13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SPHB

Invesco Exch Traded Fund Tr II

134 institutions still hold Invesco Exch Traded Fund Tr II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138e370·134 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.2%
vs prior quarter
13F value held
$290M
74.0% inst. owned
of float
Holders
134
-101 QoQ
filers reporting
Activity
+55 / −106
+874 added · −721 reduced
this quarter
Concentration
28.97%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported SPHB in Q1 2026. GOLDMAN SACHS GROUP INC leads at 29.0% of the visible book. -101 net institutions QoQ — distribution reading.

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
NewEdge Advisors, LLC
CIK 0001633516
$16M141K0.06%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M118K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$11M93K0.00%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$10M83K0.00%Q4 202509
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M78K0.00%Q1 202610
Proficio Capital Partners LLC
CIK 0001654175
$9M74K0.46%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$8M73K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M71K0.00%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M66K0.00%Q1 202614
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$7M60K0.00%Q1 202615
Jump Financial, LLC
CIK 0001831577
$6M53K0.08%Q1 202616
Fortis Group Advisors, LLC
CIK 0001815183
$6M44K0.97%Q1 202617
BNB Wealth Management, LLC
CIK 0002111175
$5M42K3.10%Q1 202618
Csenge Advisory Group
CIK 0001715593
$4M35K0.19%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M35K0.00%Q1 202620
PFG Advisors
CIK 0001694435
$4M33K0.19%Q1 2026
Page 1 of 7
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