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

INVESCO EXCH TRADED FD TR II

34 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 46138E578·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
34
filers reporting
Concentration
32.93%
BYRNE FINANCIAL FREEDOM, LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported KBWR in Q2 2026. BYRNE FINANCIAL FREEDOM, LLC leads at 32.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BYRNE FINANCIAL FREEDOM, LLC
CIK 0002063947
$5M82K2.04%Q2 202602
BROWN ADVISORY INC
CIK 0001345929
$2M25K0.00%Q4 202503
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M24K0.00%Q2 202604
CITADEL ADVISORS LLC
CIK 0001423053
$1M20K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$1M19K0.00%Q2 202606
MORGAN STANLEY
CIK 0000895421
$966K15K0.00%Q2 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$944K14K0.00%Q1 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$416K7K0.00%Q2 202609
Pinnacle Financial Partners, Inc.
CIK 0002082866
$411K6K0.00%Q2 202610
SYNOVUS FINANCIAL CORP
CIK 0000018349
$385K6K0.00%Q3 202511
MERITAGE PORTFOLIO MANAGEMENT
CIK 0000881432
$336K5K0.02%Q4 202512
FMR LLC
CIK 0000315066
$322K5K0.00%Q2 202613
Family Management Corp
CIK 0001539947
$267K4K0.03%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$241K4K0.00%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$208K3K0.00%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$201K3K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$119K2K0.00%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$113K2K0.00%Q2 202619
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$78K1K0.00%Q4 202520
Cherry Tree Wealth Management, LLC
CIK 0001985414
$34K5000.01%Q3 2026
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