13F Insight
DOSSIER · 13F Holders · Q1 2026
SPVU

INVESCO EXCH TRADED FD TR II

49 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 46138E396·49 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$68M
visible holders
Holders
49
filers reporting
Concentration
27.55%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported SPVU in Q1 2026. LPL Financial LLC leads at 27.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$19M314K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M254K0.00%Q1 202603
Armbruster Capital Management, Inc.
CIK 0001664847
$11M157K1.63%Q2 202604
Invesco Ltd.
CIK 0000914208
$9M153K0.00%Q1 202605
LMCG INVESTMENTS, LLC
CIK 0001470944
$3M38K0.14%Q2 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M24K0.00%Q1 202607
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$1M18K0.03%Q2 202608
Koss-Olinger Consulting, LLC
CIK 0001861163
$1M20K0.10%Q1 202609
Arrowroot Family Office, LLC
CIK 0002017744
$924K16K0.31%Q1 202610
UBS Group AG
CIK 0001610520
$842K14K0.00%Q1 202611
Farther Finance Advisors, LLC
CIK 0001992825
$758K11K0.01%Q2 202612
Paragon Capital Management Ltd
CIK 0001569765
$705K12K0.15%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$658K11K0.00%Q1 202614
Sequent Planning LLC
CIK 0002009724
$629K11K0.15%Q1 202615
Avidian Wealth Enterprises, LLC
CIK 0001471474
$545K8K0.02%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$516K9K0.00%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$485K8K0.00%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$484K8K0.00%Q1 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$438K6K0.00%Q2 202620
HighPoint Advisor Group LLC
CIK 0001616034
$390K7K0.02%Q1 2026
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