INVESCO EXCHANGE TRADED FD T (PGF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
145
Reporting holders
$139.3M
Reported value
0.0%
Held as options
-1
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 | $20.5M | 1,492,566 | 0.00% | 33q | -3.1%-$650.5K |
| UBS Group AG | $18.4M | 1,344,454 | 0.00% | 31q | +1.5%+$267.0K |
| BANK OF AMERICA CORP /DE/ | $9.9M | 720,215 | 0.00% | 31q | -2.1%-$215.1K |
| LPL Financial LLC | $9.8M | 711,683 | 0.00% | 31q | -7.4%-$781.7K |
| WELLS FARGO & COMPANY/MN | $9.3M | 678,599 | 0.00% | 31q | -45.1%-$7.6M |
| Investors Research Corp | $5.2M | 378,941 | 0.93% | 18q | +7.4%+$359.5K |
| North Star Investment Management Corp. | $4.6M | 338,254 | 0.25% | 31q | +6.3%+$275.1K |
| Private Advisor Group, LLC | $4.4M | 319,009 | 0.02% | 30q | -4.9%-$226.0K |
| MAI Capital Management | $4.3M | 312,987 | 0.02% | 7q | +1804.4%+$4.1M |
| Signal Advisors Wealth, LLC | $4.1M | 302,502 | 0.21% | 6q | +40.1%+$1.2M |
| Field & Main Bank | $2.8M | 203,952 | 0.29% | 29q | +111.0%+$1.5M |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 177,969 | 0.00% | 7q | +8.7%+$195.8K |
| ROYAL BANK OF CANADA | $2.2M | 160,130 | 0.00% | 31q | +22.8%+$408.2K |
| Sterneck Capital Management, LLC | $2.1M | 153,735 | 0.90% | 15q | +6.8%+$134.1K |
| Sanctuary Advisors, LLC | $1.9M | 139,578 | 0.01% | 9q | +1.9%+$34.9K |
| Wealth Advisory Solutions, LLC | $1.7M | 125,664 | 0.35% | 6q | +12.7%+$194.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 108,751 | 0.00% | 12q | -5.8%-$91.4K |
| Prospera Financial Services Inc | $1.4M | 101,330 | 0.02% | 23q | -5.6%-$82.0K |
| OSAIC HOLDINGS, INC. | $1.4M | 98,503 | 0.00% | 26q | -4.4%-$62.1K |
| Lord & Richards Wealth Management, LLC | $1.2M | 90,368 | 0.97% | 6q | +7.1%+$82.2K |
| Magnus Financial Group LLC | $1.2M | 87,699 | 0.09% | 14q | +1.5%+$17.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 80,046 | 0.00% | 31q | -4.4%-$50.9K |
| D.A. DAVIDSON & CO. | $1.1M | 78,203 | 0.01% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 77,002 | 0.00% | 31q | +1.1%+$11.7K |
| FIFTH THIRD BANCORP | $976.4K | 71,217 | 0.00% | 2q | -4.0%-$41.2K |
| Cetera Investment Advisers | $971.5K | 70,858 | 0.00% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $958.5K | 69,909 | 0.00% | 31q | +3.7%+$34.0K |
| Tailwinds Wealth, LLC | $920.0K | 67,104 | 0.54% | 3q | +201.7%+$615.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $872.2K | 63,482 | 0.05% | 7q | -2.9%-$26.1K |
| CITADEL ADVISORS LLC | $844.0K | 61,562 | 0.00% | new | NEW |
| MARIPAU WEALTH MANAGEMENT LLC | $829.3K | 59,866 | 0.30% | 6q | +16.5%+$117.2K |
| Equitable Holdings, Inc. | $735.3K | 53,633 | 0.00% | 2q | -21.9%-$206.5K |
| HighTower Advisors, LLC | $734.3K | 53,556 | 0.00% | 12q | -1.0%-$7.5K |
| CAPTRUST FINANCIAL ADVISORS | $695.0K | 50,694 | 0.00% | 31q | +15.2%+$91.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $688.4K | 50,215 | 0.00% | 26q | +26.1%+$142.6K |
| AMERIPRISE FINANCIAL INC | $588.8K | 42,944 | 0.00% | 18q | -50.5%-$600.1K |
| LJI Wealth Management, LLC | $566.9K | 41,353 | 0.08% | 15q | +1.0%+$5.7K |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | $560.0K | 40,845 | 0.13% | 9q | -74.7%-$1.7M |
| Kestra Advisory Services, LLC | $511.6K | 37,315 | 0.00% | 24q | +59.3%+$190.4K |
| JONES FINANCIAL COMPANIES LLLP | $464.8K | 34,025 | 0.00% | 9q | +8.0%+$34.6K |
| Walker Asset Management, LLC | $458.9K | 33,470 | 0.23% | 19q | -8.1%-$40.4K |
| DEARBORN PARTNERS LLC | $456.6K | 33,244 | 0.01% | 31q | +97.0%+$224.9K |
| Beacon Pointe Advisors, LLC | $397.5K | 28,991 | 0.00% | new | NEW |
| CIM, LLC | $391.8K | 28,574 | 0.05% | 24q | HELD |
| OPPENHEIMER & CO INC | $383.5K | 27,975 | 0.00% | 27q | +2.8%+$10.3K |
| Avory & Company, LLC | $363.2K | 26,492 | 0.45% | 17q | +11.9%+$38.5K |
| CITIZENS FINANCIAL GROUP INC/RI | $361.3K | 26,350 | 0.00% | 9q | HELD |
| Caprock Group, LLC | $357.4K | 26,068 | 0.01% | 7q | HELD |
| Leading Edge Financial Planning LLC | $356.6K | 26,014 | 0.06% | 15q | HELD |
| TRUIST FINANCIAL CORP | $355.3K | 25,916 | 0.00% | 31q | +2.8%+$9.6K |
| NewEdge Advisors, LLC | $350.5K | 25,563 | 0.00% | 31q | +9.7%+$30.9K |
| HF Advisory Group, LLC | $348.8K | 25,438 | 0.11% | 15q | +6.7%+$21.8K |
| Accel Wealth Management | $333.2K | 24,301 | 0.07% | 23q | -25.8%-$116.0K |
| Capital Investment Advisors, LLC | $327.5K | 23,888 | 0.00% | 25q | -8.7%-$31.4K |
| ProVise Management Group, LLC | $311.2K | 22,702 | 0.02% | 31q | HELD |
| Western Financial Corp/CA | $302.8K | 22,086 | 0.09% | 9q | +10.0%+$27.6K |
| AQR CAPITAL MANAGEMENT LLC | $302.5K | 22,061 | 0.00% | 4q | +4.0%+$11.5K |
| STIFEL FINANCIAL CORP | $292.8K | 21,355 | 0.00% | 31q | -25.9%-$102.6K |
| Ancora Advisors LLC | $274.2K | 20,000 | 0.01% | 27q | HELD |
| Ameritas Advisory Services, LLC | $261.2K | 19,051 | 0.01% | new | NEW |
| AE Wealth Management LLC | $261.1K | 19,045 | 0.00% | new | NEW |
| Gotham Asset Management, LLC | $253.5K | 18,490 | 0.00% | 2q | HELD |
| Wealthcare Advisory Partners LLC | $243.7K | 17,775 | 0.00% | 16q | -8.9%-$23.9K |
| Institute for Wealth Management, LLC. | $238.7K | 17,407 | 0.02% | 31q | -6.1%-$15.6K |
| Fiera Capital Corp | $236.8K | 17,275 | 0.00% | 22q | HELD |
| Joseph P. Lucia & Associates, LLC | $223.7K | 16,316 | 0.07% | 30q | -8.6%-$21.0K |
| Novak & Powell Financial Services, Inc. | $223.2K | 16,277 | 0.11% | 3q | HELD |
| MCRAE CAPITAL MANAGEMENT INC | $218.5K | 15,936 | 0.04% | 18q | -1.6%-$3.7K |
| City Center Advisors, LLC | $197.3K | 14,393 | 0.16% | 5q | +13.9%+$24.1K |
| Abbot Financial Management, Inc. | $190.0K | 13,861 | 0.06% | 10q | HELD |
| Advisors Capital Management, LLC | $188.5K | 13,752 | 0.00% | 16q | +1.5%+$2.8K |
| INTEGRITY ALLIANCE, LLC. | $188.0K | 13,709 | 0.01% | 7q | HELD |
| Pinnacle Financial Partners, Inc. | $186.9K | 13,630 | 0.00% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $186.2K | 13,585 | 0.00% | 9q | HELD |
| Keudell/Morrison Wealth Management | $180.8K | 13,187 | 0.03% | 2q | -13.7%-$28.7K |
| Rehmann Capital Advisory Group | $175.1K | 12,772 | 0.01% | 2q | HELD |
| LEIGH BALDWIN & CO., LLC | $171.4K | 12,500 | 0.09% | 4q | HELD |
| Sowell Financial Services LLC | $168.1K | 12,260 | 0.01% | new | NEW |
| Fort Sheridan Advisors LLC | $161.8K | 11,800 | 0.02% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $160.8K | 11,729 | 0.00% | 31q | -5.1%-$8.6K |
| DT Investment Partners, LLC | $157.0K | 11,450 | 0.01% | new | NEW |
| Vise Technologies, Inc. | $156.1K | 11,387 | 0.00% | new | NEW |
| Focus Partners Wealth | $155.8K | 11,366 | 0.00% | 3q | -2.3%-$3.7K |
| STEPHENS INC /AR/ | $155.5K | 11,345 | 0.00% | 21q | +0.8%+$1.3K |
| GREENLEAF TRUST | $155.4K | 11,337 | 0.00% | new | NEW |
| Integrated Advisors Network LLC | $153.4K | 11,186 | 0.01% | 25q | -8.5%-$14.3K |
| GILPIN WEALTH MANAGEMENT, LLC | $137.4K | 10,025 | 0.09% | 3q | -9.1%-$13.7K |
| PRIVATE TRUST CO NA | $115.6K | 8,431 | 0.01% | 17q | HELD |
| EP Wealth Advisors, LLC | $106.8K | 7,792 | 0.00% | new | NEW |
| Arax Advisory Partners | $104.5K | 7,620 | 0.00% | 3q | -12.1%-$14.3K |
| Rockefeller Capital Management L.P. | $101.1K | 7,371 | 0.00% | 4q | +1.0%+$1.0K |
| Cassaday & Co Wealth Management LLC | $99.4K | 7,250 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $98.9K | 7,215 | 0.00% | 8q | +5.7%+$5.3K |
| Integrated Wealth Concepts LLC | $88.9K | 6,487 | 0.00% | new | NEW |
| Boreal Capital Management LLC | $80.2K | 5,847 | 0.06% | 5q | HELD |
| VISION FINANCIAL MARKETS LLC | $55.0K | 4,000 | 0.05% | 7q | HELD |
| Pacific Center for Financial Services | $54.4K | 3,967 | 0.01% | 2q | HELD |
| ROGCO, LP | $49.6K | 3,619 | 0.02% | 12q | HELD |
| Cornerstone National Bank & Trust Co | $48.1K | 3,500 | 0.02% | 2q | HELD |
| Pinnacle Bancorp, Inc. | $43.9K | 3,200 | 0.01% | 31q | +220.0%+$30.2K |
Showing the largest 100 of 149 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 | 145 | $139.3M | 10,156,062 | 15 | 45 | 34 | 0.0% |
| Q1 2026 | 146 | $144.9M | 10,544,493 | 16 | 37 | 42 | 0.0% |
| Q4 2025 | 148 | $143.7M | 10,163,626 | 12 | 36 | 49 | 0.0% |
| Q3 2025 | 154 | $152.8M | 10,456,182 | 13 | 41 | 42 | 0.0% |
| Q2 2025 | 149 | $145.1M | 10,264,598 | 12 | 42 | 42 | 0.2% |
| Q1 2025 | 153 | $146.2M | 10,272,335 | 13 | 44 | 44 | 0.0% |
| Q4 2024 | 161 | $172.3M | 11,895,348 | 19 | 44 | 40 | 0.2% |
| Q3 2024 | 158 | $205.0M | 13,074,940 | 15 | 49 | 40 | 0.2% |
| Q2 2024 | 163 | $166.6M | 11,269,777 | 17 | 39 | 44 | 0.1% |
| Q1 2024 | 159 | $239.8M | 15,702,712 | 10 | 33 | 57 | 0.2% |
| Q4 2023 | 165 | $204.5M | 13,997,224 | 11 | 32 | 57 | 0.1% |
| Q3 2023 | 167 | $200.4M | 14,257,264 | 14 | 40 | 54 | 0.0% |
| Q2 2023 | 161 | $216.6M | 15,081,483 | 9 | 39 | 51 | 0.1% |
| Q1 2023 | 168 | $200.7M | 13,780,852 | 9 | 42 | 52 | 0.3% |
| Q4 2022 | 186 | $221.0M | 15,292,922 | 27 | 36 | 63 | 0.1% |
| Q3 2022 | 204 | $267.3M | 17,786,443 | 21 | 41 | 69 | 0.0% |
| Q2 2022 | 212 | $282.1M | 18,112,677 | 12 | 45 | 84 | 0.1% |
| Q1 2022 | 216 | $331.9M | 19,586,542 | 21 | 51 | 74 | 0.2% |
| Q4 2021 | 214 | $404.3M | 21,439,820 | 20 | 59 | 65 | 0.4% |
| Q3 2021 | 190 | $395.8M | 20,814,387 | 6 | 74 | 42 | 0.3% |
| Q2 2021 | 205 | $454.6M | 23,420,899 | 9 | 67 | 61 | 0.6% |
| Q1 2021 | 206 | $433.0M | 22,820,831 | 19 | 67 | 61 | 0.5% |
| Q4 2020 | 207 | $397.4M | 20,676,079 | 21 | 63 | 48 | 0.1% |
| Q3 2020 | 179 | $301.1M | 15,888,084 | 20 | 55 | 41 | 1.1% |
| Q2 2020 | 174 | $248.0M | 13,646,644 | 16 | 52 | 40 | 1.5% |
| Q1 2020 | 182 | $212.1M | 12,407,985 | 24 | 48 | 61 | 1.2% |
| Q4 2019 | 187 | $314.9M | 16,664,788 | 25 | 48 | 42 | 0.1% |
| Q3 2019 | 158 | $317.6M | 16,880,196 | 9 | 52 | 38 | 0.2% |
| Q2 2019 | 164 | $275.7M | 14,913,769 | 14 | 51 | 37 | 0.2% |
| Q1 2019 | 179 | $234.2M | 12,009,804 | 22 | 40 | 55 | 0.1% |
| Q4 2018 | 166 | $358.8M | 20,569,521 | 0 | 3 | 5 | 0.0% |