DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PDN

INVESCO EXCHNG TRADED FD TR

108 institutions still hold INVESCO EXCHNG TRADED FD TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138e735·108 13F holders·last filed Mar 31, 2026
Market cap
5.1%
vs prior quarter
13F value held
$168M
70.0% inst. owned
of float
Holders
108
+80 QoQ
filers reporting
Activity
+9 / −23
+726 added · −730 reduced
this quarter
Concentration
52.29%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported PDN in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 52.3% of the visible book. +80 net new institutions vs prior quarter — accumulation reading.

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 2026
02
Invesco Ltd.
CIK 0000914208
$11M251K0.00%Q1 2026
03
Opes Wealth Management LLC
CIK 0001766918
$8M195K1.39%Q1 2026
04
HighTower Advisors, LLC
CIK 0001462245
$8M184K0.01%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$8M183K0.00%Q1 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M111K0.00%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M108K0.00%Q1 2026
08
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$5M107K0.01%Q1 2026
09
DROMS STRAUSS ADVISORS INC /MO/ /ADV
CIK 0001053292
$4M101K1.14%Q1 2026
10
CUTLER INVESTMENT COUNSEL LLC
CIK 0001285973
$4M98K0.44%Q1 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M96K0.00%Q1 2026
12
Robinswood Financial LLC
CIK 0002139748
$4M84K4.61%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$3M65K0.00%Q1 2026
14
KWB Wealth
CIK 0001822236
$2M50K0.21%Q1 2026
15
Modern Wealth Management, LLC
CIK 0002001900
$2M45K0.03%Q1 2026
16
CITADEL ADVISORS LLC
CIK 0001423053
$2M39K0.00%Q4 2025
17
Crusonia Wealth Advisors LLC
CIK 0002112003
$2M37K0.33%Q1 2026
18
Wade Financial Advisory, Inc
CIK 0001802670
$2M46K0.53%Q1 2025
19
CIBC WORLD MARKET INC.
CIK 0001421224
$1M31K0.00%Q1 2026
20
STUDIO INVESTMENT MANAGEMENT LLC
CIK 0001893893
$1M30K0.24%Q1 2026
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