INVESCO EXCHANGE TRADED FD TR NEXT GEN CONNECT · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | 0.03% | 0.02% | #10 | $34.8M | 164,936 | $22.9M | 165,587 | -651-0.39% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #27 | $9.8M | 46,460 | $3.5M | 25,254 | +21,206+83.97% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #30 | $9.8M | 46,273 | $2.4M | 17,105 | +29,168+170.52% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #38 | $9.3M | 44,250 | $1.3M | 9,889 | +34,361+347.47% | Add | |
| TRUIST FINANCIAL CORP | 0.01% | <0.01% | #24 | $5.0M | 23,509 | $3.2M | 23,338 | +171+0.73% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #28 | $3.1M | 14,782 | $2.1M | 14,889 | -107-0.72% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #31 | $2.3M | 11,070 | $1.9M | 13,604 | -2,534-18.63% | Reduce | |
| Outlook Wealth Advisors, LLC | 0.49% | — | #1 | $2.3M | 10,875 | $0 | 0 | +10,875 | New Buy | |
| Nilsine Partners, LLC | 0.15% | 0.13% | #3 | $2.2M | 10,285 | $1.7M | 10,274 | +11+0.11% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #45 | $1.7M | 8,105 | $1.9M | 13,669 | -5,564-40.71% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #42 | $1.3M | 6,377 | $918,116 | 6,626 | -249-3.76% | Reduce | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 0.02% | #11 | $1.1M | 5,204 | $676,740 | 4,884 | +320+6.55% | Add | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #29 | $1.1M | 5,172 | $668,000 | 4,820 | +352+7.30% | Add | |
| Quantinno Capital Management LP | <0.01% | — | #35 | $909,949 | 4,314 | $0 | 0 | +4,314 | New Buy | |
| Private Advisor Group, LLC | <0.01% | <0.01% | #26 | $856,798 | 4,062 | $568,662 | 4,104 | -42-1.02% | Reduce | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.01% | — | #18 | $724,753 | 3,436 | $0 | 0 | +3,436 | New Buy | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #32 | $685,731 | 3,251 | $450,467 | 3,251 | 00.00% | Unchanged | |
| Prospera Financial Services Inc | 0.01% | 0.01% | #20 | $668,042 | 3,160 | $446,976 | 3,220 | -60-1.86% | Reduce | |
| Wellington Shields & Co., LLC | 0.13% | 0.1% | #5 | $582,376 | 2,761 | $382,950 | 2,764 | -3-0.11% | Reduce | |
| MinichMacGregor Wealth Management, LLC | 0.07% | 0.06% | #7 | $462,146 | 2,191 | $351,949 | 2,540 | -349-13.74% | Reduce | |
| Evercore Wealth Management, LLC | 0.01% | <0.01% | #23 | $421,859 | 2,000 | $277,125 | 2,000 | 00.00% | Unchanged | |
| EQUITABLE TRUST CO | 0.01% | 0.01% | #16 | $343,604 | 1,629 | $225,718 | 1,629 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | <0.01% | #40 | $328,839 | 1,559 | $216,019 | 1,559 | 00.00% | Unchanged | |
| Vision Capital Management, Inc. | 0.04% | 0.03% | #9 | $316,395 | 1,500 | $207,844 | 1,500 | 00.00% | Unchanged | |
| NTV ASSET MANAGEMENT LLC | 0.03% | 0.02% | #12 | $316,394 | 1,500 | $207,844 | 1,500 | 00.00% | Unchanged | |
| Novak & Powell Financial Services, Inc. | 0.15% | 0.11% | #4 | $309,223 | 1,466 | $203,133 | 1,466 | 00.00% | Unchanged | |
| Western Financial Corp/CA | 0.09% | 0.08% | #6 | $301,207 | 1,428 | $207,567 | 1,498 | -70-4.67% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #41 | $301,202 | 1,428 | $142,883 | 1,031 | +397+38.51% | Add | |
| DAVENPORT & Co LLC | <0.01% | — | #33 | $297,542 | 1,411 | $0 | 0 | +1,411 | New Buy | |
| KKM Financial LLC | 0.04% | — | #8 | $281,802 | 1,336 | $0 | 0 | +1,336 | New Buy | |
| Steward Partners Investment Advisory, LLC | <0.01% | <0.01% | #34 | $280,424 | 1,329 | $183,941 | 1,327 | +2+0.15% | Add | |
| &PARTNERS | <0.01% | — | #36 | $264,933 | 1,256 | $0 | 0 | +1,256 | New Buy | |
| Fulcrum Equity Management | 0.24% | 0.26% | #2 | $264,688 | 1,910 | $264,688 | 1,910 | 00.00% | Unchanged | |
| Sargent Investment Group, LLC | 0.03% | — | #13 | $253,115 | 1,200 | $0 | 0 | +1,200 | New Buy | |
| IBEX WEALTH ADVISORS | 0.02% | — | #15 | $227,041 | 1,076 | $0 | 0 | +1,076 | New Buy | |
| KTF INVESTMENTS, LLC | 0.02% | — | #14 | $223,585 | 1,060 | $0 | 0 | +1,060 | New Buy | |
| Sound Income Strategies, LLC | 0.01% | <0.01% | #21 | $215,570 | 1,022 | $21,367 | 151 | +871+576.82% | Add | |
| Focus Partners Wealth | <0.01% | — | #43 | $200,384 | 950 | $0 | 0 | +950 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #49 | $165,749 | 802 | $13,671 | 102 | +700+686.27% | Add | |
| Institute for Wealth Management, LLC. | 0.01% | — | #19 | $145,331 | 689 | $0 | 0 | +689 | New Buy | |
| HARBOR INVESTMENT ADVISORY, LLC | 0.01% | 0.01% | #22 | $137,315 | 651 | $96,994 | 700 | -49-7.00% | Reduce | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | <0.01% | 0.01% | #25 | $122,488 | 605 | $85,610 | 605 | 00.00% | Unchanged | |
| ASSETMARK, INC | <0.01% | <0.01% | #44 | $114,746 | 544 | $75,378 | 544 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #48 | $84,583 | 401 | $53,624 | 387 | +14+3.62% | Add | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #46 | $44,084 | 209 | $28,960 | 209 | 00.00% | Unchanged | |
| Global Retirement Partners, LLC | <0.01% | — | #39 | $30,796 | 146 | $0 | 0 | +146 | New Buy | |
| Regatta Research & Money Management | 0.01% | — | #17 | $14,766 | 70 | $0 | 0 | +70 | New Buy | |
| Wagner Wealth Management, LLC | <0.01% | <0.01% | #37 | $2,953 | 14 | $1,940 | 14 | 00.00% | Unchanged | |
| Smartleaf Asset Management LLC | <0.01% | <0.01% | #47 | $2,067 | 10 | $1,340 | 10 | 00.00% | Unchanged |