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

INVESCO EXCH TRADED FD TR II

78 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 46138G300·78 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$146M
visible holders
Holders
78
filers reporting
Concentration
21.45%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported XSHQ in Q1 2026. LPL Financial LLC leads at 21.4% 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
$31M743K0.01%Q1 202602
Larson Financial Group LLC
CIK 0001731061
$25M589K0.79%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$18M425K0.01%Q1 202604
Independent Advisor Alliance
CIK 0001696899
$10M234K0.11%Q1 202605
HighPoint Advisor Group LLC
CIK 0001616034
$7M170K0.30%Q1 202606
Breakwater Capital Group
CIK 0001964309
$7M140K0.81%Q2 202607
BEACON FINANCIAL PLANNING, INC
CIK 0001966066
$6M132K2.16%Q1 202608
Private Advisory Group LLC
CIK 0001632965
$6M131K0.36%Q1 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M100K0.00%Q1 202610
Mariner, LLC
CIK 0001373442
$4M96K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M89K0.00%Q1 202612
PlanVest Financial, Inc
CIK 0002135239
$4M84K2.68%Q1 202613
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$3M83K1.16%Q1 202614
Intrua Financial, LLC
CIK 0001812792
$3M82K0.36%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M78K0.00%Q1 202616
MORGAN STANLEY
CIK 0000895421
$3M73K0.00%Q1 202617
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$2M46K0.13%Q2 202618
Equitable Holdings, Inc.
CIK 0001333986
$2M52K0.01%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$2M46K0.00%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M43K0.00%Q1 2026
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