Who Owns INVESCO EXCH TRADED FD TR II (PICB)? -- Institutional Holders (2026-06-30)
76 institutions reported holding $325.5M of INVESCO EXCH TRADED FD TR II (PICB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tanager Wealth Management LLP ($104.2M), MANUFACTURERS LIFE INSURANCE COMPANY, THE ($66.4M), Dunhill Financial, LLC ($51.4M), Checchi Capital Advisers, LLC ($19.3M), WELLS FARGO & COMPANY/MN ($11.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tanager Wealth Management LLP | $104.2M | 4.5M | Added |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $66.4M | 1.2M | New |
| 3 | Dunhill Financial, LLC | $51.4M | 2.2M | Added |
| 4 | Checchi Capital Advisers, LLC | $19.3M | 834,395 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $11.3M | 487,269 | Added |
| 6 | LPL Financial LLC | $10.7M | 460,908 | Added |
| 7 | Urban Financial Advisory Corp | $8.7M | 375,756 | Trimmed |
| 8 | MORGAN STANLEY | $7.3M | 316,541 | Trimmed |
| 9 | Walkner Condon Financial Advisors LLC | $6.8M | 294,945 | Added |
| 10 | 1 NORTH WEALTH SERVICES LLC | $3.6M | 156,512 | Added |
| 11 | STIFEL FINANCIAL CORP | $3.1M | 132,380 | Added |
| 12 | NOMURA ASSET MANAGEMENT CO LTD | $2.8M | 120,100 | Added |
| 13 | Rathbones Group PLC | $2.6M | 114,025 | Trimmed |
| 14 | Bristlecone Value Partners, LLC | $2.3M | 100,865 | Added |
| 15 | Private Advisor Group, LLC | $1.8M | 75,800 | Added |
| 16 | GUGGENHEIM CAPITAL LLC | $1.6M | 69,729 | Added |
| 17 | JOHNSON INVESTMENT COUNSEL INC | $1.5M | 65,819 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $1.4M | 61,039 | Added |
| 19 | Climber Capital SA | $1.4M | 60,195 | Added |
| 20 | Cerity Partners LLC | $1.0M | 43,847 | Hold |
| 21 | Fortis Group Advisors, LLC | $947,401 | 40,907 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $926,600 | 40,009 | Added |
| 23 | Grey Fox Wealth Advisors, LLC | $830,207 | 35,847 | Trimmed |
| 24 | VERITY Wealth Advisors | $828,896 | 35,790 | Added |
| 25 | Millington Financial Advisors, LLC | $766,586 | 33,186 | Added |
Source: SEC Form 13F filings · as of 2026-06-30