INVESCO EXCH TRADED FD TR II (PIO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
112
Reporting holders
$103.8M
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $23.3M | 518,004 | 0.00% | 31q | +3.7%+$839.8K |
| 1832 Asset Management L.P. | $18.0M | 400,105 | 0.01% | 18q | HELD |
| MORGAN STANLEY | $14.0M | 310,795 | 0.00% | 33q | -0.6%-$78.3K |
| WELLS FARGO & COMPANY/MN | $5.5M | 121,587 | 0.00% | 31q | -49.5%-$5.4M |
| OSAIC HOLDINGS, INC. | $4.9M | 109,707 | 0.01% | 26q | HELD |
| LPL Financial LLC | $4.8M | 105,833 | 0.00% | 31q | +6.6%+$294.1K |
| UBS Group AG | $4.7M | 103,669 | 0.00% | 31q | HELD |
| STIFEL FINANCIAL CORP | $2.2M | 49,705 | 0.00% | 31q | +2.6%+$56.3K |
| CIBC WORLD MARKET INC. | $2.1M | 46,571 | 0.00% | 10q | -1.3%-$28.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 36,856 | 0.00% | 30q | +120.7%+$906.3K |
| CITADEL ADVISORS LLC | $1.3M | 29,825 | 0.00% | 9q | +374.7%+$1.1M |
| CITIGROUP INC | $1.3M | 28,360 | 0.00% | 15q | +1.3%+$16.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 28,035 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $1.2M | 26,813 | 0.00% | 10q | -3.4%-$42.1K |
| Regal Investment Advisors LLC | $925.1K | 20,572 | 0.05% | 5q | HELD |
| Private Advisor Group, LLC | $852.1K | 18,947 | 0.00% | 30q | +14.8%+$110.0K |
| Linscomb Wealth, Inc. | $817.5K | 18,178 | 0.04% | 31q | -30.3%-$354.8K |
| RAYMOND JAMES FINANCIAL INC | $774.0K | 17,212 | 0.00% | 7q | +1.4%+$10.9K |
| YHB Investment Advisors, Inc. | $662.0K | 14,720 | 0.04% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $625.2K | 13,903 | 0.00% | 2q | -16.7%-$125.6K |
| Rockefeller Capital Management L.P. | $588.2K | 13,080 | 0.00% | 4q | -0.8%-$4.5K |
| CI INVESTMENTS INC. | $562.4K | 12,507 | 0.00% | 20q | +7.8%+$40.5K |
| Elmwood Wealth Management, Inc. | $558.7K | 12,423 | 0.14% | 23q | -21.1%-$149.8K |
| Spire Wealth Management | $500.5K | 11,130 | 0.02% | 22q | HELD |
| DEARBORN PARTNERS LLC | $455.4K | 6,700 | 0.01% | 10q | +100.0%+$227.7K |
| Capital Wealth Alliance, LLC | $437.3K | 9,725 | 0.20% | 7q | -5.1%-$23.5K |
| Mutual Advisors, LLC | $421.0K | 9,361 | 0.01% | 21q | HELD |
| AMERIPRISE FINANCIAL INC | $416.0K | 9,251 | 0.00% | 25q | -48.9%-$397.9K |
| Moors & Cabot, Inc. | $399.7K | 8,888 | 0.02% | 31q | -14.7%-$68.6K |
| Summit Financial, LLC | $394.7K | 8,776 | 0.00% | 5q | HELD |
| HighTower Advisors, LLC | $359.5K | 7,995 | 0.00% | 5q | +16.6%+$51.1K |
| VIMA LLC | $351.3K | 7,813 | 0.34% | 5q | +10.5%+$33.5K |
| Bluespring Wealth Management, LLC | $351.0K | 7,805 | 0.01% | new | NEW |
| ACCREDITED INVESTOR SERVICES, LLC | $308.4K | 6,858 | 0.17% | 7q | HELD |
| MATHER GROUP, LLC. | $289.3K | 6,434 | 0.00% | 2q | -48.2%-$269.2K |
| Cerity Partners LLC | $287.1K | 6,383 | 0.00% | new | NEW |
| FMR LLC | $269.5K | 5,993 | 0.00% | 26q | -7.1%-$20.5K |
| BANK OF MONTREAL /CAN/ | $267.7K | 5,952 | 0.00% | 21q | HELD |
| ROYAL BANK OF CANADA | $261.0K | 5,812 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $259.9K | 5,780 | 0.00% | 11q | HELD |
| MONECO ADVISORS, LLC | $255.2K | 5,676 | 0.02% | 5q | -14.5%-$43.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $243.4K | 5,412 | 0.01% | 2q | HELD |
| Glen Eagle Advisors, LLC | $240.7K | 5,352 | 0.03% | 33q | HELD |
| OPPENHEIMER & CO INC | $239.5K | 5,325 | 0.00% | 4q | +2.2%+$5.2K |
| JONES FINANCIAL COMPANIES LLLP | $231.1K | 5,117 | 0.00% | 9q | +3.9%+$8.7K |
| Equitable Holdings, Inc. | $226.9K | 5,047 | 0.00% | 3q | +8.2%+$17.2K |
| Millstone Evans Group, LLC | $226.2K | 5,030 | 0.12% | 7q | HELD |
| Meramec Financial Planners, LLC | $206.6K | 4,655 | 0.08% | 3q | +0.5%+$1.1K |
| J.W. COLE ADVISORS, INC. | $204.3K | 4,542 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $202.4K | 4,500 | 0.00% | 25q | HELD |
| Arbor Investment Advisors, LLC | $201.7K | 4,484 | 0.02% | new | NEW |
| SOA Wealth Advisors, LLC. | $180.9K | 4,022 | 0.03% | 23q | HELD |
| Parallel Advisors, LLC | $156.0K | 3,470 | 0.00% | 12q | HELD |
| BLUELINE ADVISORS LLC | $147.1K | 3,272 | 0.10% | 3q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $137.0K | 3,047 | 0.02% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $130.5K | 2,902 | 0.00% | 22q | +30.3%+$30.4K |
| Aptus Capital Advisors, LLC | $125.7K | 2,795 | 0.00% | 12q | HELD |
| Farther Finance Advisors, LLC | $117.4K | 2,611 | 0.00% | 15q | HELD |
| SBI Securities Co., Ltd. | $111.5K | 2,479 | 0.00% | 7q | -4.9%-$5.8K |
| BLAIR WILLIAM & CO/IL | $95.0K | 2,113 | 0.00% | 26q | HELD |
| CENTRAL TRUST Co | $89.9K | 2,000 | 0.00% | 31q | HELD |
| AdvisorNet Financial, Inc | $72.0K | 1,600 | 0.00% | 28q | HELD |
| NBT BANK, N.A. | $69.2K | 1,539 | 0.00% | 8q | HELD |
| ADIRONDACK TRUST CO | $67.5K | 1,500 | 0.02% | 31q | HELD |
| FIFTH THIRD BANCORP | $65.7K | 1,460 | 0.00% | 2q | -23.6%-$20.2K |
| BlackRock, Inc. | $64.6K | 1,437 | 0.00% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $62.3K | 1,387 | 0.00% | 19q | HELD |
| US BANCORP \DE\ | $60.7K | 1,350 | 0.00% | 31q | -21.6%-$16.8K |
| West Financial Advisors, LLC | $56.2K | 1,250 | 0.01% | 23q | HELD |
| NewEdge Advisors, LLC | $54.5K | 1,213 | 0.00% | new | NEW |
| Manchester Capital Management LLC | $54.0K | 1,200 | 0.01% | 4q | HELD |
| Institute for Wealth Management, LLC. | $54.0K | 1,200 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $52.9K | 1,176 | 0.00% | 12q | -0.5% |
| Integrated Wealth Concepts LLC | $45.2K | 1,006 | 0.00% | new | NEW |
| UNION SAVINGS BANK | $44.0K | 979 | 0.02% | 12q | HELD |
| GLENMEDE TRUST CO NA | $39.9K | 888 | 0.00% | 29q | HELD |
| TRUST CO OF VERMONT | $39.8K | 884 | 0.00% | 14q | +2.4% |
| AlphaCore Capital LLC | $39.7K | 836 | 0.00% | 6q | +13.6%+$4.7K |
| BOKF, NA | $38.7K | 860 | 0.00% | 8q | HELD |
| Breakwater Investment Management | $34.8K | 774 | 0.01% | 10q | HELD |
| Evelyn Partners Group Ltd | $33.7K | 750 | 0.00% | new | FIRST |
| Intesa Sanpaolo Wealth Management | $33.7K | 750 | 0.01% | 3q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $33.4K | 743 | 0.00% | 3q | HELD |
| WHITTIER TRUST CO | $32.0K | 700 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $28.3K | 630 | 0.00% | 12q | HELD |
| Geneos Wealth Management Inc. | $26.9K | 599 | 0.00% | 33q | HELD |
| HARBOUR INVESTMENTS, INC. | $25.2K | 561 | 0.00% | 21q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $24.6K | 547 | 0.00% | 14q | HELD |
| GAMMA Investing LLC | $22.2K | 493 | 0.00% | 11q | HELD |
| ASSETMARK, INC | $21.4K | 476 | 0.00% | new | NEW |
| Triumph Capital Management | $17.3K | 384 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $15.7K | 350 | 0.00% | new | NEW |
| GODSEY & GIBB, INC | $13.7K | 305 | 0.00% | 9q | HELD |
| 1 NORTH WEALTH SERVICES LLC | $13.7K | 304 | 0.00% | 6q | HELD |
| BARRETT & COMPANY, INC. | $12.4K | 275 | 0.00% | 16q | HELD |
| Federation des caisses Desjardins du Quebec | $12.1K | 270 | 0.00% | 8q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.0K | 267 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.6K | 234 | 0.00% | 3q | HELD |
| North Star Investment Management Corp. | $10.4K | 231 | 0.00% | 22q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $9.0K | 200 | 0.00% | 15q | HELD |
Showing the largest 100 of 118 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 | 112 | $103.8M | 2,304,115 | 11 | 19 | 18 | 0.0% |
| Q1 2026 | 109 | $103.9M | 2,390,783 | 11 | 21 | 18 | 0.0% |
| Q4 2025 | 110 | $101.6M | 2,296,515 | 7 | 19 | 19 | 0.0% |
| Q3 2025 | 104 | $100.4M | 2,234,212 | 9 | 20 | 16 | 0.0% |
| Q2 2025 | 101 | $103.7M | 2,308,110 | 9 | 14 | 18 | 0.0% |
| Q1 2025 | 97 | $87.7M | 2,182,541 | 6 | 13 | 20 | 0.0% |
| Q4 2024 | 100 | $86.0M | 2,198,283 | 5 | 18 | 17 | 0.0% |
| Q3 2024 | 97 | $93.7M | 2,172,770 | 12 | 16 | 17 | 0.0% |
| Q2 2024 | 89 | $81.1M | 2,005,273 | 5 | 16 | 22 | 0.0% |
| Q1 2024 | 92 | $117.4M | 2,723,323 | 9 | 13 | 21 | 0.0% |
| Q4 2023 | 88 | $99.2M | 2,510,162 | 7 | 18 | 16 | 0.0% |
| Q3 2023 | 85 | $69.5M | 2,057,725 | 8 | 8 | 20 | 0.0% |
| Q2 2023 | 84 | $86.7M | 2,421,158 | 2 | 15 | 16 | 0.0% |
| Q1 2023 | 85 | $75.2M | 2,148,725 | 16 | 11 | 20 | 0.0% |
| Q4 2022 | 71 | $71.3M | 2,182,402 | 10 | 9 | 20 | 0.0% |
| Q3 2022 | 82 | $76.6M | 2,661,324 | 6 | 17 | 13 | 0.0% |
| Q2 2022 | 85 | $81.1M | 2,610,039 | 6 | 14 | 20 | 0.0% |
| Q1 2022 | 89 | $99.4M | 2,723,532 | 8 | 14 | 16 | 0.0% |
| Q4 2021 | 98 | $116.4M | 2,679,900 | 9 | 21 | 16 | 0.0% |
| Q3 2021 | 90 | $96.2M | 2,423,337 | 9 | 24 | 13 | 0.0% |
| Q2 2021 | 87 | $89.7M | 2,401,089 | 12 | 18 | 11 | 0.0% |
| Q1 2021 | 81 | $78.6M | 2,284,993 | 16 | 17 | 8 | 0.0% |
| Q4 2020 | 65 | $71.0M | 2,031,305 | 4 | 17 | 6 | 0.0% |
| Q3 2020 | 67 | $66.9M | 2,110,317 | 6 | 12 | 13 | 0.0% |
| Q2 2020 | 64 | $61.0M | 2,121,370 | 12 | 8 | 13 | 0.0% |
| Q1 2020 | 61 | $49.6M | 2,002,351 | 7 | 10 | 12 | 0.0% |
| Q4 2019 | 65 | $57.0M | 1,844,640 | 7 | 10 | 11 | 0.0% |
| Q3 2019 | 58 | $57.2M | 2,051,473 | 8 | 9 | 13 | 0.0% |
| Q2 2019 | 54 | $59.8M | 2,150,327 | 5 | 12 | 8 | 0.0% |
| Q1 2019 | 59 | $52.2M | 1,939,463 | 6 | 7 | 17 | 0.0% |
| Q4 2018 | 60 | $46.1M | 1,994,993 | 1 | 0 | 4 | 0.0% |