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Disclosery

EQAL INVESCO EXCH TRADED FD TR II

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CMN (fund)

85 managers (85 13F filers) reported a position in EQAL shares at 2024-12-31, 6,130,216 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
85
13F filers
85
New
13
Added
23
Reduced
25
Sold out
11
Shares held by filers
6,130,216

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 CORP3,608,097$174M0.18%-25,35013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/626,197$30.2M<0.01%+21,90613F-HRTimelineGroup
LPL Financial LLC220,467$10.6M<0.01%+5,57113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…158,046$7.63M0.01%-2,77713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY130,565$6.31M<0.01%-8,47913F-HR/ATimelineGroup
San Luis Wealth Advisors LLC130,416$6.3M1.19%-2,90513F-HRTimeline
SYKON CAPITAL LLC112,864$5.45M1.88%new13F-HRTimeline
UBS Group AGin group UBS Group AG110,889$5.36M<0.01%-6,85713F-HRTimelineGroup
Composition Wealth, LLC85,768$4.14M0.08%new13F-HRTimeline
Wick Capital Partners, LLC83,518$4.03M1.19%+2,58113F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…59,026$2.85M1.14%new13F-HRTimeline
Geneos Wealth Management Inc.56,836$2.75M0.1%-40613F-HRTimeline
Longview Financial Advisors, Inc.47,896$2.31M1.82%+313F-HRTimeline
Capital Advisors, Ltd. LLC41,957$2.03M0.26%-59613F-HRTimeline
Davis Investment Partners, LLC37,733$1.81M0.76%+80213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC36,702$1.77M1.89%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,744$1.68M<0.01%+94013F-HRTimelineGroup
SFE Investment Counsel29,632$1.43M0.3%-2,90113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,143$1.36M<0.01%-74013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,771$1.34M<0.01%+8,39213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.24,629$1.19M0.01%+17913F-HRTimeline
Shade Tree Advisors LLC20,552$993K1%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,219$979K<0.01%+41513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,007$966K<0.01%+63213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.19,725$953K0.31%-2,96213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,796$908K<0.01%+913F-HRTimeline
Strategic Financial Concepts, LLC17,880$864K0.17%new13F-HR/ATimeline
Janney Montgomery Scott LLC16,774$810K<0.01%+1,58513F-HRTimeline
FMR LLCin group FMR LLC16,765$810K<0.01%+14,49913F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…16,569$800K0.8%013F-HRTimeline
Creative Planningin group Creative Planning16,048$775K<0.01%+4,54613F-HRTimelineGroup
NAPA WEALTH MANAGEMENT14,708$710K0.31%new13F-HRTimeline
Lunt Capital Management, Inc.13,802$667K0.26%-37213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,206$638K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,531$557K0.03%+213F-HRTimeline
Aptus Capital Advisors, LLC11,183$540K0.01%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,000$502K0.19%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,806$425K0.03%-72913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,568$414K<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers8,540$412K<0.01%-27613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,501$411K<0.01%+57513F-HR/ATimeline
Fielder Capital Group LLC8,489$410K0.13%013F-HRTimeline
AlphaCore Capital LLC8,295$401K0.09%+1113F-HRTimeline
Private Advisor Group, LLC8,014$387K<0.01%-1,90813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,940$384K0.01%new13F-HRTimeline
Choate Investment Advisors7,265$351K0.01%-3,12013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,159$346K<0.01%-59613F-HR/ATimelineGroup
Rede Wealth, LLC6,621$320K0.12%-13413F-HRTimeline
Gilliland Jeter Wealth Management LLC6,323$305K0.1%+2413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,280$303K<0.01%-5,50013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC6,172$298K0.06%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$281K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,612$271K<0.01%+1,40313F-HRTimelineGroup
HighTower Advisors, LLC5,579$269K<0.01%+30613F-HRTimeline
Dodds Wealth, LLC5,093$256K0.08%013F-HRTimeline
Integris Wealth Management, LLC5,200$251K0.07%013F-HRTimeline
Valeo Financial Advisors, LLC5,039$243K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,946$239K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,658$225K<0.01%new13F-HRTimelineGroup
Runnymede Capital Advisors, Inc.4,386$212K0.19%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,188$201K0.04%-413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,061$196K<0.01%+97813F-HRTimelineGroup
WINTRUST INVESTMENTS LLC3,221$155K0.14%-2,43213F-HRTimeline
Bernard Wealth Management Corp.2,964$143K0.07%13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.2,854$138K<0.01%+13113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,500$121K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,796$86.7K<0.01%-3,09813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,216$58.7K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,176$56.8K<0.01%+83913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL982$47.4K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…528$26.5K<0.01%-52813F-HRTimeline
Game Plan Financial Advisors, LLC500$24.1K0.01%013F-HRTimeline
Clearstead Advisors, LLC430$20.8K<0.01%-10213F-HRTimeline
NewEdge Advisors, LLC426$20.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.300$14.5K<0.01%013F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC283$13.7K0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC250$12.1K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC205$9.9K<0.01%013F-HRTimelineGroup
Friedenthal Financial125$6.04K<0.01%new13F-HRTimeline
COMERICA BANK77$3.72K<0.01%-6313F-HR/ATimeline
Sound Income Strategies, LLC76$3.67K<0.01%013F-HRTimeline
PSI Advisors, LLC61$2.94K<0.01%013F-HRTimeline
Global Retirement Partners, LLC18$869<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%-5113F-HRTimelineGroup
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.