DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PKB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
107
Reporting holders
$316.2M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| RMG Wealth Management LLC | $86.9M | 1,326,149 | 8.97% | new | NEW |
| HighTower Advisors, LLC | $33.8M | 301,756 | 0.03% | 14q | -0.8%-$280.6K |
| MORGAN STANLEY | $32.5M | 289,760 | 0.00% | 33q | -0.9%-$286.3K |
| LPL Financial LLC | $21.7M | 193,635 | 0.00% | 31q | -9.6%-$2.3M |
| Cetera Investment Advisers | $14.8M | 132,456 | 0.01% | 10q | +3.9%+$563.6K |
| BANK OF AMERICA CORP /DE/ | $12.9M | 114,985 | 0.00% | 31q | -5.0%-$677.4K |
| RAYMOND JAMES FINANCIAL INC | $10.3M | 92,231 | 0.00% | 7q | +44.2%+$3.2M |
| WELLS FARGO & COMPANY/MN | $9.4M | 84,241 | 0.00% | 31q | +40.1%+$2.7M |
| ROYAL BANK OF CANADA | $9.1M | 81,343 | 0.00% | 31q | -9.9%-$997.5K |
| JONES FINANCIAL COMPANIES LLLP | $5.0M | 44,317 | 0.00% | 10q | +19.1%+$799.1K |
| MML INVESTORS SERVICES, LLC | $4.9M | 43,836 | 0.01% | 8q | +679.2%+$4.3M |
| TRUIST FINANCIAL CORP | $4.6M | 41,272 | 0.01% | 13q | +0.6%+$26.4K |
| Cambridge Investment Research Advisors, Inc. | $4.4M | 38,882 | 0.00% | 14q | +102.9%+$2.2M |
| MAI Capital Management | $3.2M | 28,940 | 0.01% | 31q | HELD |
| HighPoint Advisor Group LLC | $3.2M | 28,741 | 0.11% | 3q | HELD |
| Great Diamond Partners, LLC | $2.9M | 25,482 | 0.49% | 13q | +0.7%+$19.6K |
| Fifth Third Securities, Inc. | $2.8M | 25,192 | 0.16% | 3q | +197.9%+$1.9M |
| AMERIPRISE FINANCIAL INC | $2.7M | 24,395 | 0.00% | 26q | -4.2%-$118.9K |
| BFC Planning, Inc. | $2.6M | 23,094 | 0.11% | 7q | +3.8%+$95.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 20,675 | 0.04% | 14q | +4.6%+$101.1K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 19,773 | 0.00% | 14q | +14.7%+$284.3K |
| Capital Asset Advisory Services LLC | $2.2M | 19,675 | 0.08% | 2q | -3.1%-$71.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.2M | 19,675 | 0.04% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $2.2M | 19,392 | 0.00% | new | NEW |
| Outlook Wealth Advisors, LLC | $2.2M | 19,316 | 0.47% | new | NEW |
| Braeburn Wealth Management LLC | $1.8M | 16,415 | 0.79% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.6M | 14,487 | 0.00% | 26q | +2.1%+$34.1K |
| UBS Group AG | $1.6M | 14,455 | 0.00% | 31q | -10.8%-$195.7K |
| Nilsine Partners, LLC | $1.6M | 14,095 | 0.11% | 2q | +3.0%+$45.3K |
| Kestra Advisory Services, LLC | $1.6M | 14,024 | 0.01% | 14q | +11.2%+$158.2K |
| Quantinno Capital Management LP | $1.5M | 13,041 | 0.00% | 3q | +50.9%+$492.8K |
| Baird Financial Group, Inc. | $1.4M | 12,861 | 0.00% | 4q | -6.9%-$106.9K |
| LEUTHOLD GROUP, LLC | $1.3M | 11,203 | 0.13% | 3q | -4.9%-$64.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 9,805 | 0.00% | 31q | -2.7%-$30.9K |
| Hennion & Walsh Asset Management, Inc. | $885.3K | 7,900 | 0.03% | 2q | +7.5%+$61.6K |
| Mariner, LLC | $864.8K | 7,717 | 0.00% | 14q | HELD |
| Accel Wealth Management | $846.5K | 7,554 | 0.19% | 10q | -7.3%-$66.7K |
| Equitable Holdings, Inc. | $845.7K | 7,547 | 0.01% | 2q | +17.7%+$127.3K |
| IBEX WEALTH ADVISORS | $814.4K | 7,268 | 0.06% | 2q | -2.4%-$19.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $814.1K | 7,265 | 0.00% | 10q | -85.2%-$4.7M |
| EP Wealth Advisors, LLC | $732.5K | 6,537 | 0.00% | 23q | -3.0%-$22.9K |
| Private Advisor Group, LLC | $692.0K | 6,175 | 0.00% | 2q | +5.0%+$32.9K |
| FMR LLC | $690.5K | 6,162 | 0.00% | 22q | +4.1%+$27.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $654.7K | 5,842 | 0.00% | 7q | -76.2%-$2.1M |
| Wealthcare Advisory Partners LLC | $649.3K | 5,794 | 0.01% | 14q | +16.2%+$90.6K |
| Elm3 Financial Group, LLC | $631.8K | 5,638 | 0.43% | 3q | -6.4%-$43.1K |
| OneAscent Financial Services LLC | $614.7K | 5,485 | 0.03% | 4q | HELD |
| Prospera Financial Services Inc | $572.0K | 5,101 | 0.01% | 2q | +31.7%+$137.8K |
| Sound Income Strategies, LLC | $569.2K | 5,079 | 0.03% | 3q | +40.5%+$163.9K |
| SOA Wealth Advisors, LLC. | $536.5K | 4,788 | 0.09% | 23q | HELD |
| Coppell Advisory Solutions LLC | $535.7K | 189? | 0.04% | new | |
| Sigma Planning Corp | $518.6K | 4,628 | 0.01% | 5q | HELD |
| High Point Wealth Management, LLC | $501.1K | 4,471 | 0.41% | 3q | -5.1%-$27.1K |
| KKM Financial LLC | $453.5K | 4,047 | 0.06% | 11q | +10.8%+$44.4K |
| &PARTNERS | $432.4K | 3,859 | 0.00% | 7q | -2.4%-$10.5K |
| GOLDMAN SACHS GROUP INC | $416.8K | 3,719 | 0.00% | 12q | +29.1%+$94.0K |
| CHOREO, LLC | $413.7K | 3,692 | 0.00% | 11q | HELD |
| Beacon Pointe Advisors, LLC | $398.1K | 3,552 | 0.00% | 15q | +54.3%+$140.1K |
| MinichMacGregor Wealth Management, LLC | $385.8K | 3,443 | 0.06% | 2q | +4.2%+$15.5K |
| STIFEL FINANCIAL CORP | $361.4K | 3,225 | 0.00% | 14q | HELD |
| Carr Financial Group Corp | $359.0K | 3,203 | 0.08% | 13q | -6.3%-$24.1K |
| Global Retirement Partners, LLC | $344.4K | 3,073 | 0.01% | 29q | +155.4%+$209.5K |
| PNC Financial Services Group, Inc. | $340.1K | 3,035 | 0.00% | 31q | +15.2%+$44.8K |
| Wellington Shields & Co., LLC | $335.8K | 2,997 | 0.08% | 2q | +7.0%+$22.0K |
| PFG Investments, LLC | $333.4K | 2,975 | 0.01% | 8q | HELD |
| Summit Financial, LLC | $329.0K | 2,936 | 0.00% | 5q | HELD |
| Northwest Financial Advisors | $319.8K | 2,854 | 0.04% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $301.9K | 2,694 | 0.00% | new | NEW |
| Arax Advisory Partners | $293.4K | 2,618 | 0.00% | 2q | +144.0%+$173.1K |
| EQUITABLE TRUST CO | $287.7K | 2,567 | 0.01% | 2q | HELD |
| Janney Montgomery Scott LLC | $282.0K | 2,514 | 0.00% | 5q | -11.4%-$36.2K |
| DAVENPORT & Co LLC | $271.8K | 2,426 | 0.00% | 14q | -75.3%-$829.9K |
| PFG Advisors | $261.1K | 2,330 | 0.01% | new | NEW |
| Focus Financial Network, Inc. | $259.8K | 2,318 | 0.01% | 10q | -31.8%-$121.0K |
| Rockefeller Capital Management L.P. | $250.1K | 2,232 | 0.00% | 4q | +1.2%+$2.9K |
| Western Financial Corp/CA | $239.9K | 2,141 | 0.07% | 2q | +1.7%+$4.0K |
| D. E. Shaw & Co., Inc. | $226.1K | 2,018 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $226.0K | 2,016 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $126.5K | 1,129 | 0.01% | new | NEW |
| Allspring Global Investments Holdings, LLC | $105.7K | 974 | 0.00% | new | NEW |
| Colonial Trust Co / SC | $88.9K | 793 | 0.01% | 5q | HELD |
| NewEdge Advisors, LLC | $83.3K | 743 | 0.00% | 15q | -85.5%-$489.7K |
| Steward Partners Investment Advisory, LLC | $81.1K | 724 | 0.00% | 3q | HELD |
| FLAGSHIP WEALTH ADVISORS, LLC | $78.4K | 700 | 0.02% | new | NEW |
| PRIVATE TRUST CO NA | $65.7K | 586 | 0.01% | 17q | HELD |
| FIFTH THIRD BANCORP | $59.4K | 530 | 0.00% | 2q | HELD |
| Spire Wealth Management | $52.4K | 468 | 0.00% | 22q | -5.3%-$2.9K |
| one8zero8, LLC | $37.5K | 335 | 0.01% | 3q | HELD |
| GLENMEDE TRUST CO NA | $31.7K | 283 | 0.00% | 2q | HELD |
| Strategic Advocates LLC | $31.2K | 279 | 0.12% | 4q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $30.9K | 276 | 0.00% | new | NEW |
| Regatta Research & Money Management | $26.3K | 235 | 0.02% | new | FIRST |
| JPMORGAN CHASE & CO | $24.0K | 215 | 0.00% | 2q | +87.0%+$11.2K |
| Russell Investments Group, Ltd. | $22.4K | 200 | 0.00% | 9q | HELD |
| Copia Wealth Management | $15.6K | 139 | 0.01% | 4q | HELD |
| Benson Wealth Management INC | $10.2K | 91 | 0.01% | 3q | HELD |
| HOWE & RUSLING INC | $10.1K | 90 | 0.00% | 6q | HELD |
| Caldwell Trust Co | $10.1K | 90 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $7.5K | 67 | 0.00% | 10q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $7.0K | 60 | 0.00% | 4q | HELD |
Showing the largest 100 of 108 reported holders. The count of 107 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 | 15 | $7.4M | 81,347 | 0 | 2 | 6 | 0.0% |
| Q2 2026 | 107 | $316.2M | 3,372,302 | 15 | 34 | 27 | 0.0% |
| Q1 2026 | 102 | $190.7M | 1,951,743 | 22 | 32 | 20 | 0.0% |
| Q4 2025 | 91 | $99.2M | 1,068,091 | 12 | 20 | 25 | 0.2% |
| Q3 2025 | 85 | $107.2M | 1,121,970 | 15 | 26 | 17 | 0.0% |
| Q2 2025 | 81 | $75.6M | 941,147 | 13 | 13 | 33 | 0.0% |
| Q1 2025 | 76 | $86.7M | 1,286,992 | 11 | 19 | 24 | 0.0% |
| Q4 2024 | 93 | $245.1M | 3,233,171 | 14 | 26 | 19 | 0.0% |
| Q3 2024 | 85 | $232.9M | 2,926,451 | 11 | 27 | 20 | 0.0% |
| Q2 2024 | 79 | $139.9M | 2,058,028 | 10 | 20 | 25 | 0.0% |
| Q1 2024 | 74 | $204.3M | 2,730,991 | 11 | 16 | 24 | 0.0% |
| Q4 2023 | 73 | $163.4M | 2,589,114 | 9 | 14 | 27 | 0.0% |
| Q3 2023 | 67 | $134.4M | 2,663,228 | 8 | 24 | 17 | 0.0% |
| Q2 2023 | 65 | $121.0M | 2,207,350 | 14 | 20 | 16 | 0.2% |
| Q1 2023 | 58 | $79.5M | 1,744,990 | 17 | 16 | 9 | 0.0% |
| Q4 2022 | 52 | $20.9M | 513,621 | 5 | 7 | 18 | 0.0% |
| Q3 2022 | 54 | $34.5M | 929,196 | 6 | 5 | 17 | 0.0% |
| Q2 2022 | 60 | $40.3M | 1,086,329 | 5 | 5 | 26 | 0.0% |
| Q1 2022 | 69 | $81.9M | 1,910,282 | 5 | 12 | 31 | 0.0% |
| Q4 2021 | 85 | $1.5B | 26,725,321 | 8 | 17 | 26 | 0.0% |
| Q3 2021 | 85 | $1.1B | 24,212,446 | 12 | 21 | 24 | 0.0% |
| Q2 2021 | 83 | $1.2B | 24,555,406 | 18 | 22 | 16 | 0.0% |
| Q1 2021 | 74 | $1.1B | 21,612,756 | 15 | 28 | 8 | 0.0% |
| Q4 2020 | 59 | $1.1B | 25,720,687 | 12 | 18 | 9 | 0.0% |
| Q3 2020 | 48 | $80.3M | 2,215,453 | 11 | 12 | 9 | 0.0% |
| Q2 2020 | 43 | $52.7M | 1,733,012 | 10 | 8 | 11 | 0.0% |
| Q1 2020 | 40 | $46.5M | 2,109,236 | 4 | 4 | 12 | 0.0% |
| Q4 2019 | 47 | $74.7M | 2,250,484 | 5 | 8 | 11 | 0.0% |
| Q3 2019 | 43 | $73.2M | 2,242,366 | 4 | 2 | 17 | 0.0% |
| Q2 2019 | 45 | $76.2M | 2,460,109 | 5 | 9 | 14 | 0.0% |
| Q1 2019 | 47 | $68.5M | 2,456,594 | 4 | 5 | 18 | 0.0% |
| Q4 2018 | 45 | $64.5M | 2,712,396 | 1 | 0 | 3 | 0.0% |