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Disclosery

EQAL INVESCO EXCH TRADED FD TR II

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CMN (fund)

97 managers (97 13F filers) reported a position in EQAL shares at 2026-06-30, 7,154,640 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
97
13F filers
97
New
17
Added
33
Reduced
24
Sold out
8
Shares held by filers
7,154,640

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,627,456$274M0.23%-14,13613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/400,248$23.7M<0.01%+1,32213F-HRTimelineGroup
LPL Financial LLC228,655$13.5M<0.01%+3,06013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY211,835$12.6M<0.01%+14,58013F-HRTimelineGroup
UBS Group AGin group UBS Group AG155,539$9.22M<0.01%+27,08013F-HRTimelineGroup
Geneos Wealth Management Inc.125,102$7.41M0.15%+21,01513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…118,711$7.03M<0.01%-9,57913F-HRTimelineGroup
Wick Capital Partners, LLC76,086$4.51M0.68%-6,49413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,789$4.37M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,941$3.14M<0.01%+14,51113F-HRTimelineGroup
Arkadios Wealth Advisors51,365$3.04M0.05%+97513F-HRTimeline
Lunt Capital Management, Inc.48,007$2.84M1.04%+1,68413F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC47,694$2.83M1.94%+2,56913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,420$2.75M<0.01%-15513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,280$2.68M<0.01%+3,42113F-HRTimelineGroup
Longview Financial Advisors, Inc.44,074$2.61M1.53%+413F-HRTimeline
Capital Advisors, Ltd. LLC43,916$2.6M0.26%-2,15913F-HRTimeline
Davis Investment Partners, LLC35,187$2.08M0.63%-19213F-HRTimeline
Cetera Investment Advisers34,605$2.05M<0.01%+51413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,034$1.78M<0.01%+23,90613F-HRTimelineGroup
Carroll Advisory Group, LLC29,732$1.76M0.58%013F-HRTimeline
Friedenthal Financial29,344$1.74M0.8%+2513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,999$1.6M<0.01%+20,72613F-HRTimelineGroup
SFE Investment Counsel26,829$1.59M0.22%-43613F-HRTimeline
Janney Montgomery Scott LLC24,168$1.43M<0.01%+2,08613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,958$1.42M<0.01%+1813F-HRTimelineGroup
NewEdge Advisors, LLC22,507$1.33M<0.01%+2,61013F-HRTimeline
Shade Tree Advisors LLC22,008$1.3M0.76%013F-HRTimeline
National Philanthropic Trust21,820$1.29M0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,976$1.18M<0.01%-7813F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC18,857$1.12M0.24%+7913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,767$1.11M<0.01%-5,77513F-HRTimeline
Breakwater Capital Group18,538$1.1M0.13%+2,13013F-HRTimeline
Everest Private Wealth16,993$1.01M0.38%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,466$914K<0.01%+3,67113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,690$870K<0.01%-713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,904$824K<0.01%-14913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,653$809K<0.01%-99313F-HRTimelineGroup
Creative Planningin group Creative Planning12,717$754K<0.01%-4,58213F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS11,291$669K0.07%new13F-HRTimeline
FMR LLCin group FMR LLC10,534$624K<0.01%+3,30313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,356$614K<0.01%+27213F-HRTimelineGroup
Sanctuary Advisors, LLC10,252$607K<0.01%-23,42913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…9,757$590K0.35%013F-HRTimeline
SYKON CAPITAL LLC9,468$561K0.17%-82,26413F-HRTimeline
Gladstone Institutional Advisory LLC9,200$545K0.02%-1,00013F-HRTimeline
HighTower Advisors, LLC8,527$505K<0.01%+2013F-HRTimeline
AlphaCore Capital LLC8,492$503K0.01%+14113F-HRTimeline
Prospera Financial Services Inc8,267$490K0.01%+3,36013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,043$477K<0.01%-40313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC7,903$468K0.02%-98813F-HRTimeline
Fielder Capital Group LLC7,815$463K0.1%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,420$440K0.01%-43213F-HRTimeline
Choate Investment Advisors7,050$418K0.01%013F-HRTimeline
Vise Technologies, Inc.6,987$414K<0.01%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC6,476$384K0.1%+2413F-HRTimeline
Fort Point Capital Partners LLC6,102$362K0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$345K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,172$340K0.06%013F-HRTimeline
Castleview Partners, LLC5,620$333K0.15%+17213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,610$332K<0.01%+1,49013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,404$320K<0.01%013F-HRTimelineGroup
Rede Wealth, LLC5,386$319K0.11%-2013F-HRTimeline
Integris Wealth Management, LLC5,200$308K0.06%013F-HRTimeline
GTS SECURITIES LLC5,124$304K0.01%013F-HRTimeline
Dodds Wealth, LLC5,093$302K0.07%013F-HRTimeline
Quantinno Capital Management LP5,018$297K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,723$280K<0.01%-4,77813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,576$271K<0.01%new13F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,519$268K0.02%new13F-HRTimeline
Pinnacle Family Advisors, LLC4,220$250K0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,203$249K<0.01%+15313F-HRTimeline
Westshore Wealth, LLC4,072$241K0.07%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,017$238K0.03%+3313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,992$237K0.02%013F-HRTimeline
Merit Financial Group, LLC3,641$216K<0.01%new13F-HR/ATimeline
Valeo Financial Advisors, LLC3,509$208K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,411$202K<0.01%-4,36613F-HRTimelineGroup
Allworth Financial LP2,798$166K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC2,118$126K<0.01%+913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,027$120K0.03%+913F-HRTimeline
Lodestone Wealth Management LLC1,538$91.1K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,086$64.3K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL982$58.2K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC872$45K0.04%013F-HRTimeline
IFG Advisory, LLC525$31.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC430$25.5K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC275$16.3K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…250$14.8K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC200$11.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…156$9.24K<0.01%new13F-HRTimelineGroup
CX Institutional93$6K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC52$3.05K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC50$2.96K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC30$1.78K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC7$414<0.01%-5913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$23<0.01%-8513F-HRTimelineGroupAmount filed as zero, left out of ratios.