Who Owns INVESCO EXCH TRADED FD TR II (PICB)? -- Institutional Holders (2026-03-31)
72 institutions reported holding $244.2M of INVESCO EXCH TRADED FD TR II (PICB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tanager Wealth Management LLP ($84.9M), Dunhill Financial, LLC ($50.2M), Checchi Capital Advisers, LLC ($19.3M), Urban Financial Advisory Corp ($14.4M), MORGAN STANLEY ($11.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tanager Wealth Management LLP | $84.9M | 3.7M | Added |
| 2 | Dunhill Financial, LLC | $50.2M | 2.2M | Added |
| 3 | Checchi Capital Advisers, LLC | $19.3M | 835,786 | Trimmed |
| 4 | Urban Financial Advisory Corp | $14.4M | 621,712 | Trimmed |
| 5 | MORGAN STANLEY | $11.2M | 483,413 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $10.4M | 448,171 | Added |
| 7 | LPL Financial LLC | $9.6M | 415,339 | Added |
| 8 | Walkner Condon Financial Advisors LLC | $5.5M | 238,901 | Added |
| 9 | Mariner, LLC | $3.2M | 139,971 | New |
| 10 | 1 NORTH WEALTH SERVICES LLC | $3.0M | 131,187 | Added |
| 11 | Rathbones Group PLC | $3.0M | 130,009 | Added |
| 12 | JANE STREET GROUP, LLC | $2.5M | 106,183 | New |
| 13 | STIFEL FINANCIAL CORP | $2.3M | 97,968 | Added |
| 14 | Bristlecone Value Partners, LLC | $2.1M | 92,532 | Added |
| 15 | Thrivent Financial for Lutherans | $1.8M | 79,886 | Trimmed |
| 16 | GUGGENHEIM CAPITAL LLC | $1.4M | 60,665 | Added |
| 17 | Climber Capital SA | $1.3M | 57,215 | Hold |
| 18 | JOHNSON INVESTMENT COUNSEL INC | $1.2M | 51,235 | New |
| 19 | Private Advisor Group, LLC | $1.1M | 48,639 | Added |
| 20 | Grey Fox Wealth Advisors, LLC | $1.0M | 44,243 | Added |
| 21 | Cerity Partners LLC | $1.0M | 43,847 | New |
| 22 | NOMURA ASSET MANAGEMENT CO LTD | $990,182 | 42,865 | Hold |
| 23 | Fortis Group Advisors, LLC | $902,818 | 38,309 | Added |
| 24 | VERITY Wealth Advisors | $749,156 | 32,431 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $722,453 | 31,536 | Added |
Source: SEC Form 13F filings · as of 2026-03-31