DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

EQWL

INVESCO EXCHANGE TRADED FD T

194 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V449·194 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 4.7%

vs prior quarter

13F value held

$987M

73.0% inst. owned

of float

Holders

194

+126 QoQ

filers reporting

Activity

+102 / −116

+976 added · −782 reduced

this quarter

Concentration

23.57%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

194 institutions reported EQWL in Q1 2026. LPL Financial LLC leads at 23.6% of the visible book. +126 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$232M2.0M0.06%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

$121M1.1M0.03%Q1 2026 03

$79M689K0.00%Q1 2026 04

Cetera Investment Advisers

$78M679K0.08%Q1 2026 05

AMERIPRISE FINANCIAL INC

$62M542K0.01%Q1 2026 06

OSAIC HOLDINGS, INC.

$53M462K0.08%Q1 2026 07

REICON WEALTH ADVISORS, LLC

$40M347K30.32%Q1 2026 08

JONES FINANCIAL COMPANIES LLLP

$36M321K0.02%Q1 2026 09

Bond & Devick Financial Network, Inc.

$36M311K10.02%Q1 2026 10

Altus Wealth Management, LLC

$36M309K15.81%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

$32M281K0.01%Q1 2026 12

Private Advisor Group, LLC

$30M260K0.14%Q1 2026 13

BANK OF AMERICA CORP /DE/

$28M246K0.00%Q1 2026 14

RFP Financial Group LLC

$21M184K11.55%Q1 2026 15

AVANTAX ADVISORY SERVICES, INC.

$19M170K0.10%Q2 2025 16

CM WEALTH ADVISORS LLC

$17M151K3.71%Q1 2026 17

STIFEL FINANCIAL CORP

$17M149K0.02%Q1 2026 18

Prentice Wealth Management LLC

$16M139K3.61%Q1 2026 19

Fiduciary Planning LLC

$16M136K4.72%Q1 2026 20

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$15M128K0.01%Q1 2026

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