22 institutions reported holding $19.1M of INVESCO EXCH TRD SLF IDX FD (IIGD) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($6.2M), Evergreen Wealth Solutions, LLC ($5.7M), SCOTIA CAPITAL INC. ($2.3M), Core Wealth Advisors, Inc. ($1.5M), Trilogy Capital Inc. ($814,850). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $6.2M | 253,182 | Added |
| 2 | Evergreen Wealth Solutions, LLC | $5.7M | 230,255 | Trimmed |
| 3 | SCOTIA CAPITAL INC. | $2.3M | 93,221 | Added |
| 4 | Core Wealth Advisors, Inc. | $1.5M | 62,255 | Added |
| 5 | Trilogy Capital Inc. | $814,850 | 33,124 | Added |
| 6 | Prime Capital Investment Advisors, LLC | $624,382 | 25,381 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $593,180 | 24,113 | Added |
| 8 | HighTower Advisors, LLC | $393,649 | 16,002 | Added |
| 9 | JANE STREET GROUP, LLC | $271,904 | 11,053 | Trimmed |
| 10 | Ancora Advisors LLC | $246,000 | 10,000 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $128,042 | 5,208 | Trimmed |
| 12 | Collier Financial | $113,535 | 4,615 | Trimmed |
| 13 | HARBOUR INVESTMENTS, INC. | $80,442 | 3,270 | Added |
| 14 | Copia Wealth Management | $48,550 | 1,974 | Trimmed |
| 15 | LM Advisors LLC | $29,314 | 721 | Added |
| 16 | MORGAN STANLEY | $16,703 | 679 | Added |
| 17 | Silver Grove Financial Group, Inc. | $6,577 | 267 | New |
| 18 | Quest 10 Wealth Builders, Inc. | $123 | 5 | Hold |
| 19 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | NewEdge Advisors, LLC | $0 | 0 | Exited |
| 22 | January Capital Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31