13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
KBWP

INVESCO EXCH TRADED FD TR II

61 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 46138E586·61 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.2%
vs prior quarter
13F value held
$110M
51.0% inst. owned
of float
Holders
61
+108 QoQ
filers reporting
Activity
+77 / −64
+781 added · −753 reduced
this quarter
Concentration
21.52%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

61 institutions reported KBWP in Q1 2026. LPL Financial LLC leads at 21.5% of the visible book. +108 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$24M198K0.01%Q1 202602
Kingsview Wealth Management, LLC
CIK 0001791965
$16M132K0.21%Q1 202603
Mutual Advisors, LLC
CIK 0001694080
$11M92K0.24%Q1 202604
REDSTONE WEALTH MANAGEMENT, LLC
CIK 0002049950
$11M91K8.63%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$7M62K0.01%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M44K0.00%Q1 202607
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M44K0.00%Q1 202608
RM Financial Services, LLC
CIK 0002109852
$4M32K3.27%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M28K0.00%Q1 202610
Focus Financial Network, Inc.
CIK 0002010942
$3M24K0.10%Q1 202611
FIRST NATIONAL CORP /MA/ /ADV
CIK 0000816192
$3M23K0.54%Q3 202512
MORGAN STANLEY
CIK 0000895421
$2M21K0.00%Q1 202613
Bright Futures Wealth Management, LLC.
CIK 0001803980
$2M19K1.56%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M19K0.00%Q1 202615
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M18K0.01%Q2 202516
Kestra Advisory Services, LLC
CIK 0001830819
$2M17K0.01%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$2M14K0.00%Q4 202518
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M14K0.00%Q1 202619
UBS Group AG
CIK 0001610520
$2M14K0.00%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$2M14K0.00%Q1 2026
Page 1 of 4
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