13F Insight
DOSSIER · 13F Holders · Q2 2026
CVY

INVESCO EXCHANGE TRADED FD T

46 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137Y500·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$24M
visible holders
Holders
46
filers reporting
Concentration
19.56%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported CVY in Q2 2026. MORGAN STANLEY leads at 19.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$5M162K0.00%Q2 202602
HBK Sorce Advisory LLC
CIK 0001379995
$3M87K0.05%Q2 202603
Kestra Advisory Services, LLC
CIK 0001830819
$3M89K0.01%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M86K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$2M83K0.00%Q2 202606
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M66K0.01%Q2 202607
MGB Wealth Management, LLC
CIK 0002015822
$2M66K0.51%Q4 202508
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M40K0.00%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$993K37K0.00%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$708K25K0.00%Q2 202611
TRUSTMARK BANK TRUST DEPARTMENT
CIK 0000861176
$644K22K0.04%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$563K20K0.00%Q2 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$404K14K0.00%Q2 202614
Haverford Trust Co
CIK 0000842941
$237K8K0.00%Q2 202615
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$232K8K0.01%Q2 202616
FIFTH THIRD BANCORP
CIK 0000035527
$155K5K0.00%Q2 202617
COMERICA BANK
CIK 0000901541
$153K6K0.00%Q4 202518
FMR LLC
CIK 0000315066
$92K3K0.00%Q2 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$80K3K0.00%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$53K2K0.00%Q2 2026
Page 1 of 3
26 more holders available. Log in →