INVESCO EXCH TRADED FD TR II (PIZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
112
Reporting holders
$577.0M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $110.0M | 1,967,432 | 0.02% | 31q | -56.2%-$141.1M |
| MORGAN STANLEY | $66.7M | 1,193,152 | 0.00% | 33q | +9.9%+$6.0M |
| LPL Financial LLC | $54.0M | 966,882 | 0.01% | 31q | +43.1%+$16.3M |
| AFFINITY WEALTH MANAGEMENT LLC | $47.5M | 849,910 | 6.12% | 2q | +0.6%+$292.1K |
| ROYAL BANK OF CANADA | $36.2M | 648,239 | 0.01% | 31q | +5.8%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $27.1M | 484,715 | 0.01% | 7q | +25.2%+$5.5M |
| Axiom Financial Strategies, LLC | $22.8M | 407,770 | 7.14% | 4q | +2.0%+$443.6K |
| UBS Group AG | $19.3M | 345,711 | 0.00% | 31q | -29.0%-$7.9M |
| Systelligence, LLC | $18.8M | 335,628 | 3.13% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.0M | 313,971 | 0.03% | 12q | -1.0%-$174.1K |
| ENVESTNET ASSET MANAGEMENT INC | $15.9M | 284,922 | 0.00% | 31q | +0.6%+$99.9K |
| NewSquare Capital LLC | $10.3M | 183,637 | 0.76% | 31q | -1.9%-$203.9K |
| Cetera Investment Advisers | $9.2M | 165,178 | 0.01% | 5q | +13.0%+$1.1M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $8.4M | 149,786 | 0.40% | 5q | -56.3%-$10.8M |
| JONES FINANCIAL COMPANIES LLLP | $7.5M | 136,806 | 0.00% | 9q | +76.6%+$3.2M |
| MML INVESTORS SERVICES, LLC | $4.8M | 86,557 | 0.01% | 5q | +49.6%+$1.6M |
| REDSTONE WEALTH MANAGEMENT, LLC | $4.7M | 84,712 | 3.09% | 2q | +31.2%+$1.1M |
| OSAIC HOLDINGS, INC. | $4.6M | 81,777 | 0.01% | 26q | +233.3%+$3.2M |
| Prospera Financial Services Inc | $4.5M | 80,972 | 0.07% | 29q | -11.5%-$589.6K |
| JANE STREET GROUP, LLC | $4.0M | 71,781 | 0.00% | 4q | -15.4%-$728.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 69,871 | 0.00% | 31q | +6.1%+$224.2K |
| Equitable Holdings, Inc. | $3.8M | 68,647 | 0.02% | 5q | +20.0%+$640.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 67,081 | 0.00% | new | NEW |
| Wagner Wealth Management, Corp | $3.5M | 62,710 | 2.83% | 3q | +2.1%+$70.9K |
| TRUIST FINANCIAL CORP | $3.5M | 61,747 | 0.00% | 2q | +13.8%+$417.4K |
| Baird Financial Group, Inc. | $3.4M | 61,337 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $3.1M | 54,692 | 0.00% | 31q | -10.8%-$369.9K |
| Genesee Capital Advisors, LLC | $3.0M | 53,585 | 0.94% | 4q | +56.1%+$1.1M |
| &PARTNERS | $2.8M | 49,478 | 0.01% | 4q | +20.4%+$467.8K |
| HighTower Advisors, LLC | $2.6M | 46,737 | 0.00% | 2q | +13.7%+$314.2K |
| Bellars Harris Wealth Management, LLC | $2.6M | 46,389 | 0.53% | new | FIRST |
| Greenline Wealth Management LLC | $2.5M | 44,020 | 2.02% | 3q | +19.8%+$407.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 42,595 | 0.03% | 2q | -2.0%-$49.8K |
| PFG Advisors | $2.0M | 36,657 | 0.10% | 3q | +9.5%+$177.8K |
| Blueprint Investment Partners LLC | $2.0M | 36,573 | 0.17% | 4q | HELD |
| Blueprint Financial Advisors LLC | $2.0M | 36,573 | 0.23% | 4q | HELD |
| NewEdge Advisors, LLC | $2.0M | 36,302 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $1.9M | 33,455 | 0.01% | 4q | +33.5%+$469.6K |
| VISTA INVESTMENT PARTNERS II, LLC | $1.8M | 32,122 | 0.70% | 4q | +395.8%+$1.4M |
| Private Advisory Group LLC | $1.4M | 25,915 | 0.08% | 5q | -33.5%-$730.6K |
| Del-Sette Capital Management, LLC | $1.4M | 24,320 | 0.79% | 12q | -67.7%-$2.9M |
| CreativeOne Wealth, LLC | $1.3M | 23,150 | 0.03% | 3q | +0.9%+$12.0K |
| BANK OF AMERICA CORP /DE/ | $1.2M | 20,683 | 0.00% | 31q | HELD |
| Cyndeo Wealth Partners, LLC | $1.2M | 20,629 | 0.05% | 12q | -1.4%-$15.8K |
| GTS SECURITIES LLC | $1.1M | 20,475 | 0.02% | 3q | +173.3%+$725.8K |
| Trueblood Wealth Management, LLC | $1.1M | 19,979 | 0.39% | 11q | +2.4%+$26.7K |
| PFG Investments, LLC | $1.1M | 19,849 | 0.04% | 14q | +7.6%+$78.6K |
| Formidable Asset Management, LLC | $972.7K | 19,642 | 0.15% | 3q | +2.8%+$26.8K |
| CITIGROUP INC | $876.8K | 15,684 | 0.00% | 31q | -2.7%-$24.8K |
| RiverTree Advisors, LLC | $859.4K | 15,374 | 0.51% | 4q | -26.3%-$307.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $791.4K | 14,158 | 0.00% | 30q | +115.4%+$424.0K |
| STEINBERGANNA WEALTH MANAGEMENT | $785.4K | 14,049 | 0.32% | 4q | HELD |
| Geneos Wealth Management Inc. | $781.2K | 13,975 | 0.02% | 33q | +8.4%+$60.3K |
| Atria Investments, Inc | $774.9K | 13,862 | 0.01% | 2q | +127.5%+$434.3K |
| PETRA FINANCIAL ADVISORS INC | $774.4K | 13,853 | 0.36% | 2q | +0.7%+$5.4K |
| Quantinno Capital Management LP | $765.0K | 13,685 | 0.00% | 3q | +3.1%+$22.7K |
| FIFTH THIRD BANCORP | $591.5K | 10,582 | 0.00% | 2q | +1.9%+$11.2K |
| JPMORGAN CHASE & CO | $590.7K | 10,712 | 0.00% | 12q | -39.7%-$388.3K |
| Advisory Services Network, LLC | $551.6K | 9,867 | 0.01% | 5q | -35.1%-$298.7K |
| Steward Partners Investment Advisory, LLC | $550.9K | 9,855 | 0.00% | 29q | -4.3%-$24.6K |
| WILLNER & HELLER, LLC | $502.7K | 8,992 | 0.31% | 2q | +75.6%+$216.5K |
| Global Retirement Partners, LLC | $483.3K | 8,646 | 0.01% | 5q | -23.7%-$149.9K |
| KANE INVESTMENT MANAGEMENT, INC. | $459.3K | 8,216 | 0.20% | 4q | +6.3%+$27.2K |
| Nicholson Wealth Management Group, LLC | $451.3K | 8,073 | 0.27% | 2q | +5.5%+$23.5K |
| OneDigital Investment Advisors LLC | $444.1K | 7,945 | 0.00% | 23q | -3.6%-$16.8K |
| Darden Wealth Group Inc | $435.8K | 7,796 | 0.17% | 2q | +41.5%+$127.8K |
| Riggs Asset Managment Co. Inc. | $412.4K | 7,378 | 0.07% | 6q | +4.5%+$17.9K |
| Bensler, LLC | $410.7K | 7,348 | 0.04% | 4q | +8.1%+$30.9K |
| CIBC WORLD MARKET INC. | $406.4K | 7,271 | 0.00% | 25q | HELD |
| Stelac Advisory Services LLC | $405.3K | 7,250 | 0.08% | 2q | HELD |
| Gladstone Institutional Advisory LLC | $395.9K | 7,083 | 0.01% | 4q | +7.6%+$27.9K |
| IFP Advisors, Inc | $378.7K | 6,775 | 0.01% | new | NEW |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $363.7K | 6,507 | 0.03% | 5q | -0.8%-$2.9K |
| DRIVE WEALTH MANAGEMENT, LLC | $356.5K | 6,378 | 0.06% | 3q | +10.5%+$33.8K |
| MorganRosel Wealth Management, LLC | $353.9K | 6,331 | 0.12% | 31q | -0.8%-$2.8K |
| Private Advisor Group, LLC | $347.5K | 6,217 | 0.00% | new | NEW |
| Heirloom Wealth Management | $316.2K | 5,657 | 0.05% | 2q | -31.0%-$142.0K |
| Farther Finance Advisors, LLC | $314.5K | 5,627 | 0.00% | 6q | -35.7%-$174.4K |
| EWA, LLC | $309.5K | 5,536 | 0.06% | new | NEW |
| Sequoia Financial Advisors, LLC | $308.7K | 5,523 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $305.6K | 5,468 | 0.00% | 3q | +4.5%+$13.0K |
| Capital Investment Advisory Services, LLC | $297.7K | 5,325 | 0.02% | 31q | HELD |
| Vise Technologies, Inc. | $292.1K | 5,225 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $291.8K | 5,218 | 0.00% | 5q | +0.8%+$2.3K |
| Apollon Wealth Management, LLC | $291.5K | 5,214 | 0.00% | 6q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $276.7K | 4,950 | 0.07% | 4q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $237.0K | 4,239 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $216.8K | 3,879 | 0.00% | 5q | +131.0%+$123.0K |
| Institute for Wealth Management, LLC. | $210.9K | 3,772 | 0.02% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $169.8K | 3,283 | 0.01% | 3q | +151.4%+$102.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $150.9K | 2,699 | 0.00% | 17q | -66.2%-$296.0K |
| Integrated Wealth Concepts LLC | $149.3K | 2,670 | 0.00% | new | NEW |
| FLAGSHIP WEALTH ADVISORS, LLC | $139.8K | 2,500 | 0.03% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.4K | 1,958 | 0.00% | 2q | +3396.4%+$106.3K |
| Spire Wealth Management | $91.5K | 1,637 | 0.00% | 5q | HELD |
| DHJJ Financial Advisors, Ltd. | $85.8K | 1,534 | 0.02% | 12q | -1.9%-$1.7K |
| LANARK FINANCIAL, INC. | $76.1K | 1,360 | 0.01% | 6q | -98.6%-$5.4M |
| Arax Advisory Partners | $64.2K | 1,149 | 0.00% | 3q | HELD |
| PURSUIT WEALTH STRATEGIES, LLC | $55.3K | 990 | 0.07% | new | NEW |
| Cape Investment Advisory, Inc. | $53.1K | 950 | 0.01% | new | NEW |
Showing the largest 100 of 117 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 | $577.0M | 10,338,538 | 13 | 50 | 29 | 0.0% |
| Q1 2026 | 101 | $611.4M | 12,345,538 | 19 | 40 | 28 | 0.0% |
| Q4 2025 | 91 | $396.2M | 8,072,720 | 17 | 40 | 16 | 0.0% |
| Q3 2025 | 74 | $327.8M | 6,873,754 | 15 | 24 | 19 | 0.0% |
| Q2 2025 | 64 | $272.4M | 5,933,993 | 15 | 18 | 19 | 0.0% |
| Q1 2025 | 54 | $132.9M | 3,489,685 | 10 | 12 | 17 | 0.0% |
| Q4 2024 | 51 | $119.6M | 3,292,943 | 7 | 13 | 12 | 0.0% |
| Q3 2024 | 48 | $85.0M | 2,243,623 | 3 | 8 | 19 | 0.0% |
| Q2 2024 | 52 | $76.4M | 2,139,087 | 6 | 9 | 24 | 0.0% |
| Q1 2024 | 47 | $78.5M | 2,277,015 | 4 | 8 | 22 | 0.0% |
| Q4 2023 | 43 | $89.3M | 2,812,396 | 0 | 13 | 18 | 0.0% |
| Q3 2023 | 44 | $57.8M | 2,015,059 | 9 | 6 | 18 | 0.0% |
| Q2 2023 | 36 | $78.1M | 2,563,432 | 1 | 10 | 14 | 0.0% |
| Q1 2023 | 41 | $83.6M | 2,790,984 | 4 | 10 | 14 | 0.0% |
| Q4 2022 | 37 | $80.6M | 2,936,813 | 3 | 12 | 13 | 0.0% |
| Q3 2022 | 49 | $60.2M | 2,478,269 | 6 | 11 | 16 | 0.0% |
| Q2 2022 | 49 | $78.0M | 2,821,644 | 7 | 6 | 24 | 0.0% |
| Q1 2022 | 50 | $106.4M | 3,165,793 | 6 | 10 | 22 | 0.0% |
| Q4 2021 | 60 | $147.0M | 3,647,188 | 5 | 21 | 16 | 0.0% |
| Q3 2021 | 56 | $137.5M | 3,622,905 | 8 | 20 | 14 | 0.0% |
| Q2 2021 | 52 | $115.5M | 3,064,171 | 4 | 15 | 19 | 0.0% |
| Q1 2021 | 54 | $117.3M | 3,434,657 | 6 | 15 | 19 | 0.0% |
| Q4 2020 | 52 | $114.3M | 3,375,104 | 8 | 18 | 10 | 0.0% |
| Q3 2020 | 48 | $85.4M | 2,751,483 | 6 | 7 | 18 | 0.0% |
| Q2 2020 | 47 | $73.7M | 2,670,708 | 4 | 7 | 26 | 0.0% |
| Q1 2020 | 50 | $78.6M | 3,469,791 | 5 | 11 | 21 | 0.0% |
| Q4 2019 | 57 | $118.2M | 4,102,166 | 5 | 19 | 19 | 0.0% |
| Q3 2019 | 60 | $108.9M | 4,127,487 | 5 | 16 | 24 | 0.0% |
| Q2 2019 | 62 | $122.1M | 4,513,931 | 6 | 17 | 29 | 0.0% |
| Q1 2019 | 64 | $107.2M | 4,145,972 | 3 | 18 | 26 | 0.0% |
| Q4 2018 | 69 | $119.8M | 5,217,204 | 1 | 2 | 2 | 0.0% |