HolderBook

INVESCO EXCHANGE TRADED FD T (PID)

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

153
Reporting holders
$414.1M
Reported value
0.0%
Held as options
+4
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
MORGAN STANLEY$71.8M3,235,9940.00%33q+1.7%+$1.2M
WELLS FARGO & COMPANY/MN$35.0M1,576,5150.01%31q-50.9%-$36.3M
LPL Financial LLC$27.7M1,247,8690.01%31q-2.4%-$675.3K
Strategic Wealth Partners, Ltd.$25.6M1,152,9761.58%14q+3.4%+$839.0K
Northwest Financial Advisors$21.3M960,1102.83%newNEW
UBS Group AG$20.5M921,7530.00%31q-1.4%-$293.4K
BANK OF AMERICA CORP /DE/$20.3M913,8430.00%31q+0.5%+$110.2K
Equitable Holdings, Inc.$19.8M889,6480.12%18q+8.8%+$1.6M
JONES FINANCIAL COMPANIES LLLP$18.1M809,3820.01%10q+12.8%+$2.1M
Modern Wealth Management, LLC$14.1M633,7890.17%5q-24.4%-$4.6M
Kingsview Wealth Management, LLC$8.8M394,8320.11%33q+1532.5%+$8.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.5M293,7090.00%21q+5.0%+$310.4K
OSAIC HOLDINGS, INC.$6.2M279,4060.01%26q-5.4%-$352.1K
ROYAL BANK OF CANADA$5.9M265,1870.00%31q-1.4%-$83.3K
RAYMOND JAMES FINANCIAL INC$5.6M251,7910.00%7q+5.0%+$268.5K
ENVESTNET ASSET MANAGEMENT INC$5.3M238,7860.00%31q+8.6%+$418.8K
Morton Capital Management LLC/CA$5.3M236,5470.72%15q-3.0%-$162.6K
COMMONWEALTH EQUITY SERVICES, LLC$5.2M233,3670.01%31q+0.9%+$44.7K
HighTower Advisors, LLC$4.4M199,6660.00%26q+1.4%+$63.0K
Focus Financial Network, Inc.$4.1M185,6560.13%15q+0.9%+$37.3K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M177,3440.01%12qHELD
CAHILL FINANCIAL ADVISORS INC$3.9M174,9400.37%23q-11.2%-$491.6K
Sanctuary Advisors, LLC$3.2M142,6770.01%9q-10.8%-$384.9K
Corient Private Wealth LP$2.8M124,1260.00%4q+100.0%+$1.4M
Cheviot Value Management, LLC$2.7M122,5020.28%26qHELD
Continuum Advisory, LLC$2.6M116,5350.21%18q+10.3%+$241.6K
Mariner, LLC$2.6M115,9060.00%31q+2.1%+$52.7K
JPMORGAN CHASE & CO$2.5M111,6300.00%31qHELD
Creative Planning$2.4M109,8840.00%31qHELD
BRIAN LOW FINANCIAL GROUP, LLC$2.4M108,6571.41%5q+9.7%+$212.9K
Cetera Investment Advisers$2.3M103,5110.00%14q-2.7%-$64.6K
AMERIPRISE FINANCIAL INC$2.3M102,5350.00%31q-53.6%-$2.6M
One Wealth Map LLC$2.1M87,8850.94%14q+1.0%+$20.5K
STIFEL FINANCIAL CORP$1.9M87,6810.00%31q-0.7%-$14.1K
&PARTNERS$1.6M72,5470.01%9q-0.8%-$12.9K
BRANDYWINE OAK PRIVATE WEALTH LLC$1.5M68,7500.12%31qHELD
Stratos Wealth Partners, LTD.$1.5M68,2880.02%16q+11.3%+$153.6K
AAF Wealth Management, LLC$1.4M64,6620.53%15q-4.5%-$68.1K
NewEdge Advisors, LLC$1.4M63,0260.00%newNEW
MML INVESTORS SERVICES, LLC$1.4M61,4880.00%31q+1.0%+$13.3K
Capital Investment Advisors, LLC$1.2M55,6990.02%25qHELD
Freedom Financial Partners LLC$1.2M55,1530.40%7q+0.6%+$7.5K
Parcion Private Wealth LLC$1.2M54,6580.07%16qHELD
Southland Equity Partners LLC$1.2M52,4970.20%16q-2.4%-$29.3K
FIRST AMERICAN TRUST, FSB$1.1M51,1820.07%31q-42.9%-$853.3K
Merit Financial Group, LLC$1.1M48,8740.00%13q+82.0%+$488.8K
Institute for Wealth Management, LLC.$1.1M48,0860.09%31qHELD
NESTEGG ADVISORS, INC.$1.1M47,8960.75%7q-2.8%-$30.5K
Cerity Partners LLC$1.0M46,2100.00%19q+1.4%+$13.7K
Mosley Wealth Management$965.0K43,4670.31%2q+719.5%+$847.2K
Private Advisor Group, LLC$914.2K41,1820.00%30q+11.1%+$91.2K
WINEBRENNER CAPITAL MANAGEMENT LLC$907.2K40,8650.55%7qHELD
Breakwater Capital Group$904.0K40,7220.11%15q-0.6%-$5.7K
DRIVE WEALTH MANAGEMENT, LLC$848.6K38,2260.15%15q-2.2%-$19.1K
Principle Wealth Partners LLC$795.0K35,8120.04%12q-6.4%-$54.4K
Accel Wealth Management$794.1K35,7720.18%17q-15.4%-$144.6K
Legacy Financial Advisors, Inc.$770.7K34,7170.09%11q-9.9%-$84.4K
Eagle Strategies LLC$729.9K32,8810.07%17q-5.0%-$38.7K
Kestra Advisory Services, LLC$711.9K32,0660.00%21q-1.3%-$9.1K
IFG Advisory, LLC$686.8K30,9370.02%newNEW
Appalachian Capital Management Ltd$655.4K29,5240.48%3qHELD
FLAGSHIP HARBOR ADVISORS, LLC$622.0K28,0180.02%10q+1.9%+$11.6K
GLOBALT Investments LLC / GA$620.8K27,9640.02%11q-4.7%-$30.7K
BCS Wealth Management$599.1K26,9870.11%8q-1.3%-$8.0K
Alexander Randolph Advisory, Inc.$561.4K25,2870.46%11qHELD
Rockefeller Capital Management L.P.$553.2K24,9180.00%28q+4.4%+$23.4K
Arkadios Wealth Advisors$526.4K23,7140.01%5q-3.7%-$20.2K
SimpliFi, Inc.$512.0K23,0630.20%14q+1.4%+$7.1K
BIP Wealth, LLC$484.0K21,8000.01%14qHELD
STEPHENS INC /AR/$464.7K20,9340.01%11q+6.7%+$29.2K
BLUEDOOR PRIVATE WEALTH, LLC$445.5K20,0660.19%3qHELD
SAXON INTERESTS, INC.$442.8K19,9460.12%4qHELD
Golden State Wealth Management, LLC$439.0K19,7750.04%7q-9.3%-$45.2K
Sigma Planning Corp$423.2K19,0650.01%15qHELD
Essex Financial Services, Inc.$392.8K17,6950.02%24q-2.3%-$9.1K
Mutual Advisors, LLC$391.6K17,6400.01%28qHELD
Federation des caisses Desjardins du Quebec$383.6K17,2790.00%33qHELD
FIFTH THIRD BANCORP$360.5K16,2370.00%2q-1.7%-$6.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$347.5K15,6530.00%newNEW
UMB Bank, n.a.$324.1K14,6000.00%3qHELD
Beacon Pointe Advisors, LLC$312.0K14,0530.00%4q-8.4%-$28.7K
TWO SIGMA INVESTMENTS, LP$308.6K13,9000.00%2q+3.0%+$8.9K
Visionary Wealth Advisors$300.2K13,5220.01%11qHELD
CAPTRUST FINANCIAL ADVISORS$288.6K13,0010.00%15q-12.8%-$42.4K
Concurrent Investment Advisors, LLC$279.1K12,5700.00%3q-8.0%-$24.4K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$278.2K12,5330.01%6q+11.3%+$28.3K
FLYNN ZITO CAPITAL MANAGEMENT, LLC$275.6K12,4160.07%15qHELD
CITADEL ADVISORS LLC$269.2K12,1280.00%2q-59.3%-$392.2K
Keating Financial Advisory Services, Inc.$263.2K11,8550.03%3qHELD
KINGSWOOD WEALTH ADVISORS, LLC$258.5K11,6440.01%3qHELD
Capital Investment Advisory Services, LLC$251.8K11,3430.02%31q-7.7%-$21.0K
Genesis Wealth Advisors, LLC$237.8K10,7100.14%7qHELD
Arax Advisory Partners$237.1K10,6780.00%5qHELD
Waterloo Capital, L.P.$232.4K10,4700.01%newNEW
Lantern Wealth Advisors, LLC$222.0K10,0000.10%10qHELD
NorthRock Partners, LLC$213.7K9,6270.00%4qHELD
PFG Advisors$208.3K9,3830.01%newNEW
RIVERCHASE WEALTH MANAGEMENT, LLC$207.8K9,3620.10%3qHELD
CALTON & ASSOCIATES, INC.$207.4K9,3420.03%7q-42.6%-$154.2K
FMR LLC$206.6K9,3070.00%22q+1.2%+$2.4K

Showing the largest 100 of 161 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026153$414.1M18,635,6991543430.0%
Q1 2026149$423.2M18,985,2811142490.0%
Q4 2025147$400.0M18,172,9571343380.0%
Q3 2025138$382.1M17,978,9931145370.0%
Q2 2025140$384.7M18,784,7951241410.0%
Q1 2025141$324.2M16,996,3251140480.0%
Q4 2024149$349.5M19,023,3781136390.0%
Q3 2024139$359.3M18,168,590838440.0%
Q2 2024148$348.5M19,425,1661443470.0%
Q1 2024147$532.2M28,727,7901637530.0%
Q4 2023145$508.3M27,553,0981737490.0%
Q3 2023135$481.1M28,781,0901255400.0%
Q2 2023129$538.6M29,677,335851370.0%
Q1 2023130$475.0M26,635,5321456340.0%
Q4 2022123$389.0M23,270,3402940250.0%
Q3 2022122$315.3M20,668,9641449300.0%
Q2 2022121$269.4M15,735,9992145250.0%
Q1 2022111$272.8M13,918,7002138190.0%
Q4 202198$170.2M9,217,795832250.0%
Q3 202197$158.3M9,041,223728230.0%
Q2 2021102$155.2M8,784,1511535190.0%
Q1 202193$141.9M8,330,4661327270.0%
Q4 202092$135.5M8,812,576417450.0%
Q3 202098$123.4M9,727,1721026320.0%
Q2 202093$127.6M10,481,350719390.0%
Q1 2020109$139.2M12,302,934935380.0%
Q4 2019115$186.7M10,946,2741737260.0%
Q3 2019100$166.0M10,352,1411430240.0%
Q2 201994$163.4M10,000,818530250.0%
Q1 2019106$162.0M10,198,2051424380.0%
Q4 2018107$164.0M11,603,6672530.0%