13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
XMHQ

INVESCO EXCHANGE TRADED FD T

449 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 46137V472·Exchange Traded Fund·449 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$2.0B
75.0% inst. owned
of float
Holders
449
+89 QoQ
filers reporting
Activity
+91 / −6
+956 added · −807 reduced
this quarter
Concentration
22.91%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

449 institutions reported XMHQ in Q1 2026. LPL Financial LLC leads at 22.9% of the visible book. +89 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
$459M4.4M0.12%Q1 202602
MORGAN STANLEY
CIK 0000895421
$250M2.4M0.01%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$145M1.4M0.15%Q1 202604
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$132M1.3M1.12%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$124M1.2M0.08%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$121M1.2M0.03%Q1 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$98M977K0.05%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$98M945K0.14%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$93M895K0.03%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$74M717K0.01%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$68M657K0.01%Q1 202612
TruWealth Advisors, LLC
CIK 0001834985
$51M492K2.44%Q1 202613
Focus Partners Wealth
CIK 0001542153
$47M452K0.05%Q4 202514
OSAIC HOLDINGS, INC.
CIK 0001677044
$38M372K0.06%Q1 202615
STRAIGHTLINE GROUP LLC
CIK 0001444864
$38M364K18.71%Q1 202616
Focus Financial Network, Inc.
CIK 0002010942
$35M343K1.27%Q1 202617
NewEdge Advisors, LLC
CIK 0001633516
$34M334K0.12%Q1 202618
EQUITABLE TRUST CO
CIK 0000033250
$34M332K1.59%Q1 202619
UMB Bank, n.a.
CIK 0000933429
$33M317K0.46%Q1 202620
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$31M316K0.17%Q2 2025
Page 1 of 23
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