HolderBook

INVESCO EXCHANGE TRADED FD T (CSD)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

52
Reporting holders
$96.2M
Reported value
0.0%
Held as options
+12
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LPL Financial LLC$16.0M106,6750.00%6q+277.9%+$11.7M
RAYMOND JAMES FINANCIAL INC$10.3M68,6680.00%5q+1990.4%+$9.8M
BANK OF AMERICA CORP /DE/$7.8M52,2520.00%31q+172.9%+$5.0M
Chicago Partners Investment Group LLC$7.7M56,7150.15%31qHELD
Brookstone Capital Management$6.9M46,3890.07%newNEW
Private Advisor Group, LLC$6.8M45,6180.03%4q+23.2%+$1.3M
COMMONWEALTH EQUITY SERVICES, LLC$4.5M29,8750.01%31q+640.8%+$3.9M
SBI Okasan Asset Management Co.Ltd.$3.6M24,4600.12%newNEW
TWO SIGMA INVESTMENTS, LP$3.0M19,7000.00%newNEW
OSAIC HOLDINGS, INC.$2.9M19,5340.00%26q+62.4%+$1.1M
Del-Sette Capital Management, LLC$2.6M17,4161.52%2q+151.9%+$1.6M
Institute for Wealth Management, LLC.$2.4M15,7580.21%31qHELD
AMERIPRISE FINANCIAL INC$2.2M14,9050.00%5q-27.0%-$825.6K
MORGAN STANLEY$2.2M14,7820.00%33q+40.1%+$633.3K
NewEdge Advisors, LLC$2.1M14,0620.01%newNEW
JONES FINANCIAL COMPANIES LLLP$1.6M11,0160.00%9q+140.3%+$939.3K
Occidental Asset Management, LLC$1.5M10,0000.15%33qHELD
Peak Asset Management, LLC$1.5M9,9310.22%31qHELD
GOLDMAN SACHS GROUP INC$1.4M9,5890.00%newNEW
Sigma Planning Corp$1.4M9,1200.03%newNEW
Integrated Wealth Concepts LLC$1.1M7,6190.01%2q+99.3%+$568.6K
Phocas Financial Corp.$1.1M7,4000.15%31qHELD
Regatta Research & Money Management$968.1K6,4650.92%newFIRST
Hikari Tsushin, Inc.$734.2K4,9030.05%10qHELD
FIRST MANHATTAN CO. LLC.$676.1K4,5150.00%4qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$478.9K3,1980.00%3q-8.2%-$42.5K
HighTower Advisors, LLC$453.9K3,0310.00%23q+7.7%+$32.5K
Fulcrum Equity Management$348.6K2,3280.26%3q+13.4%+$41.2K
CITIZENS FINANCIAL GROUP INC/RI$344.4K2,3000.00%4qHELD
Cetera Investment Advisers$276.3K1,8450.00%2q+2.4%+$6.4K
FIRST NATIONAL BANK SIOUX FALLS$219.2K1,7670.06%2qHELD
Freestone Capital Holdings, LLC$201.7K1,3470.01%newNEW
RAFFA WEALTH MANAGEMENT, LLC$138.1K9220.02%28qHELD
MERCER GLOBAL ADVISORS INC /ADV$123.5K8250.00%newNEW
JPMORGAN CHASE & CO$118.8K8150.00%newNEW
BLAIR WILLIAM & CO/IL$61.4K4100.00%31qHELD
Global Retirement Partners, LLC$60.3K4030.00%newNEW
Allworth Financial LP$59.9K4000.00%11qHELD
Costello Asset Management, INC$53.4K3560.02%6qHELD
CITIGROUP INC$36.4K2430.00%31qHELD
Harbor Asset Planning, Inc.$32.1K2150.02%5qHELD
FMR LLC$28.6K1910.00%9q+5.5%+$1.5K
WELLS FARGO & COMPANY/MN$16.5K1100.00%31q-50.0%-$16.5K
DUNCKER STREETT & CO INC$15.0K1000.00%27qHELD
BlackRock, Inc.$15.0K1000.00%newNEW
Federation des caisses Desjardins du Quebec$15.0K1000.00%newNEW
Farther Finance Advisors, LLC$9.9K660.00%2q+312.5%+$7.5K
AE Wealth Management LLC$7.5K500.00%7qHELD
PNC Financial Services Group, Inc.$6.3K420.00%newNEW
UBS Group AG$2.8K190.00%newNEW
Founders Financial Alliance, LLC$1.6K110.00%newNEW
Thrivent Financial for Lutherans$1.6K10,4190.00%2q+3.7%
Millstone Evans Group, LLC$1.0K70.00%newNEW
Cambridge Investment Research Advisors, Inc.$9246,1740.00%newNEW
Betterment LLC$5653,7760.00%2q+67.9%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202652$96.2M648,568161530.0%
Q1 202640$32.7M282,41910840.0%
Q4 202534$22.8M221,8395390.0%
Q3 202531$21.9M232,6944640.0%
Q2 202530$15.1M177,7653570.0%
Q1 202528$14.5M193,9236240.0%
Q4 202425$24.3M293,5633130.0%
Q3 202423$11.9M146,9590250.0%
Q2 202425$11.0M154,0983160.0%
Q1 202426$13.4M190,1793270.0%
Q4 202327$11.4M178,9905370.0%
Q3 202325$9.9M180,0131270.0%
Q2 202324$10.2M177,5540450.0%
Q1 202327$10.3M183,2592170.0%
Q4 202227$11.9M219,0312370.0%
Q3 202231$12.9M263,9022370.0%
Q2 202232$13.1M256,3411570.0%
Q1 202235$17.8M302,5784590.0%
Q4 202135$16.9M275,3111570.0%
Q3 202132$16.8M265,5532460.0%
Q2 202133$17.2M267,1022680.0%
Q1 202133$18.6M292,4354970.0%
Q4 202031$17.9M315,99434110.0%
Q3 202029$15.4M349,02103160.0%
Q2 202031$16.2M422,63424120.0%
Q1 202037$17.0M589,50823190.0%
Q4 201943$32.3M638,85765150.0%
Q3 201942$47.6M1,025,06565200.0%
Q2 201938$50.7M1,019,81556180.0%
Q1 201945$60.2M1,188,39068140.0%
Q4 201845$58.5M1,369,5531020.0%