173 tracked 13F filers disclose a position in EQWL as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $232.5M | 2.0M | ▲+14% Added · +252K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $121.4M | 1.1M | ▲12× Added · +969K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $79.3M | 689K | ▲+9.8% Added · +61K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $78.2M | 679K | ▲+3.4% Added · +22K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $62.5M | 542K | ▼−25% Reduced · −181K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $53.3M | 462K | ▲+58% Added · +170K sh | Q1 2026 | |
| 7 | REICON WEALTH ADVISORS, LLC | $45.1M | 350K | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $36.2M | 321K | ▲+36% Added · +85K sh | Q1 2026 | |
| 9 | Bond & Devick Financial Network, Inc. | $41.2M | 320K | ▲+2.6% Added · +8K sh | Q2 2026 | |
| 10 | Altus Wealth Management, LLC | $40.5M | 314K | ▲+1.6% Added · +5K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $32.4M | 281K | ▲+25% Added · +56K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $28.4M | 246K | ▲+8.8% Added · +20K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $30.0M | 232K | ▼−11% Reduced · −28K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | $24.4M | 189K | ▲+83% Added · +86K sh | Q2 2026 | |
| 15 | CM WEALTH ADVISORS LLC | $20.3M | 158K | ▲+4.3% Added · +7K sh | Q2 2026 | |
| 16 | EP Wealth Advisors, LLC | $20.3M | 158K | ▲10× Added · +142K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $17.2M | 149K | ▲46× Added · +146K sh | Q1 2026 | |
| 18 | Prentice Wealth Management LLC | $18.4M | 143K | ▲+2.7% Added · +4K sh | Q2 2026 | |
| 19 | Schorn Wealth LLC | $17.9M | 139K | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.8M | 128K | ▼−16% Reduced · −25K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $14.4M | 125K | ▲+12% Added · +13K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $13.8M | 120K | ▲+7.5% Added · +8K sh | Q1 2026 | |
| 23 | PRINCIPAL SECURITIES, INC. | $15.1M | 117K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $11.9M | 103K | ▲+51% Added · +35K sh | Q1 2026 | |
| 25 | Argent Advisors, Inc. | $12.4M | 96K | ▲+3.3% Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in EQWL and 26 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 79 funds | $9.8B |
| MICROSOFT CORPMSFT | 79 funds | $5.2B |
| AMAZON.COM INCAMZN | 79 funds | $5.1B |
| NVIDIA CORPNVDA | 78 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 78 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 78 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 78 funds | $2.8B |
| ISHARES CORE S&P 500 ETFIVV | 77 funds | $7.2B |
| VANGUARD S&P 500 ETFVOO | 77 funds | $5.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $8.9B |
Ranked by how many of EQWL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for EQWL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EQWL/capital-change-brief"
Use Arkolith's capital_change_brief for EQWL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EQWL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.