13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
RWJ

INVESCO EXCH TRADED FD TR II

209 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 46138G664·Exchange Traded Fund·209 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.2%
vs prior quarter
13F value held
$745M
74.0% inst. owned
of float
Holders
209
-34 QoQ
filers reporting
Activity
+81 / −40
+917 added · −750 reduced
this quarter
Concentration
20.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

209 institutions reported RWJ in Q1 2026. LPL Financial LLC leads at 20.2% of the visible book. -34 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$151M3.0M0.04%Q1 202602
MORGAN STANLEY
CIK 0000895421
$116M2.3M0.01%Q1 202603
Fusion Family Wealth LLC
CIK 0001696209
$76M1.5M5.65%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$68M1.3M0.00%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$41M806K0.01%Q1 202606
UBS Group AG
CIK 0001610520
$40M785K0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M762K0.01%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$28M557K0.04%Q1 202609
Focus Partners Wealth
CIK 0001542153
$26M525K0.03%Q4 202510
Wellington Grp LLC
CIK 0002134013
$25M485K7.55%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M436K0.00%Q1 202612
MAI Capital Management
CIK 0001040197
$21M424K0.12%Q1 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$20M398K0.01%Q1 202614
CPC Advisors, LLC
CIK 0001805250
$16M319K2.61%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M250K0.02%Q1 202616
WFA Asset Management Corp
CIK 0001994434
$10M227K5.63%Q3 202517
Private Advisor Group, LLC
CIK 0001567755
$10M204K0.05%Q1 202618
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$10M204K0.23%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M158K0.00%Q1 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$7M139K0.11%Q1 2026
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