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

Invesco Raymond James SB-1 ETF

37 institutions still hold Invesco Raymond James SB-1 ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V522·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$32M
visible holders
Holders
37
filers reporting
Concentration
40.19%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported UPGD in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 40.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M158K0.00%Q2 202602
Kingsview Wealth Management, LLC
CIK 0001791965
$9M113K0.11%Q2 202603
LPL Financial LLC
CIK 0001403438
$2M22K0.00%Q2 202604
Aspire Growth Partners LLC
CIK 0002055568
$852K10K0.50%Q2 202605
OXFORD FINANCIAL GROUP, LTD. LLC
CIK 0001245862
$819K10K0.04%Q2 202606
HBK Sorce Advisory LLC
CIK 0001379995
$721K9K0.01%Q2 202607
HRT FINANCIAL LP
CIK 0001475597
$667K9K0.00%Q4 202508
CWM, LLC
CIK 0001535847
$629K9K0.00%Q1 202609
Tower Research Capital LLC (TRC)
CIK 0001533421
$510K6K0.01%Q2 202610
Total Wealth Planning & Management, Inc.
CIK 0002058383
$478K6K0.32%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$471K6K0.00%Q2 202612
MGB Wealth Management, LLC
CIK 0002015822
$423K6K0.12%Q4 202513
Beacon Pointe Advisors, LLC
CIK 0001744317
$410K5K0.00%Q2 202614
Geneos Wealth Management Inc.
CIK 0001764754
$410K5K0.01%Q2 202615
Millstone Evans Group, LLC
CIK 0002041943
$333K4K0.18%Q2 202616
Morey & Quinn Wealth Partners, LLC
CIK 0002055521
$326K4K0.21%Q2 202617
MORGAN STANLEY
CIK 0000895421
$323K4K0.00%Q2 202618
YARGER WEALTH STRATEGIES, LLC
CIK 0001908607
$295K4K0.11%Q2 202619
GLENMEDE TRUST CO NA
CIK 0000314949
$291K4K0.00%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$277K4K0.00%Q1 2026
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