DOSSIER · 13F Holders · Q2 2026
XSHD

INVESCO EXCH TRADED FD TR II

40 institutions still hold INVESCO EXCH TRADED FD TR II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E131·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$17M
visible holders
Holders
40
filers reporting
Concentration
14.41%
Concord Wealth Partners #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported XSHD in Q2 2026. Concord Wealth Partners leads at 14.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Concord Wealth Partners
CIK 0001814214
$2M175K0.28%Q2 2026
02
Concord Asset Management, LLC/VA
CIK 0002031885
$2M174K0.38%Q2 2026
03
Heartwood Wealth Advisors LLC
CIK 0001794935
$2M186K0.19%Q3 2026
04
IHT Wealth Management, LLC
CIK 0001697490
$2M156K0.05%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$2M131K0.00%Q2 2026
06
COWA, LLC
CIK 0001844480
$972K69K0.24%Q2 2026
07
Tower Research Capital LLC (TRC)
CIK 0001533421
$800K57K0.02%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$557K39K0.00%Q2 2026
09
Capital Investment Advisory Services, LLC
CIK 0001659203
$447K32K0.03%Q2 2026
10
Global Retirement Partners, LLC
CIK 0001749744
$403K29K0.01%Q2 2026
11
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$379K27K0.00%Q2 2026
12
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$368K26K0.05%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$275K19K0.00%Q2 2026
14
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$267K19K0.01%Q2 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$265K19K0.00%Q2 2026
16
ROYAL BANK OF CANADA
CIK 0001000275
$245K17K0.00%Q2 2026
17
Concurrent Investment Advisors, LLC
CIK 0002001015
$210K16K0.00%Q3 2026
18
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$207K16K0.00%Q1 2026
19
Wealthcare Advisory Partners LLC
CIK 0001683059
$173K12K0.00%Q2 2026
20
Rossby Financial, LCC
CIK 0002056510
$172K12K0.03%Q2 2026
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