Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G300S&P SMLCAP QTYXSHQQ1 2026
Institutional Holders
74
13F filers
Shares Held
3.95M
Aggregate institutional
Institutional Value
$165.86M
Q1 2026
Net New Holders
-1
14 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased27
Decreased24
Sold out15
Institutional Holders
74 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 742.9K | $31.32M | −72.6K | Reduced |
| 2 | Larson Financial Group LLC | 588.6K | $24.82M | +24.7K | Added |
| 3 | Northwestern Mutual Wealth Management Co | 424.9K | $17.91M | −59.0K | Reduced |
| 4 | Independent Advisor Alliance | 233.7K | $9.85M | +233.7K | New |
| 5 | Breakwater Capital Group | 177.1K | $7.47M | −27.3K | Reduced |
| 6 | Highpoint Advisor Group LLC | 170.2K | $7.18M | −114.7K | Reduced |
| 7 | Beacon Financial Planning, Inc | 132.0K | $5.57M | +36.1K | Added |
| 8 | Private Advisory Group LLC | 131.4K | $5.54M | +3.7K | Added |
| 9 | Goldman Sachs Group Inc | 100.5K | $4.24M | +22.3K | Added |
| 10 | Mariner, LLC | 96.2K | $4.06M | +96.2K | New |
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