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

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137v266·298 13F holders·last filed Mar 31, 2026
Market cap
4.9%
vs prior quarter
13F value held
$496M
74.0% inst. owned
of float
Holders
298
-59 QoQ
filers reporting
Activity
+46 / −36
+767 added · −734 reduced
this quarter
Concentration
12.54%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

298 institutions reported RPG in Q1 2026. MORGAN STANLEY leads at 12.5% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$62M1.3M0.00%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$49M1.0M0.01%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$47M1.0M0.01%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M904K0.00%Q1 2026
05
Marquette Asset Management, LLC
CIK 0001395067
$33M703K4.85%Q4 2025
06
Financial Security Advisor, Inc.
CIK 0001997602
$32M680K5.84%Q1 2026
07
HighTower Advisors, LLC
CIK 0001462245
$28M592K0.03%Q1 2026
08
New England Private Wealth Advisors LLC
CIK 0001582813
$26M564K3.04%Q1 2026
09
UBS Group AG
CIK 0001610520
$22M481K0.00%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M429K0.01%Q1 2026
11
Gimbal Financial
CIK 0001835206
$17M356K10.20%Q3 2025
12
Creative Planning
CIK 0001540235
$16M344K0.01%Q1 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$16M338K0.00%Q1 2026
14
JPMORGAN CHASE & CO
CIK 0000019617
$16M353K0.00%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M330K0.02%Q1 2026
16
Arkadios Wealth Advisors
CIK 0001800798
$13M279K0.21%Q1 2026
17
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M257K0.02%Q1 2026
18
NORTHERN TRUST CORP
CIK 0000073124· Index
$10M215K0.00%Q1 2026
19
Private Advisor Group, LLC
CIK 0001567755
$10M210K0.05%Q1 2026
20
CUTLER INVESTMENT COUNSEL LLC
CIK 0001285973
$10M206K0.99%Q1 2026
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