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

INVESCO EXCH TRADED FD TR II

63 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 46138E594·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$59M
visible holders
Holders
63
filers reporting
Concentration
23.38%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported KBWY in Q2 2026. MORGAN STANLEY leads at 23.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$14M748K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$12M624K0.00%Q2 202603
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$6M341K0.36%Q2 202604
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M168K0.00%Q2 202605
Summit Financial, LLC
CIK 0001765536
$3M149K0.03%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M146K0.00%Q2 202607
Heartwood Wealth Advisors LLC
CIK 0001794935
$3M155K0.20%Q3 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M132K0.00%Q2 202609
LMCG INVESTMENTS, LLC
CIK 0001470944
$2M122K0.12%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M98K0.00%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M94K0.00%Q2 202612
Sound Income Strategies, LLC
CIK 0001730960
$2M93K0.07%Q3 202613
Pasadena Private Wealth, LLC
CIK 0001760578
$1M71K0.17%Q2 202614
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$1M63K0.03%Q3 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$809K44K0.00%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$802K43K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$681K37K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$663K36K0.00%Q2 202619
Tower Research Capital LLC (TRC)
CIK 0001533421
$631K34K0.02%Q2 202620
OneDigital Investment Advisors LLC
CIK 0001690370
$590K32K0.01%Q2 2026
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