Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E156S&P SMLCP FINLPSCFQ1 2026
Institutional Holders
22
13F filers
Shares Held
152.9K
Aggregate institutional
Institutional Value
$7.86M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased6
Decreased5
Sold out4
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Parr Mcknight Wealth Management Group, LLC | 40.3K | $2.29M | +40.3K | New |
| 2 | Raymond James Financial Inc | 23.1K | $1.31M | +18.0K | Added |
| 3 | Susquehanna International Group, LLP | 13.7K | $778.6K | +13.7K | New |
| 4 | Morgan Stanley | 11.6K | $657.3K | +373 | Added |
| 5 | Tower Research Capital LLC (Trc) | 11.3K | $640.0K | +6.3K | Added |
| 6 | Citadel Advisors LLC | 10.6K | $602.9K | +2.4K | Added |
| 7 | Gladstone Institutional Advisory LLC | 9.1K | $517.3K | +9.1K | New |
| 8 | Atlas Wealth LLC | 9.1K | $514.9K | 0 | Held |
| 9 | Lpl Financial LLC | 4.7K | $266.4K | −787 | Reduced |
| 10 | Jones Financial Companies Lllp | 2.5K | $138.4K | +443 | Added |
12 more institutional holders on Premium
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