13F Insight
DOSSIER · 13F Holders · Q1 2026
SPHB

Invesco Exch Traded Fd TR II

157 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 46138E370·157 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$316M
visible holders
Holders
157
filers reporting
Concentration
26.58%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

157 institutions reported SPHB in Q1 2026. GOLDMAN SACHS GROUP INC leads at 26.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GOLDMAN SACHS GROUP INC
CIK 0000886982
$84M726K0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$28M239K0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$26M224K0.00%Q1 202604
Axiom Financial Strategies, LLC
CIK 0001831985
$25M212K8.67%Q1 202605
TRUE Private Wealth Advisors
CIK 0001667074
$19M123K1.65%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$16M141K0.06%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M118K0.00%Q1 202608
Fortis Group Advisors, LLC
CIK 0001815183
$12M77K1.92%Q2 202609
UBS Group AG
CIK 0001610520
$11M93K0.00%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$10M83K0.00%Q4 202511
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M78K0.00%Q1 202612
Proficio Capital Partners LLC
CIK 0001654175
$9M74K0.46%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$8M73K0.00%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M71K0.00%Q1 202615
Winter & Associates, Inc.
CIK 0002109063
$8M49K5.76%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M66K0.00%Q1 202617
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$7M60K0.00%Q1 202618
Jump Financial, LLC
CIK 0001831577
$6M53K0.08%Q1 202619
Hutchens & Kramer Investment Management Group, LLC
CIK 0001920117
$5M32K1.35%Q2 202620
BNB Wealth Management, LLC
CIK 0002111175
$5M42K3.10%Q1 2026
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