Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46138J783BULSHS 2027 CBBSCRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
397
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 | Lido Advisors, LLC | 70.69M | $1.40B |
| 2 | Morgan Stanley | 10.31M | $202.35M |
| 3 | Ubs Group AG | 8.23M | $161.53M |
| 4 | Wells Fargo & Company/Mn | 7.28M | $142.95M |
| 5 | Lpl Financial LLC | 7.17M | $140.73M |
| 6 | Raymond James Financial Inc | 6.04M | $118.46M |
| 7 | Bank Of America Corp /De/ | 5.59M | $109.67M |
| 8 | Invesco Ltd. | 3.69M | $72.49M |
| 9 | Mai Capital Management | 3.06M | $59.97M |
| 10 | Hills Bank & Trust Co | 2.65M | $51.99M |