Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E131S&P SMLCAP HIGXSHDQ1 2026
Institutional Holders
33
13F filers
Shares Held
1.48M
Aggregate institutional
Institutional Value
$19.16M
Q1 2026
Net New Holders
-3
5 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased11
Decreased4
Sold out8
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 445.7K | $5.85M | +140.3K | Added |
| 2 | Concord Wealth Partners | 178.7K | $2.34M | +31.5K | Added |
| 3 | Concord Asset Management, LLC/Va | 177.6K | $2.33M | +30.7K | Added |
| 4 | Heartwood Wealth Advisors LLC | 176.3K | $2.31M | +32.3K | Added |
| 5 | Iht Wealth Management, LLC | 151.1K | $1.98M | +125.2K | Added |
| 6 | Cowa, LLC | 73.6K | $966.4K | +20.3K | Added |
| 7 | Sigma Planning Corp | 55.5K | $728.7K | +55.5K | New |
| 8 | Two Sigma Investments, LP | 48.7K | $639.2K | +1.0K | Added |
| 9 | Cetera Investment Advisers | 42.4K | $555.7K | −18.9K | Reduced |
| 10 | Capital Investment Advisory Services, LLC | 31.6K | $415.0K | 0 | Held |
23 more institutional holders on Premium
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