INVESCO EXCHANGE TRADED FD T (PBW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
148
Reporting holders
$193.9M
Reported value
2.6%
Held as options
+9
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 | $54.9M | 1,407,238 | 0.00% | 33q | -5.7%-$3.3M |
| GOLDMAN SACHS GROUP INC | $34.4M | 881,546 | 0.00% | 30q | +162.4%+$21.3M |
| Qube Research & Technologies Ltd | $11.2M | 287,500 | 0.01% | 4q | +4.1%+$443.0K |
| BANK OF AMERICA CORP /DE/ | $7.8M | 200,286 | 0.00% | 31q | +8.4%+$607.8K |
| D. E. Shaw & Co., Inc. | $5.9M | 151,907 | 0.00% | 3q | +67.7%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $5.9M | 150,018 | 0.00% | 7q | -28.7%-$2.4M |
| Allianz SE | $5.6M | 143,068 | 0.06% | 10q | -15.4%-$1.0M |
| TRUIST FINANCIAL CORP | $4.9M | 125,920 | 0.01% | 27q | -1.4%-$68.3K |
| LPL Financial LLC | $4.2M | 107,310 | 0.00% | 31q | +17.3%+$615.9K |
| WELLS FARGO & COMPANY/MN | $4.1M | 105,721 | 0.00% | 31q | -30.3%-$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 24,185 | 0.00% | 9q | -34.0%-$1.7M |
| STIFEL FINANCIAL CORP | $3.2M | 80,935 | 0.00% | 4q | +0.7%+$20.6K |
| JANE STREET GROUP, LLC | $2.7M | 20,361 | 0.00% | 2q | HELD |
| Envestnet Portfolio Solutions, Inc. | $2.4M | 62,676 | 0.01% | 12q | -3.0%-$75.4K |
| OSAIC HOLDINGS, INC. | $2.4M | 61,889 | 0.00% | 26q | +126.5%+$1.3M |
| CITADEL ADVISORS LLC | $2.3M | 42,246 | 0.00% | 3q | -21.2%-$612.7K |
| GTS SECURITIES LLC | $2.2M | 55,808 | 0.05% | 5q | -11.5%-$283.0K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 51,169 | 0.03% | 21q | +19.7%+$328.6K |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 50,816 | 0.00% | 4q | -88.2%-$14.8M |
| ROYAL BANK OF CANADA | $1.9M | 49,721 | 0.00% | 31q | +15.2%+$255.8K |
| Fortis Group Advisors, LLC | $1.9M | 47,583 | 0.30% | 12q | +1.5%+$27.6K |
| BENJAMIN EDWARDS INC | $1.8M | 46,305 | 0.02% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.7M | 43,922 | 0.04% | 5q | +6.1%+$98.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 43,919 | 0.00% | 31q | +5.0%+$82.2K |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | 42,087 | 0.00% | new | NEW |
| Wealthfront Advisers LLC | $1.4M | 34,862 | 0.00% | 20q | +62.5%+$522.8K |
| UBS Group AG | $1.2M | 30,084 | 0.00% | 31q | +83.8%+$535.2K |
| NWAM LLC | $1.2M | 29,707 | 0.06% | 5q | -8.6%-$108.8K |
| BASSO CAPITAL MANAGEMENT, L.P. | $1.1M | 28,505 | 0.24% | new | NEW |
| MOLLER WEALTH PARTNERS | $1.1M | 27,579 | 0.19% | 24q | -5.6%-$64.3K |
| Beacon Pointe Advisors, LLC | $1.1M | 26,992 | 0.00% | 3q | -25.3%-$356.1K |
| AMERIPRISE FINANCIAL INC | $880.6K | 22,574 | 0.00% | 25q | -46.8%-$775.6K |
| Comprehensive Financial Planning, Inc./PA | $862.9K | 22,119 | 0.46% | 3q | +1.0%+$8.5K |
| Cetera Investment Advisers | $722.1K | 18,509 | 0.00% | 10q | -74.4%-$2.1M |
| CIBC WORLD MARKET INC. | $646.3K | 16,567 | 0.00% | 3q | +1.3%+$8.2K |
| Financial Management Professionals, Inc. | $629.7K | 16,141 | 0.06% | 7q | -68.3%-$1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $525.6K | 14,924 | 0.00% | 12q | -5.5%-$30.4K |
| Elwood & Goetz Wealth Advisory Group, LLC | $466.9K | 11,969 | 0.07% | 5q | -6.8%-$34.2K |
| Corient Private Wealth LP | $415.5K | 10,652 | 0.00% | new | NEW |
| Private Advisory Group LLC | $402.8K | 10,326 | 0.02% | new | NEW |
| Wealthspire Advisors, LLC | $398.4K | 10,213 | 0.00% | 23q | HELD |
| IFP Advisors, Inc | $377.0K | 9,665 | 0.01% | 32q | -96.3%-$9.8M |
| ENVESTNET ASSET MANAGEMENT INC | $360.6K | 9,243 | 0.00% | 28q | -5.9%-$22.5K |
| Great Diamond Partners, LLC | $356.2K | 9,130 | 0.06% | 3q | +19.2%+$57.4K |
| TigerOak Management, L.L.C. | $348.1K | 8,924 | 0.10% | 7q | -27.5%-$132.0K |
| Y-Intercept (Hong Kong) Ltd | $341.2K | 8,747 | 0.01% | new | NEW |
| Wealthcare Advisory Partners LLC | $331.5K | 8,497 | 0.01% | new | NEW |
| Prism Advisors, Inc. | $319.2K | 8,183 | 0.08% | 7q | HELD |
| MAI Capital Management | $307.1K | 7,872 | 0.00% | 7q | HELD |
| TUDOR INVESTMENT CORP ET AL | $298.5K | 7,651 | 0.00% | new | NEW |
| Mariner, LLC | $294.6K | 7,551 | 0.00% | 4q | -11.1%-$36.8K |
| EP Wealth Advisors, LLC | $290.7K | 7,451 | 0.00% | 28q | -1.9%-$5.5K |
| Creative Planning | $286.4K | 7,343 | 0.00% | 2q | +9.1%+$23.9K |
| TWO SIGMA SECURITIES, LLC | $273.8K | 7,019 | 0.02% | 2q | +7.9%+$20.1K |
| Tradition Wealth Management, LLC | $273.2K | 7,004 | 0.02% | 6q | -11.0%-$33.8K |
| Prosperity Consulting Group, LLC | $269.1K | 6,899 | 0.01% | 3q | HELD |
| Evolution Wealth Advisors, LLC | $262.9K | 6,738 | 0.03% | 3q | HELD |
| FIFTH THIRD BANCORP | $249.2K | 6,389 | 0.00% | 2q | -4.2%-$10.8K |
| HighTower Advisors, LLC | $245.9K | 6,303 | 0.00% | 4q | -3.6%-$9.2K |
| Focus Financial Network, Inc. | $233.6K | 5,987 | 0.01% | new | NEW |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $228.3K | 5,852 | 0.00% | new | NEW |
| &PARTNERS | $226.3K | 5,801 | 0.00% | new | NEW |
| RETIREMENT INCOME SOLUTIONS, INC | $215.9K | 6,837 | 0.04% | 4q | HELD |
| HOWE & RUSLING INC | $204.0K | 5,230 | 0.01% | 26q | +31.4%+$48.8K |
| Steward Partners Investment Advisory, LLC | $164.9K | 4,228 | 0.00% | 29q | +22.3%+$30.1K |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | $150.2K | 3,850 | 0.10% | 3q | HELD |
| AlphaCore Capital LLC | $131.4K | 3,369 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $127.9K | 3,279 | 0.00% | 23q | +18.1%+$19.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $125.3K | 3,211 | 0.00% | new | NEW |
| BlackRock, Inc. | $101.7K | 2,608 | 0.00% | 6q | HELD |
| JPL Wealth Management, LLC | $101.5K | 2,602 | 0.02% | 2q | +0.7% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $100.8K | 2,584 | 0.00% | 4q | -35.4%-$55.2K |
| Westfuller Advisors, LLC | $86.0K | 2,204 | 0.03% | 4q | HELD |
| MOTCO | $85.4K | 2,190 | 0.01% | 20q | HELD |
| Curated Wealth Partners LLC | $84.0K | 75,036 | 0.01% | new | NEW |
| Allworth Financial LP | $68.1K | 1,746 | 0.00% | 31q | HELD |
| North Star Investment Management Corp. | $57.3K | 1,470 | 0.00% | 31q | HELD |
| FMR LLC | $54.9K | 1,408 | 0.00% | 27q | +130.4%+$31.1K |
| JPMORGAN CHASE & CO | $53.5K | 1,404 | 0.00% | 24q | -19.7%-$13.1K |
| Johnson Financial Group, Inc. | $52.4K | 1,343 | 0.00% | 5q | -6.5%-$3.6K |
| Continuum Advisory, LLC | $49.0K | 1,257 | 0.00% | new | NEW |
| Tanglewood Legacy Advisors, LLC | $48.4K | 1,241 | 0.02% | 15q | +0.6% |
| PNC Financial Services Group, Inc. | $41.3K | 1,058 | 0.00% | 31q | -7.8%-$3.5K |
| HM PAYSON & CO | $39.2K | 1,004 | 0.00% | 29q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $36.0K | 922 | 0.00% | 19q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $34.5K | 885 | 0.00% | 3q | HELD |
| CITIGROUP INC | $30.9K | 792 | 0.00% | 31q | -66.5%-$61.4K |
| Regatta Research & Money Management | $29.3K | 750 | 0.03% | new | FIRST |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $28.9K | 740 | 0.01% | 27q | HELD |
| Financial Perspectives, Inc | $27.6K | 709 | 0.01% | 22q | +21.4%+$4.9K |
| Intesa Sanpaolo Wealth Management | $27.3K | 700 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $27.3K | 698 | 0.00% | 4q | -58.9%-$39.0K |
| ALBION FINANCIAL GROUP /UT | $23.3K | 597 | 0.00% | 22q | HELD |
| Physician Wealth Advisors, Inc. | $22.7K | 582 | 0.00% | 7q | HELD |
| FLAGSHIP WEALTH ADVISORS, LLC | $22.6K | 580 | 0.01% | 6q | HELD |
| BARCLAYS PLC | $16.5K | 422 | 0.00% | 22q | HELD |
| Hickory Point Bank & Trust | $15.6K | 400 | 0.01% | 2q | HELD |
| Millstone Evans Group, LLC | $13.9K | 357 | 0.01% | 7q | HELD |
| 1620 INVESTMENT ADVISORS, INC. | $13.7K | 351 | 0.01% | 7q | HELD |
| Integrated Wealth Concepts LLC | $13.6K | 348 | 0.00% | new | NEW |
Showing the largest 100 of 155 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 | 148 | $193.9M | 4,844,120 | 22 | 30 | 36 | 2.6% |
| Q1 2026 | 139 | $160.3M | 5,021,890 | 16 | 22 | 38 | 0.9% |
| Q4 2025 | 146 | $321.8M | 10,514,647 | 21 | 30 | 35 | 0.2% |
| Q3 2025 | 130 | $139.1M | 4,785,381 | 31 | 17 | 32 | 0.6% |
| Q2 2025 | 111 | $61.0M | 3,028,060 | 11 | 24 | 27 | 1.0% |
| Q1 2025 | 115 | $45.9M | 2,900,233 | 10 | 20 | 28 | 0.5% |
| Q4 2024 | 123 | $64.6M | 3,203,523 | 14 | 19 | 38 | 0.7% |
| Q3 2024 | 120 | $71.8M | 3,580,816 | 6 | 20 | 30 | 0.4% |
| Q2 2024 | 127 | $64.5M | 3,197,145 | 12 | 27 | 29 | 0.5% |
| Q1 2024 | 133 | $134.8M | 5,808,374 | 11 | 37 | 34 | 0.7% |
| Q4 2023 | 148 | $127.1M | 4,249,185 | 20 | 30 | 48 | 0.9% |
| Q3 2023 | 149 | $108.8M | 3,427,263 | 14 | 38 | 44 | 1.0% |
| Q2 2023 | 146 | $150.6M | 3,747,289 | 9 | 37 | 41 | 0.6% |
| Q1 2023 | 157 | $200.2M | 4,861,547 | 14 | 44 | 46 | 1.0% |
| Q4 2022 | 160 | $187.4M | 4,862,152 | 24 | 34 | 49 | 0.7% |
| Q3 2022 | 191 | $365.0M | 7,504,043 | 21 | 46 | 58 | 0.9% |
| Q2 2022 | 189 | $321.7M | 6,951,341 | 15 | 49 | 57 | 1.2% |
| Q1 2022 | 214 | $439.5M | 6,454,476 | 20 | 69 | 61 | 4.5% |
| Q4 2021 | 247 | $477.1M | 5,839,854 | 30 | 71 | 73 | 12.5% |
| Q3 2021 | 238 | $481.5M | 5,897,396 | 22 | 64 | 68 | 5.2% |
| Q2 2021 | 258 | $665.5M | 6,568,041 | 40 | 70 | 72 | 8.1% |
| Q1 2021 | 257 | $828.2M | 7,880,652 | 72 | 88 | 42 | 6.9% |
| Q4 2020 | 212 | $1.2B | 11,518,938 | 75 | 60 | 26 | 2.2% |
| Q3 2020 | 130 | $293.4M | 4,769,376 | 40 | 43 | 15 | 1.0% |
| Q2 2020 | 93 | $126.4M | 3,078,031 | 19 | 22 | 20 | 0.9% |
| Q1 2020 | 89 | $62.7M | 2,327,336 | 16 | 25 | 20 | 0.5% |
| Q4 2019 | 83 | $72.4M | 2,104,203 | 14 | 20 | 17 | 0.4% |
| Q3 2019 | 71 | $58.2M | 1,984,421 | 4 | 22 | 14 | 0.4% |
| Q2 2019 | 76 | $59.9M | 2,013,066 | 21 | 25 | 6 | 0.0% |
| Q1 2019 | 70 | $31.8M | 1,078,561 | 15 | 12 | 11 | 0.0% |
| Q4 2018 | 57 | $19.2M | 870,117 | 1 | 0 | 2 | 0.0% |