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Invesco Russell 1000 Equal W (EQAL)

CUSIP: 46138E420 | NYSE | 239 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thrivent Financial for Lutherans48,862
0.0% of portfolio›$2.8M
Bingham Private Wealth, LLC48,424
1.9% of portfolio›$2.8M
Lunt Capital Management, Inc.48,007
1.0% of portfolio›$2.7M
Capital Advisors, Ltd. LLC44,657
1.2% of portfolio›$2.6M
Longview Financial Advisors, Inc.39,780
1.3% of portfolio›$2.3M
Davis Investment Partners, LLC34,680
0.6% of portfolio›$2.0M
Carroll Advisory Group, LLC29,685
0.5% of portfolio›$1.7M
Friedenthal Financial29,199
0.7% of portfolio›$1.7M
SFE Investment Counsel26,404
0.2% of portfolio›$1.5M
Shade Tree Advisors LLC20,447
0.6% of portfolio›$1.2M
Commonwealth Equity Services, LLC19,757
0.0% of portfolio›$1.1M
Breakwater Capital Group19,637
0.1% of portfolio›$1.1M
Diversified Management Inc18,945
0.2% of portfolio›$1.1M
Kestra Advisory Services, LLC13,884
0.0% of portfolio›$795.1K
Ulrich Consultants & Investment Group, LLC13,198
0.8% of portfolio›$755.9K
Creative Planning12,770
0.0% of portfolio›$731.4K
Truist Financial Corp10,373
0.0% of portfolio›$594.1K
AlphaCore Capital LLC8,372
0.0% of portfolio›$479.5K
Ritholtz Wealth Management8,199
0.0% of portfolio›$469.6K
Prospera Financial Services Inc7,820
0.0% of portfolio›$463.1K
Mission Wealth Management, LP6,823
0.0% of portfolio›$390.8K
Gilliland Jeter Wealth Management LLC6,503
0.1% of portfolio›$372.4K
Castleview Partners, LLC5,557
0.1% of portfolio›$318.3K
Rede Wealth, LLC5,350
0.1% of portfolio›$306.4K
US Bancorp \de\5,314
0.0% of portfolio›$304.3K
Integris Wealth Management, LLC5,200
0.1% of portfolio›$297.8K
Dodds Wealth, LLC5,093
0.1% of portfolio›$291.7K
Beese Fulmer Investment Management, Inc.4,516
0.0% of portfolio›$258.6K
Vise Technologies, Inc.4,116
0.0% of portfolio›$235.8K
Fiduciary Financial Group, LLC4,081
0.0% of portfolio›$233.7K
Valeo Financial Advisors, LLC3,509
0.0% of portfolio›$201.0K
Pension & Wealth Management Advisors, Inc.1,755
0.0% of portfolio›$100.5K
Lodestone Wealth Management LLC1,538
0.0% of portfolio›$88.1K
Spire Wealth Management1,086
0.0% of portfolio›$62.2K
CX Institutional94
0.0% of portfolio›$5
Blue Trust, Inc.50
0.0% of portfolio›$2.9K
Clayton Financial Group LLC18
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Thrivent Financial for Lutherans
48,862$2.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Bingham Private Wealth, LLC
48,424$2.8M1.9%CoreMediumSan Francisco, CA2026-11-05
Lunt Capital Management, Inc.
48,007$2.7M1.0%ETFLowHolladay, UT2026-10-30
Capital Advisors, Ltd. LLC
44,657$2.6M1.2%ETFLowShaker Heights, OH2026-10-27
Longview Financial Advisors, Inc.
39,780$2.3M1.3%ETFVery LowHuntsville, AL2026-10-09
Davis Investment Partners, LLC
34,680$2.0M0.6%ETFLowCharlotte, NC2026-11-05
Carroll Advisory Group, LLC
29,685$1.7M0.5%ETFVery LowTexarkana, TX2026-10-16
Friedenthal Financial
29,199$1.7M0.7%ETFHighMarlton, NJ2026-10-27
SFE Investment Counsel
26,404$1.5M0.2%CoreLowLos Angeles, CA2026-10-29
Shade Tree Advisors LLC
20,447$1.2M0.6%ETFMediumSaratoga Springs, NY2026-10-22
Commonwealth Equity Services, LLC
19,757$1.1M0.0%ETFLowWaltham, MA2026-11-02
Breakwater Capital Group
19,637$1.1M0.1%ETFLowParamus, NJ2026-10-09
Diversified Management Inc
18,945$1.1M0.2%CoreVery LowMilwaukee, WI2026-10-08
Kestra Advisory Services, LLC
13,884$795.1K0.0%CoreLowAustin, TX2026-11-02
Ulrich Consultants & Investment Group, LLC
13,198$755.9K0.8%ETFN/AAlbuquerque, NM2026-10-13
Creative Planning
12,770$731.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
10,373$594.1K0.0%CoreLowCharlotte, NC2026-10-30
AlphaCore Capital LLC
8,372$479.5K0.0%ETFLowLa Jolla, CA2026-11-04
Ritholtz Wealth Management
8,199$469.6K0.0%IndexLowNew York, NY2026-11-05
Prospera Financial Services Inc
7,820$463.1K0.0%CoreMediumDallas, TX2026-11-04
Mission Wealth Management, LP
6,823$390.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Gilliland Jeter Wealth Management LLC
6,503$372.4K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Castleview Partners, LLC
5,557$318.3K0.1%CoreMediumDallas, TX2026-10-09
Rede Wealth, LLC
5,350$306.4K0.1%ValueMediumCharlottesville, VA2026-10-22
US Bancorp \de\
5,314$304.3K0.0%IndexLowMinneapolis, MN2026-11-05
Integris Wealth Management, LLC
5,200$297.8K0.1%ETFVery LowMonterey, CA2026-10-14
Dodds Wealth, LLC
5,093$291.7K0.1%ETFVery LowGreenwood Village, CO2026-11-02
Beese Fulmer Investment Management, Inc.
4,516$258.6K0.0%CoreLowCanton, OH2026-10-23
Vise Technologies, Inc.
4,116$235.8K0.0%IndexLowNew York, NY2026-10-29
Fiduciary Financial Group, LLC
4,081$233.7K0.0%ETFLowSan Rafael, CA2026-10-13
Valeo Financial Advisors, LLC
3,509$201.0K0.0%ETFLowCarmel, IN2026-10-08
Pension & Wealth Management Advisors, Inc.
1,755$100.5K0.0%ETFLowWaltham, MA2026-10-16
Lodestone Wealth Management LLC
1,538$88.1K0.0%CoreLowSpokane, WA2026-10-14
Spire Wealth Management
1,086$62.2K0.0%GrowthMediumMclean, VA2026-10-30
CX Institutional
94$50.0%CoreMediumAuburn, IN2026-10-02
Blue Trust, Inc.
50$2.9K0.0%ETFLowBrentwood, TN2026-10-15
Clayton Financial Group LLC
18$1.0K0.0%ETFLowSt. Louis, MO2026-10-13