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

INVESCO EXCH TRADED FD TR II

36 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 46138E131·36 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
36
filers reporting
Concentration
28.67%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported XSHD in Q1 2026. LPL Financial LLC leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$6M446K0.00%Q1 202602
Heartwood Wealth Advisors LLC
CIK 0001794935
$3M185K0.20%Q2 202603
Concord Wealth Partners
CIK 0001814214
$2M175K0.28%Q2 202604
Concord Asset Management, LLC/VA
CIK 0002031885
$2M174K0.38%Q2 202605
IHT Wealth Management, LLC
CIK 0001697490
$2M151K0.05%Q1 202606
COWA, LLC
CIK 0001844480
$966K74K0.26%Q1 202607
Sigma Planning Corp
CIK 0001449126
$729K56K0.02%Q1 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$639K49K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$556K42K0.00%Q1 202610
Capital Investment Advisory Services, LLC
CIK 0001659203
$447K32K0.03%Q2 202611
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$368K26K0.05%Q2 202612
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$248K19K0.01%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$247K19K0.00%Q1 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$207K16K0.00%Q1 202615
Wealthcare Advisory Partners LLC
CIK 0001683059
$173K12K0.00%Q2 202616
Indivisible Partners
CIK 0002098400
$147K11K0.01%Q1 202617
Eagle Bluffs Wealth Management LLC
CIK 0001906547
$138K11K0.05%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$59K5K0.00%Q1 202619
Graney & King, LLC
CIK 0002051568
$53K4K0.03%Q1 202620
TSFG, LLC
CIK 0001800513
$52K4K0.01%Q1 2026
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