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

INVESCO EXCH TRADED FD TR II

340 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 46138E362·340 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$738M
65.0% inst. owned
of float
Holders
340
+4 QoQ
filers reporting
Activity
+74 / −6
+961 added · −764 reduced
this quarter
Concentration
14.71%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

340 institutions reported SPHD in Q1 2026. LPL Financial LLC leads at 14.7% of the visible book. +4 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$109M2.2M0.03%Q1 202602
Brookstone Capital Management
CIK 0001599584
$105M2.1M1.20%Q1 202603
MORGAN STANLEY
CIK 0000895421
$101M2.0M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M1.3M0.00%Q1 202605
Financial Engines Advisors L.L.C.
CIK 0001420473
$44M889K0.09%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M705K0.01%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$32M652K0.01%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$29M593K0.00%Q1 202609
FRANKLIN RESOURCES INC
CIK 0000038777
$28M559K0.01%Q1 202610
UBS Group AG
CIK 0001610520
$28M558K0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M519K0.00%Q1 202612
Avidian Wealth Enterprises, LLC
CIK 0001471474
$23M469K0.74%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$18M363K0.08%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M346K0.00%Q1 202615
BANK OF MONTREAL /CAN/
CIK 0000927971
$14M282K0.01%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M281K0.00%Q1 202617
FMR LLC
CIK 0000315066
$13M272K0.00%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$13M266K0.01%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M238K0.02%Q1 202620
Shilanski & Associates, Inc.
CIK 0001722084
$11M231K3.03%Q3 2025
Page 1 of 17
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