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

Invesco Exch Traded Fd TR II

180 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 46138E370·180 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$528M
visible holders
Holders
180
filers reporting
Concentration
27.40%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q2 2026

180 institutions reported SPHB in Q2 2026. GOLDMAN SACHS GROUP INC leads at 27.4% 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
$145M930K0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$42M271K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$41M262K0.01%Q2 202604
Proficio Capital Partners LLC
CIK 0001654175
$36M234K1.31%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$35M223K0.01%Q2 202606
Axiom Financial Strategies, LLC
CIK 0001831985
$33M210K10.22%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M199K0.00%Q2 202608
NewEdge Advisors, LLC
CIK 0001633516
$22M144K0.07%Q2 202609
TRUE Private Wealth Advisors
CIK 0001667074
$19M123K1.65%Q2 202610
CITADEL ADVISORS LLC
CIK 0001423053
$16M106K0.00%Q2 202611
Jump Financial, LLC
CIK 0001831577
$16M100K0.12%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$14M96K0.01%Q2 202613
UBS Group AG
CIK 0001610520
$14M87K0.00%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M82K0.00%Q2 202615
Fortis Group Advisors, LLC
CIK 0001815183
$12M77K1.92%Q2 202616
BNB Wealth Management, LLC
CIK 0002111175
$8M54K4.58%Q2 202617
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$8M50K0.00%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M50K0.00%Q2 202619
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$8M49K0.07%Q2 202620
Winter & Associates, Inc.
CIK 0002109063
$8M49K5.76%Q2 2026
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