Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E172S&P SMLCP STAPPSCCQ1 2026
Institutional Holders
34
13F filers
Shares Held
361.4K
Aggregate institutional
Institutional Value
$10.59M
Q1 2026
Net New Holders
-3
4 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased6
Decreased13
Sold out7
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 48.9K | $1.54M | −3.7K | Reduced |
| 2 | Iht Wealth Management, LLC | 48.5K | $1.53M | +4.8K | Added |
| 3 | Pacific Sun Financial Corp | 44.9K | $1.41M | −4.7K | Reduced |
| 4 | Raymond James Financial Inc | 31.3K | $985.8K | −1.0K | Reduced |
| 5 | Cassaday & Co Wealth Management LLC | 20.0K | $630.2K | 0 | Held |
| 6 | Winter & Associates, Inc. | 19.2K | $608.2K | +1.6K | Added |
| 7 | Focus Partners Advisor Solutions, LLC | 19.2K | $605.7K | +1.6K | Added |
| 8 | Citadel Advisors LLC | 14.4K | $453.4K | +14.4K | New |
| 9 | Morgan Stanley | 11.2K | $353.7K | −1.4K | Reduced |
| 10 | Cornerstone Wealth Management, LLC | 10.6K | $333.9K | −92 | Reduced |
24 more institutional holders on Premium
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