Who Owns INVESCO EXCH TRADED FD TR II (SOXQ)? -- Institutional Holders (2026-03-31)

126 institutions reported holding $219.5M of INVESCO EXCH TRADED FD TR II (SOXQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($31.7M), EAGLE GLOBAL ADVISORS LLC ($19.8M), LPL Financial LLC ($18.8M), CITIGROUP INC ($14.9M), CONDOR CAPITAL MANAGEMENT ($11.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$31.7M530,619Added
2EAGLE GLOBAL ADVISORS LLC$19.8M332,483Added
3LPL Financial LLC$18.8M314,711Added
4CITIGROUP INC$14.9M248,890Added
5CONDOR CAPITAL MANAGEMENT$11.4M190,508Trimmed
6NorthRock Partners, LLC$9.5M159,046Trimmed
7NATIONAL BANK OF CANADA /FI/$9.0M150,004Added
8BANK OF AMERICA CORP /DE/$8.5M142,986Trimmed
9Cambridge Investment Research Advisors, Inc.$8.3M139,872Added
10VestGen Advisors, LLC$7.4M80,446Added
11MEITAV INVESTMENT HOUSE LTD$5.7M95,370Added
12JPMORGAN CHASE & CO$4.6M81,278Added
13ABSOLUTE CAPITAL MANAGEMENT, LLC$4.1M67,900New
14Mirae Asset Global Investments Co., Ltd.$3.6M60,510Hold
15TWO SIGMA INVESTMENTS, LP$3.4M56,400Trimmed
16Meridian Wealth Management, LLC$3.2M53,881Added
17Corient Private Wealth LLC$2.9M47,796Trimmed
18Hardy Reed LLC$2.7M45,000Hold
19RAYMOND JAMES FINANCIAL INC$2.6M44,143Added
20MARSHALL INVESTMENT MANAGEMENT, LLC$2.5M42,327Trimmed
21Capital Investment Advisors, LLC$2.5M42,058Added
22JANE STREET GROUP, LLC$2.4M39,570Added
23CITADEL ADVISORS LLC$2.3M38,337Added
24Royal Bank of Canada$2.2M37,099Added
25D. E. Shaw & Co., Inc.$2.1M35,296New

Source: SEC Form 13F filings · as of 2026-03-31