13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
DJD

INVESCO EXCHANGE TRADED FD T

97 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V605·97 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.2%
vs prior quarter
13F value held
$135M
51.0% inst. owned
of float
Holders
97
+20 QoQ
filers reporting
Activity
+72 / −81
+825 added · −857 reduced
this quarter
Concentration
22.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported DJD in Q1 2026. LPL Financial LLC leads at 22.9% of the visible book. +20 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$31M517K0.01%Q1 202602
CIBC WORLD MARKET INC.
CIK 0001421224
$29M485K0.05%Q1 202603
MRA Advisory Group
CIK 0001841816
$15M249K6.06%Q1 202604
David Kennon Inc
CIK 0001954126
$13M217K4.65%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M153K0.00%Q1 202606
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$7M110K2.18%Q1 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$4M70K0.03%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$3M48K0.00%Q1 202609
WCG Wealth Advisors LLC
CIK 0001855713
$3M46K0.08%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M42K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M40K0.00%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$2M40K0.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M38K0.00%Q1 202614
World Investment Advisors
CIK 0001652594
$2M38K0.04%Q1 202615
Venture Visionary Partners LLC
CIK 0001792283
$2M31K0.06%Q1 202616
RETIREMENT PLANNING GROUP, LLC / NY
CIK 0002057004
$2M30K1.14%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M29K0.00%Q1 202618
PW Nova Financial Services LLC
CIK 0002127408
$2M27K0.40%Q1 202619
Keebeck Wealth Management
CIK 0001803675
$2M26K0.18%Q1 202620
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$2M25K0.05%Q1 2026
Page 1 of 5
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