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

INVESCOEXCHTRADEDFDTRII

73 institutions still hold INVESCOEXCHTRADEDFDTRII as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E867·73 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$106M
visible holders
Holders
73
filers reporting
Concentration
23.93%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported PIE in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 23.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M976K0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$24M904K0.00%Q1 202603
NewSquare Capital LLC
CIK 0001546989
$12M361K0.89%Q2 202604
LPL Financial LLC
CIK 0001403438
$7M270K0.00%Q1 202605
MORGAN STANLEY
CIK 0000895421
$7M253K0.00%Q1 202606
Maltin Wealth Management, Inc.
CIK 0001764260
$6M180K2.01%Q2 202607
UBS Group AG
CIK 0001610520
$4M167K0.00%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M150K0.00%Q1 202609
Prospera Financial Services Inc
CIK 0001541625
$4M115K0.06%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$2M73K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M68K0.00%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$2M62K0.00%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M61K0.00%Q1 202614
PFG Investments, LLC
CIK 0001973224
$1M40K0.05%Q2 202615
&PARTNERS
CIK 0000107136
$1M39K0.01%Q1 202616
Trueblood Wealth Management, LLC
CIK 0002005380
$1M30K0.35%Q2 202617
MorganRosel Wealth Management, LLC
CIK 0001753218
$952K37K0.38%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$805K24K0.00%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$774K30K0.00%Q1 202620
Equitable Holdings, Inc.
CIK 0001333986
$703K30K0.00%Q1 2026
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