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

INVESCO EXCHANGE TRADED FD T

115 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V787·115 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$72M
visible holders
Holders
115
filers reporting
Concentration
18.60%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

115 institutions reported PBE in Q2 2026. MORGAN STANLEY leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M148K0.00%Q2 202602
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$9M104K0.05%Q2 202603
LPL Financial LLC
CIK 0001403438
$8M92K0.00%Q2 202604
UBS Group AG
CIK 0001610520
$6M68K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M57K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$5M50K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M39K0.00%Q2 202608
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$3M32K0.08%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$2M26K0.00%Q2 202610
YHB Investment Advisors, Inc.
CIK 0001469219
$2M23K0.13%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M22K0.00%Q2 202612
Institute for Wealth Management, LLC.
CIK 0001533954
$2M20K0.16%Q2 202613
Penobscot Investment Management Company, Inc.
CIK 0001394866
$2M19K0.12%Q2 202614
Massachusetts Wealth Management
CIK 0001966011
$2M18K0.61%Q2 202615
US BANCORP \DE\
CIK 0000036104
$1M17K0.00%Q2 202616
NewEdge Wealth, LLC
CIK 0001861796
$1M14K0.01%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M13K0.00%Q2 202618
Abbot Financial Management, Inc.
CIK 0001714341
$1M12K0.37%Q2 202619
Mariner, LLC
CIK 0001373442
$1M12K0.00%Q2 202620
CreativeOne Wealth, LLC
CIK 0001739728
$976K11K0.02%Q2 2026
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