§ EQUITY
USDEQWL
INVESCO S&P 100 EQUAL WEIGHT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 2.0M | 0.1% | +14% |
| ENVESTNET ASSET MANAGEMENT INC | 1.1M | 0.0% | +1142% |
| Morgan Stanley IM | 688K | 0.0% | −45% |
| Cetera Investment Advisers | 679K | 0.1% | +3% |
| REICON WEALTH ADVISORS, LLC | 347K | 30.3% | +38% |
| OSAIC HOLDINGS, INC. | 345K | 0.1% | +58% |
◇ AC INTELLIGENCE
Top institutional owners for EQWL 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
OTHER82.1% · 161 holders
DEALER / BANK12.0% · 19 holders
QUALITY / COMPOUNDER4.8% · 3 holders
INCOME / DEFENSIVE1.1% · 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 EQWL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EQWL yet.