13F Insight
DOSSIER · 13F Holders · Q2 2026
PFM

INVESCO EXCHANGE TRADED FD T

151 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 46137V506·151 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$307M
visible holders
Holders
151
filers reporting
Concentration
32.68%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

151 institutions reported PFM in Q2 2026. LPL Financial LLC leads at 32.7% 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
$100M1.8M0.02%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$50M910K0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$35M626K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M271K0.00%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M232K0.01%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M225K0.00%Q2 202607
Clearstead Advisors, LLC
CIK 0000842775
$12M217K0.11%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$11M194K0.00%Q2 202609
NFP Retirement, Inc.
CIK 0002040084
$6M114K0.35%Q2 202610
Focus Financial Network, Inc.
CIK 0002010942
$6M114K0.20%Q2 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$6M100K0.01%Q2 202612
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$5M96K0.06%Q2 202613
Baird Financial Group, Inc.
CIK 0001648711
$5M86K0.01%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$5M85K0.00%Q2 202615
CHOREO, LLC
CIK 0001679031
$5M82K0.05%Q2 202616
CreativeOne Wealth, LLC
CIK 0001739728
$4M77K0.09%Q2 202617
TD Waterhouse Canada Inc.
CIK 0001999606
$4M77K0.01%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M76K0.01%Q2 202619
UBS Group AG
CIK 0001610520
$4M76K0.00%Q2 202620
Everstar Asset Management, LLC
CIK 0002023744
$4M75K2.02%Q2 2026
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