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

INVESCO EXCH TRADED FD TR II

166 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 46138G615·166 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$393M
visible holders
Holders
166
filers reporting
Concentration
26.20%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

166 institutions reported SOXQ in Q2 2026. MORGAN STANLEY leads at 26.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$103M919K0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$44M397K0.01%Q2 202603
EAGLE GLOBAL ADVISORS LLC
CIK 0001130787
$38M336K1.25%Q2 202604
CITIGROUP INC
CIK 0000831001
$26M234K0.01%Q2 202605
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$21M186K1.56%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M171K0.00%Q2 202607
NorthRock Partners, LLC
CIK 0001632097
$17M154K0.25%Q2 202608
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$15M138K0.10%Q2 202609
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$15M136K0.07%Q2 202610
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$15M135K0.01%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M106K0.00%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$10M88K0.00%Q2 202613
VestGen Advisors, LLC
CIK 0002050130
$9M80K0.26%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M140K0.02%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M72K0.00%Q2 202616
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$8M68K1.90%Q2 202617
Corient Private Wealth LLC
CIK 0001948780
$6M57K0.01%Q2 202618
Meridian Wealth Management, LLC
CIK 0001697300
$6M56K0.19%Q2 202619
Capital Investment Advisors, LLC
CIK 0001582732
$6M51K0.08%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$6M51K0.00%Q2 2026
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