INVESCO EXCHANGE TRADED FD T (PKW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
242
Reporting holders
$713.5M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $118.0M | 832,827 | 0.01% | 31q | -1.1%-$1.3M |
| LPL Financial LLC | $66.0M | 465,875 | 0.01% | 31q | +2.2%+$1.4M |
| WELLS FARGO & COMPANY/MN | $51.1M | 360,719 | 0.01% | 31q | -51.2%-$53.7M |
| MORGAN STANLEY | $45.7M | 322,879 | 0.00% | 33q | -6.1%-$3.0M |
| RAYMOND JAMES FINANCIAL INC | $31.8M | 224,437 | 0.01% | 7q | +1.5%+$474.0K |
| STIFEL FINANCIAL CORP | $28.7M | 202,461 | 0.02% | 31q | +4.5%+$1.2M |
| UBS Group AG | $25.0M | 176,638 | 0.00% | 31q | +1.6%+$396.4K |
| Koshinski Asset Management, Inc. | $12.5M | 88,373 | 0.67% | 10q | +11.1%+$1.3M |
| Curtis Advisory Group, LLC | $11.5M | 81,437 | 2.24% | 27q | -1.4%-$158.4K |
| Triton Wealth Management, PLLC | $11.0M | 77,833 | 3.38% | 11q | +8.0%+$818.1K |
| ROYAL BANK OF CANADA | $10.0M | 70,893 | 0.00% | 31q | +40.6%+$2.9M |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 68,600 | 0.00% | 31q | -2.7%-$272.0K |
| Cetera Investment Advisers | $8.9M | 62,615 | 0.01% | 15q | +2.4%+$210.1K |
| Resonant Capital Advisors, LLC | $8.7M | 61,405 | 0.42% | 27q | HELD |
| TRUIST FINANCIAL CORP | $8.7M | 61,128 | 0.01% | 27q | -11.1%-$1.1M |
| OSAIC HOLDINGS, INC. | $8.1M | 56,816 | 0.01% | 26q | +8.6%+$638.2K |
| Legacy Capital Wealth Partners, LLC | $7.5M | 58,527 | 1.43% | 9q | HELD |
| AMERIPRISE FINANCIAL INC | $7.3M | 51,561 | 0.00% | 31q | -29.0%-$3.0M |
| Waverly Advisors, LLC | $7.2M | 51,046 | 0.04% | 10q | +1.3%+$89.7K |
| Equitable Holdings, Inc. | $6.8M | 47,969 | 0.04% | 27q | +2.5%+$164.5K |
| Prime Capital Investment Advisors, LLC | $6.8M | 47,688 | 0.07% | 13q | -1.4%-$98.0K |
| CAHILL FINANCIAL ADVISORS INC | $6.7M | 47,208 | 0.64% | 28q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 44,227 | 0.01% | 31q | -8.6%-$586.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 43,449 | 0.00% | 31q | -38.9%-$3.9M |
| FMR LLC | $6.1M | 43,149 | 0.00% | 30q | HELD |
| Hudock, Inc. | $5.8M | 40,910 | 0.74% | 4q | -2.9%-$175.8K |
| Mariner, LLC | $5.1M | 36,301 | 0.01% | 15q | -55.7%-$6.5M |
| JPMORGAN CHASE & CO | $4.7M | 33,278 | 0.00% | 31q | -3.3%-$163.3K |
| Focus Partners Wealth | $4.7M | 33,405 | 0.00% | 3q | +34.7%+$1.2M |
| Cornerstone Wealth Management, LLC | $4.7M | 33,135 | 0.20% | 30q | +2.7%+$124.7K |
| JONES FINANCIAL COMPANIES LLLP | $4.7M | 33,150 | 0.00% | 11q | +3.6%+$163.5K |
| Kestra Advisory Services, LLC | $4.4M | 31,236 | 0.01% | 23q | +8.8%+$356.7K |
| Steward Partners Investment Advisory, LLC | $4.4M | 30,746 | 0.02% | 29q | -18.4%-$983.0K |
| Total Clarity Wealth Management, Inc. | $4.2M | 29,516 | 0.81% | 3q | HELD |
| Sovran Advisors, LLC | $4.0M | 27,284 | 0.30% | 7q | -47.1%-$3.6M |
| Private Advisor Group, LLC | $3.8M | 26,991 | 0.02% | 30q | -20.6%-$991.9K |
| Titiun Yejiel | $3.5M | 25,000 | 3.07% | 3q | HELD |
| GHP Investment Advisors, Inc. | $3.5M | 24,733 | 0.13% | 18q | -3.0%-$109.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 32,404 | 0.01% | 14q | +1.7%+$52.3K |
| NewEdge Advisors, LLC | $3.1M | 21,806 | 0.01% | new | NEW |
| Creative Planning | $3.0M | 21,262 | 0.00% | 20q | +13.7%+$362.4K |
| Breakwater Capital Group | $3.0M | 20,898 | 0.36% | 13q | -0.9%-$27.1K |
| Corient Private Wealth LP | $2.9M | 20,722 | 0.00% | 5q | +130.3%+$1.7M |
| HighTower Advisors, LLC | $2.8M | 19,711 | 0.00% | 23q | -0.9%-$25.9K |
| MML INVESTORS SERVICES, LLC | $2.8M | 19,643 | 0.01% | 31q | +19.4%+$451.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 19,062 | 0.00% | 24q | +217.3%+$1.8M |
| Stegent Equity Advisors, Inc. | $2.7M | 18,724 | 1.90% | 3q | +15.3%+$351.0K |
| Tempus Wealth Planning, LLC | $2.6M | 18,640 | 0.52% | 27q | +68.0%+$1.1M |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.6M | 18,287 | 0.10% | 31q | HELD |
| Pacific Wealth Strategies Group, Inc. | $2.5M | 17,415 | 1.42% | 33q | -15.0%-$436.5K |
| J.W. COLE ADVISORS, INC. | $2.4M | 16,941 | 0.04% | 19q | -3.8%-$94.8K |
| Del-Sette Capital Management, LLC | $2.3M | 16,080 | 1.33% | 5q | +158.7%+$1.4M |
| Essex Financial Services, Inc. | $2.3M | 16,051 | 0.11% | 27q | -1.0%-$23.2K |
| Madison Asset Management, LLC | $2.2M | 15,839 | 0.03% | 27q | HELD |
| SCOTIA CAPITAL INC. | $2.2M | 15,385 | 0.01% | 31q | HELD |
| Carnegie Investment Counsel | $2.2M | 15,262 | 0.04% | 14q | +0.5%+$11.3K |
| Pacific Sun Financial Corp | $2.2M | 15,211 | 0.89% | 25q | -3.7%-$83.6K |
| Farther Finance Advisors, LLC | $2.0M | 14,046 | 0.02% | 15q | -1.4%-$28.2K |
| BANK OF MONTREAL /CAN/ | $1.9M | 13,600 | 0.00% | 31q | +0.8%+$14.6K |
| One Wealth Map LLC | $1.8M | 12,513 | 0.84% | 14q | +5.1%+$88.9K |
| Integrated Wealth Concepts LLC | $1.8M | 12,943 | 0.01% | 2q | +52.9%+$634.1K |
| Asset One Wealth Management LLC | $1.7M | 12,007 | 0.18% | 2q | HELD |
| IFG Advisory, LLC | $1.7M | 11,747 | 0.06% | new | NEW |
| truNorth Financial Services, Inc. | $1.5M | 10,442 | 1.32% | 3q | +8.5%+$115.6K |
| CITIGROUP INC | $1.5M | 10,399 | 0.00% | 31q | -6.0%-$93.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 10,309 | 0.00% | 4q | -55.4%-$1.8M |
| NorthCrest Asset Manangement, LLC | $1.4M | 10,133 | 0.04% | 6q | +5.8%+$79.6K |
| BankPlus Trust Department | $1.4M | 10,022 | 0.33% | 7q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.4M | 9,600 | 0.03% | 31q | HELD |
| Bank of New York Mellon Corp | $1.4M | 9,657 | 0.00% | 31q | HELD |
| Belpointe Asset Management LLC | $1.4M | 9,582 | 0.04% | 6q | -3.3%-$46.9K |
| Argent Trust Co | $1.3M | 9,412 | 0.04% | 32q | HELD |
| Banque de Luxembourg S.A. | $1.3M | 9,227 | 0.62% | 7q | HELD |
| Tradition Wealth Management, LLC | $1.3M | 9,220 | 0.08% | 23q | HELD |
| Kendall Capital Management | $1.3M | 9,210 | 0.22% | 4q | -0.6%-$7.8K |
| ROMAN BUTLER FULLERTON & CO | $1.3M | 8,948 | 0.31% | 7q | HELD |
| Independent Family Office, LLC | $1.2M | 8,414 | 0.48% | 27q | HELD |
| UPTICK PARTNERS, LLC | $1.2M | 8,368 | 0.18% | 6q | -13.7%-$187.7K |
| &PARTNERS | $1.2M | 8,479 | 0.00% | 10q | +12.3%+$128.5K |
| Sanctuary Advisors, LLC | $1.1M | 7,453 | 0.00% | 4q | +15.9%+$145.1K |
| Merit Financial Group, LLC | $1.0M | 7,412 | 0.00% | 27q | +96.9%+$516.6K |
| Destiny Wealth Partners, LLC | $1.0M | 7,103 | 0.15% | 23q | -17.6%-$222.7K |
| CIBC WORLD MARKET INC. | $1.0M | 7,278 | 0.00% | 31q | +3.6%+$35.8K |
| Wedmont Private Capital | $1.0M | 7,049 | 0.03% | 2q | HELD |
| Collaborative Wealth Managment Inc. | $985.9K | 6,959 | 0.41% | 19q | HELD |
| Summit Financial, LLC | $975.6K | 6,887 | 0.01% | 5q | -12.9%-$144.3K |
| Geneos Wealth Management Inc. | $951.7K | 6,718 | 0.02% | 33q | +11.0%+$94.2K |
| S.A. Mason LLC | $949.3K | 6,701 | 0.29% | 27q | HELD |
| Stratos Wealth Partners, LTD. | $942.5K | 6,653 | 0.01% | 31q | HELD |
| Quantinno Capital Management LP | $913.9K | 6,451 | 0.00% | 11q | -3.7%-$35.0K |
| Archer Investment Corp | $910.6K | 6,428 | 0.09% | 31q | +99.8%+$454.7K |
| Caliber Wealth Management, LLC / KS | $896.6K | 6,329 | 0.09% | 6q | HELD |
| HighPoint Advisor Group LLC | $883.5K | 6,237 | 0.03% | 3q | HELD |
| Ancora Advisors LLC | $880.1K | 6,213 | 0.02% | 31q | HELD |
| EP Wealth Advisors, LLC | $850.0K | 6,000 | 0.00% | new | NEW |
| MAI Capital Management | $844.8K | 5,964 | 0.00% | 11q | -1.7%-$14.3K |
| Gator Capital Management, LLC | $809.9K | 5,717 | 0.17% | 20q | -30.1%-$349.3K |
| Chicago Partners Investment Group LLC | $807.5K | 5,639 | 0.02% | 6q | +24.9%+$161.0K |
| CITADEL ADVISORS LLC | $789.2K | 5,571 | 0.00% | 18q | HELD |
| PRINCIPAL SECURITIES, INC. | $779.8K | 5,505 | 0.01% | 11q | +3.0%+$22.9K |
Showing the largest 100 of 251 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 | 242 | $713.5M | 5,049,974 | 16 | 55 | 66 | 0.0% |
| Q1 2026 | 242 | $729.9M | 5,568,780 | 25 | 64 | 51 | 0.0% |
| Q4 2025 | 239 | $642.2M | 4,780,335 | 25 | 59 | 57 | 0.0% |
| Q3 2025 | 233 | $621.1M | 4,697,049 | 22 | 48 | 56 | 0.0% |
| Q2 2025 | 221 | $544.2M | 4,404,298 | 25 | 52 | 43 | 0.1% |
| Q1 2025 | 203 | $459.8M | 4,082,785 | 12 | 41 | 46 | 0.2% |
| Q4 2024 | 213 | $486.3M | 4,219,177 | 10 | 38 | 52 | 0.2% |
| Q3 2024 | 201 | $441.1M | 3,848,581 | 19 | 35 | 49 | 0.2% |
| Q2 2024 | 187 | $396.1M | 3,811,983 | 9 | 41 | 52 | 0.0% |
| Q1 2024 | 188 | $481.7M | 4,460,796 | 20 | 35 | 52 | 0.1% |
| Q4 2023 | 187 | $421.4M | 4,254,552 | 19 | 25 | 65 | 0.0% |
| Q3 2023 | 186 | $1.4B | 16,035,209 | 30 | 47 | 43 | 0.0% |
| Q2 2023 | 172 | $329.8M | 3,683,450 | 18 | 23 | 53 | 0.1% |
| Q1 2023 | 161 | $326.9M | 3,843,176 | 13 | 15 | 68 | 0.1% |
| Q4 2022 | 164 | $893.2M | 10,462,228 | 33 | 37 | 31 | 0.0% |
| Q3 2022 | 179 | $316.0M | 4,248,286 | 13 | 21 | 64 | 0.2% |
| Q2 2022 | 183 | $363.1M | 4,682,735 | 13 | 29 | 63 | 0.6% |
| Q1 2022 | 195 | $490.2M | 5,392,302 | 11 | 56 | 43 | 0.5% |
| Q4 2021 | 211 | $483.3M | 5,059,446 | 16 | 52 | 49 | 0.1% |
| Q3 2021 | 196 | $413.4M | 4,577,363 | 27 | 39 | 52 | 0.1% |
| Q2 2021 | 195 | $1.6B | 17,734,230 | 33 | 61 | 38 | 0.0% |
| Q1 2021 | 173 | $1.3B | 15,470,576 | 22 | 40 | 46 | 0.0% |
| Q4 2020 | 160 | $558.8M | 7,614,847 | 27 | 19 | 51 | 0.0% |
| Q3 2020 | 137 | $188.0M | 3,120,491 | 13 | 15 | 55 | 0.1% |
| Q2 2020 | 142 | $207.2M | 3,609,815 | 8 | 13 | 69 | 0.0% |
| Q1 2020 | 156 | $250.0M | 5,314,544 | 13 | 19 | 81 | 0.1% |
| Q4 2019 | 195 | $711.9M | 10,313,730 | 37 | 42 | 42 | 0.1% |
| Q3 2019 | 154 | $398.1M | 6,358,681 | 13 | 25 | 65 | 0.0% |
| Q2 2019 | 156 | $418.4M | 6,678,088 | 18 | 24 | 61 | 0.0% |
| Q1 2019 | 167 | $408.8M | 6,853,002 | 24 | 29 | 59 | 0.1% |
| Q4 2018 | 154 | $355.7M | 6,812,979 | 3 | 4 | 7 | 0.1% |