Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J395BULETSHS 2029 HGBSJTQ1 2026
Institutional Holders
110
13F filers
Shares Held
14.29M
Aggregate institutional
Institutional Value
$300.13M
Q1 2026
Net New Holders
+10
16 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased63
Decreased22
Sold out6
Institutional Holders
110 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 2.88M | $60.54M | +433.9K | Added |
| 2 | Legacy Financial Group LLC | 840.8K | $17.69M | +20.4K | Added |
| 3 | Wells Fargo & Company/Mn | 799.6K | $16.82M | +204.8K | Added |
| 4 | Equitable Holdings, Inc. | 602.3K | $12.96M | −9.5K | Reduced |
| 5 | Cetera Investment Advisers | 580.7K | $12.21M | +182.1K | Added |
| 6 | Ubs Group AG | 483.7K | $10.17M | +193.7K | Added |
| 7 | Leo Wealth, LLC | 418.7K | $8.81M | −2.8K | Reduced |
| 8 | Morgan Stanley | 415.1K | $8.73M | +27.5K | Added |
| 9 | Modern Wealth Management, LLC | 408.9K | $8.62M | +2.6K | Added |
| 10 | Mercer Global Advisors Inc /Adv | 403.6K | $8.49M | −65.9K | Reduced |
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