Who Owns INVESCO EXCH TRADED FD TR II (IDHQ)? -- Institutional Holders (2026-06-30)

136 institutions reported holding $605.5M of INVESCO EXCH TRADED FD TR II (IDHQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($84.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($58.7M), Cedar Wealth Management, LLC ($36.3M), WCG Wealth Advisors LLC ($36.2M), MORGAN STANLEY ($29.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$84.3M1.9MAdded
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58.7M1.3MAdded
3Cedar Wealth Management, LLC$36.3M830,442Added
4WCG Wealth Advisors LLC$36.2M827,604Trimmed
5MORGAN STANLEY$29.8M682,386Added
6Berkeley, Inc$29.1M664,929Added
7KWB Wealth$23.7M542,925Added
8Cetera Investment Advisers$22.7M519,665Trimmed
9OSAIC HOLDINGS, INC.$22.5M515,296Added
10Chaney Capital Management, Inc.$18.0M411,887Added
11Integrated Capital Management, LLC$16.5M377,231Added
12Marks Group Wealth Management, Inc$14.1M322,617New
13Heck Capital Advisors, LLC$13.0M298,391Trimmed
14Elevated Financial Group LLC$11.4M261,428Added
15PRINCIPAL SECURITIES, INC.$10.7M244,324Added
16BOS Asset Management, LLC$10.5M239,408Trimmed
17BANK OF AMERICA CORP /DE/$10.2M233,756Added
18Concurrent Investment Advisors, LLC$10.1M230,779Added
19RAYMOND JAMES FINANCIAL INC$10.1M230,478Trimmed
20Destiny Wealth Partners, LLC$9.5M217,494Trimmed
21Well Done, LLC$9.0M205,312Trimmed
22Thrivent Financial for Lutherans$7.0M160,463Trimmed
23Cornerstone Wealth Management, LLC$6.8M154,725Trimmed
24STIFEL FINANCIAL CORP$6.4M146,855Added
25EP Wealth Advisors, LLC$6.2M141,784New

Source: SEC Form 13F filings · as of 2026-06-30