13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
RWJ

INVESCO EXCH TRADED FD TR II

226 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 46138G664·Exchange Traded Fund·226 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$930M
visible holders
Holders
226
filers reporting
Concentration
18.68%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

226 institutions reported RWJ in Q2 2026. LPL Financial LLC leads at 18.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$174M2.9M0.04%Q2 202602
MORGAN STANLEY
CIK 0000895421
$166M2.8M0.01%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M1.5M0.01%Q2 202604
Fusion Family Wealth LLC
CIK 0001696209
$88M1.5M5.82%Q2 202605
UBS Group AG
CIK 0001610520
$49M830K0.01%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$48M804K0.01%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$46M778K0.01%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$36M608K0.04%Q2 202609
Focus Partners Wealth
CIK 0001542153
$34M572K0.03%Q2 202610
Wellington Grp LLC
CIK 0002134013
$30M508K8.00%Q2 202611
MAI Capital Management
CIK 0001040197
$26M438K0.10%Q2 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$25M423K0.01%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M415K0.00%Q2 202614
CPC Advisors, LLC
CIK 0001805250
$19M322K2.58%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M244K0.02%Q2 202616
Ancora Advisors LLC
CIK 0001446114
$14M235K0.27%Q2 202617
Private Advisor Group, LLC
CIK 0001567755
$13M222K0.06%Q2 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$12M205K0.23%Q2 202619
FSA WEALTH PARTNERS, INC.
CIK 0001731221
$11M182K2.71%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M177K0.00%Q2 2026
Page 1 of 12
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