HolderBook

INVESCO EXCHANGE TRADED FD T (PEJ)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

83
Reporting holders
$90.1M
Reported value
0.0%
Held as options
+8
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

FilerValueShares Their book Held Change
Kingsview Wealth Management, LLC$19.5M293,6680.24%2q+7.9%+$1.4M
MORGAN STANLEY$10.9M163,2230.00%33q+1.2%+$129.7K
GOLDMAN SACHS GROUP INC$8.3M124,3910.00%12q-10.3%-$947.0K
RAYMOND JAMES FINANCIAL INC$7.2M108,0360.00%7q-45.7%-$6.0M
WELLS FARGO & COMPANY/MN$5.7M85,8410.00%31q-49.2%-$5.5M
BNP PARIBAS FINANCIAL MARKETS$4.7M70,3930.00%11q+75.6%+$2.0M
LPL Financial LLC$4.6M68,4460.00%31q-0.8%-$38.6K
BANK OF AMERICA CORP /DE/$4.4M66,3390.00%31q-8.9%-$433.6K
PRUDENTIAL PLC$3.5M52,9000.02%20q-39.6%-$2.3M
KWMG, LLC$2.7M40,6930.20%22q+3.3%+$85.7K
Integrated Wealth Concepts LLC$1.8M26,8000.01%2qHELD
OSAIC HOLDINGS, INC.$1.2M18,0470.00%26q+0.7%+$8.3K
UBS Group AG$965.7K14,5070.00%31q-12.2%-$134.1K
HighTower Advisors, LLC$875.0K13,1430.00%23q-21.9%-$244.7K
COMMONWEALTH EQUITY SERVICES, LLC$873.9K13,1280.00%25q-3.1%-$28.0K
CITADEL ADVISORS LLC$816.2K12,2610.00%2q-15.9%-$153.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$776.9K11,6700.00%9q+62.2%+$297.8K
Black Swift Group, LLC$715.6K10,7500.10%newNEW
ROYAL BANK OF CANADA$611.0K9,1790.00%31q-37.0%-$359.0K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$575.5K8,6450.00%23q-0.8%-$4.4K
JONES FINANCIAL COMPANIES LLLP$543.3K8,0350.00%11q+1.2%+$6.7K
Sanctuary Advisors, LLC$528.3K7,9360.00%newNEW
Navis Wealth Advisors, LLC$510.5K7,6680.19%23qHELD
AMERIPRISE FINANCIAL INC$498.8K7,4920.00%25q-55.5%-$622.3K
BigSur Wealth Management LLC$497.3K7,4700.12%newNEW
Ironwood Financial, llc$487.3K7,3900.08%25q-5.0%-$25.7K
FLAGSHIP HARBOR ADVISORS, LLC$477.4K7,1720.02%22q-1.4%-$6.7K
Cetera Investment Advisers$473.6K7,1140.00%10qHELD
Atria Investments, Inc$451.3K6,7790.00%newNEW
FMR LLC$419.8K6,3070.00%31qHELD
CITIGROUP INC$402.1K6,0400.00%5q+5.6%+$21.3K
Quantinno Capital Management LP$385.2K5,7860.00%7q-3.1%-$12.3K
Gateway Wealth Partners, LLC$338.9K5,0910.02%9q-51.9%-$366.3K
Heritage Trust Co$335.8K5,0450.03%10qHELD
Kestra Advisory Services, LLC$312.1K4,6880.00%20q-7.8%-$26.4K
JANE STREET GROUP, LLC$294.6K4,4260.00%4q-28.4%-$117.0K
XTX Topco Ltd$261.6K3,9300.00%newNEW
Indivisible Partners$257.5K3,8680.01%newNEW
MML INVESTORS SERVICES, LLC$226.4K3,4010.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$213.2K3,2020.00%7q-58.4%-$299.7K
Coppell Advisory Solutions LLC$201.8K380.02%newNEW
NATIONAL BANK OF CANADA /FI/$151.1K2,2680.00%19qHELD
BARCLAYS PLC$143.8K2,1600.00%13qHELD
Physician Wealth Advisors, Inc.$130.8K1,9660.02%7qHELD
IFP Advisors, Inc$124.0K1,8620.00%28q+15.7%+$16.8K
Stelac Advisory Services LLC$117.3K1,7620.02%5qHELD
Ashton Thomas Private Wealth, LLC$109.5K1,6450.00%2qHELD
FIFTH THIRD BANCORP$73.2K1,1000.00%2qHELD
HARBOUR INVESTMENTS, INC.$68.3K1,0250.00%21qHELD
Federation des caisses Desjardins du Quebec$66.6K1,0000.00%23qHELD
Bernard Wealth Management Corp.$49.9K7500.02%7qHELD
Institute for Wealth Management, LLC.$49.0K7360.00%newNEW
SHP Wealth Management$45.9K6900.00%3qHELD
PNC Financial Services Group, Inc.$43.3K6500.00%31qHELD
MERCER GLOBAL ADVISORS INC /ADV$34.0K5100.00%newNEW
CNB Bank$27.6K4150.01%23qHELD
Founders Financial Alliance, LLC$26.6K4000.00%24qHELD
Regatta Research & Money Management$21.6K3250.02%newFIRST
Global Retirement Partners, LLC$21.5K3230.00%16qHELD
JPMORGAN CHASE & CO$21.3K3160.00%9qHELD
IFG Advisory, LLC$16.6K2500.00%newNEW
Tower Research Capital LLC (TRC)$16.6K2500.00%2q-98.2%-$892.1K
LANARK FINANCIAL, INC.$15.3K2300.00%newNEW
Farther Finance Advisors, LLC$14.6K2200.00%11qHELD
Mosley Wealth Management$13.8K2080.00%newNEW
VISION FINANCIAL MARKETS LLC$10.5K1580.01%2qHELD
NewEdge Advisors, LLC$10.1K1520.00%newNEW
Qube Research & Technologies Ltd$9.9K1480.00%4q-30.2%-$4.3K
ABOUND FINANCIAL, LLC$6.7K1000.00%3qHELD
New England Capital Financial Advisors LLC$6.3K940.00%15qHELD
Ameritas Investment Partners, Inc.$6.0K900.00%22qHELD
Janney Montgomery Scott LLC$4.7K70,4880.01%4qHELD
Rockefeller Capital Management L.P.$4.5K680.00%4qHELD
PRIVATE TRUST CO NA$3.7K550.00%17qHELD
US BANCORP \DE\$3.3K500.00%newNEW
Cambridge Investment Research Advisors, Inc.$2.9K43,7340.00%23q+261.9%+$2.1K
Allworth Financial LP$1.7K260.00%2qHELD
WHITTIER TRUST CO$1.5K230.00%31qHELD
Triumph Capital Management$1.3K200.00%newNEW
CoreCap Advisors, LLC$1.1K170.00%10qHELD
ASSETMARK, INC$53380.00%newNEW
THOMPSON INVESTMENT MANAGEMENT, INC.$26640.00%14qHELD
Harbor Asset Planning, Inc.$20130.00%5qHELD
Main Street Group, LTD$20030.00%2qHELD
HAZLETT, BURT & WATSON, INC.$1762,6400.05%18qHELD
Forum Finance Group S.A.$1092,0300.04%2qHELD
Steward Partners Investment Advisory, LLC$6710.00%25q-99.9%-$122.5K
Harel Insurance Investments & Financial Services Ltd.$010.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202683$90.1M1,352,982179230.0%
Q1 202675$90.7M1,563,7291113250.0%
Q4 202576$78.3M1,276,608410290.0%
Q3 202592$166.7M2,751,8851019260.0%
Q2 202590$164.3M2,890,3091212290.0%
Q1 202587$165.7M3,406,5651420160.0%
Q4 202491$80.3M1,531,032138320.5%
Q3 202486$92.8M1,933,787416310.6%
Q2 202495$93.5M2,057,1151114330.2%
Q1 202491$102.3M2,211,968719370.2%
Q4 2023104$107.7M2,566,7821514340.0%
Q3 202391$88.3M2,301,468714360.1%
Q2 2023100$121.7M2,746,541411420.0%
Q1 2023105$154.1M3,784,882717440.2%
Q4 2022103$152.4M4,159,9181113420.1%
Q3 2022137$273.5M7,866,281823600.2%
Q2 2022163$622.0M17,134,2891929670.0%
Q1 2022184$751.3M15,405,6273450560.2%
Q4 2021187$693.7M14,155,3222342620.1%
Q3 2021177$687.1M13,605,2472242660.2%
Q2 2021187$758.3M14,407,1124958410.7%
Q1 2021177$994.7M21,575,9538058150.2%
Q4 2020103$305.9M7,756,461452660.0%
Q3 202058$100.9M3,139,5311011140.0%
Q2 202058$112.8M3,857,089301560.0%
Q1 202032$12.6M508,2869770.0%
Q4 201933$9.6M211,7824770.0%
Q3 201933$23.5M549,7422750.0%
Q2 201938$30.5M700,3765890.0%
Q1 201936$29.8M724,3785890.0%
Q4 201838$77.5M1,946,1341120.0%