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

INVESCO EXCHANGE TRADED FD T

96 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 46137V456·96 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.4%
vs prior quarter
13F value held
$240M
50.0% inst. owned
of float
Holders
96
+38 QoQ
filers reporting
Activity
+8 / −6
+920 added · −769 reduced
this quarter
Concentration
16.59%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

96 institutions reported XMVM in Q1 2026. LPL Financial LLC leads at 16.6% of the visible book. +38 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
$40M612K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M566K0.00%Q1 202603
Avior Wealth Management, LLC
CIK 0001599868
$34M526K0.97%Q1 202604
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$18M282K0.23%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M239K0.00%Q1 202606
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$14M217K2.81%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M194K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$12M187K0.00%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M161K0.01%Q1 202610
Anfield Capital Management, LLC
CIK 0001602020
$8M117K2.10%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$5M76K0.00%Q1 202612
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$5M74K0.11%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$5M73K0.01%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M70K0.01%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M63K0.01%Q1 202616
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M56K0.01%Q1 202617
Equitable Holdings, Inc.
CIK 0001333986
$3M47K0.02%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M45K0.00%Q1 202619
CITIGROUP INC
CIK 0000831001
$3M44K0.00%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M38K0.00%Q1 2026
Page 1 of 5
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