Who owns EQAL
Which tracked institutional funds hold EQAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EQAL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EQAL is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EQAL’s largest tracked holder by dollar value, STIFEL FINANCIAL CORP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EQAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 90 tracked filers holding EQAL, 48 increased or opened the position and 37 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EQAL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- GOLDMAN SACHS GROUP INC$4M
- National Philanthropic Trust$1M
- Everest Private Wealth$1M
- FIDUCIARY FINANCIAL ADVISORS$669K
Full exits 4
- Empowered Funds, LLC$3M
- Thrivent Financial for Lutherans$3M
- Capital Advisors, Ltd. LLC$3M
- Janney Montgomery Scott LLC$1M
Largest adds
- STIFEL FINANCIAL CORP$18M
- UBS Group AG$2M
- BANK OF AMERICA CORP /DE/$2M
- MORGAN STANLEY$2M
- Geneos Wealth Management Inc.$2M
- ROYAL BANK OF CANADA$1M
Largest trims
- SYKON CAPITAL LLC$4M
- Sanctuary Advisors, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP trimmed | 4,627,456 | $274M | 63.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 400,248 | $24M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 228,655 | $14M | 3.1% | 2026-Q2 |
| MORGAN STANLEY added | 211,835 | $13M | 2.9% | 2026-Q2 |
| UBS Group AG added | 155,539 | $9M | 2.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 125,102 | $7M | 1.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 118,711 | $7M | 1.6% | 2026-Q2 |
| Wick Capital Partners, LLC trimmed | 76,086 | $5M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 73,789 | $4M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 52,941 | $3M | 0.7% | 2026-Q2 |
| Arkadios Wealth Advisors added | 51,365 | $3M | 0.7% | 2026-Q2 |
| Lunt Capital Management, Inc. added | 48,007 | $3M | 0.7% | 2026-Q2 |
| BINGHAM PRIVATE WEALTH, LLC added | 47,694 | $3M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 45,280 | $3M | 0.6% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 44,074 | $3M | 0.6% | 2026-Q2 |
| Davis Investment Partners, LLC trimmed | 35,187 | $2M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 34,605 | $2M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 30,034 | $2M | 0.4% | 2026-Q2 |
| Carroll Advisory Group, LLC | 29,732 | $2M | 0.4% | 2026-Q2 |
| Friedenthal Financial added | 29,344 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,999 | $2M | 0.4% | 2026-Q2 |
| SFE Investment Counsel trimmed | 26,829 | $2M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 23,958 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 22,507 | $1M | 0.3% | 2026-Q2 |
| Shade Tree Advisors LLC | 22,008 | $1M | 0.3% | 2026-Q2 |
| National Philanthropic Trust added | 21,820 | $1M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 19,976 | $1M | 0.3% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC added | 18,857 | $1M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,767 | $1M | 0.3% | 2026-Q2 |
| Breakwater Capital Group added | 18,538 | $1M | 0.3% | 2026-Q2 |
| Everest Private Wealth new | 16,993 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 15,466 | $914K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 14,690 | $870K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,904 | $824K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 13,653 | $809K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 12,717 | $754K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 11,291 | $669K | 0.2% | 2026-Q2 |
| FMR LLC added | 10,534 | $624K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,356 | $614K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 10,252 | $607K | 0.1% | 2026-Q2 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 9,757 | $590K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC trimmed | 9,468 | $561K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 9,200 | $545K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 8,492 | $503K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 8,267 | $490K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 8,043 | $477K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 7,903 | $468K | 0.1% | 2026-Q2 |
| Fielder Capital Group LLC | 7,815 | $463K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 7,420 | $440K | 0.1% | 2026-Q2 |
| Choate Investment Advisors | 7,050 | $418K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,987 | $414K | 0.1% | 2026-Q2 |
| Gilliland Jeter Wealth Management LLC added | 6,476 | $384K | 0.1% | 2026-Q2 |
| Fort Point Capital Partners LLC trimmed | 6,102 | $362K | 0.1% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC | 6,172 | $340K | 0.1% | 2026-Q2 |
| Castleview Partners, LLC added | 5,620 | $333K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 5,610 | $332K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 5,404 | $320K | 0.1% | 2026-Q2 |
| Rede Wealth, LLC trimmed | 5,386 | $319K | 0.1% | 2026-Q2 |
| Integris Wealth Management, LLC | 5,200 | $308K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC | 5,124 | $304K | 0.1% | 2026-Q2 |
| Dodds Wealth, LLC | 5,093 | $302K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP | 5,018 | $297K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,723 | $280K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 4,576 | $271K | 0.1% | 2026-Q2 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. new | 4,519 | $268K | 0.1% | 2026-Q2 |
| Pinnacle Family Advisors, LLC new | 4,220 | $250K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,203 | $249K | 0.1% | 2026-Q2 |
| Westshore Wealth, LLC new | 4,072 | $241K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 4,017 | $238K | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC | 3,992 | $237K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC new | 3,641 | $216K | 0.0% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 3,509 | $208K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,411 | $202K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,798 | $166K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 2,118 | $126K | 0.0% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 2,027 | $120K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC | 1,538 | $91K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 1,086 | $64K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 982 | $58K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 525 | $31K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 430 | $25K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC | 275 | $16K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 250 | $15K | 0.0% | 2026-Q2 |
| Game Plan Financial Advisors, LLC | 200 | $12K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 156 | $9K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 52 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 50 | $3K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 30 | $2K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 7 | $414 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $23 | 0.0% | 2026-Q2 |
| Empowered Funds, LLC added | 50,514 | $3M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 46,575 | $3M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC trimmed | 46,075 | $3M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 22,082 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Clark Asset Management, LLC new | 24,192 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED new | 32,521 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 25,191 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Total Clarity Wealth Management, Inc. added | 24,882 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Focus Partners Advisor Solutions, LLC new | 24,759 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Peirce Capital Management, LLC new | 24,113 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.