DOSSIER · 13F Holders · Q2 2026
EQWL

INVESCO EXCHANGE TRADED FD T

207 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 46137V449·207 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.2B
visible holders
Holders
207
filers reporting
Concentration
22.42%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

207 institutions reported EQWL in Q2 2026. LPL Financial LLC leads at 22.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$258M2.0M0.06%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$138M1.1M0.03%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$101M782K0.01%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$82M639K0.08%Q2 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$67M523K0.01%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$67M522K0.08%Q2 2026
07
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$51M395K0.02%Q2 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$46M359K0.00%Q2 2026
09
REICON WEALTH ADVISORS, LLC
CIK 0001888847
$45M350K27.79%Q2 2026
10
Bond & Devick Financial Network, Inc.
CIK 0001843495
$41M320K10.15%Q2 2026
11
Altus Wealth Management, LLC
CIK 0001802107
$40M314K15.58%Q2 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$33M258K0.01%Q2 2026
13
Private Advisor Group, LLC
CIK 0001567755
$30M232K0.14%Q2 2026
14
NewEdge Advisors, LLC
CIK 0001633516
$24M189K0.07%Q2 2026
15
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$24M209K0.05%Q1 2026
16
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$21M183K0.05%Q1 2026
17
CM WEALTH ADVISORS LLC
CIK 0001764581
$20M158K3.67%Q2 2026
18
EP Wealth Advisors, LLC
CIK 0001540569
$20M158K0.08%Q2 2026
19
RFP Financial Group LLC
CIK 0001956564
$20M157K9.09%Q2 2026
20
STIFEL FINANCIAL CORP
CIK 0000720672
$20M152K0.02%Q2 2026
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