13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
PXH

INVESCO EXCHNG TRADED FD TR

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

CUSIP 46138E727·224 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$1.3B
50.0% inst. owned
of float
Holders
224
-17 QoQ
filers reporting
Activity
+24 / −15
+832 added · −833 reduced
this quarter
Concentration
49.46%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

224 institutions reported PXH in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 49.5% of the visible book. -17 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$625M23.2M0.10%Q1 202602
FMR LLC
CIK 0000315066
$88M3.3M0.00%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$86M3.2M0.02%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$71M2.6M0.01%Q1 202605
MORGAN STANLEY
CIK 0000895421
$55M2.1M0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M1.7M0.00%Q1 202607
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$44M1.6M0.03%Q1 202608
LPL Financial LLC
CIK 0001403438
$43M1.6M0.01%Q1 202609
Invesco Ltd.
CIK 0000914208
$39M1.5M0.01%Q1 202610
Bank of New York Mellon Corp
CIK 0001390777
$26M948K0.00%Q1 202611
Daiwa Securities Group Inc.
CIK 0001481045
$19M691K0.05%Q1 202612
CIDEL ASSET MANAGEMENT INC
CIK 0001621915
$17M620K0.91%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$16M598K0.02%Q1 202614
UBS Group AG
CIK 0001610520
$16M576K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M537K0.02%Q1 202616
Axiom Financial Strategies, LLC
CIK 0001831985
$14M513K4.86%Q1 202617
STATE OF WISCONSIN INVESTMENT BOARD
CIK 0000854157
$12M460K0.03%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M446K0.00%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$11M402K0.02%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$10M357K0.01%Q1 2026
Page 1 of 12
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