DOSSIER · 13F Holders · Q2 2026
PBP

INVESCO EXCHANGE TRADED FD T

66 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 46137V399·66 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$229M
visible holders
Holders
66
filers reporting
Concentration
62.26%
SUMITOMO LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported PBP in Q2 2026. SUMITOMO LIFE INSURANCE CO leads at 62.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$142M6.2M2.33%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$19M827K0.00%Q2 2026
03
MAI Capital Management
CIK 0001040197
$12M513K0.04%Q2 2026
04
United Community Bank
CIK 0002000314
$11M496K3.51%Q2 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M269K0.00%Q2 2026
06
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$5M222K0.29%Q2 2026
07
LPL Financial LLC
CIK 0001403438
$5M217K0.00%Q2 2026
08
Creative Planning
CIK 0001540235
$4M158K0.00%Q2 2026
09
Mount Lucas Management LP
CIK 0001185072
$3M139K1.13%Q2 2026
10
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$3M136K0.01%Q1 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M124K0.00%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M115K0.00%Q2 2026
13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$2M84K0.03%Q2 2026
14
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$2M83K0.02%Q2 2026
15
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M80K0.00%Q2 2026
16
ASSETMARK, INC
CIK 0001344551
$2M72K0.00%Q2 2026
17
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M71K0.00%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M66K0.00%Q2 2026
19
Omega Financial Group, LLC
CIK 0001767982
$1M58K0.41%Q2 2026
20
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M45K0.00%Q2 2026
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