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

INVESCO EXCHANGE TRADED FD T

116 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 46137V811·116 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.7%
vs prior quarter
13F value held
$165M
57.0% inst. owned
of float
Holders
116
-76 QoQ
filers reporting
Activity
+88 / −18
+856 added · −772 reduced
this quarter
Concentration
29.48%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

116 institutions reported PTF in Q1 2026. LPL Financial LLC leads at 29.5% of the visible book. -76 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$49M564K0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$25M287K0.00%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M183K0.00%Q1 202604
Transamerica Financial Advisors, LLC
CIK 0001502149
$14M157K1.16%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M96K0.00%Q1 202606
Paller Financial Services Inc
CIK 0002095931
$6M75K5.32%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M67K0.00%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M52K0.00%Q1 202609
THEORY FINANCIAL LLC
CIK 0001899158
$4M51K1.53%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M50K0.01%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$4M45K0.00%Q1 202612
UBS Group AG
CIK 0001610520
$3M40K0.00%Q1 202613
Merit Financial Group, LLC
CIK 0001621225
$3M39K0.03%Q1 202614
StoneX Group Inc.
CIK 0000913760
$3M39K0.18%Q1 202615
IMC-Chicago, LLC
CIK 0001452861· Market maker
$3M34K0.00%Q1 202616
Farther Finance Advisors, LLC
CIK 0001992825
$3M32K0.03%Q1 202617
SignalPoint Asset Management, LLC
CIK 0001566414
$2M33K0.58%Q4 202418
Colter Lewis Investment Partners LLC
CIK 0002107902
$2M26K2.13%Q1 202619
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$2M24K0.04%Q1 202620
Bawa N Mallick Trust
CIK 0002040013
$2M24K0.85%Q1 2026
Page 1 of 6
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