13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IDMO

INVESCO EXCH TRADED FD TR II

263 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 46138e222·263 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.3%
vs prior quarter
13F value held
$1.3B
79.0% inst. owned
of float
Holders
263
-69 QoQ
filers reporting
Activity
+79 / −44
+835 added · −717 reduced
this quarter
Concentration
23.20%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

263 institutions reported IDMO in Q1 2026. LPL Financial LLC leads at 23.2% of the visible book. -69 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$308M5.6M0.08%Q1 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$172M3.1M0.11%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$115M2.1M0.12%Q1 202604
SHP Wealth Management
CIK 0001807060
$110M2.0M8.29%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$82M1.5M0.03%Q1 202606
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$76M1.4M1.39%Q1 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$57M1.0M0.01%Q1 202608
Equitable Holdings, Inc.
CIK 0001333986
$40M725K0.26%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$39M720K0.06%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$35M636K0.05%Q1 202611
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$33M595K8.62%Q1 202612
RFG Advisory, LLC
CIK 0001633387
$31M570K0.57%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$31M565K0.03%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M560K0.01%Q1 202615
Drake & Associates, LLC
CIK 0001935795
$30M549K5.73%Q1 202616
CWM, LLC
CIK 0001535847
$30M539K0.08%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M536K0.00%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$28M513K0.08%Q1 202619
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$26M483K3.42%Q1 202620
Gratus Wealth Advisors, LLC
CIK 0002022161
$25M457K3.62%Q1 2026
Page 1 of 14
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