Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J775BLOOMBERG PRICINPOWAQ1 2026
Institutional Holders
77
13F filers
Shares Held
1.06M
Aggregate institutional
Institutional Value
$90.48M
Q1 2026
Net New Holders
+4
13 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased9
Decreased26
Sold out9
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 268.3K | $23.11M | −447 | Reduced |
| 2 | Mercer Global Advisors Inc /Adv | 142.4K | $12.27M | −1.8K | Reduced |
| 3 | 1900 Wealth Management LLC | 75.4K | $6.49M | −90 | Reduced |
| 4 | Creative Planning | 52.8K | $4.55M | −4.2K | Reduced |
| 5 | Elevation Capital Advisory, LLC | 48.6K | $4.18M | +48.6K | New |
| 6 | Delos Wealth Advisors, LLC | 42.6K | $3.67M | +4.5K | Added |
| 7 | Commonwealth Equity Services, LLC | 41.8K | $3.60M | −1.5K | Reduced |
| 8 | Morgan Stanley | 29.6K | $2.55M | −1.6K | Reduced |
| 9 | Goldman Sachs Group Inc | 28.9K | $2.49M | +108 | Added |
| 10 | Jaffetilchin Investment Partners, LLC | 26.7K | $2.30M | 0 | Held |
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