IDLV — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (IDLV)? 6 institutions reported holding $20.23M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Whitaker-Myers Wealth Managers, LTD. ($19.2M), McNaughton Wealth Management, LLC ($450,082), Ridgewood Investments LLC ($335,169).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Whitaker-Myers Wealth Managers, LTD. | $19.2M | 561,643 | Added |
| 2 | McNaughton Wealth Management, LLC | $450,082 | 13,168 | Trimmed |
| 3 | Ridgewood Investments LLC | $335,169 | 9,806 | Trimmed |
| 4 | Delta Wealth Advisors LLC | $242,450 | 7,093 | Added |
| 5 | TOTH FINANCIAL ADVISORY CORP | $5,127 | 150 | Hold |
| 6 | CoreCap Advisors, LLC | $1,846 | 54 | Added |
Source: SEC Form 13F filings · as of 2026-09-30