Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J775BLOOMBERG PRICINPOWAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
77
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 268.3K | $23.11M |
| 2 | Mercer Global Advisors Inc /Adv | 142.4K | $12.27M |
| 3 | 1900 Wealth Management LLC | 75.4K | $6.49M |
| 4 | Creative Planning | 52.8K | $4.55M |
| 5 | Elevation Capital Advisory, LLC | 48.6K | $4.18M |
| 6 | Delos Wealth Advisors, LLC | 42.6K | $3.67M |
| 7 | Commonwealth Equity Services, LLC | 41.8K | $3.60M |
| 8 | Morgan Stanley | 29.6K | $2.55M |
| 9 | Goldman Sachs Group Inc | 28.9K | $2.49M |
| 10 | Jaffetilchin Investment Partners, LLC | 26.7K | $2.30M |