DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

PFM

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137V506·144 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.6%

vs prior quarter

13F value held

$304M

63.0% inst. owned

of float

Holders

144

+74 QoQ

filers reporting

Activity

+44 / −112

+965 added · −794 reduced

this quarter

Concentration

30.96%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

144 institutions reported PFM in Q1 2026. LPL Financial LLC leads at 31.0% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$94M1.8M0.03%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

$47M920K0.01%Q1 2026 03

$34M675K0.00%Q1 2026 04

Flaharty Asset Management, LLC

$26M500K3.17%Q1 2026 05

BANK OF AMERICA CORP /DE/

$14M268K0.00%Q1 2026 06

Clearstead Advisors, LLC

$12M229K0.11%Q1 2026 07

WELLS FARGO & COMPANY/MN

$11M217K0.00%Q1 2026 08

JONES FINANCIAL COMPANIES LLLP

$10M209K0.01%Q1 2026 09

NFP Retirement, Inc.

$6M114K0.35%Q1 2026 10

Focus Financial Network, Inc.

$6M113K0.21%Q1 2026 11

Rockefeller Capital Management L.P.

$5M100K0.01%Q1 2026 12

CITIZENS FINANCIAL GROUP INC/RI

$5M96K0.07%Q1 2026 13

$5M94K0.06%Q1 2026 14

Cetera Investment Advisers

$5M91K0.01%Q1 2026 15

Baird Financial Group, Inc.

$4M87K0.01%Q1 2026 16

TD Waterhouse Canada Inc.

$4M83K0.01%Q1 2026 17

Equitable Holdings, Inc.

$4M81K0.03%Q1 2026 18

$4M81K0.00%Q1 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

$4M78K0.01%Q1 2026 20

CreativeOne Wealth, LLC

$4M78K0.09%Q1 2026

Page 1 of 8

124 more holders available. Log in →