On this page, we present all of the funds holding EQWL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EQWL, with a link to that fund's top holdings. The next columns indicate the amount of EQWL stock held by each of the funds holding EQWL, followed by the EQWL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 95 funds holding EQWL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding EQWL), click the fund name in the "Holder" column of the funds-holding-EQWL table below.

Holder	Amount	Position Size ($ in 1000's)	As of
LPL Financial LLC	469,363	$41,097	12/31/2023
EQWL	469,363	$41,097	12/31/2023
Fiduciary Planning LLC	281,710	$24,667	12/31/2023
EQWL	281,710	$24,667	12/31/2023
Morgan Stanley	202,742	$17,752	12/31/2023
EQWL	202,742	$17,752	12/31/2023
Cetera Advisor Networks LLC	195,850	$17,149	12/31/2023
EQWL	195,850	$17,149	12/31/2023
Ameriprise Financial Inc.	170,976	$14,989	12/31/2023
EQWL	170,976	$14,989	12/31/2023
Prentice Wealth Management LLC	118,146	$11,211	03/31/2024
EQWL	118,146	$11,211	03/31/2024
Bank of America Corp DE	112,702	$9,868	12/31/2023
EQWL	112,702	$9,868	12/31/2023
Wealth Enhancement Advisory Services LLC	95,366	$9,049	03/31/2024
EQWL	95,366	$9,049	03/31/2024
Bond & Devick Financial Network Inc.	88,091	$7,713	12/31/2023
EQWL	88,091	$7,713	12/31/2023
Thrivent Financial for Lutherans	76,329	$6,683	12/31/2023
EQWL	76,329	$6,683	12/31/2023
Raymond James Financial Services Advisors Inc.	74,434	$6,517	12/31/2023
EQWL	74,434	$6,517	12/31/2023
Northwestern Mutual Wealth Management Co.	49,156	$4,304	12/31/2023
EQWL	49,156	$4,304	12/31/2023
ICA Group Wealth Management LLC	40,543	$3,550	12/31/2023
EQWL	40,543	$3,550	12/31/2023
UBS Group AG	36,300	$3,178	12/31/2023
EQWL	36,300	$3,178	12/31/2023
PCG Wealth Advisors LLC	32,199	$3,055	03/31/2024
EQWL	32,199	$3,055	03/31/2024
Able Wealth Management LLC	33,360	$2,921	12/31/2023
EQWL	33,360	$2,921	12/31/2023
Envestnet Asset Management Inc.	32,412	$2,838	12/31/2023
EQWL	32,412	$2,838	12/31/2023
First National Trust Co	31,267	$2,738	12/31/2023
EQWL	31,267	$2,738	12/31/2023
Merit Financial Group LLC	27,453	$2,404	12/31/2023
EQWL	27,453	$2,404	12/31/2023
Harbour Investments Inc.	25,092	$2,197	12/31/2023
EQWL	25,092	$2,197	12/31/2023
Commonwealth Equity Services LLC	25,081	$2,196	12/31/2023
EQWL	25,081	$2,196	12/31/2023
Truist Financial Corp	24,901	$2,180	12/31/2023
EQWL	24,901	$2,180	12/31/2023
National Wealth Management Group LLC	24,844	$2,175	12/31/2023
EQWL	24,844	$2,175	12/31/2023
Royal Bank of Canada	24,625	$2,156	12/31/2023
EQWL	24,625	$2,156	12/31/2023
Captrust Financial Advisors	19,714	$1,726	12/31/2023
EQWL	19,714	$1,726	12/31/2023
Steele Capital Management Inc.	17,991	$1,707	03/31/2024
EQWL	17,991	$1,707	03/31/2024
Advisor Group Holdings Inc.	19,082	$1,671	12/31/2023
EQWL	19,082	$1,671	12/31/2023
Susquehanna International Group LLP	18,245	$1,598	12/31/2023
EQWL	18,245	$1,598	12/31/2023
Mariner LLC	18,043	$1,580	12/31/2023
EQWL	18,043	$1,580	12/31/2023
Fifth Third Securities Inc.	15,554	$1,476	03/31/2024
EQWL	15,554	$1,476	03/31/2024
Kestra Advisory Services LLC	16,709	$1,463	12/31/2023
EQWL	16,709	$1,463	12/31/2023
Blue Chip Partners Inc.	15,758	$1,380	12/31/2023
EQWL	15,758	$1,380	12/31/2023
CWM LLC	14,074	$1,335	03/31/2024
EQWL	14,074	$1,335	03/31/2024
CoreFirst Bank & Trust	13,574	$1,189	12/31/2023
EQWL	13,574	$1,189	12/31/2023
Cetera Investment Advisers	13,404	$1,174	12/31/2023
EQWL	13,404	$1,174	12/31/2023
Personal CFO Solutions LLC	12,717	$1,114	12/31/2023
EQWL	12,717	$1,114	12/31/2023
Napa Wealth Management	12,604	$1,104	12/31/2023
EQWL	12,604	$1,104	12/31/2023
Winthrop Capital Management LLC	11,966	$1,048	12/31/2023
EQWL	11,966	$1,048	12/31/2023
Kingswood Wealth Advisors LLC	10,586	$1,005	03/31/2024
EQWL	10,586	$1,005	03/31/2024
Cedar Brook Financial Partners LLC	10,336	$981	03/31/2024
EQWL	10,336	$981	03/31/2024
Lincoln National Corp	11,078	$970	12/31/2023
EQWL	11,078	$970	12/31/2023
Neuberger Berman Group LLC	10,600	$928	12/31/2023
EQWL	10,600	$928	12/31/2023
Raymond James & Associates	9,544	$836	12/31/2023
EQWL	9,544	$836	12/31/2023
Park Avenue Securities LLC	8,512	$808	03/31/2024
EQWL	8,512	$808	03/31/2024
Private Capital Management LLC	8,948	$783	12/31/2023
EQWL	8,948	$783	12/31/2023
Cambridge Investment Research Advisors Inc.	8,754	$766	12/31/2023
EQWL	8,754	$766	12/31/2023
Carnegie Capital Asset Management LLC	8,480	$742	12/31/2023
EQWL	8,480	$742	12/31/2023
Goldman Sachs Group Inc.	8,102	$709	12/31/2023
EQWL	8,102	$709	12/31/2023
Allegheny Financial Group LTD	7,988	$699	12/31/2023
EQWL	7,988	$699	12/31/2023
GWM Advisors LLC	7,721	$681	12/31/2023
EQWL	7,721	$681	12/31/2023
Smith Moore & CO.	7,425	$650	12/31/2023
EQWL	7,425	$650	12/31/2023
Nations Financial Group Inc. IA ADV	6,409	$561	12/31/2023
EQWL	6,409	$561	12/31/2023
D.A. Davidson & CO.	6,082	$533	12/31/2023
EQWL	6,082	$533	12/31/2023
Lakeview Capital Partners LLC	5,900	$517	12/31/2023
EQWL	5,900	$517	12/31/2023
MML Investors Services LLC	5,791	$507	12/31/2023
EQWL	5,791	$507	12/31/2023
Visionary Wealth Advisors	5,173	$453	12/31/2023
EQWL	5,173	$453	12/31/2023
Wintrust Investments LLC	4,950	$433	12/31/2023
EQWL	4,950	$433	12/31/2023
First Heartland Consultants Inc.	4,700	$412	12/31/2023
EQWL	4,700	$412	12/31/2023
Beck Capital Management LLC	4,516	$395	12/31/2023
EQWL	4,516	$395	12/31/2023
Steel Peak Wealth Management LLC	3,920	$372	03/31/2024
EQWL	3,920	$372	03/31/2024
Thoroughbred Financial Services LLC	4,080	$357	12/31/2023
EQWL	4,080	$357	12/31/2023
Brookstone Capital Management	3,580	$340	03/31/2024
EQWL	3,580	$340	03/31/2024
Durante & Waters LLC	3,600	$315	12/31/2023
EQWL	3,600	$315	12/31/2023
Avantax Advisory Services Inc.	3,444	$302	12/31/2023
EQWL	3,444	$302	12/31/2023
Cahill Financial Advisors Inc.	3,429	$300	12/31/2023
EQWL	3,429	$300	12/31/2023
Comerica Bank	3,217	$282	12/31/2023
EQWL	3,217	$282	12/31/2023
Atria Wealth Solutions Inc.	3,027	$265	12/31/2023
EQWL	3,027	$265	12/31/2023
Ullmann Financial Group Inc.	2,970	$260	12/31/2023
EQWL	2,970	$260	12/31/2023
FLC Capital Advisors	2,800	$245	12/31/2023
EQWL	2,800	$245	12/31/2023
Advisor Resource Council	2,516	$220	03/31/2024
EQWL	2,516	$220	03/31/2024
Sanders Morris Harris LLC	2,251	$214	03/31/2024
EQWL	2,251	$214	03/31/2024
PSI Advisors LLC	2,436	$213	12/31/2023
EQWL	2,436	$213	12/31/2023
J.W. Cole Advisors Inc.	2,362	$207	12/31/2023
EQWL	2,362	$207	12/31/2023
Citadel Advisors LLC	2,301	$201	12/31/2023
EQWL	2,301	$201	12/31/2023
Halpern Financial Inc.	1,275	$119	03/31/2024
EQWL	1,275	$119	03/31/2024
Advisory Services Network LLC	1,348	$118	12/31/2023
EQWL	1,348	$118	12/31/2023
Frazier Financial Advisors LLC	1,072	$94	12/31/2023
EQWL	1,072	$94	12/31/2023
Tanglewood Legacy Advisors LLC	570	$54	03/31/2024
EQWL	570	$54	03/31/2024
Spire Wealth Management	572	$50	12/31/2023
EQWL	572	$50	12/31/2023
Tradition Wealth Management LLC	500	$44	12/31/2023
EQWL	500	$44	12/31/2023
Aptus Capital Advisors LLC	485	$42	12/31/2023
EQWL	485	$42	12/31/2023
Aspire Wealth Management Corp	400	$35	12/31/2023
EQWL	400	$35	12/31/2023
Providence Capital Advisors LLC	344	$30	12/31/2023
EQWL	344	$30	12/31/2023
Proequities Inc.	333	$29	12/31/2023
EQWL	333	$29	12/31/2023
Ameritas Investment Partners Inc.	299	$26	12/31/2023
EQWL	299	$26	12/31/2023
The PNC Financial Services Group Inc.	253	$22	12/31/2023
EQWL	253	$22	12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	239	$21	12/31/2023
EQWL	239	$21	12/31/2023
Benjamin F. Edwards & Company Inc.	209	$18	12/31/2023
EQWL	209	$18	12/31/2023
Global Retirement Partners LLC	115	$10	12/31/2023
EQWL	115	$10	12/31/2023
FMR LLC	105	$9	12/31/2023
EQWL	105	$9	12/31/2023
Principal Securities Inc.	93	$8	12/31/2023
EQWL	93	$8	12/31/2023
National Bank of Canada FI	80	$7	12/31/2023
EQWL	80	$7	12/31/2023
Chilton Capital Management LLC	42	$4	12/31/2023
EQWL	42	$4	12/31/2023
JJJ Advisors Inc.	33	$3	03/31/2024
EQWL	33	$3	03/31/2024
Wells Fargo & Company MN	1	$0	12/31/2023
EQWL	1	$0	12/31/2023
Belvedere Trading LLC	1,300	$0	12/31/2023
Put	1,300	$114	12/31/2023
Call	1,300	$114	12/31/2023

See Summary: Institutional Holders of EQWL
See Details: Top 10 Hedge Funds Holding EQWL
Also See: EQWL Holdings Changes

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EQWL — Performance