INVESCO EXCHANGE TRADED FD T (PRFZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
349
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+42
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/ | $157.8M | 2,829,358 | 0.01% | 31q | -1.0%-$1.6M |
| LPL Financial LLC | $78.0M | 1,398,235 | 0.02% | 31q | +1.4%+$1.1M |
| MORGAN STANLEY | $72.6M | 1,300,997 | 0.00% | 33q | +9.2%+$6.1M |
| Waverly Advisors, LLC | $59.8M | 1,071,783 | 0.35% | 31q | -3.4%-$2.1M |
| Cetera Investment Advisers | $57.7M | 1,034,707 | 0.05% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $57.5M | 1,031,039 | 0.01% | 31q | -44.6%-$46.4M |
| RAYMOND JAMES FINANCIAL INC | $56.4M | 1,010,685 | 0.02% | 7q | -4.2%-$2.4M |
| Arbor Investment Advisors, LLC | $44.9M | 805,518 | 5.08% | 31q | HELD |
| ROYAL BANK OF CANADA | $42.8M | 767,863 | 0.01% | 31q | +9.2%+$3.6M |
| Stonebridge Financial Group, LLC | $42.5M | 762,863 | 3.23% | 7q | HELD |
| FIRST FOUNDATION ADVISORS | $41.2M | 739,179 | 1.48% | 17q | -2.6%-$1.1M |
| WCG Wealth Advisors LLC | $35.4M | 634,759 | 0.84% | 9q | -0.9%-$317.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 422,426 | 0.04% | 25q | +2.5%+$564.7K |
| Wealthspire Retirement, LLC | $19.9M | 355,967 | 1.09% | 18q | -4.7%-$988.4K |
| Sanctuary Advisors, LLC | $16.3M | 293,041 | 0.08% | 9q | +5.4%+$831.0K |
| Baird Financial Group, Inc. | $16.1M | 288,249 | 0.02% | 18q | -2.2%-$355.5K |
| Equitable Holdings, Inc. | $16.0M | 286,779 | 0.10% | 16q | +4.0%+$614.3K |
| Traction Financial Partners, LLC | $15.9M | 285,584 | 8.46% | 11q | +4.3%+$649.5K |
| Johnson & White Wealth Management, LLC | $14.9M | 266,421 | 5.56% | 16q | +0.8%+$118.6K |
| Three Bridge Wealth Advisors, LLC | $14.6M | 261,632 | 3.65% | 18q | -2.1%-$318.3K |
| CAPTRUST FINANCIAL ADVISORS | $13.8M | 247,800 | 0.02% | 23q | -1.9%-$261.0K |
| UBS Group AG | $13.5M | 241,394 | 0.00% | 31q | -0.9%-$115.5K |
| Federation des caisses Desjardins du Quebec | $13.4M | 241,085 | 0.04% | 2q | -4.2%-$593.4K |
| AlphaCore Capital LLC | $13.1M | 234,261 | 0.24% | 6q | -2.1%-$280.2K |
| AQR CAPITAL MANAGEMENT LLC | $12.5M | 224,734 | 0.00% | 5q | +40.7%+$3.6M |
| Mariner, LLC | $12.5M | 223,907 | 0.01% | 31q | -1.3%-$164.1K |
| CI INVESTMENTS INC. | $12.3M | 220,300 | 0.04% | new | NEW |
| Regal Investment Advisors LLC | $10.0M | 179,531 | 0.52% | 10q | +2.6%+$255.7K |
| Creative Planning | $9.1M | 163,037 | 0.01% | 31q | +3.7%+$321.3K |
| Accredited Investors Inc. | $9.0M | 161,715 | 0.39% | 31q | -4.2%-$395.5K |
| Dynamic Advisor Solutions LLC | $9.0M | 161,405 | 0.26% | 15q | +9.4%+$773.0K |
| Arlington Financial Advisors, LLC | $8.6M | 153,664 | 1.09% | 31q | -1.7%-$151.6K |
| Bank of New York Mellon Corp | $8.5M | 153,219 | 0.00% | 4q | +1.8%+$153.0K |
| JPMORGAN CHASE & CO | $8.5M | 154,161 | 0.00% | 17q | +21.8%+$1.5M |
| Verum Partners LLC | $7.6M | 137,069 | 1.14% | 15q | -4.2%-$338.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.0M | 126,135 | 0.00% | 24q | +117.6%+$3.8M |
| Ducere Wealth Management LLC | $7.0M | 126,030 | 2.11% | 3q | -7.5%-$572.3K |
| Cerity Partners LLC | $6.9M | 123,550 | 0.01% | 29q | +2.4%+$163.6K |
| Cornerstone Wealth Management, LLC | $6.8M | 122,475 | 0.29% | 28q | -1.0%-$67.1K |
| Perigon Wealth Management, LLC | $6.5M | 117,056 | 0.10% | 32q | -3.5%-$237.1K |
| Steward Partners Investment Advisory, LLC | $6.5M | 116,848 | 0.03% | 31q | +2.0%+$127.7K |
| Invesco Ltd. | $6.5M | 115,881 | 0.00% | 31q | -67.8%-$13.6M |
| HighTower Advisors, LLC | $6.4M | 115,153 | 0.01% | 31q | +2.5%+$154.2K |
| ALBION FINANCIAL GROUP /UT | $6.3M | 112,200 | 0.36% | 30q | HELD |
| Charles Schwab Trust Co | $6.1M | 109,278 | 0.34% | 28q | -5.8%-$373.3K |
| Sunrise Financial Services, LLC | $6.0M | 107,920 | 3.58% | 3q | +8.7%+$481.9K |
| AMERIPRISE FINANCIAL INC | $5.8M | 103,683 | 0.00% | 31q | -34.3%-$3.0M |
| EP Wealth Advisors, LLC | $5.7M | 102,790 | 0.02% | 8q | +723.8%+$5.0M |
| JONES FINANCIAL COMPANIES LLLP | $5.7M | 104,432 | 0.00% | 10q | +6.9%+$368.1K |
| Lebenthal Global Advisors, LLC | $5.6M | 99,550 | 0.75% | new | NEW |
| Wealthspire Advisors, LLC | $5.3M | 95,879 | 0.03% | 11q | +0.7%+$35.2K |
| Focus Partners Wealth | $5.3M | 95,855 | 0.01% | 10q | -17.0%-$1.1M |
| Quantinno Capital Management LP | $5.2M | 92,421 | 0.01% | 8q | +77.0%+$2.2M |
| ENVESTNET ASSET MANAGEMENT INC | $4.9M | 88,622 | 0.00% | 31q | +6.9%+$321.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 80,040 | 0.01% | 31q | -1.8%-$79.5K |
| WealthBridge Capital Management, LLC | $4.4M | 78,803 | 0.87% | 31q | +2.5%+$107.3K |
| Crusonia Wealth Advisors LLC | $4.2M | 75,303 | 0.69% | 3q | -2.3%-$98.0K |
| Sound Stewardship, LLC | $4.2M | 75,200 | 1.73% | 15q | -0.5%-$22.4K |
| OSAIC HOLDINGS, INC. | $3.3M | 59,764 | 0.00% | 26q | +9.7%+$295.6K |
| Breakwater Capital Group | $3.3M | 58,931 | 0.39% | 5q | +0.9%+$30.9K |
| FMR LLC | $3.2M | 58,058 | 0.00% | 30q | +4.4%+$137.8K |
| JFS WEALTH ADVISORS, LLC | $3.1M | 55,566 | 0.15% | 31q | +3.7%+$109.2K |
| Modern Wealth Management, LLC | $3.0M | 53,047 | 0.04% | 5q | HELD |
| Legacy Private Trust Co. | $2.9M | 52,381 | 0.16% | 31q | -2.4%-$73.3K |
| Diversify Advisory Services, LLC | $2.7M | 50,268 | 0.05% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.7M | 50,268 | 0.05% | 2q | HELD |
| INTEGRITY ALLIANCE, LLC. | $2.6M | 46,443 | 0.08% | 3q | +5.0%+$122.9K |
| Rockefeller Capital Management L.P. | $2.6M | 46,319 | 0.00% | 11q | -5.2%-$141.0K |
| TD Waterhouse Canada Inc. | $2.5M | 44,019 | 0.01% | 19q | -6.5%-$169.6K |
| Boston Standard Wealth Management, LLC | $2.4M | 42,387 | 0.34% | 31q | +2.2%+$50.1K |
| Clearstead Advisors, LLC | $2.4M | 42,267 | 0.02% | 25q | -48.6%-$2.2M |
| EQ WEALTH ADVISORS, LLC | $2.3M | 41,686 | 1.28% | 7q | -7.9%-$198.5K |
| Advisory Services Network, LLC | $2.3M | 40,770 | 0.03% | 15q | HELD |
| GSG Advisors LLC | $2.2M | 39,906 | 0.49% | 12q | HELD |
| IEQ CAPITAL, LLC | $2.2M | 39,784 | 0.01% | 9q | +0.6%+$14.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.2M | 38,758 | 0.04% | 6q | +17.3%+$318.5K |
| Merit Financial Group, LLC | $2.0M | 35,730 | 0.01% | 5q | +107.7%+$1.0M |
| Kestra Advisory Services, LLC | $2.0M | 34,991 | 0.01% | 24q | +2.7%+$50.5K |
| CITADEL ADVISORS LLC | $1.9M | 34,231 | 0.00% | new | NEW |
| Savant Capital, LLC | $1.9M | 33,847 | 0.01% | 11q | +4.5%+$81.6K |
| US BANCORP \DE\ | $1.8M | 32,439 | 0.00% | 31q | -2.3%-$41.8K |
| Bell Investment Advisors, Inc | $1.8M | 32,144 | 0.26% | 19q | -4.5%-$85.0K |
| Cresset Asset Management, LLC | $1.8M | 31,903 | 0.01% | 13q | +148.3%+$1.1M |
| Evercore Wealth Management, LLC | $1.7M | 31,160 | 0.02% | 31q | HELD |
| Corient Private Wealth LP | $1.7M | 30,688 | 0.00% | 15q | +26.5%+$358.7K |
| Resonant Capital Advisors, LLC | $1.7M | 30,390 | 0.08% | 27q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 29,362 | 0.00% | 31q | +3.1%+$49.2K |
| GOLDMAN SACHS GROUP INC | $1.5M | 27,354 | 0.00% | new | NEW |
| KWB Wealth | $1.5M | 27,177 | 0.13% | 17q | +0.7%+$10.3K |
| Whipplewood Advisors, LLC | $1.5M | 26,292 | 0.99% | 7q | -6.4%-$100.8K |
| Forvis Mazars Wealth Advisors, LLC | $1.5M | 26,164 | 0.02% | 31q | -1.5%-$21.8K |
| BENJAMIN EDWARDS INC | $1.5M | 26,095 | 0.01% | 5q | +4.7%+$64.9K |
| BRIGHTON JONES LLC | $1.4M | 24,248 | 0.03% | 2q | -1.2%-$16.0K |
| Independent Advisor Alliance | $1.3M | 24,155 | 0.03% | 7q | -67.0%-$2.7M |
| New England Private Wealth Advisors LLC | $1.3M | 25,080 | 0.13% | 31q | HELD |
| Private Advisor Group, LLC | $1.3M | 24,030 | 0.01% | 14q | +5.6%+$70.6K |
| Shakespeare Wealth Management, LLC | $1.3M | 23,098 | 0.34% | 31q | HELD |
| Sequoia Financial Advisors, LLC | $1.3M | 22,908 | 0.01% | 11q | +2.9%+$35.7K |
| Focus Partners Advisor Solutions, LLC | $1.3M | 22,558 | 0.01% | 3q | -1.1%-$13.4K |
| Institute for Wealth Management, LLC. | $1.2M | 21,970 | 0.11% | 31q | HELD |
Showing the largest 100 of 361 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 | 349 | $1.3B | 24,090,691 | 49 | 83 | 84 | 0.0% |
| Q1 2026 | 307 | $1.1B | 24,364,548 | 26 | 69 | 73 | 0.0% |
| Q4 2025 | 300 | $1.0B | 22,439,545 | 26 | 66 | 74 | 0.0% |
| Q3 2025 | 281 | $969.4M | 21,352,081 | 27 | 68 | 65 | 0.0% |
| Q2 2025 | 272 | $878.7M | 21,586,085 | 21 | 62 | 93 | 0.0% |
| Q1 2025 | 273 | $1.6B | 41,789,630 | 23 | 63 | 78 | 0.0% |
| Q4 2024 | 268 | $1.7B | 41,387,655 | 17 | 66 | 74 | 0.0% |
| Q3 2024 | 259 | $1.7B | 41,103,163 | 19 | 62 | 61 | 0.0% |
| Q2 2024 | 248 | $1.6B | 41,355,358 | 20 | 51 | 75 | 0.0% |
| Q1 2024 | 240 | $1.7B | 43,264,785 | 26 | 56 | 70 | 0.0% |
| Q4 2023 | 236 | $1.6B | 43,266,459 | 25 | 49 | 70 | 0.0% |
| Q3 2023 | 212 | $1.3B | 40,690,641 | 16 | 185 | 5 | 0.0% |
| Q2 2023 | 202 | $1.3B | 7,805,823 | 19 | 51 | 52 | 0.0% |
| Q1 2023 | 199 | $1.3B | 7,721,685 | 16 | 46 | 55 | 0.0% |
| Q4 2022 | 187 | $1.2B | 7,658,297 | 23 | 43 | 46 | 0.0% |
| Q3 2022 | 206 | $1.2B | 7,959,602 | 31 | 45 | 45 | 0.0% |
| Q2 2022 | 194 | $1.3B | 8,692,909 | 24 | 49 | 51 | 0.0% |
| Q1 2022 | 192 | $1.1B | 6,329,654 | 21 | 44 | 46 | 0.0% |
| Q4 2021 | 194 | $1.1B | 5,850,170 | 15 | 45 | 42 | 0.0% |
| Q3 2021 | 187 | $1.1B | 6,272,972 | 9 | 39 | 47 | 0.0% |
| Q2 2021 | 192 | $1.2B | 6,173,043 | 17 | 36 | 57 | 0.0% |
| Q1 2021 | 188 | $1.1B | 6,254,626 | 25 | 34 | 60 | 0.0% |
| Q4 2020 | 175 | $1.1B | 6,952,052 | 24 | 32 | 61 | 0.0% |
| Q3 2020 | 152 | $849.4M | 7,278,685 | 16 | 26 | 56 | 0.0% |
| Q2 2020 | 149 | $821.7M | 7,352,534 | 17 | 18 | 70 | 0.0% |
| Q1 2020 | 149 | $804.1M | 9,035,806 | 18 | 28 | 62 | 0.0% |
| Q4 2019 | 166 | $1.2B | 8,774,657 | 13 | 37 | 54 | 0.0% |
| Q3 2019 | 158 | $1.2B | 9,484,351 | 12 | 21 | 59 | 0.0% |
| Q2 2019 | 159 | $1.3B | 9,905,162 | 15 | 35 | 59 | 0.0% |
| Q1 2019 | 160 | $1.2B | 9,759,824 | 17 | 49 | 51 | 0.0% |
| Q4 2018 | 161 | $1.1B | 10,029,326 | 1 | 3 | 7 | 0.0% |