INVESCO EXCH TRADED FD TR II (PBUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
59
Reporting holders
$7.3B
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| National Pension Service | $3.5B | 47,382,366 | 2.29% | 22q | HELD |
| MORGAN STANLEY | $1.6B | 22,037,615 | 0.09% | 25q | -7.7%-$137.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $720.3M | 9,625,100 | 1.36% | 7q | HELD |
| Metis Global Partners, LLC | $216.7M | 2,895,784 | 4.92% | 9q | +521.9%+$181.9M |
| Ensign Peak Advisors, Inc | $195.9M | 2,617,291 | 0.32% | 3q | -51.2%-$205.4M |
| PANAGORA ASSET MANAGEMENT INC | $173.2M | 2,314,826 | 0.53% | 5q | +40.2%+$49.6M |
| Bank of New York Mellon Corp | $166.5M | 2,224,490 | 0.03% | 2q | +1.1%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $122.7M | 1,639,317 | 0.03% | 7q | -3.6%-$4.6M |
| Invesco Ltd. | $82.9M | 1,107,859 | 0.01% | 9q | -9.1%-$8.3M |
| Capital Asset Advisory Services LLC | $77.2M | 1,031,900 | 2.79% | 12q | +6.1%+$4.4M |
| AXXCESS WEALTH MANAGEMENT, LLC | $76.7M | 1,025,175 | 1.22% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $67.3M | 898,741 | 0.10% | 10q | -38.0%-$41.3M |
| Cetera Investment Advisers | $56.1M | 750,191 | 0.05% | 8q | +47.3%+$18.0M |
| LPL Financial LLC | $22.5M | 301,125 | 0.01% | 26q | -1.5%-$351.5K |
| MGO ONE SEVEN LLC | $21.9M | 292,399 | 0.36% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $17.3M | 231,677 | 0.00% | 9q | +264.7%+$12.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | $14.0M | 186,830 | 0.30% | 3q | -18.8%-$3.2M |
| &PARTNERS | $12.2M | 163,267 | 0.05% | new | NEW |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $11.6M | 154,592 | 1.52% | new | NEW |
| UBS Group AG | $7.3M | 98,012 | 0.00% | 9q | -79.0%-$27.7M |
| MML INVESTORS SERVICES, LLC | $5.2M | 69,252 | 0.01% | 9q | +60.9%+$2.0M |
| Kestra Advisory Services, LLC | $5.2M | 69,143 | 0.02% | 4q | -15.8%-$967.6K |
| Private Advisor Group, LLC | $4.4M | 58,588 | 0.02% | 2q | +5.1%+$214.4K |
| Empower Advisory Group, LLC | $3.6M | 48,305 | 0.01% | 6q | -35.3%-$2.0M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 30,305 | 0.02% | 6q | +1.6%+$35.1K |
| Altus Wealth Group LLC | $1.8M | 24,277 | 0.66% | 9q | -34.9%-$972.2K |
| IAG Wealth Partners, LLC | $1.2M | 15,833 | 0.12% | 21q | -13.7%-$188.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $621.5K | 8,305 | 0.00% | new | NEW |
| Retirement Planning Group, LLC | $584.1K | 7,805 | 0.01% | 2q | +53.0%+$202.4K |
| JPMORGAN CHASE & CO | $495.2K | 6,662 | 0.00% | 14q | -36.3%-$282.0K |
| Migdal Insurance & Financial Holdings Ltd. | $489.5K | 6,540 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $459.5K | 6,140 | 0.00% | 3q | -95.4%-$9.6M |
| JONES FINANCIAL COMPANIES LLLP | $426.6K | 5,813 | 0.00% | 8q | +84.1%+$194.9K |
| RHUMBLINE ADVISERS | $417.2K | 5,574 | 0.00% | 4q | -83.5%-$2.1M |
| D. E. Shaw & Co., Inc. | $388.8K | 5,193 | 0.00% | new | NEW |
| Strategies Wealth Advisors, LLC | $358.1K | 4,784 | 0.03% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $315.2K | 4,212 | 0.00% | 9q | +1.2%+$3.6K |
| BNP PARIBAS FINANCIAL MARKETS | $314.0K | 4,196 | 0.00% | new | NEW |
| Collaborative Wealth Managment Inc. | $281.3K | 3,759 | 0.12% | 19q | -0.9%-$2.5K |
| Equitable Holdings, Inc. | $252.9K | 3,379 | 0.00% | 13q | -66.5%-$503.1K |
| IFP Advisors, Inc | $237.5K | 3,173 | 0.00% | 5q | -16.8%-$48.0K |
| FMR LLC | $139.3K | 1,861 | 0.00% | 10q | +13.2%+$16.2K |
| OSAIC HOLDINGS, INC. | $100.4K | 1,341 | 0.00% | 23q | -13.5%-$15.6K |
| Tower Research Capital LLC (TRC) | $89.7K | 1,199 | 0.00% | new | NEW |
| TOP Private Wealth LLC. | $89.5K | 1,196 | 0.09% | new | FIRST |
| Qube Research & Technologies Ltd | $84.2K | 1,125 | 0.00% | 4q | +350.0%+$65.5K |
| ROYAL BANK OF CANADA | $67.0K | 900 | 0.00% | 3q | HELD |
| CITIGROUP INC | $53.3K | 712 | 0.00% | new | NEW |
| RHL GROUP, LLC | $52.9K | 705 | 0.04% | 3q | +9.0%+$4.3K |
| Geneos Wealth Management Inc. | $39.4K | 526 | 0.00% | 20q | HELD |
| Integrated Wealth Concepts LLC | $38.7K | 518 | 0.00% | new | NEW |
| Arax Advisory Partners | $19.6K | 262 | 0.00% | 3q | +100.0%+$9.8K |
| ASSETMARK, INC | $16.6K | 222 | 0.00% | 5q | HELD |
| Vestcor Inc | $9.8K | 131,253 | 0.24% | 5q | -4.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | $7.8K | 104 | 0.00% | 2q | HELD |
| VANGUARD ADVISERS INC | $4.9K | 65 | 0.00% | 2q | +10.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.6K | 62 | 0.00% | 5q | HELD |
| AE Wealth Management LLC | $1.4K | 19 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $1.0K | 14 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $826 | 11,046 | 0.00% | 2q | +38.3% |
| WELLS FARGO & COMPANY/MN | $29 | 0 | 0.00% | 2q | -100.0% |
| HAZLETT, BURT & WATSON, INC. | $3 | 41 | 0.00% | 7q | 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 | 59 | $7.3B | 97,380,626 | 12 | 17 | 20 | 0.0% |
| Q1 2026 | 54 | $6.4B | 98,098,126 | 13 | 18 | 14 | 0.0% |
| Q4 2025 | 46 | $7.0B | 102,676,806 | 8 | 15 | 12 | 0.0% |
| Q3 2025 | 43 | $6.2B | 92,762,384 | 6 | 17 | 13 | 0.0% |
| Q2 2025 | 41 | $5.7B | 92,084,724 | 9 | 14 | 12 | 0.0% |
| Q1 2025 | 35 | $4.8B | 86,068,199 | 6 | 10 | 9 | 0.0% |
| Q4 2024 | 33 | $5.0B | 84,742,941 | 4 | 10 | 11 | 0.0% |
| Q3 2024 | 33 | $4.5B | 78,853,338 | 5 | 13 | 9 | 0.0% |
| Q2 2024 | 30 | $4.2B | 77,038,026 | 9 | 7 | 9 | 0.0% |
| Q1 2024 | 26 | $4.2B | 80,135,266 | 6 | 10 | 5 | 0.0% |
| Q4 2023 | 25 | $3.6B | 74,706,746 | 2 | 8 | 10 | 0.0% |
| Q3 2023 | 26 | $2.7B | 63,788,982 | 7 | 4 | 10 | 0.0% |
| Q2 2023 | 19 | $2.0B | 46,821,538 | 4 | 3 | 7 | 0.0% |
| Q1 2023 | 19 | $1.9B | 48,229,535 | 2 | 4 | 6 | 0.0% |
| Q4 2022 | 25 | $1.8B | 47,791,949 | 8 | 6 | 5 | 0.0% |
| Q3 2022 | 19 | $1.7B | 48,150,799 | 3 | 7 | 6 | 0.0% |
| Q2 2022 | 20 | $1.8B | 47,601,254 | 4 | 6 | 4 | 0.0% |
| Q1 2022 | 17 | $2.1B | 47,090,597 | 2 | 6 | 5 | 0.0% |
| Q4 2021 | 17 | $2.3B | 47,093,377 | 5 | 5 | 1 | 0.0% |
| Q3 2021 | 11 | $2.1B | 46,722,134 | 2 | 5 | 1 | 0.0% |
| Q2 2021 | 11 | $2.0B | 46,469,588 | 2 | 4 | 2 | 0.0% |
| Q1 2021 | 10 | $1.7B | 42,991,289 | 3 | 2 | 2 | 0.0% |
| Q4 2020 | 6 | $10.8M | 281,374 | 1 | 3 | 1 | 0.0% |
| Q3 2020 | 5 | $6.4M | 189,381 | 0 | 2 | 2 | 0.0% |
| Q2 2020 | 6 | $6.3M | 202,198 | 2 | 3 | 1 | 0.0% |
| Q1 2020 | 4 | $1.7M | 65,557 | 3 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $351.0K | 10,923 | 0 | 0 | 2 | 0.0% |
| Q3 2019 | 2 | $331.0K | 11,197 | 0 | 1 | 1 | 0.0% |
| Q2 2019 | 2 | $310.0K | 10,561 | 0 | 1 | 1 | 0.0% |
| Q1 2019 | 2 | $296.0K | 10,472 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $259.0K | 10,463 | 0 | 0 | 0 | 0.0% |