13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SPVM

INVESCO EXCHANGE TRADED FD T

35 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V423·35 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$58M
68.0% inst. owned
of float
Holders
35
+125 QoQ
filers reporting
Activity
+83 / −59
+861 added · −714 reduced
this quarter
Concentration
23.33%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported SPVM in Q1 2026. LPL Financial LLC leads at 23.3% of the visible book. +125 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
$14M196K0.00%Q1 202602
Beta Wealth Group, Inc.
CIK 0001594417
$12M172K4.91%Q1 202603
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CIK 0001923052
$11M160K4.61%Q1 202604
Tactive Advisors, LLC
CIK 0002002409
$6M90K1.75%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M54K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M32K0.00%Q1 202607
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M21K0.02%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1M20K0.00%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M20K0.00%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1M18K0.00%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$891,83913K0.00%Q1 202612
Perennial Investment Advisors, LLC
CIK 0001801523
$596,9219K0.05%Q1 202613
MORGAN STANLEY
CIK 0000895421
$494,8647K0.00%Q1 202614
Tower Research Capital LLC (TRC)
CIK 0001533421
$468,2447K0.01%Q1 202615
Cooper Financial Group
CIK 0001751581
$459,5617K0.05%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$443,1256K0.00%Q1 202617
PRIVATE TRUST CO NA
CIK 0001277557
$318,3185K0.03%Q1 202618
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$220,8933K0.00%Q1 202619
Accent Capital Management, LLC
CIK 0002014179
$68,9001K0.03%Q1 202620
SageView Advisory Group, LLC
CIK 0001914558
$42,9446340.00%Q4 2025
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