DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

XSHQ

INVESCO EXCH TRADED FD TR II

79 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 46138G300·79 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 6.7%

vs prior quarter

13F value held

$147M

60.0% inst. owned

of float

Holders

79

+103 QoQ

filers reporting

Activity

+45 / −83

+868 added · −783 reduced

this quarter

Concentration

21.32%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

79 institutions reported XSHQ in Q1 2026. LPL Financial LLC leads at 21.3% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$31M743K0.01%Q1 2026 02

Larson Financial Group LLC

$25M589K0.79%Q1 2026 03

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$18M425K0.01%Q1 2026 04

Independent Advisor Alliance

$10M234K0.11%Q1 2026 05

Breakwater Capital Group

$7M177K1.00%Q1 2026 06

HighPoint Advisor Group LLC

$7M170K0.30%Q1 2026 07

BEACON FINANCIAL PLANNING, INC

$6M132K2.16%Q1 2026 08

Private Advisory Group LLC

$6M131K0.36%Q1 2026 09

GOLDMAN SACHS GROUP INC

$4M100K0.00%Q1 2026 10

$4M96K0.00%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

$4M89K0.00%Q1 2026 12

PlanVest Financial, Inc

$4M84K2.68%Q1 2026 13

DHJJ Financial Advisors, Ltd.

$3M83K1.16%Q1 2026 14

Intrua Financial, LLC

$3M82K0.36%Q1 2026 15

BANK OF AMERICA CORP /DE/

$3M78K0.00%Q1 2026 16

$3M73K0.00%Q1 2026 17

Equitable Holdings, Inc.

$2M52K0.01%Q1 2026 18

Westmount Partners, LLC

$2M40K0.54%Q1 2026 19

FIFTH THIRD SECURITIES, INC.

$2M48K0.13%Q1 2026 20

Cetera Investment Advisers

$2M46K0.00%Q1 2026

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