INVESCO EXCHANGE TRADED FD T (PBJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
50
Reporting holders
$24.4M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Mainsail Financial Group, LLC | $6.0M | 127,043 | 2.03% | 15q | +22.4%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $2.8M | 59,628 | 0.00% | 31q | -29.6%-$1.2M |
| HOWE & RUSLING INC | $2.0M | 41,761 | 0.11% | 16q | -2.8%-$56.8K |
| RAYMOND JAMES FINANCIAL INC | $1.9M | 40,283 | 0.00% | 7q | +42.9%+$569.7K |
| Sage Capital Management, LLC | $1.8M | 38,628 | 0.71% | 11q | -10.7%-$218.7K |
| LPL Financial LLC | $1.6M | 34,340 | 0.00% | 31q | HELD |
| MORGAN STANLEY | $1.3M | 27,807 | 0.00% | 33q | +7.3%+$88.7K |
| PRINCIPAL SECURITIES, INC. | $1.2M | 25,888 | 0.01% | 11q | HELD |
| ROYAL BANK OF CANADA | $844.0K | 17,904 | 0.00% | 31q | +74.5%+$360.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $820.4K | 17,406 | 0.00% | 22q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $512.5K | 10,874 | 0.00% | 3q | -28.7%-$205.9K |
| Cetera Investment Advisers | $506.6K | 10,747 | 0.00% | 10q | -10.3%-$58.3K |
| UBS Group AG | $425.9K | 9,036 | 0.00% | 31q | -33.4%-$214.0K |
| OSAIC HOLDINGS, INC. | $311.3K | 6,598 | 0.00% | 26q | +17.6%+$46.7K |
| Verity Asset Management, Inc. | $292.5K | 6,207 | 0.11% | new | NEW |
| Phoenix Wealth Advisors | $263.5K | 5,590 | 0.09% | 3q | -0.9%-$2.4K |
| IHT Wealth Management, LLC | $262.2K | 5,564 | 0.01% | 3q | HELD |
| HighTower Advisors, LLC | $248.9K | 5,281 | 0.00% | 22q | -1.2%-$3.1K |
| Kovack Advisors, Inc. | $233.4K | 4,927 | 0.01% | 15q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $223.8K | 4,748 | 0.03% | new | FIRST |
| CALDWELL SUTTER CAPITAL, INC. | $157.0K | 3,330 | 0.06% | 15q | HELD |
| GeoWealth Management, LLC | $142.1K | 3,015 | 0.00% | 2q | +277.8%+$104.5K |
| JONES FINANCIAL COMPANIES LLLP | $137.0K | 2,863 | 0.00% | 9q | -6.8%-$10.0K |
| Steward Partners Investment Advisory, LLC | $57.0K | 1,209 | 0.00% | 29q | HELD |
| FMR LLC | $40.1K | 851 | 0.00% | 13q | +2.7%+$1.0K |
| US BANCORP \DE\ | $36.2K | 768 | 0.00% | 28q | HELD |
| JPMORGAN CHASE & CO | $33.5K | 702 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $28.3K | 600 | 0.00% | 10q | HELD |
| Parallel Advisors, LLC | $27.0K | 573 | 0.00% | 3q | -41.8%-$19.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $23.6K | 500 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $21.7K | 461 | 0.00% | 16q | HELD |
| HARBOUR INVESTMENTS, INC. | $21.4K | 455 | 0.00% | 3q | HELD |
| FIRST HORIZON CORP | $17.2K | 364 | 0.00% | 4q | HELD |
| Regatta Research & Money Management | $13.7K | 290 | 0.01% | new | FIRST |
| Allied Private Wealth LLC | $12.9K | 268 | 0.01% | new | FIRST |
| PNC Financial Services Group, Inc. | $12.5K | 266 | 0.00% | 8q | HELD |
| BlackRock, Inc. | $11.5K | 244 | 0.00% | 3q | HELD |
| Abound Wealth Management | $9.4K | 200 | 0.00% | 16q | HELD |
| Global Retirement Partners, LLC | $8.1K | 172 | 0.00% | 4q | +0.6% |
| Institute for Wealth Management, LLC. | $7.1K | 151 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $5.8K | 123 | 0.00% | 6q | -72.6%-$15.4K |
| MCF Advisors LLC | $4.7K | 100 | 0.00% | 8q | HELD |
| Continuum Advisory, LLC | $2.4K | 50 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.4K | 50 | 0.00% | 19q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.1K | 44 | 0.00% | 3q | HELD |
| Princeton Global Asset Management LLC | $1.2K | 25 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO | $671 | 14 | 0.00% | 23q | HELD |
| WEDBUSH SECURITIES INC | $419 | 8,883 | 0.01% | 24q | +1.5% |
| Farther Finance Advisors, LLC | $299 | 6 | 0.00% | 4q | -87.8%-$2.1K |
| Ashton Thomas Private Wealth, LLC | $283 | 6 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $10 | 0 | 0.00% | 31q | HELD |
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 | 50 | $24.4M | 517,960 | 4 | 8 | 12 | 0.0% |
| Q1 2026 | 51 | $27.1M | 553,687 | 9 | 13 | 12 | 0.0% |
| Q4 2025 | 50 | $41.0M | 914,660 | 13 | 8 | 17 | 0.0% |
| Q3 2025 | 46 | $46.2M | 1,007,614 | 10 | 5 | 16 | 0.0% |
| Q2 2025 | 44 | $48.6M | 1,027,831 | 3 | 12 | 10 | 0.0% |
| Q1 2025 | 48 | $31.6M | 686,294 | 6 | 10 | 16 | 0.0% |
| Q4 2024 | 46 | $35.5M | 763,420 | 2 | 9 | 13 | 0.0% |
| Q3 2024 | 48 | $46.2M | 956,645 | 5 | 11 | 13 | 0.0% |
| Q2 2024 | 54 | $38.9M | 853,123 | 7 | 9 | 20 | 0.0% |
| Q1 2024 | 50 | $51.3M | 1,053,206 | 7 | 8 | 18 | 0.0% |
| Q4 2023 | 54 | $58.1M | 1,267,188 | 3 | 11 | 27 | 0.0% |
| Q3 2023 | 73 | $114.9M | 2,712,919 | 5 | 13 | 30 | 0.0% |
| Q2 2023 | 82 | $180.3M | 3,829,715 | 11 | 21 | 29 | 0.0% |
| Q1 2023 | 84 | $195.6M | 4,378,417 | 13 | 23 | 27 | 0.0% |
| Q4 2022 | 79 | $175.8M | 3,875,061 | 15 | 24 | 17 | 0.0% |
| Q3 2022 | 81 | $160.1M | 3,806,930 | 14 | 25 | 20 | 0.0% |
| Q2 2022 | 83 | $142.5M | 3,247,899 | 26 | 29 | 10 | 0.0% |
| Q1 2022 | 62 | $66.6M | 1,441,376 | 14 | 23 | 8 | 0.0% |
| Q4 2021 | 52 | $45.3M | 1,005,407 | 10 | 17 | 6 | 0.0% |
| Q3 2021 | 44 | $28.5M | 676,285 | 5 | 13 | 10 | 0.0% |
| Q2 2021 | 45 | $26.1M | 621,230 | 8 | 15 | 7 | 0.0% |
| Q1 2021 | 40 | $17.1M | 427,937 | 10 | 11 | 5 | 0.0% |
| Q4 2020 | 35 | $14.2M | 394,469 | 5 | 9 | 10 | 0.0% |
| Q3 2020 | 32 | $22.5M | 689,118 | 4 | 7 | 10 | 0.0% |
| Q2 2020 | 33 | $15.2M | 487,127 | 8 | 7 | 7 | 0.0% |
| Q1 2020 | 29 | $11.7M | 418,290 | 4 | 5 | 8 | 0.0% |
| Q4 2019 | 35 | $19.8M | 575,115 | 3 | 9 | 8 | 0.0% |
| Q3 2019 | 37 | $18.7M | 530,896 | 4 | 5 | 11 | 0.0% |
| Q2 2019 | 34 | $20.8M | 622,027 | 6 | 8 | 8 | 0.0% |
| Q1 2019 | 34 | $19.1M | 575,196 | 5 | 4 | 9 | 0.0% |
| Q4 2018 | 32 | $19.1M | 643,454 | 1 | 1 | 1 | 0.0% |