HolderBook

INVESCO EXCHANGE TRADED FD T (PSP)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

91
Reporting holders
$129.2M
Reported value
0.0%
Held as options
-4
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

FilerValueShares Their book Held Change
MORGAN STANLEY$19.5M349,5070.00%12q+46.5%+$6.2M
BANK OF AMERICA CORP /DE/$17.0M305,5430.00%12qHELD
Endowment Wealth Management, Inc.$12.9M232,2825.00%12q+2.5%+$311.8K
WELLS FARGO & COMPANY/MN$8.5M152,5140.00%12q-45.8%-$7.2M
Aletheian Wealth Advisors LLC$8.2M146,3523.48%10q+11.2%+$822.9K
LPL Financial LLC$7.2M129,6080.00%12q-3.9%-$290.8K
AXXCESS WEALTH MANAGEMENT, LLC$5.8M104,9060.09%newNEW
First Interstate Bank$5.8M104,0990.30%newNEW
Crestwood Advisors Group, LLC$3.9M70,0000.06%3qHELD
JANE STREET GROUP, LLC$3.2M57,8520.00%8q+74.2%+$1.4M
ENVESTNET ASSET MANAGEMENT INC$3.0M54,2160.00%12q-55.4%-$3.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.0M53,0180.00%8q+317.7%+$2.2M
CITADEL ADVISORS LLC$2.7M49,1880.00%2qHELD
RAYMOND JAMES FINANCIAL INC$2.0M36,5440.00%7q-89.6%-$17.5M
Farther Finance Advisors, LLC$1.9M33,9160.01%6q-28.9%-$766.4K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M29,1300.00%4q+204.7%+$1.1M
Global Retirement Partners, LLC$1.5M27,4160.02%10qHELD
UBS Group AG$1.5M27,3350.00%12q+1.9%+$28.3K
OSAIC HOLDINGS, INC.$1.2M22,2990.00%12q+61.7%+$474.1K
Nuveen, LLC$1.2M21,0620.00%newNEW
Darwin Wealth Management, LLC$1.1M20,3410.31%12q+6.2%+$66.1K
Arax Advisory Partners$972.8K17,4660.01%6q+188.6%+$635.7K
O'ROURKE & COMPANY, Inc$917.2K16,4670.32%5q+11.3%+$93.0K
ROYAL BANK OF CANADA$911.0K16,3560.00%12q+44.3%+$279.5K
NTV Asset Management LLC$850.5K15,2700.08%12q-3.0%-$26.2K
NATIONAL BANK OF CANADA /FI/$815.1K14,6490.00%12q+13.4%+$96.1K
LFA - Lugano Financial Advisors SA$811.3K15,3040.49%12q-5.2%-$44.5K
MML INVESTORS SERVICES, LLC$744.7K13,3700.00%12q-53.3%-$850.0K
ASHTON THOMAS SECURITIES, LLC$598.2K10,7390.09%8qHELD
Cordoba Advisory Partners LLC$587.2K10,5420.12%3q+35.7%+$154.6K
Hyundai Investments Co., Ltd.$556.3K10,1120.60%3q-42.6%-$413.5K
Integrated Wealth Concepts LLC$457.2K8,2070.00%3q+85.4%+$210.6K
CreativeOne Wealth, LLC$421.0K7,5580.01%5q+2.1%+$8.9K
Compound Planning, Inc.$387.0K6,9480.01%2qHELD
Sidoxia Capital Management, LLC$385.8K6,9260.28%2q+2.2%+$8.4K
Advyzon Investment Management, LLC$343.0K6,1580.02%7q+12.4%+$37.7K
BRIGHTON JONES LLC$334.2K6,0000.01%2qHELD
Legacy Capital Wealth Partners, LLC$323.8K5,8130.06%8q-26.5%-$116.8K
Joseph P. Lucia & Associates, LLC$321.4K5,7710.10%12qHELD
GOLDMAN SACHS GROUP INC$316.4K5,6800.00%newNEW
Fort Point Capital Partners LLC$297.3K5,3380.02%5qHELD
Larson Financial Group LLC$296.8K5,3280.01%12q+8.2%+$22.4K
Private Advisor Group, LLC$291.9K5,2410.00%2qHELD
Triumph Capital Management$283.2K5,0850.05%5q+7.0%+$18.5K
HighPoint Advisor Group LLC$276.0K4,9550.01%3q+17.3%+$40.7K
MAI Capital Management$271.3K4,8700.00%7q+32.7%+$66.8K
MARINO, STRAM & ASSOCIATES LLC$269.4K4,8370.04%5q-4.5%-$12.8K
Equitable Holdings, Inc.$261.4K4,6920.00%6q-29.9%-$111.7K
TWO SIGMA SECURITIES, LLC$256.7K4,6080.02%newNEW
&PARTNERS$249.3K4,4760.00%4q+1.5%+$3.7K
CIBC WORLD MARKET INC.$240.2K4,3130.00%newNEW
Dynamic Advisor Solutions LLC$230.1K4,1320.01%4q+6.7%+$14.4K
FOUNDERS FINANCIAL SECURITIES LLC$209.2K3,7560.01%12q-5.7%-$12.7K
Ashton Thomas Private Wealth, LLC$205.8K3,6950.00%19qHELD
NOTTINGHAM ADVISORS, INC.$203.2K3,5330.02%newNEW
Cetera Investment Advisers$202.2K3,6300.00%12q-73.5%-$561.2K
Comprehensive Money Management Services LLC$200.1K3,5930.13%7q-2.0%-$4.0K
Provident Wealth Management, LLC$153.1K2,7490.04%newNEW
Federation des caisses Desjardins du Quebec$129.5K2,3270.00%6qHELD
Beacon Capital Management, Inc.$96.8K1,7370.01%12q-0.7%
Three Bearings Fiduciary Advisors, Inc.$86.4K1,5510.08%newFIRST
PRIVATE TRUST CO NA$85.2K1,5290.01%12q+9.5%+$7.4K
ROTHSCHILD INVESTMENT LLC$44.6K8000.00%11qHELD
Private Wealth Asset Management, LLC$44.6K8000.00%6qHELD
Steward Partners Investment Advisory, LLC$42.9K7700.00%9qHELD
NewEdge Advisors, LLC$41.7K7480.00%newNEW
ADKINS SEALE CAPITAL MANAGEMENT LLC$33.0K5930.03%3qHELD
Manchester Capital Management LLC$25.1K4500.00%6qHELD
Cornerstone Planning Group LLC$23.5K4060.00%9q-6.7%-$1.7K
FIFTH THIRD BANCORP$22.8K4100.00%2q+49.1%+$7.5K
IFP Advisors, Inc$19.7K3540.00%3qHELD
Institute for Wealth Management, LLC.$17.7K3170.00%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$17.4K3120.00%newFIRST
Founders Financial Alliance, LLC$9.8K1760.00%2q+2.3%
BANK OF MONTREAL /CAN/$8.6K1550.00%5qHELD
Allied Private Wealth LLC$5.7K1000.00%newFIRST
Costello Asset Management, INC$5.6K1000.00%6qHELD
Concord Wealth Partners$5.6K1000.00%newNEW
Caitlin John, LLC$5.0K900.00%4qHELD
FMR LLC$4.7K840.00%12q+663.6%+$4.1K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.3K770.00%11q-18.9%-$1.0K
Geneos Wealth Management Inc.$3.2K570.00%7qHELD
JPMORGAN CHASE & CO$3.1K570.00%12q-1.7%
EverSource Wealth Advisors, LLC$2.8K510.00%2q+2.0%
Parallel Advisors, LLC$2.5K450.00%12qHELD
Winch Advisory Services, LLC$2.2K400.00%7qHELD
FLOW TRADERS U.S. LLC$1.8K31,8320.07%newNEW
HARBOUR INVESTMENTS, INC.$1.6K280.00%12qHELD
Rockefeller Capital Management L.P.$1.4K260.00%2qHELD
Elevated Capital Advisors, LLC$1.4K250.00%3qHELD
MERCER GLOBAL ADVISORS INC /ADV$1.3K240.00%newNEW
Cambridge Investment Research Advisors, Inc.$97017,4000.00%12q+98.7%
Betterment LLC$5399,6680.00%12q+10.2%
HRT FINANCIAL LP$2724,8860.00%2q-83.0%-$1.3K
Davis Capital Management$13520.00%10qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202691$129.2M2,319,6361229190.0%
Q1 202695$137.7M2,415,2591833210.8%
Q4 202591$155.9M2,323,6311531220.0%
Q3 202596$204.6M2,990,7981335190.0%
Q2 202586$166.8M2,415,9501434160.3%
Q1 202582$132.0M2,060,1231422200.0%
Q4 202484$166.2M2,489,7121022230.0%
Q3 202482$154.7M2,267,4821418280.0%
Q2 202480$139.3M2,277,8071622240.0%
Q1 202475$156.9M2,382,2791425190.0%
Q4 202374$152.6M2,454,5031311300.0%
Q3 202364$126.8M2,448,23560020.3%
Q2 20233$338.9K31,4241000.0%
Q1 20231$214.9K21,2580100.0%
Q4 20221$191.2K20,2580010.0%
Q3 20221$180.7K21,3580010.0%
Q2 20221$316.1K32,1860100.0%
Q1 20221$363.3K28,1860100.0%
Q4 20211$242.1K15,6571000.0%
Q3 20201$17.5K1,5810000.0%
Q2 20201$16.5K1,5810010.0%
Q1 20201$14.6K1,8740010.0%
Q4 20191$48.9K3,8270000.0%