Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G300S&P SMLCAP QTYXSHQQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
12.0%
Max % of class reported
Institutional Holders
74
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Sep 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Sep 3, 2025 | New York Life Investment Management LLC | 13G/A | — | — | SEC |
| 2 | Apr 3, 2025 | New York Life Investment Management LLC | 13G | 5.1% | 568.3K | SEC |
| 3 | Feb 4, 2025 | New York Life Investment Management LLC | 13G/A | 4.9% | 526.9K | SEC |
| 4 | Sep 4, 2024 | New York Life Investment Management LLC | 13G/A | 6.7% | 502.9K | SEC |
| 5 | Dec 7, 2023 | New York Life Investment Management LLC | 13G | 12.0% | 271.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 742.9K | $31.32M |
| 2 | Larson Financial Group LLC | 588.6K | $24.82M |
| 3 | Northwestern Mutual Wealth Management Co | 424.9K | $17.91M |
| 4 | Independent Advisor Alliance | 233.7K | $9.85M |
| 5 | Breakwater Capital Group | 177.1K | $7.47M |
| 6 | Highpoint Advisor Group LLC | 170.2K | $7.18M |
| 7 | Beacon Financial Planning, Inc | 132.0K | $5.57M |
| 8 | Private Advisory Group LLC | 131.4K | $5.54M |
| 9 | Goldman Sachs Group Inc | 100.5K | $4.24M |
| 10 | Mariner, LLC | 96.2K | $4.06M |