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

INVESCO EXCH TRADED FD TR II

188 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 46138E198·188 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$275M
visible holders
Holders
188
filers reporting
Concentration
14.47%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

188 institutions reported XMLV in Q1 2026. MORGAN STANLEY leads at 14.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$40M633K0.00%Q1 202602
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$30M477K0.08%Q1 202603
LPL Financial LLC
CIK 0001403438
$29M460K0.01%Q1 202604
Brookstone Capital Management
CIK 0001599584
$18M277K0.18%Q2 202605
UBS Group AG
CIK 0001610520
$18M290K0.00%Q1 202606
DORVAL Corp
CIK 0001999144
$18M266K5.08%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M254K0.00%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M184K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M182K0.00%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M172K0.02%Q1 202611
Merit Financial Group, LLC
CIK 0001621225
$10M152K0.06%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M156K0.00%Q1 202613
PFS Partners, LLC
CIK 0002002654
$9M134K3.60%Q2 202614
Obsidian Personal Planning Solutions LLC
CIK 0001909128
$8M128K2.75%Q3 202515
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M119K0.00%Q1 202616
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$7M109K0.01%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$7M105K0.01%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M86K0.00%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M75K0.00%Q1 202620
ProVise Management Group, LLC
CIK 0001305707
$5M72K0.33%Q1 2026
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