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DaveManuel.com · Institutional Ownership · Who Owns It

INVESCO EXCH TRADED FD TR II (PSCH)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

76
Reporting holders
$36.3M
Reported value
0.6%
Calls
0.0%
Puts
+4
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

Download these holders as CSV

FilerValueShares Their book Held Change
BANK OF AMERICA CORP /DE/$4.3M81,3540.00%31q+82.4%+$1.9M
IHT Wealth Management, LLC$3.1M60,1200.07%10q-6.7%-$226.3K
MORGAN STANLEY$2.6M49,2450.00%33q+9.5%+$222.9K
WELLS FARGO & COMPANY/MN$2.5M48,6070.00%31q+17.6%+$381.1K
LPL Financial LLC$2.4M45,6010.00%31q+12.2%+$259.6K
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.4M27,4030.17%2q+0.6%+$9.1K
ROYAL BANK OF CANADA$1.3M25,7460.00%31q-8.5%-$124.8K
Beacon Pointe Advisors, LLC$1.3M24,6260.01%25q+355.3%+$1.0M
RAYMOND JAMES FINANCIAL INC$1.1M21,8000.00%7q+57.0%+$414.4K
Montecito Bank & Trust$1.1M21,2070.17%30q-3.5%-$40.5K
UBS Group AG$1.1M20,8910.00%31q-6.2%-$72.6K
McGuire Investment Group, LLC$800.2K15,2810.07%17q+1.4%+$11.0K
AMERIPRISE FINANCIAL INC$685.4K13,0890.00%31q+1.4%+$9.5K
Pacific Sun Financial Corp$684.4K13,0700.28%25q-43.9%-$535.3K
ENVESTNET ASSET MANAGEMENT INC$651.4K12,4400.00%31q-12.4%-$92.0K
Cambridge Investment Research Advisors, Inc.$608.0K11,6060.00%newNEW
Jaffetilchin Investment Partners, LLC$601.2K11,4800.03%newNEW
WBI INVESTMENTS, LLC$597.8K11,4160.15%17q+5.7%+$32.1K
HARBOR CAPITAL ADVISORS, INC.$524.0K10,0030.04%3q-69.1%-$1.2M
Gladstone Institutional Advisory LLC$516.4K9,8620.02%2q+15.0%+$67.2K
Cordoba Advisory Partners LLC$498.1K9,5140.11%3q-1.7%-$8.5K
Cascade Financial Partners, LLC$494.4K9,4410.04%10q-11.7%-$65.4K
Cetera Investment Advisers$466.5K8,9080.00%6q-14.8%-$80.9K
OSAIC HOLDINGS, INC.$416.7K7,9560.00%26q+78.5%+$183.2K
Baird Financial Group, Inc.$397.6K7,5930.00%29qHELD
Kovack Advisors, Inc.$395.3K7,5480.02%newNEW
Somerset Trust Co$394.5K7,5340.11%31qHELD
ALPINE WOODS CAPITAL INVESTORS, LLC$392.8K7,5000.09%31qHELD
Chicago Partners Investment Group LLC$371.1K7,0070.01%6q+6.1%+$21.2K
NTV Asset Management LLC$350.9K6,7000.03%31q-10.1%-$39.3K
NewEdge Advisors, LLC$343.2K3,7140.00%15q+828.5%+$306.3K
Wealthcare Advisory Partners LLC$329.6K6,2940.01%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$287.0K5,4800.00%31q+0.5%+$1.5K
HighTower Advisors, LLC$280.0K5,3460.00%9q+1.4%+$4.0K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$251.0K4,7930.00%4q-87.6%-$1.8M
PARK AVENUE SECURITIES LLC$231.0K4,4110.00%4q-35.1%-$125.1K
Belvedere Trading LLC$225.2K CALLoptions only0.00%newOPTIONS
Creative Planning$219.8K4,1970.00%newNEW
Essex Financial Services, Inc.$209.4K3,9990.01%newNEW
KLINGENSTEIN FIELDS & CO LP$208.7K3,9850.01%newNEW
MERIDIAN INVESTMENT COUNSEL INC.$204.7K3,9090.04%newNEW
Fiduciary Trust Co$200.3K3,8250.00%newNEW
JONES FINANCIAL COMPANIES LLLP$168.8K3,2110.00%9q+3.7%+$6.1K
HARBOUR INVESTMENTS, INC.$163.0K3,1130.00%4q-12.3%-$22.9K
Steward Partners Investment Advisory, LLC$145.2K2,7720.00%29qHELD
Register Financial Advisors LLC$107.5K2,0520.03%3qHELD
Wiser Advisor Group LLC$95.2K1,8180.10%4qHELD
FMR LLC$55.3K1,0560.00%31q+1.3%
Global Retirement Partners, LLC$47.9K9150.00%newNEW
Tower Research Capital LLC (TRC)$44.4K8480.00%31q-97.2%-$1.5M
JPMORGAN CHASE & CO$37.9K7250.00%22q-86.0%-$233.3K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$35.4K6760.00%12qHELD
Allspring Global Investments Holdings, LLC$32.4K6050.00%newNEW
Rockefeller Capital Management L.P.$31.4K6000.00%4qHELD
Greykasell Wealth Strategies, Inc.$30.5K5820.01%6qHELD
Farther Finance Advisors, LLC$20.9K4000.00%newNEW
Aptus Capital Advisors, LLC$20.7K3960.00%7qHELD
PNC Financial Services Group, Inc.$14.1K2700.00%31qHELD
Institute for Wealth Management, LLC.$12.6K2400.00%newNEW
SOA Wealth Advisors, LLC.$12.6K2400.00%23qHELD
PURSUIT WEALTH STRATEGIES, LLC$10.4K1980.01%3qHELD
Spire Wealth Management$9.8K1870.00%22qHELD
Capital Investment Advisory Services, LLC$7.9K1510.00%18qHELD
Founders Financial Alliance, LLC$7.7K1470.00%2qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.4K1410.00%31qHELD
Key Financial Inc$7.4K1410.00%23qHELD
GAMMA Investing LLC$6.3K1200.00%10qHELD
Qube Research & Technologies Ltd$4.7K890.00%8q-29.4%-$1.9K
NFSG Corp$3.0K570.00%7qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.5K480.00%3qHELD
Wagner Wealth Management, LLC$2.0K390.00%9qHELD
EVOLUTION WEALTH MANAGEMENT INC.$1.7K330.00%4qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$1.1K210.00%9qHELD
Copeland Capital Management, LLC$628120.00%newNEW
FIFTH THIRD BANCORP$46090.00%newNEW
HUNTINGTON NATIONAL BANK$5210.00%19qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202616$7.1M135,6031340.0%
Q2 202676$36.3M686,4141618170.6%
Q1 202672$29.7M720,74499200.0%
Q4 202571$34.1M773,339814190.0%
Q3 202571$29.7M713,715129270.0%
Q2 202566$28.3M706,19055230.0%
Q1 202570$33.8M782,346410270.0%
Q4 202479$37.4M842,855613190.0%
Q3 202480$42.1M912,813712200.0%
Q2 202480$43.9M1,029,533108300.0%
Q1 202482$70.4M1,632,387138290.0%
Q4 202379$55.6M1,307,564713290.0%
Q3 202377$50.7M1,342,612713340.6%
Q2 202376$68.1M515,604519231.0%
Q1 202386$65.8M493,5111012301.7%
Q4 202292$84.9M643,694815320.0%
Q3 202293$508.0M3,859,363719260.0%
Q2 202293$490.2M3,582,411617330.0%
Q1 2022104$1.1B6,656,8461116350.0%
Q4 2021107$675.5M3,760,9031323260.0%
Q3 202197$229.3M1,256,376725270.0%
Q2 2021102$195.4M1,009,2661729180.0%
Q1 202191$177.9M966,7121421250.0%
Q4 202085$642.7M3,782,6121222210.0%
Q3 202075$462.1M3,552,0881013260.0%
Q2 202074$512.1M4,108,650817260.0%
Q1 202083$922.9M8,927,1531217290.0%
Q4 201988$590.2M4,566,9711417260.0%
Q3 201987$407.6M3,592,646819300.0%
Q2 201986$440.7M3,738,734823320.0%
Q1 2019101$565.0M5,030,9901520340.1%
Q4 2018106$234.6M2,179,1232040.0%