Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 EQWL is one-sided between 2026-Q1 and 2026-Q2: 74 added or opened and 22 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
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 gap the other way — the median holder sizes EQWL more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 188 tracked filers holding EQWL, 111 increased or opened the position and 77 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 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 8
- SAXON INTERESTS, INC.$10M
- SYKON CAPITAL LLC$6M
- Planning Strategies Inc.$4M
- MARSHALL WACE, LLP$2M
- Ameritas Advisory Services, LLC$906K
- GTS SECURITIES LLC$712K
Full exits 12
- Thrivent Financial for Lutherans$24M
- Cambridge Investment Research Advisors, Inc.$21M
- Integrated Wealth Concepts LLC$6M
- Columbia River Financial Group, LLC$5M
- Janney Montgomery Scott LLC$5M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
Largest adds
- LPL Financial LLC$26M
- NewEdge Advisors, LLC$24M
- MORGAN STANLEY$21M
- EP Wealth Advisors, LLC$19M
- BANK OF AMERICA CORP /DE/$18M
- ENVESTNET ASSET MANAGEMENT INC$17M
Largest trims
- KPP Advisory Services LLC$5M
- ROYAL BANK OF CANADA$3M
- Independent Advisor Alliance$3M
- FORONJY FINANCIAL LLC$2M
- Able Wealth Management LLC$2M
- RFP Financial Group LLC$952K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,001,311 | $258M | 17.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,069,858 | $138M | 9.3% | 2026-Q2 |
| MORGAN STANLEY added | 781,550 | $101M | 6.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 638,963 | $82M | 5.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 522,810 | $67M | 4.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 522,262 | $67M | 4.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 395,132 | $51M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 359,357 | $46M | 3.1% | 2026-Q2 |
| REICON WEALTH ADVISORS, LLC added | 349,630 | $45M | 3.0% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 319,663 | $41M | 2.8% | 2026-Q2 |
| Altus Wealth Management, LLC added | 313,710 | $40M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 257,710 | $33M | 2.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 232,199 | $30M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 189,430 | $24M | 1.6% | 2026-Q2 |
| CM WEALTH ADVISORS LLC added | 157,710 | $20M | 1.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 157,623 | $20M | 1.4% | 2026-Q2 |
| RFP Financial Group LLC trimmed | 157,285 | $20M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 152,334 | $20M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 146,007 | $19M | 1.3% | 2026-Q2 |
| Prentice Wealth Management LLC added | 142,645 | $18M | 1.2% | 2026-Q2 |
| Schorn Wealth LLC added | 138,770 | $18M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 133,882 | $17M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 126,024 | $16M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 116,756 | $15M | 1.0% | 2026-Q2 |
| Argent Advisors, Inc. added | 96,380 | $12M | 0.8% | 2026-Q2 |
| YHB Investment Advisors, Inc. added | 90,021 | $12M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 86,061 | $11M | 0.7% | 2026-Q2 |
| Forza Wealth Management, LLC added | 84,287 | $11M | 0.7% | 2026-Q2 |
| SAXON INTERESTS, INC. new | 79,387 | $10M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 71,578 | $9M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 69,209 | $9M | 0.6% | 2026-Q2 |
| UBS Group AG added | 66,683 | $9M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 57,360 | $7M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 56,517 | $7M | 0.5% | 2026-Q2 |
| &PARTNERS added | 55,957 | $7M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 55,372 | $7M | 0.5% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 54,405 | $7M | 0.5% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 53,357 | $7M | 0.5% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 50,977 | $7M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 50,254 | $6M | 0.4% | 2026-Q2 |
| Highview Capital Management LLC/DE/ trimmed | 47,991 | $6M | 0.4% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 47,736 | $6M | 0.4% | 2026-Q2 |
| SYKON CAPITAL LLC new | 44,950 | $6M | 0.4% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 43,169 | $6M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 40,270 | $5M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 35,451 | $5M | 0.3% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 35,228 | $5M | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 31,254 | $4M | 0.3% | 2026-Q2 |
| Planning Strategies Inc. new | 30,222 | $4M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 29,425 | $4M | 0.3% | 2026-Q2 |
| CONSCIOUS WEALTH INVESTMENTS, LLC added | 29,272 | $4M | 0.3% | 2026-Q2 |
| First National Trust Co trimmed | 28,005 | $4M | 0.2% | 2026-Q2 |
| Steele Capital Management, Inc. added | 26,797 | $3M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 26,674 | $3M | 0.2% | 2026-Q2 |
| REDW Wealth LLC added | 25,261 | $3M | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 22,436 | $3M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 20,997 | $3M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 20,249 | $3M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 19,479 | $3M | 0.2% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 18,663 | $2M | 0.1% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 18,660 | $2M | 0.2% | 2026-Q2 |
| CoreFirst Bank & Trust added | 18,232 | $2M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 17,411 | $2M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 16,545 | $2M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 16,285 | $2M | 0.1% | 2026-Q2 |
| Private Capital Management, LLC added | 15,801 | $2M | 0.1% | 2026-Q2 |
| Paradigm, Strategies in Wealth Management, LLC added | 15,610 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 15,072 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 15,036 | $2M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 14,478 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 14,282 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 12,714 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 12,422 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,322 | $2M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 12,141 | $2M | 0.1% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 11,685 | $2M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 11,406 | $1M | 0.1% | 2026-Q2 |
| PSI Advisors, LLC added | 11,054 | $1M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 11,036 | $1M | 0.1% | 2026-Q2 |
| Goodwin Investment Advisory added | 10,829 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,513 | $1M | 0.1% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 10,421 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 10,185 | $1M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 9,395 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 9,374 | $1M | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 9,200 | $1M | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 9,039 | $1M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 8,981 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 8,954 | $1M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. | 8,925 | $1M | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel added | 8,686 | $1M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 8,668 | $1M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 8,489 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 7,798 | $1M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 7,742 | $999K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 7,603 | $981K | 0.1% | 2026-Q2 |
| StoneX Group Inc. added | 7,431 | $958K | 0.1% | 2026-Q2 |
| Allegheny Financial Group added | 7,401 | $955K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 7,019 | $906K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 6,778 | $874K | 0.1% | 2026-Q2 |
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.