INVESCO EXCHANGE TRADED FD T (PYZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$22.0M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $4.2M | 33,174 | 0.00% | 31q | -9.6%-$442.3K |
| MORGAN STANLEY | $2.9M | 22,706 | 0.00% | 33q | +2.1%+$59.4K |
| NewEdge Advisors, LLC | $2.8M | 22,269 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $2.0M | 16,070 | 0.00% | 21q | +105.7%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 10,313 | 0.00% | 31q | -34.6%-$686.9K |
| CITADEL ADVISORS LLC | $1.1M | 9,053 | 0.00% | new | NEW |
| MAI Capital Management | $972.1K | 7,725 | 0.00% | 7q | -20.6%-$251.7K |
| RAYMOND JAMES FINANCIAL INC | $763.8K | 6,070 | 0.00% | 3q | -0.8%-$5.8K |
| Maltin Wealth Management, Inc. | $696.7K | 5,536 | 0.23% | 15q | +2.0%+$13.3K |
| Trueblood Wealth Management, LLC | $575.1K | 4,570 | 0.20% | 6q | +1.6%+$9.3K |
| TWO SIGMA INVESTMENTS, LP | $528.5K | 4,200 | 0.00% | new | NEW |
| Pacific Sun Financial Corp | $445.5K | 3,540 | 0.18% | 25q | -0.6%-$2.5K |
| Farther Finance Advisors, LLC | $423.8K | 3,368 | 0.00% | 6q | HELD |
| Tower Research Capital LLC (TRC) | $370.8K | 2,947 | 0.01% | 2q | -37.6%-$223.4K |
| Octavia Wealth Advisors, LLC | $333.2K | 2,648 | 0.03% | 23q | -1.1%-$3.6K |
| Arax Advisory Partners | $317.3K | 2,521 | 0.00% | 3q | -4.5%-$14.9K |
| Genesee Capital Advisors, LLC | $302.9K | 2,407 | 0.10% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $282.8K | 2,240 | 0.00% | 4q | +109.2%+$147.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $281.1K | 2,234 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $280.0K | 2,224 | 0.00% | 26q | -21.8%-$77.9K |
| Cetera Investment Advisers | $272.3K | 2,164 | 0.00% | 4q | +11.9%+$28.9K |
| Mason Investment Advisory Services, Inc. | $240.6K | 1,912 | 0.01% | 4q | -1.0%-$2.4K |
| PDS Planning, Inc | $123.7K | 983 | 0.01% | 2q | HELD |
| AE Wealth Management LLC | $96.6K | 768 | 0.00% | 2q | HELD |
| Transamerica Financial Advisors, LLC | $89.2K | 709 | 0.01% | 18q | -99.4%-$13.7M |
| UBS Group AG | $70.7K | 562 | 0.00% | 31q | -5.7%-$4.3K |
| BELLEVUE ASSET MANAGEMENT, LLC | $42.5K | 338 | 0.02% | 27q | HELD |
| 10Elms LLP | $42.3K | 336 | 0.02% | new | NEW |
| EPG Wealth Management LLC | $26.7K | 213 | 0.01% | 16q | HELD |
| FMR LLC | $20.5K | 163 | 0.00% | 8q | -8.9%-$2.0K |
| HORIZON BANCORP INC /IN/ | $20.0K | 157 | 0.01% | 12q | HELD |
| Sankala Group LLC | $12.9K | 103 | 0.01% | 3q | -13.4%-$2.0K |
| ASSETMARK, INC | $12.7K | 101 | 0.00% | new | NEW |
| MTM Investment Management, LLC | $10.9K | 87 | 0.00% | 20q | HELD |
| Allworth Financial LP | $10.3K | 82 | 0.00% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 13,104 | 0.00% | 31q | +44.2% |
| Register Financial Advisors LLC | $881 | 7 | 0.00% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $81 | 1 | 0.00% | 31q | -50.0% |
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 | 37 | $22.0M | 174,501 | 5 | 6 | 15 | 0.0% |
| Q1 2026 | 36 | $32.5M | 271,079 | 6 | 9 | 11 | 0.0% |
| Q4 2025 | 37 | $25.9M | 235,445 | 9 | 8 | 8 | 0.0% |
| Q3 2025 | 28 | $12.2M | 115,695 | 4 | 3 | 9 | 0.0% |
| Q2 2025 | 28 | $11.0M | 117,950 | 2 | 6 | 11 | 0.0% |
| Q1 2025 | 28 | $12.2M | 143,617 | 4 | 3 | 12 | 0.0% |
| Q4 2024 | 27 | $13.9M | 160,242 | 3 | 3 | 9 | 0.0% |
| Q3 2024 | 28 | $15.5M | 161,272 | 3 | 4 | 10 | 0.0% |
| Q2 2024 | 28 | $16.6M | 189,527 | 1 | 8 | 9 | 0.0% |
| Q1 2024 | 29 | $28.2M | 303,186 | 2 | 5 | 13 | 0.0% |
| Q4 2023 | 34 | $27.5M | 321,474 | 7 | 4 | 15 | 0.0% |
| Q3 2023 | 46 | $67.3M | 856,128 | 2 | 15 | 14 | 0.0% |
| Q2 2023 | 43 | $74.1M | 864,365 | 2 | 17 | 13 | 0.0% |
| Q1 2023 | 47 | $78.6M | 924,902 | 6 | 13 | 12 | 0.0% |
| Q4 2022 | 42 | $58.3M | 768,903 | 8 | 12 | 9 | 0.0% |
| Q3 2022 | 51 | $51.7M | 739,088 | 6 | 7 | 20 | 0.0% |
| Q2 2022 | 53 | $84.3M | 1,189,464 | 6 | 16 | 16 | 0.0% |
| Q1 2022 | 57 | $98.4M | 1,027,605 | 12 | 15 | 12 | 0.0% |
| Q4 2021 | 52 | $80.6M | 851,661 | 2 | 15 | 20 | 0.0% |
| Q3 2021 | 57 | $98.9M | 1,166,996 | 7 | 19 | 19 | 0.0% |
| Q2 2021 | 53 | $115.0M | 1,308,108 | 19 | 15 | 5 | 0.0% |
| Q1 2021 | 36 | $29.3M | 353,185 | 5 | 15 | 6 | 0.0% |
| Q4 2020 | 32 | $16.2M | 225,802 | 9 | 8 | 6 | 0.0% |
| Q3 2020 | 25 | $12.0M | 217,102 | 1 | 5 | 9 | 0.0% |
| Q2 2020 | 26 | $9.4M | 185,133 | 1 | 6 | 10 | 0.0% |
| Q1 2020 | 31 | $10.6M | 256,895 | 4 | 3 | 11 | 0.0% |
| Q4 2019 | 30 | $14.4M | 228,112 | 2 | 2 | 12 | 0.0% |
| Q3 2019 | 27 | $12.6M | 216,208 | 1 | 7 | 10 | 0.0% |
| Q2 2019 | 29 | $14.2M | 236,287 | 2 | 5 | 11 | 0.0% |
| Q1 2019 | 31 | $13.1M | 220,684 | 2 | 8 | 14 | 0.0% |
| Q4 2018 | 34 | $18.2M | 343,121 | 1 | 0 | 1 | 0.0% |