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

INVESCO EXCH TRADED FD TR II

69 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 46138E610·69 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$87M
visible holders
Holders
69
filers reporting
Concentration
21.29%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

69 institutions reported KBWD in Q2 2026. WELLS FARGO & COMPANY/MN leads at 21.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M1.5M0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$11M909K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$11M858K0.00%Q2 202604
Mission Hills Financial Advisory, LLC
CIK 0002043220
$10M823K4.49%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M807K0.00%Q2 202606
Gradient Investments LLC
CIK 0001542265
$8M642K0.11%Q2 202607
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$4M339K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M215K0.00%Q2 202609
Thrive Capital Management, LLC
CIK 0001845943
$2M129K0.30%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M126K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M122K0.00%Q2 202612
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$999K80K0.04%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$887K71K0.00%Q2 202614
Harvest Investment Services, LLC
CIK 0001591097
$859K69K0.13%Q2 202615
Equitable Holdings, Inc.
CIK 0001333986
$855K69K0.01%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$776K62K0.00%Q2 202617
Atria Wealth Solutions, Inc.
CIK 0001927543
$760K55K0.02%Q2 202518
Endowment Wealth Management, Inc.
CIK 0001904477
$652K52K0.25%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$638K51K0.00%Q2 202620
WINNOW WEALTH LLC
CIK 0002079687
$637K51K0.43%Q2 2026
Page 1 of 4
49 more holders available. Log in →