DOSSIER · 13F Holders · Q2 2026
SPVU

INVESCO EXCH TRADED FD TR II

56 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 46138E396·56 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$72M
visible holders
Holders
56
filers reporting
Concentration
32.51%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported SPVU in Q2 2026. LPL Financial LLC leads at 32.5% 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
$24M336K0.01%Q2 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M186K0.00%Q2 2026
03
Invesco Ltd.
CIK 0000914208
$11M153K0.00%Q2 2026
04
Armbruster Capital Management, Inc.
CIK 0001664847
$10M152K1.47%Q3 2026
05
LMCG INVESTMENTS, LLC
CIK 0001470944
$3M38K0.14%Q2 2026
06
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$1M20K0.03%Q3 2026
07
IFP Advisors, Inc
CIK 0001641866
$1M19K0.02%Q3 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M18K0.00%Q2 2026
09
Arrowroot Family Office, LLC
CIK 0002017744
$1M16K0.31%Q2 2026
10
Equitable Holdings, Inc.
CIK 0001333986
$1M15K0.01%Q2 2026
11
UBS Group AG
CIK 0001610520
$1M14K0.00%Q2 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$927K13K0.00%Q2 2026
13
Paragon Capital Management Ltd
CIK 0001569765
$764K12K0.14%Q3 2026
14
Farther Finance Advisors, LLC
CIK 0001992825
$703K11K0.01%Q3 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$668K10K0.00%Q2 2026
16
Concurrent Investment Advisors, LLC
CIK 0002001015
$600K9K0.00%Q3 2026
17
Koss-Olinger Consulting, LLC
CIK 0001861163
$582K8K0.04%Q2 2026
18
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$573K8K0.00%Q2 2026
19
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$484K8K0.00%Q1 2026
20
HighPoint Advisor Group LLC
CIK 0001616034
$456K7K0.02%Q2 2026
Page 1 of 3
36 more holders available. Log in →