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

INVESCO EXCH TRADED FD TR II

133 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 46138G656·133 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$339M
visible holders
Holders
133
filers reporting
Concentration
17.19%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported RDIV in Q1 2026. MORGAN STANLEY leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$58M1.0M0.00%Q1 202602
Heartwood Wealth Advisors LLC
CIK 0001794935
$44M764K3.44%Q2 202603
Allworth Financial LP
CIK 0001555170
$42M753K0.17%Q1 202604
LPL Financial LLC
CIK 0001403438
$42M750K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$29M513K0.00%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M399K0.00%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M344K0.01%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M216K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M163K0.01%Q1 202610
Rockefeller Capital Management L.P.
CIK 0001739439
$8M135K0.01%Q1 202611
Private Advisor Group, LLC
CIK 0001567755
$7M120K0.03%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M114K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M112K0.01%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M96K0.01%Q2 202615
UBS Group AG
CIK 0001610520
$6M100K0.00%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$5M97K0.01%Q1 202617
HUNTINGTON NATIONAL BANK
CIK 0000049205
$5M85K0.03%Q1 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M84K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$5M83K0.00%Q1 202620
Cadence Bank
CIK 0001299939
$5M89K0.27%Q4 2025
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