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

INVESCO EXCH TRADED FD TR II

137 institutions still hold INVESCO EXCH TRADED FD TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138G656·137 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$602M
visible holders
Holders
137
filers reporting
Concentration
42.36%
SUMITOMO LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q2 2026

137 institutions reported RDIV in Q2 2026. SUMITOMO LIFE INSURANCE CO leads at 42.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$255M4.4M4.17%Q2 202602
MORGAN STANLEY
CIK 0000895421
$63M1.1M0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$47M814K0.01%Q2 202604
Heartwood Wealth Advisors LLC
CIK 0001794935
$44M764K3.44%Q2 202605
Allworth Financial LP
CIK 0001555170
$41M713K0.18%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M515K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M469K0.00%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M255K0.00%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M180K0.00%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M171K0.01%Q2 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$8M135K0.01%Q2 202612
Private Advisor Group, LLC
CIK 0001567755
$7M115K0.03%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M111K0.01%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M101K0.00%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M103K0.00%Q2 202616
UBS Group AG
CIK 0001610520
$6M99K0.00%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M96K0.01%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$6M96K0.00%Q2 202619
Cadence Bank
CIK 0001299939
$5M89K0.27%Q4 202520
JPMORGAN CHASE & CO
CIK 0000019617
$5M78K0.00%Q2 2026
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