Skip to content
Disclosery

EQAL INVESCO EXCH TRADED FD TR II

Follow

CMN (fund)

88 managers (88 13F filers) reported a position in EQAL shares at 2026-03-31, 7,059,781 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
88
13F filers
88
New
8
Added
32
Reduced
24
Sold out
5
Shares held by filers
7,059,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CORP4,641,592$256M0.24%-13,71913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/398,926$22M<0.01%+139,63113F-HRTimelineGroup
LPL Financial LLC225,595$12.4M<0.01%+23,01613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY197,255$10.9M<0.01%+41,86813F-HRTimelineGroup
UBS Group AGin group UBS Group AG128,459$7.08M<0.01%+50,91413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…128,290$7.07M<0.01%-7,87313F-HRTimelineGroup
Geneos Wealth Management Inc.104,087$5.74M0.13%+20,72213F-HRTimeline
SYKON CAPITAL LLC91,732$5.05M1.68%+1,86913F-HRTimeline
Wick Capital Partners, LLC82,580$4.55M0.83%+6813F-HRTimeline
Empowered Funds, LLC50,514$2.78M0.02%+38,18913F-HR/ATimeline
Arkadios Wealth Advisors50,390$2.78M0.05%-47513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,575$2.57M<0.01%+2,81013F-HRTimelineGroup
Lunt Capital Management, Inc.46,323$2.55M0.98%013F-HRTimeline
Capital Advisors, Ltd. LLC46,075$2.54M0.29%-2,45913F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC45,125$2.49M1.97%-9313F-HRTimeline
Longview Financial Advisors, Inc.44,070$2.43M1.48%+313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,859$2.31M<0.01%+6,14213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,430$2.12M<0.01%+3,11213F-HRTimelineGroup
Davis Investment Partners, LLC35,379$1.95M0.69%+813F-HRTimeline
Cetera Investment Advisers34,091$1.88M<0.01%-9713F-HRTimeline
Sanctuary Advisors, LLC33,681$1.86M0.01%new13F-HRTimeline
Carroll Advisory Group, LLC29,732$1.64M0.64%-1,03813F-HRTimeline
Friedenthal Financial29,319$1.62M0.81%-20,77413F-HRTimeline
SFE Investment Counsel27,265$1.5M0.24%+48013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,542$1.35M<0.01%+3,73613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,940$1.32M<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC22,082$1.22M<0.01%-12413F-HRTimeline
Shade Tree Advisors LLC22,008$1.21M0.87%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,054$1.1M<0.01%+64213F-HRTimelineGroup
NewEdge Advisors, LLC19,897$1.1M<0.01%-5,37013F-HR/ATimeline
DIVERSIFIED MANAGEMENT INC18,778$1.03M0.18%+8513F-HRTimeline
Creative Planningin group Creative Planning17,299$953K<0.01%-56113F-HRTimelineGroup
Breakwater Capital Group16,408$904K0.12%+3,02213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,697$810K<0.01%-10413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,646$807K<0.01%+5,59813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,053$774K<0.01%-86913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,795$639K<0.01%+6,07213F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…9,757$563K0.35%013F-HRTimeline
Gladstone Institutional Advisory LLC10,200$562K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,084$556K<0.01%+1713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,501$529K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,891$490K0.03%+1713F-HRTimeline
HighTower Advisors, LLC8,507$469K<0.01%+2213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,446$465K<0.01%-1,70713F-HR/ATimelineGroup
AlphaCore Capital LLC8,351$460K0.01%+1113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,852$433K0.01%-1,72813F-HRTimeline
Fielder Capital Group LLC7,815$431K0.09%-9113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,777$429K<0.01%-8,95513F-HRTimelineGroup
FMR LLCin group FMR LLC7,231$398K<0.01%-10813F-HRTimelineGroup
Choate Investment Advisors7,050$388K0.01%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …6,659$367K0.06%-30513F-HRTimeline
Gilliland Jeter Wealth Management LLC6,452$356K0.11%+2513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,273$346K<0.01%new13F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC6,172$340K0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,128$338K<0.01%-2,58113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,831$321K0.02%013F-HRTimeline
Castleview Partners, LLC5,448$300K0.15%-10313F-HRTimeline
Rede Wealth, LLC5,406$298K0.11%-1613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,404$298K<0.01%+45813F-HRTimelineGroup
Integris Wealth Management, LLC5,200$287K0.07%013F-HRTimeline
GTS SECURITIES LLC5,124$282K0.01%new13F-HRTimeline
Dodds Wealth, LLC5,093$281K0.07%013F-HRTimeline
Quantinno Capital Management LP5,018$276K<0.01%-3,64413F-HRTimeline
Prospera Financial Services Inc4,907$271K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,120$227K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,050$223K<0.01%+9413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,992$220K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,984$220K0.03%+7913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,700$200K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC2,109$116K<0.01%+1013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,018$111K0.03%-39713F-HRTimeline
Lodestone Wealth Management LLC1,538$84.7K0.03%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management1,086$59.8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,000$55.1K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL982$54.1K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC872$48K0.04%013F-HRTimeline
Clearstead Advisors, LLC430$23.7K<0.01%013F-HRTimeline
MAI Capital Management415$22.8K<0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.300$16.5K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC275$15.2K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…250$13.8K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC200$11K<0.01%013F-HRTimeline
CX Institutional93$5K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85$4.69K<0.01%+8513F-HR/ATimelineGroup
SIMPLEX TRADING, LLC66$3.64K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC52$2.84K<0.01%13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30$1.65K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.14$771<0.01%new13F-HRTimeline