HolderBook

INVESCO EXCHANGE TRADED FD T (DJD)

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

96
Reporting holders
$153.3M
Reported value
0.0%
Held as options
+7
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$32.6M515,2130.01%30qHELD
CIBC WORLD MARKET INC.$29.8M470,4130.05%12q-3.0%-$912.8K
MRA Advisory Group$16.0M252,7995.81%17q+1.6%+$245.2K
BANK OF AMERICA CORP /DE/$9.4M147,7560.00%31q-3.6%-$352.5K
ABSOLUTE CAPITAL MANAGEMENT, LLC$7.6M119,6001.89%2q+8.6%+$602.0K
Integrated Wealth Concepts LLC$4.6M71,8110.02%16q+3.3%+$143.6K
ENVESTNET ASSET MANAGEMENT INC$3.4M53,5970.00%22q+32.6%+$834.1K
WCG Wealth Advisors LLC$3.1M48,1770.07%2q+4.5%+$132.0K
Cetera Investment Advisers$2.7M42,8000.00%23q-11.7%-$358.5K
OSAIC HOLDINGS, INC.$2.7M41,8640.00%26q+9.7%+$233.6K
RAYMOND JAMES FINANCIAL INC$2.6M41,2570.00%7q-1.9%-$51.2K
Kestra Advisory Services, LLC$2.6M40,9020.01%18q+3.0%+$75.4K
World Investment Advisors$2.3M36,3080.04%3q-3.6%-$84.1K
COMMONWEALTH EQUITY SERVICES, LLC$2.0M31,7970.00%31q+7.8%+$146.0K
Venture Visionary Partners LLC$2.0M31,2490.06%11qHELD
RETIREMENT PLANNING GROUP, LLC / NY$1.8M29,1641.01%7q-1.6%-$31.0K
PW Nova Financial Services LLC$1.7M26,4670.36%2q-1.7%-$28.6K
Keebeck Wealth Management$1.7M26,3900.16%10qHELD
LEVEL FOUR ADVISORY SERVICES, LLC$1.6M25,0840.04%25q-1.0%-$16.2K
ROYAL BANK OF CANADA$1.5M23,6760.00%26q+68.1%+$608.0K
Private Advisor Group, LLC$1.2M19,7020.01%6q+22.1%+$226.0K
CreativeOne Wealth, LLC$1.2M18,4680.03%2qHELD
Regatta Research & Money Management$1.1M17,6441.06%newFIRST
PRINCIPAL SECURITIES, INC.$998.3K15,7530.01%11q+3.6%+$35.0K
Wealthcare Advisory Partners LLC$986.5K15,5670.02%14q+9.2%+$83.5K
JONES FINANCIAL COMPANIES LLLP$945.9K14,8960.00%8q+29.5%+$215.3K
STIFEL FINANCIAL CORP$842.2K13,2900.00%30q-14.5%-$142.6K
MML INVESTORS SERVICES, LLC$783.8K12,3690.00%11q+129.1%+$441.7K
CIBC Bancorp USA Inc.$665.5K10,5010.00%2q+5.0%+$31.7K
GOLDMAN SACHS GROUP INC$659.5K10,4070.00%4qHELD
HARBOUR INVESTMENTS, INC.$626.1K9,8800.01%19q-1.4%-$9.0K
Merit Financial Group, LLC$575.9K9,0880.00%17q+90.0%+$272.7K
Three Cord True Wealth Management, LLC$535.0K8,4420.25%7q-3.8%-$21.1K
NTV Asset Management LLC$526.8K8,3130.05%22q-6.9%-$38.8K
Storen Legacy Partners, LLC$518.3K8,1790.14%3q+0.6%+$3.2K
WealthPlan Investment Management, LLC$515.4K8,1330.03%7q-5.1%-$27.7K
Seek First Inc.$503.6K7,9470.32%newNEW
UBS Group AG$492.4K7,7700.00%14q-15.2%-$88.5K
Astoria Portfolio Advisors LLC.$468.9K7,4000.08%15qHELD
Prime Capital Investment Advisors, LLC$399.5K6,3040.00%2q+13.1%+$46.4K
Kovack Advisors, Inc.$394.8K6,2070.02%3q-2.2%-$8.9K
SeaCrest Wealth Management, LLC$385.5K6,0830.04%newNEW
KINGSWOOD WEALTH ADVISORS, LLC$358.2K5,6530.01%2qHELD
Essex Financial Services, Inc.$354.4K5,5920.02%5qHELD
Focus Partners Wealth$351.6K5,5480.00%3qHELD
OPPENHEIMER & CO INC$304.0K4,7980.00%newNEW
Stratos Wealth Partners, LTD.$296.3K4,6760.00%3q+3.6%+$10.3K
Mariner, LLC$294.8K4,6520.00%2q+5.9%+$16.3K
Krilogy Financial LLC$282.8K4,4630.01%4qHELD
Regal Investment Advisors LLC$273.9K4,3220.01%2q+5.5%+$14.4K
FMR LLC$262.5K4,1420.00%18q+52.7%+$90.6K
Creekside Partners$253.5K4,0000.09%8qHELD
Prospera Financial Services Inc$253.1K3,9920.00%5qHELD
HighTower Advisors, LLC$243.7K3,8460.00%4q-3.5%-$8.8K
First Heartland Consultants, Inc.$227.7K3,5930.01%5qHELD
IFP Advisors, Inc$219.6K3,4660.00%30qHELD
Spectrum Planning & Advisory Services Inc.$213.8K3,3740.10%newNEW
Creative Planning$209.9K3,3130.00%3q-17.9%-$45.7K
CAHILL FINANCIAL ADVISORS INC$201.6K3,1810.02%newNEW
HHM Wealth Advisors, LLC$198.9K3,1390.02%15qHELD
RMG Wealth Management LLC$161.0K2,8580.02%newNEW
MORGAN STANLEY$134.9K2,1290.00%15q+7.1%+$9.0K
Capital Investment Advisory Services, LLC$134.4K2,1210.01%newNEW
Aptus Capital Advisors, LLC$134.4K2,1210.00%newNEW
BANK OF MONTREAL /CAN/$125.6K1,9820.00%13q+160.8%+$77.4K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$96.4K1,5220.00%15q-0.9%
Pflug Koory, LLC$94.2K1,4870.04%16qHELD
Synergy Investment Management, LLC$63.4K1,0000.02%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$52.8K8330.00%newNEW
Steward Partners Investment Advisory, LLC$50.7K8010.00%3q+0.8%
Asset Dedication, LLC$50.1K7910.00%8qHELD
Bogart Wealth, LLC$42.0K6620.00%newNEW
IFG Advisory, LLC$40.1K6320.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$39.8K6250.00%3qHELD
Institute for Wealth Management, LLC.$38.9K6140.00%newNEW
SJS Investment Consulting Inc.$34.0K5370.00%newNEW
AE Wealth Management LLC$34.0K5360.00%7q-8.5%-$3.2K
Medallion Wealth Advisors, LLC$28.5K4500.01%7qHELD
Geneos Wealth Management Inc.$27.5K4350.00%33qHELD
SYM FINANCIAL Corp$25.9K4080.00%2q+0.7%
Farther Finance Advisors, LLC$24.3K3830.00%3qHELD
VANGUARD ADVISERS INC$20.1K3170.00%2qHELD
Tradewinds Capital Management, LLC$19.9K3140.00%2q+0.6%
US BANCORP \DE\$17.1K2700.00%newNEW
AdvisorNet Financial, Inc$9.5K1500.00%10qHELD
VAN DEN BERG MANAGEMENT I, INC$9.5K1500.00%15qHELD
Fairscale Capital, LLC$7.9K1250.00%9q-37.5%-$4.8K
WELLS FARGO & COMPANY/MN$6.3K1000.00%28q+4900.0%+$6.2K
Capital Investment Counsel, Inc$6.3K1000.00%newNEW
EverSource Wealth Advisors, LLC$4.8K750.00%4q-25.0%-$1.6K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.5K560.00%2qHELD
Costello Asset Management, INC$3.4K540.00%5qHELD
Private Wealth Asset Management, LLC$2.9K460.00%4qHELD
Global Retirement Partners, LLC$2.5K400.00%16qHELD
Janney Montgomery Scott LLC$1.4K21,3110.00%22q-0.8%
Cambridge Investment Research Advisors, Inc.$73611,6060.00%29q+123.4%
Clearstead Advisors, LLC$25440.00%2qHELD
PNC Financial Services Group, Inc.$3910.00%newNEW

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 202696$153.3M2,419,1461628210.0%
Q1 202689$153.6M2,571,0691625230.0%
Q4 202581$142.2M2,487,6261616170.0%
Q3 202567$129.0M2,337,1581014140.0%
Q2 202562$135.4M2,545,070821180.0%
Q1 202561$125.5M2,378,174919130.0%
Q4 202461$93.3M1,839,296717110.0%
Q3 202454$87.8M1,671,103711180.0%
Q2 202455$82.4M1,740,644816150.0%
Q1 202453$87.4M1,822,217716180.0%
Q4 202357$120.6M2,620,792820160.0%
Q3 202352$93.9M2,270,838316180.0%
Q2 202357$96.7M2,280,846618170.0%
Q1 202352$95.1M2,224,5121014160.0%
Q4 202250$104.4M2,392,0511217150.0%
Q3 202251$85.6M2,281,99392090.0%
Q2 202249$82.4M1,954,929819120.0%
Q1 202245$68.8M1,495,20682190.0%
Q4 202142$58.5M1,287,374615130.0%
Q3 202139$49.6M1,161,94881480.0%
Q2 202138$45.8M1,041,091131380.0%
Q1 202129$31.0M718,8639770.0%
Q4 202026$102.9M2,692,1914760.0%
Q3 202026$22.8M660,6655880.0%
Q2 202026$62.6M1,872,5758680.0%
Q1 202020$11.6M388,1055850.0%
Q4 201923$30.0M760,36141140.0%
Q3 201921$26.3M707,8946850.0%
Q2 201916$13.1M354,5532920.0%
Q1 201917$18.2M499,5759500.0%
Q4 201810$3.1M92,0611010.0%