DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PID)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
161
Reporting holders
$425.9M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $71.8M | 3,235,994 | 0.00% | 33q | +1.7%+$1.2M |
| WELLS FARGO & COMPANY/MN | $35.0M | 1,576,515 | 0.01% | 31q | -1.8%-$630.1K |
| LPL Financial LLC | $27.7M | 1,247,869 | 0.01% | 31q | -2.4%-$675.3K |
| Strategic Wealth Partners, Ltd. | $25.6M | 1,152,976 | 1.58% | 14q | +3.4%+$839.0K |
| Northwest Financial Advisors | $21.3M | 960,110 | 2.83% | new | NEW |
| UBS Group AG | $20.5M | 921,753 | 0.00% | 31q | -1.4%-$293.4K |
| BANK OF AMERICA CORP /DE/ | $20.3M | 913,843 | 0.00% | 31q | +0.5%+$110.2K |
| Equitable Holdings, Inc. | $19.8M | 889,648 | 0.12% | 18q | +8.8%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $18.1M | 809,382 | 0.01% | 10q | +12.8%+$2.1M |
| Modern Wealth Management, LLC | $14.1M | 633,789 | 0.17% | 5q | -24.4%-$4.6M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | 474,262 | 0.01% | 27q | +100.8%+$5.3M |
| Kingsview Wealth Management, LLC | $8.8M | 394,832 | 0.11% | 33q | +1532.5%+$8.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 293,709 | 0.00% | 21q | +5.0%+$310.4K |
| OSAIC HOLDINGS, INC. | $6.2M | 279,406 | 0.01% | 26q | -5.4%-$352.1K |
| ROYAL BANK OF CANADA | $5.9M | 265,187 | 0.00% | 31q | -1.4%-$83.3K |
| RAYMOND JAMES FINANCIAL INC | $5.6M | 251,791 | 0.00% | 7q | +5.0%+$268.5K |
| ENVESTNET ASSET MANAGEMENT INC | $5.3M | 238,786 | 0.00% | 31q | +8.6%+$418.8K |
| Morton Capital Management LLC/CA | $5.3M | 236,547 | 0.72% | 15q | -3.0%-$162.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 233,367 | 0.01% | 31q | +0.9%+$44.7K |
| HighTower Advisors, LLC | $4.4M | 199,666 | 0.00% | 26q | +1.4%+$63.0K |
| Focus Financial Network, Inc. | $4.1M | 185,656 | 0.13% | 15q | +0.9%+$37.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 177,344 | 0.01% | 12q | HELD |
| CAHILL FINANCIAL ADVISORS INC | $3.9M | 174,940 | 0.37% | 23q | -11.2%-$491.6K |
| Sanctuary Advisors, LLC | $3.2M | 142,677 | 0.01% | 9q | -10.8%-$384.9K |
| Cheviot Value Management, LLC | $2.7M | 122,502 | 0.28% | 26q | HELD |
| Continuum Advisory, LLC | $2.6M | 116,535 | 0.21% | 18q | +10.3%+$241.6K |
| Mariner, LLC | $2.6M | 115,906 | 0.00% | 31q | +2.1%+$52.7K |
| JPMORGAN CHASE & CO | $2.5M | 111,630 | 0.00% | 31q | HELD |
| Creative Planning | $2.4M | 109,884 | 0.00% | 31q | HELD |
| BRIAN LOW FINANCIAL GROUP, LLC | $2.4M | 108,657 | 1.41% | 5q | +9.7%+$212.9K |
| Cetera Investment Advisers | $2.3M | 103,511 | 0.00% | 14q | -2.7%-$64.6K |
| AMERIPRISE FINANCIAL INC | $2.3M | 102,535 | 0.00% | 31q | -7.2%-$175.8K |
| One Wealth Map LLC | $2.1M | 87,885 | 0.94% | 14q | +1.0%+$20.5K |
| STIFEL FINANCIAL CORP | $1.9M | 87,681 | 0.00% | 31q | -0.7%-$14.1K |
| &PARTNERS | $1.6M | 72,547 | 0.01% | 9q | -0.8%-$12.9K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $1.5M | 68,750 | 0.12% | 31q | HELD |
| Stratos Wealth Partners, LTD. | $1.5M | 68,288 | 0.02% | 16q | +11.3%+$153.6K |
| AAF Wealth Management, LLC | $1.4M | 64,662 | 0.53% | 15q | -4.5%-$68.1K |
| NewEdge Advisors, LLC | $1.4M | 63,026 | 0.00% | 31q | HELD |
| Corient Private Wealth LP | $1.4M | 62,063 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $1.4M | 61,488 | 0.00% | 31q | +1.0%+$13.3K |
| Capital Analysts, LLC | $1.2M | 55,843 | 0.03% | 15q | HELD |
| Capital Investment Advisors, LLC | $1.2M | 55,699 | 0.02% | 25q | HELD |
| Freedom Financial Partners LLC | $1.2M | 55,153 | 0.40% | 7q | +0.6%+$7.5K |
| Parcion Private Wealth LLC | $1.2M | 54,658 | 0.07% | 16q | HELD |
| Southland Equity Partners LLC | $1.2M | 52,497 | 0.20% | 16q | -2.4%-$29.3K |
| FIRST AMERICAN TRUST, FSB | $1.1M | 51,182 | 0.07% | 31q | -42.9%-$853.3K |
| Institute for Wealth Management, LLC. | $1.1M | 48,086 | 0.09% | 31q | HELD |
| NESTEGG ADVISORS, INC. | $1.1M | 47,896 | 0.75% | 7q | -2.8%-$30.5K |
| Cerity Partners LLC | $1.0M | 46,210 | 0.00% | 19q | +1.4%+$13.7K |
| Mosley Wealth Management | $965.0K | 43,467 | 0.31% | 2q | +719.5%+$847.2K |
| Private Advisor Group, LLC | $914.2K | 41,182 | 0.00% | 30q | +11.1%+$91.2K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $907.2K | 40,865 | 0.55% | 7q | HELD |
| Breakwater Capital Group | $904.0K | 40,722 | 0.11% | 15q | -0.6%-$5.7K |
| DRIVE WEALTH MANAGEMENT, LLC | $848.6K | 38,226 | 0.15% | 15q | -2.2%-$19.1K |
| Principle Wealth Partners LLC | $795.0K | 35,812 | 0.04% | 12q | -6.4%-$54.4K |
| Accel Wealth Management | $794.1K | 35,772 | 0.18% | 17q | -15.4%-$144.6K |
| Legacy Financial Advisors, Inc. | $770.7K | 34,717 | 0.09% | 11q | -9.9%-$84.4K |
| Eagle Strategies LLC | $729.9K | 32,881 | 0.07% | 17q | -5.0%-$38.7K |
| Kestra Advisory Services, LLC | $711.9K | 32,066 | 0.00% | 21q | -1.3%-$9.1K |
| IFG Advisory, LLC | $686.8K | 30,937 | 0.02% | new | NEW |
| Appalachian Capital Management Ltd | $655.4K | 29,524 | 0.48% | 3q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $622.0K | 28,018 | 0.02% | 10q | +1.9%+$11.6K |
| GLOBALT Investments LLC / GA | $620.8K | 27,964 | 0.02% | 11q | -4.7%-$30.7K |
| BCS Wealth Management | $599.1K | 26,987 | 0.11% | 8q | -1.3%-$8.0K |
| Alexander Randolph Advisory, Inc. | $561.4K | 25,287 | 0.46% | 11q | HELD |
| Rockefeller Capital Management L.P. | $553.2K | 24,918 | 0.00% | 28q | +4.4%+$23.4K |
| Merit Financial Group, LLC | $542.5K | 24,437 | 0.00% | 13q | -9.0%-$53.7K |
| Arkadios Wealth Advisors | $526.4K | 23,714 | 0.01% | 5q | -3.7%-$20.2K |
| Capital Advisors, Ltd. LLC | $523.0K | 23,577 | 0.05% | 31q | HELD |
| SimpliFi, Inc. | $512.0K | 23,063 | 0.20% | 14q | +1.4%+$7.1K |
| BIP Wealth, LLC | $484.0K | 21,800 | 0.01% | 14q | HELD |
| Wood Tarver Financial Group, LLC | $466.0K | 20,991 | 0.11% | 7q | -6.1%-$30.3K |
| STEPHENS INC /AR/ | $464.7K | 20,934 | 0.01% | 11q | +6.7%+$29.2K |
| BLUEDOOR PRIVATE WEALTH, LLC | $445.5K | 20,066 | 0.19% | 3q | HELD |
| SAXON INTERESTS, INC. | $442.8K | 19,946 | 0.12% | 4q | HELD |
| Golden State Wealth Management, LLC | $439.0K | 19,775 | 0.04% | 7q | -9.3%-$45.2K |
| Sigma Planning Corp | $423.2K | 19,065 | 0.01% | 15q | HELD |
| Janney Montgomery Scott LLC | $400.0K | 18,014 | 0.00% | 27q | HELD |
| Essex Financial Services, Inc. | $392.8K | 17,695 | 0.02% | 24q | -2.3%-$9.1K |
| Mutual Advisors, LLC | $391.6K | 17,640 | 0.01% | 28q | HELD |
| Federation des caisses Desjardins du Quebec | $383.6K | 17,279 | 0.00% | 33q | HELD |
| FIFTH THIRD BANCORP | $360.5K | 16,237 | 0.00% | 2q | -1.7%-$6.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $347.5K | 15,653 | 0.00% | new | NEW |
| UMB Bank, n.a. | $324.1K | 14,600 | 0.00% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $312.0K | 14,053 | 0.00% | 4q | -8.4%-$28.7K |
| TWO SIGMA INVESTMENTS, LP | $308.6K | 13,900 | 0.00% | 2q | +3.0%+$8.9K |
| Visionary Wealth Advisors | $300.2K | 13,522 | 0.01% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $288.6K | 13,001 | 0.00% | 15q | -12.8%-$42.4K |
| FLOW TRADERS U.S. LLC | $286.0K | 12,893 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $279.1K | 12,570 | 0.00% | 3q | -8.0%-$24.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $278.2K | 12,533 | 0.01% | 6q | +11.3%+$28.3K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $275.6K | 12,416 | 0.07% | 15q | HELD |
| CITADEL ADVISORS LLC | $269.2K | 12,128 | 0.00% | 2q | -59.3%-$392.2K |
| Keating Financial Advisory Services, Inc. | $263.2K | 11,855 | 0.03% | 3q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $258.5K | 11,644 | 0.01% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $251.8K | 11,343 | 0.02% | 31q | -7.7%-$21.0K |
| Genesis Wealth Advisors, LLC | $237.8K | 10,710 | 0.14% | 7q | HELD |
| Arax Advisory Partners | $237.1K | 10,678 | 0.00% | 5q | HELD |
| Waterloo Capital, L.P. | $232.4K | 10,470 | 0.01% | new | NEW |
Showing the largest 100 of 161 reported holders.
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 | 49 | $53.9M | 2,516,318 | 1 | 13 | 15 | 0.0% |
| Q2 2026 | 161 | $425.9M | 19,165,806 | 13 | 43 | 47 | 0.0% |
| Q1 2026 | 160 | $394.1M | 17,707,242 | 12 | 45 | 52 | 0.0% |
| Q4 2025 | 157 | $408.4M | 18,552,807 | 13 | 44 | 42 | 0.0% |
| Q3 2025 | 149 | $395.6M | 18,612,056 | 12 | 48 | 40 | 0.0% |
| Q2 2025 | 153 | $400.7M | 19,563,971 | 12 | 44 | 47 | 0.0% |
| Q1 2025 | 153 | $342.0M | 17,928,395 | 12 | 43 | 52 | 0.0% |
| Q4 2024 | 162 | $365.1M | 19,876,232 | 12 | 40 | 42 | 0.0% |
| Q3 2024 | 150 | $375.8M | 19,007,271 | 9 | 43 | 46 | 0.0% |
| Q2 2024 | 158 | $361.8M | 20,167,949 | 15 | 47 | 50 | 0.0% |
| Q1 2024 | 158 | $548.3M | 29,594,603 | 16 | 42 | 57 | 0.0% |
| Q4 2023 | 159 | $530.7M | 28,767,480 | 18 | 41 | 55 | 0.0% |
| Q3 2023 | 149 | $504.5M | 30,183,474 | 14 | 61 | 44 | 0.0% |
| Q2 2023 | 143 | $562.9M | 31,024,685 | 8 | 55 | 42 | 0.0% |
| Q1 2023 | 147 | $502.9M | 28,204,257 | 14 | 63 | 40 | 0.0% |
| Q4 2022 | 149 | $420.3M | 25,142,926 | 33 | 46 | 35 | 0.0% |
| Q3 2022 | 121 | $3.9B | 258,406,325 | 14 | 49 | 30 | 0.0% |
| Q2 2022 | 119 | $1.2B | 68,401,736 | 20 | 45 | 26 | 0.0% |
| Q1 2022 | 109 | $1.2B | 61,380,583 | 21 | 37 | 19 | 0.0% |
| Q4 2021 | 97 | $397.5M | 21,532,804 | 8 | 32 | 25 | 0.0% |
| Q3 2021 | 96 | $414.4M | 23,616,969 | 7 | 28 | 23 | 0.0% |
| Q2 2021 | 101 | $398.5M | 22,551,706 | 15 | 35 | 19 | 0.0% |
| Q1 2021 | 90 | $374.1M | 22,251,269 | 12 | 26 | 26 | 0.0% |
| Q4 2020 | 91 | $374.3M | 24,372,853 | 4 | 17 | 45 | 0.0% |
| Q3 2020 | 98 | $528.6M | 41,658,209 | 10 | 26 | 32 | 0.0% |
| Q2 2020 | 93 | $573.5M | 47,121,673 | 7 | 19 | 39 | 0.0% |
| Q1 2020 | 108 | $619.9M | 54,656,512 | 9 | 35 | 38 | 0.0% |
| Q4 2019 | 115 | $887.2M | 51,993,186 | 17 | 37 | 26 | 0.0% |
| Q3 2019 | 100 | $763.0M | 47,569,886 | 14 | 29 | 25 | 0.0% |
| Q2 2019 | 94 | $1.1B | 68,780,979 | 5 | 30 | 25 | 0.0% |
| Q1 2019 | 106 | $1.0B | 65,791,556 | 14 | 25 | 37 | 0.0% |
| Q4 2018 | 107 | $660.8M | 46,758,477 | 2 | 5 | 3 | 0.0% |