§ EQUITY
USDEQAL
INVESCO RUSSELL 1000 EQUAL W
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
51 increased/new, 25 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| STIFEL FINANCIAL CORP | 4.6M | 0.2% | −0% |
| Bank of America Corp | 399K | 0.0% | +54% |
| LPL Financial LLC | 226K | 0.0% | +11% |
| Morgan Stanley | 197K | 0.0% | n/a |
| UBS Group AG | 128K | 0.0% | +66% |
| PNC Financial Services Group, Inc. | 128K | 0.0% | −6% |
◇ AC INTELLIGENCE
Top institutional owners for EQAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER87.0% · 69 holders
DEALER / BANK12.5% · 10 holders
QUALITY / COMPOUNDER0.2% · 4 holders
INCOME / DEFENSIVE0.2% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EQAL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EQAL yet.