INVESCO EXCH TRADED FD TR II (PSCE)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
46
Reporting holders
$24.5M
Reported value
2.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | $3.8M | 68,469 | 0.03% | 13q | HELD |
| LPL Financial LLC | $2.9M | 52,716 | 0.00% | 12q | +4.5%+$123.7K |
| MORGAN STANLEY | $2.2M | 40,421 | 0.00% | 12q | +1.7%+$37.7K |
| TWO SIGMA INVESTMENTS, LP | $2.2M | 40,220 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.8M | 33,350 | 0.00% | 2q | +13.8%+$222.8K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.8M | 32,410 | 0.77% | 12q | HELD |
| CITADEL ADVISORS LLC | $1.1M | 11,676 | 0.00% | 2q | -27.7%-$437.7K |
| Tower Research Capital LLC (TRC) | $1.1M | 19,478 | 0.03% | new | NEW |
| Kestra Advisory Services, LLC | $779.3K | 14,178 | 0.00% | 12q | -12.4%-$109.9K |
| JANE STREET GROUP, LLC | $612.9K | 11,150 | 0.00% | 2q | +18.6%+$96.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $607.1K | 11,046 | 0.00% | 2q | -21.9%-$170.4K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $598.9K | 10,897 | 0.07% | 2q | +45.3%+$186.7K |
| First Growth Capital LLC | $503.8K | 9,166 | 0.38% | 3q | -2.2%-$11.3K |
| UBS Group AG | $500.7K | 9,110 | 0.00% | 12q | -65.1%-$932.9K |
| Walkner Condon Financial Advisors LLC | $321.7K | 5,972 | 0.04% | 4q | +3.0%+$9.5K |
| STIFEL FINANCIAL CORP | $289.1K | 5,259 | 0.00% | 2q | +6.5%+$17.6K |
| BLAIR WILLIAM & CO/IL | $287.9K | 5,238 | 0.00% | 12q | -43.9%-$225.4K |
| OSAIC HOLDINGS, INC. | $284.2K | 5,171 | 0.00% | 12q | +9.6%+$24.9K |
| Cetera Investment Advisers | $281.0K | 5,112 | 0.00% | 3q | +6.3%+$16.8K |
| Cresset Asset Management, LLC | $269.3K | 4,900 | 0.00% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $268.7K | 4,889 | 0.00% | 7q | +5.9%+$14.9K |
| SIMPLEX TRADING, LLC | $266.1K | 4,842 | 0.00% | 2q | +85.6%+$122.7K |
| PKS Advisory Services, LLC | $253.4K | 4,610 | 0.04% | new | NEW |
| Arkadios Wealth Advisors | $246.7K | 4,488 | 0.00% | 6q | +0.6%+$1.5K |
| Farther Finance Advisors, LLC | $234.9K | 4,274 | 0.00% | 4q | +16.7%+$33.6K |
| Quad-Cities Investment Group, LLC | $224.1K | 4,077 | 0.08% | 2q | +0.7%+$1.6K |
| RPS ADVISORY SOLUTIONS LLC | $217.7K | 3,961 | 0.14% | 2q | +1.4%+$3.0K |
| Atlantic Union Bankshares Corp | $213.4K | 3,882 | 0.00% | 5q | +0.8%+$1.6K |
| ROYAL BANK OF CANADA | $145.0K | 2,632 | 0.00% | new | NEW |
| UMB Bank, n.a. | $55.0K | 1,000 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.1K | 766 | 0.00% | 6q | +14.0%+$5.2K |
| Copia Wealth Management | $35.5K | 646 | 0.02% | 7q | +4.2%+$1.4K |
| JONES FINANCIAL COMPANIES LLLP | $18.6K | 334 | 0.00% | new | NEW |
| IFP Advisors, Inc | $16.5K | 300 | 0.00% | 8q | HELD |
| Rockefeller Capital Management L.P. | $10.3K | 186 | 0.00% | 4q | +0.5% |
| LANARK FINANCIAL, INC. | $9.0K | 164 | 0.00% | new | NEW |
| MTM Investment Management, LLC | $6.6K | 120 | 0.00% | 5q | HELD |
| HOWE & RUSLING INC | $5.5K | 100 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $5.5K | 100 | 0.00% | 5q | HELD |
| Glen Eagle Advisors, LLC | $2.7K | 49 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2.3K | 41 | 0.00% | 10q | -33.9%-$1.2K |
| Steward Partners Investment Advisory, LLC | $1.5K | 27 | 0.00% | 2q | -98.2%-$79.0K |
| HARBOR CAPITAL ADVISORS, INC. | $1.3K | 23,616 | 0.09% | 8q | +28.4% |
| NewEdge Advisors, LLC | $664 | 12 | 0.00% | new | NEW |
| Activest Wealth Management | $220 | 4 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $55 | 1 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $24 | 0 | 0.00% | 12q | HELD |
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 | 46 | $24.5M | 437,444 | 10 | 19 | 8 | 2.0% |
| Q1 2026 | 45 | $26.0M | 413,629 | 18 | 13 | 5 | 3.0% |
| Q4 2025 | 34 | $13.0M | 300,675 | 6 | 7 | 10 | 0.0% |
| Q3 2025 | 33 | $14.5M | 340,463 | 7 | 6 | 11 | 0.0% |
| Q2 2025 | 35 | $17.1M | 439,904 | 5 | 5 | 17 | 0.0% |
| Q1 2025 | 36 | $21.7M | 517,560 | 4 | 8 | 15 | 0.1% |
| Q4 2024 | 43 | $31.6M | 651,879 | 9 | 8 | 13 | 0.0% |
| Q3 2024 | 37 | $32.2M | 655,196 | 1 | 10 | 15 | 0.3% |
| Q2 2024 | 41 | $98.3M | 1,868,599 | 4 | 11 | 14 | 0.0% |
| Q1 2024 | 46 | $166.8M | 2,989,334 | 8 | 13 | 10 | 0.0% |
| Q4 2023 | 43 | $157.2M | 3,020,631 | 9 | 8 | 12 | 0.0% |
| Q3 2023 | 40 | $43.4M | 761,570 | 38 | 0 | 2 | 0.0% |
| Q2 2023 | 2 | $4.8M | 506,036 | 2 | 0 | 0 | 0.0% |