Who Owns INV RUSS1000 EQL WT ETF (EQAL)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $423.9M of INV RUSS1000 EQL WT ETF (EQAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: STIFEL FINANCIAL CORP ($274.2M), BANK OF AMERICA CORP /DE/ ($23.7M), LPL Financial LLC ($13.5M), MORGAN STANLEY ($12.6M), UBS Group AG ($9.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1STIFEL FINANCIAL CORP$274.2M4.6MTrimmed
2BANK OF AMERICA CORP /DE/$23.7M400,248Added
3LPL Financial LLC$13.5M228,655Added
4MORGAN STANLEY$12.6M211,835Added
5UBS Group AG$9.2M155,539Added
6Geneos Wealth Management Inc.$7.4M125,102Added
7PNC Financial Services Group, Inc.$7.0M118,711Trimmed
8Wick Capital Partners, LLC$4.5M76,086Trimmed
9GOLDMAN SACHS GROUP INC$4.4M73,789New
10RAYMOND JAMES FINANCIAL INC$3.1M52,941Added
11Arkadios Wealth Advisors$3.0M51,365Added
12Lunt Capital Management, Inc.$2.8M48,007Added
13BINGHAM PRIVATE WEALTH, LLC$2.8M47,694Added
14Thrivent Financial for Lutherans$2.8M46,420Trimmed
15ENVESTNET ASSET MANAGEMENT INC$2.7M45,280Added
16Longview Financial Advisors, Inc.$2.6M44,074Added
17Capital Advisors, Ltd. LLC$2.6M43,916Trimmed
18Davis Investment Partners, LLC$2.1M35,187Trimmed
19Cetera Investment Advisers$2.1M34,605Added
20Royal Bank of Canada$1.8M30,034Added
21Carroll Advisory Group, LLC$1.8M29,732Hold
22Friedenthal Financial$1.7M29,344Added
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M26,999Added
24SFE Investment Counsel$1.6M26,829Trimmed
25Janney Montgomery Scott LLC$1.4M24,168Added

Source: SEC Form 13F filings · as of 2026-06-30