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

INVESCO EXCH TRADED FD TR II

382 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 46138E362·382 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$710M
visible holders
Holders
382
filers reporting
Concentration
16.10%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

382 institutions reported SPHD in Q2 2026. Brookstone Capital Management leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$114M2.2M1.14%Q2 202602
LPL Financial LLC
CIK 0001403438
$110M2.2M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$83M1.6M0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$68M1.3M0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M699K0.01%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$35M693K0.01%Q2 202607
FRANKLIN RESOURCES INC
CIK 0000038777
$30M585K0.01%Q2 202608
UBS Group AG
CIK 0001610520
$29M573K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M483K0.00%Q2 202610
Avidian Wealth Enterprises, LLC
CIK 0001471474
$24M477K0.67%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$23M461K0.00%Q2 202612
Private Advisor Group, LLC
CIK 0001567755
$22M425K0.10%Q2 202613
Financial Engines Advisors L.L.C.
CIK 0001420473
$18M345K0.03%Q2 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$16M305K0.01%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$15M301K0.01%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M278K0.00%Q2 202617
FMR LLC
CIK 0000315066
$13M262K0.00%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M240K0.01%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M237K0.02%Q2 202620
XML Financial, LLC
CIK 0001800465
$12M233K0.86%Q2 2026
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