13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
XMLV

INVESCO EXCH TRADED FD TR II

186 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 46138E198·186 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.2%
vs prior quarter
13F value held
$248M
71.0% inst. owned
of float
Holders
186
-116 QoQ
filers reporting
Activity
+63 / −115
+957 added · −830 reduced
this quarter
Concentration
16.08%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

186 institutions reported XMLV in Q1 2026. MORGAN STANLEY leads at 16.1% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$40M633K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$29M460K0.01%Q1 202603
Brookstone Capital Management
CIK 0001599584
$19M306K0.22%Q1 202604
UBS Group AG
CIK 0001610520
$18M290K0.00%Q1 202605
DORVAL Corp
CIK 0001999144
$16M262K5.11%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M254K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M184K0.00%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M182K0.00%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M172K0.02%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M156K0.00%Q1 202611
Merit Financial Group, LLC
CIK 0001621225
$9M145K0.07%Q1 202612
PFS Partners, LLC
CIK 0002002654
$8M131K3.78%Q1 202613
Obsidian Personal Planning Solutions LLC
CIK 0001909128
$8M128K2.75%Q3 202514
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M119K0.00%Q1 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$7M109K0.01%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$7M105K0.01%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M86K0.00%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M75K0.00%Q1 202619
ProVise Management Group, LLC
CIK 0001305707
$5M72K0.33%Q1 202620
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$4M70K0.05%Q1 2026
Page 1 of 10
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