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

INVESCO EXCHANGE TRADED FD T

143 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 46137V506·143 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$283M
visible holders
Holders
143
filers reporting
Concentration
33.29%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

143 institutions reported PFM in Q1 2026. LPL Financial LLC leads at 33.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$94M1.8M0.03%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$47M920K0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$34M675K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M268K0.00%Q1 202605
Clearstead Advisors, LLC
CIK 0000842775
$12M229K0.11%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M217K0.00%Q1 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M209K0.01%Q1 202608
Focus Financial Network, Inc.
CIK 0002010942
$6M114K0.20%Q2 202609
NFP Retirement, Inc.
CIK 0002040084
$6M114K0.35%Q1 202610
Rockefeller Capital Management L.P.
CIK 0001739439
$5M100K0.01%Q1 202611
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$5M96K0.07%Q1 202612
CHOREO, LLC
CIK 0001679031
$5M94K0.06%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$5M91K0.01%Q1 202614
Baird Financial Group, Inc.
CIK 0001648711
$4M87K0.01%Q1 202615
TD Waterhouse Canada Inc.
CIK 0001999606
$4M83K0.01%Q1 202616
Equitable Holdings, Inc.
CIK 0001333986
$4M81K0.03%Q1 202617
UBS Group AG
CIK 0001610520
$4M81K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M78K0.01%Q1 202619
CreativeOne Wealth, LLC
CIK 0001739728
$4M78K0.09%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$4M74K0.00%Q1 2026
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