INVESCO EXCH TRADED FD TR II (PWZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
126
Reporting holders
$951.4M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | $428.5M | 17,483,077 | 0.82% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $170.5M | 6,956,880 | 0.11% | 7q | +136.7%+$98.5M |
| Gerber Kawasaki Wealth & Investment Management | $51.3M | 2,093,022 | 1.37% | 20q | +9.4%+$4.4M |
| Composition Wealth, LLC | $30.5M | 1,244,215 | 0.36% | 15q | HELD |
| SYON CAPITAL LLC | $30.2M | 1,231,692 | 1.32% | 7q | +2.2%+$652.9K |
| BANK OF AMERICA CORP /DE/ | $29.8M | 1,215,616 | 0.00% | 31q | +15.4%+$4.0M |
| GUGGENHEIM CAPITAL LLC | $25.2M | 1,027,646 | 0.16% | 8q | +19.9%+$4.2M |
| EP Wealth Advisors, LLC | $19.3M | 788,637 | 0.07% | 10q | +4.9%+$908.8K |
| LPL Financial LLC | $16.7M | 682,964 | 0.00% | 31q | +7.7%+$1.2M |
| MORGAN STANLEY | $15.3M | 625,770 | 0.00% | 33q | +6.4%+$918.9K |
| FIRST FOUNDATION ADVISORS | $9.3M | 379,879 | 0.33% | 14q | HELD |
| Shared Vision Wealth Group LLC | $7.6M | 310,889 | 2.62% | 5q | +780.5%+$6.8M |
| JPMORGAN CHASE & CO | $7.3M | 297,671 | 0.00% | 9q | +35.6%+$1.9M |
| Pure Financial Advisors, LLC | $7.0M | 284,900 | 0.09% | 18q | +4.9%+$325.1K |
| Robertson Stephens Wealth Management, LLC | $5.8M | 238,198 | 0.14% | 8q | +19.8%+$964.1K |
| WELLS FARGO & COMPANY/MN | $4.5M | 183,517 | 0.00% | 31q | -60.9%-$7.0M |
| Integrated Wealth Concepts LLC | $4.3M | 175,464 | 0.02% | 6q | +75.8%+$1.9M |
| FIRST AMERICAN TRUST, FSB | $4.2M | 169,374 | 0.25% | 21q | -4.4%-$188.9K |
| HighTower Advisors, LLC | $3.6M | 145,793 | 0.00% | 9q | +17.7%+$537.3K |
| Chatterton & Associates Inc. | $3.5M | 144,898 | 2.08% | 3q | +9.4%+$305.0K |
| Elmwood Wealth Management, Inc. | $3.5M | 141,077 | 0.86% | 6q | -0.6%-$20.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | $3.3M | 133,243 | 0.01% | 31q | +8.3%+$251.4K |
| Affinity Capital Advisors, LLC | $3.0M | 123,281 | 0.37% | 8q | +195.9%+$2.0M |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 123,367 | 0.00% | 9q | +2.7%+$79.2K |
| FMR LLC | $2.7M | 110,870 | 0.00% | 30q | +19.5%+$443.8K |
| Farther Finance Advisors, LLC | $2.5M | 100,617 | 0.02% | 9q | +28.0%+$539.6K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2.2M | 89,454 | 0.19% | 15q | +14.8%+$282.6K |
| SimpliFi, Inc. | $2.1M | 85,725 | 0.83% | 14q | HELD |
| UBS Group AG | $2.0M | 83,031 | 0.00% | 31q | HELD |
| Navigation Group, LLC | $1.9M | 77,030 | 0.37% | 2q | HELD |
| SteelPeak Wealth, LLC | $1.8M | 74,450 | 0.05% | 27q | -13.0%-$273.4K |
| JANE STREET GROUP, LLC | $1.8M | 72,803 | 0.00% | 11q | -16.0%-$340.9K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 71,630 | 0.00% | 7q | +2.5%+$42.7K |
| McNaughton Wealth Management, LLC | $1.6M | 63,304 | 0.55% | 19q | -9.4%-$160.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 63,111 | 0.00% | 25q | +5.5%+$80.7K |
| Tower Research Capital LLC (TRC) | $1.5M | 61,770 | 0.04% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.5M | 60,941 | 0.00% | 31q | -52.9%-$1.7M |
| CITADEL ADVISORS LLC | $1.4M | 58,069 | 0.00% | new | NEW |
| Elequin Capital, LP | $1.2M | 50,028 | 0.04% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.2M | 48,510 | 0.02% | new | NEW |
| Private Advisor Group, LLC | $1.2M | 47,308 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 46,329 | 0.00% | 20q | +31.2%+$270.0K |
| Compound Planning, Inc. | $1.1M | 45,611 | 0.03% | 8q | -34.6%-$590.2K |
| Cetera Investment Advisers | $1.1M | 45,549 | 0.00% | 6q | +22.0%+$201.3K |
| FOCUS Wealth Advisors, LLC | $1.1M | 43,481 | 0.49% | 23q | HELD |
| Cerity Partners LLC | $987.2K | 40,278 | 0.00% | 4q | +100.0%+$493.6K |
| Global Retirement Partners, LLC | $966.2K | 39,422 | 0.01% | new | NEW |
| Prospera Financial Services Inc | $948.3K | 38,693 | 0.01% | 13q | +2.8%+$25.4K |
| OneDigital Investment Advisors LLC | $946.7K | 38,626 | 0.01% | 9q | +22.3%+$172.9K |
| Atlas Legacy Advisors, LLC | $928.6K | 37,887 | 0.14% | 7q | +1.2%+$10.7K |
| Quantinno Capital Management LP | $923.7K | 37,685 | 0.00% | 5q | +7.5%+$64.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $862.9K | 35,204 | 0.00% | 6q | -22.2%-$246.3K |
| Destination Wealth Management | $856.4K | 34,942 | 0.02% | 10q | +3.3%+$27.6K |
| Impact Investors, Inc | $816.0K | 33,293 | 0.60% | 7q | -26.7%-$296.7K |
| C M BIDWELL & ASSOCIATES LTD | $810.4K | 33,063 | 0.33% | 9q | HELD |
| MATTERN CAPITAL MANAGEMENT, LLC | $766.1K | 31,256 | 0.09% | 16q | +0.9%+$6.7K |
| Williams & Novak, LLC | $732.8K | 29,900 | 0.48% | 11q | HELD |
| Omega Financial Group, LLC | $650.7K | 26,548 | 0.20% | 17q | +2.4%+$15.0K |
| DIMENSION CAPITAL MANAGEMENT LLC | $642.9K | 26,232 | 0.08% | 12q | HELD |
| Equitable Holdings, Inc. | $636.8K | 25,981 | 0.00% | 6q | +11.7%+$66.8K |
| OSAIC HOLDINGS, INC. | $629.8K | 25,693 | 0.00% | 26q | +12.3%+$69.1K |
| Avantax Planning Partners, Inc. | $625.1K | 25,503 | 0.02% | 15q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $611.7K | 24,957 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $595.2K | 24,285 | 0.00% | 3q | +21.3%+$104.7K |
| NWF Advisory Services Inc. | $567.4K | 23,151 | 0.05% | 9q | HELD |
| Mariner, LLC | $563.8K | 23,001 | 0.00% | 19q | -83.6%-$2.9M |
| Fisher Asset Management, LLC | $550.5K | 22,461 | 0.00% | 15q | -2.8%-$15.9K |
| Creative Planning | $505.8K | 20,638 | 0.00% | 18q | -18.9%-$117.7K |
| Orion Porfolio Solutions, LLC | $495.9K | 20,232 | 0.00% | 16q | HELD |
| Savvy Advisors, Inc. | $493.3K | 20,126 | 0.01% | 4q | +48.4%+$160.9K |
| BCS Private Wealth Management, Inc. | $490.2K | 20,000 | 0.15% | 5q | HELD |
| SWEENEY & MICHEL, LLC | $483.4K | 20,000 | 0.13% | 12q | HELD |
| Corient Private Wealth LP | $476.9K | 19,458 | 0.00% | new | NEW |
| Warren Street Wealth Advisors, LLC | $474.7K | 19,369 | 0.11% | 8q | -0.9%-$4.5K |
| Nautilus Advisors LLC | $470.1K | 19,240 | 0.28% | 7q | -3.5%-$17.1K |
| SEEDS INVESTOR LLC | $462.8K | 18,882 | 0.05% | new | NEW |
| ROYAL BANK OF CANADA | $448.0K | 18,294 | 0.00% | 31q | +16.9%+$64.9K |
| STIFEL FINANCIAL CORP | $443.3K | 18,085 | 0.00% | 2q | +58.8%+$164.2K |
| Apella Capital, LLC | $364.7K | 14,879 | 0.01% | 3q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $361.4K | 14,746 | 0.01% | new | NEW |
| WADDELL & ASSOCIATES, LLC | $346.2K | 14,125 | 0.02% | 15q | HELD |
| ASSETMARK, INC | $344.1K | 14,039 | 0.00% | 3q | HELD |
| WealthPlan Investment Management, LLC | $323.2K | 13,187 | 0.02% | 5q | HELD |
| Fort Point Capital Partners LLC | $319.9K | 13,051 | 0.02% | new | NEW |
| TWIN PEAKS WEALTH ADVISORS, LLC | $315.1K | 12,857 | 0.07% | 7q | +27.2%+$67.4K |
| Climber Capital SA | $308.7K | 12,620 | 0.19% | 6q | HELD |
| TME FINANCIAL, INC. | $301.7K | 12,308 | 0.19% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $285.5K | 11,650 | 0.00% | 8q | HELD |
| Werba Rubin Papier Wealth Management | $280.4K | 11,440 | 0.03% | new | NEW |
| Laurel Wealth Planning LLC | $275.6K | 11,246 | 0.12% | 13q | -3.1%-$8.7K |
| Cresset Asset Management, LLC | $264.3K | 10,783 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $254.9K | 10,400 | 0.00% | 4q | HELD |
| FORONJY FINANCIAL LLC | $251.1K | 10,243 | 0.09% | 5q | +4.6%+$11.0K |
| HILL ISLAND FINANCIAL LLC | $250.9K | 10,239 | 0.05% | 3q | -48.9%-$240.2K |
| Rossby Financial, LCC | $242.5K | 9,893 | 0.04% | 3q | HELD |
| FF Advisors,LLC | $240.8K | 9,824 | 0.09% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $235.5K | 9,611 | 0.02% | 2q | +2.4%+$5.6K |
| MONOGRAPH WEALTH ADVISORS, LLC | $226.5K | 9,240 | 0.02% | new | NEW |
| CIBC Bancorp USA Inc. | $226.4K | 9,239 | 0.00% | 2q | HELD |
| NorthRock Partners, LLC | $220.9K | 9,013 | 0.00% | 4q | -25.1%-$73.8K |
Showing the largest 100 of 130 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 | 126 | $951.4M | 38,817,268 | 19 | 52 | 22 | 0.0% |
| Q1 2026 | 122 | $807.4M | 33,823,630 | 13 | 43 | 33 | 0.0% |
| Q4 2025 | 122 | $849.0M | 35,138,958 | 16 | 39 | 37 | 0.0% |
| Q3 2025 | 115 | $838.0M | 35,034,828 | 17 | 40 | 35 | 0.0% |
| Q2 2025 | 108 | $551.0M | 23,544,079 | 9 | 33 | 37 | 0.3% |
| Q1 2025 | 115 | $471.2M | 19,733,211 | 16 | 33 | 36 | 0.1% |
| Q4 2024 | 105 | $468.0M | 18,913,602 | 11 | 44 | 16 | 0.2% |
| Q3 2024 | 91 | $379.1M | 15,118,637 | 11 | 31 | 23 | 0.0% |
| Q2 2024 | 88 | $595.8M | 24,148,479 | 16 | 24 | 17 | 0.0% |
| Q1 2024 | 80 | $579.8M | 23,312,153 | 12 | 28 | 19 | 0.0% |
| Q4 2023 | 81 | $620.3M | 24,831,372 | 16 | 24 | 23 | 0.0% |
| Q3 2023 | 71 | $518.7M | 22,101,488 | 14 | 30 | 16 | 0.0% |
| Q2 2023 | 61 | $375.5M | 15,011,940 | 7 | 24 | 16 | 0.0% |
| Q1 2023 | 62 | $346.0M | 13,967,308 | 9 | 22 | 15 | 0.0% |
| Q4 2022 | 56 | $336.8M | 13,950,675 | 12 | 17 | 18 | 0.0% |
| Q3 2022 | 69 | $375.1M | 16,188,123 | 6 | 19 | 25 | 0.0% |
| Q2 2022 | 75 | $377.6M | 15,512,011 | 8 | 28 | 23 | 0.0% |
| Q1 2022 | 81 | $398.9M | 15,459,990 | 18 | 26 | 18 | 0.0% |
| Q4 2021 | 72 | $299.0M | 10,719,091 | 12 | 23 | 14 | 0.0% |
| Q3 2021 | 67 | $266.4M | 9,598,843 | 8 | 27 | 14 | 0.0% |
| Q2 2021 | 74 | $263.7M | 9,379,809 | 10 | 22 | 20 | 0.0% |
| Q1 2021 | 68 | $261.8M | 9,459,656 | 7 | 30 | 10 | 0.0% |
| Q4 2020 | 69 | $246.6M | 8,831,892 | 5 | 18 | 14 | 0.0% |
| Q3 2020 | 64 | $247.3M | 8,976,103 | 11 | 23 | 8 | 0.1% |
| Q2 2020 | 59 | $275.9M | 9,211,366 | 8 | 16 | 14 | 0.0% |
| Q1 2020 | 50 | $317.4M | 11,773,592 | 4 | 19 | 9 | 0.0% |
| Q4 2019 | 54 | $203.8M | 7,455,381 | 2 | 19 | 8 | 0.0% |
| Q3 2019 | 56 | $210.3M | 7,687,744 | 8 | 25 | 9 | 0.0% |
| Q2 2019 | 50 | $209.7M | 7,804,755 | 9 | 20 | 13 | 0.0% |
| Q1 2019 | 45 | $209.0M | 7,937,114 | 6 | 12 | 12 | 0.0% |
| Q4 2018 | 44 | $208.6M | 8,082,515 | 0 | 2 | 0 | 0.0% |