DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PKW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
251
Reporting holders
$749.7M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $118.0M | 832,827 | 0.01% | 31q | -1.1%-$1.3M |
| LPL Financial LLC | $66.0M | 465,875 | 0.01% | 31q | +2.2%+$1.4M |
| WELLS FARGO & COMPANY/MN | $51.1M | 360,719 | 0.01% | 31q | -2.5%-$1.3M |
| MORGAN STANLEY | $45.7M | 322,879 | 0.00% | 33q | -6.1%-$3.0M |
| RAYMOND JAMES FINANCIAL INC | $31.8M | 224,437 | 0.01% | 7q | +1.5%+$474.0K |
| Cambridge Investment Research Advisors, Inc. | $29.7M | 209,982 | 0.03% | 31q | +98.0%+$14.7M |
| STIFEL FINANCIAL CORP | $28.7M | 202,461 | 0.02% | 31q | +4.5%+$1.2M |
| UBS Group AG | $25.0M | 176,638 | 0.00% | 31q | +1.6%+$396.4K |
| Koshinski Asset Management, Inc. | $12.5M | 88,373 | 0.67% | 10q | +11.1%+$1.3M |
| Curtis Advisory Group, LLC | $11.5M | 81,437 | 2.24% | 27q | -1.4%-$158.4K |
| Triton Wealth Management, PLLC | $11.0M | 77,833 | 3.38% | 11q | +8.0%+$818.1K |
| ROYAL BANK OF CANADA | $10.0M | 70,893 | 0.00% | 31q | +40.6%+$2.9M |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 68,600 | 0.00% | 31q | -2.7%-$272.0K |
| Cetera Investment Advisers | $8.9M | 62,615 | 0.01% | 15q | +2.4%+$210.1K |
| Resonant Capital Advisors, LLC | $8.7M | 61,405 | 0.42% | 27q | HELD |
| TRUIST FINANCIAL CORP | $8.7M | 61,128 | 0.01% | 27q | -11.1%-$1.1M |
| OSAIC HOLDINGS, INC. | $8.1M | 56,816 | 0.01% | 26q | +8.6%+$638.2K |
| Legacy Capital Wealth Partners, LLC | $7.5M | 58,527 | 1.43% | 9q | HELD |
| AMERIPRISE FINANCIAL INC | $7.3M | 51,561 | 0.00% | 31q | +41.9%+$2.2M |
| Waverly Advisors, LLC | $7.2M | 51,046 | 0.04% | 10q | +1.3%+$89.7K |
| Equitable Holdings, Inc. | $6.8M | 47,969 | 0.04% | 27q | +2.5%+$164.5K |
| Prime Capital Investment Advisors, LLC | $6.8M | 47,688 | 0.07% | 13q | -1.4%-$98.0K |
| CAHILL FINANCIAL ADVISORS INC | $6.7M | 47,208 | 0.64% | 28q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 44,227 | 0.01% | 31q | -8.6%-$586.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 43,449 | 0.00% | 31q | -38.9%-$3.9M |
| FMR LLC | $6.1M | 43,149 | 0.00% | 30q | HELD |
| Hudock, Inc. | $5.8M | 40,910 | 0.74% | 4q | -2.9%-$175.8K |
| Mariner, LLC | $5.1M | 36,301 | 0.01% | 15q | -55.7%-$6.5M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $5.1M | 36,101 | 0.25% | 12q | -3.2%-$167.3K |
| JPMORGAN CHASE & CO | $4.7M | 33,278 | 0.00% | 31q | -3.3%-$163.3K |
| Focus Partners Wealth | $4.7M | 33,405 | 0.00% | 3q | +34.7%+$1.2M |
| Cornerstone Wealth Management, LLC | $4.7M | 33,135 | 0.20% | 30q | +2.7%+$124.7K |
| JONES FINANCIAL COMPANIES LLLP | $4.7M | 33,150 | 0.00% | 11q | +3.6%+$163.5K |
| Kestra Advisory Services, LLC | $4.4M | 31,236 | 0.01% | 23q | +8.8%+$356.7K |
| Steward Partners Investment Advisory, LLC | $4.4M | 30,746 | 0.02% | 29q | -18.4%-$983.0K |
| Total Clarity Wealth Management, Inc. | $4.2M | 29,516 | 0.81% | 3q | HELD |
| Sovran Advisors, LLC | $4.0M | 27,284 | 0.30% | 7q | -47.1%-$3.6M |
| Private Advisor Group, LLC | $3.8M | 26,991 | 0.02% | 30q | -20.6%-$991.9K |
| Titiun Yejiel | $3.5M | 25,000 | 3.07% | 3q | HELD |
| GHP Investment Advisors, Inc. | $3.5M | 24,733 | 0.13% | 18q | -3.0%-$109.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 32,404 | 0.01% | 14q | +1.7%+$52.3K |
| NewEdge Advisors, LLC | $3.1M | 21,806 | 0.01% | 19q | +63.7%+$1.2M |
| Creative Planning | $3.0M | 21,262 | 0.00% | 20q | +13.7%+$362.4K |
| Breakwater Capital Group | $3.0M | 20,898 | 0.36% | 13q | -0.9%-$27.1K |
| HighTower Advisors, LLC | $2.8M | 19,711 | 0.00% | 23q | -0.9%-$25.9K |
| MML INVESTORS SERVICES, LLC | $2.8M | 19,643 | 0.01% | 31q | +19.4%+$451.8K |
| Stegent Equity Advisors, Inc. | $2.7M | 18,724 | 1.90% | 3q | +15.3%+$351.0K |
| Tempus Wealth Planning, LLC | $2.6M | 18,640 | 0.52% | 27q | +68.0%+$1.1M |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.6M | 18,287 | 0.10% | 31q | HELD |
| Pacific Wealth Strategies Group, Inc. | $2.5M | 17,415 | 1.42% | 33q | -15.0%-$436.5K |
| J.W. COLE ADVISORS, INC. | $2.4M | 16,941 | 0.04% | 19q | -3.8%-$94.8K |
| Del-Sette Capital Management, LLC | $2.3M | 16,080 | 1.33% | 5q | +158.7%+$1.4M |
| Essex Financial Services, Inc. | $2.3M | 16,051 | 0.11% | 27q | -1.0%-$23.2K |
| Madison Asset Management, LLC | $2.2M | 15,839 | 0.03% | 27q | HELD |
| SCOTIA CAPITAL INC. | $2.2M | 15,385 | 0.01% | 31q | HELD |
| Carnegie Investment Counsel | $2.2M | 15,262 | 0.04% | 14q | +0.5%+$11.3K |
| Pacific Sun Financial Corp | $2.2M | 15,211 | 0.89% | 25q | -3.7%-$83.6K |
| Farther Finance Advisors, LLC | $2.0M | 14,046 | 0.02% | 15q | -1.4%-$28.2K |
| BANK OF MONTREAL /CAN/ | $1.9M | 13,600 | 0.00% | 31q | +0.8%+$14.6K |
| One Wealth Map LLC | $1.8M | 12,513 | 0.84% | 14q | +5.1%+$88.9K |
| Integrated Wealth Concepts LLC | $1.8M | 12,773 | 0.01% | 2q | +50.9%+$610.0K |
| Asset One Wealth Management LLC | $1.7M | 12,007 | 0.18% | 2q | HELD |
| IFG Advisory, LLC | $1.7M | 11,747 | 0.06% | new | NEW |
| truNorth Financial Services, Inc. | $1.5M | 10,442 | 1.32% | 3q | +8.5%+$115.6K |
| CITIGROUP INC | $1.5M | 10,399 | 0.00% | 31q | -6.0%-$93.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 10,309 | 0.00% | 4q | -55.4%-$1.8M |
| NorthCrest Asset Manangement, LLC | $1.4M | 10,133 | 0.04% | 6q | +5.8%+$79.6K |
| BankPlus Trust Department | $1.4M | 10,022 | 0.33% | 7q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.4M | 9,600 | 0.03% | 31q | HELD |
| Bank of New York Mellon Corp | $1.4M | 9,657 | 0.00% | 31q | HELD |
| Belpointe Asset Management LLC | $1.4M | 9,582 | 0.04% | 6q | -3.3%-$46.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 9,531 | 0.00% | 24q | +58.6%+$499.1K |
| Argent Trust Co | $1.3M | 9,412 | 0.04% | 32q | HELD |
| Corient Private Wealth LP | $1.3M | 9,311 | 0.00% | 5q | +3.5%+$44.2K |
| Banque de Luxembourg S.A. | $1.3M | 9,227 | 0.62% | 7q | HELD |
| Tradition Wealth Management, LLC | $1.3M | 9,220 | 0.08% | 23q | HELD |
| Kendall Capital Management | $1.3M | 9,210 | 0.22% | 4q | -0.6%-$7.8K |
| HAZLETT, BURT & WATSON, INC. | $1.3M | 9,022 | 0.34% | 10q | +7.1%+$85.7K |
| ROMAN BUTLER FULLERTON & CO | $1.3M | 8,948 | 0.31% | 7q | HELD |
| Independent Family Office, LLC | $1.2M | 8,414 | 0.48% | 27q | HELD |
| UPTICK PARTNERS, LLC | $1.2M | 8,368 | 0.18% | 6q | -13.7%-$187.7K |
| &PARTNERS | $1.2M | 8,479 | 0.00% | 10q | +12.3%+$128.5K |
| HRT FINANCIAL LP | $1.1M | 7,893 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $1.1M | 7,453 | 0.00% | 4q | +15.9%+$145.1K |
| Destiny Wealth Partners, LLC | $1.0M | 7,103 | 0.15% | 23q | -17.6%-$222.7K |
| CIBC WORLD MARKET INC. | $1.0M | 7,278 | 0.00% | 31q | +3.6%+$35.8K |
| Wedmont Private Capital | $1.0M | 7,049 | 0.03% | 2q | HELD |
| Collaborative Wealth Managment Inc. | $985.9K | 6,959 | 0.41% | 19q | HELD |
| Summit Financial, LLC | $975.6K | 6,887 | 0.01% | 5q | -12.9%-$144.3K |
| Geneos Wealth Management Inc. | $951.7K | 6,718 | 0.02% | 33q | +11.0%+$94.2K |
| S.A. Mason LLC | $949.3K | 6,701 | 0.29% | 27q | HELD |
| Stratos Wealth Partners, LTD. | $942.5K | 6,653 | 0.01% | 31q | HELD |
| Quantinno Capital Management LP | $913.9K | 6,451 | 0.00% | 11q | -3.7%-$35.0K |
| Archer Investment Corp | $910.6K | 6,428 | 0.09% | 31q | +99.8%+$454.7K |
| Caliber Wealth Management, LLC / KS | $896.6K | 6,329 | 0.09% | 6q | HELD |
| HighPoint Advisor Group LLC | $883.5K | 6,237 | 0.03% | 3q | HELD |
| Ancora Advisors LLC | $880.1K | 6,213 | 0.02% | 31q | HELD |
| Janney Montgomery Scott LLC | $875.0K | 6,179 | 0.00% | 7q | +71.4%+$364.4K |
| EP Wealth Advisors, LLC | $850.0K | 6,000 | 0.00% | new | NEW |
| MAI Capital Management | $844.8K | 5,964 | 0.00% | 11q | -1.7%-$14.3K |
Showing the largest 100 of 251 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 | 74 | $87.7M | 628,285 | 4 | 12 | 22 | 0.0% |
| Q2 2026 | 251 | $749.7M | 5,305,633 | 16 | 58 | 67 | 0.0% |
| Q1 2026 | 251 | $700.2M | 5,342,708 | 26 | 66 | 55 | 0.0% |
| Q4 2025 | 248 | $662.1M | 4,929,761 | 26 | 64 | 58 | 0.0% |
| Q3 2025 | 243 | $647.7M | 4,897,579 | 24 | 52 | 59 | 0.0% |
| Q2 2025 | 231 | $568.9M | 4,604,531 | 25 | 59 | 43 | 0.1% |
| Q1 2025 | 214 | $477.6M | 4,240,337 | 13 | 44 | 50 | 0.2% |
| Q4 2024 | 226 | $505.7M | 4,387,368 | 12 | 40 | 58 | 0.2% |
| Q3 2024 | 215 | $460.2M | 4,017,541 | 20 | 38 | 56 | 0.2% |
| Q2 2024 | 202 | $414.4M | 3,988,100 | 11 | 45 | 53 | 0.0% |
| Q1 2024 | 205 | $504.3M | 4,669,975 | 21 | 38 | 58 | 0.1% |
| Q4 2023 | 205 | $442.8M | 4,471,182 | 20 | 27 | 71 | 0.0% |
| Q3 2023 | 208 | $1.5B | 16,361,794 | 36 | 52 | 46 | 0.0% |
| Q2 2023 | 188 | $350.4M | 3,912,917 | 18 | 25 | 60 | 0.1% |
| Q1 2023 | 183 | $356.6M | 4,193,160 | 16 | 17 | 79 | 0.1% |
| Q4 2022 | 200 | $930.8M | 10,908,182 | 37 | 47 | 42 | 0.0% |
| Q3 2022 | 177 | $706.5M | 9,510,127 | 13 | 20 | 63 | 0.1% |
| Q2 2022 | 181 | $791.8M | 10,189,763 | 13 | 29 | 63 | 0.3% |
| Q1 2022 | 193 | $866.6M | 9,551,757 | 11 | 54 | 43 | 0.3% |
| Q4 2021 | 209 | $1.3B | 13,333,990 | 15 | 51 | 49 | 0.0% |
| Q3 2021 | 195 | $1.3B | 14,889,270 | 27 | 39 | 52 | 0.0% |
| Q2 2021 | 193 | $11.5B | 127,352,115 | 32 | 60 | 39 | 0.0% |
| Q1 2021 | 169 | $9.5B | 112,861,159 | 21 | 39 | 45 | 0.0% |
| Q4 2020 | 159 | $2.8B | 37,546,705 | 27 | 19 | 50 | 0.0% |
| Q3 2020 | 137 | $2.2B | 36,804,773 | 13 | 15 | 55 | 0.0% |
| Q2 2020 | 141 | $2.2B | 38,001,193 | 7 | 15 | 69 | 0.0% |
| Q1 2020 | 155 | $1.9B | 38,953,982 | 13 | 19 | 82 | 0.0% |
| Q4 2019 | 195 | $4.7B | 68,786,199 | 37 | 42 | 42 | 0.0% |
| Q3 2019 | 153 | $2.7B | 42,873,126 | 12 | 24 | 66 | 0.0% |
| Q2 2019 | 155 | $2.8B | 44,159,795 | 18 | 24 | 60 | 0.0% |
| Q1 2019 | 167 | $2.6B | 44,165,652 | 24 | 29 | 59 | 0.0% |
| Q4 2018 | 154 | $2.3B | 44,724,030 | 3 | 4 | 7 | 0.0% |