EQAL — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (EQAL)? 6 institutions reported holding $5.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Longview Financial Advisors, Inc. ($2.3M), Breakwater Capital Group ($1.1M), Diversified Management Inc ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Longview Financial Advisors, Inc. | $2.3M | 39,780 | Trimmed |
| 2 | Breakwater Capital Group | $1.1M | 19,637 | Added |
| 3 | DIVERSIFIED MANAGEMENT INC | $1.1M | 18,945 | Added |
| 4 | Castleview Partners, LLC | $318,250 | 5,557 | Trimmed |
| 5 | Valeo Financial Advisors, LLC | $200,976 | 3,509 | Hold |
| 6 | CX Institutional | $5,000 | 94 | Added |
Source: SEC Form 13F filings · as of 2026-09-30