13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
XSVM

INVESCO EXCHANGE TRADED FD T

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

CUSIP 46137V480·137 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.1%
vs prior quarter
13F value held
$243M
50.0% inst. owned
of float
Holders
137
-48 QoQ
filers reporting
Activity
+86 / −7
+746 added · −670 reduced
this quarter
Concentration
21.19%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

137 institutions reported XSVM in Q1 2026. LPL Financial LLC leads at 21.2% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$51M854K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M447K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$23M386K0.00%Q1 202604
360 Financial, Inc.
CIK 0001802324
$20M324K5.89%Q1 202605
CWM, LLC
CIK 0001535847
$13M213K0.03%Q1 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$13M246K0.07%Q2 202507
Banco Santander, S.A.
CIK 0000891478
$12M192K0.09%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M190K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$9M145K0.01%Q1 202610
Altman Advisors, Inc.
CIK 0001731671
$8M140K3.50%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M119K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M118K0.01%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$7M112K0.03%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M112K0.01%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M97K0.00%Q1 202616
CIBC WORLD MARKET INC.
CIK 0001421224
$6M97K0.01%Q1 202617
Cooper Financial Group
CIK 0001751581
$4M72K0.44%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$4M71K0.00%Q1 202619
Kellett Wealth Advisors, LLC
CIK 0001910381
$4M68K2.23%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M63K0.01%Q1 2026
Page 1 of 7
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