13F Insight
DOSSIER · 13F Holders · Q2 2026
EQAL

Invesco Russell 1000 Equal Wei

103 institutions still hold Invesco Russell 1000 Equal Wei as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E420·103 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$385M
visible holders
Holders
103
filers reporting
Concentration
71.21%
STIFEL FINANCIAL CORP #1
top holder share
AI Holders Summary · Q2 2026

103 institutions reported EQAL in Q2 2026. STIFEL FINANCIAL CORP leads at 71.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STIFEL FINANCIAL CORP
CIK 0000720672
$274M4.6M0.23%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$24M400K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$14M229K0.00%Q2 202604
MORGAN STANLEY
CIK 0000895421
$13M212K0.00%Q2 202605
UBS Group AG
CIK 0001610520
$9M156K0.00%Q2 202606
Geneos Wealth Management Inc.
CIK 0001764754
$7M125K0.15%Q2 202607
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6M121K0.00%Q4 202508
Wick Capital Partners, LLC
CIK 0001904388
$5M76K0.68%Q2 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M74K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M53K0.00%Q2 202611
Arkadios Wealth Advisors
CIK 0001800798
$3M51K0.05%Q2 202612
Lunt Capital Management, Inc.
CIK 0001608034
$3M48K1.04%Q2 202613
BINGHAM PRIVATE WEALTH, LLC
CIK 0002063211
$3M48K1.94%Q2 202614
Empowered Funds, LLC
CIK 0001592828
$3M51K0.02%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M45K0.00%Q2 202616
Longview Financial Advisors, Inc.
CIK 0001786915
$3M44K1.53%Q2 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$3M47K0.00%Q1 202618
Capital Advisors, Ltd. LLC
CIK 0001597878
$3M46K0.29%Q1 202619
Davis Investment Partners, LLC
CIK 0001963865
$2M35K0.63%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$2M35K0.00%Q2 2026
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