INVESCO EXCHANGE TRADED FD T (PKB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
104
Reporting holders
$309.5M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| RMG Wealth Management LLC | $86.9M | 1,326,149 | 8.97% | new | NEW |
| HighTower Advisors, LLC | $33.8M | 301,756 | 0.03% | 14q | -0.8%-$280.6K |
| MORGAN STANLEY | $32.5M | 289,760 | 0.00% | 33q | -0.9%-$286.3K |
| LPL Financial LLC | $21.7M | 193,635 | 0.00% | 31q | -9.6%-$2.3M |
| Cetera Investment Advisers | $14.8M | 132,456 | 0.01% | 10q | +3.9%+$563.6K |
| BANK OF AMERICA CORP /DE/ | $12.9M | 114,985 | 0.00% | 31q | -5.0%-$677.4K |
| RAYMOND JAMES FINANCIAL INC | $10.3M | 92,231 | 0.00% | 7q | +44.2%+$3.2M |
| WELLS FARGO & COMPANY/MN | $9.4M | 84,241 | 0.00% | 31q | -30.0%-$4.0M |
| ROYAL BANK OF CANADA | $9.1M | 81,343 | 0.00% | 31q | -9.9%-$997.5K |
| JONES FINANCIAL COMPANIES LLLP | $5.0M | 44,317 | 0.00% | 10q | +19.1%+$799.1K |
| MML INVESTORS SERVICES, LLC | $4.9M | 43,836 | 0.01% | 8q | +679.2%+$4.3M |
| TRUIST FINANCIAL CORP | $4.6M | 41,272 | 0.01% | 13q | +0.6%+$26.4K |
| MAI Capital Management | $3.2M | 28,940 | 0.01% | 31q | HELD |
| HighPoint Advisor Group LLC | $3.2M | 28,741 | 0.11% | 3q | HELD |
| Great Diamond Partners, LLC | $2.9M | 25,482 | 0.49% | 13q | +0.7%+$19.6K |
| Fifth Third Securities, Inc. | $2.8M | 25,192 | 0.16% | 3q | +197.9%+$1.9M |
| AMERIPRISE FINANCIAL INC | $2.7M | 24,395 | 0.00% | 26q | -52.1%-$3.0M |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 20,675 | 0.04% | 6q | +4.6%+$101.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 19,773 | 0.00% | 14q | +14.7%+$284.3K |
| Capital Asset Advisory Services LLC | $2.2M | 19,675 | 0.08% | 2q | -3.1%-$71.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.2M | 19,675 | 0.04% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $2.2M | 19,392 | 0.00% | new | NEW |
| Outlook Wealth Advisors, LLC | $2.2M | 19,316 | 0.47% | new | NEW |
| Braeburn Wealth Management LLC | $1.8M | 16,415 | 0.79% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.6M | 14,487 | 0.00% | 26q | +2.1%+$34.1K |
| UBS Group AG | $1.6M | 14,455 | 0.00% | 31q | -10.8%-$195.7K |
| Nilsine Partners, LLC | $1.6M | 14,095 | 0.11% | 2q | +3.0%+$45.3K |
| Kestra Advisory Services, LLC | $1.6M | 14,024 | 0.01% | 14q | +11.2%+$158.2K |
| Quantinno Capital Management LP | $1.5M | 13,041 | 0.00% | 3q | +50.9%+$492.8K |
| Baird Financial Group, Inc. | $1.4M | 12,861 | 0.00% | 4q | -6.9%-$106.9K |
| LEUTHOLD GROUP, LLC | $1.3M | 11,203 | 0.13% | 3q | -4.9%-$64.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 9,805 | 0.00% | 31q | -2.7%-$30.9K |
| Hennion & Walsh Asset Management, Inc. | $885.3K | 7,900 | 0.03% | 2q | +7.5%+$61.6K |
| Mariner, LLC | $864.8K | 7,717 | 0.00% | 14q | HELD |
| Accel Wealth Management | $846.5K | 7,554 | 0.19% | 10q | -7.3%-$66.7K |
| Equitable Holdings, Inc. | $845.7K | 7,547 | 0.01% | 2q | +17.7%+$127.3K |
| IBEX WEALTH ADVISORS | $814.4K | 7,268 | 0.06% | 2q | -2.4%-$19.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $814.1K | 7,265 | 0.00% | 10q | -85.2%-$4.7M |
| EP Wealth Advisors, LLC | $732.5K | 6,537 | 0.00% | 23q | -3.0%-$22.9K |
| Private Advisor Group, LLC | $692.0K | 6,175 | 0.00% | 2q | +5.0%+$32.9K |
| FMR LLC | $690.5K | 6,162 | 0.00% | 22q | +4.1%+$27.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $654.7K | 5,842 | 0.00% | 7q | -76.2%-$2.1M |
| Wealthcare Advisory Partners LLC | $649.3K | 5,794 | 0.01% | 14q | +16.2%+$90.6K |
| Elm3 Financial Group, LLC | $631.8K | 5,638 | 0.43% | 3q | -6.4%-$43.1K |
| OneAscent Financial Services LLC | $614.7K | 5,485 | 0.03% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $603.8K | 5,388 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $572.0K | 5,101 | 0.01% | 2q | +31.7%+$137.8K |
| Sound Income Strategies, LLC | $569.2K | 5,079 | 0.03% | 3q | +40.5%+$163.9K |
| SOA Wealth Advisors, LLC. | $536.5K | 4,788 | 0.09% | 23q | HELD |
| Coppell Advisory Solutions LLC | $535.7K | 189 | 0.04% | new | NEW |
| Sigma Planning Corp | $518.6K | 4,628 | 0.01% | 5q | HELD |
| High Point Wealth Management, LLC | $501.1K | 4,471 | 0.41% | 3q | -5.1%-$27.1K |
| KKM Financial LLC | $453.5K | 4,047 | 0.06% | 11q | +10.8%+$44.4K |
| &PARTNERS | $432.4K | 3,859 | 0.00% | 7q | -2.4%-$10.5K |
| GOLDMAN SACHS GROUP INC | $416.8K | 3,719 | 0.00% | 12q | +29.1%+$94.0K |
| CHOREO, LLC | $413.7K | 3,692 | 0.00% | 11q | HELD |
| Beacon Pointe Advisors, LLC | $398.1K | 3,552 | 0.00% | 15q | +54.3%+$140.1K |
| MinichMacGregor Wealth Management, LLC | $385.8K | 3,443 | 0.06% | 2q | +4.2%+$15.5K |
| STIFEL FINANCIAL CORP | $361.4K | 3,225 | 0.00% | 14q | HELD |
| Carr Financial Group Corp | $359.0K | 3,203 | 0.08% | 13q | -6.3%-$24.1K |
| Global Retirement Partners, LLC | $344.4K | 3,073 | 0.01% | 29q | +155.4%+$209.5K |
| PNC Financial Services Group, Inc. | $340.1K | 3,035 | 0.00% | 31q | +15.2%+$44.8K |
| Wellington Shields & Co., LLC | $335.8K | 2,997 | 0.08% | 2q | +7.0%+$22.0K |
| PFG Investments, LLC | $333.4K | 2,975 | 0.01% | 8q | HELD |
| Summit Financial, LLC | $329.0K | 2,936 | 0.00% | 5q | HELD |
| Northwest Financial Advisors | $319.8K | 2,854 | 0.04% | 5q | HELD |
| Arax Advisory Partners | $293.4K | 2,618 | 0.00% | 2q | +144.0%+$173.1K |
| EQUITABLE TRUST CO | $287.7K | 2,567 | 0.01% | 2q | HELD |
| DAVENPORT & Co LLC | $271.8K | 2,426 | 0.00% | 14q | -75.3%-$829.9K |
| PFG Advisors | $261.1K | 2,330 | 0.01% | new | NEW |
| Focus Financial Network, Inc. | $259.8K | 2,318 | 0.01% | 10q | -31.8%-$121.0K |
| Rockefeller Capital Management L.P. | $250.1K | 2,232 | 0.00% | 4q | +1.2%+$2.9K |
| Western Financial Corp/CA | $239.9K | 2,141 | 0.07% | 2q | +1.7%+$4.0K |
| D. E. Shaw & Co., Inc. | $226.1K | 2,018 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $226.0K | 2,016 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $170.1K | 1,518 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $126.5K | 1,129 | 0.01% | new | NEW |
| Allspring Global Investments Holdings, LLC | $105.7K | 974 | 0.00% | new | NEW |
| Colonial Trust Co / SC | $88.9K | 793 | 0.01% | 5q | HELD |
| NewEdge Advisors, LLC | $83.3K | 743 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $81.1K | 724 | 0.00% | 3q | HELD |
| FLAGSHIP WEALTH ADVISORS, LLC | $78.4K | 700 | 0.02% | new | NEW |
| PRIVATE TRUST CO NA | $65.7K | 586 | 0.01% | 17q | HELD |
| FIFTH THIRD BANCORP | $59.4K | 530 | 0.00% | 2q | HELD |
| Spire Wealth Management | $52.4K | 468 | 0.00% | 22q | -5.3%-$2.9K |
| one8zero8, LLC | $37.5K | 335 | 0.01% | 3q | HELD |
| GLENMEDE TRUST CO NA | $31.7K | 283 | 0.00% | 2q | HELD |
| Strategic Advocates LLC | $31.2K | 279 | 0.12% | 4q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $30.9K | 276 | 0.00% | new | NEW |
| Regatta Research & Money Management | $26.3K | 235 | 0.02% | new | FIRST |
| JPMORGAN CHASE & CO | $24.0K | 215 | 0.00% | 2q | +87.0%+$11.2K |
| Russell Investments Group, Ltd. | $22.4K | 200 | 0.00% | 9q | HELD |
| Copia Wealth Management | $15.6K | 139 | 0.01% | 4q | HELD |
| Benson Wealth Management INC | $10.2K | 91 | 0.01% | 3q | HELD |
| HOWE & RUSLING INC | $10.1K | 90 | 0.00% | 6q | HELD |
| Caldwell Trust Co | $10.1K | 90 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $7.5K | 67 | 0.00% | 10q | HELD |
| US BANCORP \DE\ | $5.7K | 51 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $5.7K | 51 | 0.00% | 21q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.7K | 51 | 0.00% | 2q | HELD |
Showing the largest 100 of 108 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 | 104 | $309.5M | 3,311,964 | 17 | 31 | 26 | 0.0% |
| Q1 2026 | 97 | $193.9M | 1,984,811 | 22 | 30 | 18 | 0.0% |
| Q4 2025 | 87 | $97.9M | 1,054,124 | 12 | 17 | 25 | 0.2% |
| Q3 2025 | 80 | $105.0M | 1,099,362 | 14 | 24 | 16 | 0.0% |
| Q2 2025 | 75 | $73.4M | 913,683 | 12 | 11 | 31 | 0.0% |
| Q1 2025 | 69 | $83.6M | 1,241,406 | 9 | 17 | 22 | 0.0% |
| Q4 2024 | 85 | $238.4M | 3,144,656 | 13 | 22 | 18 | 0.0% |
| Q3 2024 | 78 | $230.1M | 2,891,925 | 10 | 24 | 19 | 0.0% |
| Q2 2024 | 72 | $137.8M | 2,026,988 | 9 | 19 | 24 | 0.0% |
| Q1 2024 | 68 | $201.5M | 2,693,498 | 11 | 15 | 21 | 0.0% |
| Q4 2023 | 63 | $159.9M | 2,533,344 | 8 | 12 | 26 | 0.0% |
| Q3 2023 | 57 | $123.2M | 2,441,179 | 8 | 22 | 13 | 0.0% |
| Q2 2023 | 54 | $108.4M | 1,974,896 | 11 | 18 | 14 | 0.2% |
| Q1 2023 | 48 | $77.8M | 1,706,986 | 12 | 16 | 8 | 0.0% |
| Q4 2022 | 40 | $20.1M | 492,465 | 5 | 7 | 13 | 0.0% |
| Q3 2022 | 54 | $23.4M | 629,496 | 6 | 5 | 17 | 0.0% |
| Q2 2022 | 60 | $29.1M | 786,629 | 5 | 5 | 26 | 0.0% |
| Q1 2022 | 69 | $57.2M | 1,334,858 | 5 | 12 | 31 | 0.0% |
| Q4 2021 | 84 | $131.4M | 2,410,373 | 8 | 17 | 25 | 0.0% |
| Q3 2021 | 84 | $123.4M | 2,611,483 | 12 | 20 | 24 | 0.0% |
| Q2 2021 | 82 | $127.1M | 2,669,807 | 18 | 22 | 16 | 0.0% |
| Q1 2021 | 73 | $111.1M | 2,261,644 | 15 | 27 | 8 | 0.0% |
| Q4 2020 | 58 | $79.8M | 1,938,092 | 12 | 18 | 8 | 0.0% |
| Q3 2020 | 47 | $54.7M | 1,509,445 | 10 | 12 | 9 | 0.0% |
| Q2 2020 | 43 | $30.2M | 993,752 | 10 | 8 | 11 | 0.0% |
| Q1 2020 | 40 | $17.0M | 770,576 | 4 | 4 | 12 | 0.0% |
| Q4 2019 | 47 | $30.3M | 911,824 | 5 | 8 | 11 | 0.0% |
| Q3 2019 | 43 | $29.5M | 903,706 | 4 | 2 | 17 | 0.0% |
| Q2 2019 | 45 | $34.7M | 1,121,449 | 5 | 9 | 14 | 0.0% |
| Q1 2019 | 47 | $31.5M | 1,117,934 | 4 | 5 | 18 | 0.0% |
| Q4 2018 | 45 | $33.6M | 1,413,696 | 1 | 0 | 3 | 0.0% |