IPKWINVESCO EXCH TRADED FD TR II
CUSIP 46138E644 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Traded Fd Tr II (IPKW) has 93 institutional holders in Filings Flow’s 13F database, together reporting 6.28M shares worth $353M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
93
Q1 2026
Reported Value
$353M
Ticker
IPKW
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $44M | 777.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $39M | 695.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $37M | 662.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $34M | 596.1K | Q1 2026 |
| Kellett Wealth Advisors, LLC$184M AUM | 10.03% | $18M | 328.7K | Q1 2026 |
| Nikulski Financial, Inc.$405M AUM | 3.19% | $13M | 229.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $10M | 181.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.16% | $10M | 171.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.10% | $9M | 154.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 152.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 152.8K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 1.07% | $8M | 141.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 134.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 123.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 109.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 103.0K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 1.33% | $6M | 102.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 101.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 101.4K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.28% | $5M | 87.6K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.18% | $5M | 99.6K | Q3 2025OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.72% | $5M | 83.6K | Q4 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.51% | $4M | 70.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 72.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 68.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.15% | $4M | 66.9K | Q1 2026 |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.20% | $4M | 64.2K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 2.16% | $2M | 42.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 42.7K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 1.87% | $2M | 39.4K | Q4 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.07% | $2M | 37.8K | Q1 2026 |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.91% | $2M | 38.0K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 37.3K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 1.13% | $2M | 37.6K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 36.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 33.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 30.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 30.1K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.19% | $2M | 29.1K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.09% | $2M | 29.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $2M | 27.3K | Q1 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.04% | $1M | 25.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 25.5K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.08% | $1M | 24.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 24.3K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.20% | $1M | 20.5K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.01% | $1M | 21.5K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 20.7K | Q1 2026 |
| TOWLE & CO$257M AUM | 0.45% | $1M | 20.5K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 19.4K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 19.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 18.4K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.04% | $920,807 | 16.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $841,475 | 17.3K | Q2 2025OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.18% | $778,784 | 13.8K | Q1 2026 |
| Daner Wealth Management, LLC$170M AUM | 0.44% | $748,807 | 12.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $747,159 | 13.3K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.56% | $733,082 | 13.0K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $658,000 | 11.7K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.25% | $589,181 | 10.6K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $584,692 | 10.4K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.03% | $522,884 | 9.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $507,044 | 9.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $502,006 | 8.9K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $463,292 | 9.5K | Q2 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $461,605 | 8.2K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $451,675 | 8.0K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.11% | $450,549 | 8.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $422,210 | 7.5K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $409,147 | 8.4K | Q2 2025OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.17% | $352,203 | 6.3K | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.04% | $350,885 | 6.2K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $324,955 | 5.8K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.13% | $322,450 | 5.5K | Q1 2026 |
| IRON Financial LLC$229M AUM | 0.14% | $312,618 | 5.6K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $290,000 | 5.2K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.02% | $286,544 | 5.1K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $282,550 | 5.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $264,546 | 4.7K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $263,589 | 4.7K | Q1 2026 |
| USAdvisors Wealth Management, LLC$301M AUM | 0.09% | $257,000 | 4.7K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $244,179 | 4.3K | Q1 2026 |
| Fortune Financial Group, Inc.$111M AUM | 0.21% | $236,808 | 4.2K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.03% | $232,000 | 4.1K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.07% | $230,676 | 4.1K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $218,130 | 3.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $204,233 | 3.6K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.10% | $203,108 | 3.1K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $201,890 | 3.6K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $157,829 | 2.8K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $108,033 | 1.9K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $81,358 | 1.4K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $77,642 | 1.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $72,683 | 1.5K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $71,491 | 1.3K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $60,200 | 1.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $42,647 | 758 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $39,518 | 750 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $35,108 | 624 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $34,677 | 624 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $32,745 | 582 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $30,605 | 544 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $27,786 | 500 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $19,752 | 406 | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $15,743 | 280 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $15,671 | 282 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $15,161 | 269 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $14,178 | 252 | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $12,837 | 231 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $11,326 | 201 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $11,252 | 200 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,690 | 190 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $10,127 | 180 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,835 | 123 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,657 | 65 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1,125 | 20 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $317 | 8 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.