13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XSMO

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137V498·Exchange Traded Fund·341 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.5B
visible holders
Holders
341
filers reporting
Concentration
15.48%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

341 institutions reported XSMO in Q2 2026. LPL Financial LLC leads at 15.5% 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
$238M2.5M0.05%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$193M2.1M0.23%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$167M1.8M0.04%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$159M1.7M0.04%Q2 202605
MORGAN STANLEY
CIK 0000895421
$106M1.1M0.01%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$87M928K0.01%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$87M928K0.08%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$77M826K0.01%Q2 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$68M724K0.04%Q2 202610
Apollon Wealth Management, LLC
CIK 0001764387
$52M554K0.63%Q2 202611
Gratus Wealth Advisors, LLC
CIK 0002022161
$49M527K6.29%Q2 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$48M525K0.02%Q2 202613
CWM, LLC
CIK 0001535847
$33M438K0.09%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$31M334K0.14%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$29M312K0.03%Q2 202616
River Wealth Advisors LLC
CIK 0001642570
$29M309K3.03%Q2 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$25M263K0.02%Q2 202618
Focus Financial Network, Inc.
CIK 0002010942
$21M221K0.64%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$21M271K0.05%Q1 202620
Armbruster Capital Management, Inc.
CIK 0001664847
$19M198K2.77%Q2 2026
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