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

INVESCO EXCH TRADED FD TR II

75 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 46138E610·75 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$83M
visible holders
Holders
75
filers reporting
Concentration
20.47%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

75 institutions reported KBWD in Q1 2026. WELLS FARGO & COMPANY/MN leads at 20.5% 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
$17M1.3M0.00%Q1 202602
MORGAN STANLEY
CIK 0000895421
$12M962K0.00%Q1 202603
Mission Hills Financial Advisory, LLC
CIK 0002043220
$11M855K5.49%Q1 202604
LPL Financial LLC
CIK 0001403438
$10M798K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M726K0.00%Q1 202606
Gradient Investments LLC
CIK 0001542265
$8M642K0.11%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M188K0.00%Q1 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M126K0.00%Q1 202609
Thrive Capital Management, LLC
CIK 0001845943
$2M122K0.33%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M113K0.00%Q1 202611
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M106K0.06%Q1 202612
Equitable Holdings, Inc.
CIK 0001333986
$1M93K0.01%Q1 202613
UBS Group AG
CIK 0001610520
$1M94K0.00%Q1 202614
Harvest Investment Services, LLC
CIK 0001591097
$859K68K0.16%Q1 202615
Atria Wealth Solutions, Inc.
CIK 0001927543
$760K55K0.02%Q2 202516
Endowment Wealth Management, Inc.
CIK 0001904477
$727K58K0.32%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$722K58K0.00%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$694K55K0.00%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$665K53K0.00%Q1 202620
WINNOW WEALTH LLC
CIK 0002079687
$637K51K0.43%Q2 2026
Page 1 of 4
55 more holders available. Log in →