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

INVESCO EXCH TRADED FD TR II

35 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 46138E578·35 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$14M
visible holders
Holders
35
filers reporting
Concentration
39.46%
BYRNE FINANCIAL FREEDOM, LLC #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported KBWR in Q1 2026. BYRNE FINANCIAL FREEDOM, LLC leads at 39.5% 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
$6M83K2.71%Q1 202602
BROWN ADVISORY INC
CIK 0001345929
$2M25K0.00%Q4 202503
LPL Financial LLC
CIK 0001403438
$1M20K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$1M15K0.00%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$944K14K0.00%Q1 202606
Pinnacle Financial Partners, Inc.
CIK 0002082866
$439K6K0.00%Q1 202607
Corient Private Wealth LLC
CIK 0001948780
$391K6K0.00%Q1 202608
SYNOVUS FINANCIAL CORP
CIK 0000018349
$385K6K0.00%Q3 202509
FMR LLC
CIK 0000315066
$349K5K0.00%Q1 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$342K5K0.00%Q1 202611
MERITAGE PORTFOLIO MANAGEMENT
CIK 0000881432
$336K5K0.02%Q4 202512
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$305K4K0.00%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$294K4K0.00%Q1 202614
Family Management Corp
CIK 0001539947
$286K4K0.03%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$222K3K0.00%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$153K2K0.00%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$132K2K0.00%Q1 202618
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$78K1K0.00%Q4 202519
Cherry Tree Wealth Management, LLC
CIK 0001985414
$34K5000.01%Q1 202620
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$27K4000.00%Q1 2026
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