INVESCO EXCHANGE TRADED FD T (PDP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
218
Reporting holders
$959.0M
Reported value
0.1%
Held as options
+15
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 | $135.2M | 890,849 | 0.01% | 33q | +29.9%+$31.1M |
| RAYMOND JAMES FINANCIAL INC | $100.8M | 664,010 | 0.03% | 7q | +23.7%+$19.3M |
| WELLS FARGO & COMPANY/MN | $60.3M | 397,255 | 0.01% | 31q | -51.7%-$64.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.1M | 369,927 | 0.07% | 31q | -4.3%-$2.5M |
| BANK OF AMERICA CORP /DE/ | $51.7M | 341,051 | 0.00% | 31q | +4.8%+$2.4M |
| ROYAL BANK OF CANADA | $45.4M | 299,497 | 0.01% | 31q | -2.2%-$1.0M |
| LPL Financial LLC | $43.0M | 283,329 | 0.01% | 31q | HELD |
| STIFEL FINANCIAL CORP | $37.5M | 247,279 | 0.03% | 31q | +1.1%+$412.8K |
| Summit Financial, LLC | $31.4M | 206,793 | 0.34% | 6q | -1.8%-$585.7K |
| UBS Group AG | $27.2M | 179,532 | 0.00% | 31q | -16.3%-$5.3M |
| Rockefeller Capital Management L.P. | $23.6M | 155,358 | 0.04% | 20q | -0.5%-$125.5K |
| Savant Capital, LLC | $19.8M | 130,472 | 0.06% | 19q | -1.8%-$371.0K |
| NewSquare Capital LLC | $19.6M | 129,102 | 1.45% | 31q | +19.4%+$3.2M |
| Prospera Financial Services Inc | $19.0M | 125,241 | 0.28% | 29q | -10.4%-$2.2M |
| AMERIPRISE FINANCIAL INC | $18.0M | 118,675 | 0.00% | 31q | -44.0%-$14.1M |
| Strid Group, LLC | $16.1M | 105,857 | 1.78% | 31q | -1.2%-$193.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 77,428 | 0.02% | 25q | +2.2%+$234.6K |
| OSAIC HOLDINGS, INC. | $11.0M | 72,325 | 0.01% | 26q | +16.7%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $10.0M | 65,960 | 0.00% | 31q | -2.6%-$271.9K |
| NewEdge Advisors, LLC | $9.6M | 63,518 | 0.03% | new | NEW |
| &PARTNERS | $9.0M | 59,063 | 0.04% | 8q | +35.0%+$2.3M |
| MML INVESTORS SERVICES, LLC | $8.1M | 53,529 | 0.02% | 31q | +9.6%+$714.0K |
| Tradition Wealth Management, LLC | $7.8M | 51,631 | 0.48% | 23q | +2.8%+$214.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $6.6M | 43,500 | 0.00% | 30q | +126.3%+$3.7M |
| Institute for Wealth Management, LLC. | $6.5M | 42,767 | 0.57% | 31q | HELD |
| JPMORGAN CHASE & CO | $6.1M | 40,929 | 0.00% | 31q | -12.1%-$843.8K |
| AFFINITY WEALTH MANAGEMENT LLC | $5.9M | 38,969 | 0.76% | 7q | +1794.5%+$5.6M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $5.2M | 33,954 | 0.29% | 31q | HELD |
| Cetera Investment Advisers | $4.7M | 30,917 | 0.00% | 15q | +4.9%+$221.1K |
| MTM Investment Management, LLC | $4.4M | 28,686 | 1.24% | 23q | -1.0%-$44.3K |
| LANARK FINANCIAL, INC. | $4.3M | 28,541 | 0.29% | 12q | HELD |
| Farther Finance Advisors, LLC | $4.1M | 27,248 | 0.03% | 7q | +0.6%+$23.7K |
| JBR Co Financial Management Inc | $4.1M | 26,974 | 1.49% | 11q | -7.5%-$330.6K |
| B. Riley Wealth Advisors, Inc. | $3.7M | 24,711 | 0.20% | 30q | HELD |
| BLAIR WILLIAM & CO/IL | $3.6M | 23,485 | 0.01% | 31q | HELD |
| EP Wealth Advisors, LLC | $3.4M | 22,474 | 0.01% | 29q | +0.9%+$31.6K |
| D.A. DAVIDSON & CO. | $3.2M | 21,292 | 0.02% | 31q | +3.9%+$120.6K |
| TWO SIGMA INVESTMENTS, LP | $3.1M | 20,733 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $3.1M | 20,139 | 0.19% | 31q | HELD |
| Equitable Holdings, Inc. | $3.1M | 20,103 | 0.02% | 19q | +4.4%+$128.7K |
| Waverly Advisors, LLC | $2.8M | 18,189 | 0.02% | 31q | HELD |
| Global Retirement Partners, LLC | $2.7M | 17,762 | 0.04% | 12q | +2.1%+$54.2K |
| Beacon Pointe Advisors, LLC | $2.6M | 17,026 | 0.01% | new | NEW |
| Sovereign Financial Group, Inc. | $2.5M | 16,767 | 0.39% | 19q | HELD |
| Snowden Capital Advisors LLC | $2.5M | 16,716 | 0.06% | 33q | +6.5%+$154.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 7,161 | 0.00% | 2q | -21.9%-$700.4K |
| TRUIST FINANCIAL CORP | $2.3M | 15,266 | 0.00% | 27q | -16.2%-$446.2K |
| PFG Investments, LLC | $2.3M | 15,138 | 0.09% | 14q | +7.3%+$156.9K |
| Arkadios Wealth Advisors | $2.1M | 13,644 | 0.03% | 11q | -9.0%-$205.7K |
| Focus Partners Wealth | $2.1M | 13,601 | 0.00% | 11q | -7.1%-$158.6K |
| CALTON & ASSOCIATES, INC. | $2.0M | 13,077 | 0.29% | 11q | -34.0%-$1.0M |
| Steward Partners Investment Advisory, LLC | $1.9M | 12,667 | 0.01% | 31q | -6.0%-$123.4K |
| Merit Financial Group, LLC | $1.8M | 12,131 | 0.01% | 15q | +93.8%+$890.7K |
| BENJAMIN EDWARDS INC | $1.8M | 12,104 | 0.02% | 8q | +3.9%+$68.9K |
| Sowell Financial Services LLC | $1.8M | 11,861 | 0.06% | 16q | HELD |
| Heirloom Wealth Management | $1.7M | 10,991 | 0.24% | 2q | -26.1%-$590.4K |
| KELLY FINANCIAL GROUP LLC | $1.6M | 10,827 | 0.37% | 7q | -0.8%-$13.0K |
| Kestra Advisory Services, LLC | $1.6M | 10,745 | 0.01% | 24q | -1.5%-$25.6K |
| Geneos Wealth Management Inc. | $1.6M | 10,602 | 0.03% | 33q | +95.0%+$783.8K |
| PMG Wealth Management, Inc. | $1.5M | 10,137 | 0.95% | 7q | +4.5%+$65.5K |
| AE Wealth Management LLC | $1.5M | 9,911 | 0.01% | 7q | +715.0%+$1.3M |
| BNP PARIBAS FINANCIAL MARKETS | $1.5M | 9,700 | 0.00% | 4q | -75.8%-$4.6M |
| Bridgewater Advisors Inc. | $1.4M | 10,712 | 0.08% | 22q | HELD |
| FIFTH THIRD BANCORP | $1.4M | 9,251 | 0.00% | 19q | HELD |
| HB Wealth Management, LLC | $1.4M | 9,187 | 0.01% | 6q | +3.6%+$48.1K |
| Nilsine Partners, LLC | $1.3M | 8,265 | 0.09% | new | NEW |
| Creative Planning | $1.3M | 8,263 | 0.00% | 31q | HELD |
| LJI Wealth Management, LLC | $1.2M | 8,226 | 0.17% | 15q | -57.2%-$1.7M |
| SCOTIA CAPITAL INC. | $1.2M | 8,094 | 0.00% | 31q | HELD |
| Second Half Financial Partners, LLC | $1.2M | 8,044 | 0.50% | 18q | +7.8%+$88.6K |
| Lloyd Advisory Services, LLC. | $1.2M | 8,029 | 0.47% | new | NEW |
| Bellars Harris Wealth Management, LLC | $1.2M | 7,827 | 0.24% | new | FIRST |
| Baird Financial Group, Inc. | $1.2M | 7,614 | 0.00% | 31q | -7.0%-$87.4K |
| Focus Financial Network, Inc. | $1.1M | 7,541 | 0.04% | 17q | +2.7%+$30.5K |
| FMR LLC | $1.1M | 7,220 | 0.00% | 31q | -5.9%-$68.3K |
| INTEGRITY ALLIANCE, LLC. | $1.1M | 7,165 | 0.03% | 7q | -11.8%-$145.7K |
| SAPIENT CAPITAL LLC | $1.0M | 6,908 | 0.01% | 11q | +100.0%+$524.1K |
| STEPHENS INC /AR/ | $1.0M | 6,828 | 0.01% | 31q | -16.5%-$204.1K |
| Quantinno Capital Management LP | $1.0M | 6,760 | 0.00% | 3q | +11.8%+$108.0K |
| Pathstone Holdings, LLC | $997.5K | 6,574 | 0.00% | new | NEW |
| Baker Avenue Asset Management, LP | $981.6K | 6,469 | 0.02% | 31q | +23.3%+$185.4K |
| Sanctuary Advisors, LLC | $948.8K | 6,253 | 0.00% | 9q | -6.8%-$69.0K |
| Mullooly Asset Management, Inc. | $932.4K | 6,148 | 0.29% | 6q | -0.7%-$6.2K |
| EWA, LLC | $865.8K | 5,706 | 0.16% | new | NEW |
| Wagner Wealth Management, Corp | $845.9K | 5,575 | 0.68% | 3q | -5.3%-$47.0K |
| Stratos Wealth Partners, LTD. | $833.0K | 5,490 | 0.01% | 31q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $832.5K | 5,487 | 0.04% | 23q | +1441.3%+$778.5K |
| HighTower Advisors, LLC | $820.5K | 5,407 | 0.00% | 31q | -2.3%-$19.7K |
| Corient Private Wealth LP | $810.7K | 5,344 | 0.00% | 14q | +100.0%+$405.3K |
| MorganRosel Wealth Management, LLC | $803.2K | 5,293 | 0.27% | 31q | -12.4%-$113.7K |
| Spire Wealth Management | $801.7K | 5,284 | 0.02% | 22q | +55.2%+$285.2K |
| Millennium Capital Advisors, LLC | $798.6K | 5,263 | 0.44% | 19q | HELD |
| Prosperity Financial Group, Inc. | $783.7K | 5,164 | 0.24% | 15q | HELD |
| WealthBridge Capital Management, LLC | $748.0K | 4,930 | 0.15% | 31q | -3.9%-$30.3K |
| Kiker Wealth Management, LLC | $720.1K | 4,746 | 0.28% | 2q | -1.5%-$11.1K |
| AQR CAPITAL MANAGEMENT LLC | $688.4K | 4,537 | 0.00% | 3q | -1.8%-$12.9K |
| Principle Wealth Partners LLC | $666.9K | 4,395 | 0.03% | 31q | HELD |
| PRIVATE TRUST CO NA | $663.1K | 4,370 | 0.05% | 17q | -1.2%-$7.7K |
| CIBC WORLD MARKET INC. | $655.6K | 4,321 | 0.00% | 30q | HELD |
| Cyndeo Wealth Partners, LLC | $652.7K | 4,302 | 0.03% | 15q | HELD |
Showing the largest 100 of 223 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 | 218 | $959.0M | 6,318,290 | 31 | 43 | 57 | 0.1% |
| Q1 2026 | 203 | $767.5M | 6,349,284 | 18 | 39 | 56 | 0.1% |
| Q4 2025 | 196 | $722.5M | 6,199,974 | 18 | 29 | 60 | 0.0% |
| Q3 2025 | 194 | $708.4M | 6,000,954 | 16 | 31 | 70 | 0.0% |
| Q2 2025 | 191 | $690.1M | 6,333,525 | 13 | 37 | 55 | 0.3% |
| Q1 2025 | 199 | $634.9M | 6,342,013 | 17 | 39 | 58 | 0.1% |
| Q4 2024 | 198 | $667.0M | 6,179,313 | 16 | 27 | 55 | 0.3% |
| Q3 2024 | 181 | $663.1M | 6,395,082 | 19 | 20 | 55 | 0.4% |
| Q2 2024 | 170 | $626.4M | 6,385,262 | 7 | 19 | 63 | 0.2% |
| Q1 2024 | 177 | $811.3M | 8,218,073 | 20 | 30 | 44 | 0.0% |
| Q4 2023 | 167 | $642.1M | 7,522,590 | 11 | 31 | 46 | 0.1% |
| Q3 2023 | 158 | $546.2M | 7,084,823 | 10 | 33 | 43 | 0.1% |
| Q2 2023 | 155 | $539.4M | 6,622,885 | 6 | 32 | 50 | 0.2% |
| Q1 2023 | 152 | $464.8M | 6,119,286 | 10 | 18 | 50 | 0.2% |
| Q4 2022 | 153 | $461.5M | 6,531,438 | 19 | 24 | 58 | 0.0% |
| Q3 2022 | 169 | $559.8M | 8,271,449 | 8 | 27 | 63 | 0.1% |
| Q2 2022 | 173 | $569.9M | 8,345,571 | 13 | 30 | 64 | 0.1% |
| Q1 2022 | 182 | $732.8M | 9,032,494 | 12 | 26 | 83 | 0.2% |
| Q4 2021 | 201 | $1.1B | 11,442,404 | 20 | 42 | 68 | 0.2% |
| Q3 2021 | 183 | $1.6B | 18,068,134 | 14 | 39 | 56 | 0.1% |
| Q2 2021 | 187 | $977.5M | 10,903,297 | 14 | 33 | 68 | 0.1% |
| Q1 2021 | 189 | $998.9M | 11,720,678 | 18 | 38 | 76 | 0.1% |
| Q4 2020 | 184 | $1.5B | 17,477,359 | 23 | 39 | 56 | 0.3% |
| Q3 2020 | 160 | $1.3B | 16,670,125 | 13 | 35 | 56 | 0.1% |
| Q2 2020 | 157 | $770.0M | 11,382,682 | 21 | 31 | 61 | 0.4% |
| Q1 2020 | 155 | $644.6M | 11,862,445 | 12 | 35 | 67 | 0.6% |
| Q4 2019 | 174 | $978.6M | 15,178,768 | 15 | 44 | 51 | 0.2% |
| Q3 2019 | 156 | $1.1B | 18,314,125 | 17 | 53 | 50 | 0.1% |
| Q2 2019 | 150 | $867.3M | 14,287,625 | 14 | 44 | 51 | 0.5% |
| Q1 2019 | 154 | $776.5M | 13,695,964 | 17 | 34 | 57 | 0.0% |
| Q4 2018 | 151 | $696.4M | 14,352,990 | 1 | 4 | 3 | 0.0% |