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Invesco Russell 1000 Equal W (EQAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares213,573 from 228,655
Change-15,082 (-7%)
Value$12.2M (-$1.3M)
Filed 2026-11-06
Geneos Wealth Management Inc.
DECREASED
Shares124,754 from 125,102
Change-348 (0%)
Value$7.1M (-$267.6K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares116,134 from 118,711
Change-2,577 (-2%)
Value$6.7M (-$383.1K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares48,862 from 46,420
Change+2,442 (+5%)
Value$2.8M (+$61.0K)
Filed 2026-11-05
Bingham Private Wealth, LLC
INCREASED
Shares48,424 from 47,694
Change+730 (+2%)
Value$2.8M (-$52.8K)
Filed 2026-11-05
Lunt Capital Management, Inc.
UNCHANGED
Shares48,007 from 48,007
Change0 (0%)
Value$2.7M (-$95.2K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
INCREASED
Shares44,657 from 43,916
Change+741 (+2%)
Value$2.6M (+$2.6M)
Filed 2026-10-27
Longview Financial Advisors, Inc.
DECREASED
Shares39,780 from 44,074
Change-4,294 (-10%)
Value$2.3M (-$333.3K)
Filed 2026-10-09
Davis Investment Partners, LLC
DECREASED
Shares34,680 from 35,187
Change-507 (-1%)
Value$2.0M (-$98.9K)
Filed 2026-11-05
Carroll Advisory Group, LLC
DECREASED
Shares29,685 from 29,732
Change-47 (0%)
Value$1.7M (-$61.7K)
Filed 2026-10-16
Friedenthal Financial
DECREASED
Shares29,199 from 29,344
Change-145 (0%)
Value$1.7M (-$66.5K)
Filed 2026-10-27
SFE Investment Counsel
DECREASED
Shares26,404 from 26,829
Change-425 (-2%)
Value$1.5M (-$77.5K)
Filed 2026-10-29
Shade Tree Advisors LLC
DECREASED
Shares20,447 from 22,008
Change-1,561 (-7%)
Value$1.2M (-$133.1K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares19,757 from 18,767
Change+990 (+5%)
Value$1.1M (+$19.5K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares19,637 from 18,538
Change+1,099 (+6%)
Value$1.1M (+$26.2K)
Filed 2026-10-09
Diversified Management Inc
INCREASED
Shares18,945 from 18,857
Change+88 (+0%)
Value$1.1M (-$32.4K)
Filed 2026-10-08
Kestra Advisory Services, LLC
DECREASED
Shares13,884 from 13,904
Change-20 (0%)
Value$795.1K (-$28.7K)
Filed 2026-11-02
Ulrich Consultants & Investment Group, LLC
NEW
Shares13,198
Change+13,198
Value$755.9K
Filed 2026-10-13
Creative Planning
INCREASED
Shares12,770 from 12,717
Change+53 (+0%)
Value$731.4K (-$22.1K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares10,373 from 10,356
Change+17 (+0%)
Value$594.1K (-$19.5K)
Filed 2026-10-30
AlphaCore Capital LLC
DECREASED
Shares8,372 from 8,492
Change-120 (-1%)
Value$479.5K (-$23.7K)
Filed 2026-11-04
Ritholtz Wealth Management
NEW
Shares8,199
Change+8,199
Value$469.6K
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares7,820 from 8,267
Change-447 (-5%)
Value$463.1K (-$27.2K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares6,823 from 7,420
Change-597 (-8%)
Value$390.8K (-$48.9K)
Filed 2026-10-15
Gilliland Jeter Wealth Management LLC
INCREASED
Shares6,503 from 6,476
Change+27 (+0%)
Value$372.4K (-$11.3K)
Filed 2026-10-28
Castleview Partners, LLC
DECREASED
Shares5,557 from 5,620
Change-63 (-1%)
Value$318.3K (-$14.8K)
Filed 2026-10-09
Rede Wealth, LLC
DECREASED
Shares5,350 from 5,386
Change-36 (-1%)
Value$306.4K (-$12.7K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares5,314 from 5,404
Change-90 (-2%)
Value$304.3K (-$15.9K)
Filed 2026-11-05
Integris Wealth Management, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$297.8K (-$10.3K)
Filed 2026-10-14
Dodds Wealth, LLC
UNCHANGED
Shares5,093 from 5,093
Change0 (0%)
Value$291.7K (-$10.1K)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED
Shares4,516 from 4,519
Change-3 (0%)
Value$258.6K (-$9.1K)
Filed 2026-10-23
Vise Technologies, Inc.
DECREASED
Shares4,116 from 6,987
Change-2,871 (-41%)
Value$235.8K (-$178.2K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
INCREASED
Shares4,081 from 4,017
Change+64 (+2%)
Value$233.7K (-$4.3K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares3,646 from 3,641
Change+5 (+0%)
Value$208.8K (-$6.9K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,509 from 3,509
Change0 (0%)
Value$201.0K (-$7.0K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares2,798 from 2,798
Change0 (0%)
Value$165.8K ($0)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares1,755 from 2,027
Change-272 (-13%)
Value$100.5K (-$19.6K)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$88.1K (-$3.1K)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$62.2K (-$2.2K)
Filed 2026-10-30
IFG Advisory, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$30.1K (-$1.0K)
Filed 2026-11-09
Clearstead Advisors, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$24.6K (-$853)
Filed 2026-11-06
CX Institutional
INCREASED
Shares94 from 93
Change+1 (+1%)
Value$5 (-$1)
Filed 2026-10-02
Blue Trust, Inc.
NEW
Shares50
Change+50
Value$2.9K
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares18
Change+18
Value$1.0K
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 4,723
Change-4,723 (-100%)
Value$0 (-$279.7K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$45)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$14.8K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$414)
Filed 2026-11-04
Stifel Financial Corp
N/A
Shares— from 4,627,456
Change-4,627,456 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 400,248
Change-400,248 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 211,835
Change-211,835 (-100%)
Value—
UBS Group AG
N/A
Shares— from 155,539
Change-155,539 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 76,086
Change-76,086 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 73,789
Change-73,789 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 52,941
Change-52,941 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 51,365
Change-51,365 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 45,280
Change-45,280 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,605
Change-34,605 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,034
Change-30,034 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,999
Change-26,999 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 24,168
Change-24,168 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 23,958
Change-23,958 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,507
Change-22,507 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 21,820
Change-21,820 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 19,976
Change-19,976 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 16,993
Change-16,993 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,466
Change-15,466 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,690
Change-14,690 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,653
Change-13,653 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,252
Change-10,252 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 9,468
Change-9,468 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,527
Change-8,527 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,831
Change-5,831 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Blair William & Co
N/A
Shares— from 982
Change-982 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 156
Change-156 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED213,573228,655-15,082-7%$13.5M$12.2M-$1.3M2026-11-06
Geneos Wealth Management Inc.
DECREASED124,754125,102-3480%$7.4M$7.1M-$267.6K2026-11-09
PNC Financial Services Group, Inc.
DECREASED116,134118,711-2,577-2%$7.0M$6.7M-$383.1K2026-11-06
Thrivent Financial for Lutherans
INCREASED48,86246,420+2,442+5%$2.8M$2.8M+$61.0K2026-11-05
Bingham Private Wealth, LLC
INCREASED48,42447,694+730+2%$2.8M$2.8M-$52.8K2026-11-05
Lunt Capital Management, Inc.
UNCHANGED48,00748,00700%$2.8M$2.7M-$95.2K2026-10-30
Capital Advisors, Ltd. LLC
INCREASED44,65743,916+741+2%$2.6K$2.6M+$2.6M2026-10-27
Longview Financial Advisors, Inc.
DECREASED39,78044,074-4,294-10%$2.6M$2.3M-$333.3K2026-10-09
Davis Investment Partners, LLC
DECREASED34,68035,187-507-1%$2.1M$2.0M-$98.9K2026-11-05
Carroll Advisory Group, LLC
DECREASED29,68529,732-470%$1.8M$1.7M-$61.7K2026-10-16
Friedenthal Financial
DECREASED29,19929,344-1450%$1.7M$1.7M-$66.5K2026-10-27
SFE Investment Counsel
DECREASED26,40426,829-425-2%$1.6M$1.5M-$77.5K2026-10-29
Shade Tree Advisors LLC
DECREASED20,44722,008-1,561-7%$1.3M$1.2M-$133.1K2026-10-22
Commonwealth Equity Services, LLC
INCREASED19,75718,767+990+5%$1.1M$1.1M+$19.5K2026-11-02
Breakwater Capital Group
INCREASED19,63718,538+1,099+6%$1.1M$1.1M+$26.2K2026-10-09
Diversified Management Inc
INCREASED18,94518,857+88+0%$1.1M$1.1M-$32.4K2026-10-08
Kestra Advisory Services, LLC
DECREASED13,88413,904-200%$823.9K$795.1K-$28.7K2026-11-02
Ulrich Consultants & Investment Group, LLC
NEW13,198—+13,198——$755.9K—2026-10-13
Creative Planning
INCREASED12,77012,717+53+0%$753.5K$731.4K-$22.1K2026-11-02
Truist Financial Corp
INCREASED10,37310,356+17+0%$613.6K$594.1K-$19.5K2026-10-30
AlphaCore Capital LLC
DECREASED8,3728,492-120-1%$503.2K$479.5K-$23.7K2026-11-04
Ritholtz Wealth Management
NEW8,199—+8,199——$469.6K—2026-11-05
Prospera Financial Services Inc
DECREASED7,8208,267-447-5%$490.3K$463.1K-$27.2K2026-11-04
Mission Wealth Management, LP
DECREASED6,8237,420-597-8%$439.7K$390.8K-$48.9K2026-10-15
Gilliland Jeter Wealth Management LLC
INCREASED6,5036,476+27+0%$383.7K$372.4K-$11.3K2026-10-28
Castleview Partners, LLC
DECREASED5,5575,620-63-1%$333.0K$318.3K-$14.8K2026-10-09
Rede Wealth, LLC
DECREASED5,3505,386-36-1%$319.1K$306.4K-$12.7K2026-10-22
US Bancorp \de\
DECREASED5,3145,404-90-2%$320.2K$304.3K-$15.9K2026-11-05
Integris Wealth Management, LLC
UNCHANGED5,2005,20000%$308.1K$297.8K-$10.3K2026-10-14
Dodds Wealth, LLC
UNCHANGED5,0935,09300%$301.8K$291.7K-$10.1K2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED4,5164,519-30%$267.8K$258.6K-$9.1K2026-10-23
Vise Technologies, Inc.
DECREASED4,1166,987-2,871-41%$414.0K$235.8K-$178.2K2026-10-29
Fiduciary Financial Group, LLC
INCREASED4,0814,017+64+2%$238.0K$233.7K-$4.3K2026-10-13
Merit Financial Group, LLC
INCREASED3,6463,641+5+0%$215.8K$208.8K-$6.9K2026-11-06
Valeo Financial Advisors, LLC
UNCHANGED3,5093,50900%$207.9K$201.0K-$7.0K2026-10-08
Allworth Financial LP
UNCHANGED2,7982,79800%$165.8K$165.8K$02026-11-06
Pension & Wealth Management Advisors, Inc.
DECREASED1,7552,027-272-13%$120.1K$100.5K-$19.6K2026-10-16
Lodestone Wealth Management LLC
UNCHANGED1,5381,53800%$91.1K$88.1K-$3.1K2026-10-14
Spire Wealth Management
UNCHANGED1,0861,08600%$64.4K$62.2K-$2.2K2026-10-30
IFG Advisory, LLC
UNCHANGED52552500%$31.1K$30.1K-$1.0K2026-11-09
Clearstead Advisors, LLC
UNCHANGED43043000%$25.5K$24.6K-$8532026-11-06
CX Institutional
INCREASED9493+1+1%$6$5-$12026-10-02
Blue Trust, Inc.
NEW50—+50——$2.9K—2026-10-15
Clayton Financial Group LLC
NEW18—+18——$1.0K—2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED04,723-4,723-100%$279.7K$0-$279.7K2026-10-13
Strategic Wealth Advisors LLC
CLOSED0872-872-100%$45$0-$452026-11-06
International Assets Investment Management, LLC
CLOSED0250-250-100%$14.8K$0-$14.8K2026-11-02
Simplex Trading, LLC
CLOSED07-7-100%$414$0-$4142026-11-04
Stifel Financial Corp
N/A—4,627,456-4,627,456-100%$274.2M———
Bank of America Corp
N/A—400,248-400,248-100%$23.7M———
Morgan Stanley
N/A—211,835-211,835-100%$12.6M———
UBS Group AG
N/A—155,539-155,539-100%$9.2M———
Wick Capital Partners, LLC
N/A—76,086-76,086-100%$4.5M———
Goldman Sachs Group Inc
N/A—73,789-73,789-100%$4.4M———
Raymond James Financial Inc
N/A—52,941-52,941-100%$3.1M———
Arkadios Wealth Advisors
N/A—51,365-51,365-100%$3.0M———
Envestnet Asset Management Inc
N/A—45,280-45,280-100%$2.7M———
Cetera Investment Advisers
N/A—34,605-34,605-100%$2.1M———
Royal Bank of Canada
N/A—30,034-30,034-100%$1.8M———
Susquehanna International Group, LLP
N/A—26,999-26,999-100%$1.6M———
Janney Montgomery Scott LLC
N/A—24,168-24,168-100%$1.4M———
Cerity Partners LLC
N/A—23,958-23,958-100%$1.4M———
NewEdge Advisors, LLC
N/A—22,507-22,507-100%$1.3M———
National Philanthropic Trust
N/A—21,820-21,820-100%$1.3M———
Baird Financial Group, Inc.
N/A—19,976-19,976-100%$1.2M———
Everest Private Wealth
N/A—16,993-16,993-100%$1.0M———
Jones Financial Companies Lllp
N/A—15,466-15,466-100%$914.5K———
Rockefeller Capital Management L.P.
N/A—14,690-14,690-100%$870.5K———
Osaic Holdings, Inc.
N/A—13,653-13,653-100%$809.2K———
Fiduciary Financial Advisors
N/A—11,291-11,291-100%$669.0K———
FMR LLC
N/A—10,534-10,534-100%$624.2K———
Sanctuary Advisors, LLC
N/A—10,252-10,252-100%$607.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—9,757-9,757-100%$589.9K———
Sykon Capital LLC
N/A—9,468-9,468-100%$561.0K———
Gladstone Institutional Advisory LLC
N/A—9,200-9,200-100%$545.1K———
HighTower Advisors, LLC
N/A—8,527-8,527-100%$505.2K———
Ameriprise Financial Inc
N/A—8,043-8,043-100%$476.6K———
Rothschild Investment LLC
N/A—7,903-7,903-100%$468.3K———
Fielder Capital Group LLC
N/A—7,815-7,815-100%$463.1K———
Choate Investment Advisors
N/A—7,050-7,050-100%$417.7K———
Retirement Income Solutions, Inc
N/A—6,172-6,172-100%$340.1K———
Fort Point Capital Partners LLC
N/A—6,102-6,102-100%$361.6K———
Thoroughbred Financial Services, LLC
N/A—5,831-5,831-100%$345.0K———
Captrust Financial Advisors
N/A—5,610-5,610-100%$332.4K———
GTS Securities LLC
N/A—5,124-5,124-100%$303.6K———
Quantinno Capital Management LP
N/A—5,018-5,018-100%$297.3K———
XTX Topco Ltd
N/A—4,576-4,576-100%$271.1K———
Pinnacle Family Advisors, LLC
N/A—4,220-4,220-100%$250.1K———
Harbour Investments, Inc.
N/A—4,203-4,203-100%$249.0K———
Westshore Wealth, LLC
N/A—4,072-4,072-100%$241.3K———
Cahill Financial Advisors Inc
N/A—3,992-3,992-100%$236.5K———
Northwestern Mutual Wealth Management Co
N/A—3,411-3,411-100%$202.1K———
Aptus Capital Advisors, LLC
N/A—2,118-2,118-100%$125.5K———
Blair William & Co
N/A—982-982-100%$58.2K———
Fourth Dimension Wealth, LLC
N/A—275-275-100%$16.3K———
Game Plan Financial Advisors, LLC
N/A—200-200-100%$11.9K———
Tower Research Capital LLC (TRC)
N/A—156-156-100%$9.2K———
Vanguard Advisers Inc
N/A—52-52-100%$3.1K———
Glen Eagle Advisors, LLC
N/A—30-30-100%$1.8K———
Wells Fargo & Company
N/A—00—$23———
Showing 100 of 100 institutions