CUSIP 46138G664
INVESCO EXCH TRADED FD TR II
205 institutions · $803.8M total · 16,757,428 shares · IVZ
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,840,650 | $138.4M | 16.95% | 2025-12-31 |
| 2 | MORGAN STANLEY | 2,213,588 | $107.8M | 13.20% | 2025-12-31 |
| 3 | Fusion Family Wealth LLC | 1,478,001 | $72.0M | 8.81% | 2025-12-31 |
| 4 | AMERIPRISE FINANCIAL INC | 784,994 | $38.2M | 4.68% | 2025-12-31 |
| 5 | UBS Group AG | 773,991 | $37.7M | 4.61% | 2025-12-31 |
| 6 | BANK OF AMERICA CORP /DE/ | 660,540 | $32.2M | 3.94% | 2025-12-31 |
| 7 | RAYMOND JAMES FINANCIAL INC | 532,378 | $25.9M | 3.17% | 2025-12-31 |
| 8 | Focus Partners Wealth | 525,416 | $25.6M | 3.13% | 2025-12-31 |
| 9 | OSAIC HOLDINGS, INC. | 523,803 | $25.5M | 3.12% | 2025-12-31 |
| 10 | MAI Capital Management | 420,428 | $20.5M | 2.50% | 2025-12-31 |
| 11 | Consolidated Planning Corp | 365,973 | $17.8M | 2.18% | 2025-12-31 |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 327,612 | $16.0M | 1.95% | 2025-12-31 |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 272,289 | $13.3M | 1.62% | 2025-12-31 |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 206,625 | $10.5M | 1.23% | 2025-12-31 |
| 15 | WELLS FARGO & COMPANY/MN | 214,189 | $10.4M | 1.27% | 2025-12-31 |
| 16 | WFA Asset Management Corp | 226,568 | $10.4M | 1.35% | 2025-09-30 |
| 17 | Private Advisor Group, LLC | 196,918 | $9.6M | 1.17% | 2025-12-31 |
| 18 | Foundations Investment Advisors, LLC | 167,882 | $7.3M | 1.00% | 2025-06-30 |
| 19 | Cetera Investment Advisers | 134,032 | $6.5M | 0.79% | 2025-12-31 |
| 20 | Royal Bank of Canada | 133,080 | $6.5M | 0.79% | 2025-12-31 |
| 21 | Sunrise Financial Services, LLC | 132,397 | $6.5M | 0.79% | 2025-12-31 |
| 22 | &PARTNERS | 125,635 | $6.1M | 0.74% | 2025-12-31 |
| 23 | Cyr Financial Inc. | 125,131 | $6.1M | 0.74% | 2025-12-31 |
| 24 | HARBOUR INVESTMENTS, INC. | 123,305 | $6.0M | 0.73% | 2025-12-31 |
| 25 | JONES FINANCIAL COMPANIES LLLP | 122,047 | $5.9M | 0.72% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 120,694 | $5.9M | 0.72% | 2025-12-31 |
| 27 | Sanctuary Advisors, LLC | 141,934 | $5.8M | 0.84% | 2025-12-31 |
| 28 | IFP Advisors, Inc | 102,804 | $5.0M | 0.61% | 2025-12-31 |
| 29 | Mariner, LLC | 75,302 | $3.7M | 0.44% | 2025-12-31 |
| 30 | Oxford Wealth Group, LLC | 70,577 | $3.4M | 0.42% | 2025-12-31 |
| 31 | AVANTAX ADVISORY SERVICES, INC. | 75,213 | $3.3M | 0.44% | 2025-06-30 |
| 32 | MML INVESTORS SERVICES, LLC | 62,527 | $3.0M | 0.37% | 2025-12-31 |
| 33 | GOLDMAN SACHS GROUP INC | 60,000 | $2.9M | 0.35% | 2025-12-31 |
| 34 | Valued Retirements, Inc. | 58,859 | $2.9M | 0.35% | 2025-12-31 |
| 35 | CoreCap Advisors, LLC | 58,699 | $2.9M | 0.35% | 2025-12-31 |
| 36 | POTENTIA WEALTH | 56,500 | $2.8M | 0.33% | 2025-12-31 |
| 37 | MONECO Advisors, LLC | 56,207 | $2.7M | 0.33% | 2025-12-31 |
| 38 | GUIDANCE CAPITAL, INC | 46,324 | $2.5M | 0.27% | 2025-12-31 |
| 39 | Sonoma Allocations LLC | 45,334 | $2.4M | 0.27% | 2025-12-31 |
| 40 | Belpointe Asset Management LLC | 48,880 | $2.4M | 0.29% | 2025-12-31 |
| 41 | Steward Partners Investment Advisory, LLC | 47,342 | $2.3M | 0.28% | 2025-12-31 |
| 42 | Fortis Capital Management LLC | 46,247 | $2.3M | 0.27% | 2025-12-31 |
| 43 | Rockefeller Capital Management L.P. | 43,524 | $2.1M | 0.25% | 2025-12-31 |
| 44 | NewEdge Advisors, LLC | 42,090 | $2.1M | 0.25% | 2025-12-31 |
| 45 | JAMES INVESTMENT RESEARCH, INC. | 41,410 | $2.0M | 0.24% | 2025-12-31 |
| 46 | PACIFIC SUN FINANCIAL CORP | 40,524 | $2.0M | 0.24% | 2025-12-31 |
| 47 | Main Street Group, LTD | 39,533 | $1.9M | 0.23% | 2025-12-31 |
| 48 | PLANWISER FINANCIAL, LLC | 38,011 | $1.9M | 0.22% | 2025-12-31 |
| 49 | PERSPECTIVE WEALTH ADVISORS LLC | 38,011 | $1.9M | 0.22% | 2025-12-31 |
| 50 | Strive Financial Group ,LLC | 37,319 | $1.8M | 0.22% | 2025-12-31 |
| 51 | OPINICUS CAPITAL, INC. | 37,028 | $1.8M | 0.22% | 2025-12-31 |
| 52 | STIFEL FINANCIAL CORP | 36,811 | $1.8M | 0.21% | 2025-12-31 |
| 53 | Patriot Financial Group Insurance Agency, LLC | 36,474 | $1.8M | 0.21% | 2025-12-31 |
| 54 | Prime Capital Investment Advisors, LLC | 34,478 | $1.7M | 0.20% | 2025-12-31 |
| 55 | Ausdal Financial Partners, Inc. | 34,473 | $1.7M | 0.20% | 2025-12-31 |
| 56 | Legacy Financial Advisors, Inc. | 32,637 | $1.6M | 0.19% | 2025-12-31 |
| 57 | Western Wealth Management, LLC | 31,927 | $1.6M | 0.19% | 2025-12-31 |
| 58 | Gladstone Institutional Advisory LLC | 31,423 | $1.5M | 0.18% | 2025-12-31 |
| 59 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 30,969 | $1.5M | 0.18% | 2025-12-31 |
| 60 | Vantage Financial Partners, LLC | 30,532 | $1.5M | 0.18% | 2025-12-31 |
| 61 | Creative Planning | 29,803 | $1.5M | 0.17% | 2025-12-31 |
| 62 | Edge Financial Advisors LLC | 28,770 | $1.4M | 0.17% | 2025-12-31 |
| 63 | Sigma Planning Corp | 28,344 | $1.4M | 0.16% | 2025-12-31 |
| 64 | Klingman & Associates, LLC | 28,269 | $1.4M | 0.16% | 2025-12-31 |
| 65 | NOTTINGHAM ADVISORS, INC. | 26,680 | $1.3M | 0.15% | 2025-12-31 |
| 66 | Kestra Advisory Services, LLC | 25,726 | $1.3M | 0.15% | 2025-12-31 |
| 67 | GREAT VALLEY ADVISOR GROUP, INC. | 24,932 | $1.2M | 0.14% | 2025-12-31 |
| 68 | Bowman & Co S.C. | 23,197 | $1.1M | 0.13% | 2025-12-31 |
| 69 | First Bank & Trust | 22,506 | $1.1M | 0.13% | 2025-12-31 |
| 70 | JPMORGAN CHASE & CO | 21,600 | $1.1M | 0.12% | 2025-12-31 |
| 71 | Global Retirement Partners, LLC | 21,500 | $1.0M | 0.12% | 2025-12-31 |
| 72 | ADAPT WEALTH ADVISORS, LLC | 21,457 | $1.0M | 0.12% | 2025-12-31 |
| 73 | CITIZENS FINANCIAL GROUP INC/RI | 21,063 | $1.0M | 0.12% | 2025-12-31 |
| 74 | CATHY PARETO & ASSOCIATES, INC | 20,750 | $1.0M | 0.12% | 2025-12-31 |
| 75 | GTS SECURITIES LLC | 20,431 | $995.4K | 0.12% | 2025-12-31 |
| 76 | Cerity Partners LLC | 20,231 | $985.7K | 0.12% | 2025-12-31 |
| 77 | Ameritas Investment Partners, Inc. | 20,009 | $974.8K | 0.11% | 2025-12-31 |
| 78 | Atria Investments, Inc | 19,953 | $972.1K | 0.11% | 2025-12-31 |
| 79 | SK Wealth Management, LLC | 17,617 | $918.0K | 0.10% | 2025-12-31 |
| 80 | Hilltop Holdings Inc. | 18,837 | $917.7K | 0.11% | 2025-12-31 |
| 81 | Wealthspire Advisors, LLC | 17,550 | $855.0K | 0.10% | 2025-12-31 |
| 82 | Obermeyer Wealth Partners | 17,275 | $841.6K | 0.10% | 2025-12-31 |
| 83 | Orion Porfolio Solutions, LLC | 16,377 | $797.9K | 0.09% | 2025-12-31 |
| 84 | Claro Advisors LLC | 15,656 | $762.7K | 0.09% | 2025-12-31 |
| 85 | Geneos Wealth Management Inc. | 14,758 | $719.0K | 0.08% | 2025-12-31 |
| 86 | IFG Advisory, LLC | 14,748 | $718.5K | 0.08% | 2025-12-31 |
| 87 | AQR CAPITAL MANAGEMENT LLC | 14,681 | $715.3K | 0.08% | 2025-12-31 |
| 88 | BROWN ADVISORY INC | 14,541 | $708.4K | 0.08% | 2025-12-31 |
| 89 | TRUIST FINANCIAL CORP | 14,250 | $694.3K | 0.08% | 2025-12-31 |
| 90 | Sowell Financial Services LLC | 14,048 | $684.4K | 0.08% | 2025-12-31 |
| 91 | JANE STREET GROUP, LLC | 13,242 | $639.6K | 0.07% | 2025-09-30 |
| 92 | Copia Wealth Management | 12,966 | $631.7K | 0.07% | 2025-12-31 |
| 93 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,674 | $612.2K | 0.07% | 2025-09-30 |
| 94 | Marshall Financial Group, LLC | 12,060 | $587.6K | 0.07% | 2025-12-31 |
| 95 | RETIREMENT PLANNING GROUP, LLC / NY | 11,942 | $581.8K | 0.07% | 2025-12-31 |
| 96 | Stratos Wealth Partners, LTD. | 11,889 | $579.2K | 0.07% | 2025-12-31 |
| 97 | Key Financial Inc | 10,934 | $532.7K | 0.06% | 2025-12-31 |
| 98 | Swisher Financial Concepts, Inc. | 10,765 | $524.5K | 0.06% | 2025-12-31 |
| 99 | Moors & Cabot, Inc. | 10,742 | $523.4K | 0.06% | 2025-12-31 |
| 100 | CITADEL ADVISORS LLC | 10,762 | $519.8K | 0.06% | 2025-09-30 |
| 101 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,615 | $517.2K | 0.06% | 2025-12-31 |
| 102 | Avior Wealth Management, LLC | 10,125 | $493.3K | 0.06% | 2025-12-31 |
| 103 | Equitable Holdings, Inc. | 9,746 | $474.8K | 0.05% | 2025-12-31 |
| 104 | SILVER OAK SECURITIES, INCORPORATED | 9,544 | $469.5K | 0.05% | 2025-12-31 |
| 105 | New Insight Wealth Advisors | 9,615 | $468.4K | 0.05% | 2025-12-31 |
| 106 | FMR LLC | 9,501 | $462.9K | 0.05% | 2025-12-31 |
| 107 | HighTower Advisors, LLC | 9,198 | $448.1K | 0.05% | 2025-12-31 |
| 108 | EP Wealth Advisors, LLC | 8,649 | $421.4K | 0.05% | 2025-12-31 |
| 109 | KMG FIDUCIARY PARTNERS, LLC | 8,605 | $419.2K | 0.05% | 2025-12-31 |
| 110 | S.A. Mason LLC | 8,425 | $410.5K | 0.05% | 2025-12-31 |
| 111 | CAPTRUST FINANCIAL ADVISORS | 8,222 | $400.6K | 0.04% | 2025-12-31 |
| 112 | Fiera Capital Corp | 7,851 | $382.5K | 0.04% | 2025-12-31 |
| 113 | Beacon Pointe Advisors, LLC | 7,850 | $382.5K | 0.04% | 2025-12-31 |
| 114 | Advisor OS, LLC | 7,500 | $365.4K | 0.04% | 2025-12-31 |
| 115 | Cornerstone Financial Group, LLC /NE/ | 7,355 | $358.4K | 0.04% | 2025-12-31 |
| 116 | Whitaker-Myers Wealth Managers, LTD. | 7,284 | $354.9K | 0.04% | 2025-12-31 |
| 117 | World Investment Advisors | 7,022 | $339.2K | 0.04% | 2025-09-30 |
| 118 | INSIGNEO ADVISORY SERVICES, LLC | 6,952 | $338.7K | 0.04% | 2025-12-31 |
| 119 | Pine Harbor Wealth Management, LLC | 6,909 | $336.6K | 0.04% | 2025-12-31 |
| 120 | BANK OF MONTREAL /CAN/ | 6,828 | $332.7K | 0.04% | 2025-12-31 |
| 121 | HALL CAPITAL MANAGEMENT CO INC | 6,700 | $326.4K | 0.03% | 2025-12-31 |
| 122 | WORLD EQUITY GROUP, INC. | 6,429 | $313.2K | 0.03% | 2025-12-31 |
| 123 | TRUST CO OF TOLEDO NA /OH/ | 6,365 | $310.1K | 0.03% | 2025-12-31 |
| 124 | OneAscent Financial Services LLC | 6,286 | $306.3K | 0.03% | 2025-12-31 |
| 125 | Proactive Wealth Strategies LLC | 6,150 | $299.6K | 0.03% | 2025-12-31 |
| 126 | Integrated Wealth Concepts LLC | 5,981 | $291.4K | 0.03% | 2025-12-31 |
| 127 | INTEGRITY WEALTH ADVISORS, INC. | 5,972 | $291.0K | 0.03% | 2025-12-31 |
| 128 | PARSONS CAPITAL MANAGEMENT INC/RI | 5,850 | $285.0K | 0.03% | 2025-12-31 |
| 129 | Lion Street Advisors, LLC | 2,279 | $274.0K | 0.01% | 2025-09-30 |
| 130 | MERCER GLOBAL ADVISORS INC /ADV | 5,543 | $270.1K | 0.03% | 2025-12-31 |
| 131 | Meridian Financial, LLC | 5,505 | $268.2K | 0.03% | 2025-12-31 |
| 132 | MWA Asset Management | 5,436 | $264.9K | 0.03% | 2025-12-31 |
| 133 | KESTRA PRIVATE WEALTH SERVICES, LLC | 5,367 | $261.5K | 0.03% | 2025-12-31 |
| 134 | FLAGSHIP HARBOR ADVISORS, LLC | 6,428 | $257.6K | 0.03% | 2025-12-31 |
| 135 | Miracle Mile Advisors, LLC | 5,284 | $257.4K | 0.03% | 2025-12-31 |
| 136 | MARSHALL WACE, LLP | 5,271 | $256.8K | 0.03% | 2025-12-31 |
| 137 | PRINCIPAL SECURITIES, INC. | 5,177 | $252.2K | 0.03% | 2025-12-31 |
| 138 | Montis Financial, LLC | 5,030 | $245.1K | 0.03% | 2025-12-31 |
| 139 | TITLEIST ASSET MANAGEMENT, LLC | 4,786 | $233.2K | 0.02% | 2025-12-31 |
| 140 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4,732 | $230.6K | 0.02% | 2025-12-31 |
| 141 | BURKE & HERBERT BANK & TRUST CO | 4,726 | $230.3K | 0.02% | 2025-12-31 |
| 142 | BYRNE FINANCIAL FREEDOM, LLC | 4,561 | $222.2K | 0.02% | 2025-12-31 |
| 143 | Waverly Advisors, LLC | 4,469 | $217.7K | 0.02% | 2025-12-31 |
| 144 | Nova Wealth Management, Inc. | 4,468 | $217.7K | 0.02% | 2025-12-31 |
| 145 | J.W. COLE ADVISORS, INC. | 4,451 | $216.9K | 0.02% | 2025-12-31 |
| 146 | Farther Finance Advisors, LLC | 4,435 | $216.1K | 0.02% | 2025-12-31 |
| 147 | Wealthcare Advisory Partners LLC | 4,248 | $207.0K | 0.02% | 2025-12-31 |
| 148 | Balboa Wealth Partners | 4,172 | $203.3K | 0.02% | 2025-12-31 |
| 149 | Lodestone Wealth Management LLC | 3,925 | $191.2K | 0.02% | 2025-12-31 |
| 150 | First Command Advisory Services, Inc. | 3,567 | $173.8K | 0.02% | 2025-12-31 |
| 151 | Whipplewood Advisors, LLC | 3,270 | $159.3K | 0.01% | 2025-12-31 |
| 152 | Allworth Financial LP | 2,397 | $116.8K | 0.01% | 2025-12-31 |
| 153 | Ameritas Advisory Services, LLC | 2,217 | $107.1K | 0.01% | 2025-09-30 |
| 154 | COMERICA BANK | 2,143 | $104.4K | 0.01% | 2025-12-31 |
| 155 | US BANCORP \DE\ | 2,042 | $99.5K | 0.01% | 2025-12-31 |
| 156 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,948 | $94.9K | 0.01% | 2025-12-31 |
| 157 | Aptus Capital Advisors, LLC | 1,755 | $85.5K | 0.01% | 2025-12-31 |
| 158 | ELEVATION WEALTH PARTNERS, LLC | 1,429 | $69.6K | 0.00% | 2025-12-31 |
| 159 | HM PAYSON & CO | 1,254 | $61.1K | 0.00% | 2025-12-31 |
| 160 | ORG Partners LLC | 1,220 | $59.4K | 0.00% | 2025-12-31 |
| 161 | PNC Financial Services Group, Inc. | 1,125 | $54.8K | 0.00% | 2025-12-31 |
| 162 | AlphaCore Capital LLC | 927 | $45.2K | 0.00% | 2025-12-31 |
| 163 | AMERIFLEX GROUP, INC. | 863 | $42.0K | 0.00% | 2025-12-31 |
| 164 | Anchor Investment Management, LLC | 777 | $37.9K | 0.00% | 2025-12-31 |
| 165 | Greenline Wealth Management LLC | 637 | $31.0K | 0.00% | 2025-12-31 |
| 166 | PRIVATE TRUST CO NA | 622 | $30.3K | 0.00% | 2025-12-31 |
| 167 | TOMPKINS FINANCIAL CORP | 456 | $22.2K | 0.00% | 2025-12-31 |
| 168 | CIBC Private Wealth Group LLC | 403 | $19.6K | 0.00% | 2025-12-31 |
| 169 | GPS Wealth Strategies Group, LLC | 375 | $18.1K | 0.00% | 2025-09-30 |
| 170 | Signature Equity Partners, LLC | 360 | $17.5K | 0.00% | 2025-12-31 |
| 171 | Tidemark, LLC | 350 | $17.1K | 0.00% | 2025-12-31 |
| 172 | IAG Wealth Partners, LLC | 345 | $16.7K | 0.00% | 2025-09-30 |
| 173 | Root Financial Partners, LLC | 331 | $16.0K | 0.00% | 2025-09-30 |
| 174 | NBC SECURITIES, INC. | 268 | $13.1K | 0.00% | 2025-12-31 |
| 175 | Founders Financial Alliance, LLC | 240 | $11.7K | 0.00% | 2025-12-31 |
| 176 | AE Wealth Management LLC | 239 | $11.7K | 0.00% | 2025-12-31 |
| 177 | BNP PARIBAS FINANCIAL MARKETS | 204 | $9.9K | 0.00% | 2025-12-31 |
| 178 | CITIGROUP INC | 201 | $9.8K | 0.00% | 2025-12-31 |
| 179 | Russell Investments Group, Ltd. | 196 | $9.5K | 0.00% | 2025-12-31 |
| 180 | ASSETMARK, INC | 176 | $8.6K | 0.00% | 2025-12-31 |
| 181 | CHESAPEAKE ASSET MANAGEMENT LLC | 61 | $6.9K | 0.00% | 2025-12-31 |
| 182 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 138 | $6.7K | 0.00% | 2025-12-31 |
| 183 | CVA Family Office, LLC | 124 | $6.0K | 0.00% | 2025-12-31 |
| 184 | Cambridge Investment Research Advisors, Inc. | 119,530 | $5.8K | 0.71% | 2025-12-31 |
| 185 | DHJJ Financial Advisors, Ltd. | 108 | $5.3K | 0.00% | 2025-12-31 |
| 186 | ALERUS FINANCIAL NA | 73 | $3.6K | 0.00% | 2025-12-31 |
| 187 | Glass Jacobson Investment Advisors llc | 48 | $2.4K | 0.00% | 2025-12-31 |
| 188 | Fairscale Capital, LLC | 36 | $1.8K | 0.00% | 2025-12-31 |
| 189 | THOROUGHBRED FINANCIAL SERVICES, LLC | 27,980 | $1.4K | 0.16% | 2025-12-31 |
| 190 | Sunbelt Securities, Inc. | 24 | $1.2K | 0.00% | 2025-12-31 |
| 191 | Janney Montgomery Scott LLC | 22,081 | $1.1K | 0.13% | 2025-12-31 |
| 192 | Advisory Services Network, LLC | 21 | $1.0K | 0.00% | 2025-09-30 |
| 193 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 15 | $731 | 0.00% | 2025-12-31 |
| 194 | ROVIN CAPITAL /UT/ /ADV | 13,304 | $648 | 0.07% | 2025-12-31 |
| 195 | TSFG, LLC | 11,613 | $566 | 0.06% | 2025-12-31 |
| 196 | Larson Financial Group LLC | 11 | $536 | 0.00% | 2025-12-31 |
| 197 | NATIXIS ADVISORS, LLC | 10,395 | $506 | 0.06% | 2025-12-31 |
| 198 | BESSEMER GROUP INC | 7,065 | $341 | 0.04% | 2025-09-30 |
| 199 | Physician Wealth Advisors, Inc. | 6 | $300 | 0.00% | 2025-12-31 |
| 200 | Garton & Associates Financial Advisors LLC | 6 | $292 | 0.00% | 2025-12-31 |
| 201 | CURIO WEALTH, LLC | 5 | $249 | 0.00% | 2025-12-31 |
| 202 | CWM, LLC | 1,657 | $81 | 0.00% | 2025-12-31 |
| 203 | Capital Analysts, LLC | 922 | $45 | 0.00% | 2025-12-31 |
| 204 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 422 | $20 | 0.00% | 2025-12-31 |
| 205 | Covestor Ltd | 0 | $0 | 0.00% | 2025-12-31 |