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

INVESCO EXCHANGE TRADED FD T

136 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 46137V274·136 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.5%
vs prior quarter
13F value held
$189M
75.0% inst. owned
of float
Holders
136
+128 QoQ
filers reporting
Activity
+62 / −81
+795 added · −873 reduced
this quarter
Concentration
24.99%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

136 institutions reported RSPU in Q1 2026. LPL Financial LLC leads at 25.0% of the visible book. +128 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$47M584K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M427K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$15M179K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M153K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M125K0.01%Q1 202606
Kestra Advisory Services, LLC
CIK 0001830819
$10M117K0.04%Q1 202607
STUDIO INVESTMENT MANAGEMENT LLC
CIK 0001893893
$8M97K1.41%Q1 202608
DENVER WEALTH MANAGEMENT, INC.
CIK 0001909800
$8M94K2.61%Q1 202609
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$5M60K0.60%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M54K0.00%Q1 202611
Atria Wealth Solutions, Inc.
CIK 0001927543
$4M58K0.09%Q2 202512
RM Financial Services, LLC
CIK 0002109852
$4M50K3.52%Q1 202613
UBS Group AG
CIK 0001610520
$4M50K0.00%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M50K0.01%Q1 202615
WealthCare Investment Partners, LLC
CIK 0001908462
$4M49K1.08%Q1 202616
Advisory Services Network, LLC
CIK 0001573876
$3M41K0.04%Q1 202617
Friedenthal Financial
CIK 0001598611
$3M41K1.66%Q1 202618
Marshall & Sterling Wealth Advisors Inc.
CIK 0002056315
$3M39K2.08%Q1 202619
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M38K0.00%Q1 202620
REDSTONE WEALTH MANAGEMENT, LLC
CIK 0002049950
$3M37K2.38%Q1 2026
Page 1 of 7
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