INVESCO EXCHANGE TRADED FD T (PJP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
114
Reporting holders
$97.2M
Reported value
0.7%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Peak Asset Management, LLC | $16.1M | 135,861 | 2.37% | 31q | +0.7%+$108.4K |
| MORGAN STANLEY | $12.1M | 102,176 | 0.00% | 33q | -61.9%-$19.7M |
| LPL Financial LLC | $5.9M | 50,062 | 0.00% | 31q | -36.7%-$3.4M |
| UBS Group AG | $5.1M | 42,970 | 0.00% | 31q | -1.6%-$80.9K |
| MML INVESTORS SERVICES, LLC | $4.6M | 39,043 | 0.01% | 2q | +41.8%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $4.4M | 36,897 | 0.00% | 31q | +35.9%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $3.6M | 30,639 | 0.00% | 31q | -58.9%-$5.2M |
| WELLS FARGO & COMPANY/MN | $3.0M | 25,700 | 0.00% | 31q | -76.5%-$9.9M |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 23,006 | 0.00% | 7q | -51.8%-$2.9M |
| Joseph Group Capital Management | $2.7M | 22,966 | 0.57% | 11q | +1.1%+$30.0K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $2.2M | 18,231 | 0.49% | 31q | +1.1%+$23.3K |
| Beacon Pointe Advisors, LLC | $2.0M | 16,871 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $2.0M | 16,832 | 0.00% | 31q | -73.0%-$5.4M |
| Trilogy Capital Inc. | $1.8M | 15,476 | 0.07% | 5q | -3.2%-$59.8K |
| Rockefeller Capital Management L.P. | $1.8M | 15,245 | 0.00% | 4q | +1136.4%+$1.7M |
| AMERIPRISE FINANCIAL INC | $1.4M | 11,596 | 0.00% | 31q | -70.7%-$3.5M |
| Institute for Wealth Management, LLC. | $1.4M | 12,101 | 0.13% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 4,151 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 9,570 | 0.00% | 26q | +8.7%+$90.9K |
| Cetera Investment Advisers | $1.0M | 8,502 | 0.00% | 10q | -58.4%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $981.3K | 8,285 | 0.00% | 31q | -19.6%-$239.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $922.1K | 7,778 | 0.00% | 12q | +6.9%+$59.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $876.1K | 7,396 | 0.00% | 31q | +112.9%+$464.6K |
| STIFEL FINANCIAL CORP | $809.8K | 6,837 | 0.00% | 2q | +19.0%+$129.1K |
| JONES FINANCIAL COMPANIES LLLP | $801.0K | 6,749 | 0.00% | 9q | +2.8%+$22.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $795.7K | 6,718 | 0.55% | 3q | -3.0%-$24.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | $769.9K | 6,500 | 0.03% | 31q | +7.5%+$53.4K |
| JPMORGAN CHASE & CO | $677.1K | 5,708 | 0.00% | 13q | +468.5%+$558.0K |
| &PARTNERS | $647.5K | 5,466 | 0.00% | 9q | +9.6%+$57.0K |
| Arax Advisory Partners | $583.8K | 4,929 | 0.00% | 2q | +1002.7%+$530.9K |
| Focus Partners Wealth | $534.4K | 4,511 | 0.00% | 7q | -3.7%-$20.7K |
| WHITTIER TRUST CO OF NEVADA INC | $504.9K | 4,130 | 0.01% | 26q | HELD |
| Capital Investment Advisory Services, LLC | $501.2K | 4,231 | 0.03% | 31q | HELD |
| Diversified Enterprises, LLC | $481.6K | 4,066 | 0.02% | 8q | HELD |
| SUMMIT WEALTH GROUP LLC / CO | $481.2K | 4,063 | 0.04% | 3q | -4.7%-$23.8K |
| SIMON QUICK ADVISORS, LLC | $438.3K | 3,700 | 0.02% | 2q | HELD |
| Secure Asset Management, LLC | $428.2K | 3,615 | 0.06% | new | NEW |
| Equitable Holdings, Inc. | $416.5K | 3,516 | 0.00% | 5q | -1.2%-$5.2K |
| Nicholas Hoffman & Company, LLC. | $411.6K | 3,475 | 0.01% | 31q | HELD |
| Stonebridge Financial Planning Group, LLC | $399.8K | 3,375 | 0.13% | 27q | +24.4%+$78.3K |
| Element Wealth, LLC | $389.7K | 3,290 | 0.15% | 27q | -0.8%-$3.3K |
| MEANS INVESTMENT CO., INC. | $348.5K | 2,942 | 0.03% | 31q | HELD |
| HighTower Advisors, LLC | $347.9K | 2,937 | 0.00% | 14q | -98.7%-$26.2M |
| J.W. COLE ADVISORS, INC. | $345.1K | 2,914 | 0.01% | 6q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $338.2K | 2,858 | 0.00% | 3q | HELD |
| XTX Topco Ltd | $326.4K | 2,756 | 0.00% | new | NEW |
| Creative Planning | $306.0K | 2,584 | 0.00% | 10q | -7.2%-$23.6K |
| Allworth Financial LP | $301.8K | 2,548 | 0.00% | 20q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $300.1K | 2,534 | 0.00% | 15q | HELD |
| COMMERCE BANK | $290.2K | 2,450 | 0.00% | 4q | HELD |
| Henson-Edgewater Management, LLC | $271.2K | 2,170 | 0.14% | 3q | -11.2%-$34.4K |
| CIBC Bancorp USA Inc. | $260.6K | 2,200 | 0.00% | 2q | HELD |
| Focus Partners Advisor Solutions, LLC | $244.6K | 2,065 | 0.00% | 3q | -0.6%-$1.4K |
| Nuveen, LLC | $244.2K | 2,062 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $237.2K | 2,003 | 0.00% | 2q | -65.9%-$458.8K |
| Steward Partners Investment Advisory, LLC | $234.6K | 1,981 | 0.00% | 29q | -0.5%-$1.2K |
| Kestra Advisory Services, LLC | $234.5K | 1,979 | 0.00% | new | NEW |
| MOR Wealth Management, LLC | $226.2K | 1,910 | 0.09% | new | NEW |
| Chicago Partners Investment Group LLC | $226.2K | 1,882 | 0.00% | new | NEW |
| Chevy Chase Trust Holdings, LLC | $225.0K | 1,900 | 0.00% | new | NEW |
| CITIGROUP INC | $219.7K | 1,855 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $217.5K | 1,836 | 0.00% | 2q | -92.5%-$2.7M |
| Perennial Investment Advisors, LLC | $215.0K | 1,815 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $213.6K | 1,803 | 0.00% | 21q | +1.9%+$4.0K |
| Geneos Wealth Management Inc. | $204.0K | 1,722 | 0.00% | 33q | HELD |
| FMR LLC | $198.3K | 1,674 | 0.00% | 25q | -17.2%-$41.1K |
| PNC Financial Services Group, Inc. | $156.9K | 1,325 | 0.00% | 20q | HELD |
| VALLEY NATIONAL ADVISERS INC | $156.5K | 1,321 | 0.02% | 6q | HELD |
| Cordant, Inc. | $74.4K | 628 | 0.03% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $71.6K | 609 | 0.00% | 3q | HELD |
| North Star Investment Management Corp. | $71.1K | 600 | 0.00% | 27q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $68.0K | 574 | 0.00% | 18q | HELD |
| BANK OF MONTREAL /CAN/ | $61.5K | 519 | 0.00% | 31q | -8.8%-$5.9K |
| N.E.W. Advisory Services LLC | $55.1K | 465 | 0.00% | 6q | HELD |
| Integrated Wealth Concepts LLC | $54.9K | 463 | 0.00% | new | NEW |
| IFP Advisors, Inc | $46.2K | 390 | 0.00% | 32q | HELD |
| FIFTH THIRD BANCORP | $46.1K | 389 | 0.00% | 2q | +12.1%+$5.0K |
| Farther Finance Advisors, LLC | $44.5K | 376 | 0.00% | 2q | -19.3%-$10.7K |
| DHJJ Financial Advisors, Ltd. | $41.4K | 349 | 0.01% | 5q | HELD |
| Kroeger Financial Partners | $33.6K | 284 | 0.03% | new | FIRST |
| GAMMA Investing LLC | $28.5K | 241 | 0.00% | 9q | HELD |
| NewEdge Advisors, LLC | $28.4K | 240 | 0.00% | new | NEW |
| BlackRock, Inc. | $27.2K | 230 | 0.00% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $26.6K | 224 | 0.00% | 9q | +273.3%+$19.5K |
| Aptus Capital Advisors, LLC | $24.4K | 206 | 0.00% | 13q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $22.3K | 188 | 0.00% | 3q | -41.1%-$15.5K |
| Rossby Financial, LCC | $19.1K | 161 | 0.00% | 6q | HELD |
| HORIZON BANCORP INC /IN/ | $18.0K | 148 | 0.01% | 12q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $17.8K | 150 | 0.00% | 27q | HELD |
| Federation des caisses Desjardins du Quebec | $15.3K | 129 | 0.00% | 33q | HELD |
| Murphy & Mullick Capital Management Corp | $13.6K | 115 | 0.01% | 7q | HELD |
| StrongBox Wealth, LLC | $12.9K | 109 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $12.3K | 104 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $12.0K | 101 | 0.00% | 15q | HELD |
| Fortis Group Advisors, LLC | $11.8K | 100 | 0.00% | 12q | HELD |
| Crews Bank & Trust | $11.8K | 100 | 0.00% | 7q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $11.0K | 93 | 0.00% | new | NEW |
| AE Wealth Management LLC | $10.7K | 90 | 0.00% | 7q | -84.7%-$59.2K |
| HIGHLINE WEALTH PARTNERS LLC | $9.9K | 84 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $7.3K | 61 | 0.00% | 2q | HELD |
Showing the largest 100 of 119 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 | 114 | $97.2M | 813,305 | 18 | 19 | 32 | 0.7% |
| Q1 2026 | 114 | $157.4M | 1,514,845 | 30 | 22 | 19 | 0.2% |
| Q4 2025 | 98 | $67.4M | 644,317 | 16 | 20 | 15 | 0.0% |
| Q3 2025 | 88 | $57.1M | 617,629 | 7 | 13 | 17 | 0.0% |
| Q2 2025 | 88 | $52.2M | 650,041 | 7 | 12 | 21 | 0.4% |
| Q1 2025 | 90 | $57.0M | 659,530 | 9 | 12 | 26 | 0.0% |
| Q4 2024 | 89 | $63.1M | 755,164 | 7 | 11 | 20 | 0.0% |
| Q3 2024 | 91 | $60.2M | 693,036 | 9 | 15 | 24 | 0.0% |
| Q2 2024 | 83 | $57.0M | 692,530 | 8 | 14 | 23 | 0.0% |
| Q1 2024 | 83 | $70.5M | 879,298 | 11 | 19 | 21 | 0.0% |
| Q4 2023 | 76 | $49.3M | 647,361 | 8 | 10 | 28 | 0.0% |
| Q3 2023 | 72 | $45.9M | 624,101 | 4 | 9 | 21 | 0.0% |
| Q2 2023 | 77 | $58.7M | 694,559 | 6 | 11 | 21 | 0.4% |
| Q1 2023 | 73 | $59.6M | 784,239 | 5 | 7 | 25 | 0.0% |
| Q4 2022 | 76 | $69.1M | 875,177 | 16 | 18 | 16 | 0.5% |
| Q3 2022 | 80 | $69.3M | 968,139 | 10 | 15 | 16 | 0.3% |
| Q2 2022 | 78 | $58.1M | 774,972 | 4 | 14 | 22 | 0.0% |
| Q1 2022 | 86 | $61.1M | 751,415 | 14 | 13 | 23 | 0.0% |
| Q4 2021 | 81 | $66.3M | 817,301 | 4 | 19 | 24 | 0.0% |
| Q3 2021 | 93 | $74.3M | 950,549 | 9 | 23 | 21 | 0.0% |
| Q2 2021 | 89 | $67.9M | 828,621 | 6 | 17 | 20 | 1.8% |
| Q1 2021 | 89 | $71.8M | 833,069 | 8 | 19 | 20 | 8.5% |
| Q4 2020 | 87 | $76.4M | 1,069,005 | 9 | 12 | 27 | 0.0% |
| Q3 2020 | 83 | $72.2M | 1,129,496 | 9 | 14 | 24 | 0.0% |
| Q2 2020 | 85 | $89.7M | 1,386,386 | 10 | 19 | 16 | 0.0% |
| Q1 2020 | 86 | $75.5M | 1,407,799 | 7 | 12 | 37 | 0.0% |
| Q4 2019 | 94 | $101.1M | 1,555,246 | 11 | 14 | 29 | 0.4% |
| Q3 2019 | 82 | $116.2M | 2,051,028 | 5 | 14 | 27 | 0.0% |
| Q2 2019 | 81 | $86.2M | 1,432,979 | 6 | 15 | 28 | 0.0% |
| Q1 2019 | 92 | $68.1M | 1,045,198 | 7 | 11 | 33 | 0.0% |
| Q4 2018 | 89 | $84.8M | 1,335,213 | 1 | 1 | 4 | 0.3% |