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

INVESCO EXCH TRADED FD TR II

62 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 46138E586·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$109M
visible holders
Holders
62
filers reporting
Concentration
19.84%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported KBWP in Q2 2026. LPL Financial LLC leads at 19.8% 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
$22M170K0.00%Q2 202602
Kingsview Wealth Management, LLC
CIK 0001791965
$20M156K0.24%Q2 202603
REDSTONE WEALTH MANAGEMENT, LLC
CIK 0002049950
$15M115K9.54%Q2 202604
Mutual Advisors, LLC
CIK 0001694080
$11M92K0.24%Q1 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M43K0.00%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$5M36K0.00%Q2 202607
RM Financial Services, LLC
CIK 0002109852
$4M33K3.06%Q2 202608
MORGAN STANLEY
CIK 0000895421
$3M25K0.00%Q2 202609
Focus Financial Network, Inc.
CIK 0002010942
$3M23K0.09%Q3 202610
FIRST NATIONAL CORP /MA/ /ADV
CIK 0000816192
$3M23K0.54%Q3 202511
Kestra Advisory Services, LLC
CIK 0001830819
$2M18K0.01%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$2M18K0.00%Q2 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M18K0.01%Q2 202514
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M16K0.00%Q2 202615
Bright Futures Wealth Management, LLC.
CIK 0001803980
$2M16K1.28%Q2 202616
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M14K0.00%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M14K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M13K0.00%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$2M13K0.00%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M10K0.00%Q2 2026
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