Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E180S&P SMLCP DISCPSCDQ1 2026
Institutional Holders
22
13F filers
Shares Held
78.8K
Aggregate institutional
Institutional Value
$6.46M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased4
Decreased5
Sold out2
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ep Wealth Advisors, LLC | 11.8K | $1.22M | +94 | Added |
| 2 | Parr Mcknight Wealth Management Group, LLC | 11.8K | $1.22M | +11.8K | New |
| 3 | Susquehanna International Group, LLP | 8.9K | $912.8K | +8.9K | New |
| 4 | Raymond James Financial Inc | 4.9K | $505.6K | −149 | Reduced |
| 5 | Morgan Stanley | 4.7K | $480.6K | −627 | Reduced |
| 6 | Goldman Sachs Group Inc | 4.5K | $463.9K | 0 | Held |
| 7 | Bank Of America Corp /De/ | 3.7K | $377.1K | −264 | Reduced |
| 8 | Lpl Financial LLC | 3.1K | $315.5K | −600 | Reduced |
| 9 | Gladstone Institutional Advisory LLC | 2.8K | $287.6K | +2.8K | New |
| 10 | Osaic Holdings, Inc. | 2.3K | $234.2K | −601 | Reduced |
12 more institutional holders on Premium
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