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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 2025-09-30, 7,040,213 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
85
13F filers
85
New
9
Added
20
Reduced
30
Sold out
13
Shares held by filers
7,040,213

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CORP4,643,704$241M0.22%-22,43913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/262,027$13.6M<0.01%-3,20813F-HR/ATimelineGroup
SYKON CAPITAL LLC257,724$13.4M4.47%new13F-HRTimeline
Fort Point Capital Partners LLC243,915$12.7M1.61%-3,42313F-HRTimeline
LPL Financial LLC210,754$11M<0.01%+1,01413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY149,272$7.76M<0.01%-6,07613F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…138,520$7.2M<0.01%-7,10813F-HRTimelineGroup
Wick Capital Partners, LLC82,493$4.29M1.02%-378,20813F-HRTimeline
Geneos Wealth Management Inc.79,484$4.13M0.1%+8,12113F-HRTimeline
UBS Group AGin group UBS Group AG56,047$2.91M<0.01%-9,43413F-HRTimelineGroup
Capital Advisors, Ltd. LLC46,957$2.44M0.28%+1,42013F-HRTimeline
Arkadios Wealth Advisors46,942$2.44M0.06%-44413F-HRTimeline
Lunt Capital Management, Inc.46,323$2.41M0.92%013F-HRTimeline
Friedenthal Financial45,899$2.39M1.23%-13813F-HRTimeline
Longview Financial Advisors, Inc.44,776$2.33M1.66%+413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,956$2.23M<0.01%+1,44013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,155$2.19M<0.01%new13F-HRTimelineGroup
Davis Investment Partners, LLC35,362$1.85M0.63%+1013F-HRTimeline
Cetera Investment Advisers35,119$1.83M<0.01%+25,35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,254$1.78M<0.01%-20,30013F-HRTimelineGroup
SFE Investment Counsel26,409$1.37M0.22%-68713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,940$1.24M<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC22,758$1.18M<0.01%-11113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,715$1.18M<0.01%+6,42013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,053$1.09M<0.01%-1,33413F-HRTimeline
Shade Tree Advisors LLC20,552$1.07M0.93%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,734$1.03M<0.01%-3113F-HRTimelineGroup
Creative Planningin group Creative Planning17,455$908K<0.01%-15913F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…16,569$866K0.65%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,973$827K<0.01%+39913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,757$767K<0.01%+14013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,721$766K<0.01%-24113F-HRTimelineGroup
NewEdge Advisors, LLC14,196$738K<0.01%+13,77013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,029$730K<0.01%+4,60013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,902$567K<0.01%-1,39713F-HRTimelineGroup
Gladstone Institutional Advisory LLC10,500$546K0.02%-60013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,000$529K0.18%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,580$498K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,501$497K<0.01%013F-HRTimeline
Breakwater Capital Group9,360$487K0.07%+1,00013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,857$461K0.03%+1813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,767$456K<0.01%-12,16813F-HRTimelineGroup
Quantinno Capital Management LP8,662$450K<0.01%013F-HRTimeline
AlphaCore Capital LLC8,328$433K0.01%+1213F-HRTimeline
Fielder Capital Group LLC7,906$411K0.09%-58313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,316$380K<0.01%-30,77813F-HRTimelineGroup
FMR LLCin group FMR LLC7,075$368K<0.01%+1,22113F-HRTimelineGroup
Choate Investment Advisors7,050$367K0.01%-21513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,956$362K0.06%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC6,401$333K0.1%+2813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,338$330K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC6,172$321K0.05%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,927$308K0.01%-12,00813F-HRTimelineGroup
HighTower Advisors, LLC5,842$304K<0.01%-1513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$303K0.02%013F-HRTimeline
Castleview Partners, LLC5,526$287K0.16%-1,64813F-HRTimeline
Touchstone Capital, Inc.5,496$286K0.15%13F-HRTimeline
Integris Wealth Management, LLC5,200$270K0.07%013F-HRTimeline
Dodds Wealth, LLC5,093$265K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,946$257K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,135$215K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,120$214K<0.01%013F-HRTimeline
SOL Capital Management CO4,120$214K0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,992$208K0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,902$203K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,818$198K<0.01%+50113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,039$158K<0.01%-11213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,610$136K0.04%-2,27213F-HRTimeline
Aptus Capital Advisors, LLC2,090$109K<0.01%+413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,086$56.5K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL982$51.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC840$43.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC430$22.4K<0.01%013F-HRTimeline
MAI Capital Management411$21.4K<0.01%+213F-HRTimeline
Advisory Services Network, LLC363$18.9K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.300$15.6K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC275$14.3K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC200$10.4K<0.01%-30013F-HRTimeline
Wealthspire Advisors, LLC143$7.45K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC108$5.62K<0.01%013F-HRTimelineGroup
CX Institutional92$5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30$1.56K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC30$1.56K<0.01%new13F-HRTimeline
COMERICA BANK21$1.09K<0.01%-1313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$19<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.