INVESCO EXCHANGE TRADED FD T (PBE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
102
Reporting holders
$94.1M
Reported value
0.0%
Held as options
+6
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $13.3M | 148,498 | 0.00% | 33q | +12.7%+$1.5M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.4M | 104,341 | 0.05% | 4q | +2.3%+$211.2K |
| LPL Financial LLC | $8.3M | 92,322 | 0.00% | 31q | +6.4%+$500.4K |
| UBS Group AG | $6.1M | 68,097 | 0.00% | 31q | -1.3%-$78.8K |
| BANK OF AMERICA CORP /DE/ | $5.1M | 57,290 | 0.00% | 31q | -3.4%-$179.3K |
| ROYAL BANK OF CANADA | $4.5M | 50,488 | 0.00% | 31q | -14.9%-$792.6K |
| WELLS FARGO & COMPANY/MN | $3.5M | 38,558 | 0.00% | 31q | -50.9%-$3.6M |
| Gerber Kawasaki Wealth & Investment Management | $2.8M | 31,666 | 0.08% | 31q | -10.1%-$320.4K |
| Cetera Investment Advisers | $2.3M | 25,760 | 0.00% | 15q | +11.3%+$235.0K |
| YHB Investment Advisors, Inc. | $2.1M | 23,136 | 0.13% | 31q | -5.1%-$112.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 22,250 | 0.00% | 16q | +4.2%+$79.6K |
| Institute for Wealth Management, LLC. | $1.8M | 20,218 | 0.16% | 31q | HELD |
| Penobscot Investment Management Company, Inc. | $1.7M | 19,450 | 0.12% | 12q | HELD |
| Massachusetts Wealth Management | $1.6M | 17,784 | 0.61% | 15q | HELD |
| US BANCORP \DE\ | $1.5M | 16,500 | 0.00% | 31q | HELD |
| INVESTMENT HOUSE LLC | $1.3M | 15,460 | 0.03% | 31q | +80.2%+$576.8K |
| NewEdge Wealth, LLC | $1.2M | 13,772 | 0.01% | 11q | -12.3%-$172.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 13,211 | 0.00% | 31q | -7.5%-$96.6K |
| Abbot Financial Management, Inc. | $1.1M | 12,225 | 0.37% | 31q | -1.6%-$17.9K |
| Mariner, LLC | $1.1M | 11,820 | 0.00% | 5q | -3.3%-$35.9K |
| CreativeOne Wealth, LLC | $976.5K | 10,893 | 0.02% | 16q | -10.9%-$118.9K |
| Rockefeller Capital Management L.P. | $956.9K | 10,673 | 0.00% | 23q | HELD |
| BENJAMIN EDWARDS INC | $929.4K | 10,363 | 0.01% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $913.6K | 10,186 | 0.00% | 9q | +29.1%+$206.0K |
| RAYMOND JAMES FINANCIAL INC | $904.6K | 10,090 | 0.00% | 7q | -4.5%-$42.7K |
| OSAIC HOLDINGS, INC. | $864.3K | 9,641 | 0.00% | 26q | +9.4%+$74.1K |
| Newman Dignan & Sheerar, Inc. | $840.0K | 9,370 | 0.16% | 24q | -2.1%-$17.9K |
| Farther Finance Advisors, LLC | $822.4K | 9,174 | 0.01% | 7q | -1.8%-$14.8K |
| RFG Advisory, LLC | $762.9K | 8,510 | 0.01% | 5q | HELD |
| One Capital Management, LLC | $737.5K | 9,314 | 0.02% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $723.7K | 8,073 | 0.00% | 3q | +9.1%+$60.1K |
| HighTower Advisors, LLC | $605.9K | 6,758 | 0.00% | 15q | HELD |
| Kestra Advisory Services, LLC | $593.8K | 6,623 | 0.00% | 18q | +5.5%+$30.8K |
| Archford Capital Strategies, LLC | $560.5K | 6,252 | 0.06% | 9q | +6.7%+$35.4K |
| Dynamic Advisor Solutions LLC | $483.9K | 5,398 | 0.01% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $457.2K | 5,100 | 0.02% | 31q | HELD |
| CITADEL ADVISORS LLC | $448.2K | 4,999 | 0.00% | 2q | -41.7%-$320.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $423.6K | 4,725 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $422.4K | 4,712 | 0.00% | new | NEW |
| Hills Bank & Trust Co | $403.3K | 4,499 | 0.02% | 31q | -1.3%-$5.4K |
| STIFEL FINANCIAL CORP | $389.6K | 4,346 | 0.00% | 31q | -1.5%-$5.7K |
| Creative Planning | $385.0K | 4,295 | 0.00% | 6q | -4.7%-$18.8K |
| Envision Financial Transparency, LLC | $371.2K | 4,488 | 0.32% | new | NEW |
| GOLDMAN SACHS GROUP INC | $360.7K | 4,024 | 0.00% | 8q | HELD |
| Pacific Sun Financial Corp | $328.3K | 3,662 | 0.14% | 25q | -23.8%-$102.6K |
| TWO SIGMA INVESTMENTS, LP | $304.8K | 3,400 | 0.00% | new | NEW |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $291.4K | 3,250 | 0.02% | 6q | HELD |
| Connecticut Capital Management Group, LLC | $288.5K | 3,218 | 0.23% | new | NEW |
| Stratos Wealth Partners, LTD. | $286.0K | 3,190 | 0.00% | 3q | +0.8%+$2.2K |
| BLAIR WILLIAM & CO/IL | $277.6K | 3,097 | 0.00% | 31q | +209.7%+$188.0K |
| Baird Financial Group, Inc. | $268.9K | 3,000 | 0.00% | 11q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $263.7K | 2,942 | 0.00% | 3q | +12.4%+$29.0K |
| Sowell Financial Services LLC | $262.9K | 2,933 | 0.01% | 4q | HELD |
| Joel Isaacson & Co., LLC | $253.3K | 2,825 | 0.01% | 4q | -6.6%-$17.9K |
| Western Wealth Management, LLC | $252.2K | 2,813 | 0.01% | 3q | HELD |
| Summit Financial, LLC | $249.0K | 2,778 | 0.00% | 2q | -15.7%-$46.3K |
| MML INVESTORS SERVICES, LLC | $227.2K | 2,534 | 0.00% | new | NEW |
| Wharton Business Group, LLC | $224.7K | 2,507 | 0.01% | 3q | -1.6%-$3.6K |
| VestGen Advisors, LLC | $220.4K | 2,459 | 0.01% | 6q | HELD |
| Dana Investment Advisors, Inc. | $215.2K | 2,400 | 0.01% | new | NEW |
| PFG Advisors | $211.9K | 2,364 | 0.01% | new | NEW |
| Strategic Blueprint, LLC | $208.4K | 2,324 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $169.5K | 1,890 | 0.00% | 31q | -11.9%-$22.9K |
| GLENMEDE TRUST CO NA | $166.7K | 1,860 | 0.00% | 29q | HELD |
| GeoWealth Management, LLC | $160.0K | 1,784 | 0.01% | 16q | -5.0%-$8.3K |
| Millstone Evans Group, LLC | $159.8K | 1,782 | 0.09% | 7q | HELD |
| FMR LLC | $126.1K | 1,407 | 0.00% | 22q | -1.2%-$1.5K |
| Allworth Financial LP | $114.7K | 1,279 | 0.00% | 5q | HELD |
| WEBSTER BANK, N. A. | $109.8K | 1,225 | 0.01% | 31q | -26.6%-$39.9K |
| Steward Partners Investment Advisory, LLC | $105.4K | 1,176 | 0.00% | 31q | HELD |
| Innovative Asset Advisors Group, LLC | $98.6K | 1,100 | 0.04% | 2q | HELD |
| Global Retirement Partners, LLC | $94.1K | 1,050 | 0.00% | 9q | +75.0%+$40.3K |
| Integrated Wealth Concepts LLC | $84.5K | 942 | 0.00% | new | NEW |
| IFG Advisory, LLC | $74.1K | 827 | 0.00% | new | NEW |
| BlackRock, Inc. | $59.4K | 663 | 0.00% | 8q | HELD |
| AE Wealth Management LLC | $59.0K | 658 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $58.5K | 653 | 0.00% | 21q | +5.5%+$3.0K |
| NewEdge Advisors, LLC | $58.1K | 648 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $56.3K | 628 | 0.00% | 21q | +42.4%+$16.8K |
| OAKWORTH CAPITAL, INC. | $54.8K | 611 | 0.00% | 24q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $46.3K | 516 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $45.7K | 508 | 0.00% | 9q | +1.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $42.3K | 472 | 0.00% | 16q | -6.2%-$2.8K |
| FIFTH THIRD BANCORP | $41.2K | 460 | 0.00% | 2q | +21.7%+$7.4K |
| Ashton Thomas Private Wealth, LLC | $35.9K | 400 | 0.00% | 2q | HELD |
| Financial Perspectives, Inc | $31.4K | 350 | 0.01% | 27q | HELD |
| PNC Financial Services Group, Inc. | $29.4K | 327 | 0.00% | 31q | -23.4%-$9.0K |
| Aptus Capital Advisors, LLC | $28.2K | 315 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $26.9K | 300 | 0.00% | new | FIRST |
| SIGNATUREFD, LLC | $19.1K | 213 | 0.00% | 31q | HELD |
| Financial Avengers, Inc. | $18.3K | 204 | 0.01% | 23q | +1.0% |
| ENTRUST FINANCIAL LLC | $13.4K | 150 | 0.01% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $13.4K | 150 | 0.00% | 27q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $12.5K | 140 | 0.00% | 4q | HELD |
| Prestige Wealth Management Group LLC | $6.3K | 70 | 0.00% | 3q | HELD |
| Realta Investment Advisors | $5.0K | 56 | 0.00% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $4.5K | 50 | 0.00% | 31q | HELD |
| MCGUIRE CAPITAL ADVISORS INC | $4.0K | 45 | 0.00% | 3q | HELD |
| Triumph Capital Management | $3.0K | 34 | 0.00% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.9K | 21 | 0.00% | 19q | HELD |
Showing the largest 100 of 106 reported holders.
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 102 | $94.1M | 1,052,022 | 15 | 20 | 28 | 0.0% |
| Q1 2026 | 96 | $83.2M | 1,050,874 | 7 | 21 | 24 | 0.0% |
| Q4 2025 | 102 | $85.4M | 1,039,929 | 15 | 19 | 27 | 0.0% |
| Q3 2025 | 90 | $66.0M | 943,018 | 7 | 17 | 29 | 0.0% |
| Q2 2025 | 87 | $84.8M | 1,322,139 | 3 | 14 | 33 | 0.0% |
| Q1 2025 | 87 | $81.1M | 1,278,508 | 4 | 13 | 30 | 0.0% |
| Q4 2024 | 89 | $85.3M | 1,282,651 | 5 | 16 | 30 | 0.0% |
| Q3 2024 | 92 | $89.3M | 1,279,047 | 8 | 12 | 29 | 0.0% |
| Q2 2024 | 90 | $88.1M | 1,358,956 | 7 | 25 | 18 | 0.0% |
| Q1 2024 | 90 | $100.4M | 1,551,951 | 10 | 25 | 18 | 0.0% |
| Q4 2023 | 84 | $100.5M | 1,526,160 | 8 | 24 | 22 | 0.0% |
| Q3 2023 | 82 | $70.1M | 1,229,708 | 6 | 14 | 26 | 0.0% |
| Q2 2023 | 83 | $75.4M | 1,229,963 | 6 | 19 | 18 | 0.0% |
| Q1 2023 | 86 | $76.2M | 1,213,449 | 10 | 14 | 22 | 0.0% |
| Q4 2022 | 83 | $69.9M | 1,100,936 | 18 | 12 | 18 | 0.0% |
| Q3 2022 | 86 | $65.4M | 1,110,155 | 9 | 15 | 13 | 0.0% |
| Q2 2022 | 88 | $66.9M | 1,157,925 | 5 | 9 | 25 | 0.0% |
| Q1 2022 | 89 | $61.4M | 992,057 | 8 | 12 | 28 | 0.0% |
| Q4 2021 | 101 | $85.5M | 1,201,323 | 6 | 18 | 22 | 0.0% |
| Q3 2021 | 97 | $77.1M | 1,029,501 | 7 | 11 | 21 | 0.0% |
| Q2 2021 | 94 | $70.3M | 909,676 | 11 | 16 | 16 | 0.0% |
| Q1 2021 | 88 | $65.4M | 906,303 | 7 | 17 | 21 | 0.0% |
| Q4 2020 | 80 | $60.6M | 863,913 | 8 | 11 | 26 | 0.0% |
| Q3 2020 | 73 | $52.8M | 929,421 | 5 | 13 | 17 | 0.0% |
| Q2 2020 | 77 | $53.4M | 914,428 | 10 | 15 | 18 | 0.0% |
| Q1 2020 | 75 | $46.3M | 986,956 | 5 | 9 | 28 | 0.0% |
| Q4 2019 | 78 | $61.8M | 1,107,222 | 8 | 8 | 29 | 0.0% |
| Q3 2019 | 73 | $57.7M | 1,219,373 | 5 | 9 | 20 | 0.0% |
| Q2 2019 | 78 | $67.4M | 1,258,605 | 9 | 8 | 28 | 0.0% |
| Q1 2019 | 79 | $81.3M | 1,481,428 | 8 | 16 | 22 | 0.0% |
| Q4 2018 | 70 | $75.7M | 1,605,516 | 1 | 1 | 2 | 0.0% |