20 institutions reported holding $37.6M of INVESCO EXCHANGE TRADED FD T (CSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Chicago Partners Investment Group LLC ($7.7M), Brookstone Capital Management ($6.9M), Private Advisor Group, LLC ($6.8M), COMMONWEALTH EQUITY SERVICES, LLC ($4.5M), SBI Okasan Asset Management Co.Ltd. ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | $7.7M | 56,715 | Trimmed |
| 2 | Brookstone Capital Management | $6.9M | 46,389 | New |
| 3 | Private Advisor Group, LLC | $6.8M | 45,618 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 29,875 | Added |
| 5 | SBI Okasan Asset Management Co.Ltd. | $3.6M | 24,460 | New |
| 6 | Del-Sette Capital Management, LLC | $2.6M | 17,416 | Added |
| 7 | Institute for Wealth Management, LLC. | $2.4M | 15,758 | Hold |
| 8 | Phocas Financial Corp. | $1.1M | 7,400 | Hold |
| 9 | Cambridge Investment Research Advisors, Inc. | $924,000 | 6,174 | New |
| 10 | Fulcrum Equity Management | $348,558 | 2,328 | Added |
| 11 | FIRST NATIONAL BANK SIOUX FALLS | $219,249 | 1,767 | Hold |
| 12 | Freestone Capital Holdings, LLC | $201,713 | 1,347 | New |
| 13 | RAFFA WEALTH MANAGEMENT, LLC | $138,062 | 922 | Hold |
| 14 | Costello Asset Management, INC | $53,353 | 356 | Hold |
| 15 | CITIGROUP INC | $36,389 | 243 | Hold |
| 16 | Harbor Asset Planning, Inc. | $32,149 | 215 | Hold |
| 17 | DUNCKER STREETT & CO INC | $14,975 | 100 | Hold |
| 18 | Farther Finance Advisors, LLC | $9,884 | 66 | Added |
| 19 | AE Wealth Management LLC | $7,488 | 50 | Hold |
| 20 | Founders Financial Alliance, LLC | $1,647 | 11 | New |
Source: SEC Form 13F filings · as of 2026-06-30