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

INVESCO EXCHANGE TRADED FD T

341 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 46137v597·341 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.1%
vs prior quarter
13F value held
$733M
52.0% inst. owned
of float
Holders
341
+39 QoQ
filers reporting
Activity
+73 / −60
+936 added · −820 reduced
this quarter
Concentration
17.89%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

341 institutions reported PRFZ in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.9% of the visible book. +39 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$131M2.9M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$63M1.4M0.02%Q1 202603
MORGAN STANLEY
CIK 0000895421
$55M1.2M0.00%Q1 202604
Waverly Advisors, LLC
CIK 0001568787
$51M1.1M0.38%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$48M1.1M0.01%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$47M1.0M0.05%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$43M931K0.01%Q1 202608
Arbor Investment Advisors, LLC
CIK 0001590073
$37M804K4.80%Q1 202609
Stonebridge Financial Group, LLC
CIK 0002009367
$35M763K2.88%Q1 202610
FIRST FOUNDATION ADVISORS
CIK 0001086763
$35M759K1.40%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$32M703K0.01%Q1 202612
WCG Wealth Advisors LLC
CIK 0001855713
$29M640K0.82%Q1 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$22M544K0.12%Q2 202514
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$19M412K0.04%Q1 202615
NFP Retirement, Inc.
CIK 0002040084
$17M374K1.03%Q1 202616
Invesco Ltd.
CIK 0000914208
$16M359K0.00%Q1 202617
Baird Financial Group, Inc.
CIK 0001648711
$14M295K0.02%Q1 202618
Sanctuary Advisors, LLC
CIK 0001777271
$13M278K0.07%Q1 202619
Equitable Holdings, Inc.
CIK 0001333986
$13M276K0.08%Q1 202620
Traction Financial Partners, LLC
CIK 0002007748
$13M274K7.74%Q1 2026
Page 1 of 18
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