Vault-13

INVESCO EXCHANGE TRADED FD T EQWL

S&P 100 EQL WIGH · ETP · CUSIP 46137V449

186 institutional holders +10 vs Q4 2025
11,672,94111.7m shares reported held*
$1.3bnreported value*
26 new 94 added 36 reduced 13 sold out net bought ≈ $216.0m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($393.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $115.20. Options: 1 managers hold calls ($656.9k notional), 1 hold puts ($3.3m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 39Q4 22: 49Q1 23: 48Q2 23: 59Q3 23: 68Q4 23: 94Q1 24: 99Q2 24: 102Q3 24: 109Q4 24: 122Q1 25: 129Q2 25: 147Q3 25: 161Q4 25: 176Q1 26: 186186Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202239
Q4 202249
Q1 202348
Q2 202359
Q3 202368
Q4 202394
Q1 202499
Q2 2024102
Q3 2024109
Q4 2024122
Q1 2025129
Q2 2025147
Q3 2025161
Q4 2025176
Q1 2026186

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 64 bought or addedQ2 24: 29 cut or sold outQ3 24: 58 bought or addedQ3 24: 33 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 34 cut or sold outQ1 25: 84 bought or addedQ1 25: 30 cut or sold outQ1 25Q2 25: 95 bought or addedQ2 25: 35 cut or sold outQ3 25: 100 bought or addedQ3 25: 42 cut or sold outQ3 25Q4 25: 107 bought or addedQ4 25: 47 cut or sold outQ1 26: 120 bought or addedQ1 26: 49 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246429
Q3 20245833
Q4 20246134
Q1 20258430
Q2 20259535
Q3 202510042
Q4 202510747
Q1 202612049

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ2 25 calls: $0Q2 25 puts: $1.9mQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $656.9kQ1 26 puts: $3.3mQ1 26P/C 5.04
Numbers
QuarterCallsPutsP/C
Q2 2025$0$1.9m—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$656.9k$3.3m5.04

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +968,876+968.9k
LPL Financial LLC Added +252,131+252.1k
OSAIC HOLDINGS, INC. Added +170,124+170.1k
STIFEL FINANCIAL CORP Added +145,575+145.6k
NewEdge Advisors, LLC Added +99,364+99.4k
REICON WEALTH ADVISORS, LLC Added +95,520+95.5k
JONES FINANCIAL COMPANIES LLLP Added +84,569+84.6k
Private Advisor Group, LLC Added +73,797+73.8k
MORGAN STANLEY Added +61,485+61.5k
RAYMOND JAMES FINANCIAL INC Added +55,897+55.9k

Biggest sellers

RFP Financial Group LLC Reduced -274,069-274.1k
AMERIPRISE FINANCIAL INC Reduced -181,351-181.4k
Systelligence, LLC Sold out -80,853-80.9k
Kestra Advisory Services, LLC Reduced -73,335-73.3k
Able Wealth Management LLC Reduced -51,056-51.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -46,631-46.6k
Financially Speaking Inc Reduced -41,289-41.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -25,326-25.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -11,578-11.6k
Rothschild Wealth LLC Reduced -7,306-7.3k

Biggest calls

JANE STREET GROUP, LLC New $656.9k5.7k shares

Biggest puts

JANE STREET GROUP, LLC New $3.3m28.7k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,017,4962.0m $232.5m $232.5m 0.06% Added +252.1k +252,131
2 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,053,6911.1m $121.4m $121.4m 0.03% Added +968.9k +968,876
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 688,546688.5k $79.3m $79.3m 0.00% Added +61.5k +61,485
4 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 678,768678.8k $78.2m $78.2m 0.08% Added +22.4k +22,443
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 542,440542.4k $62.5m $62.5m 0.01% Reduced -181.4k -181,351
6 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 462,130462.1k $53.3m $53.3m 0.08% Added +170.1k +170,124
7 REICON WEALTH ADVISORS, LLC 30.67% of their portfolio ATLANTA, GA 346,724346.7k $40.0m $40.0m 30.67% Added +95.5k +95,520
8 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 321,461321.5k $36.2m $36.2m 0.02% Added +84.6k +84,569
9 Bond & Devick Financial Network, Inc. 10.01% of their portfolio ST. LOUIS PARK, MN 311,446311.4k $35.9m $35.9m 10.01% Reduced -531 -531
10 Altus Wealth Management, LLC 15.81% of their portfolio FT MITCHELL, KY 308,732308.7k $35.6m $35.6m 15.81% Added +5.9k +5,904
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 281,275281.3k $32.4m $32.4m 0.01% Added +55.9k +55,897
12 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 260,206260.2k $30.0m $30.0m 0.14% Added +73.8k +73,797
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 246,138246.1k $28.4m $28.4m 0.00% Added +20.0k +19,959
14 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 209,098209.1k $24.1m $24.1m 0.05% Added +24.0k +23,954
15 RFP Financial Group LLC 11.55% of their portfolio ATLANTA, GA 184,357184.4k $21.2m $21.2m 11.55% Reduced -274.1k -274,069
16 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 182,746182.7k $21.1m $21.1m 0.05% Added +9.9k +9,872
17 CM WEALTH ADVISORS LLC 3.71% of their portfolio BEACHWOOD, OH 151,136151.1k $17.4m $17.4m 3.71% Added +33.2k +33,228
18 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 148,835148.8k $17.2m $17.2m 0.02% Added +145.6k +145,575
19 Prentice Wealth Management LLC 3.61% of their portfolio Rochester, NY 138,942138.9k $16.0m $16.0m 3.61% Reduced -7.1k -7,107
20 Schorn Wealth LLC 4.72% of their portfolio ENGLEWOOD, FL 135,550135.6k $15.6m $15.6m 4.72% Reduced -991 -991
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 128,325128.3k $14.8m $14.8m 0.01% Reduced -25.3k -25,326
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 124,598124.6k $14.4m $14.4m 0.00% Added +13.0k +12,970
23 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 120,041120.0k $13.8m $13.8m 0.02% Added +8.4k +8,433
24 PRINCIPAL SECURITIES, INC. 0.19% of their portfolio DES MOINES, IA 111,670111.7k $12.9m $12.9m 0.19% Added +4.1k +4,137
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 103,346103.3k $11.9m $11.9m 0.00% Added +35.1k +35,123
26 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 103,297103.3k $11.9m $11.9m 0.04% Added +99.4k +99,364
27 KPP Advisory Services LLC 1.71% of their portfolio Louisville, KY 102,185102.2k $11.8m $11.8m 1.71% Added +37.2k +37,248
28 Argent Advisors, Inc. 2.94% of their portfolio RUSTON, LA 93,30993.3k $10.8m $10.8m 2.94% Added +5.3k +5,289
29 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 79,93679.9k $9.2m $9.2m 0.01% Added +10.0k +10,019
30 Forza Wealth Management, LLC 3.16% of their portfolio SARASOTA, FL 78,70678.7k $9.1m $9.1m 3.16% Added +11.6k +11,599
31 YHB Investment Advisors, Inc. 0.65% of their portfolio West Hartford, CT 78,52678.5k $9.0m $9.0m 0.65% Added +20.2k +20,186
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 65,97466.0k $7.6m $7.6m 0.02% Reduced -46.6k -46,631
33 Advisory Services Network, LLC 0.10% of their portfolio ATLANTA, GA 63,32263.3k $7.3m $7.3m 0.10% Added +16.7k +16,654
34 Able Wealth Management LLC 1.91% of their portfolio Toms River, NJ 61,86461.9k $7.1m $7.1m 1.91% Reduced -51.1k -51,056
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 60,01760.0k $6.9m $6.9m 0.00% Added +4.9k +4,882
36 Rothschild Wealth LLC 0.57% of their portfolio OAK BROOK, IL 54,28154.3k $6.3m $6.3m 0.57% Reduced -7.3k -7,306
37 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 53,69553.7k $6.2m $6.2m 0.05% Added +2.3k +2,340
38 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 52,72252.7k $6.1m $6.1m 0.03% Added +46.3k +46,345
39 Fifth Third Securities, Inc. 0.39% of their portfolio Cincinnati, OH 52,50652.5k $6.1m $6.1m 0.39% Added +5.1k +5,109
40 Highview Capital Management LLC/DE/ 2.13% of their portfolio BUFFALO GROVE, IL 50,91450.9k $5.9m $5.9m 2.13% Added +18.0k +18,047
41 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 48,09548.1k $5.5m $5.5m 0.04% New
42 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 47,59647.6k $5.5m $5.5m 0.02% Added +36.0k +36,036
43 PCG Wealth Advisors, LLC 1.38% of their portfolio OVERLAND PARK, KS 47,23547.2k $5.4m $5.4m 1.38% Added +1.9k +1,920
44 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 45,55545.6k $5.4m $5.4m 0.03% Added +1.4k +1,382
45 Columbia River Financial Group, LLC 2.64% of their portfolio VANCOUVER, WA 39,46339.5k $4.5m $4.5m 2.64% Added +2.1k +2,055
46 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 39,20839.2k $4.5m $4.5m 0.01% Added +2.8k +2,795
47 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 38,75138.8k $4.5m $4.5m 0.02% Reduced -73.3k -73,335
48 BECK CAPITAL MANAGEMENT, LLC 0.98% of their portfolio AUSTIN, TX 37,21437.2k $4.3m $4.3m 0.98% Added +7.1k +7,083
49 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 35,92835.9k $4.1m $4.1m 0.05% Added +25.6k +25,578
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,98631.0k $3.5m $3.5m 0.00% Reduced -5.3k -5,258
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.07% of their portfolio LOS ANGELES, CA 29,85529.9k $3.4m $3.4m 0.07% Reduced -881 -881
52 First National Trust Co 0.11% of their portfolio Johnstown, PA 28,32628.3k $3.3m $3.3m 0.11% Reduced -2.8k -2,796
53 CONSCIOUS WEALTH INVESTMENTS, LLC 1.89% of their portfolio ATLANTA, GA 28,20228.2k $3.4m $3.4m 1.89% New
54 Steele Capital Management, Inc. 0.13% of their portfolio DUBUQUE, IA 26,67926.7k $3.1m $3.1m 0.13% Reduced -759 -759
55 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 25,82925.8k $3.0m $3.0m 0.03% Added +23.3k +23,313
56 National Wealth Management Group, LLC 1.00% of their portfolio CINCINNATI, OH 23,20023.2k $2.7m $2.7m 1.00% Reduced -1.3k -1,275
57 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 22,76722.8k $2.6m $2.6m 0.03% Added +5.3k +5,342
58 REDW Wealth LLC 1.03% of their portfolio ALBUQUERQUE, NM 22,46622.5k $2.6m $2.6m 1.03% Added +13.5k +13,502
59 Wealth Enhancement Trust Services, Inc. 0.26% of their portfolio SIOUX FALLS, SD 18,73418.7k $2.2m $2.2m 0.26% Added +71 +71
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,62018.6k $2.1m $2.1m 0.00% Added +16.5k +16,548
61 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 18,21318.2k $2.1m $2.1m 0.04% Reduced -241 -241
62 CREATIVE FINANCIAL DESIGNS INC /ADV 0.13% of their portfolio KOKOMO, IN 18,12918.1k $2.1m $2.1m 0.13% Added +621 +621
63 CoreFirst Bank & Trust 1.09% of their portfolio TOPEKA, KS 17,86617.9k $2.1m $2.1m 1.09% Added +547 +547
64 Kovack Advisors, Inc. 0.11% of their portfolio FT. LAUDERDALE, FL 17,13817.1k $2.0m $2.0m 0.11% Added +1.7k +1,704
65 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 16,91216.9k $1.9m $1.9m 0.12% Added +702 +702
66 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 16,84016.8k $2.0m $2.0m 0.05% Added +8.2k +8,248
67 Capital Analysts, LLC 0.05% of their portfolio FORT WASHINGTON, PA 16,51916.5k $1.9m $1.9m 0.05% Added +1.2k +1,239
68 Belpointe Asset Management LLC 0.07% of their portfolio RENO, NV 16,45016.4k $1.9m $1.9m 0.07% Added +1.3k +1,322
69 PATTEN & PATTEN INC/TN 0.11% of their portfolio CHATTANOOGA, TN 16,18016.2k $1.9m $1.9m 0.11% Added +1.6k +1,591
70 FORONJY FINANCIAL LLC 0.76% of their portfolio Los Osos, CA 15,95716.0k $1.8m $1.8m 0.76% Added +806 +806
71 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 15,85815.9k $1.8m $1.8m 0.01% Reduced -72 -72
72 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 15,29215.3k $1.8m $1.8m 0.01% Added +12.9k +12,866
73 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 15,05515.1k $1.7m $1.7m 0.01% Reduced -108 -108
74 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,99815.0k $1.7m $1.7m 0.00% Reduced -6.1k -6,147
75 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 14,62814.6k $1.7m $1.7m 0.00% Added +8.2k +8,151
76 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 14,38514.4k $1.7m $1.7m 0.01% Reduced -2.2k -2,224
77 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 14,21014.2k $1.6m $1.6m 0.01% New
78 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 14,12214.1k $1.6m $1.6m 0.03% Added +362 +362
79 Private Capital Management, LLC 0.15% of their portfolio NAPLES, FL 12,91212.9k $1.5m $1.5m 0.15% Added +851 +851
80 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,72012.7k $1.5m $1.5m 0.00% Added +1.5k +1,460
81 Sovereign Financial Group, Inc. 0.24% of their portfolio STAMFORD, CT 12,01812.0k $1.4m $1.4m 0.24% Added +250 +250
82 Regal Investment Advisors LLC 0.08% of their portfolio KENTWOOD, MI 11,36511.4k $1.3m $1.3m 0.08% Reduced -136 -136
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,75710.8k $1.2m $1.2m 0.00% New
84 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 10,07110.1k $1.2m $1.2m 0.03% New
85 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 10,05410.1k $1.2m $1.2m 0.02% Added +4.3k +4,269
86 PERRYMAN FINANCIAL ADVISORY INC /AD 0.17% of their portfolio DALLAS, TX 9,98710.0k $1.2m $1.2m 0.17% Added +2.2k +2,203
87 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 9,8039.8k $1.1m $1.1m 0.05% Reduced -107 -107
88 PSI Advisors, LLC 0.27% of their portfolio TAMPA, FL 9,7729.8k $1.1m $1.1m 0.27% Added +1.3k +1,310
89 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,3059.3k $1.1m $1.1m 0.00% Added +5.1k +5,095
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,2049.2k $1.1m $1.1m 0.00% Reduced -11.6k -11,578
91 JFS WEALTH ADVISORS, LLC 0.06% of their portfolio HERMITAGE, PA 9,2009.2k $1.1m $1.1m 0.06% Unchanged
92 Goodwin Investment Advisory 1.25% of their portfolio WOODSTOCK, GA 9,1449.1k $1.1m $1.1m 1.25% Unchanged
93 SMITH, MOORE & CO. 0.07% of their portfolio CLAYTON, MO 8,9258.9k $1.0m $1.0m 0.07% Added +50 +50
94 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,8028.8k $1.0m $1.0m 0.00% Added +913 +913
95 SeaCrest Wealth Management, LLC 0.11% of their portfolio PURCHASE, NY 8,6818.7k $1.0m $1.0m 0.11% Added +872 +872
96 Carnegie Investment Counsel 0.02% of their portfolio PEPPER PIKE, OH 8,6798.7k $1.0m $1.0m 0.02% Added +209 +209
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,5448.5k $984.6k $984.6k 0.00% Added +4.6k +4,613
98 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 8,4318.4k $1.0m $1.0m 0.06% Reduced -3.3k -3,259
99 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 7,8437.8k $903.9k $903.9k 0.05% Reduced -403 -403
100 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 7,7567.8k $893.8k $893.8k 0.03% Added +282 +282