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

INVESCO EXCH TRADED FD TR II

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

CUSIP 46138E214·129 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$507M
visible holders
Holders
129
filers reporting
Concentration
16.65%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

129 institutions reported IDHQ in Q2 2026. LPL Financial LLC leads at 16.6% 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
$84M1.9M0.02%Q2 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$59M1.3M0.03%Q2 202603
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$39M1.1M0.07%Q1 202604
Cedar Wealth Management, LLC
CIK 0001665642
$36M830K9.33%Q2 202605
WCG Wealth Advisors LLC
CIK 0001855713
$36M828K0.86%Q2 202606
MORGAN STANLEY
CIK 0000895421
$30M682K0.00%Q2 202607
Berkeley, Inc
CIK 0002051965
$29M665K9.12%Q2 202608
KWB Wealth
CIK 0001822236
$24M543K2.03%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$23M520K0.02%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$23M515K0.03%Q2 202611
Chaney Capital Management, Inc.
CIK 0002012041
$18M412K5.66%Q2 202612
Integrated Capital Management, LLC
CIK 0002040070
$16M377K5.94%Q2 202613
Marks Group Wealth Management, Inc
CIK 0001802473
$14M323K1.23%Q2 202614
Heck Capital Advisors, LLC
CIK 0002046227
$13M298K0.78%Q2 202615
Elevated Financial Group LLC
CIK 0002063915
$11M261K3.13%Q2 202616
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$11M244K0.13%Q2 202617
BOS Asset Management, LLC
CIK 0001965814
$10M239K2.43%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M234K0.00%Q2 202619
Concurrent Investment Advisors, LLC
CIK 0002001015
$10M231K0.09%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M230K0.00%Q2 2026
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