Who Owns INV SP 100 EQL WT ETF (EQWL)? -- Institutional Holders (2026-06-30)

214 institutions reported holding $1.60B of INV SP 100 EQL WT ETF (EQWL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($258.2M), ENVESTNET ASSET MANAGEMENT INC ($138.0M), MORGAN STANLEY ($100.8M), Cetera Investment Advisers ($82.4M), AMERIPRISE FINANCIAL INC ($67.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$258.2M2.0MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$138.0M1.1MAdded
3MORGAN STANLEY$100.8M781,550Added
4Cetera Investment Advisers$82.4M638,963Trimmed
5AMERIPRISE FINANCIAL INC$67.4M522,810Trimmed
6OSAIC HOLDINGS, INC.$67.4M522,262Added
7JONES FINANCIAL COMPANIES LLLP$50.8M395,132Added
8BANK OF AMERICA CORP /DE/$46.4M359,357Added
9REICON WEALTH ADVISORS, LLC$45.1M349,630Added
10Bond & Devick Financial Network, Inc.$41.2M319,663Added
11Altus Wealth Management, LLC$40.5M313,710Added
12RAYMOND JAMES FINANCIAL INC$33.2M257,710Trimmed
13Private Advisor Group, LLC$30.0M232,199Trimmed
14Thrivent Financial for Lutherans$28.6M221,316Added
15NewEdge Advisors, LLC$24.4M189,430Added
16Cambridge Investment Research Advisors, Inc.$23.5M181,975Trimmed
17CM WEALTH ADVISORS LLC$20.3M157,710Added
18EP Wealth Advisors, LLC$20.3M157,623Added
19RFP Financial Group LLC$20.3M157,285Trimmed
20STIFEL FINANCIAL CORP$19.7M152,334Added
21GOLDMAN SACHS GROUP INC$18.8M146,007Added
22Prentice Wealth Management LLC$18.4M142,645Added
23Fiduciary Planning LLC$17.9M138,770Added
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.3M133,882Added
25COMMONWEALTH EQUITY SERVICES, LLC$16.3M126,024Added

来源：SEC 13F 申报文件 · 截至 2026-06-30