HolderBook

INVESCO EXCHANGE TRADED FD T (UPGD)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

32
Reporting holders
$31.6M
Reported value
0.0%
Held as options
+0
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
RAYMOND JAMES FINANCIAL INC$13.0M158,3850.00%7q-0.8%-$98.4K
Kingsview Wealth Management, LLC$9.2M112,7890.11%newNEW
LPL Financial LLC$1.8M22,4500.00%31q+4.4%+$77.8K
Aspire Growth Partners LLC$852.2K10,4010.50%7q-1.1%-$9.6K
OXFORD FINANCIAL GROUP, LTD. LLC$819.3K10,0000.04%26qHELD
HBK Sorce Advisory LLC$721.0K8,6020.01%14qHELD
Tower Research Capital LLC (TRC)$510.2K6,2270.01%27q-33.6%-$257.8K
Total Wealth Planning & Management, Inc.$477.8K5,8310.32%6qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$470.6K5,7440.00%9q-10.7%-$56.1K
Beacon Pointe Advisors, LLC$409.7K5,0000.00%newNEW
Geneos Wealth Management Inc.$409.7K5,0000.01%33q+100.0%+$204.8K
Millstone Evans Group, LLC$333.1K4,0650.18%7qHELD
Morey & Quinn Wealth Partners, LLC$326.0K3,9790.21%7q-15.4%-$59.4K
MORGAN STANLEY$322.8K3,9400.00%33qHELD
YARGER WEALTH STRATEGIES, LLC$295.3K3,5770.11%11qHELD
GLENMEDE TRUST CO NA$290.9K3,5500.00%3qHELD
Quantinno Capital Management LP$267.3K3,2630.00%5qHELD
STIFEL FINANCIAL CORP$241.8K2,9510.00%3qHELD
Formidable Asset Management, LLC$218.9K3,0040.03%25qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$118.8K1,4500.00%30qHELD
FMR LLC$103.6K1,2650.00%22qHELD
OSAIC HOLDINGS, INC.$94.3K1,1510.00%26qHELD
ARCADIA INVESTMENT ADVISORS LLC$80.2K2450.03%24qHELD
UBS Group AG$64.0K7810.00%11qHELD
TRUST CO OF TOLEDO NA /OH/$49.2K6000.00%5qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$34.2K4170.00%18qHELD
VIMA LLC$30.5K3720.03%newNEW
Keating Financial Advisory Services, Inc.$13.8K1690.00%3qHELD
Park Place Capital Corp$13.2K1610.00%2qHELD
JPMORGAN CHASE & CO$11.8K1440.00%newNEW
Steward Partners Investment Advisory, LLC$2.0K250.00%7qHELD
FLOW TRADERS U.S. LLC$4415,3770.02%newNEW
WELLS FARGO & COMPANY/MN$3700.00%31qHELD

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 202632$31.6M385,5384250.0%
Q1 202632$21.1M287,8883450.0%
Q4 202533$23.5M312,3793680.0%
Q3 202532$21.9M291,4340350.0%
Q2 202533$22.3M313,9804390.0%
Q1 202532$22.8M324,82724100.0%
Q4 202433$22.4M322,9542460.0%
Q3 202427$22.2M308,8421680.0%
Q2 202426$20.1M306,69631110.0%
Q1 202425$23.5M354,2162680.0%
Q4 202327$26.2M423,5104570.0%
Q3 202324$23.1M414,9361290.0%
Q2 202327$28.2M484,4621360.0%
Q1 202327$26.3M474,0463640.0%
Q4 202224$24.3M448,6184490.0%
Q3 202224$22.8M449,4440680.0%
Q2 202226$21.7M423,6702380.0%
Q1 202225$25.9M424,2751650.0%
Q4 202127$30.1M477,7031570.0%
Q3 202126$25.9M431,3501840.0%
Q2 202125$23.3M379,2341690.0%
Q1 202127$25.2M434,7364580.0%
Q4 202023$26.4M521,0900740.0%
Q3 202024$21.0M526,0162290.0%
Q2 202024$23.5M600,43124100.0%
Q1 202022$17.2M598,1681580.0%
Q4 201925$35.3M733,9942560.0%
Q3 201925$34.5M810,54524110.0%
Q2 201924$38.0M845,01325100.0%
Q1 201926$37.6M859,9475560.0%
Q4 201821$32.8M898,7252000.0%