IDHQ Institutional Ownership & Shareholders

INVESCO S&P INTERNATIONAL DE (IDHQ) is currently held by 129 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $548.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of IDHQ tracked by InsiderSet, reporting ownership valued at approximately $84.33M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.95M, representing an estimated gain of +0.73% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IDHQ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cedar Wealth Management, Llc, Wcg Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P INTERNATIONAL DE (IDHQ).

This page ranks the largest institutional IDHQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

129

Total Reported Value

$548.53M

Largest Holder

Lpl Financial Llc

Largest Position

$84.33M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

100

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.02%1,929,261$84,327,987$84,945,362+$617,375+0.73%
Cedar Wealth Management, Llc9.33%830,442$36,298,639$36,564,361+$265,722+0.73%
Wcg Wealth Advisors Llc0.86%827,604$36,174,517$36,439,404+$264,887+0.73%
Morgan Stanley0.00%682,386$29,827,108$30,045,456+$218,348+0.73%
Berkeley, Inc9.00%676,287$29,168,241$29,776,917+$608,676+2.09%
Cetera Investment Advisers0.02%519,665$22,714,580$22,880,850+$166,270+0.73%
Osaic Holdings, Inc.0.03%515,296$22,523,896$22,688,483+$164,587+0.73%
Concurrent Investment Advisors, Llc0.13%426,012$18,373,892$18,757,308+$383,416+2.09%
Chaney Capital Management, Inc.5.66%411,887$18,003,581$18,135,385+$131,804+0.73%
Integrated Capital Management, Llc5.93%376,873$16,254,521$16,593,718+$339,197+2.09%
Kwb Wealth1.25%340,589$14,689,596$14,996,134+$306,538+2.09%
Marks Group Wealth Management, Inc1.23%322,617$14,101,589$14,204,827+$103,238+0.73%
Elevated Financial Group Llc3.64%301,595$13,007,792$13,279,228+$271,436+2.09%
Heck Capital Advisors, Llc0.71%298,921$12,892,461$13,161,492+$269,031+2.09%
Principal Securities, Inc.0.13%244,324$10,679,402$10,757,586+$78,184+0.73%
Bos Asset Management, Llc2.49%246,776$10,643,435$10,865,547+$222,112+2.09%
Bank Of America Corp0.00%233,756$10,217,475$10,292,277+$74,802+0.73%
Raymond James Financial Inc0.00%230,478$10,074,209$10,147,946+$73,737+0.73%
Destiny Wealth Partners, Llc1.34%217,494$9,524,055$9,576,261+$52,206+0.55%
Well Done, Llc1.21%205,312$8,855,107$9,039,887+$184,780+2.09%
Thrivent Financial For Lutherans0.01%160,463$7,014,000$7,065,186+$51,186+0.73%
Cornerstone Wealth Management, Llc0.29%154,725$6,763,007$6,812,542+$49,535+0.73%
Stifel Financial Corp0.01%146,855$6,418,977$6,466,026+$47,049+0.73%
Ep Wealth Advisors, Llc0.02%141,784$6,197,379$6,242,750+$45,371+0.73%
Opes Wealth Management Llc0.84%139,643$4,939,173$6,148,481+$1,209,308+24.48%
Jones Financial Companies Lllp0.00%113,106$4,842,068$4,980,057+$137,989+2.85%
Falcon Wealth Planning0.30%107,492$4,698,488$4,732,873+$34,385+0.73%
Royal Bank Of Canada0.00%94,855$4,146,000$4,176,466+$30,466+0.73%
Leavell Investment Management, Inc.0.15%93,380$4,081,656$4,111,521+$29,865+0.73%
Jpmorgan Chase & Co0.00%90,548$3,944,274$3,986,828+$42,554+1.08%
Envestnet Asset Management Inc0.00%89,650$3,918,594$3,947,290+$28,696+0.73%
May Barnhard Investments Llc1.61%90,510$3,903,737$3,985,155+$81,418+2.09%
Truist Financial Corp0.00%77,555$3,344,947$3,414,747+$69,800+2.09%
Commonwealth Equity Services, Llc0.00%68,422$2,951,062$3,012,621+$61,559+2.09%
Breakwater Capital Group0.33%64,368$2,776,200$2,834,123+$57,923+2.09%
Jane Street Group, Llc0.00%58,864$2,572,945$2,591,782+$18,837+0.73%
Sanctuary Advisors, Llc0.01%55,032$2,405,449$2,423,059+$17,610+0.73%
Creative Financial Designs Inc0.11%54,062$2,363,043$2,380,350+$17,307+0.73%
Legacy Financial Advisors, Inc.0.28%53,221$2,326,284$2,343,321+$17,037+0.73%
Wealth Enhancement Advisory Services, Llc0.00%45,262$1,954,855$1,992,886+$38,031+1.95%
1900 Wealth Management Llc0.10%44,415$1,915,602$1,955,592+$39,990+2.09%
Steward Partners Investment Advisory, Llc0.01%41,051$1,794,321$1,807,476+$13,155+0.73%
Northstar Asset Management Llc0.67%37,942$1,658,426$1,670,586+$12,160+0.73%
Perspective Wealth Advisors Llc0.90%37,246$1,628,023$1,639,941+$11,918+0.73%
Wealth High Governance Asset Management Ltda.0.16%35,100$1,534,221$1,545,453+$11,232+0.73%
Lighthouse Wealth Management Inc.0.89%34,155$1,473,111$1,503,845+$30,734+2.09%
Private Advisor Group, Llc0.01%30,904$1,350,814$1,360,703+$9,889+0.73%
Interactive Financial Advisors, Inc.0.75%28,039$1,225,603$1,234,557+$8,954+0.73%
Octavia Wealth Advisors, Llc0.10%27,732$1,212,166$1,221,040+$8,874+0.73%
Ifp Advisors, Inc0.02%25,286$1,090,585$1,113,343+$22,758+2.09%
Showing 50 of 129

Frequently asked questions about IDHQ

  • Who are the largest institutional holders of IDHQ?

    The largest institutional holders of IDHQ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cedar Wealth Management, Llc, Wcg Wealth Advisors Llc, Morgan Stanley, and Berkeley, Inc. InsiderSet ranks institutional holders by their latest reported IDHQ position.

  • What is IDHQ institutional ownership?

    This page tracks IDHQ positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P INTERNATIONAL DE (IDHQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own IDHQ?

    InsiderSet currently tracks 129 institutional managers reporting IDHQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IDHQ shareholders.

  • How much IDHQ stock do institutions own?

    Institutional investment managers disclosed approximately $548.53M in IDHQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was IDHQ institutional ownership last updated?

    The latest IDHQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional IDHQ holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IDHQ position after the reporting date.

  • Are institutions buying or selling IDHQ?

    Institutional buying and selling can be analyzed by comparing IDHQ positions across consecutive 13F reporting periods. InsiderSet's IDHQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDHQ ownership changes.

  • How has IDHQ institutional ownership changed over time?

    InsiderSet tracks IDHQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.