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

INVESCOEXCHTRADEDFDTRII

82 institutions still hold INVESCOEXCHTRADEDFDTRII as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E867·82 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$179M
visible holders
Holders
82
filers reporting
Concentration
24.38%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

82 institutions reported PIE in Q2 2026. MORGAN STANLEY leads at 24.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$44M1.3M0.00%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M1.1M0.01%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$29M879K0.00%Q2 202604
NewSquare Capital LLC
CIK 0001546989
$12M361K0.89%Q2 202605
LPL Financial LLC
CIK 0001403438
$10M295K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$9M265K0.00%Q2 202607
Maltin Wealth Management, Inc.
CIK 0001764260
$6M185K2.04%Q3 202608
UBS Group AG
CIK 0001610520
$6M173K0.00%Q2 202609
Wagner Wealth Management, Corp
CIK 0002109867
$4M124K3.32%Q3 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M150K0.00%Q1 202611
Prospera Financial Services Inc
CIK 0001541625
$4M115K0.06%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M76K0.00%Q2 202613
Private Advisory Group LLC
CIK 0001632965
$2M65K0.12%Q2 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$2M59K0.00%Q2 202615
&PARTNERS
CIK 0000107136
$2M51K0.01%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M61K0.00%Q1 202617
PFG Investments, LLC
CIK 0001973224
$1M40K0.05%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M39K0.00%Q2 202619
MorganRosel Wealth Management, LLC
CIK 0001753218
$1M38K0.43%Q2 202620
Trueblood Wealth Management, LLC
CIK 0002005380
$1M30K0.35%Q2 2026
Page 1 of 5
62 more holders available. Log in →