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

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137V217·129 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$87M
visible holders
Holders
129
filers reporting
Concentration
16.94%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

129 institutions reported RFG in Q2 2026. MORGAN STANLEY leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$15M229K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$15M226K0.00%Q2 202603
New England Private Wealth Advisors LLC
CIK 0001582813
$11M186K1.09%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M80K0.00%Q2 202605
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$5M75K0.06%Q2 202606
Twelve Points Wealth Management LLC
CIK 0001877090
$4M68K0.88%Q2 202607
Ameritas Advisory Services, LLC
CIK 0001901275
$4M54K0.07%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M48K0.00%Q2 202609
Compton Wealth Advisory Group, LLC
CIK 0001761044
$3M48K0.61%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M43K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M40K0.00%Q2 202612
Prosperity Consulting Group, LLC
CIK 0001910398
$3M40K0.10%Q2 202613
UBS Group AG
CIK 0001610520
$2M37K0.00%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$2M30K0.01%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$2M30K0.00%Q2 202616
KPP Advisory Services LLC
CIK 0001989349
$2M29K0.23%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$2M27K0.00%Q2 202618
Cornerstone Financial Group, LLC /NE/
CIK 0002056783
$2M26K1.02%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M25K0.00%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M25K0.00%Q2 2026
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