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

255 institutions reported holding $914.3M of INVESCO EXCH TRADED FD TR II (BKLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ocean Park Asset Management, LLC ($104.3M), ASSETMARK, INC ($89.2M), CIBC Asset Management Inc ($75.7M), ENVESTNET ASSET MANAGEMENT INC ($56.5M), Ninety One UK Ltd ($35.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ocean Park Asset Management, LLC$104.3M5.1MNew
2ASSETMARK, INC$89.2M4.4MAdded
3CIBC Asset Management Inc$75.7M3.7MTrimmed
4ENVESTNET ASSET MANAGEMENT INC$56.5M2.8MAdded
5Ninety One UK Ltd$35.0M1.7MNew
6Calamos Advisors LLC$33.7M1.7MTrimmed
7IRONWOOD WEALTH MANAGEMENT, INC.$25.8M1.3MAdded
8FACTORY MUTUAL INSURANCE CO$24.4M1.2MHold
9CITIGROUP INC$22.5M1.1MTrimmed
10Catalyst Capital Advisors LLC$18.4M901,688Hold
11DIVERSIFY WEALTH MANAGEMENT, LLC$17.8M873,277Trimmed
12PARK AVENUE SECURITIES LLC$15.7M770,757Added
13D.A. DAVIDSON & CO.$15.1M738,883Added
14Wealthcare Advisory Partners LLC$14.6M715,314Added
15RFG Holdings, Inc.$14.3M700,110Trimmed
16Walleye Trading LLC$11.4M559,458Trimmed
17Mechanics Bank Trust Department$11.0M538,476Trimmed
18FORM Wealth Advisors, LLC$10.9M533,675Added
19GARDA CAPITAL PARTNERS LP$10.0M490,000New
20Fortitude Family Office, LLC$9.8M482,276Added
21Matthew Goff Investment Advisor, LLC$9.1M447,190Added
22ANGELES WEALTH MANAGEMENT, LLC$9.0M443,742Trimmed
23EXCHANGE TRADED CONCEPTS, LLC$9.0M443,418Added
24PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$8.7M426,236Trimmed
25Cambridge Investment Research Advisors, Inc.$8.4M411,408Added

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