EQWL institutional holders

Invesco S&P 100 Equal Weight ETF · 204 reporting institutions · $1.5B reported value

Funds that can replace EQWL · EQWL return decomposition

Institutional holdings

Institutions reporting EQWL, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$258.2M23,4582026-06-30
Envestnet Pmc$138M602026-06-30
Morgan Stanley$100.8M23,1852026-06-30
Cetera Investment Advisers$82.4M10,3702026-06-30
Ameriprise Financial Inc$67.4M02026-06-30
Osaic Holdings, Inc.$67.4M02026-06-30
Jones Financial Companies LLLP$50.8M02026-06-30
Bank of America Corp /de$46.4M02026-06-30
Reicon Wealth Advisors, LLC$45.1M52026-06-30
Bond & Devick Wealth Partners$41.2M102026-06-30
Altus Wealth Management, LLC$40.5M52026-06-30
Raymond James Financial Inc$33.2M02026-06-30
Private Advisor Group, LLC$30M9272026-06-30
Newedge Advisors$24.4M6012026-06-30
Cm Wealth Advisors LLC$20.3M52026-06-30
Ep Wealth Advisors, LLC$20.3M3382026-06-30
Pierson Wealth Management$20.3M32026-06-30
Stifel Financial Corp$19.7M02026-06-30
Goldman Sachs Group Inc$18.8M02026-06-30
Prentice Wealth Management LLC$18.4M52026-06-30
Schorn Wealth LLC$17.9M52026-06-30
Northwestern Mutual Wealth Management Co$17.3M02026-06-30
Commonwealth Equity Services, LLC$16.3M2,8632026-06-30
Principal Securities, Inc.$15.1M1,4632026-06-30
Argent Advisors, Inc.$12.4M132026-06-30
Yhb Investment Advisors, Inc.$11.6M182026-06-30
Truist Financial Corp$11.1M02026-06-30
Forza Wealth Management, LLC$10.9M42026-06-30
Saxon Financial Group$10.2M152026-06-30
Royal Bank of Canada$9.2M02026-06-30
Wealth Enhancement Advisory Services, LLC$9M1,0262026-06-30
UBS Group AG$8.6M02026-06-30
Advisory Services Network$7.4M2532026-06-30
Merit Financial Group, LLC$7.3M2952026-06-30
&partners$7.3M5552026-06-30
Integrated Wealth Concepts LLC$7.2M4802026-06-30
MML Investors Services, LLC$7.1M5,1202026-06-30
Kpp Advisory Services LLC$7M222026-06-30
Fifth Third Securities, Inc.$6.9M1,0142026-06-30
Rothschild Wealth LLC$6.6M312026-06-30
Equitable Holdings, Inc.$6.5M02026-06-30
Highview Capital Management Llc/de$6.2M42026-06-30
Pcg Wealth Advisors, LLC$6.2M182026-06-30
Sykon Capital LLC$5.8M52026-06-30
Able Wealth Management LLC$5.6M52026-06-30
Kestra Advisory Services, LLC$5.2M1,4792026-06-30
Stratos Wealth Partners, Ltd.$4.6M3862026-06-30
Beck Capital Management, LLC$4.5M102026-06-30
Seia$4M1412026-06-30
Planning Strategies Inc.$3.9M102026-06-30
Jpmorgan Chase & Co$3.8M02026-06-30
Conscious Wealth Investments, LLC$3.8M52026-06-30
First National Trust Co$3.6M02026-06-30
Steele Capital Management, Inc.$3.5M152026-06-30
Foundations Investment Advisors, LLC$3.4M3022026-06-30
Redw Wealth LLC$3.3M82026-06-30
National Wealth Management Group, LLC$2.9M182026-06-30
Belpointe Asset Management LLC$2.7M1702026-06-30
Vestmark Advisory Solutions, Inc.$2.6M82026-06-30
Creative Financial Designs Inc /adv$2.5M02026-06-30
Wealth Enhancement Trust Services, Inc.$2.4M02026-06-30
Patten & Patten Inc/tn$2.4M02026-06-30
Corefirst Bank & Trust$2.4M02026-06-30
Great Valley Advisor Group, LLC$2.2M2052026-06-30
Kovack Advisors, Inc.$2.1M2582026-06-30
Aptus Capital Advisors, LLC$2.1M212026-06-30
Private Capital Management$2M102026-06-30
Paradigm, Strategies In Wealth Management, LLC$2M32026-06-30
Rockefeller Capital Management LP$1.9M3462026-06-30
Arkadios Wealth Advisors$1.9M2262026-06-30
Blair William & Co/il$1.9M3292026-06-30
Bank of New York Mellon Corp$1.8M02026-06-30
Marshall Wace, LLP$1.6M02026-06-30
Beacon Pointe Advisors, LLC$1.6M4662026-06-30
Susquehanna International Group, LLP$1.6M02026-06-30
Prospera Financial Services, Inc.$1.6M2702026-06-30
Sovereign Financial Group, Inc.$1.5M232026-06-30
Regal Investment Advisors LLC$1.5M1172026-06-30
Psi Advisors, LLC$1.4M112026-06-30
Wcg Wealth Advisors LLC$1.4M1302026-06-30
Goodwin Investment Advisory$1.4M82026-06-30
Jane Street Group, LLC$1.4M02026-06-30
Perryman Financial Advisory Inc /ad$1.3M82026-06-30
Fifth Third Bancorp$1.3M02026-06-30
Comerica Bank$1.3M02025-12-31
US Bancorp$1.2M02026-06-30
Mariner, LLC$1.2M02026-06-30
Hightower Advisors, LLC$1.2M1,0462026-06-30
Jfs Wealth Advisors, LLC$1.2M332026-06-30
Seacrest Wealth Management, LLC$1.2M352026-06-30
Kingsview Wealth Management, LLC$1.2M1152026-06-30
Steward Partners Investment Advisory, LLC$1.2M4812026-06-30
Smith, Moore & Co.$1.2M452026-06-30
Carnegie Investment Counsel$1.1M372026-06-30
Kingswood Wealth Advisors, LLC$1.1M1232026-06-30
Chicago Partners Investment Group LLC$1.1M572026-06-30
J.W. Cole Advisors, Inc.$1M4992026-06-30
Gotham Asset Management, LLC$998.9K52026-06-30
Nations Financial Group Inc, /ia/ /adv$981K02026-06-30
Stonex Group Inc.$958.3K02026-06-30
Allegheny Financial Group$955K312026-06-30
Ameritas Advisory Services, LLC$905.6K5502026-06-30
Wealthspire Advisors, LLC$874.5K2372026-06-30
Qube Research & Technologies Ltd$821K02026-06-30
Michels Family Financial, LLC$796.2K22026-06-30
Balanced Wealth Group LLC$779.5K52026-06-30
Hub Investment Partners, LLC$755.2K1182026-06-30
Gts Securities LLC$711.5K02026-06-30
Clear Harbor Asset Management, LLC$702.6K172026-06-30
Zhang Financial LLC$700.5K202026-06-30
Sanctuary Advisors, LLC$640.5K4012026-06-30
Mercer Global Advisors Inc /adv$621.9K02026-06-30
Glass Jacobson Investment Advisors LLC$598.1K102026-06-30
Fmr LLC$588.9K02026-06-30
Qtr Family Wealth, LLC$566.4K62026-06-30
Ullmann Wealth Partners Group, LLC$530.3K82026-06-30
Atlanta Consulting Group Advisors, LLC$528.3K82026-06-30
Cwm, LLC$519.4K6672026-03-31
Avant Capital, LLC$516.1K22026-06-30
Captrust Financial Advisors$505K9622026-06-30
D.A. Davidson & Co.$488.1K6892026-06-30
Blue Chip Partners, LLC$442.2K182026-06-30
Elevation Point Wealth Partners, LLC$440.5K562026-06-30
Carolina Wealth Management, Inc.$432.1K82026-06-30
Rfg Advisory, LLC$417.4K1912026-06-30
Princeton Global Asset Management LLC$413.4K172026-06-30
Brighton Jones LLC$412.1K1592026-06-30
Uniting Wealth Partners$411.8K162026-06-30
Cahill Financial Advisors, Inc.$411.7K122026-06-30
Focus Partners Wealth$405.6K1,0482026-06-30
Focus Financial$400.3K1212026-06-30
Sunbelt Securities, Inc.$373.3K632026-03-31
Independent Advisor Alliance, LLC$369.4K3022026-06-30
Farther Finance Advisors, LLC$366.8K3342026-06-30
Flc Capital Advisors$361.3K42026-06-30
Orion Capital Management LLC$357.4K42026-06-30
Signal Tree Financial Partners LLC$349.6K52026-06-30
Wells Fargo & Company/mn$344.8K02026-06-30
Founders Financial Securities LLC$320.4K1172026-06-30
Fiduciary Financial Advisors$311.9K512026-06-30
Lasalle St. Investment Advisors, LLC$291.6K1612026-06-30
Brookstone Capital Management$287.1K3372026-06-30
Atx Financial Planning, LLC$273.5K32026-06-30
Apollon Financial, LLC$263.6K202026-06-30
Bradley Foster & Sargent Inc/ct$257.5K02026-06-30
Sigma Planning Corp$247.6K4742026-06-30
Foronjy Financial$246.2K42026-06-30
Vise Technologies, Inc.$239.1K02026-06-30
High Falls Advisors, Inc$236.3K02025-12-31
Diversify Advisory Services, LLC$234.1K1162026-06-30
Diversify Wealth Management, LLC$234.1K782026-06-30
Kmg Fiduciary Partners, LLC$232.5K72026-06-30
Keybank National Association/oh$225.9K02026-06-30
South Shore Capital Advisors$225.6K32026-06-30
International Assets Investment Management, LLC$225K1222026-06-30
Level Four Advisory Services$223.7K1412026-06-30
Thompson David Blair$223K02026-06-30
Quantinno Capital Management LP$222.2K02026-06-30
Harbor Asset Planning, Inc.$213.7K22026-06-30
Nuveen, LLC$210.8K02026-06-30
Apella Capital, LLC$203.1K1042026-06-30
Ankerstar Wealth, LLC$188K62026-06-30
Blackrock, Inc.$177.8K02026-06-30
Regatta Research & Money Management LLC$150K62026-06-30
Ifp Advisors, Inc$142.7K3182026-06-30
Archer Investment Corp$104.6K782026-06-30
Spire Wealth Management$102.3K32026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$101.9K02026-06-30
Pinnacle Bancorp, Inc.$98.8K02026-06-30
Graney & King, LLC$98.3K42026-06-30
Eversource Wealth Advisors, LLC$97.9K772026-06-30
Tanglewood Legacy Advisors, LLC$73.5K52026-06-30
United Community Bank$71.6K02026-06-30
Private Trust Co NA$62.1K02026-06-30
Institute for Wealth Management, Llc.$51.6K132026-06-30
PNC Financial Services Group, Inc.$48.9K02026-06-30
Pension & Wealth Management Advisors, Inc.$41.6K72026-06-30
Ameritas Investment Partners, Inc.$36.3K72026-06-30
Tower Research Capital LLC (trc)$28.6K02026-06-30
Thrivent Financial for Lutherans$28.6K02026-06-30
Cambridge Investment Research Advisors, Inc.$21.1K3,9402026-03-31
Biltmore Family Office, LLC$17.9K162026-06-30
Providence Capital Advisors, LLC$14.3K72026-06-30
Vanguard Advisers Inc$12.8K2,4692026-06-30
National Bank of Canada /fi$10.3K02026-06-30
Lifesteps Financial$8.8K72026-06-30
Harbour Investments, Inc.$7.1K2472026-06-30
Federation Des Caisses Desjardins Du Quebec$6.5K02026-06-30
Hhm Wealth Advisors, LLC$6.5K122026-06-30
Kiker Wealth Management, LLC$5.9K42026-06-30
Columbia River Financial Group$5.1K42026-06-30
Assetmark, Inc$5K2202026-06-30
Janney Montgomery Scott LLC$5K1,3422026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$4.8K02026-06-30
Corecap Advisors, LLC$3K1182026-06-30
Capital Analysts, LLC$2.2K6082026-06-30
Thoroughbred Financial Services, LLC$2.2K342026-06-30
Park Avenue Securities LLC$1.8K1,9082026-06-30
Clearstead; Clearstead Advisory Solutions$1.3K642026-06-30
Winthrop Capital Management, LLC$69442026-06-30
Hrt Financial LP$53202026-06-30
Wedbush Securities Inc$3962202026-06-30
Usadvisors Wealth Management, LLC$328142026-06-30
Basepoint Wealth LLC$53132026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30