13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
VRP

INVESCO EXCH TRADED FD TR II

279 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 46138G870·Exchange Traded Fund·279 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.8%
vs prior quarter
13F value held
$956M
50.0% inst. owned
of float
Holders
279
+54 QoQ
filers reporting
Activity
+41 / −6
+1,018 added · −926 reduced
this quarter
Concentration
23.57%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

279 institutions reported VRP in Q1 2026. MORGAN STANLEY leads at 23.6% of the visible book. +54 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$225M9.4M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$213M8.9M0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$84M3.5M0.02%Q1 202604
LPL Financial LLC
CIK 0001403438
$69M2.9M0.02%Q1 202605
UBS Group AG
CIK 0001610520
$54M2.2M0.01%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$40M1.7M0.00%Q1 202607
Advisors Capital Management, LLC
CIK 0001345576
$36M1.5M0.41%Q1 202608
STEPHENS INC /AR/
CIK 0000757657
$35M1.5M0.44%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M1.4M0.01%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$29M1.2M0.03%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M830K0.01%Q1 202612
Mader & Shannon Wealth Management, Inc.
CIK 0001535862
$17M723K8.02%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$17M722K0.00%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$16M652K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M535K0.02%Q1 202616
BENJAMIN EDWARDS INC
CIK 0001451623
$12M512K0.12%Q1 202617
Evolution Wealth Advisors, LLC
CIK 0001763121
$11M469K1.15%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$11M453K0.01%Q1 202619
Sanctuary Advisors, LLC
CIK 0001777271
$10M418K0.05%Q1 202620
Matthew Goff Investment Advisor, LLC
CIK 0000935359
$10M405K1.62%Q1 2026
Page 1 of 14
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