13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
EQAL

Invesco Russell 1000 Equal Wei

87 institutions still hold Invesco Russell 1000 Equal Wei as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E420·87 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.5%
vs prior quarter
13F value held
$350M
57.0% inst. owned
of float
Holders
87
-87 QoQ
filers reporting
Activity
+93 / −6
+915 added · −785 reduced
this quarter
Concentration
73.11%
STIFEL FINANCIAL CORP #1
top holder share
AI Holders Summary · Q1 2026

87 institutions reported EQAL in Q1 2026. STIFEL FINANCIAL CORP leads at 73.1% of the visible book. -87 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
STIFEL FINANCIAL CORP
CIK 0000720672
$256M4.6M0.24%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$22M399K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$12M226K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$11M197K0.00%Q1 202605
UBS Group AG
CIK 0001610520
$7M128K0.00%Q1 202606
Geneos Wealth Management Inc.
CIK 0001764754
$6M104K0.13%Q1 202607
SYKON CAPITAL LLC
CIK 0001988408
$5M92K1.68%Q1 202608
Wick Capital Partners, LLC
CIK 0001904388
$5M83K0.83%Q1 202609
Empowered Funds, LLC
CIK 0001592828
$3M51K0.02%Q1 202610
Arkadios Wealth Advisors
CIK 0001800798
$3M50K0.05%Q1 202611
Lunt Capital Management, Inc.
CIK 0001608034
$3M46K0.98%Q1 202612
BINGHAM PRIVATE WEALTH, LLC
CIK 0002063211
$2M45K1.97%Q1 202613
Longview Financial Advisors, Inc.
CIK 0001786915
$2M44K1.48%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M42K0.00%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M38K0.00%Q1 202616
Davis Investment Partners, LLC
CIK 0001963865
$2M35K0.69%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$2M34K0.00%Q1 202618
Sanctuary Advisors, LLC
CIK 0001777271
$2M34K0.01%Q1 202619
Carroll Advisory Group, LLC
CIK 0002108684
$2M30K0.64%Q1 202620
Friedenthal Financial
CIK 0001598611
$2M29K0.81%Q1 2026
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