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

INVESCO EXCH TRADED FD TR II

57 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 46138E594·57 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
57
filers reporting
Concentration
23.20%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported KBWY in Q1 2026. MORGAN STANLEY leads at 23.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$11M720K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$10M669K0.00%Q1 202603
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$6M341K0.36%Q2 202604
Heartwood Wealth Advisors LLC
CIK 0001794935
$3M155K0.22%Q2 202605
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M168K0.00%Q1 202606
LMCG INVESTMENTS, LLC
CIK 0001470944
$2M122K0.12%Q2 202607
Summit Financial, LLC
CIK 0001765536
$2M145K0.03%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M83K0.00%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M82K0.00%Q1 202610
Tower Research Capital LLC (TRC)
CIK 0001533421
$1M78K0.03%Q1 202611
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$1M58K0.03%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$955K62K0.00%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$834K55K0.00%Q1 202614
D. E. Shaw & Co., Inc.
CIK 0001009207
$575K37K0.00%Q4 202515
MARSHALL WACE, LLP
CIK 0001318757
$556K36K0.00%Q4 202516
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$529K35K0.00%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$469K31K0.00%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$449K29K0.00%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$388K25K0.00%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$363K24K0.00%Q1 2026
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