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

INVESCO EXCH TRADED FD TR II

69 institutions still hold INVESCO EXCH TRADED FD TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E636·69 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$311M
visible holders
Holders
69
filers reporting
Concentration
33.48%
Tanager Wealth Management LLP #1
top holder share
AI Holders Summary · Q2 2026

69 institutions reported PICB in Q2 2026. Tanager Wealth Management LLP leads at 33.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tanager Wealth Management LLP
CIK 0001892929
$104M4.5M9.07%Q2 202602
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$66M1.2M0.05%Q2 202603
Dunhill Financial, LLC
CIK 0001948904
$51M2.2M10.52%Q2 202604
Checchi Capital Advisers, LLC
CIK 0001598186
$19M834K0.87%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M487K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$11M461K0.00%Q2 202607
Urban Financial Advisory Corp
CIK 0002005378
$9M376K2.40%Q2 202608
MORGAN STANLEY
CIK 0000895421
$7M317K0.00%Q2 202609
Walkner Condon Financial Advisors LLC
CIK 0001817494
$7M295K0.78%Q2 202610
1 NORTH WEALTH SERVICES LLC
CIK 0001641761
$4M157K1.19%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$3M132K0.00%Q2 202612
NOMURA ASSET MANAGEMENT CO LTD
CIK 0001055964
$3M120K0.01%Q2 202613
Rathbones Group PLC
CIK 0001351991
$3M114K0.01%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M106K0.00%Q1 202615
Bristlecone Value Partners, LLC
CIK 0001313998
$2M101K1.88%Q2 202616
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$2M80K0.00%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$2M76K0.01%Q2 202618
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M70K0.01%Q2 202619
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$2M66K0.01%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1M61K0.00%Q2 2026
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