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DaveManuel.com · Institutional Ownership · Who Owns It

INVESCO EXCHANGE TRADED FD T (CSD)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

55
Reporting holders
$99.1M
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
LPL Financial LLC$16.0M106,6750.00%6q+277.9%+$11.7M
RAYMOND JAMES FINANCIAL INC$10.3M68,6680.00%5q+1990.4%+$9.8M
BANK OF AMERICA CORP /DE/$7.8M52,2520.00%31q+172.9%+$5.0M
Chicago Partners Investment Group LLC$7.7M56,7150.15%31qHELD
Brookstone Capital Management$6.9M46,3890.07%newNEW
Private Advisor Group, LLC$6.8M45,6180.03%4q+23.2%+$1.3M
COMMONWEALTH EQUITY SERVICES, LLC$4.5M29,8750.01%31q+640.8%+$3.9M
SBI Okasan Asset Management Co.Ltd.$3.6M24,4600.12%newNEW
TWO SIGMA INVESTMENTS, LP$3.0M19,7000.00%newNEW
OSAIC HOLDINGS, INC.$2.9M19,5340.00%26q+62.4%+$1.1M
Del-Sette Capital Management, LLC$2.6M17,4161.52%2q+151.9%+$1.6M
Institute for Wealth Management, LLC.$2.4M15,7580.21%31qHELD
AMERIPRISE FINANCIAL INC$2.2M14,9050.00%5q+46.0%+$703.2K
MORGAN STANLEY$2.2M14,7820.00%33q+40.1%+$633.3K
NewEdge Advisors, LLC$2.1M14,0620.01%newNEW
JONES FINANCIAL COMPANIES LLLP$1.6M11,0160.00%9q+140.3%+$939.3K
Thrivent Financial for Lutherans$1.6M10,4190.00%2q+3.7%+$55.5K
Occidental Asset Management, LLC$1.5M10,0000.15%33qHELD
Peak Asset Management, LLC$1.5M9,9310.22%31qHELD
GOLDMAN SACHS GROUP INC$1.4M9,5890.00%newNEW
Sigma Planning Corp$1.4M9,1200.03%newNEW
Phocas Financial Corp.$1.1M7,4000.15%31qHELD
Integrated Wealth Concepts LLC$1.1M7,2540.01%2q+89.8%+$513.9K
Regatta Research & Money Management$968.1K6,4650.92%newFIRST
Cambridge Investment Research Advisors, Inc.$924.0K6,1740.00%newNEW
Hikari Tsushin, Inc.$734.2K4,9030.05%10qHELD
FIRST MANHATTAN CO. LLC.$676.1K4,5150.00%4qHELD
Betterment LLC$565.0K3,7760.00%2q+67.9%+$228.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$478.9K3,1980.00%3q-8.2%-$42.5K
HighTower Advisors, LLC$453.9K3,0310.00%23q+7.7%+$32.5K
Fulcrum Equity Management$348.6K2,3280.26%3q+13.4%+$41.2K
CITIZENS FINANCIAL GROUP INC/RI$344.4K2,3000.00%4qHELD
Cetera Investment Advisers$276.3K1,8450.00%2q+2.4%+$6.4K
FIRST NATIONAL BANK SIOUX FALLS$219.2K1,7670.06%2qHELD
Freestone Capital Holdings, LLC$201.7K1,3470.01%newNEW
RAFFA WEALTH MANAGEMENT, LLC$138.1K9220.02%28qHELD
JPMORGAN CHASE & CO$118.8K8150.00%newNEW
BLAIR WILLIAM & CO/IL$61.4K4100.00%31qHELD
Global Retirement Partners, LLC$60.3K4030.00%newNEW
Allworth Financial LP$59.9K4000.00%11qHELD
Costello Asset Management, INC$53.4K3560.02%6qHELD
CITIGROUP INC$36.4K2430.00%31qHELD
Harbor Asset Planning, Inc.$32.1K2150.02%5qHELD
FMR LLC$28.6K1910.00%9q+5.5%+$1.5K
BFC Planning, Inc.$24.6K1640.00%newNEW
WELLS FARGO & COMPANY/MN$16.5K1100.00%31qHELD
DUNCKER STREETT & CO INC$15.0K1000.00%27qHELD
BlackRock, Inc.$15.0K1000.00%newNEW
Federation des caisses Desjardins du Quebec$15.0K1000.00%newNEW
Farther Finance Advisors, LLC$9.9K660.00%2q+312.5%+$7.5K
AE Wealth Management LLC$7.5K500.00%7qHELD
PNC Financial Services Group, Inc.$6.3K420.00%newNEW
UBS Group AG$2.8K190.00%newNEW
Founders Financial Alliance, LLC$1.6K110.00%newNEW
Millstone Evans Group, LLC$1.0K70.00%newNEW

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
Q3 20268$14.3M114,0590120.0%
Q2 202655$99.1M667,911171810.0%
Q1 202642$32.9M284,39712840.0%
Q4 202534$22.8M221,8395390.0%
Q3 202532$22.3M236,8614740.0%
Q2 202531$15.4M181,8573580.0%
Q1 202529$14.9M198,2006250.0%
Q4 202427$25.0M301,6853240.0%
Q3 202424$11.6M144,1360350.0%
Q2 202425$10.8M150,9633160.0%
Q1 202427$13.2M187,0663280.0%
Q4 202330$11.7M184,3455480.0%
Q3 202329$10.2M185,7422280.0%
Q2 202327$10.6M184,0590450.0%
Q1 202330$10.7M189,7643180.0%
Q4 202230$12.3M225,8232480.0%
Q3 202231$12.9M263,9022370.0%
Q2 202232$13.1M256,3411570.0%
Q1 202235$17.8M302,5784590.0%
Q4 202135$16.9M275,3111570.0%
Q3 202132$16.8M265,5532460.0%
Q2 202133$17.2M267,1022590.0%
Q1 202132$18.5M291,7533970.0%
Q4 202031$17.9M315,99434110.0%
Q3 202029$15.4M349,02103160.0%
Q2 202031$16.2M422,63424120.0%
Q1 202037$17.0M589,50823190.0%
Q4 201943$32.3M638,85765150.0%
Q3 201942$47.6M1,025,06565200.0%
Q2 201938$50.7M1,019,81556180.0%
Q1 201945$60.2M1,188,39068140.0%
Q4 201845$58.5M1,369,5531020.0%