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Institutional Ownership · SEC Form 13F

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.

185
Institutional holders
11,659,577
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added2,017,496$232M17.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,053,691$121M9.0%2026-Q1
MORGAN STANLEY added688,546$79M5.9%2026-Q1
Cetera Investment Advisers added678,768$78M5.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed542,440$62M4.6%2026-Q1
OSAIC HOLDINGS, INC. added462,130$53M3.9%2026-Q1
REICON WEALTH ADVISORS, LLC added346,724$40M2.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added321,461$36M2.7%2026-Q1
Bond & Devick Financial Network, Inc. trimmed311,446$36M2.6%2026-Q1
Altus Wealth Management, LLC added308,732$36M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added281,275$32M2.4%2026-Q1
Private Advisor Group, LLC added260,206$30M2.2%2026-Q1
BANK OF AMERICA CORP /DE/ added246,138$28M2.1%2026-Q1
Thrivent Financial for Lutherans added209,098$24M1.8%2026-Q1
RFP Financial Group LLC trimmed184,357$21M1.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added182,746$21M1.6%2026-Q1
CM WEALTH ADVISORS LLC added151,136$17M1.3%2026-Q1
STIFEL FINANCIAL CORP added148,835$17M1.3%2026-Q1
Prentice Wealth Management LLC trimmed138,942$16M1.2%2026-Q1
Fiduciary Planning LLC trimmed135,550$16M1.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed128,325$15M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added124,598$14M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added120,041$14M1.0%2026-Q1
PRINCIPAL SECURITIES, INC. added111,670$13M0.9%2026-Q1
ROYAL BANK OF CANADA added103,346$12M0.9%2026-Q1
KPP Advisory Services LLC added102,185$12M0.9%2026-Q1
Argent Advisors, Inc. added93,309$11M0.8%2026-Q1
TRUIST FINANCIAL CORP added79,936$9M0.7%2026-Q1
Forza Wealth Management, LLC added78,706$9M0.7%2026-Q1
YHB Investment Advisors, Inc. added78,526$9M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed65,974$8M0.6%2026-Q1
Advisory Services Network, LLC added63,322$7M0.5%2026-Q1
Able Wealth Management LLC trimmed61,864$7M0.5%2026-Q1
UBS Group AG added60,017$7M0.5%2026-Q1
Rothschild Wealth LLC trimmed54,281$6M0.5%2026-Q1
Merit Financial Group, LLC added53,695$6M0.5%2026-Q1
&PARTNERS added52,722$6M0.4%2026-Q1
Fifth Third Securities, Inc. added52,506$6M0.4%2026-Q1
Highview Capital Management LLC/DE/ added50,914$6M0.4%2026-Q1
Integrated Wealth Concepts LLC added48,095$6M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added47,596$5M0.4%2026-Q1
PCG Wealth Advisors, LLC added47,235$5M0.4%2026-Q1
Equitable Holdings, Inc. added45,555$5M0.4%2026-Q1
Columbia River Financial Group, LLC added39,463$5M0.3%2026-Q1
Janney Montgomery Scott LLC added39,208$5M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed38,751$4M0.3%2026-Q1
BECK CAPITAL MANAGEMENT, LLC added37,214$4M0.3%2026-Q1
Stratos Wealth Partners, LTD. added35,928$4M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed30,986$3M0.3%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed29,855$3M0.3%2026-Q1
CONSCIOUS WEALTH INVESTMENTS, LLC new28,202$3M0.3%2026-Q1
First National Trust Co trimmed28,326$3M0.2%2026-Q1
Steele Capital Management, Inc. trimmed26,679$3M0.2%2026-Q1
Independent Advisor Alliance added25,829$3M0.2%2026-Q1
National Wealth Management Group, LLC trimmed23,200$3M0.2%2026-Q1
Foundations Investment Advisors, LLC added22,767$3M0.2%2026-Q1
REDW Wealth LLC added22,466$3M0.2%2026-Q1
Wealth Enhancement Trust Services, Inc. added18,734$2M0.2%2026-Q1
JANE STREET GROUP, LLC added18,620$2M0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed18,213$2M0.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added18,129$2M0.2%2026-Q1
Chicago Partners Investment Group LLC added16,840$2M0.2%2026-Q1
Kovack Advisors, Inc. added17,138$2M0.1%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added16,912$2M0.1%2026-Q1
Capital Analysts, LLC added16,519$2M0.1%2026-Q1
Belpointe Asset Management LLC added16,450$2M0.1%2026-Q1
PATTEN & PATTEN INC/TN added16,180$2M0.1%2026-Q1
FORONJY FINANCIAL LLC added15,957$2M0.1%2026-Q1
Beacon Pointe Advisors, LLC trimmed15,858$2M0.1%2026-Q1
EP Wealth Advisors, LLC added15,292$2M0.1%2026-Q1
Aptus Capital Advisors, LLC trimmed15,055$2M0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed14,998$2M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added14,628$2M0.1%2026-Q1
PARK AVENUE SECURITIES LLC trimmed14,385$2M0.1%2026-Q1
HRT FINANCIAL LP new14,210$2M0.1%2026-Q1
Arkadios Wealth Advisors added14,122$2M0.1%2026-Q1
Private Capital Management, LLC added12,912$1M0.1%2026-Q1
Bank of New York Mellon Corp added12,720$1M0.1%2026-Q1
Sovereign Financial Group, Inc. added12,018$1M0.1%2026-Q1
Regal Investment Advisors LLC trimmed11,365$1M0.1%2026-Q1
FIFTH THIRD BANCORP added10,757$1M0.1%2026-Q1
WCG Wealth Advisors LLC new10,071$1M0.1%2026-Q1
Kingsview Wealth Management, LLC added10,054$1M0.1%2026-Q1
PERRYMAN FINANCIAL ADVISORY INC /AD added9,987$1M0.1%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed9,803$1M0.1%2026-Q1
PSI Advisors, LLC added9,772$1M0.1%2026-Q1
HighTower Advisors, LLC added9,305$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,204$1M0.1%2026-Q1
JFS WEALTH ADVISORS, LLC9,200$1M0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added169,949$19M1.4%2025-Q2 stale
Systelligence, LLC trimmed80,853$10M0.7%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP new66,800$8M0.6%2025-Q3 stale
Siligmueller & Norvid Wealth Advisors LLC added67,519$7M0.5%2025-Q2 stale
Atria Wealth Solutions, Inc. added26,547$3M0.2%2025-Q2 stale
CHB Investment Group, LLC trimmed22,966$3M0.2%2025-Q2 stale
VISTA INVESTMENT PARTNERS II, LLC added21,621$2M0.2%2025-Q3 stale
CoreFirst Bank & Trust trimmed17,319$2M0.2%2025-Q4 stale
INTEGRITY ALLIANCE, LLC. new16,254$2M0.1%2025-Q1 stale
CITADEL ADVISORS LLC added12,700$1M0.1%2025-Q3 stale
COMERICA BANK added11,054$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership