DOSSIER · 13F Holders · Q1 2026
GOVI

INVESCO EXCH TRADED FD TR II

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

CUSIP 46138E107·81 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$709M
visible holders
Holders
81
filers reporting
Concentration
50.06%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

81 institutions reported GOVI in Q1 2026. Invesco Ltd. leads at 50.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$355M13.0M0.03%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$76M2.8M0.02%Q1 2026
03
Bank of New York Mellon Corp
CIK 0001390777
$66M2.4M0.01%Q1 2026
04
Commonwealth Financial Services, LLC
CIK 0001536755
$29M1.1M3.87%Q2 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M679K0.00%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$18M647K0.02%Q1 2026
07
Petix & Botte Co
CIK 0001803255
$18M647K3.93%Q1 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M635K0.00%Q1 2026
09
Stewardship Advisors, LLC
CIK 0001733219
$16M594K3.35%Q2 2026
10
Scarborough Advisors, LLC
CIK 0001815355
$15M549K1.71%Q2 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M500K0.02%Q1 2026
12
Spectrum Investment Advisors, Inc.
CIK 0001856042
$13M483K6.54%Q1 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M451K0.00%Q1 2026
14
Private Advisor Group, LLC
CIK 0001567755
$8M284K0.04%Q1 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$8M282K0.00%Q1 2026
16
MORGAN STANLEY
CIK 0000895421
$7M253K0.00%Q1 2026
17
Kestra Advisory Services, LLC
CIK 0001830819
$6M203K0.02%Q1 2026
18
Total Clarity Wealth Management, Inc.
CIK 0001804909
$5M187K0.99%Q2 2026
19
Concurrent Investment Advisors, LLC
CIK 0002001015
$5M168K0.05%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M156K0.00%Q1 2026
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