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Disclosery

EQAL INVESCO EXCH TRADED FD TR II

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CMN (fund)

85 managers (86 13F filers) reported a position in EQAL shares at 2025-03-31, 6,196,821 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
85
13F filers
86
New
11
Added
27
Reduced
25
Sold out
8
Shares held by filers
6,196,821

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CORP3,586,624$170M0.18%-21,47313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/644,411$30.5M<0.01%+18,21413F-HRTimelineGroup
LPL Financial LLC224,963$10.6M<0.01%+4,49613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…154,648$7.31M<0.01%-3,39813F-HRTimelineGroup
Geneos Wealth Management Inc.128,776$6.09M0.09%+71,94013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125,823$5.95M<0.01%-4,74213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding121,266$5.73M+10,377Timeline
Fort Point Capital Partners LLC100,312$4.74M0.53%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,149$4.64M<0.01%+89,58113F-HRTimelineGroup
San Luis Wealth Advisors LLC96,509$4.56M1.03%-33,90713F-HR/ATimeline
Wick Capital Partners, LLC79,291$3.75M1.12%-4,22713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…59,444$2.81M1.04%+41813F-HRTimeline
Longview Financial Advisors, Inc.46,487$2.2M1.89%-1,40913F-HRTimeline
Capital Advisors, Ltd. LLC43,417$2.05M0.27%+1,46013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,006$1.75M<0.01%+2,26213F-HRTimelineGroup
BINGHAM PRIVATE WEALTH, LLC36,184$1.71M1.77%-51813F-HRTimeline
Davis Investment Partners, LLC37,844$1.68M0.74%+11113F-HRTimeline
SFE Investment Counsel27,006$1.28M0.26%-2,62613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,815$1.17M0.01%+18613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,073$1.14M<0.01%-3,69813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC23,585$1.11M<0.01%-4,55813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,530$1.06M<0.01%+3,73413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,219$979K<0.01%013F-HR/ATimelineGroup
Shade Tree Advisors LLC20,552$971K0.96%013F-HRTimeline
Total Clarity Wealth Management, Inc.19,725$953K0.31%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,926$942K<0.01%-8113F-HRTimelineGroup
Janney Montgomery Scott LLC18,892$893K<0.01%+2,11813F-HRTimeline
Strategic Financial Concepts, LLC17,276$816K0.15%-60413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…16,569$783K0.7%013F-HRTimeline
Creative Planningin group Creative Planning16,108$761K<0.01%+6013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,086$760K<0.01%+11,42813F-HRTimelineGroup
Friedenthal Financial16,037$758K0.45%+15,91213F-HRTimeline
Lunt Capital Management, Inc.13,802$652K0.24%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,849$607K<0.01%-35713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,007$567K0.02%+7,94613F-HRTimelineGroup
Breakwater Capital Group11,713$554K0.1%new13F-HRTimeline
Gladstone Institutional Advisory LLC11,100$525K0.02%-43113F-HRTimeline
Aptus Capital Advisors, LLC10,661$504K0.01%-52213F-HRTimeline
Castleview Partners, LLC9,858$466K0.32%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,580$453K0.01%+1,64013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,501$449K<0.01%+1,00013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,000$439K0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,839$418K<0.01%new13F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC8,823$417K0.03%+1713F-HRTimeline
Fielder Capital Group LLC8,489$401K0.12%013F-HRTimeline
AlphaCore Capital LLC8,306$393K0.03%+1113F-HRTimeline
Cetera Investment Advisers8,164$386K<0.01%-37613F-HRTimeline
Choate Investment Advisors7,265$343K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,106$336K<0.01%-5313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,764$320K<0.01%+48413F-HR/ATimelineGroup
Rede Wealth, LLC6,585$311K0.11%-3613F-HRTimeline
Gilliland Jeter Wealth Management LLC6,349$300K0.11%+2613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,172$292K0.06%013F-HRTimeline
HighTower Advisors, LLC5,848$276K<0.01%+26913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$275K0.02%013F-HRTimeline
FMR LLCin group FMR LLC5,535$262K<0.01%-11,23013F-HRTimelineGroup
Integris Wealth Management, LLC5,200$246K0.07%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,184$245K<0.01%new13F-HRTimelineGroup
Dodds Wealth, LLC5,093$241K0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,074$240K<0.01%+3,27813F-HRTimelineGroup
Private Advisor Group, LLC5,066$239K<0.01%-2,94813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,946$234K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC4,722$223K<0.01%-81,04613F-HRTimeline
Orion Porfolio Solutions, LLC4,414$209K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC4,414$209K<0.01%new13F-HR/ATimeline
Runnymede Capital Advisors, Inc.4,386$207K0.2%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,866$135K<0.01%+1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,856$135K<0.01%+1,68013F-HR/ATimelineGroup
Mowery & Schoenfeld Wealth Management, …1,614$76.3K0.15%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,086$51.3K<0.01%-13013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL982$46.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC840$39.7K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO728$34.4K<0.01%-1,77213F-HRTimelineGroup
Game Plan Financial Advisors, LLC500$23.6K0.01%013F-HRTimeline
Clearstead Advisors, LLC430$20.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC426$20.1K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.300$14.2K<0.01%013F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC283$13.4K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC275$13K0.01%+2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC205$9.9K<0.01%013F-HRTimelineGroup
CX Institutional92$4K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC76$3.59K<0.01%013F-HRTimeline
COMERICA BANK62$2.93K<0.01%-1513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$31<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-52813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.