Who Owns INVESCO EXCHANGE TRADED FD T (UPGD)? -- Institutional Holders (2026-03-31)

Name: INVESCO EXCHANGE TRADED FD T (UPGD) Institutional Holders (2026-03-31)
Creator: ko.io

37 institutions reported holding $21.1M of INVESCO EXCHANGE TRADED FD T (UPGD) in SEC 13F filings for 2026-03-31. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($11.6M), LPL Financial LLC ($1.6M), Aspire Growth Partners LLC ($766,417), OXFORD FINANCIAL GROUP, LTD. LLC ($728,657), Tower Research Capital LLC (TRC) ($682,970). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$11.6M	159,586	Trimmed
2	LPL Financial LLC	$1.6M	21,501	Added
3	Aspire Growth Partners LLC	$766,417	10,518	Hold
4	OXFORD FINANCIAL GROUP, LTD. LLC	$728,657	10,000	Hold
5	Tower Research Capital LLC (TRC)	$682,970	9,373	Trimmed
6	HBK Sorce Advisory LLC	$675,626	8,626	Trimmed
7	CWM, LLC	$628,569	8,626	Hold
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$468,454	6,429	Trimmed
9	Total Wealth Planning & Management, Inc.	$424,880	5,831	Hold
10	CITADEL ADVISORS LLC	$383,128	5,258	New
11	Morey & Quinn Wealth Partners, LLC	$342,760	4,704	Hold
12	Millstone Evans Group, LLC	$297,438	4,082	Hold
13	MORGAN STANLEY	$287,091	3,940	Hold
14	JANE STREET GROUP, LLC	$277,181	3,804	New
15	YARGER WEALTH STRATEGIES, LLC	$260,636	3,577	Hold
16	GLENMEDE TRUST CO NA	$258,673	3,550	Hold
17	Quantinno Capital Management LP	$237,761	3,263	Hold
18	Formidable Asset Management, LLC	$222,262	3,004	Trimmed
19	STIFEL FINANCIAL CORP	$215,036	2,951	Trimmed
20	Geneos Wealth Management Inc.	$182,164	2,500	Hold
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$105,655	1,450	Hold
22	FMR LLC	$92,144	1,265	Added
23	OSAIC HOLDINGS, INC.	$83,873	1,151	Added
24	ARCADIA INVESTMENT ADVISORS LLC	$72,070	245	Hold
25	UBS Group AG	$56,981	782	Added

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