DOSSIER · 13F Holders · Q4 2025

INVESCO EXCH TRADED FD TR II

6 institutions still hold INVESCO EXCH TRADED FD TR II as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E226·6 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$23M
visible holders
Holders
6
filers reporting
Concentration
47.47%
ORG Partners LLC #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported INVESCO EXCH TRADED FD TR II in Q4 2025. ORG Partners LLC leads at 47.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ORG Partners LLC
CIK 0001979372
$11M195K1.91%Q4 2025
02
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$7M126K0.32%Q4 2025
03
Clarity Asset Management, Inc.
CIK 0001756759
$4M72K2.13%Q2 2026
04
CIBC Private Wealth Group LLC
CIK 0001298088
$333K6K0.00%Q4 2025
05
Main Street Financial Solutions, LLC
CIK 0001763350
$315K6K0.02%Q4 2025
06
ASSETMARK, INC
CIK 0001344551
$38970.00%Q4 2025