PHB — Invesco Exch Traded Fd Tr II Institutional Holders · Q2 2026

Name: Who Owns PHB? 121 Institutions Hold $195M (Q2 2026)
Creator: ko.io

Who owns Invesco Exch Traded Fd Tr II (PHB)? 121 institutions reported holding $194.69M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Invesco Ltd. ($65.9M), Bank of New York Mellon Corp ($13.5M), Evergreen Capital Management LLC ($12.7M).

Rank	Institution	Value	Shares	Change
1	Invesco Ltd.	$65.9M	3.6M	Trimmed
2	Bank of New York Mellon Corp	$13.5M	736,002	Trimmed
3	EVERGREEN CAPITAL MANAGEMENT LLC	$12.7M	692,872	Added
4	LPL Financial LLC	$11.9M	649,142	Trimmed
5	WELLS FARGO & COMPANY/MN	$9.3M	508,854	Trimmed
6	MORGAN STANLEY	$7.9M	434,468	Added
7	Revolve Wealth Partners, LLC	$5.9M	320,350	Added
8	TRUIST FINANCIAL CORP	$5.7M	309,537	Added
9	BLUELINE ADVISORS LLC	$5.7M	309,012	Added
10	ENVESTNET ASSET MANAGEMENT INC	$5.6M	306,915	Added
11	BANK OF AMERICA CORP /DE/	$4.9M	269,858	Trimmed
12	Colorado Capital Management, Inc.	$4.4M	240,471	Added
13	Curry Webb Wealth Management LLC	$3.2M	172,639	Trimmed
14	Vontobel Holding Ltd.	$3.1M	169,363	Trimmed
15	Global Retirement Partners, LLC	$2.9M	160,215	Added
16	JANE STREET GROUP, LLC	$2.3M	127,490	Trimmed
17	Asset Allocation Strategies LLC	$2.2M	118,382	Trimmed
18	Omega Financial Group, LLC	$1.9M	103,009	Trimmed
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.9M	102,471	Trimmed
20	ISLAY CAPITAL MANAGEMENT, LLC	$1.6M	87,277	Trimmed
21	Lido Advisors, LLC	$1.4M	75,657	Trimmed
22	Csenge Advisory Group	$1.1M	62,466	Added
23	UBS Group AG	$1.1M	62,362	Trimmed
24	Great Waters Wealth Management	$870,031	47,569	Trimmed
25	Royal Bank of Canada	$868,000	47,447	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30