13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
PID

INVESCO EXCHANGE TRADED FD T

170 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 46137V548·170 13F holders·last filed Mar 31, 2026
Market cap
—
— 0.0%
vs prior quarter
13F value held
$326M
78.0% inst. owned
of float
Holders
170
+41 QoQ
filers reporting
Activity
+8 / −64
+838 added · −710 reduced
this quarter
Concentration
21.71%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

170 institutions reported PID in Q1 2026. MORGAN STANLEY leads at 21.7% of the visible book. +41 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$71M3.2M0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M1.6M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$28M1.3M0.01%Q1 202604
Strategic Wealth Partners, Ltd.
CIK 0001720777
$25M1.1M1.72%Q1 202605
UBS Group AG
CIK 0001610520
$21M935K0.00%Q1 202606
Kaye Capital Management
CIK 0001111797
$21M1.0M7.95%Q2 202507
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M909K0.00%Q1 202608
Modern Wealth Management, LLC
CIK 0002001900
$19M839K0.32%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$18M817K0.12%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$16M718K0.01%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M295K0.01%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M280K0.00%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$6M269K0.00%Q1 202614
Morton Capital Management LLC/CA
CIK 0002002628
$5M244K0.81%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M240K0.00%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M231K0.01%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M220K0.00%Q1 202618
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$4M197K0.47%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$4M197K0.00%Q1 202620
Focus Financial Network, Inc.
CIK 0002010942
$4M184K0.15%Q1 2026
Page 1 of 9
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