13F Insight
DOSSIER · 13F Holders · Q2 2026
XSHQ

INVESCO EXCH TRADED FD TR II

80 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 46138G300·80 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$153M
visible holders
Holders
80
filers reporting
Concentration
19.62%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

80 institutions reported XSHQ in Q2 2026. LPL Financial LLC leads at 19.6% 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
$30M622K0.01%Q2 202602
Larson Financial Group LLC
CIK 0001731061
$28M570K0.72%Q2 202603
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$9M205K0.15%Q3 202604
Coppell Advisory Solutions LLC
CIK 0001848433
$9M1K0.75%Q2 202605
HighPoint Advisor Group LLC
CIK 0001616034
$8M164K0.28%Q2 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M154K0.00%Q2 202607
Private Advisory Group LLC
CIK 0001632965
$6M130K0.34%Q2 202608
Breakwater Capital Group
CIK 0001964309
$6M140K0.75%Q3 202609
BEACON FINANCIAL PLANNING, INC
CIK 0001966066
$6M125K2.05%Q2 202610
Mariner, LLC
CIK 0001373442
$6M125K0.01%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M115K0.00%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M104K0.00%Q2 202613
PlanVest Financial, Inc
CIK 0002135239
$4M83K2.69%Q2 202614
MORGAN STANLEY
CIK 0000895421
$4M80K0.00%Q2 202615
Intrua Financial, LLC
CIK 0001812792
$4M79K0.35%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M78K0.00%Q2 202617
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$3M66K0.92%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M66K0.00%Q2 202619
Equitable Holdings, Inc.
CIK 0001333986
$3M57K0.02%Q2 202620
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$2M46K0.13%Q2 2026
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