13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PICB

INVESCO EXCH TRADED FD TR II

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

CUSIP 46138E636·64 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.7%
vs prior quarter
13F value held
$232M
60.0% inst. owned
of float
Holders
64
+64 QoQ
filers reporting
Activity
+64 / −20
+886 added · −683 reduced
this quarter
Concentration
36.66%
Tanager Wealth Management LLP #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported PICB in Q1 2026. Tanager Wealth Management LLP leads at 36.7% of the visible book. +64 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Tanager Wealth Management LLP
CIK 0001892929
$85M3.7M8.22%Q1 202602
Dunhill Financial, LLC
CIK 0001948904
$50M2.2M11.83%Q1 202603
Checchi Capital Advisers, LLC
CIK 0001598186
$19M836K0.98%Q1 202604
Urban Financial Advisory Corp
CIK 0002005378
$14M622K5.08%Q1 202605
MORGAN STANLEY
CIK 0000895421
$11M483K0.00%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M448K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$10M415K0.00%Q1 202608
Rathbones Group PLC
CIK 0001351991
$6M260K0.01%Q1 202609
Walkner Condon Financial Advisors LLC
CIK 0001817494
$6M239K0.73%Q1 202610
Mariner, LLC
CIK 0001373442
$3M140K0.00%Q1 202611
1 NORTH WEALTH SERVICES LLC
CIK 0001641761
$3M131K1.09%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M106K0.00%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$2M98K0.00%Q1 202614
Bristlecone Value Partners, LLC
CIK 0001313998
$2M93K1.88%Q1 202615
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M61K0.01%Q1 202616
Climber Capital SA
CIK 0002011229
$1M57K0.87%Q1 202617
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$1M51K0.01%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$1M49K0.01%Q1 202619
Grey Fox Wealth Advisors, LLC
CIK 0001965362
$1M44K0.20%Q1 202620
Cerity Partners LLC
CIK 0001566475
$1M44K0.00%Q1 2026
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