INVESCO EXCH TRADED FD TR II (PICB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
64
Reporting holders
$324.0M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Tanager Wealth Management LLP | $104.2M | 4,499,641 | 9.07% | 19q | +22.4%+$19.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $66.4M | 1,247,916 | 0.05% | new | NEW |
| Dunhill Financial, LLC | $51.4M | 2,221,653 | 10.52% | 4q | +2.2%+$1.1M |
| Checchi Capital Advisers, LLC | $19.3M | 834,395 | 0.87% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $11.3M | 487,269 | 0.00% | 31q | -45.6%-$9.5M |
| LPL Financial LLC | $10.7M | 460,908 | 0.00% | 27q | +11.0%+$1.1M |
| Urban Financial Advisory Corp | $8.7M | 375,756 | 2.40% | 10q | -39.6%-$5.7M |
| MORGAN STANLEY | $7.3M | 316,541 | 0.00% | 33q | -34.5%-$3.9M |
| Walkner Condon Financial Advisors LLC | $6.8M | 294,945 | 0.78% | 15q | +23.5%+$1.3M |
| 1 NORTH WEALTH SERVICES LLC | $3.6M | 156,512 | 1.19% | 5q | +19.3%+$586.5K |
| STIFEL FINANCIAL CORP | $3.1M | 132,380 | 0.00% | 31q | +35.1%+$797.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $2.8M | 120,100 | 0.01% | 6q | +180.2%+$1.8M |
| Rathbones Group PLC | $2.6M | 114,025 | 0.01% | 31q | -12.3%-$370.2K |
| Bristlecone Value Partners, LLC | $2.3M | 100,865 | 1.88% | 3q | +9.0%+$193.0K |
| Private Advisor Group, LLC | $1.8M | 75,800 | 0.01% | 30q | +55.8%+$629.0K |
| GUGGENHEIM CAPITAL LLC | $1.6M | 69,729 | 0.01% | 5q | +14.9%+$209.9K |
| JOHNSON INVESTMENT COUNSEL INC | $1.5M | 65,819 | 0.01% | 2q | +28.5%+$337.8K |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 61,039 | 0.00% | 4q | +93.6%+$680.6K |
| Climber Capital SA | $1.4M | 60,195 | 0.85% | 6q | +5.2%+$68.9K |
| Cerity Partners LLC | $1.0M | 43,847 | 0.00% | 2q | HELD |
| Fortis Group Advisors, LLC | $947.4K | 40,907 | 0.15% | 4q | +6.8%+$60.2K |
| ENVESTNET ASSET MANAGEMENT INC | $926.6K | 40,009 | 0.00% | 31q | +71.8%+$387.3K |
| Grey Fox Wealth Advisors, LLC | $830.2K | 35,847 | 0.13% | 4q | -19.0%-$194.4K |
| VERITY Wealth Advisors | $828.9K | 35,790 | 0.50% | 5q | +10.4%+$77.8K |
| Millington Financial Advisors, LLC | $766.6K | 33,186 | 0.30% | 12q | +8.4%+$59.6K |
| BANK OF AMERICA CORP /DE/ | $719.3K | 31,057 | 0.00% | 7q | +98.6%+$357.1K |
| Vontobel Holding Ltd. | $708.7K | 30,600 | 0.00% | 16q | +12.3%+$77.9K |
| CHAPMAN FINANCIAL GROUP, LLC | $650.7K | 28,096 | 0.43% | 4q | HELD |
| 17 CAPITAL PARTNERS, LLC | $593.6K | 25,631 | 0.27% | 2q | +8.9%+$48.4K |
| OSAIC HOLDINGS, INC. | $541.9K | 23,404 | 0.00% | 26q | +5.8%+$29.8K |
| UBS Group AG | $539.5K | 23,294 | 0.00% | 31q | +22.3%+$98.3K |
| CAPTRUST FINANCIAL ADVISORS | $526.2K | 22,720 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $520.3K | 22,465 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $472.0K | 20,359 | 0.00% | 31q | -2.1%-$10.0K |
| Sequoia Financial Advisors, LLC | $464.8K | 20,069 | 0.00% | 4q | +0.8%+$3.9K |
| Insight Wealth Strategies, LLC | $403.6K | 17,487 | 0.04% | 5q | +3.3%+$12.9K |
| Pacifica Partners Inc. | $401.4K | 17,315 | 0.12% | 27q | HELD |
| Cetera Investment Advisers | $389.0K | 16,796 | 0.00% | 5q | +13.1%+$45.0K |
| Ausdal Financial Partners, Inc. | $358.2K | 15,468 | 0.01% | 11q | +3.7%+$12.6K |
| MML INVESTORS SERVICES, LLC | $286.8K | 12,385 | 0.00% | 6q | +18.3%+$44.3K |
| Rockefeller Capital Management L.P. | $281.5K | 12,153 | 0.00% | 4q | -5.2%-$15.4K |
| BANK OF MONTREAL /CAN/ | $277.5K | 11,982 | 0.00% | 3q | HELD |
| Factor Wealth Management LTD | $267.4K | 11,548 | 0.04% | 5q | -7.9%-$23.0K |
| Kingsview Wealth Management, LLC | $262.4K | 11,329 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $246.0K | 10,623 | 0.00% | new | NEW |
| Fifth Third Securities, Inc. | $223.3K | 9,643 | 0.01% | 3q | +6.6%+$13.9K |
| Addison Advisors LLC | $206.0K | 8,895 | 0.10% | 5q | +1.8%+$3.6K |
| Advisory Alpha, LLC | $205.6K | 8,876 | 0.01% | 2q | -4.0%-$8.5K |
| Capital Investment Advisory Services, LLC | $139.7K | 6,034 | 0.01% | 14q | +17647.1%+$139.0K |
| FIRST UNITED BANK & TRUST | $105.6K | 4,559 | 0.03% | 5q | -2.7%-$2.9K |
| Integrated Wealth Concepts LLC | $96.1K | 4,151 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $94.7K | 4,088 | 0.03% | new | NEW |
| SHP Wealth Management | $75.9K | 3,278 | 0.01% | 3q | HELD |
| Ancora Advisors LLC | $49.0K | 2,117 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $46.3K | 2,000 | 0.00% | new | NEW |
| US BANCORP \DE\ | $45.2K | 1,953 | 0.00% | 23q | +922.5%+$40.8K |
| BROWN BROTHERS HARRIMAN & CO | $43.4K | 1,875 | 0.00% | new | NEW |
| Cullen/Frost Bankers, Inc. | $25.0K | 1,080 | 0.00% | 5q | +50.8%+$8.4K |
| NATIONAL BANK OF CANADA /FI/ | $23.2K | 1,000 | 0.00% | 19q | HELD |
| Archer Investment Corp | $23.0K | 994 | 0.00% | 2q | +100.0%+$11.5K |
| JPMORGAN CHASE & CO | $15.6K | 672 | 0.00% | 6q | -56.4%-$20.2K |
| Global Retirement Partners, LLC | $11.0K | 477 | 0.00% | 13q | +11.2%+$1.1K |
| FMR LLC | $973 | 42 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $477 | 20,621 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $450 | 19,439 | 0.00% | 4q | -75.7%-$1.4K |
| NATIXIS ADVISORS, LLC | $244 | 10,569 | 0.00% | new | NEW |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $239 | 10,330 | 0.16% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $116 | 5 | 0.00% | 5q | HELD |
| Forum Finance Group S.A. | $105 | 5,600 | 0.04% | 2q | -40.7% |
| Capital Advisors, Ltd. LLC | $6 | 238 | 0.00% | 2q | 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 | 64 | $324.0M | 12,371,594 | 7 | 34 | 11 | 0.0% |
| Q1 2026 | 61 | $252.3M | 10,920,642 | 11 | 34 | 7 | 0.0% |
| Q4 2025 | 56 | $168.2M | 7,041,873 | 4 | 30 | 10 | 0.0% |
| Q3 2025 | 51 | $124.3M | 5,216,276 | 7 | 27 | 8 | 0.0% |
| Q2 2025 | 49 | $113.6M | 4,697,869 | 17 | 13 | 10 | 0.0% |
| Q1 2025 | 36 | $87.4M | 3,937,141 | 6 | 11 | 13 | 0.0% |
| Q4 2024 | 35 | $85.6M | 3,965,630 | 3 | 13 | 10 | 0.0% |
| Q3 2024 | 29 | $84.4M | 3,606,343 | 1 | 16 | 3 | 0.0% |
| Q2 2024 | 35 | $78.7M | 3,575,061 | 3 | 14 | 8 | 0.0% |
| Q1 2024 | 36 | $81.0M | 3,622,552 | 3 | 13 | 10 | 0.0% |
| Q4 2023 | 40 | $77.9M | 3,381,348 | 4 | 17 | 9 | 0.0% |
| Q3 2023 | 40 | $63.8M | 3,067,729 | 3 | 15 | 13 | 0.0% |
| Q2 2023 | 38 | $56.5M | 2,611,053 | 3 | 15 | 7 | 0.0% |
| Q1 2023 | 39 | $41.5M | 1,906,937 | 6 | 13 | 9 | 0.0% |
| Q4 2022 | 37 | $63.3M | 2,965,468 | 8 | 12 | 7 | 0.0% |
| Q3 2022 | 40 | $44.5M | 2,319,697 | 4 | 8 | 19 | 0.0% |
| Q2 2022 | 40 | $52.0M | 2,342,775 | 7 | 7 | 14 | 0.0% |
| Q1 2022 | 41 | $65.3M | 2,579,751 | 6 | 12 | 10 | 0.0% |
| Q4 2021 | 43 | $64.0M | 2,301,369 | 4 | 17 | 11 | 0.0% |
| Q3 2021 | 44 | $50.5M | 1,794,087 | 6 | 20 | 7 | 0.0% |
| Q2 2021 | 39 | $49.2M | 1,686,347 | 3 | 19 | 8 | 0.0% |
| Q1 2021 | 38 | $48.5M | 1,692,313 | 4 | 17 | 10 | 0.0% |
| Q4 2020 | 38 | $44.2M | 1,463,150 | 4 | 13 | 15 | 0.0% |
| Q3 2020 | 34 | $35.9M | 1,276,411 | 3 | 14 | 10 | 0.0% |
| Q2 2020 | 33 | $31.5M | 1,172,277 | 2 | 3 | 18 | 0.0% |
| Q1 2020 | 35 | $40.3M | 1,643,807 | 7 | 3 | 16 | 0.0% |
| Q4 2019 | 34 | $39.8M | 1,464,798 | 2 | 8 | 16 | 0.0% |
| Q3 2019 | 38 | $34.0M | 1,297,819 | 5 | 7 | 19 | 0.0% |
| Q2 2019 | 41 | $48.5M | 1,828,918 | 1 | 11 | 20 | 0.0% |
| Q1 2019 | 49 | $44.9M | 1,724,702 | 1 | 10 | 27 | 0.0% |
| Q4 2018 | 53 | $44.7M | 1,775,760 | 2 | 3 | 1 | 0.0% |