Who Owns INVESCO EXCH TRADED FD TR II (BAB)? -- Institutional Holders (2026-06-30)
207 institutions reported holding $690.3M of INVESCO EXCH TRADED FD TR II (BAB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Annex Advisory Services, LLC ($89.4M), RAYMOND JAMES FINANCIAL INC ($46.5M), HighTower Advisors, LLC ($42.5M), WELLS FARGO & COMPANY/MN ($38.9M), STATE OF WISCONSIN INVESTMENT BOARD ($35.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Annex Advisory Services, LLC | $89.4M | 3.3M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $46.5M | 1.7M | Added |
| 3 | HighTower Advisors, LLC | $42.5M | 1.6M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $38.9M | 1.5M | Added |
| 5 | STATE OF WISCONSIN INVESTMENT BOARD | $35.4M | 1.3M | Hold |
| 6 | BANK OF AMERICA CORP /DE/ | $26.7M | 996,052 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $25.5M | 948,647 | Trimmed |
| 8 | GOULD ASSET MANAGEMENT LLC /CA/ | $18.9M | 705,394 | Added |
| 9 | MORGAN STANLEY | $18.6M | 694,189 | Trimmed |
| 10 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $17.1M | 637,933 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $16.8M | 627,610 | Trimmed |
| 12 | PNC Financial Services Group, Inc. | $16.3M | 607,776 | Added |
| 13 | CONNING INC. | $13.2M | 490,000 | Hold |
| 14 | Kingsview Wealth Management, LLC | $12.9M | 481,335 | Added |
| 15 | Tortoise Investment Management, LLC | $12.5M | 464,700 | Added |
| 16 | RATIONAL ADVISORS, INC. | $12.0M | 448,880 | Added |
| 17 | LPL Financial LLC | $11.8M | 438,156 | Added |
| 18 | UBS Group AG | $11.3M | 421,006 | Added |
| 19 | BANK OF MONTREAL /CAN/ | $10.7M | 397,845 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.7M | 361,664 | Added |
| 21 | Maltin Wealth Management, Inc. | $8.1M | 300,098 | Added |
| 22 | Elevation Capital Advisory, LLC | $7.7M | 286,420 | Trimmed |
| 23 | GUGGENHEIM CAPITAL LLC | $7.4M | 276,899 | Trimmed |
| 24 | JANE STREET GROUP, LLC | $7.0M | 259,227 | Added |
| 25 | NewEdge Wealth, LLC | $6.9M | 258,836 | Added |
Source: SEC Form 13F filings · as of 2026-06-30