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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 2025-12-31, 6,804,022 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
85
13F filers
85
New
7
Added
33
Reduced
17
Sold out
11
Shares held by filers
6,804,022

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CORP4,655,311$245M0.22%+11,60713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/259,295$13.6M<0.01%-2,73213F-HRTimelineGroup
LPL Financial LLC202,579$10.7M<0.01%-8,17513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY155,387$8.18M<0.01%+6,11513F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…136,163$7.17M<0.01%-2,35713F-HRTimelineGroup
SYKON CAPITAL LLC89,863$4.73M1.52%-167,86113F-HRTimeline
Geneos Wealth Management Inc.83,365$4.39M0.11%+3,88113F-HRTimeline
Wick Capital Partners, LLC82,512$4.34M0.78%+1913F-HR/ATimeline
UBS Group AGin group UBS Group AG77,545$4.08M<0.01%+21,49813F-HRTimelineGroup
Arkadios Wealth Advisors50,865$2.68M0.05%+3,92313F-HRTimeline
Friedenthal Financial50,093$2.64M1.36%+4,19413F-HRTimeline
Capital Advisors, Ltd. LLC48,534$2.56M0.29%+1,57713F-HRTimeline
Lunt Capital Management, Inc.46,323$2.44M0.91%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC45,218$2.38M2.05%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,765$2.32M<0.01%+1,61013F-HRTimelineGroup
Longview Financial Advisors, Inc.44,067$2.32M1.58%-70913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,717$1.88M<0.01%-7,23913F-HRTimelineGroup
Davis Investment Partners, LLC35,371$1.88M0.66%+913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,318$1.86M<0.01%+1,06413F-HRTimelineGroup
Cetera Investment Advisers34,188$1.8M<0.01%-93113F-HRTimeline
Carroll Advisory Group, LLC30,770$1.62M0.7%13F-HRTimeline
Fort Point Capital Partners LLC28,407$1.57M0.19%-215,50813F-HRTimeline
SFE Investment Counsel26,785$1.41M0.22%+37613F-HRTimeline
NewEdge Advisors, LLC25,267$1.33M<0.01%+11,07113F-HRTimeline
Clark Asset Management, LLC24,192$1.27M0.13%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,940$1.26M<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC22,206$1.17M<0.01%-55213F-HRTimeline
Shade Tree Advisors LLC22,008$1.16M0.88%+1,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,806$1.1M<0.01%-24713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,412$1.02M<0.01%-32213F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC18,693$984K0.23%13F-HRTimeline
Creative Planningin group Creative Planning17,860$940K<0.01%+40513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,732$881K<0.01%+2,70313F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,922$785K<0.01%+20113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,801$779K<0.01%+4413F-HR/ATimelineGroup
Breakwater Capital Group13,386$705K0.1%+4,02613F-HRTimeline
Empowered Funds, LLC12,325$649K0.01%new13F-HR/ATimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…9,757$550K0.4%-6,81213F-HRTimeline
Gladstone Institutional Advisory LLC10,200$537K0.02%-30013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,153$534K<0.01%-74913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,067$530K<0.01%+3,72913F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…10,000$526K0.18%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,501$514K<0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,700$511K<0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP9,580$504K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,048$476K<0.01%-6,92513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC8,874$467K0.03%+1713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,709$459K<0.01%+1,39313F-HRTimelineGroup
Quantinno Capital Management LP8,662$456K<0.01%013F-HRTimeline
HighTower Advisors, LLC8,485$447K<0.01%+2,64313F-HRTimeline
AlphaCore Capital LLC8,340$439K0.01%+1213F-HRTimeline
Fielder Capital Group LLC7,906$416K0.09%013F-HRTimeline
FMR LLCin group FMR LLC7,339$386K<0.01%+26413F-HRTimelineGroup
Choate Investment Advisors7,050$371K0.01%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,964$367K0.06%+813F-HRTimeline
Gilliland Jeter Wealth Management LLC6,427$338K0.1%+2613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,172$325K0.06%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$306K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,723$301K<0.01%+1,90513F-HRTimelineGroup
Castleview Partners, LLC5,551$292K0.14%+2513F-HRTimeline
Rede Wealth, LLC5,422$285K0.1%new13F-HRTimeline
Integris Wealth Management, LLC5,200$274K0.06%013F-HRTimeline
Dodds Wealth, LLC5,093$268K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,946$260K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,120$217K<0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,992$210K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,956$208K<0.01%+91713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,905$206K0.03%+313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,415$127K0.04%-19513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,368$125K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,099$110K<0.01%+913F-HRTimeline
Lodestone Wealth Management LLC1,538$81K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,086$57.2K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL982$51.7K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC872$45K0.04%13F-HRTimeline
Clearstead Advisors, LLC430$22.6K<0.01%013F-HRTimeline
MAI Capital Management413$21.7K<0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.300$15.8K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC275$14.5K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…250$13.2K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC200$10.5K<0.01%013F-HRTimeline
CX Institutional92$5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30$1.58K<0.01%013F-HRTimelineGroup
COMERICA BANK8$421<0.01%-1313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.