INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 0.04% | 0.03% | #27 | $10.3M | 343,084 | $7.8M | 263,040 | +80,044+30.43% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #72 | $9.6M | 320,537 | $616,491 | 20,898 | +299,639+1,433.82% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #78 | $8.9M | 295,487 | $8.8M | 298,298 | -2,811-0.94% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.01% | #44 | $5.8M | 194,133 | $5.9M | 200,974 | -6,841-3.40% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #85 | $5.5M | 183,405 | $5.3M | 181,443 | +1,962+1.08% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #63 | $4.8M | 159,074 | $4.8M | 163,470 | -4,396-2.69% | Reduce | |
| First International Bank of Israel Ltd. | 1.03% | 1.1% | #1 | $3.8M | 126,500 | $3.7M | 126,500 | 00.00% | Unchanged | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #49 | $3.0M | 99,024 | $3.3M | 110,504 | -11,480-10.39% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #76 | $2.8M | 93,139 | $2.6M | 88,647 | +4,492+5.07% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #80 | $2.8M | 92,585 | $2.8M | 96,349 | -3,764-3.91% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #86 | $2.2M | 73,588 | $2.7M | 90,124 | -16,536-18.35% | Reduce | |
| BNP PARIBAS FINANCIAL MARKETS | <0.01% | — | #67 | $2.1M | 70,000 | $0 | 0 | +70,000 | New Buy | |
| Friedenthal Financial | 0.84% | 0.85% | #2 | $1.8M | 60,761 | $1.7M | 57,517 | +3,244+5.64% | Add | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #54 | $1.7M | 58,049 | $1.6M | 53,095 | +4,954+9.33% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #98 | $1.7M | 55,488 | $2.8M | 95,072 | -39,584-41.64% | Reduce | |
| WealthBridge Capital Management, LLC | 0.33% | 0.4% | #7 | $1.7M | 55,700 | $1.7M | 58,690 | -2,990-5.09% | Reduce | |
| Joseph P. Lucia & Associates, LLC | 0.46% | 0.53% | #4 | $1.5M | 50,550 | $1.5M | 50,675 | -125-0.25% | Reduce | |
| Farther Finance Advisors, LLC | 0.01% | 0.01% | #38 | $1.4M | 45,268 | $1.3M | 45,275 | -7-0.02% | Reduce | |
| PACIFIC SUN FINANCIAL CORP | 0.54% | 0.78% | #3 | $1.3M | 43,680 | $1.6M | 54,725 | -11,045-20.18% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #51 | $1.2M | 38,702 | $1.6M | 52,693 | -13,991-26.55% | Reduce | |
| Stelac Advisory Services LLC | 0.22% | 0.31% | #13 | $1.2M | 38,635 | $1.5M | 52,358 | -13,723-26.21% | Reduce | |
| CAHILL FINANCIAL ADVISORS INC | 0.11% | 0.13% | #18 | $1.1M | 38,355 | $1.2M | 41,164 | -2,809-6.82% | Reduce | |
| Yoder Wealth Management, Inc. | 0.34% | 0.44% | #6 | $877,515 | 29,270 | $970,137 | 32,886 | -3,616-11.00% | Reduce | |
| DHJJ Financial Advisors, Ltd. | 0.25% | 0.31% | #10 | $876,060 | 29,221 | $935,669 | 31,718 | -2,497-7.87% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #65 | $866,788 | 28,908 | $883,721 | 29,954 | -1,046-3.49% | Reduce | |
| Hills Bank & Trust Co | 0.04% | 0.04% | #29 | $861,745 | 28,744 | $756,852 | 25,656 | +3,088+12.04% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #66 | $809,039 | 26,986 | $812,259 | 27,534 | -548-1.99% | Reduce | |
| Clearstead Advisors, LLC | 0.01% | <0.01% | #40 | $704,200 | 23,489 | $491,175 | 16,650 | +6,839+41.08% | Add | |
| Quantinno Capital Management LP | <0.01% | <0.01% | #73 | $632,998 | 21,114 | $622,863 | 21,114 | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #96 | $617,594 | 20,600 | $795,541 | 26,967 | -6,367-23.61% | Reduce | |
| Walker Asset Management, LLC | 0.3% | 0.3% | #8 | $586,829 | 19,574 | $547,048 | 18,544 | +1,030+5.55% | Add | |
| Lido Advisors, LLC | <0.01% | <0.01% | #57 | $545,321 | 18,189 | $435,964 | 14,778 | +3,411+23.08% | Add | |
| Sunbeam Capital Management, LLC | 0.25% | 0.38% | #11 | $536,500 | 17,895 | $661,472 | 22,423 | -4,528-20.19% | Reduce | |
| PLANNING DIRECTIONS INC | 0.24% | 0.32% | #12 | $515,282 | 17,188 | $637,482 | 21,610 | -4,422-20.46% | Reduce | |
| First Heartland Consultants, Inc. | 0.03% | 0.04% | #30 | $507,309 | 16,922 | $510,450 | 17,303 | -381-2.20% | Reduce | |
| SILVER OAK SECURITIES, INCORPORATED | 0.03% | 0.03% | #32 | $484,177 | 16,150 | $476,425 | 16,150 | 00.00% | Unchanged | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #81 | $483,489 | 16,128 | $561,490 | 19,033 | -2,905-15.26% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #100 | $464,000 | 15,496 | $614,000 | 20,784 | -5,288-25.44% | Reduce | |
| PGIM Custom Harvest LLC | 0.01% | 0.01% | #42 | $457,405 | 15,257 | $456,424 | 15,472 | -215-1.39% | Reduce | |
| TSFG, LLC | 0.05% | 0.06% | #23 | $422,088 | 14,079 | $417,000 | 14,146 | -67-0.47% | Reduce | |
| Brookwood Investment Group LLC | 0.05% | 0.07% | #25 | $419,840 | 14,004 | $594,514 | 20,153 | -6,149-30.51% | Reduce | |
| Cedrus Wealth Group LLC | 0.36% | — | #5 | $409,167 | 13,648 | $0 | 0 | +13,648 | New Buy | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #91 | $391,446 | 12,751 | $286,943 | 9,702 | +3,049+31.43% | Add | |
| Arax Advisory Partners | <0.01% | — | #53 | $374,660 | 12,497 | $0 | 0 | +12,497 | New Buy | |
| Private Advisor Group, LLC | <0.01% | <0.01% | #55 | $372,455 | 12,423 | $1.0M | 34,114 | -21,691-63.58% | Reduce | |
| Royal Fund Management, LLC | 0.03% | 0.03% | #31 | $364,965 | 12,173 | $359,721 | 12,193 | -20-0.16% | Reduce | |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.02% | 0.02% | #34 | $358,861 | 11,970 | $353,000 | 11,970 | 00.00% | Unchanged | |
| D. E. Shaw & Co., Inc. | <0.01% | <0.01% | #90 | $351,246 | 11,716 | $284,233 | 9,635 | +2,081+21.60% | Add | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #62 | $348,708 | 11,631 | $515,719 | 17,482 | -5,851-33.47% | Reduce | |
| Private Wealth Group, LLC | 0.13% | 0.19% | #17 | $329,684 | 10,997 | $416,481 | 14,118 | -3,121-22.11% | Reduce |