INVESCO EXCH TRADED FD TR II

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EQAL·46138E420·US·ETF·Unknown - Unknown

EQAL (INVESCO EXCH TRADED FD TR II) is held by 40 institutional investors as of Q2 2026. Largest holders: STIFEL FINANCIAL CORP ($274.2M), BANK OF AMERICA CORP /DE/ ($23.7M), LPL Financial LLC ($13.5M). Net institutional sentiment: Mixed.

40

Holders

(10 Elite)

$370.4M

Total Value

53% (43)

Consensus

23 buying - 20 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)69

Activist (13D/13G)66

Congressional (STOCK Act)74

Holder Quality

34

★★★★★

Elite

44

★★★★

Strong

42

★★★

Solid

80

★★

Below

45

★

Weak

Held by 40 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EQAL.

Top Holders

Top Holders (40)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
STIFEL FINANCIAL CORP	Decreased	4.6M(-0.3%)	$274.2M	0.2%	+71.12%	0
BANK OF AMERICA CORP /DE/	Increased	400,248(+0.3%)	$23.7M	0.0%	+21.70%	29
LPL Financial LLC	Increased	228,655(+1.4%)	$13.5M	0.0%	+48.51%	28
MORGAN STANLEY	Increased	211,835(+7.4%)	$12.6M	0.0%	+28.04%	30
UBS Group AG	Increased	155,539(+21.1%)	$9.2M	0.0%	+22.52%	33
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	118,711(-7.5%)	$7M	0.0%	+65.40%	0
GOLDMAN SACHS GROUP INC	New	73,789	$4.4M	0.0%	+4.18%	37
RAYMOND JAMES FINANCIAL INC	Increased	52,941(+37.8%)	$3.1M	0.0%	+21.59%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	45,280(+8.2%)	$2.7M	0.0%	+35.19%	28
Cetera Investment Advisers	Increased	34,605(+1.5%)	$2.1M	0.0%	+23.35%	26
ROYAL BANK OF CANADA	Increased	30,034(+390.1%)	$1.8M	0.0%	+7.90%	42
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	26,999(+330.4%)	$1.6M	0.0%	+5.10%	41
Cerity Partners LLC	Increased	23,958(+0.1%)	$1.4M	0.0%	+41.93%	25
NewEdge Advisors, LLC	Increased	22,507(+13.1%)	$1.3M	0.0%	+16.79%	29
Baird Financial Group, Inc.	Decreased	19,976(-0.4%)	$1.2M	0.0%	+56.65%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	18,767(-23.5%)	$1.1M	0.0%	+66.76%	0
JONES FINANCIAL COMPANIES LLLP	Increased	15,466(+31.1%)	$914,499	0.0%	+12.73%	32
Rockefeller Capital Management L.P.	Decreased	14,690(-0.1%)	$870,484	0.0%	+26.88%	0
Kestra Advisory Services, LLC	Decreased	13,904(-1.1%)	$823,863	0.0%	+31.93%	0
OSAIC HOLDINGS, INC.	Decreased	13,653(-6.8%)	$809,197	0.0%	+27.04%	0

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EQALINVESCO EXCH TRADED FD TR II

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer