Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V399S&P500 BUY WRTPBPQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.1%
Max % of class reported
Institutional Holders
57
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Jan 29, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 29, 2026 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 0.6% | 90.4K | SEC |
| 2 | Jan 28, 2025 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 2.6% | 120.8K | SEC |
| 3 | Feb 8, 2024 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G | 5.1% | 217.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sumitomo Life Insurance Co | 6.22M | $136.78M |
| 2 | Morgan Stanley | 795.4K | $17.49M |
| 3 | United Community Bank | 481.7K | $10.59M |
| 4 | Mai Capital Management | 459.0K | $10.09M |
| 5 | Lpl Financial LLC | 205.0K | $4.51M |
| 6 | Bank Of America Corp /De/ | 205.0K | $4.51M |
| 7 | Creative Planning | 177.1K | $3.89M |
| 8 | Fifth Third Securities, Inc. | 165.7K | $3.64M |
| 9 | Mount Lucas Management LP | 137.9K | $3.03M |
| 10 | Cullen/Frost Bankers, Inc. | 119.5K | $2.63M |