Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138G672S&P MDCP 400 REVRWKQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
10.7%
Max % of class reported
Institutional Holders
138
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Oct 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 7, 2025 | International City Management Association Retirement Corp | 13G | 6.5% | 517.3K | SEC |
| 2 | Jul 30, 2025 | Fusion Family Wealth LLC | 13G | 7.6% | 527.4K | SEC |
| 3 | Jan 30, 2024 | Fusion Family Wealth LLC | 13G | 10.7% | 440.1K | SEC |
| 4 | Feb 13, 2023 | Fusion Family Wealth LLC | 13G | 10.2% | 451.3K | SEC |
| 5 | Jul 8, 2022 | Fusion Family Wealth LLC | 13G/A | 10.7% | 440.1K | SEC |
| 6 | Feb 8, 2022 | Fusion Family Wealth LLC | 13G | 8.8% | 370.1K | SEC |
| 7 | Feb 8, 2021 | Fusion Family Wealth LLC | 13G | 9.8% | 363.2K | SEC |
| 8 | Jan 27, 2020 | Fusion Family Wealth LLC | 13G | 5.5% | 303.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 961.4K | $123.31M |
| 2 | Lpl Financial LLC | 625.5K | $80.23M |
| 3 | Ameriprise Financial Inc | 589.8K | $75.62M |
| 4 | Fusion Family Wealth, LLC | 551.5K | $70.73M |
| 5 | Vantagepoint Investment Advisers LLC | 535.4K | $68.68M |
| 6 | Bank Of America Corp /De/ | 326.1K | $41.83M |
| 7 | Wells Fargo & Company/Mn | 264.5K | $33.93M |
| 8 | Bleakley Financial Group, LLC | 205.4K | $26.35M |
| 9 | Resonant Capital Advisors, LLC | 170.9K | $21.92M |
| 10 | Raymond James Financial Inc | 141.4K | $18.14M |