13F Insight
DOSSIER · 13F Holders · Q1 2026
IDHQ

INVESCO EXCH TRADED FD TR II

119 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 46138E214·119 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$424M
visible holders
Holders
119
filers reporting
Concentration
15.32%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

119 institutions reported IDHQ in Q1 2026. LPL Financial LLC leads at 15.3% 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
$65M1.8M0.02%Q1 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$43M1.2M0.03%Q1 202603
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$39M1.1M0.07%Q1 202604
WCG Wealth Advisors LLC
CIK 0001855713
$31M863K0.85%Q1 202605
Cedar Wealth Management, LLC
CIK 0001665642
$29M822K8.46%Q1 202606
Berkeley, Inc
CIK 0002051965
$29M665K9.12%Q2 202607
KWB Wealth
CIK 0001822236
$24M543K2.03%Q2 202608
MORGAN STANLEY
CIK 0000895421
$24M668K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$19M531K0.02%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M461K0.02%Q1 202611
Chaney Capital Management, Inc.
CIK 0002012041
$14M394K4.91%Q1 202612
Integrated Capital Management, LLC
CIK 0002040070
$13M370K5.52%Q1 202613
Heck Capital Advisors, LLC
CIK 0002046227
$13M298K0.78%Q2 202614
Elevated Financial Group LLC
CIK 0002063915
$11M261K3.13%Q2 202615
BOS Asset Management, LLC
CIK 0001965814
$10M239K2.43%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$10M284K0.00%Q1 202617
Well Done, LLC
CIK 0001667132
$9M205K1.21%Q2 202618
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$9M267K0.05%Q2 202519
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M238K0.00%Q1 202620
Destiny Wealth Partners, LLC
CIK 0001844369
$8M224K0.86%Q1 2026
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