INVESCO EXCHANGE TRADED FD T (PSI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
239
Reporting holders
$1.0B
Reported value
2.3%
Held as options
+64
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $92.3M | 491,416 | 0.02% | 31q | +20.0%+$15.4M |
| MEITAV INVESTMENT HOUSE LTD | $86.2M | 458,708 | 0.58% | 22q | +649.4%+$74.7M |
| HighTower Advisors, LLC | $84.9M | 452,067 | 0.08% | 13q | -8.1%-$7.5M |
| MORGAN STANLEY | $80.3M | 427,456 | 0.00% | 33q | -3.6%-$3.0M |
| Warner Group LLC | $65.0M | 346,221 | 16.01% | 4q | +87.9%+$30.4M |
| BANK OF AMERICA CORP /DE/ | $42.7M | 227,087 | 0.00% | 31q | -15.9%-$8.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $39.2M | 208,606 | 0.02% | 20q | +105.8%+$20.1M |
| RAYMOND JAMES FINANCIAL INC | $33.8M | 180,087 | 0.01% | 7q | -11.8%-$4.5M |
| UBS Group AG | $27.7M | 147,328 | 0.00% | 31q | +31.5%+$6.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.9M | 121,790 | 0.01% | 23q | +219.8%+$15.7M |
| CAPTRUST FINANCIAL ADVISORS | $22.2M | 118,245 | 0.03% | 25q | -16.9%-$4.5M |
| TWO SIGMA INVESTMENTS, LP | $20.9M | 111,300 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $19.2M | 102,297 | 0.00% | 31q | -27.2%-$7.2M |
| Cetera Investment Advisers | $17.9M | 95,364 | 0.02% | 10q | -48.6%-$17.0M |
| AMERIPRISE FINANCIAL INC | $15.8M | 83,876 | 0.00% | 31q | +32.1%+$3.8M |
| MML INVESTORS SERVICES, LLC | $15.2M | 81,058 | 0.03% | 31q | +16.2%+$2.1M |
| OSAIC HOLDINGS, INC. | $14.3M | 76,027 | 0.02% | 26q | +15.6%+$1.9M |
| NATIONAL BANK OF CANADA /FI/ | $14.2M | 75,435 | 0.01% | 19q | -9.2%-$1.4M |
| CITADEL ADVISORS LLC | $13.3M | options only | 0.00% | 5q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $13.0M | 69,311 | 0.00% | 27q | +57.4%+$4.7M |
| Members Advisory Group LLC | $12.6M | 67,134 | 3.52% | 2q | +293.4%+$9.4M |
| Artesa Financial Group, LLC | $12.2M | 65,177 | 10.46% | 3q | +1.1%+$137.1K |
| JONES FINANCIAL COMPANIES LLLP | $12.1M | 72,117 | 0.00% | 9q | +60.0%+$4.5M |
| Advisory Services Network, LLC | $9.8M | 52,037 | 0.11% | 24q | -0.6%-$60.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 51,607 | 0.01% | 31q | HELD |
| Arete Wealth Advisors, LLC | $9.4M | 49,826 | 0.20% | new | NEW |
| Private Advisor Group, LLC | $8.9M | 47,249 | 0.04% | 26q | -13.3%-$1.4M |
| STIFEL FINANCIAL CORP | $8.7M | 46,122 | 0.01% | 5q | +1.2%+$106.7K |
| TRUIST FINANCIAL CORP | $8.3M | 44,415 | 0.01% | 13q | +1.2%+$94.8K |
| Belvedere Trading LLC | $8.2M | options only | 0.01% | 5q | OPTIONS |
| D. E. Shaw & Co., Inc. | $7.5M | 39,947 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $6.4M | 34,117 | 0.01% | 4q | +1765.3%+$6.1M |
| Summit Financial, LLC | $6.4M | 34,008 | 0.07% | 5q | -13.0%-$954.3K |
| BIP Wealth, LLC | $4.7M | 24,828 | 0.13% | 3q | +2.9%+$131.7K |
| Western Wealth Management, LLC | $4.0M | 21,215 | 0.13% | 2q | +42330.0%+$4.0M |
| Bawa N Mallick Trust | $3.8M | 20,015 | 1.22% | 7q | HELD |
| Prospera Financial Services Inc | $3.5M | 18,405 | 0.05% | 13q | -6.8%-$251.6K |
| Triton Financial Group Inc | $3.4M | 17,887 | 1.93% | 16q | -50.6%-$3.4M |
| PRINCIPAL SECURITIES, INC. | $3.3M | 17,690 | 0.04% | 11q | HELD |
| Nilsine Partners, LLC | $3.2M | 17,289 | 0.22% | 3q | -0.8%-$25.9K |
| Concurrent Investment Advisors, LLC | $3.1M | 16,405 | 0.03% | new | NEW |
| Keystone Wealth Services, LLC | $3.0M | 15,719 | 0.55% | 2q | +229.6%+$2.1M |
| Quantinno Capital Management LP | $2.9M | 15,534 | 0.00% | 3q | +233.5%+$2.0M |
| Stratos Wealth Partners, LTD. | $2.8M | 15,163 | 0.03% | 2q | +158.1%+$1.7M |
| Mission Hills Financial Advisory, LLC | $2.8M | 14,704 | 1.21% | 8q | HELD |
| Per Stirling Capital Management, LLC. | $2.6M | 13,948 | 0.25% | 2q | -33.6%-$1.3M |
| Kestra Advisory Services, LLC | $2.5M | 13,249 | 0.01% | 3q | +297.5%+$1.9M |
| Financial Management Professionals, Inc. | $2.4M | 13,019 | 0.23% | 2q | -15.3%-$442.5K |
| PNC Financial Services Group, Inc. | $2.4M | 12,711 | 0.00% | 31q | +16.7%+$341.5K |
| Ramiah Investment Group | $2.4M | 12,639 | 1.81% | new | NEW |
| Mariner, LLC | $2.3M | 12,168 | 0.00% | 15q | +25.5%+$464.7K |
| Integrated Wealth Concepts LLC | $2.3M | 12,034 | 0.01% | 2q | -9.5%-$236.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.2M | 11,911 | 0.04% | 6q | -6.4%-$153.8K |
| Valley Brook Capital Group, Inc. | $2.1M | 11,425 | 1.22% | 14q | +3.7%+$76.1K |
| B. Riley Wealth Advisors, Inc. | $2.0M | 11,200 | 0.11% | 24q | +1.1%+$22.2K |
| Qube Research & Technologies Ltd | $1.7M | 9,251 | 0.00% | new | NEW |
| PFG Investments, LLC | $1.7M | 9,088 | 0.07% | 10q | +5.1%+$82.8K |
| PETRA FINANCIAL ADVISORS INC | $1.7M | 8,891 | 0.77% | new | NEW |
| Secure Asset Management, LLC | $1.6M | 8,672 | 0.23% | 3q | +58.9%+$603.5K |
| TUDOR INVESTMENT CORP ET AL | $1.6M | options only | 0.00% | new | OPTIONS |
| &PARTNERS | $1.6M | 8,549 | 0.01% | new | NEW |
| Belpointe Asset Management LLC | $1.6M | 8,487 | 0.05% | 10q | +14.8%+$205.1K |
| Coppell Advisory Solutions LLC | $1.5M | 451 | 0.13% | new | NEW |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.5M | 8,125 | 0.17% | 21q | +0.6%+$8.5K |
| Caprock Group, LLC | $1.5M | 7,975 | 0.03% | 25q | HELD |
| EP Wealth Advisors, LLC | $1.4M | 7,542 | 0.01% | 14q | -2.0%-$28.5K |
| J.W. COLE ADVISORS, INC. | $1.4M | 7,486 | 0.02% | new | NEW |
| Koshinski Asset Management, Inc. | $1.4M | 7,386 | 0.07% | 15q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 7,384 | 0.02% | 11q | +59.4%+$517.1K |
| BENJAMIN EDWARDS INC | $1.4M | 7,379 | 0.01% | 5q | HELD |
| Simplicity Wealth,LLC | $1.4M | 7,295 | 0.05% | 2q | -0.5%-$6.9K |
| Creative Planning | $1.4M | 7,242 | 0.00% | 5q | +18.6%+$213.7K |
| Hennion & Walsh Asset Management, Inc. | $1.3M | 7,170 | 0.04% | 3q | -19.0%-$316.5K |
| KKM Financial LLC | $1.3M | 7,147 | 0.18% | 11q | HELD |
| Wealthcare Advisory Partners LLC | $1.3M | 7,020 | 0.02% | 5q | +94.7%+$641.2K |
| Millennium Capital Advisors, LLC | $1.3M | 6,850 | 0.70% | 13q | HELD |
| Carr Financial Group Corp | $1.2M | 6,551 | 0.28% | 3q | +62.3%+$472.2K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 6,528 | 0.02% | 21q | +8.2%+$93.4K |
| FIRST FOUNDATION ADVISORS | $1.2M | 6,372 | 0.04% | 13q | -6.6%-$84.5K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $1.1M | 6,036 | 0.02% | 5q | -6.3%-$75.9K |
| Focus Partners Wealth | $1.1M | 5,958 | 0.00% | 8q | +7.2%+$75.5K |
| Capital Square, LLC | $1.1M | 6,830 | 0.48% | 7q | +3.0%+$32.2K |
| Equitable Holdings, Inc. | $1.1M | 5,740 | 0.01% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.0M | 5,553 | 0.01% | 4q | HELD |
| Berbice Capital Management LLC | $1.0M | 5,500 | 0.53% | new | NEW |
| Sound Income Strategies, LLC | $975.3K | 5,193 | 0.04% | 5q | +19.9%+$161.7K |
| Wellington Shields & Co., LLC | $918.8K | 4,892 | 0.21% | 3q | -4.9%-$47.0K |
| Wedmont Private Capital | $915.5K | 5,742 | 0.03% | new | NEW |
| McGuire Investment Group, LLC | $882.4K | 4,698 | 0.08% | 25q | HELD |
| Brookstone Capital Management | $861.5K | 4,587 | 0.01% | new | NEW |
| BlackRock, Inc. | $856.5K | 4,560 | 0.00% | 2q | HELD |
| Perigon Wealth Management, LLC | $827.3K | 4,405 | 0.01% | 15q | HELD |
| NEUBERGER BERMAN GROUP LLC | $811.9K | 4,323 | 0.00% | 13q | HELD |
| Institute for Wealth Management, LLC. | $808.9K | 4,307 | 0.07% | 11q | HELD |
| NewEdge Advisors, LLC | $805.3K | 4,288 | 0.00% | 2q | +96.2%+$394.8K |
| Capstone Wealth Management Group, Inc. | $798.2K | 4,250 | 0.48% | new | FIRST |
| WNY Asset Management, LLC | $782.2K | 4,165 | 0.07% | 4q | +6.5%+$47.9K |
| Sanctuary Advisors, LLC | $761.5K | 4,054 | 0.00% | 8q | HELD |
| Lebenthal Global Advisors, LLC | $756.0K | 4,025 | 0.10% | 5q | +1.9%+$14.1K |
| Independent Wealth Advisors LLC | $746.1K | 3,972 | 0.68% | 3q | HELD |
Showing the largest 100 of 249 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 | 239 | $1.0B | 5,307,628 | 74 | 60 | 45 | 2.3% |
| Q1 2026 | 175 | $428.7M | 4,523,827 | 39 | 38 | 44 | 0.2% |
| Q4 2025 | 149 | $338.7M | 4,321,822 | 28 | 42 | 31 | 0.2% |
| Q3 2025 | 124 | $215.8M | 3,069,203 | 15 | 19 | 41 | 0.2% |
| Q2 2025 | 116 | $197.2M | 3,282,914 | 22 | 27 | 31 | 0.2% |
| Q1 2025 | 99 | $146.5M | 3,095,987 | 6 | 25 | 35 | 0.0% |
| Q4 2024 | 123 | $198.7M | 3,404,196 | 12 | 22 | 43 | 0.1% |
| Q3 2024 | 122 | $205.7M | 3,568,522 | 17 | 26 | 48 | 0.2% |
| Q2 2024 | 129 | $285.6M | 4,548,685 | 17 | 32 | 39 | 0.0% |
| Q1 2024 | 120 | $286.0M | 5,074,423 | 20 | 25 | 36 | 0.0% |
| Q4 2023 | 112 | $233.3M | 4,720,767 | 9 | 30 | 33 | 0.0% |
| Q3 2023 | 108 | $190.4M | 4,440,976 | 13 | 90 | 2 | 0.2% |
| Q2 2023 | 102 | $202.8M | 1,479,440 | 24 | 26 | 25 | 0.4% |
| Q1 2023 | 89 | $146.9M | 1,195,985 | 16 | 19 | 29 | 0.2% |
| Q4 2022 | 77 | $129.3M | 1,287,887 | 11 | 22 | 24 | 0.2% |
| Q3 2022 | 100 | $149.8M | 1,658,129 | 17 | 20 | 35 | 0.0% |
| Q2 2022 | 97 | $175.5M | 1,796,669 | 9 | 21 | 38 | 0.0% |
| Q1 2022 | 108 | $295.7M | 2,286,133 | 11 | 43 | 28 | 0.0% |
| Q4 2021 | 124 | $351.2M | 2,294,469 | 27 | 37 | 18 | 0.0% |
| Q3 2021 | 102 | $233.1M | 1,827,369 | 11 | 27 | 22 | 0.0% |
| Q2 2021 | 99 | $212.4M | 1,652,341 | 21 | 30 | 24 | 0.0% |
| Q1 2021 | 95 | $192.9M | 1,606,426 | 24 | 33 | 14 | 0.0% |
| Q4 2020 | 75 | $125.4M | 1,194,556 | 13 | 17 | 21 | 0.0% |
| Q3 2020 | 59 | $81.5M | 1,056,233 | 9 | 14 | 20 | 0.0% |
| Q2 2020 | 58 | $88.0M | 1,204,032 | 10 | 12 | 16 | 0.0% |
| Q1 2020 | 56 | $64.2M | 1,179,505 | 12 | 15 | 14 | 0.0% |
| Q4 2019 | 53 | $64.1M | 954,694 | 8 | 15 | 11 | 0.0% |
| Q3 2019 | 44 | $40.8M | 705,880 | 3 | 10 | 14 | 0.0% |
| Q2 2019 | 46 | $38.4M | 707,118 | 6 | 9 | 14 | 0.0% |
| Q1 2019 | 44 | $38.1M | 718,687 | 6 | 8 | 15 | 0.0% |
| Q4 2018 | 43 | $38.1M | 859,947 | 3 | 0 | 1 | 0.0% |