DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (IGPT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
201
Reporting holders
$526.5M
Reported value
0.3%
Calls
0.0%
Puts
+54
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 |
|---|---|---|---|---|---|
| UBS Group AG | $70.3M | 675,133 | 0.01% | 31q | -0.9%-$664.7K |
| MORGAN STANLEY | $59.2M | 568,267 | 0.00% | 33q | +26.5%+$12.4M |
| HighTower Advisors, LLC | $55.1M | 529,127 | 0.05% | 5q | +82.7%+$24.9M |
| LPL Financial LLC | $53.8M | 516,825 | 0.01% | 31q | +12.7%+$6.0M |
| AMERIPRISE FINANCIAL INC | $28.7M | 275,392 | 0.01% | 31q | -6.9%-$2.1M |
| Berkshire Money Management, Inc. | $23.4M | 224,341 | 2.13% | 6q | -4.4%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $17.0M | 163,491 | 0.00% | 31q | +6.3%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $15.6M | 149,873 | 0.00% | 7q | +59.7%+$5.8M |
| JONES FINANCIAL COMPANIES LLLP | $15.5M | 156,993 | 0.01% | 11q | +34.3%+$4.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.3M | 147,342 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $13.5M | 129,973 | 0.02% | 26q | +17.0%+$2.0M |
| Cambridge Investment Research Advisors, Inc. | $11.2M | 107,554 | 0.01% | 31q | +143.4%+$6.6M |
| ROYAL BANK OF CANADA | $10.5M | 101,148 | 0.00% | 31q | -13.7%-$1.7M |
| Cetera Investment Advisers | $8.3M | 79,323 | 0.01% | 10q | +7.3%+$559.5K |
| StoneCrest Wealth Management, Inc. | $7.1M | 68,258 | 2.27% | new | NEW |
| Private Advisor Group, LLC | $6.2M | 59,431 | 0.03% | 10q | +164.5%+$3.8M |
| MARSHALL WACE, LLP | $4.9M | 47,358 | 0.00% | new | NEW |
| Corient Private Wealth LP | $4.1M | 39,168 | 0.01% | 14q | +22.4%+$745.6K |
| FLOW TRADERS U.S. LLC | $3.8M | 36,886 | 0.16% | 4q | +45.5%+$1.2M |
| Kingsview Wealth Management, LLC | $3.5M | 33,597 | 0.04% | 9q | +28.6%+$778.5K |
| Clear Creek Financial Management, LLC | $3.4M | 32,398 | 0.22% | 11q | +5.4%+$172.2K |
| Opus Capital Group, LLC | $3.3M | 31,653 | 0.32% | 3q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.1M | 30,044 | 0.03% | 9q | -22.6%-$913.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 26,656 | 0.00% | 9q | +74.5%+$1.2M |
| Indie Asset Partners, LLC | $2.7M | 25,866 | 2.58% | 10q | +1.0%+$27.4K |
| STIFEL FINANCIAL CORP | $2.5M | 24,073 | 0.00% | 31q | +17.4%+$371.2K |
| Bay Capital Advisors, LLC | $2.3M | 21,753 | 1.21% | 5q | -0.7%-$16.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 21,134 | 0.00% | 30q | +9.7%+$195.2K |
| Dynamic Advisor Solutions LLC | $2.2M | 20,922 | 0.06% | 5q | -8.5%-$201.1K |
| M Holdings Securities, Inc. | $1.8M | 18,174 | 0.25% | 3q | +4.0%+$70.3K |
| Quantinno Capital Management LP | $1.7M | 16,525 | 0.00% | 3q | +56.4%+$620.6K |
| Bawa N Mallick Trust | $1.7M | 16,500 | 0.56% | 7q | +10.0%+$156.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 15,993 | 0.00% | 9q | +52.1%+$570.3K |
| Soltis Investment Advisors LLC | $1.6M | 15,750 | 0.09% | 3q | +300.7%+$1.2M |
| MML INVESTORS SERVICES, LLC | $1.6M | 15,698 | 0.00% | 9q | +21.8%+$292.2K |
| Nilsine Partners, LLC | $1.6M | 15,232 | 0.11% | new | NEW |
| Principle Wealth Partners LLC | $1.5M | 14,798 | 0.08% | new | NEW |
| HSBC HOLDINGS PLC | $1.4M | 13,600 | 0.00% | 5q | HELD |
| EP Wealth Advisors, LLC | $1.4M | 13,479 | 0.01% | 14q | HELD |
| TRUIST FINANCIAL CORP | $1.4M | 13,051 | 0.00% | 6q | +5.3%+$68.0K |
| HOWARD FINANCIAL SERVICES, LTD. | $1.3M | 12,768 | 0.07% | new | NEW |
| CoreCap Advisors, LLC | $1.3M | 12,672 | 0.04% | 2q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.3M | 12,367 | 0.02% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 12,200 | 0.02% | 3q | +212.3%+$863.3K |
| Coppell Advisory Solutions LLC | $1.3M | 1? | 0.10% | new | |
| RFG - Bristol Wealth Advisors, LLC | $1.2M | 11,393 | 0.29% | 7q | -3.3%-$41.0K |
| Rockefeller Capital Management L.P. | $1.2M | 11,387 | 0.00% | 8q | +10.6%+$114.0K |
| Cresset Asset Management, LLC | $1.1M | 10,871 | 0.00% | 6q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.1M | 10,541 | 0.04% | 7q | +1.9%+$20.2K |
| CIBC Bancorp USA Inc. | $1.1M | 10,500 | 0.00% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $998.1K | 10,086 | 0.00% | 10q | HELD |
| Creative Planning | $991.7K | 9,526 | 0.00% | 4q | +17.7%+$148.9K |
| CAPTRUST FINANCIAL ADVISORS | $980.1K | 9,415 | 0.00% | 31q | HELD |
| Pacific Sun Financial Corp | $958.2K | 9,205 | 0.40% | 24q | -0.7%-$6.8K |
| Brookwood Investment Group LLC | $912.5K | 8,766 | 0.10% | 3q | -12.7%-$133.2K |
| Mutual Advisors, LLC | $910.8K | 8,749 | 0.02% | new | NEW |
| Aspen Investment Management Inc | $896.0K | 8,606 | 0.24% | 4q | +10.9%+$88.0K |
| AQR CAPITAL MANAGEMENT LLC | $849.5K | 8,160 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $840.3K | 8,072 | 0.01% | 6q | +92.1%+$403.0K |
| FIFTH THIRD BANCORP | $819.7K | 7,874 | 0.00% | 4q | HELD |
| OPPENHEIMER & CO INC | $809.5K | 7,776 | 0.01% | 14q | HELD |
| Diversified Enterprises, LLC | $792.2K | 7,610 | 0.04% | 8q | HELD |
| GTS SECURITIES LLC | $779.8K | 7,491 | 0.02% | new | NEW |
| THOMPSON DAVIS & CO., INC. | $778.1K | 7,475 | 0.47% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $767.7K | 7,375 | 0.02% | new | NEW |
| Sandy Cove Advisors, LLC | $734.1K | 7,052 | 0.18% | 11q | HELD |
| SeaCrest Wealth Management, LLC | $732.8K | 7,039 | 0.08% | 27q | +14.2%+$91.3K |
| Wealthcare Advisory Partners LLC | $687.9K | 6,608 | 0.01% | 3q | +1.7%+$11.2K |
| Rubicon Advisors, GP | $677.7K | 6,510 | 0.49% | 3q | +4.2%+$27.1K |
| Kestra Advisory Services, LLC | $675.5K | 6,489 | 0.00% | 24q | +8.3%+$51.7K |
| Equitable Holdings, Inc. | $639.2K | 6,140 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $629.8K incl. $239.4K options CALL | 3,750 | 0.00% | 3q | -91.3%-$6.6M |
| Proficio Capital Partners LLC | $624.6K | 6,000 | 0.02% | 6q | HELD |
| Belvedere Trading LLC | $603.8K CALL+PUT | options only | 0.00% | new | OPTIONS |
| Greenspring Advisors, LLC | $593.4K | 5,700 | 0.03% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $555.0K | 5,330 | 0.00% | 5q | +4.7%+$25.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $551.8K | 5,301 | 0.03% | 2q | +35.7%+$145.2K |
| Prospera Financial Services Inc | $550.8K | 5,291 | 0.01% | new | NEW |
| Wealthspire Advisors, LLC | $550.6K | 5,289 | 0.00% | 4q | -3.6%-$20.8K |
| Mariner, LLC | $547.6K | 5,260 | 0.00% | 5q | -87.3%-$3.8M |
| NewEdge Advisors, LLC | $536.3K | 5,152 | 0.00% | 15q | +951.4%+$485.3K |
| AtlasMark Financial, Inc | $533.4K | 5,124 | 0.26% | 4q | +0.9%+$4.7K |
| CITADEL ADVISORS LLC | $530.9K CALL | options only | 0.00% | 3q | OPTIONS |
| NOVEM GROUP | $505.1K | 4,852 | 0.05% | 2q | +22.5%+$92.9K |
| Focus Partners Wealth | $470.1K | 4,516 | 0.00% | 3q | +9.3%+$40.0K |
| Focus Financial Network, Inc. | $466.4K | 4,480 | 0.01% | 5q | +8.5%+$36.4K |
| FMR LLC | $464.6K | 4,463 | 0.00% | 29q | +10.8%+$45.2K |
| Belpointe Asset Management LLC | $459.5K | 4,414 | 0.02% | new | NEW |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $452.8K | 4,350 | 0.01% | 5q | HELD |
| Collier Financial | $447.1K | 4,295 | 0.31% | 6q | -1.7%-$7.6K |
| Acorn Wealth Advisors, LLC | $445.2K | 4,277 | 0.11% | new | NEW |
| National Wealth Management Group, LLC | $434.7K | 4,176 | 0.13% | new | NEW |
| Cerity Partners LLC | $429.1K | 4,122 | 0.00% | 2q | +3.9%+$16.1K |
| Allen Mooney & Barnes Investment Advisors LLC | $421.6K | 4,050 | 0.06% | new | NEW |
| Wellington Shields & Co., LLC | $416.0K | 3,996 | 0.09% | new | NEW |
| LRI Investments, LLC | $401.3K | 3,855 | 0.03% | 8q | HELD |
| Sovran Advisors, LLC | $398.2K | 4,731 | 0.03% | 4q | +2.2%+$8.5K |
| WBH ADVISORY INC | $395.7K | 3,801 | 0.03% | 5q | HELD |
| NewEdge Wealth, LLC | $393.6K | 3,781 | 0.00% | 2q | HELD |
| Fortune Financial Group, Inc. | $387.3K | 3,720 | 0.30% | 3q | HELD |
Showing the largest 100 of 202 reported holders. The count of 201 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 58 | $32.5M | 319,826 | 2 | 13 | 14 | 0.0% |
| Q2 2026 | 201 | $526.5M | 5,054,178 | 61 | 55 | 22 | 0.3% |
| Q1 2026 | 147 | $257.7M | 4,436,893 | 18 | 38 | 32 | 0.0% |
| Q4 2025 | 148 | $248.4M | 4,173,351 | 29 | 35 | 25 | 0.0% |
| Q3 2025 | 119 | $196.2M | 3,634,310 | 14 | 33 | 19 | 0.0% |
| Q2 2025 | 117 | $170.4M | 3,466,967 | 22 | 23 | 29 | 0.0% |
| Q1 2025 | 109 | $120.6M | 2,978,627 | 22 | 25 | 21 | 0.0% |
| Q4 2024 | 105 | $128.1M | 2,829,933 | 10 | 27 | 18 | 0.1% |
| Q3 2024 | 107 | $111.6M | 2,452,189 | 15 | 40 | 18 | 0.0% |
| Q2 2024 | 104 | $102.3M | 2,153,770 | 30 | 26 | 12 | 0.0% |
| Q1 2024 | 88 | $77.8M | 1,720,127 | 30 | 22 | 10 | 0.0% |
| Q4 2023 | 66 | $43.7M | 1,131,972 | 8 | 9 | 20 | 0.0% |
| Q3 2023 | 63 | $35.7M | 1,101,397 | 7 | 10 | 24 | 0.0% |
| Q2 2023 | 67 | $40.8M | 380,768 | 10 | 11 | 22 | 0.0% |
| Q1 2023 | 63 | $39.5M | 387,806 | 9 | 10 | 24 | 0.0% |
| Q4 2022 | 65 | $40.5M | 445,481 | 12 | 9 | 21 | 0.0% |
| Q3 2022 | 55 | $42.6M | 479,231 | 7 | 15 | 18 | 0.0% |
| Q2 2022 | 57 | $48.7M | 535,318 | 2 | 5 | 30 | 0.0% |
| Q1 2022 | 73 | $82.6M | 738,276 | 4 | 18 | 32 | 0.0% |
| Q4 2021 | 81 | $120.2M | 941,200 | 7 | 23 | 29 | 0.0% |
| Q3 2021 | 92 | $150.4M | 1,046,003 | 6 | 18 | 38 | 0.0% |
| Q2 2021 | 98 | $1.4B | 8,690,635 | 8 | 25 | 38 | 0.0% |
| Q1 2021 | 107 | $1.2B | 7,819,833 | 14 | 30 | 32 | 0.0% |
| Q4 2020 | 106 | $1.2B | 7,529,352 | 20 | 27 | 24 | 0.0% |
| Q3 2020 | 90 | $1.0B | 8,286,501 | 10 | 36 | 22 | 0.0% |
| Q2 2020 | 93 | $767.4M | 6,680,695 | 15 | 20 | 31 | 0.0% |
| Q1 2020 | 91 | $480.8M | 5,686,507 | 12 | 20 | 32 | 0.0% |
| Q4 2019 | 96 | $699.3M | 7,005,460 | 16 | 31 | 17 | 0.0% |
| Q3 2019 | 82 | $629.2M | 6,756,306 | 15 | 25 | 16 | 0.0% |
| Q2 2019 | 75 | $433.8M | 4,520,288 | 13 | 29 | 19 | 0.0% |
| Q1 2019 | 68 | $327.9M | 3,595,692 | 25 | 22 | 8 | 0.0% |
| Q4 2018 | 50 | $107.5M | 1,466,443 | 2 | 1 | 1 | 0.0% |