IDHQ institutional holders

INVESCO EXCH TRADED FD TR II · 13F, 2026Q2

Managers holding124
Shares held13,908,817
Reported value$611.1m
Quarter flows21 new, 45 added, 38 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,929,261$84.3m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,341,835$58.7m0.0%
Cedar Wealth Management, LLC830,442$36.3m9.3%
WCG Wealth Advisors LLC827,604$36.2m0.9%
MORGAN STANLEY682,386$29.8m0.0%
Berkeley, Inc664,929$29.1m9.1%
KWB Wealth542,925$23.7m2.0%
Cetera Investment Advisers519,665$22.7m0.0%
OSAIC HOLDINGS, INC.515,296$22.5m0.0%
Chaney Capital Management, Inc.411,887$18.0m5.7%
Integrated Capital Management, LLC377,231$16.5m5.9%
Marks Group Wealth Management, Inc322,617$14.1m1.2%
Heck Capital Advisors, LLC298,391$13.0m0.8%
Elevated Financial Group LLC261,428$11.4m3.1%
Cambridge Investment Research Advisors, Inc.255,924$11.2m0.0%
PRINCIPAL SECURITIES, INC.244,324$10.7m0.1%
BOS Asset Management, LLC239,408$10.5m2.4%
BANK OF AMERICA CORP /DE/233,756$10.2m0.0%
Concurrent Investment Advisors, LLC230,779$10.1m0.1%
RAYMOND JAMES FINANCIAL INC230,478$10.1m0.0%
Destiny Wealth Partners, LLC217,494$9.5m1.3%
Well Done, LLC205,312$9.0m1.2%
Thrivent Financial for Lutherans160,463$7.0m0.0%
Cornerstone Wealth Management, LLC154,725$6.8m0.3%
STIFEL FINANCIAL CORP146,855$6.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IDHQ"). IDHQ price history · All 13F data

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