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DaveManuel.com · Institutional Ownership · Who Owns It

INVESCO EXCH TRADED FD TR II (PSCI)

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

58
Reporting holders
$93.7M
Reported value
0.0%
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/$28.2M151,4570.00%31q-6.0%-$1.8M
UBS Group AG$9.3M49,8690.00%31q-5.7%-$558.2K
LPL Financial LLC$8.8M47,2000.00%22q+97.3%+$4.3M
TOP Private Wealth LLC.$5.6M29,9355.34%newFIRST
SALEM INVESTMENT COUNSELORS INC$4.6M24,7930.11%29qHELD
OSAIC HOLDINGS, INC.$4.0M21,4970.00%14q+6.9%+$258.7K
Private Advisor Group, LLC$3.8M20,2330.02%12q+238.5%+$2.7M
Modern Wealth Management, LLC$3.6M19,3280.04%newNEW
MORGAN STANLEY$3.4M18,2790.00%33q+28.4%+$753.2K
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.0M10,7120.24%2q+7.1%+$132.1K
WELLS FARGO & COMPANY/MN$1.7M9,1630.00%31q+7.7%+$122.1K
Independent Wealth Advisors LLC$1.7M9,1201.54%3q+0.7%+$12.5K
RAYMOND JAMES FINANCIAL INC$1.6M8,7600.00%7qHELD
Cambridge Investment Research Advisors, Inc.$1.2M6,5800.00%2q+263.7%+$887.5K
MML INVESTORS SERVICES, LLC$1.2M6,4260.00%11q+15.7%+$161.9K
CITADEL ADVISORS LLC$1.2M6,2150.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$1.1M5,8240.00%4q+30.3%+$252.1K
Coppell Advisory Solutions LLC$1.1M11?0.09%new
Prospera Financial Services Inc$1.0M5,4820.01%newNEW
Independent Wealth Network Inc.$818.9K4,4010.21%2q-18.5%-$185.7K
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$744.2K4,0000.01%newNEW
BAROMETER CAPITAL MANAGEMENT INC.$595.4K3,2000.17%newNEW
Gladstone Institutional Advisory LLC$527.1K2,8330.02%2q+9.0%+$43.4K
JONES FINANCIAL COMPANIES LLLP$521.3K2,8180.00%8q+90.1%+$247.2K
Cetera Investment Advisers$516.5K2,7760.00%6q-0.7%-$3.5K
Rockefeller Capital Management L.P.$511.5K2,7490.00%4qHELD
Equitable Holdings, Inc.$501.2K2,6940.00%newNEW
CARLSON FINANCIAL, INC.$448.7K2,4120.23%3qHELD
Global Retirement Partners, LLC$418.6K2,2500.01%newNEW
HighTower Advisors, LLC$382.2K2,0540.00%9qHELD
US BANCORP \DE\$372.1K2,0000.00%31q-1.7%-$6.3K
JPMORGAN CHASE & CO$361.8K1,9590.00%9q+2.0%+$7.0K
ROYAL BANK OF CANADA$354.0K1,9050.00%31q-2.6%-$9.3K
Koshinski Asset Management, Inc.$345.7K1,8580.02%8q-9.7%-$37.2K
BANK OF MONTREAL /CAN/$334.0K1,7950.00%newNEW
Novak & Powell Financial Services, Inc.$273.0K1,4670.13%4qHELD
CX Institutional$235.0K1,2610.01%4qHELD
Baird Financial Group, Inc.$232.2K1,2480.00%newNEW
SONATA CAPITAL GROUP INC$217.0K1,1660.07%newNEW
Private Advisory Group LLC$203.9K1,0960.01%newNEW
PRIVATE TRUST CO NA$196.7K1,0570.02%12qHELD
HARBOUR INVESTMENTS, INC.$180.9K9720.00%13qHELD
VALLEY NATIONAL ADVISERS INC$163.7K8800.02%11qHELD
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$104.7K5630.00%newNEW
Copia Wealth Management$60.7K3260.04%7q+55.2%+$21.6K
FMR LLC$40.1K2150.00%18q-23.5%-$12.3K
Steward Partners Investment Advisory, LLC$23.8K1280.00%29qHELD
Harbor Asset Planning, Inc.$20.1K1080.02%5qHELD
Key Financial Inc$19.7K1060.00%23qHELD
GAMMA Investing LLC$18.2K980.00%9qHELD
Bullseye Investment Management, LLC$13.0K700.01%3qHELD
PURSUIT WEALTH STRATEGIES, LLC$8.0K430.01%3qHELD
PNC Financial Services Group, Inc.$6.9K370.00%31qHELD
Triumph Capital Management$6.1K330.00%3qHELD
Russell Investments Group, Ltd.$5.0K270.00%4qHELD
Lummis Asset Management, LP$3.2K170.00%3qHELD
LAZARD ASSET MANAGEMENT LLC$2.9K160.00%newNEW
Allspring Global Investments Holdings, LLC$2.0K110.00%newNEW
Aptus Capital Advisors, LLC$93050.00%12qHELD

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 202612$7.6M47,3591220.0%
Q2 202658$93.7M503,527141480.0%
Q1 202654$76.5M495,02991960.0%
Q4 202553$66.5M442,790716100.0%
Q3 202549$65.8M440,258101180.0%
Q2 202546$54.9M414,133310200.0%
Q1 202556$112.4M945,82978220.0%
Q4 202470$136.2M1,013,6771517170.0%
Q3 202457$125.6M949,094815140.0%
Q2 202457$115.5M961,7241011170.0%
Q1 202456$135.2M1,069,775102380.0%
Q4 202349$113.8M984,624619130.0%
Q3 202349$96.0M966,11281880.0%
Q2 202351$76.6M735,763241050.0%
Q1 202331$38.4M402,9226650.0%
Q4 202235$30.0M338,25466100.0%
Q3 202228$27.9M357,9375760.0%
Q2 202227$32.7M401,7034570.0%
Q1 202230$77.6M841,32546100.0%
Q4 202128$151.1M1,534,5404770.0%
Q3 202125$120.5M1,326,8521590.0%
Q2 202128$79.7M852,6956950.0%
Q1 202122$39.0M415,4186550.0%
Q4 202016$30.7M384,7132540.0%
Q3 202016$23.5M375,1082270.0%
Q2 202016$14.2M241,8021260.0%
Q1 202021$16.0M332,40622100.0%
Q4 201927$27.0M376,65633130.0%
Q3 201927$31.0M461,33126110.0%
Q2 201930$32.1M482,38533100.0%
Q1 201935$29.1M462,69345130.0%
Q4 201835$59.1M1,060,8201020.0%