9 institutions reported holding $1.2M of INVESCO EXCH TRADED FD TR II (SATO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fortis Group Advisors, LLC ($939,314), JANE STREET GROUP, LLC ($263,757), Farther Finance Advisors, LLC ($16,263), UBS Group AG ($3,220), SIMPLEX TRADING, LLC ($1,138). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fortis Group Advisors, LLC | $939,314 | 57,757 | New |
| 2 | JANE STREET GROUP, LLC | $263,757 | 16,218 | Added |
| 3 | Farther Finance Advisors, LLC | $16,263 | 1,000 | Hold |
| 4 | UBS Group AG | $3,220 | 198 | New |
| 5 | SIMPLEX TRADING, LLC | $1,138 | 70 | Hold |
| 6 | MORGAN STANLEY | $21 | 1 | Hold |
| 7 | CreativeOne Wealth, LLC | $0 | 0 | Exited |
| 8 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 9 | HighMark Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30