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Disclosery

EQAL INVESCO EXCH TRADED FD TR II

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CMN (fund)

91 managers (91 13F filers) reported a position in EQAL shares at 2025-06-30, 7,379,789 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
91
13F filers
91
New
17
Added
28
Reduced
19
Sold out
12
Shares held by filers
7,379,789

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP4,666,143$230M0.22%+1,079,51913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/265,235$13.1M<0.01%-379,17613F-HRTimelineGroup
Fort Point Capital Partners LLC247,338$12.2M1.22%+147,02613F-HRTimeline
LPL Financial LLC209,740$10.3M<0.01%-15,22313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY155,348$7.65M<0.01%+29,52513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…145,628$7.17M<0.01%-9,02013F-HRTimelineGroup
Wick Capital Partners, LLC460,701$4.1M1.07%+381,41013F-HRTimeline
Geneos Wealth Management Inc.71,363$3.51M0.09%-57,41313F-HRTimeline
UBS Group AGgroup of 2 filers holding65,481$3.22M-55,785Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,554$2.69M<0.01%-43,59513F-HRTimelineGroup
Arkadios Wealth Advisors47,386$2.33M0.07%new13F-HRTimeline
Lunt Capital Management, Inc.46,323$2.28M0.87%+32,52113F-HRTimeline
Friedenthal Financial46,037$2.27M1.24%+30,00013F-HRTimeline
Capital Advisors, Ltd. LLC45,537$2.24M0.28%+2,12013F-HRTimeline
Longview Financial Advisors, Inc.44,772$2.2M1.87%-1,71513F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC44,752$2.2M2.1%+8,56813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,516$2.04M<0.01%+4,51013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,094$1.88M<0.01%+31,33013F-HR/ATimelineGroup
Davis Investment Partners, LLC35,352$1.76M0.63%-2,49213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED32,521$1.6M0.13%new13F-HRTimeline
SFE Investment Counsel27,096$1.33M0.23%+9013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,191$1.24M0.01%+37613F-HRTimeline
Total Clarity Wealth Management, Inc.24,882$1.23M0.35%+5,15713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth24,759$1.22M0.02%new13F-HRTimelineGroup
Peirce Capital Management, LLC24,113$1.19M0.53%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,940$1.18M<0.01%+35513F-HRTimelineGroup
Janney Montgomery Scott LLC22,869$1.13M<0.01%+3,97713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,387$1.1M<0.01%-14313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,935$1.03M<0.01%new13F-HRTimelineGroup
Shade Tree Advisors LLC20,552$1.01M0.88%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,765$973K<0.01%-16113F-HRTimelineGroup
FLOW TRADERS U.S. LLC19,681$969K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,935$883K0.02%+5,92813F-HRTimelineGroup
Creative Planningin group Creative Planning17,614$867K<0.01%+1,50613F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…16,569$816K0.64%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,295$802K<0.01%-7,77813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,574$767K<0.01%+8,46813F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,962$737K<0.01%-1,12413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,617$720K<0.01%new13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,299$606K<0.01%-55013F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,100$547K0.02%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,000$503K0.18%013F-HRTimeline
Cetera Investment Advisers9,769$481K<0.01%+1,60513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,501$478K<0.01%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,580$472K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,429$464K<0.01%+4,35513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC8,839$435K0.03%+1613F-HRTimeline
Quantinno Capital Management LP8,662$427K<0.01%new13F-HRTimeline
Fielder Capital Group LLC8,489$418K0.11%013F-HRTimeline
Breakwater Capital Group8,360$412K0.07%-3,35313F-HRTimeline
AlphaCore Capital LLC8,316$409K0.02%+1013F-HRTimeline
Rede Wealth, LLC7,769$383K0.14%+1,18413F-HRTimeline
Choate Investment Advisors7,265$358K0.01%013F-HRTimeline
Castleview Partners, LLC7,174$353K0.23%-2,68413F-HRTimeline
Gilliland Jeter Wealth Management LLC6,373$314K0.1%+2413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,338$312K<0.01%new13F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC6,172$304K0.06%013F-HRTimeline
HighTower Advisors, LLC5,857$288K<0.01%+913F-HRTimeline
FMR LLCin group FMR LLC5,854$288K<0.01%+31913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$287K0.02%013F-HRTimeline
HRT FINANCIAL LP5,325$262K<0.01%new13F-HRTimeline
Integris Wealth Management, LLC5,200$256K0.07%013F-HRTimeline
Dodds Wealth, LLC5,093$251K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,946$244K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,882$240K0.08%-54,56213F-HRTimeline
Runnymede Capital Advisors, Inc.4,386$216K0.2%013F-HRTimeline
SOL Capital Management CO4,120$203K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,120$203K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,317$163K<0.01%+46113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,151$155K<0.01%+28513F-HRTimeline
Aptus Capital Advisors, LLC2,086$103K<0.01%-8,57513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,086$53.5K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL982$48.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC840$41.4K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC500$24.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$24.5K0.01%new13F-HRTimeline
Clearstead Advisors, LLC430$21.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC426$21K<0.01%013F-HRTimeline
MAI Capital Management409$20.1K<0.01%new13F-HRTimeline
Larson Financial Group LLC300$14.8K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.300$14.8K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC275$13.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO222$10.9K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC108$5.32K<0.01%-9713F-HRTimelineGroup
CX Institutional92$5K<0.01%013F-HR/ATimeline
Sound Income Strategies, LLC76$3.74K<0.01%013F-HRTimeline
COMERICA BANK34$1.67K<0.01%-2813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30$1.48K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC18$886<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$48<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.