INVESCO EXCH TRADED FD TR II (IFLN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
105
Reporting holders
$190.5M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $65.9M | 3,601,755 | 0.01% | 31q | -3.5%-$2.4M |
| Bank of New York Mellon Corp | $13.5M | 736,002 | 0.00% | 31q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $12.7M | 692,872 | 0.22% | 9q | +1.7%+$211.0K |
| LPL Financial LLC | $11.9M | 649,142 | 0.00% | 31q | -23.8%-$3.7M |
| WELLS FARGO & COMPANY/MN | $9.3M | 508,854 | 0.00% | 31q | -84.7%-$51.7M |
| MORGAN STANLEY | $7.9M | 434,468 | 0.00% | 33q | +5.1%+$387.9K |
| Revolve Wealth Partners, LLC | $5.9M | 320,350 | 0.61% | 19q | +1.9%+$109.7K |
| TRUIST FINANCIAL CORP | $5.7M | 309,537 | 0.01% | 27q | +2.6%+$143.8K |
| BLUELINE ADVISORS LLC | $5.7M | 309,012 | 3.91% | 3q | +3.9%+$212.4K |
| ENVESTNET ASSET MANAGEMENT INC | $5.6M | 306,915 | 0.00% | 31q | +4.6%+$245.8K |
| BANK OF AMERICA CORP /DE/ | $4.9M | 269,858 | 0.00% | 31q | -0.6%-$27.4K |
| Curry Webb Wealth Management LLC | $3.2M | 172,639 | 1.31% | new | FIRST |
| Vontobel Holding Ltd. | $3.1M | 169,363 | 0.01% | 16q | HELD |
| Global Retirement Partners, LLC | $2.9M | 160,215 | 0.04% | 16q | +6.0%+$166.3K |
| JANE STREET GROUP, LLC | $2.3M | 127,490 | 0.00% | 10q | -46.8%-$2.1M |
| Asset Allocation Strategies LLC | $2.2M | 118,382 | 0.33% | 5q | -43.2%-$1.6M |
| Omega Financial Group, LLC | $1.9M | 103,009 | 0.57% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 102,471 | 0.00% | 7q | -7.5%-$151.5K |
| ISLAY CAPITAL MANAGEMENT, LLC | $1.6M | 87,277 | 0.74% | 27q | -47.5%-$1.4M |
| Lido Advisors, LLC | $1.4M | 75,657 | 0.00% | 31q | -1.8%-$25.9K |
| Csenge Advisory Group | $1.1M | 62,466 | 0.05% | 17q | +10.4%+$107.5K |
| UBS Group AG | $1.1M | 62,362 | 0.00% | 31q | -40.1%-$763.4K |
| Great Waters Wealth Management | $870.0K | 47,569 | 0.08% | 15q | -2.0%-$17.6K |
| ROYAL BANK OF CANADA | $868.0K | 47,447 | 0.00% | 31q | -2.9%-$26.0K |
| Highland Investment Advisors LLC | $831.2K | 45,448 | 0.36% | new | FIRST |
| OSAIC HOLDINGS, INC. | $818.3K | 44,731 | 0.00% | 26q | +31.3%+$194.9K |
| HighTower Advisors, LLC | $810.8K | 44,329 | 0.00% | 15q | -1.6%-$13.3K |
| Savvy Advisors, Inc. | $779.4K | 42,612 | 0.02% | 2q | +60.0%+$292.2K |
| VALLEY WEALTH MANAGERS, INC. | $776.1K | 42,431 | 0.04% | 12q | -3.2%-$25.9K |
| Prime Capital Investment Advisors, LLC | $754.4K | 41,245 | 0.01% | 13q | -3.1%-$24.1K |
| RAYMOND JAMES FINANCIAL INC | $747.6K | 40,875 | 0.00% | 7q | +12.9%+$85.7K |
| NWAM LLC | $746.4K | 40,810 | 0.04% | 5q | -8.7%-$71.4K |
| Pinnacle Financial Partners, Inc. | $657.9K | 35,972 | 0.00% | 3q | HELD |
| Hyundai Investments Co., Ltd. | $656.7K | 35,885 | 0.71% | 3q | +83.6%+$299.1K |
| Wagner Wealth Management, LLC | $648.6K | 35,463 | 0.12% | 10q | -3.0%-$20.3K |
| Wealth Enhancement Trust Services, Inc. | $512.3K | 27,777 | 0.03% | 3q | +81.8%+$230.5K |
| Dynamic Advisor Solutions LLC | $501.2K | 27,402 | 0.01% | 31q | -8.2%-$44.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $461.7K | 25,241 | 0.00% | 31q | -18.9%-$107.8K |
| Mariner, LLC | $461.0K | 25,205 | 0.00% | 2q | +63.7%+$179.4K |
| JONES FINANCIAL COMPANIES LLLP | $457.5K | 25,024 | 0.00% | 9q | HELD |
| Cetera Investment Advisers | $418.0K | 22,854 | 0.00% | 10q | +4.5%+$17.8K |
| McAdam, LLC | $411.4K | 22,491 | 0.02% | 31q | -60.7%-$636.4K |
| SILVER OAK SECURITIES, INCORPORATED | $410.9K | 22,465 | 0.02% | new | NEW |
| Beacon Pointe Advisors, LLC | $400.3K | 21,885 | 0.00% | 2q | +9.4%+$34.5K |
| FIFTH THIRD BANCORP | $370.6K | 20,264 | 0.00% | 2q | -9.9%-$40.6K |
| Clearstead Trust, LLC | $359.2K | 19,639 | 0.05% | 13q | HELD |
| &PARTNERS | $344.9K | 18,943 | 0.00% | 8q | +0.9%+$3.0K |
| PRUDENT INVESTORS NETWORK, INC. | $338.8K | 18,523 | 0.07% | 22q | HELD |
| StoneX Group Inc. | $254.3K | 13,902 | 0.01% | new | NEW |
| TCFG Investment Advisors, LLC | $228.2K | 12,443 | 0.08% | 2q | HELD |
| Code Waechter LLC | $218.5K | 11,944 | 0.11% | new | NEW |
| OneAscent Financial Services LLC | $215.5K | 11,785 | 0.01% | 2q | -1.0%-$2.2K |
| Sowell Financial Services LLC | $215.4K | 11,777 | 0.01% | 16q | HELD |
| Kingsview Wealth Management, LLC | $212.0K | 11,592 | 0.00% | 33q | HELD |
| Ausdal Financial Partners, Inc. | $211.0K | 11,537 | 0.01% | 29q | -21.2%-$56.6K |
| TD PRIVATE CLIENT WEALTH LLC | $208.2K | 11,381 | 0.00% | 14q | +11.7%+$21.9K |
| Private Advisor Group, LLC | $196.8K | 10,760 | 0.00% | 2q | +3.0%+$5.7K |
| COMMERCE BANK | $196.5K | 10,745 | 0.00% | new | NEW |
| Friedenthal Financial | $161.1K | 8,806 | 0.07% | 14q | -2.3%-$3.7K |
| LAZARD ASSET MANAGEMENT LLC | $142.7K | 7,800 | 0.00% | 33q | HELD |
| Arax Advisory Partners | $92.2K | 5,038 | 0.00% | 3q | +215.5%+$62.9K |
| JPMORGAN CHASE & CO | $81.9K | 4,474 | 0.00% | 15q | -7.9%-$7.1K |
| NewEdge Advisors, LLC | $75.3K | 4,117 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $71.4K | 3,906 | 0.00% | 6q | +360.6%+$55.9K |
| Integrated Wealth Concepts LLC | $71.2K | 3,894 | 0.00% | new | NEW |
| Rialto Wealth Management, LLC | $60.4K | 3,305 | 0.01% | 7q | HELD |
| DHJJ Financial Advisors, Ltd. | $57.1K | 3,124 | 0.02% | 12q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $44.1K | 2,414 | 0.01% | new | FIRST |
| Geneos Wealth Management Inc. | $36.6K | 2,000 | 0.00% | 33q | -38.5%-$22.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35.6K | 1,946 | 0.00% | 3q | -47.6%-$32.3K |
| Ameritas Investment Partners, Inc. | $30.6K | 1,674 | 0.00% | 31q | HELD |
| SOA Wealth Advisors, LLC. | $30.2K | 1,653 | 0.01% | 23q | HELD |
| BANK OF MONTREAL /CAN/ | $28.8K | 1,574 | 0.00% | 25q | -2.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $27.1K | 1,479 | 0.00% | new | NEW |
| IFP Advisors, Inc | $26.0K | 1,424 | 0.00% | 28q | HELD |
| AE Wealth Management LLC | $25.0K | 1,367 | 0.00% | 5q | +0.7% |
| LANARK FINANCIAL, INC. | $20.2K | 1,107 | 0.00% | 12q | HELD |
| First Bancorp, Inc /ME/ | $18.9K | 1,032 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $18.3K | 1,000 | 0.00% | 3q | HELD |
| Millstone Evans Group, LLC | $16.9K | 923 | 0.01% | 7q | HELD |
| Golden State Wealth Management, LLC | $15.6K | 854 | 0.00% | 6q | -16.4%-$3.1K |
| UMB Bank, n.a. | $15.5K | 846 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $13.1K | 715 | 0.00% | 4q | -95.0%-$248.2K |
| Richard W. Paul & Associates, LLC | $13.0K | 712 | 0.00% | 15q | HELD |
| Parallel Advisors, LLC | $12.4K | 677 | 0.00% | 31q | HELD |
| FMR LLC | $12.0K | 656 | 0.00% | 14q | HELD |
| AdvisorNet Financial, Inc | $11.5K | 629 | 0.00% | 6q | +1.6% |
| FRANKLIN RESOURCES INC | $10.6K | 580 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $8.9K | 486 | 0.00% | new | NEW |
| Front Row Advisors LLC | $8.2K | 450 | 0.00% | 31q | HELD |
| HARBOUR INVESTMENTS, INC. | $7.9K | 433 | 0.00% | 21q | HELD |
| Darwin Wealth Management, LLC | $7.7K | 421 | 0.00% | 9q | +1.4% |
| Capital Investment Advisory Services, LLC | $7.0K | 385 | 0.00% | 27q | +1.6% |
| ASSETMARK, INC | $5.5K | 300 | 0.00% | 6q | HELD |
| Colorado Capital Management, Inc. | $4.4K | 240,471 | 1.50% | 21q | +1.6% |
| Rockefeller Capital Management L.P. | $3.7K | 200 | 0.00% | 3q | HELD |
| Grey Ledge Advisors, LLC | $3.4K | 184 | 0.00% | 6q | +17.9% |
| Triumph Capital Management | $2.9K | 159 | 0.00% | 3q | HELD |
| Allworth Financial LP | $2.2K | 120 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.8K | 98 | 0.00% | 31q | HELD |
Showing the largest 100 of 109 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 105 | $190.5M | 10,413,611 | 12 | 26 | 30 | 0.0% |
| Q1 2026 | 106 | $246.7M | 13,750,796 | 11 | 27 | 31 | 0.0% |
| Q4 2025 | 116 | $241.3M | 12,975,603 | 18 | 41 | 26 | 0.0% |
| Q3 2025 | 105 | $202.2M | 10,863,680 | 7 | 42 | 23 | 0.2% |
| Q2 2025 | 106 | $201.3M | 10,871,343 | 8 | 30 | 37 | 0.3% |
| Q1 2025 | 108 | $194.1M | 10,575,905 | 14 | 23 | 42 | 1.6% |
| Q4 2024 | 111 | $252.3M | 13,748,728 | 9 | 37 | 29 | 1.5% |
| Q3 2024 | 107 | $264.2M | 14,249,112 | 7 | 42 | 29 | 0.0% |
| Q2 2024 | 114 | $343.0M | 19,087,258 | 15 | 32 | 34 | 0.0% |
| Q1 2024 | 115 | $386.5M | 21,320,699 | 15 | 34 | 34 | 0.0% |
| Q4 2023 | 111 | $339.9M | 18,750,358 | 11 | 28 | 32 | 0.0% |
| Q3 2023 | 111 | $201.8M | 11,818,146 | 16 | 28 | 36 | 0.0% |
| Q2 2023 | 104 | $207.6M | 11,879,299 | 7 | 26 | 38 | 0.0% |
| Q1 2023 | 111 | $214.2M | 12,234,941 | 16 | 29 | 40 | 0.0% |
| Q4 2022 | 107 | $391.1M | 22,824,503 | 23 | 25 | 33 | 0.0% |
| Q3 2022 | 109 | $376.8M | 22,933,954 | 8 | 29 | 39 | 0.0% |
| Q2 2022 | 115 | $435.4M | 25,838,332 | 12 | 27 | 47 | 0.0% |
| Q1 2022 | 124 | $511.6M | 27,854,755 | 15 | 32 | 42 | 0.0% |
| Q4 2021 | 137 | $590.1M | 30,386,680 | 11 | 34 | 46 | 0.0% |
| Q3 2021 | 129 | $621.8M | 31,919,042 | 10 | 53 | 25 | 0.0% |
| Q2 2021 | 129 | $627.9M | 32,129,316 | 12 | 56 | 28 | 0.0% |
| Q1 2021 | 131 | $521.5M | 26,948,651 | 10 | 49 | 36 | 0.0% |
| Q4 2020 | 140 | $592.5M | 30,477,027 | 16 | 45 | 37 | 0.0% |
| Q3 2020 | 126 | $539.8M | 29,099,303 | 13 | 45 | 33 | 0.0% |
| Q2 2020 | 129 | $467.8M | 25,708,045 | 16 | 42 | 41 | 0.0% |
| Q1 2020 | 132 | $382.5M | 23,067,313 | 15 | 32 | 61 | 0.0% |
| Q4 2019 | 149 | $517.7M | 26,880,584 | 15 | 53 | 36 | 0.0% |
| Q3 2019 | 140 | $499.6M | 26,274,735 | 16 | 53 | 36 | 0.0% |
| Q2 2019 | 137 | $447.4M | 23,608,729 | 14 | 46 | 46 | 0.0% |
| Q1 2019 | 144 | $494.7M | 26,530,382 | 12 | 49 | 48 | 0.0% |
| Q4 2018 | 147 | $570.3M | 32,221,604 | 4 | 3 | 5 | 0.0% |