13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XSMO

INVESCO EXCHANGE TRADED FD TR

311 institutions still hold INVESCO EXCHANGE TRADED FD TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137v498·311 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$1.1B
72.0% inst. owned
of float
Holders
311
+29 QoQ
filers reporting
Activity
+67 / −54
+889 added · −852 reduced
this quarter
Concentration
16.01%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

311 institutions reported XSMO in Q1 2026. LPL Financial LLC leads at 16.0% of the visible book. +29 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$172M2.3M0.05%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$143M1.9M0.21%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$130M1.7M0.03%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$85M1.1M0.03%Q1 202605
MORGAN STANLEY
CIK 0000895421
$69M906K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$66M870K0.07%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$64M840K0.01%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$46M610K0.03%Q1 202609
Gratus Wealth Advisors, LLC
CIK 0002022161
$40M520K5.72%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M475K0.00%Q1 202611
CWM, LLC
CIK 0001535847
$33M438K0.09%Q1 202612
Apollon Wealth Management, LLC
CIK 0001764387
$30M389K0.48%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$29M389K0.01%Q1 202614
River Wealth Advisors LLC
CIK 0001642570
$24M314K2.74%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$21M279K0.02%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$19M256K0.02%Q1 202617
Focus Financial Network, Inc.
CIK 0002010942
$17M222K0.61%Q1 202618
Mariner, LLC
CIK 0001373442
$17M221K0.02%Q1 202619
Modern Wealth Management, LLC
CIK 0002001900
$17M217K0.29%Q1 202620
Armbruster Capital Management, Inc.
CIK 0001664847
$15M203K2.52%Q1 2026
Page 1 of 16
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