Who Owns INVESCO EXCH TRADED FD TR II (SOXQ)? -- Institutional Holders (2026-06-30)

179 institutions reported holding $546.6M of INVESCO EXCH TRADED FD TR II (SOXQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($103.1M), LPL Financial LLC ($44.5M), EAGLE GLOBAL ADVISORS LLC ($37.6M), CITIGROUP INC ($26.2M), CONDOR CAPITAL MANAGEMENT ($20.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$103.1M919,311Added
2LPL Financial LLC$44.5M396,580Added
3EAGLE GLOBAL ADVISORS LLC$37.6M335,503Added
4CITIGROUP INC$26.2M233,959Trimmed
5CONDOR CAPITAL MANAGEMENT$20.8M185,688Trimmed
6BANK OF AMERICA CORP /DE/$19.2M171,333Added
7D. E. Shaw & Co., Inc.$17.6M157,360Added
8NorthRock Partners, LLC$17.3M154,414Trimmed
9Cambridge Investment Research Advisors, Inc.$16.6M148,525Added
10MEITAV INVESTMENT HOUSE LTD$15.5M137,840Added
11EXCHANGE TRADED CONCEPTS, LLC$15.3M136,248New
12NATIONAL BANK OF CANADA /FI/$15.2M135,395Trimmed
13RAYMOND JAMES FINANCIAL INC$11.9M106,113Added
14CITADEL ADVISORS LLC$9.8M87,600Added
15VestGen Advisors, LLC$9.0M80,306Trimmed
16AMERIPRISE FINANCIAL INC$8.1M72,024Added
17ABSOLUTE CAPITAL MANAGEMENT, LLC$7.6M67,900Hold
18SG Americas Securities, LLC$6.6M58,488Added
19Corient Private Wealth LLC$6.3M56,596Added
20Meridian Wealth Management, LLC$6.2M55,677Added
21Capital Investment Advisors, LLC$5.7M50,982Added
22Royal Bank of Canada$5.7M50,709Added
23Mirae Asset Global Investments Co., Ltd.$5.6M50,000Trimmed
24MARSHALL INVESTMENT MANAGEMENT, LLC$5.3M47,555Added
25OSAIC HOLDINGS, INC.$5.2M46,235Added

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