DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

IDHQ

INVESCO EXCH TRADED FD TR II

114 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 46138E214·114 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.2%

vs prior quarter

13F value held

$362M

50.0% inst. owned

of float

Holders

114

+89 QoQ

filers reporting

Activity

+34 / −47

+874 added · −707 reduced

this quarter

Concentration

17.91%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

114 institutions reported IDHQ in Q1 2026. LPL Financial LLC leads at 17.9% of the visible book. +89 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

$65M1.8M0.02%Q1 2026 02

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$43M1.2M0.03%Q1 2026 03

WCG Wealth Advisors LLC

$31M863K0.85%Q1 2026 04

Cedar Wealth Management, LLC

$29M822K8.46%Q1 2026 05

$24M668K0.00%Q1 2026 06

$23M658K7.81%Q1 2026 07

Cetera Investment Advisers

$19M531K0.02%Q1 2026 08

OSAIC HOLDINGS, INC.

$16M461K0.02%Q1 2026 09

Chaney Capital Management, Inc.

$14M394K4.91%Q1 2026 10

Integrated Capital Management, LLC

$13M370K5.52%Q1 2026 11

Heck Capital Advisors, LLC

$11M315K0.83%Q1 2026 12

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$10M284K0.00%Q1 2026 13

AVANTAX ADVISORY SERVICES, INC.

$9M267K0.05%Q2 2025 14

BOS Asset Management, LLC

$8M240K2.16%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$8M238K0.00%Q1 2026 16

Elevated Financial Group LLC

$8M237K2.72%Q1 2026 17

Destiny Wealth Partners, LLC

$8M224K0.86%Q1 2026 18

Concurrent Investment Advisors, LLC

$8M219K0.08%Q1 2026 19

BANK OF AMERICA CORP /DE/

$8M215K0.00%Q1 2026 20

$8M214K1.11%Q1 2026

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