13F Insight
DOSSIER · 13F Holders · Q2 2026
RZG

INVESCO EXCHANGE TRADED FD T

66 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V175·66 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$55M
visible holders
Holders
66
filers reporting
Concentration
13.15%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported RZG in Q2 2026. LPL Financial LLC leads at 13.1% 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
$7M99K0.00%Q2 202602
CWM, LLC
CIK 0001535847
$7M125K0.02%Q1 202603
Horizon Family Wealth, Inc.
CIK 0001910660
$6M85K2.82%Q2 202604
Global View Capital Management LLC
CIK 0001994495
$4M54K0.81%Q2 202605
Twelve Points Wealth Management LLC
CIK 0001877090
$4M49K0.72%Q2 202606
MORGAN STANLEY
CIK 0000895421
$3M46K0.00%Q2 202607
Synergy Asset Management, LLC
CIK 0001699080
$3M42K0.29%Q2 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$3M41K0.00%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$3M41K0.00%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M26K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M23K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M23K0.00%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M23K0.00%Q2 202614
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$1M20K0.11%Q2 202615
Berger Financial Group, Inc
CIK 0001826136
$1M18K0.07%Q2 202616
Allworth Financial LP
CIK 0001555170
$1M17K0.01%Q2 202617
Tempo Wealth, LLC
CIK 0002112005
$1M17K0.18%Q2 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M19K0.00%Q1 202619
WILLNER & HELLER, LLC
CIK 0001927796
$824K11K0.52%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$734K10K0.00%Q2 2026
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