DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PSI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
249
Reporting holders
$1.0B
Reported value
2.1%
Calls
0.2%
Puts
+65
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $92.3M | 491,416 | 0.02% | 31q | +20.0%+$15.4M |
| MEITAV INVESTMENT HOUSE LTD | $86.2M | 458,708 | 0.58% | 22q | +649.4%+$74.7M |
| HighTower Advisors, LLC | $84.9M | 452,067 | 0.08% | 13q | -8.1%-$7.5M |
| MORGAN STANLEY | $80.3M | 427,456 | 0.00% | 33q | -3.6%-$3.0M |
| Warner Group LLC | $65.0M | 346,221 | 16.01% | 4q | +87.9%+$30.4M |
| BANK OF AMERICA CORP /DE/ | $42.7M | 227,087 | 0.00% | 31q | -15.9%-$8.1M |
| RAYMOND JAMES FINANCIAL INC | $33.8M | 180,087 | 0.01% | 7q | -11.8%-$4.5M |
| UBS Group AG | $27.7M | 147,328 | 0.00% | 31q | +31.5%+$6.6M |
| Cambridge Investment Research Advisors, Inc. | $27.5M | 146,350 | 0.03% | 31q | +102.1%+$13.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.9M | 121,790 | 0.01% | 23q | +219.8%+$15.7M |
| CAPTRUST FINANCIAL ADVISORS | $22.2M | 118,245 | 0.03% | 25q | -16.9%-$4.5M |
| TWO SIGMA INVESTMENTS, LP | $20.9M | 111,300 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $19.6M | 104,303 | 0.02% | 20q | +2.9%+$550.3K |
| ROYAL BANK OF CANADA | $19.2M | 102,297 | 0.00% | 31q | -27.2%-$7.2M |
| Cetera Investment Advisers | $17.9M | 95,364 | 0.02% | 10q | -48.6%-$17.0M |
| AMERIPRISE FINANCIAL INC | $15.8M | 83,876 | 0.00% | 31q | +164.2%+$9.8M |
| MML INVESTORS SERVICES, LLC | $15.2M | 81,058 | 0.03% | 31q | +16.2%+$2.1M |
| OSAIC HOLDINGS, INC. | $14.3M | 76,027 | 0.02% | 26q | +15.6%+$1.9M |
| NATIONAL BANK OF CANADA /FI/ | $14.2M | 75,435 | 0.01% | 19q | -9.2%-$1.4M |
| CITADEL ADVISORS LLC | $13.3M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $13.0M | 69,311 | 0.00% | 27q | +57.4%+$4.7M |
| Members Advisory Group LLC | $12.6M | 67,134 | 3.52% | 2q | +293.4%+$9.4M |
| Artesa Financial Group, LLC | $12.2M | 65,177 | 10.46% | 3q | +1.1%+$137.1K |
| JONES FINANCIAL COMPANIES LLLP | $12.1M | 72,117 | 0.00% | 9q | +60.0%+$4.5M |
| Advisory Services Network, LLC | $9.8M | 52,037 | 0.11% | 24q | -0.6%-$60.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.7M | 51,607 | 0.01% | 31q | HELD |
| Private Advisor Group, LLC | $8.9M | 47,249 | 0.04% | 26q | -13.3%-$1.4M |
| STIFEL FINANCIAL CORP | $8.7M | 46,122 | 0.01% | 5q | +1.2%+$106.7K |
| TRUIST FINANCIAL CORP | $8.3M | 44,415 | 0.01% | 13q | +1.2%+$94.8K |
| Belvedere Trading LLC | $8.2M CALL+PUT | options only | 0.01% | 5q | OPTIONS |
| D. E. Shaw & Co., Inc. | $7.5M | 39,947 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $6.4M | 34,117 | 0.01% | 4q | +1765.3%+$6.1M |
| Summit Financial, LLC | $6.4M | 34,008 | 0.07% | 5q | -13.0%-$954.3K |
| BFC Planning, Inc. | $5.2M | 27,822 | 0.21% | 7q | +7.4%+$359.5K |
| Arete Wealth Advisors, LLC | $4.7M | 24,913 | 0.31% | new | NEW |
| BIP Wealth, LLC | $4.7M | 24,828 | 0.13% | 3q | +2.9%+$131.7K |
| Western Wealth Management, LLC | $4.0M | 21,215 | 0.13% | new | NEW |
| M Holdings Securities, Inc. | $4.0M | 22,944 | 0.54% | 3q | +6.5%+$243.9K |
| Bawa N Mallick Trust | $3.8M | 20,015 | 1.22% | 7q | HELD |
| Prospera Financial Services Inc | $3.5M | 18,405 | 0.05% | 13q | -6.8%-$251.6K |
| Triton Financial Group Inc | $3.4M | 17,887 | 1.93% | 16q | -50.6%-$3.4M |
| PRINCIPAL SECURITIES, INC. | $3.3M | 17,690 | 0.04% | 11q | HELD |
| Nilsine Partners, LLC | $3.2M | 17,289 | 0.22% | 3q | -0.8%-$25.9K |
| Concurrent Investment Advisors, LLC | $3.1M | 16,405 | 0.03% | new | NEW |
| Keystone Wealth Services, LLC | $3.0M | 15,719 | 0.55% | 2q | +229.6%+$2.1M |
| Quantinno Capital Management LP | $2.9M | 15,534 | 0.00% | 3q | +233.5%+$2.0M |
| Stratos Wealth Partners, LTD. | $2.8M | 15,163 | 0.03% | 2q | +158.1%+$1.7M |
| Mission Hills Financial Advisory, LLC | $2.8M | 14,704 | 1.21% | 8q | HELD |
| Per Stirling Capital Management, LLC. | $2.6M | 13,948 | 0.25% | 2q | -33.6%-$1.3M |
| Kestra Advisory Services, LLC | $2.5M | 13,249 | 0.01% | 3q | +297.5%+$1.9M |
| Financial Management Professionals, Inc. | $2.4M | 13,019 | 0.23% | 2q | -15.3%-$442.5K |
| PNC Financial Services Group, Inc. | $2.4M | 12,711 | 0.00% | 31q | +16.7%+$341.5K |
| Ramiah Investment Group | $2.4M | 12,639 | 1.81% | new | NEW |
| Mariner, LLC | $2.3M | 12,168 | 0.00% | 15q | +25.5%+$464.7K |
| Integrated Wealth Concepts LLC | $2.2M | 11,944 | 0.01% | 2q | -10.2%-$253.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.2M | 11,911 | 0.04% | 26q | -6.4%-$153.8K |
| Valley Brook Capital Group, Inc. | $2.1M | 11,425 | 1.22% | 14q | +3.7%+$76.1K |
| NATIXIS ADVISORS, LLC | $2.0M | 10,762 | 0.00% | 2q | +2.5%+$48.6K |
| B. Riley Wealth Advisors, Inc. | $2.0M | 11,200 | 0.11% | 25q | +1.1%+$22.2K |
| Qube Research & Technologies Ltd | $1.7M | 9,251 | 0.00% | new | NEW |
| PFG Investments, LLC | $1.7M | 9,088 | 0.07% | 10q | +5.1%+$82.8K |
| PETRA FINANCIAL ADVISORS INC | $1.7M | 8,891 | 0.77% | new | NEW |
| Secure Asset Management, LLC | $1.6M | 8,672 | 0.23% | 3q | +58.9%+$603.5K |
| TUDOR INVESTMENT CORP ET AL | $1.6M CALL | options only | 0.00% | new | OPTIONS |
| &PARTNERS | $1.6M | 8,549 | 0.01% | new | NEW |
| Belpointe Asset Management LLC | $1.6M | 8,487 | 0.05% | 10q | +14.8%+$205.1K |
| Coppell Advisory Solutions LLC | $1.5M | 451? | 0.13% | new | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.5M | 8,125 | 0.17% | 21q | +0.6%+$8.5K |
| Caprock Group, LLC | $1.5M | 7,975 | 0.03% | 25q | HELD |
| EP Wealth Advisors, LLC | $1.4M | 7,542 | 0.01% | 14q | -2.0%-$28.5K |
| J.W. COLE ADVISORS, INC. | $1.4M | 7,486 | 0.02% | new | NEW |
| Koshinski Asset Management, Inc. | $1.4M | 7,386 | 0.07% | 15q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 7,384 | 0.02% | 11q | +59.4%+$517.1K |
| BENJAMIN EDWARDS INC | $1.4M | 7,379 | 0.01% | 5q | HELD |
| Simplicity Wealth,LLC | $1.4M | 7,295 | 0.05% | 2q | -0.5%-$6.9K |
| Creative Planning | $1.4M | 7,242 | 0.00% | 5q | +18.6%+$213.7K |
| Hennion & Walsh Asset Management, Inc. | $1.3M | 7,170 | 0.04% | 3q | -19.0%-$316.5K |
| KKM Financial LLC | $1.3M | 7,147 | 0.18% | 11q | HELD |
| Wealthcare Advisory Partners LLC | $1.3M | 7,020 | 0.02% | 5q | +94.7%+$641.2K |
| Millennium Capital Advisors, LLC | $1.3M | 6,850 | 0.70% | 13q | HELD |
| Carr Financial Group Corp | $1.2M | 6,551 | 0.28% | 3q | +62.3%+$472.2K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 6,528 | 0.02% | 21q | +8.2%+$93.4K |
| FIRST FOUNDATION ADVISORS | $1.2M | 6,372 | 0.04% | 13q | -6.6%-$84.5K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $1.1M | 6,036 | 0.02% | 5q | -6.3%-$75.9K |
| Focus Partners Wealth | $1.1M | 5,958 | 0.00% | 8q | +7.2%+$75.5K |
| Capital Square, LLC | $1.1M | 6,830 | 0.48% | 7q | +3.0%+$32.2K |
| Equitable Holdings, Inc. | $1.1M | 5,740 | 0.01% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.0M | 5,553 | 0.01% | 4q | HELD |
| Berbice Capital Management LLC | $1.0M | 5,500 | 0.53% | new | NEW |
| Sound Income Strategies, LLC | $975.3K | 5,193 | 0.04% | 5q | +19.9%+$161.7K |
| Janney Montgomery Scott LLC | $970.0K | 5,164 | 0.00% | new | NEW |
| Wellington Shields & Co., LLC | $918.8K | 4,892 | 0.21% | 3q | -4.9%-$47.0K |
| Wedmont Private Capital | $915.5K | 5,742 | 0.03% | new | NEW |
| McGuire Investment Group, LLC | $882.4K | 4,698 | 0.08% | 25q | HELD |
| Brookstone Capital Management | $861.5K | 4,587 | 0.01% | new | NEW |
| BlackRock, Inc. | $856.5K | 4,560 | 0.00% | 2q | HELD |
| Perigon Wealth Management, LLC | $827.3K | 4,405 | 0.01% | 15q | HELD |
| NEUBERGER BERMAN GROUP LLC | $811.9K | 4,323 | 0.00% | 13q | HELD |
| Institute for Wealth Management, LLC. | $808.9K | 4,307 | 0.07% | 11q | HELD |
| NewEdge Advisors, LLC | $805.3K | 4,288 | 0.00% | 2q | +96.2%+$394.8K |
Showing the largest 100 of 250 reported holders. The count of 249 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 | 81 | $121.4M | 807,594 | 5 | 26 | 16 | 0.0% |
| Q2 2026 | 249 | $1.0B | 5,398,689 | 79 | 62 | 46 | 2.2% |
| Q1 2026 | 184 | $440.2M | 4,638,540 | 40 | 38 | 48 | 0.2% |
| Q4 2025 | 157 | $350.5M | 4,432,366 | 30 | 45 | 33 | 0.2% |
| Q3 2025 | 135 | $231.1M | 3,287,093 | 16 | 22 | 45 | 0.2% |
| Q2 2025 | 129 | $217.0M | 3,613,073 | 25 | 29 | 37 | 0.2% |
| Q1 2025 | 111 | $162.6M | 3,435,946 | 7 | 31 | 39 | 0.0% |
| Q4 2024 | 134 | $219.3M | 3,760,660 | 13 | 25 | 48 | 0.1% |
| Q3 2024 | 133 | $225.2M | 3,908,458 | 18 | 31 | 51 | 0.2% |
| Q2 2024 | 143 | $309.2M | 4,894,679 | 20 | 35 | 43 | 0.0% |
| Q1 2024 | 134 | $314.1M | 5,570,978 | 22 | 30 | 39 | 0.0% |
| Q4 2023 | 125 | $257.9M | 5,215,896 | 9 | 34 | 38 | 0.0% |
| Q3 2023 | 122 | $219.3M | 5,116,168 | 14 | 30 | 39 | 0.1% |
| Q2 2023 | 115 | $233.6M | 1,828,075 | 28 | 32 | 26 | 0.3% |
| Q1 2023 | 102 | $171.3M | 1,393,787 | 18 | 22 | 33 | 0.2% |
| Q4 2022 | 101 | $150.3M | 1,497,228 | 14 | 26 | 32 | 0.2% |
| Q3 2022 | 98 | $899.8M | 9,992,868 | 16 | 19 | 34 | 0.0% |
| Q2 2022 | 97 | $1.2B | 12,513,311 | 9 | 21 | 39 | 0.0% |
| Q1 2022 | 108 | $2.3B | 17,877,867 | 11 | 43 | 29 | 0.0% |
| Q4 2021 | 124 | $1.8B | 11,551,921 | 27 | 39 | 18 | 0.0% |
| Q3 2021 | 102 | $1.1B | 8,519,209 | 11 | 27 | 22 | 0.0% |
| Q2 2021 | 99 | $951.0M | 7,406,115 | 21 | 30 | 24 | 0.0% |
| Q1 2021 | 95 | $770.2M | 6,400,700 | 23 | 33 | 15 | 0.0% |
| Q4 2020 | 76 | $511.8M | 4,877,090 | 13 | 18 | 21 | 0.0% |
| Q3 2020 | 60 | $261.0M | 3,374,997 | 9 | 14 | 21 | 0.0% |
| Q2 2020 | 59 | $210.5M | 2,879,323 | 10 | 12 | 17 | 0.0% |
| Q1 2020 | 57 | $78.4M | 1,441,955 | 12 | 15 | 14 | 0.0% |
| Q4 2019 | 53 | $101.3M | 1,509,139 | 8 | 15 | 11 | 0.0% |
| Q3 2019 | 44 | $55.5M | 960,625 | 3 | 10 | 14 | 0.0% |
| Q2 2019 | 46 | $53.9M | 991,833 | 6 | 8 | 15 | 0.0% |
| Q1 2019 | 44 | $50.0M | 943,462 | 6 | 8 | 15 | 0.0% |
| Q4 2018 | 43 | $53.8M | 1,214,592 | 3 | 0 | 1 | 0.0% |