DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
RWK

INVESCO EXCH TRADED FD TR II

146 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 46138G672·146 13F holders·last filed Mar 31, 2026
Market cap
0.7%
vs prior quarter
13F value held
$660M
47.0% inst. owned
of float
Holders
146
+98 QoQ
filers reporting
Activity
+19 / −25
+936 added · −919 reduced
this quarter
Concentration
18.67%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported RWK in Q1 2026. MORGAN STANLEY leads at 18.7% of the visible book. +98 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$123M961K0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$80M625K0.02%Q1 2026
03
AMERIPRISE FINANCIAL INC
CIK 0000820027
$76M590K0.02%Q1 2026
04
Fusion Family Wealth LLC
CIK 0001696209
$71M551K5.28%Q1 2026
05
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$69M535K0.58%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M326K0.00%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$34M265K0.01%Q1 2026
08
Bleakley Financial Group, LLC
CIK 0001936953
$26M205K0.41%Q1 2026
09
Resonant Capital Advisors, LLC
CIK 0001803236
$22M171K1.15%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M141K0.01%Q1 2026
11
UBS Group AG
CIK 0001610520
$16M127K0.00%Q1 2026
12
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$16M122K0.01%Q1 2026
13
RVW Wealth, LLC
CIK 0001756543
$15M118K1.17%Q1 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M88K0.02%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M75K0.01%Q1 2026
16
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M68K0.00%Q1 2026
17
EverSource Wealth Advisors, LLC
CIK 0001710537
$6M48K0.19%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$6M47K0.00%Q1 2026
19
Ipsen Advisor Group LLC
CIK 0001964922
$6M46K4.14%Q1 2026
20
NWAM LLC
CIK 0001655006
$5M40K0.29%Q1 2026
Page 1 of 8
126 more holders available. Log in →