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DaveManuel.com · Institutional Ownership · Who Owns It

INVESCO EXCHANGE TRADED FD T (PSL)

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

59
Reporting holders
$35.9M
Reported value
0.0%
Calls
0.0%
Puts
+3
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
MORGAN STANLEY$4.8M42,4230.00%33q+35.4%+$1.2M
LPL Financial LLC$4.0M35,9540.00%31q+14.2%+$499.7K
BANK OF AMERICA CORP /DE/$3.3M29,3460.00%31q-1.8%-$60.9K
COMMONWEALTH EQUITY SERVICES, LLC$2.6M22,8360.00%31q-1.9%-$50.1K
Cetera Investment Advisers$2.3M20,1350.00%10q-1.1%-$25.9K
Cambridge Investment Research Advisors, Inc.$1.8M15,7440.00%21q+97.2%+$869.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M14,7040.00%7q+71.3%+$685.4K
Maltin Wealth Management, Inc.$1.6M14,3840.54%25q+8.9%+$132.1K
GOLDMAN SACHS GROUP INC$1.4M12,8470.00%31q+10.1%+$132.5K
WELLS FARGO & COMPANY/MN$1.0M9,0480.00%31q-3.6%-$38.0K
Tower Research Capital LLC (TRC)$989.2K8,8320.02%21q+269.4%+$721.4K
WealthBridge Capital Management, LLC$904.0K8,0710.18%31qHELD
UBS Group AG$823.0K7,3480.00%31q-10.4%-$95.6K
J.W. COLE ADVISORS, INC.$676.5K6,0400.01%10q-0.6%-$4.1K
JONES FINANCIAL COMPANIES LLLP$670.0K5,9490.00%9q+7.1%+$44.4K
Farther Finance Advisors, LLC$669.9K5,9810.01%6q+10.3%+$62.5K
PEAPACK GLADSTONE FINANCIAL CORP$564.0K5,0320.01%16qHELD
MML INVESTORS SERVICES, LLC$537.5K4,8000.00%6q+6.2%+$31.2K
Geneos Wealth Management Inc.$531.3K4,7440.01%33q+100.0%+$265.6K
Equitable Holdings, Inc.$366.0K3,2680.00%26q-0.8%-$2.8K
Sigma Planning Corp$356.4K3,1820.01%10qHELD
Pacific Sun Financial Corp$355.4K3,1730.15%25q-3.1%-$11.2K
OSAIC HOLDINGS, INC.$326.1K2,9100.00%26q-11.2%-$41.2K
Stratos Wealth Partners, LTD.$325.3K2,9040.00%22qHELD
Envision Financial Transparency, LLC$266.0K4,9270.23%newNEW
BENJAMIN EDWARDS INC$261.6K2,3360.00%7qHELD
Independent Wealth Advisors LLC$258.3K2,3060.23%3qHELD
ROYAL BANK OF CANADA$249.0K2,2260.00%31qHELD
Janney Montgomery Scott LLC$238.0K2,1280.00%2qHELD
JANE STREET GROUP, LLC$228.4K2,0390.00%newNEW
Meridian Wealth Management, LLC$226.5K2,0220.01%8qHELD
RAYMOND JAMES FINANCIAL INC$225.9K2,0170.00%7q-17.1%-$46.6K
FLOW TRADERS U.S. LLC$213.0K1,8980.01%newNEW
Selective Wealth Management, Inc.$210.8K1,8480.06%2qHELD
Steward Partners Investment Advisory, LLC$179.2K1,6000.00%27qHELD
JNBA Financial Advisors$174.5K1,5580.01%31q-2.6%-$4.7K
FMR LLC$142.7K1,2740.00%28qHELD
Global Retirement Partners, LLC$88.3K7880.00%16qHELD
Manchester Capital Management LLC$67.2K6000.01%13qHELD
BELLEVUE ASSET MANAGEMENT, LLC$65.0K5800.03%27qHELD
Capital Investment Advisory Services, LLC$64.4K5750.00%18qHELD
Capital Analysts, LLC$55.0K4930.00%12q-28.0%-$21.4K
Rossby Financial, LCC$39.9K3560.01%6qHELD
10Elms LLP$34.8K3110.01%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$30.0K2680.00%newFIRST
Capital Investment Counsel, Inc$22.4K2000.00%newNEW
Transamerica Financial Advisors, LLC$20.5K1830.00%17qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.8K1500.00%newNEW
Nova Wealth Management, Inc.$14.4K1290.01%6qHELD
Key Financial Inc$12.3K1100.00%6qHELD
Strengthening Families & Communities, LLC$11.6K1040.00%19qHELD
HARBOUR INVESTMENTS, INC.$11.0K980.00%10qHELD
BLAIR WILLIAM & CO/IL$4.1K370.00%7qHELD
Qube Research & Technologies Ltd$3.8K340.00%18q+3.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.7K330.00%3qHELD
PRIVATE TRUST CO NA$3.2K290.00%newNEW
Federation des caisses Desjardins du Quebec$3.1K280.00%33qHELD
NewEdge Advisors, LLC$2.8K250.00%11qHELD
CITIGROUP INC$1.6K140.00%newNEW

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 20269$4.0M37,2390100.0%
Q2 202659$35.9M322,979812120.0%
Q1 202656$38.6M355,67739220.0%
Q4 202559$34.6M344,706612210.0%
Q3 202558$34.8M316,722612150.0%
Q2 202557$44.0M397,123111200.0%
Q1 202561$36.7M338,414817100.0%
Q4 202457$35.2M335,12658190.0%
Q3 202451$31.5M309,194416120.0%
Q2 202452$27.3M278,43267160.7%
Q1 202454$41.6M423,41986210.7%
Q4 202348$33.7M368,06939220.0%
Q3 202350$33.6M402,747512140.0%
Q2 202354$57.4M661,565815160.0%
Q1 202353$61.4M713,045215200.0%
Q4 202261$84.3M1,044,4651015200.0%
Q3 202253$307.2M4,104,881317210.0%
Q2 202255$326.4M4,157,9411119140.0%
Q1 202254$261.9M3,060,7091021110.0%
Q4 202149$275.5M3,014,646312190.0%
Q3 202148$243.9M2,726,286413170.0%
Q2 202147$253.7M2,710,445514150.0%
Q1 202145$250.2M2,698,891611130.0%
Q4 202047$242.6M2,806,396610180.0%
Q3 202045$630.1M8,300,32768180.0%
Q2 202046$570.3M8,775,87457210.0%
Q1 202047$477.3M8,480,219613150.0%
Q4 201954$590.0M7,962,823911180.0%
Q3 201946$570.2M7,908,224418140.0%
Q2 201946$512.4M7,125,156618140.0%
Q1 201944$491.3M6,927,3701110140.0%
Q4 201842$431.0M6,608,8771220.0%