INVESCO EXCHANGE TRADED FD T (PBP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
62
Reporting holders
$236.5M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | $142.4M | 6,220,000 | 2.33% | 4q | HELD |
| MORGAN STANLEY | $18.9M | 827,089 | 0.00% | 33q | +4.0%+$726.5K |
| MAI Capital Management | $11.7M | 512,601 | 0.04% | 7q | +11.7%+$1.2M |
| United Community Bank | $11.4M | 496,225 | 3.51% | 6q | +3.0%+$331.5K |
| BANK OF AMERICA CORP /DE/ | $6.2M | 268,775 | 0.00% | 31q | +31.1%+$1.5M |
| Fifth Third Securities, Inc. | $5.1M | 222,453 | 0.29% | 7q | +34.3%+$1.3M |
| LPL Financial LLC | $5.0M | 216,809 | 0.00% | 31q | +5.8%+$270.4K |
| Creative Planning | $3.6M | 157,604 | 0.00% | 7q | -11.0%-$445.8K |
| Mount Lucas Management LP | $3.2M | 138,716 | 1.13% | 14q | +0.6%+$17.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 124,231 | 0.00% | 31q | +4.0%+$109.0K |
| WELLS FARGO & COMPANY/MN | $2.6M | 114,786 | 0.00% | 31q | -49.8%-$2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.9M | 84,477 | 0.03% | 31q | -4.2%-$84.3K |
| Cullen/Frost Bankers, Inc. | $1.9M | 83,378 | 0.02% | 30q | -30.2%-$827.7K |
| AMERIPRISE FINANCIAL INC | $1.8M | 80,091 | 0.00% | 11q | -43.3%-$1.4M |
| ASSETMARK, INC | $1.7M | 72,080 | 0.00% | 9q | +24.9%+$329.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 71,091 | 0.00% | 3q | +181.1%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 66,263 | 0.00% | 7q | -33.4%-$762.0K |
| Omega Financial Group, LLC | $1.3M | 58,201 | 0.41% | 26q | -1.8%-$24.4K |
| MML INVESTORS SERVICES, LLC | $1.0M | 45,313 | 0.00% | 5q | +20.7%+$178.3K |
| Avidian Wealth Enterprises, LLC | $1.0M | 44,550 | 0.03% | new | NEW |
| ROYAL BANK OF CANADA | $954.0K | 41,675 | 0.00% | 31q | -4.4%-$44.2K |
| CENTRAL TRUST Co | $818.4K | 35,738 | 0.01% | 30q | HELD |
| Corient Private Wealth LP | $651.5K | 28,448 | 0.00% | 15q | +100.0%+$325.7K |
| Arax Advisory Partners | $628.2K | 27,430 | 0.00% | 3q | +60.2%+$236.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $536.0K | 23,404 | 0.00% | 19q | +0.9%+$4.9K |
| Concurrent Investment Advisors, LLC | $505.1K | 22,059 | 0.00% | new | NEW |
| AlphaCentric Advisors LLC | $495.3K | 21,627 | 0.42% | 11q | +2.6%+$12.8K |
| STIFEL FINANCIAL CORP | $479.8K | 20,952 | 0.00% | 7q | +4.7%+$21.7K |
| HighTower Advisors, LLC | $417.5K | 18,230 | 0.00% | 31q | HELD |
| Envestnet Portfolio Solutions, Inc. | $373.7K | 16,317 | 0.00% | 7q | -4.2%-$16.6K |
| CITIZENS FINANCIAL GROUP INC/RI | $323.3K | 14,117 | 0.00% | 3q | +3.9%+$12.1K |
| Dynamic Advisor Solutions LLC | $304.9K | 13,313 | 0.01% | 6q | -3.6%-$11.4K |
| Atria Investments, Inc | $303.1K | 13,235 | 0.00% | new | NEW |
| FIRST CITIZENS BANK & TRUST CO | $302.9K | 13,225 | 0.00% | 2q | -3.7%-$11.5K |
| TMB Capital Partners, LLC | $296.2K | 12,935 | 0.09% | 3q | +8.0%+$22.0K |
| Roan Capital Partners | $276.9K | 12,092 | 0.23% | 2q | HELD |
| CITADEL ADVISORS LLC | $271.0K | 11,832 | 0.00% | 2q | -70.0%-$632.7K |
| Kestra Advisory Services, LLC | $269.7K | 11,777 | 0.00% | 3q | +1.9%+$4.9K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $258.4K | 11,283 | 0.01% | 25q | -3.0%-$7.9K |
| OneDigital Investment Advisors LLC | $220.5K | 9,630 | 0.00% | 5q | HELD |
| Summit Financial, LLC | $200.9K | 8,771 | 0.00% | new | NEW |
| Provenance Wealth Advisors, LLC | $159.9K | 6,981 | 0.02% | 12q | HELD |
| IAG Wealth Partners, LLC | $158.4K | 6,917 | 0.02% | 2q | HELD |
| Rockefeller Capital Management L.P. | $114.2K | 4,989 | 0.00% | 4q | +9.8%+$10.2K |
| AdvisorNet Financial, Inc | $62.2K | 2,715 | 0.00% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $57.3K | 2,501 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $43.1K | 1,881 | 0.00% | 26q | -20.7%-$11.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $41.5K | 1,811 | 0.00% | new | NEW |
| Strive Financial Group ,LLC | $38.0K | 1,660 | 0.01% | 3q | +95.8%+$18.6K |
| Founders Financial Alliance, LLC | $33.2K | 1,451 | 0.00% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $30.4K | 1,326 | 0.00% | 7q | HELD |
| Ameritas Investment Partners, Inc. | $18.1K | 792 | 0.00% | 31q | HELD |
| HARBOUR INVESTMENTS, INC. | $15.4K | 671 | 0.00% | 7q | HELD |
| Allworth Financial LP | $13.2K | 578 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $12.0K | 525 | 0.00% | 2q | HELD |
| FMR LLC | $9.2K | 400 | 0.00% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $6.2K | 269,867 | 0.04% | new | NEW |
| Thrivent Financial for Lutherans | $3.3K | 143,816 | 0.01% | 3q | +5.7% |
| FIFTH THIRD BANCORP | $3.2K | 139 | 0.00% | 4q | HELD |
| Virginia Estate & Retirement Planning Advisors Inc. | $2.9K | 39 | 0.00% | new | NEW |
| BlackRock, Inc. | $2.7K | 118 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.6K | 68 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $733 | 32 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $229 | 10 | 0.00% | 12q | HELD |
| Capital Advisors, Ltd. LLC | $174 | 7,606 | 0.02% | 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 | 62 | $236.5M | 10,328,427 | 11 | 21 | 14 | 0.0% |
| Q1 2026 | 55 | $224.9M | 10,225,728 | 9 | 22 | 11 | 0.0% |
| Q4 2025 | 52 | $241.2M | 10,567,283 | 10 | 17 | 10 | 0.0% |
| Q3 2025 | 48 | $225.9M | 10,211,402 | 7 | 16 | 9 | 0.0% |
| Q2 2025 | 48 | $89.8M | 4,106,259 | 4 | 17 | 14 | 0.0% |
| Q1 2025 | 53 | $80.0M | 3,607,707 | 8 | 20 | 8 | 0.0% |
| Q4 2024 | 55 | $53.5M | 2,268,604 | 14 | 16 | 8 | 0.0% |
| Q3 2024 | 50 | $45.2M | 1,977,686 | 6 | 15 | 11 | 0.0% |
| Q2 2024 | 49 | $46.0M | 2,076,202 | 7 | 12 | 14 | 0.0% |
| Q1 2024 | 46 | $72.5M | 3,223,759 | 4 | 11 | 10 | 0.0% |
| Q4 2023 | 46 | $61.0M | 2,812,827 | 3 | 7 | 15 | 0.0% |
| Q3 2023 | 46 | $41.2M | 1,931,319 | 2 | 10 | 15 | 0.0% |
| Q2 2023 | 43 | $41.0M | 1,851,719 | 3 | 12 | 15 | 0.0% |
| Q1 2023 | 43 | $39.6M | 1,866,972 | 4 | 11 | 16 | 0.0% |
| Q4 2022 | 48 | $59.0M | 2,936,681 | 10 | 16 | 11 | 0.0% |
| Q3 2022 | 56 | $46.3M | 2,449,573 | 6 | 16 | 17 | 0.0% |
| Q2 2022 | 57 | $53.4M | 2,561,708 | 8 | 18 | 12 | 0.0% |
| Q1 2022 | 61 | $67.6M | 2,911,115 | 9 | 14 | 20 | 0.0% |
| Q4 2021 | 63 | $67.9M | 2,938,474 | 11 | 17 | 21 | 0.0% |
| Q3 2021 | 51 | $63.2M | 2,748,038 | 1 | 15 | 21 | 0.0% |
| Q2 2021 | 55 | $62.7M | 2,765,184 | 5 | 14 | 24 | 0.0% |
| Q1 2021 | 50 | $60.5M | 2,795,692 | 4 | 9 | 20 | 0.0% |
| Q4 2020 | 57 | $66.9M | 3,262,511 | 5 | 9 | 24 | 0.0% |
| Q3 2020 | 63 | $67.6M | 3,535,988 | 8 | 10 | 29 | 0.0% |
| Q2 2020 | 69 | $78.3M | 4,318,171 | 8 | 15 | 35 | 0.0% |
| Q1 2020 | 78 | $97.4M | 5,834,695 | 13 | 19 | 27 | 0.0% |
| Q4 2019 | 78 | $134.8M | 6,228,599 | 6 | 26 | 27 | 0.5% |
| Q3 2019 | 79 | $151.2M | 6,983,539 | 10 | 18 | 33 | 0.0% |
| Q2 2019 | 78 | $176.7M | 8,157,118 | 10 | 19 | 32 | 0.0% |
| Q1 2019 | 78 | $162.6M | 7,733,061 | 8 | 27 | 27 | 0.0% |
| Q4 2018 | 84 | $150.8M | 7,634,832 | 2 | 1 | 7 | 0.0% |