DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (KNCT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
51
Reporting holders
$99.6M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 | $34.8M | 164,936 | 0.03% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 46,460 | 0.00% | 5q | +84.0%+$4.5M |
| LPL Financial LLC | $9.8M | 46,273 | 0.00% | 31q | +170.5%+$6.2M |
| MORGAN STANLEY | $9.3M | 44,250 | 0.00% | 33q | -3.2%-$309.2K |
| TRUIST FINANCIAL CORP | $5.0M | 23,509 | 0.01% | 3q | +0.7%+$36.1K |
| BFC Planning, Inc. | $3.6M | 17,291 | 0.15% | 3q | +2.6%+$92.4K |
| STIFEL FINANCIAL CORP | $3.1M | 14,782 | 0.00% | 3q | -0.7%-$22.6K |
| Cetera Investment Advisers | $2.3M | 11,070 | 0.00% | 2q | -18.6%-$534.5K |
| Outlook Wealth Advisors, LLC | $2.3M | 10,875 | 0.50% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 10,344 | 0.00% | 25q | +114.6%+$1.2M |
| Nilsine Partners, LLC | $2.2M | 10,285 | 0.15% | 3q | HELD |
| JANE STREET GROUP, LLC | $1.7M | 8,105 | 0.00% | 4q | -40.7%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 6,377 | 0.00% | 3q | -3.8%-$52.5K |
| Hennion & Walsh Asset Management, Inc. | $1.1M | 5,204 | 0.03% | 3q | +6.6%+$67.5K |
| Quantinno Capital Management LP | $909.9K | 4,314 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $856.8K | 4,062 | 0.00% | 3q | -1.0%-$8.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $724.8K | 3,436 | 0.01% | 3q | +1.2%+$8.4K |
| NewEdge Advisors, LLC | $685.7K | 3,251 | 0.00% | 9q | HELD |
| Prospera Financial Services Inc | $668.0K | 3,160 | 0.01% | 3q | -1.9%-$12.7K |
| Wellington Shields & Co., LLC | $582.4K | 2,761 | 0.13% | 3q | HELD |
| MinichMacGregor Wealth Management, LLC | $462.1K | 2,191 | 0.07% | 3q | -13.7%-$73.6K |
| Fulcrum Equity Management | $435.1K | 2,063 | 0.32% | 3q | +8.0%+$32.3K |
| Evercore Wealth Management, LLC | $421.9K | 2,000 | 0.01% | 8q | HELD |
| EQUITABLE TRUST CO | $343.6K | 1,629 | 0.01% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $328.8K | 1,559 | 0.00% | 3q | HELD |
| Vision Capital Management, Inc. | $316.4K | 1,500 | 0.04% | 3q | HELD |
| NTV Asset Management LLC | $316.4K | 1,500 | 0.03% | 3q | HELD |
| Novak & Powell Financial Services, Inc. | $309.2K | 1,466 | 0.15% | 2q | HELD |
| Western Financial Corp/CA | $301.2K | 1,428 | 0.09% | 2q | -4.7%-$14.8K |
| OSAIC HOLDINGS, INC. | $301.2K | 1,428 | 0.00% | 26q | +38.5%+$83.7K |
| DAVENPORT & Co LLC | $297.5K | 1,411 | 0.00% | new | NEW |
| KKM Financial LLC | $281.8K | 1,336 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $280.4K | 1,329 | 0.00% | 29q | HELD |
| &PARTNERS | $264.9K | 1,256 | 0.00% | new | NEW |
| Sargent Investment Group, LLC | $253.1K | 1,200 | 0.03% | new | NEW |
| IBEX WEALTH ADVISORS | $227.0K | 1,076 | 0.02% | new | NEW |
| KTF INVESTMENTS, LLC | $223.6K | 1,060 | 0.02% | new | NEW |
| Sound Income Strategies, LLC | $215.6K | 1,022 | 0.01% | 3q | +576.8%+$183.7K |
| Focus Partners Wealth | $200.4K | 950 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $165.7K | 802 | 0.00% | 6q | +686.3%+$144.7K |
| Institute for Wealth Management, LLC. | $145.3K | 689 | 0.01% | new | NEW |
| HARBOR INVESTMENT ADVISORY, LLC | $137.3K | 651 | 0.01% | 27q | -7.0%-$10.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $122.5K | 605 | 0.01% | 3q | HELD |
| ASSETMARK, INC | $114.7K | 544 | 0.00% | 3q | HELD |
| UBS Group AG | $84.6K | 401 | 0.00% | 2q | +3.6%+$3.0K |
| Rockefeller Capital Management L.P. | $44.1K | 209 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $30.8K | 146 | 0.00% | new | NEW |
| Regatta Research & Money Management | $14.8K | 70 | 0.01% | new | FIRST |
| Wagner Wealth Management, LLC | $3.0K | 14 | 0.00% | 7q | HELD |
| Smartleaf Asset Management LLC | $2.1K | 10 | 0.00% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $16 | none filed | 0.00% | 31q | -100.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $6.5M | 31,543 | 0 | 3 | 6 | 0.0% |
| Q2 2026 | 51 | $99.6M | 472,290 | 11 | 12 | 11 | 0.0% |
| Q1 2026 | 43 | $56.3M | 404,456 | 8 | 12 | 9 | 0.0% |
| Q4 2025 | 38 | $58.3M | 435,248 | 23 | 6 | 3 | 0.0% |
| Q3 2025 | 19 | $5.1M | 40,289 | 3 | 2 | 5 | 0.0% |
| Q2 2025 | 18 | $5.1M | 43,771 | 2 | 2 | 4 | 0.0% |
| Q1 2025 | 20 | $5.3M | 53,124 | 3 | 2 | 4 | 0.0% |
| Q4 2024 | 19 | $16.5M | 157,343 | 2 | 3 | 3 | 0.0% |
| Q3 2024 | 18 | $4.9M | 48,447 | 3 | 2 | 4 | 0.0% |
| Q2 2024 | 17 | $5.1M | 51,729 | 3 | 1 | 6 | 0.0% |
| Q1 2024 | 14 | $6.0M | 63,836 | 1 | 1 | 7 | 0.0% |
| Q4 2023 | 18 | $7.4M | 83,129 | 5 | 4 | 4 | 0.0% |
| Q3 2023 | 16 | $5.0M | 65,134 | 3 | 1 | 7 | 0.0% |
| Q2 2023 | 16 | $7.0M | 88,221 | 1 | 4 | 6 | 0.0% |
| Q1 2023 | 20 | $7.2M | 94,159 | 2 | 2 | 8 | 0.0% |
| Q4 2022 | 20 | $6.2M | 88,278 | 5 | 1 | 8 | 0.0% |
| Q3 2022 | 16 | $6.3M | 90,501 | 0 | 3 | 7 | 0.0% |
| Q2 2022 | 18 | $8.6M | 120,157 | 0 | 6 | 7 | 0.0% |
| Q1 2022 | 21 | $12.2M | 133,486 | 2 | 4 | 9 | 0.0% |
| Q4 2021 | 22 | $15.0M | 146,981 | 1 | 5 | 6 | 0.0% |
| Q3 2021 | 21 | $13.3M | 145,856 | 3 | 3 | 7 | 0.0% |
| Q2 2021 | 20 | $12.8M | 140,781 | 1 | 9 | 4 | 0.0% |
| Q1 2021 | 20 | $14.3M | 173,235 | 5 | 5 | 5 | 0.0% |
| Q4 2020 | 18 | $13.4M | 159,138 | 1 | 4 | 9 | 0.0% |
| Q3 2020 | 20 | $15.7M | 229,746 | 3 | 5 | 7 | 0.0% |
| Q2 2020 | 20 | $17.5M | 266,172 | 6 | 2 | 10 | 0.0% |
| Q1 2020 | 21 | $18.6M | 364,930 | 2 | 3 | 13 | 0.0% |
| Q4 2019 | 32 | $69.3M | 1,140,004 | 4 | 13 | 9 | 0.0% |
| Q3 2019 | 32 | $62.2M | 1,107,143 | 5 | 7 | 16 | 0.0% |
| Q2 2019 | 31 | $73.9M | 1,263,846 | 6 | 7 | 15 | 0.0% |
| Q1 2019 | 29 | $77.2M | 1,313,357 | 7 | 10 | 8 | 0.0% |
| Q4 2018 | 28 | $31.2M | 646,612 | 2 | 0 | 1 | 0.0% |