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

INVESCO EXCH TRADED FD TR II

113 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 46138E735·113 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$170M
visible holders
Holders
113
filers reporting
Concentration
51.65%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

113 institutions reported PDN in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 51.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$88M2.0M0.01%Q1 202602
Invesco Ltd.
CIK 0000914208
$11M251K0.00%Q1 202603
Opes Wealth Management LLC
CIK 0001766918
$8M195K1.39%Q1 202604
HighTower Advisors, LLC
CIK 0001462245
$8M184K0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$8M183K0.00%Q1 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M111K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M108K0.00%Q1 202608
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$5M107K0.01%Q1 202609
DROMS STRAUSS ADVISORS INC /MO/ /ADV
CIK 0001053292
$4M101K1.14%Q1 202610
CUTLER INVESTMENT COUNSEL LLC
CIK 0001285973
$4M97K0.41%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M96K0.00%Q1 202612
Robinswood Financial LLC
CIK 0002139748
$4M83K1.07%Q2 202613
Focus Partners Wealth
CIK 0001542153
$3M77K0.00%Q4 202514
MORGAN STANLEY
CIK 0000895421
$3M65K0.00%Q1 202615
KWB Wealth
CIK 0001822236
$2M46K0.18%Q2 202616
Modern Wealth Management, LLC
CIK 0002001900
$2M45K0.03%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$2M39K0.00%Q4 202518
Crusonia Wealth Advisors LLC
CIK 0002112003
$2M37K0.33%Q1 202619
Wade Financial Advisory, Inc
CIK 0001802670
$2M46K0.53%Q1 202520
CIBC WORLD MARKET INC.
CIK 0001421224
$1M31K0.00%Q1 2026
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