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

INVESCO EXCH TRADED FD TR II

132 institutions still hold INVESCO EXCH TRADED FD TR II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E206·132 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$733M
visible holders
Holders
132
filers reporting
Concentration
56.71%
Wealthfront Advisers LLC #1
top holder share
AI Holders Summary · Q1 2026

132 institutions reported PWZ in Q1 2026. Wealthfront Advisers LLC leads at 56.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthfront Advisers LLC
CIK 0001763921
$416M17.4M0.91%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$70M2.9M0.10%Q1 202603
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$46M1.9M1.45%Q1 202604
Miracle Mile Advisors, LLC
CIK 0001585859
$30M1.2M0.36%Q2 202605
SYON CAPITAL LLC
CIK 0001999353
$29M1.2M1.45%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$25M1.1M0.00%Q1 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$20M857K0.16%Q1 202608
EP Wealth Advisors, LLC
CIK 0001540569
$18M752K0.09%Q1 202609
LPL Financial LLC
CIK 0001403438
$15M634K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$14M588K0.00%Q1 202611
FIRST FOUNDATION ADVISORS
CIK 0001086763
$9M379K0.36%Q1 202612
Pure Financial Advisors, LLC
CIK 0001571556
$6M272K0.09%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M234K0.00%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$5M220K0.00%Q1 202615
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$5M199K0.13%Q1 202616
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$4M177K0.28%Q1 202617
Beacon Pointe Advisors, LLC
CIK 0001744317
$4M155K0.02%Q1 202618
Chatterton & Associates Inc.
CIK 0002102688
$4M145K2.08%Q2 202619
Elmwood Wealth Management, Inc.
CIK 0001731927
$3M141K0.86%Q2 202620
Mariner, LLC
CIK 0001373442
$3M141K0.00%Q1 2026
Page 1 of 7
112 more holders available. Log in →