DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (GRPM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
96
Reporting holders
$284.8M
Reported value
0.0%
Calls
0.0%
Puts
-4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $47.2M | 362,266 | 0.05% | 3q | +5.6%+$2.5M |
| GW HENSSLER & ASSOCIATES LTD | $36.8M | 282,594 | 1.64% | 3q | +2.7%+$965.6K |
| MORGAN STANLEY | $22.8M | 174,943 | 0.00% | 33q | -23.1%-$6.9M |
| BANK OF AMERICA CORP /DE/ | $21.0M | 161,430 | 0.00% | 31q | +12.0%+$2.2M |
| LPL Financial LLC | $19.5M | 149,657 | 0.00% | 31q | +4.9%+$905.6K |
| 626 Financial, LLC | $12.4M | 95,403 | 4.84% | 9q | +5.5%+$645.8K |
| OSAIC HOLDINGS, INC. | $11.6M | 88,723 | 0.01% | 26q | +67.9%+$4.7M |
| Ameritas Investment Partners, Inc. | $8.2M | 62,822 | 0.22% | 7q | +5.4%+$419.4K |
| Summit Financial, LLC | $7.8M | 59,878 | 0.09% | 4q | +3.7%+$279.5K |
| Cetera Investment Advisers | $6.7M | 51,379 | 0.01% | 11q | -31.5%-$3.1M |
| Private Advisor Group, LLC | $6.0M | 46,062 | 0.03% | 10q | +1.7%+$100.5K |
| WealthCare Investment Partners, LLC | $6.0M | 46,040 | 1.46% | 12q | +2.0%+$117.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 41,199 | 0.09% | 19q | +12.5%+$597.7K |
| JONES FINANCIAL COMPANIES LLLP | $5.0M | 38,492 | 0.00% | 10q | -10.9%-$612.1K |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 36,260 | 0.00% | 7q | +1.3%+$61.0K |
| Creative Planning | $4.6M | 35,296 | 0.00% | 7q | -16.6%-$915.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 33,024 | 0.05% | 12q | -14.5%-$731.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 28,808 | 0.00% | 11q | -47.2%-$3.4M |
| UBS Group AG | $3.6M | 27,735 | 0.00% | 31q | HELD |
| Integrated Wealth Concepts LLC | $3.5M | 27,185 | 0.02% | 5q | +0.6%+$20.4K |
| GOLDMAN SACHS GROUP INC | $3.5M | 26,848 | 0.00% | 12q | +60.0%+$1.3M |
| Cerity Partners LLC | $3.5M | 26,563 | 0.00% | 13q | -0.9%-$31.2K |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 19,976 | 0.00% | 30q | +96.2%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 19,740 | 0.00% | 14q | -36.7%-$1.5M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2.5M | 19,296 | 0.12% | 10q | -34.2%-$1.3M |
| Asset Allocation Strategies LLC | $2.4M | 18,696 | 0.37% | 5q | +3.5%+$81.2K |
| Concurrent Investment Advisors, LLC | $2.1M | 16,035 | 0.02% | 11q | +0.7%+$14.3K |
| Sigma Planning Corp | $1.7M | 12,977 | 0.04% | 10q | +9.6%+$148.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 12,674 | 0.00% | 31q | -2.8%-$47.1K |
| Arrowroot Family Office, LLC | $1.3M | 9,786 | 0.36% | 13q | HELD |
| Fortitude Financial, LLC | $1.2M | 9,281 | 1.09% | 3q | -7.6%-$99.2K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 8,800 | 0.00% | 3q | +18.9%+$182.2K |
| OPPENHEIMER & CO INC | $1.1M | 8,415 | 0.01% | 7q | -4.5%-$52.1K |
| GTS SECURITIES LLC | $1.1M | 8,392 | 0.02% | 2q | +146.5%+$649.1K |
| ROYAL BANK OF CANADA | $1.0M | 8,031 | 0.00% | 31q | -11.5%-$135.5K |
| Davis Investment Partners, LLC | $1.0M | 7,891 | 0.31% | 15q | -13.7%-$162.6K |
| AMERIPRISE FINANCIAL INC | $963.9K | 7,405 | 0.00% | 15q | +2.6%+$24.7K |
| MML INVESTORS SERVICES, LLC | $800.1K | 6,147 | 0.00% | 10q | +19.1%+$128.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $792.3K | 6,087 | 0.00% | 3q | -47.7%-$722.2K |
| Fortune Financial Group, Inc. | $757.6K | 5,820 | 0.59% | 3q | +15.9%+$104.1K |
| FLOW TRADERS U.S. LLC | $626.0K | 4,813 | 0.03% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $581.3K | 4,466 | 0.03% | 19q | +4.9%+$26.9K |
| Daniel Investment Group, Inc. | $569.5K | 4,375 | 0.34% | new | FIRST |
| Janney Montgomery Scott LLC | $459.0K | 3,525 | 0.00% | 14q | HELD |
| SeedSafe Financial LLC | $424.9K | 3,264 | 0.31% | 3q | -1.4%-$6.1K |
| Main Street Group, LTD | $412.8K | 3,171 | 0.10% | 8q | +3.0%+$12.1K |
| Modern Wealth Management, LLC | $405.1K | 3,112 | 0.00% | 8q | HELD |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $398.2K | 3,059 | 0.04% | 9q | +0.9%+$3.5K |
| Thrivent Financial for Lutherans | $386.0K | 2,969 | 0.00% | 4q | -10.2%-$44.1K |
| NewEdge Advisors, LLC | $359.0K | 2,758 | 0.00% | 15q | HELD |
| MONTAG A & ASSOCIATES INC | $358.0K | 2,750 | 0.02% | 3q | HELD |
| Cornerstone Wealth Management, LLC | $346.5K | 2,662 | 0.01% | 9q | -17.1%-$71.3K |
| Redhawk Wealth Advisors, Inc. | $340.4K | 2,615 | 0.03% | 10q | HELD |
| Kestra Advisory Services, LLC | $320.9K | 2,465 | 0.00% | 9q | -6.5%-$22.4K |
| Gladstone Institutional Advisory LLC | $318.3K | 2,445 | 0.01% | 14q | HELD |
| COMPASS CAPITAL CORP /MA/ /ADV | $317.9K | 2,220 | 0.10% | 4q | +7.0%+$20.8K |
| Crescent Grove Advisors, LLC | $299.4K | 2,300 | 0.02% | 10q | HELD |
| Capital Advisors, Ltd. LLC | $286.0K | 2,194 | 0.03% | 31q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $283.7K | 2,179 | 0.00% | 7q | -4.9%-$14.6K |
| International Private Wealth Advisors LLC | $262.4K | 2,016 | 0.14% | 11q | -7.9%-$22.6K |
| Courage Miller Partners, LLC | $258.1K | 1,983 | 0.07% | 10q | HELD |
| Merit Financial Group, LLC | $256.2K | 1,968 | 0.00% | 7q | -33.5%-$129.1K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $255.6K | 1,964 | 0.00% | 9q | -3.3%-$8.6K |
| US BANCORP \DE\ | $249.4K | 1,916 | 0.00% | 20q | HELD |
| Sovran Advisors, LLC | $246.7K | 1,802 | 0.02% | new | NEW |
| Harbor Group, Inc. | $235.4K | 1,809 | 0.03% | 4q | HELD |
| Lido Advisors, LLC | $219.1K | 1,683 | 0.00% | 14q | -4.6%-$10.5K |
| Steward Partners Investment Advisory, LLC | $186.9K | 1,436 | 0.00% | 5q | -18.9%-$43.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $117.4K | 902 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $92.9K | 713 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $71.7K | 554 | 0.00% | 4q | +295.7%+$53.6K |
| Aptus Capital Advisors, LLC | $56.8K | 436 | 0.00% | 2q | +379.1%+$44.9K |
| FMR LLC | $56.7K | 435 | 0.00% | 21q | HELD |
| Capital Investment Advisory Services, LLC | $52.2K | 401 | 0.00% | 26q | HELD |
| Larson Financial Group LLC | $40.5K | 311 | 0.00% | 5q | -23.0%-$12.1K |
| BANK OF MONTREAL /CAN/ | $36.4K | 280 | 0.00% | 10q | HELD |
| GHP Investment Advisors, Inc. | $29.2K | 224 | 0.00% | new | NEW |
| Sankala Group LLC | $24.3K | 171 | 0.02% | 3q | -41.6%-$17.4K |
| AE Wealth Management LLC | $21.9K | 168 | 0.00% | 7q | -0.6% |
| BOK Financial Private Wealth, Inc. | $19.0K | 146 | 0.00% | 14q | HELD |
| HARBOUR INVESTMENTS, INC. | $18.6K | 143 | 0.00% | 21q | HELD |
| Quaker Wealth Management, LLC | $18.2K | 140 | 0.01% | 6q | HELD |
| PRIVATE TRUST CO NA | $17.2K | 132 | 0.00% | 5q | -14.8%-$3.0K |
| Qube Research & Technologies Ltd | $17.1K | 131 | 0.00% | 2q | +6450.0%+$16.8K |
| Regatta Research & Money Management | $13.0K | 100 | 0.01% | new | FIRST |
| Global Retirement Partners, LLC | $12.1K | 93 | 0.00% | 16q | -88.2%-$90.9K |
| Smartleaf Asset Management LLC | $9.8K | 75 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $8.6K | 66 | 0.00% | 2q | -42.1%-$6.2K |
| Founders Financial Alliance, LLC | $8.6K | 66 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $5.8K | 45 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $5.1K | 39 | 0.00% | 3q | HELD |
| Key Financial Inc | $3.9K | 30 | 0.00% | 23q | HELD |
| Farther Finance Advisors, LLC | $3.3K | 25 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $2.6K | 20 | 0.00% | 10q | HELD |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $1.9K | 15 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $120 | 1 | 0.00% | 31q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $60.4M | 445,862 | 3 | 4 | 8 | 0.0% |
| Q2 2026 | 96 | $284.8M | 2,187,837 | 4 | 30 | 31 | 0.0% |
| Q1 2026 | 100 | $263.9M | 2,232,706 | 11 | 23 | 39 | 0.0% |
| Q4 2025 | 96 | $303.5M | 2,528,010 | 11 | 24 | 33 | 0.0% |
| Q3 2025 | 92 | $239.8M | 1,979,953 | 11 | 22 | 38 | 0.0% |
| Q2 2025 | 88 | $240.5M | 2,188,586 | 10 | 25 | 36 | 0.0% |
| Q1 2025 | 86 | $270.5M | 2,589,400 | 5 | 37 | 22 | 0.0% |
| Q4 2024 | 97 | $286.2M | 2,536,734 | 16 | 37 | 13 | 0.0% |
| Q3 2024 | 82 | $255.0M | 2,178,454 | 10 | 39 | 14 | 0.0% |
| Q2 2024 | 80 | $196.9M | 1,720,901 | 15 | 24 | 23 | 0.0% |
| Q1 2024 | 72 | $294.7M | 2,459,288 | 16 | 20 | 18 | 0.0% |
| Q4 2023 | 60 | $167.3M | 1,701,080 | 10 | 14 | 21 | 0.0% |
| Q3 2023 | 53 | $125.1M | 1,433,944 | 7 | 19 | 12 | 0.0% |
| Q2 2023 | 48 | $111.7M | 1,227,996 | 2 | 15 | 14 | 0.0% |
| Q1 2023 | 50 | $99.5M | 1,143,707 | 11 | 13 | 14 | 0.0% |
| Q4 2022 | 46 | $88.4M | 929,834 | 9 | 10 | 15 | 0.0% |
| Q3 2022 | 35 | $45.7M | 608,707 | 3 | 9 | 15 | 0.0% |
| Q2 2022 | 35 | $59.4M | 761,340 | 2 | 15 | 12 | 0.0% |
| Q1 2022 | 39 | $58.7M | 636,779 | 6 | 12 | 12 | 0.0% |
| Q4 2021 | 39 | $60.9M | 634,321 | 4 | 9 | 12 | 0.0% |
| Q3 2021 | 37 | $56.6M | 629,584 | 4 | 10 | 14 | 0.0% |
| Q2 2021 | 38 | $72.9M | 796,488 | 8 | 14 | 7 | 0.0% |
| Q1 2021 | 31 | $38.7M | 434,281 | 5 | 10 | 9 | 0.0% |
| Q4 2020 | 25 | $28.6M | 372,434 | 2 | 6 | 14 | 0.0% |
| Q3 2020 | 25 | $20.6M | 342,702 | 4 | 4 | 11 | 0.0% |
| Q2 2020 | 24 | $19.1M | 331,312 | 2 | 5 | 15 | 0.0% |
| Q1 2020 | 27 | $16.4M | 364,769 | 4 | 6 | 15 | 0.0% |
| Q4 2019 | 30 | $212.4M | 3,147,679 | 2 | 7 | 13 | 0.0% |
| Q3 2019 | 29 | $33.6M | 530,416 | 3 | 9 | 8 | 0.0% |
| Q2 2019 | 32 | $50.3M | 779,563 | 3 | 8 | 14 | 0.0% |
| Q1 2019 | 33 | $49.8M | 781,155 | 4 | 9 | 11 | 0.0% |
| Q4 2018 | 28 | $43.7M | 787,213 | 1 | 0 | 1 | 0.0% |