Who owns EQWL (EQWL)
Which tracked institutional funds hold EQWL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EQWL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
51 tracked funds added or opened EQWL while 24 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
EQWL’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EQWL 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 2025-Q4 and 2026-Q1, across 185 tracked filers holding EQWL, 119 increased or opened the position and 53 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 EQWL between the 2025-Q4 and 2026-Q1 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 11
- Integrated Wealth Concepts LLC$6M
- CONSCIOUS WEALTH INVESTMENTS, LLC$3M
- HRT FINANCIAL LP$2M
- FIFTH THIRD BANCORP$1M
- WCG Wealth Advisors LLC$1M
- Gotham Asset Management, LLC$892K
Full exits 7
- Systelligence, LLC$10M
- CoreFirst Bank & Trust$2M
- COMERICA BANK$1M
- OakTrust Wealth Advisors, LLC$829K
- COMPASS CAPITAL MANAGEMENT, INC$588K
- Betterment LLC$520K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$111M
- LPL Financial LLC$24M
- OSAIC HOLDINGS, INC.$19M
- STIFEL FINANCIAL CORP$17M
- REICON WEALTH ADVISORS, LLC$10M
- JONES FINANCIAL COMPANIES LLLP$8M
Largest trims
- RFP Financial Group LLC$33M
- AMERIPRISE FINANCIAL INC$23M
- Kestra Advisory Services, LLC$9M
- Able Wealth Management LLC$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
- Financially Speaking Inc$5M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,017,496 | $232M | 17.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,053,691 | $121M | 9.0% | 2026-Q1 |
| MORGAN STANLEY added | 688,546 | $79M | 5.9% | 2026-Q1 |
| Cetera Investment Advisers added | 678,768 | $78M | 5.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 542,440 | $62M | 4.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 462,130 | $53M | 3.9% | 2026-Q1 |
| REICON WEALTH ADVISORS, LLC added | 346,724 | $40M | 2.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 321,461 | $36M | 2.7% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. trimmed | 311,446 | $36M | 2.6% | 2026-Q1 |
| Altus Wealth Management, LLC added | 308,732 | $36M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 281,275 | $32M | 2.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 260,206 | $30M | 2.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 246,138 | $28M | 2.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 209,098 | $24M | 1.8% | 2026-Q1 |
| RFP Financial Group LLC trimmed | 184,357 | $21M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 182,746 | $21M | 1.6% | 2026-Q1 |
| CM WEALTH ADVISORS LLC added | 151,136 | $17M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 148,835 | $17M | 1.3% | 2026-Q1 |
| Prentice Wealth Management LLC trimmed | 138,942 | $16M | 1.2% | 2026-Q1 |
| Fiduciary Planning LLC trimmed | 135,550 | $16M | 1.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 128,325 | $15M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 124,598 | $14M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 120,041 | $14M | 1.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 111,670 | $13M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 103,346 | $12M | 0.9% | 2026-Q1 |
| KPP Advisory Services LLC added | 102,185 | $12M | 0.9% | 2026-Q1 |
| Argent Advisors, Inc. added | 93,309 | $11M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 79,936 | $9M | 0.7% | 2026-Q1 |
| Forza Wealth Management, LLC added | 78,706 | $9M | 0.7% | 2026-Q1 |
| YHB Investment Advisors, Inc. added | 78,526 | $9M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 65,974 | $8M | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC added | 63,322 | $7M | 0.5% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 61,864 | $7M | 0.5% | 2026-Q1 |
| UBS Group AG added | 60,017 | $7M | 0.5% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 54,281 | $6M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 53,695 | $6M | 0.5% | 2026-Q1 |
| &PARTNERS added | 52,722 | $6M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 52,506 | $6M | 0.4% | 2026-Q1 |
| Highview Capital Management LLC/DE/ added | 50,914 | $6M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 48,095 | $6M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 47,596 | $5M | 0.4% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 47,235 | $5M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 45,555 | $5M | 0.4% | 2026-Q1 |
| Columbia River Financial Group, LLC added | 39,463 | $5M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 39,208 | $5M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 38,751 | $4M | 0.3% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC added | 37,214 | $4M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 35,928 | $4M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 30,986 | $3M | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 29,855 | $3M | 0.3% | 2026-Q1 |
| CONSCIOUS WEALTH INVESTMENTS, LLC new | 28,202 | $3M | 0.3% | 2026-Q1 |
| First National Trust Co trimmed | 28,326 | $3M | 0.2% | 2026-Q1 |
| Steele Capital Management, Inc. trimmed | 26,679 | $3M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 25,829 | $3M | 0.2% | 2026-Q1 |
| National Wealth Management Group, LLC trimmed | 23,200 | $3M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 22,767 | $3M | 0.2% | 2026-Q1 |
| REDW Wealth LLC added | 22,466 | $3M | 0.2% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 18,734 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 18,620 | $2M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 18,213 | $2M | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 18,129 | $2M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 16,840 | $2M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 17,138 | $2M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 16,912 | $2M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 16,519 | $2M | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 16,450 | $2M | 0.1% | 2026-Q1 |
| PATTEN & PATTEN INC/TN added | 16,180 | $2M | 0.1% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 15,957 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 15,858 | $2M | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 15,292 | $2M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 15,055 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 14,998 | $2M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 14,628 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 14,385 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 14,210 | $2M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 14,122 | $2M | 0.1% | 2026-Q1 |
| Private Capital Management, LLC added | 12,912 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 12,720 | $1M | 0.1% | 2026-Q1 |
| Sovereign Financial Group, Inc. added | 12,018 | $1M | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 11,365 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 10,757 | $1M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC new | 10,071 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 10,054 | $1M | 0.1% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 9,987 | $1M | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 9,803 | $1M | 0.1% | 2026-Q1 |
| PSI Advisors, LLC added | 9,772 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 9,305 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,204 | $1M | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC | 9,200 | $1M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 169,949 | $19M | 1.4% | 2025-Q2 stale |
| Systelligence, LLC trimmed | 80,853 | $10M | 0.7% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 66,800 | $8M | 0.6% | 2025-Q3 stale |
| Siligmueller & Norvid Wealth Advisors LLC added | 67,519 | $7M | 0.5% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 26,547 | $3M | 0.2% | 2025-Q2 stale |
| CHB Investment Group, LLC trimmed | 22,966 | $3M | 0.2% | 2025-Q2 stale |
| VISTA INVESTMENT PARTNERS II, LLC added | 21,621 | $2M | 0.2% | 2025-Q3 stale |
| CoreFirst Bank & Trust trimmed | 17,319 | $2M | 0.2% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 16,254 | $2M | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 12,700 | $1M | 0.1% | 2025-Q3 stale |
| COMERICA BANK added | 11,054 | $1M | 0.1% | 2025-Q4 stale |
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.