INVESCO EXCHANGE TRADED FD T (PPA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
550
Reporting holders
$4.4B
Reported value
0.1%
Held as options
+10
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/ | $1.4B | 7,767,639 | 0.09% | 31q | +4.7%+$61.6M |
| MORGAN STANLEY | $394.9M | 2,235,301 | 0.02% | 33q | +3.1%+$11.8M |
| LPL Financial LLC | $346.3M | 1,960,617 | 0.08% | 31q | HELD |
| UBS Group AG | $141.1M | 798,868 | 0.02% | 31q | -1.5%-$2.2M |
| WELLS FARGO & COMPANY/MN | $132.5M | 749,896 | 0.02% | 31q | -49.1%-$127.9M |
| AMERIPRISE FINANCIAL INC | $115.8M | 657,165 | 0.02% | 18q | -41.0%-$80.6M |
| RAYMOND JAMES FINANCIAL INC | $105.0M | 594,361 | 0.03% | 7q | +12.6%+$11.7M |
| HighTower Advisors, LLC | $84.8M | 480,274 | 0.08% | 18q | -2.3%-$2.0M |
| Cetera Investment Advisers | $65.1M | 368,675 | 0.06% | 25q | +4.6%+$2.9M |
| Capital Asset Advisory Services LLC | $60.2M | 340,582 | 2.18% | 12q | +4.7%+$2.7M |
| AXXCESS WEALTH MANAGEMENT, LLC | $59.5M | 336,790 | 0.95% | new | NEW |
| Summit Trail Advisors, LLC | $58.3M | 329,916 | 0.73% | 18q | -0.8%-$479.8K |
| OSAIC HOLDINGS, INC. | $50.3M | 284,558 | 0.06% | 26q | +6.7%+$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $45.5M | 265,171 | 0.02% | 11q | +16.1%+$6.3M |
| MEITAV INVESTMENT HOUSE LTD | $45.4M | 256,977 | 0.31% | 22q | -6.7%-$3.3M |
| ENVESTNET ASSET MANAGEMENT INC | $42.6M | 241,110 | 0.01% | 31q | +9.1%+$3.6M |
| Corient Private Wealth LP | $37.8M | 213,737 | 0.02% | 15q | +103.1%+$19.2M |
| MAI Capital Management | $37.7M | 213,597 | 0.14% | 19q | -1.2%-$465.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $37.2M | 210,373 | 0.05% | 31q | +3.3%+$1.2M |
| ROYAL BANK OF CANADA | $36.2M | 205,124 | 0.01% | 31q | +2.1%+$734.4K |
| Modern Wealth Management, LLC | $34.7M | 196,588 | 0.41% | 4q | +56.5%+$12.5M |
| MML INVESTORS SERVICES, LLC | $34.1M | 193,028 | 0.07% | 31q | +50.1%+$11.4M |
| TRUIST FINANCIAL CORP | $29.6M | 167,452 | 0.04% | 27q | +1.9%+$554.3K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $29.4M | 166,184 | 1.21% | 14q | HELD |
| Kestra Advisory Services, LLC | $29.0M | 164,204 | 0.09% | 24q | +6.8%+$1.9M |
| Equitable Holdings, Inc. | $25.0M | 141,541 | 0.15% | 22q | +10.0%+$2.3M |
| STIFEL FINANCIAL CORP | $24.2M | 136,776 | 0.02% | 31q | -2.8%-$695.6K |
| Beacon Pointe Advisors, LLC | $23.1M | 130,700 | 0.11% | 21q | +14.4%+$2.9M |
| Composition Wealth, LLC | $22.8M | 129,192 | 0.27% | 15q | -67.7%-$47.8M |
| Focus Partners Wealth | $21.6M | 122,237 | 0.02% | 9q | +4.3%+$885.0K |
| IHT Wealth Management, LLC | $20.8M | 117,811 | 0.44% | 25q | +29.2%+$4.7M |
| Presidio Capital Management, LLC | $20.8M | 117,602 | 5.19% | 15q | +37.6%+$5.7M |
| SEARCY FINANCIAL SERVICES INC /ADV | $18.5M | 104,831 | 6.21% | 25q | -1.0%-$184.4K |
| J.W. COLE ADVISORS, INC. | $17.6M | 99,504 | 0.30% | 15q | +4.7%+$784.3K |
| ASSETMARK, INC | $16.1M | 90,938 | 0.03% | 8q | +31.8%+$3.9M |
| EFG International AG | $15.2M | 85,918 | 0.28% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $14.7M | 83,264 | 0.00% | 10q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $14.1M | 80,005 | 0.00% | 5q | +533266.7%+$14.1M |
| Private Advisor Group, LLC | $13.3M | 75,106 | 0.06% | 30q | -34.9%-$7.1M |
| Perigon Wealth Management, LLC | $13.3M | 75,032 | 0.21% | 15q | -0.6%-$80.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.1M | 74,041 | 0.01% | 31q | -48.7%-$12.4M |
| VALLEY WEALTH MANAGERS, INC. | $13.0M | 73,622 | 0.75% | 12q | +4.4%+$551.0K |
| ADAPT WEALTH ADVISORS, LLC | $12.5M | 70,753 | 4.09% | 7q | HELD |
| Hollow Brook Wealth Management LLC | $11.2M | 63,635 | 2.23% | 31q | HELD |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $10.8M | 61,165 | 1.34% | 14q | HELD |
| Steward Partners Investment Advisory, LLC | $10.7M | 60,669 | 0.05% | 31q | -1.8%-$198.7K |
| JPMORGAN CHASE & CO | $10.7M | 61,770 | 0.00% | 21q | +22.5%+$2.0M |
| Pachira Investments Inc. | $10.6M | 59,748 | 3.98% | 8q | +38.8%+$3.0M |
| NewEdge Advisors, LLC | $10.6M | 59,745 | 0.03% | new | NEW |
| Prosperity Consulting Group, LLC | $10.5M | 59,538 | 0.40% | 8q | -1.3%-$138.7K |
| Madrid Financial Services | $9.8M | 55,691 | 5.21% | 7q | +7.9%+$720.9K |
| Merit Financial Group, LLC | $9.1M | 51,672 | 0.03% | 15q | +113.0%+$4.8M |
| Detalus Advisors, LLC | $9.1M | 51,507 | 1.77% | 4q | +19.0%+$1.5M |
| KPP Advisory Services LLC | $9.0M | 50,965 | 1.14% | 6q | +16.1%+$1.3M |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | $8.7M | 49,295 | 7.27% | 7q | -43.8%-$6.8M |
| Rockefeller Capital Management L.P. | $7.8M | 44,221 | 0.01% | 10q | -7.0%-$592.3K |
| RM Financial Services, LLC | $7.6M | 43,117 | 5.66% | 3q | +21.2%+$1.3M |
| CMH Wealth Management LLC | $7.6M | 43,045 | 1.16% | 8q | +3.6%+$266.2K |
| Federation des caisses Desjardins du Quebec | $7.4M | 41,823 | 0.02% | 13q | +0.9%+$69.2K |
| Artesa Financial Group, LLC | $7.4M | 41,759 | 6.30% | 3q | +0.9%+$67.5K |
| Uniting Wealth Partners, LLC | $7.1M | 40,283 | 1.44% | 7q | -1.7%-$122.9K |
| BECK CAPITAL MANAGEMENT, LLC | $7.0M | 39,627 | 1.29% | 16q | HELD |
| Belpointe Asset Management LLC | $6.8M | 38,631 | 0.22% | 10q | -4.4%-$314.8K |
| New England Private Wealth Advisors LLC | $6.8M | 38,592 | 0.65% | 15q | -8.1%-$593.4K |
| Kovack Advisors, Inc. | $6.6M | 37,600 | 0.32% | 11q | -11.8%-$892.0K |
| SageGuard Financial Group, LLC | $6.5M | 36,515 | 0.91% | 3q | -16.2%-$1.2M |
| CASTLE WEALTH MANAGEMENT LLC | $6.4M | 36,156 | 1.89% | 13q | +3.5%+$216.2K |
| WT Wealth Management | $6.4M | 35,963 | 1.76% | 12q | +13.7%+$766.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $6.1M | 34,401 | 0.10% | 15q | HELD |
| Sowell Financial Services LLC | $5.9M | 33,232 | 0.19% | 7q | +6.7%+$370.3K |
| Financial Partners Group, Inc | $5.8M | 33,091 | 0.59% | 12q | -4.4%-$265.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $5.8M | 32,690 | 0.22% | 31q | -5.1%-$310.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.7M | 32,372 | 0.27% | 13q | +10.4%+$539.1K |
| HARBOUR INVESTMENTS, INC. | $5.6M | 31,921 | 0.08% | 21q | +4.9%+$265.3K |
| Pacific Sun Financial Corp | $5.4M | 30,787 | 2.24% | 25q | +4.4%+$230.2K |
| Henson-Edgewater Management, LLC | $5.4M | 29,380 | 2.82% | 3q | -0.8%-$42.4K |
| Waterloo Capital, L.P. | $5.4M | 30,564 | 0.30% | 2q | +20.8%+$928.1K |
| CITADEL ADVISORS LLC | $5.3M | 14,047 | 0.00% | 12q | -51.8%-$5.7M |
| StoneX Group Inc. | $5.2M | 29,237 | 0.21% | 12q | -10.0%-$575.7K |
| McNaughton Wealth Management, LLC | $5.1M | 28,938 | 1.82% | 4q | +16.7%+$732.2K |
| Brookstone Capital Management | $5.1M | 28,764 | 0.05% | 12q | -2.5%-$128.8K |
| FISCHER INVESTMENT STRATEGIES, LLC | $5.0M | 28,402 | 2.39% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 28,180 | 0.00% | 3q | +398.4%+$4.0M |
| JUNCTURE WEALTH STRATEGIES, LLC | $4.9M | 27,881 | 1.28% | 3q | +9.1%+$412.8K |
| LexAurum Advisors, LLC | $4.7M | 26,636 | 0.54% | 2q | +1253.5%+$4.4M |
| Qube Research & Technologies Ltd | $4.5M | 25,270 | 0.00% | 16q | -27.5%-$1.7M |
| Harbour Wealth Management Group, Inc. | $4.4M | 24,979 | 2.98% | 3q | +25.5%+$897.9K |
| OPPENHEIMER & CO INC | $4.3M | 24,319 | 0.05% | 18q | +45.7%+$1.3M |
| Baird Financial Group, Inc. | $4.3M | 24,125 | 0.01% | 17q | -21.5%-$1.2M |
| Diversified Enterprises, LLC | $4.2M | 23,870 | 0.20% | 8q | HELD |
| Riggs Asset Managment Co. Inc. | $4.2M | 23,827 | 0.75% | 18q | +2.0%+$80.9K |
| Golden State Wealth Management, LLC | $4.2M | 23,723 | 0.38% | 7q | -2.6%-$110.1K |
| &PARTNERS | $4.2M | 23,646 | 0.02% | 10q | +16.9%+$604.5K |
| Prospera Financial Services Inc | $4.1M | 23,367 | 0.06% | 19q | +1.5%+$63.0K |
| Green Ridge Wealth Planning LLC | $4.0M | 22,817 | 1.70% | 3q | -21.8%-$1.1M |
| MONECO ADVISORS, LLC | $3.9M | 22,182 | 0.24% | 9q | +7.2%+$263.9K |
| Coppell Advisory Solutions LLC | $3.9M | 1,264 | 0.32% | new | NEW |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.9M | 21,911 | 0.60% | 14q | +4.4%+$163.2K |
| Turn8 Private Wealth Inc. | $3.7M | 21,194 | 2.48% | 2q | -14.2%-$614.1K |
| BLAIR WILLIAM & CO/IL | $3.7M | 21,019 | 0.01% | 31q | +12.4%+$408.8K |
Showing the largest 100 of 576 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 | 550 | $4.4B | 25,174,642 | 50 | 188 | 138 | 0.1% |
| Q1 2026 | 540 | $4.2B | 25,599,735 | 83 | 213 | 101 | 0.1% |
| Q4 2025 | 495 | $3.7B | 23,495,961 | 59 | 174 | 93 | 0.1% |
| Q3 2025 | 429 | $3.6B | 23,027,535 | 52 | 160 | 96 | 0.1% |
| Q2 2025 | 409 | $3.1B | 21,713,427 | 60 | 139 | 100 | 0.1% |
| Q1 2025 | 381 | $2.5B | 21,004,783 | 42 | 119 | 119 | 0.3% |
| Q4 2024 | 373 | $2.3B | 20,008,133 | 42 | 138 | 79 | 0.0% |
| Q3 2024 | 341 | $2.2B | 19,365,641 | 37 | 124 | 79 | 0.1% |
| Q2 2024 | 324 | $1.6B | 15,432,002 | 38 | 123 | 64 | 0.1% |
| Q1 2024 | 298 | $1.8B | 17,671,771 | 58 | 90 | 57 | 0.0% |
| Q4 2023 | 261 | $1.4B | 15,481,426 | 37 | 95 | 54 | 0.1% |
| Q3 2023 | 217 | $916.9M | 11,476,081 | 26 | 63 | 60 | 0.0% |
| Q2 2023 | 212 | $955.2M | 11,119,331 | 18 | 74 | 57 | 0.1% |
| Q1 2023 | 207 | $823.8M | 10,229,132 | 31 | 76 | 43 | 0.1% |
| Q4 2022 | 189 | $705.2M | 8,987,526 | 46 | 57 | 23 | 0.1% |
| Q3 2022 | 177 | $467.9M | 7,248,470 | 19 | 47 | 39 | 0.0% |
| Q2 2022 | 176 | $509.8M | 7,272,975 | 28 | 59 | 38 | 0.0% |
| Q1 2022 | 174 | $619.5M | 7,863,286 | 49 | 47 | 27 | 0.0% |
| Q4 2021 | 141 | $174.9M | 2,417,069 | 15 | 25 | 44 | 0.0% |
| Q3 2021 | 125 | $169.9M | 2,356,349 | 5 | 27 | 43 | 0.0% |
| Q2 2021 | 131 | $180.7M | 2,404,131 | 11 | 22 | 52 | 0.0% |
| Q1 2021 | 130 | $184.6M | 2,538,433 | 12 | 21 | 54 | 0.0% |
| Q4 2020 | 131 | $211.9M | 3,133,466 | 16 | 31 | 42 | 0.0% |
| Q3 2020 | 113 | $149.5M | 2,678,734 | 8 | 22 | 45 | 0.0% |
| Q2 2020 | 128 | $168.2M | 3,035,508 | 16 | 33 | 39 | 0.0% |
| Q1 2020 | 130 | $182.1M | 3,650,684 | 9 | 34 | 49 | 0.0% |
| Q4 2019 | 158 | $360.1M | 5,359,059 | 22 | 50 | 30 | 0.0% |
| Q3 2019 | 135 | $335.4M | 4,957,531 | 18 | 44 | 35 | 0.0% |
| Q2 2019 | 124 | $288.4M | 4,447,218 | 20 | 34 | 34 | 0.0% |
| Q1 2019 | 122 | $263.1M | 4,618,988 | 12 | 21 | 45 | 0.0% |
| Q4 2018 | 117 | $238.8M | 4,817,180 | 2 | 0 | 5 | 0.0% |