DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PSP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
96
Reporting holders
$132.5M
Reported value
0.0%
Calls
0.0%
Puts
-5
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $19.5M | 349,507 | 0.00% | 12q | +46.5%+$6.2M |
| BANK OF AMERICA CORP /DE/ | $17.0M | 305,543 | 0.00% | 12q | HELD |
| Endowment Wealth Management, Inc. | $12.9M | 232,282 | 5.00% | 12q | +2.5%+$311.8K |
| WELLS FARGO & COMPANY/MN | $8.5M | 152,514 | 0.00% | 12q | +8.5%+$663.0K |
| Aletheian Wealth Advisors LLC | $8.2M | 146,352 | 3.48% | 10q | +11.2%+$822.9K |
| LPL Financial LLC | $7.2M | 129,608 | 0.00% | 12q | -3.9%-$290.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.8M | 104,906 | 0.09% | new | NEW |
| First Interstate Bank | $5.8M | 104,099 | 0.30% | new | NEW |
| Crestwood Advisors Group, LLC | $3.9M | 70,000 | 0.06% | 3q | HELD |
| JANE STREET GROUP, LLC | $3.2M | 57,852 | 0.00% | 8q | +74.2%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 54,216 | 0.00% | 12q | -55.4%-$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 53,018 | 0.00% | 8q | +317.7%+$2.2M |
| CITADEL ADVISORS LLC | $2.7M | 49,188 | 0.00% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 36,544 | 0.00% | 7q | -89.6%-$17.5M |
| Farther Finance Advisors, LLC | $1.9M | 33,916 | 0.01% | 6q | -28.9%-$766.4K |
| FLOW TRADERS U.S. LLC | $1.8M | 31,832 | 0.07% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 29,130 | 0.00% | 4q | +204.7%+$1.1M |
| Global Retirement Partners, LLC | $1.5M | 27,416 | 0.02% | 10q | HELD |
| UBS Group AG | $1.5M | 27,335 | 0.00% | 12q | +1.9%+$28.3K |
| OSAIC HOLDINGS, INC. | $1.2M | 22,299 | 0.00% | 12q | +61.7%+$474.1K |
| Nuveen, LLC | $1.2M | 21,062 | 0.00% | new | NEW |
| Darwin Wealth Management, LLC | $1.1M | 20,341 | 0.31% | 12q | +6.2%+$66.1K |
| Arax Advisory Partners | $972.8K | 17,466 | 0.01% | 6q | +188.6%+$635.7K |
| Cambridge Investment Research Advisors, Inc. | $970.0K | 17,400 | 0.00% | 12q | +98.7%+$481.8K |
| O'ROURKE & COMPANY, Inc | $917.2K | 16,467 | 0.32% | 5q | +11.3%+$93.0K |
| ROYAL BANK OF CANADA | $911.0K | 16,356 | 0.00% | 12q | +44.3%+$279.5K |
| NTV Asset Management LLC | $850.5K | 15,270 | 0.08% | 12q | -3.0%-$26.2K |
| NATIONAL BANK OF CANADA /FI/ | $815.1K | 14,649 | 0.00% | 12q | +13.4%+$96.1K |
| LFA - Lugano Financial Advisors SA | $811.3K | 15,304 | 0.49% | 12q | -5.2%-$44.5K |
| MML INVESTORS SERVICES, LLC | $744.7K | 13,370 | 0.00% | 12q | -53.3%-$850.0K |
| ASHTON THOMAS SECURITIES, LLC | $598.2K | 10,739 | 0.09% | 8q | HELD |
| Cordoba Advisory Partners LLC | $587.2K | 10,542 | 0.12% | 3q | +35.7%+$154.6K |
| Hyundai Investments Co., Ltd. | $556.3K | 10,112 | 0.60% | 3q | -42.6%-$413.5K |
| Betterment LLC | $539.0K | 9,668 | 0.00% | 12q | +10.2%+$50.0K |
| CreativeOne Wealth, LLC | $421.0K | 7,558 | 0.01% | 5q | +2.1%+$8.9K |
| Compound Planning, Inc. | $387.0K | 6,948 | 0.01% | 2q | HELD |
| Sidoxia Capital Management, LLC | $385.8K | 6,926 | 0.28% | 2q | +2.2%+$8.4K |
| Advyzon Investment Management, LLC | $343.0K | 6,158 | 0.02% | 7q | +12.4%+$37.7K |
| BRIGHTON JONES LLC | $334.2K | 6,000 | 0.01% | 2q | HELD |
| Legacy Capital Wealth Partners, LLC | $323.8K | 5,813 | 0.06% | 8q | -26.5%-$116.8K |
| Joseph P. Lucia & Associates, LLC | $321.4K | 5,771 | 0.10% | 12q | HELD |
| GOLDMAN SACHS GROUP INC | $316.4K | 5,680 | 0.00% | new | NEW |
| Fort Point Capital Partners LLC | $297.3K | 5,338 | 0.02% | 5q | HELD |
| Larson Financial Group LLC | $296.8K | 5,328 | 0.01% | 12q | +8.2%+$22.4K |
| Private Advisor Group, LLC | $291.9K | 5,241 | 0.00% | 2q | HELD |
| Triumph Capital Management | $283.2K | 5,085 | 0.05% | 5q | +7.0%+$18.5K |
| HighPoint Advisor Group LLC | $276.0K | 4,955 | 0.01% | 3q | +17.3%+$40.7K |
| HRT FINANCIAL LP | $272.0K | 4,886 | 0.00% | 2q | -83.0%-$1.3M |
| MAI Capital Management | $271.3K | 4,870 | 0.00% | 7q | +32.7%+$66.8K |
| MARINO, STRAM & ASSOCIATES LLC | $269.4K | 4,837 | 0.04% | 5q | -4.5%-$12.8K |
| Equitable Holdings, Inc. | $261.4K | 4,692 | 0.00% | 6q | -29.9%-$111.7K |
| TWO SIGMA SECURITIES, LLC | $256.7K | 4,608 | 0.02% | new | NEW |
| &PARTNERS | $249.3K | 4,476 | 0.00% | 4q | +1.5%+$3.7K |
| CIBC WORLD MARKET INC. | $240.2K | 4,313 | 0.00% | new | NEW |
| Dynamic Advisor Solutions LLC | $230.1K | 4,132 | 0.01% | 4q | +6.7%+$14.4K |
| Integrated Wealth Concepts LLC | $230.1K | 4,130 | 0.00% | 3q | -6.7%-$16.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $209.2K | 3,756 | 0.01% | 12q | -5.7%-$12.7K |
| Ashton Thomas Private Wealth, LLC | $205.8K | 3,695 | 0.00% | 19q | HELD |
| NOTTINGHAM ADVISORS, INC. | $203.2K | 3,533 | 0.02% | new | NEW |
| Cetera Investment Advisers | $202.2K | 3,630 | 0.00% | 12q | -73.5%-$561.2K |
| Comprehensive Money Management Services LLC | $200.1K | 3,593 | 0.13% | 7q | -2.0%-$4.0K |
| Provident Wealth Management, LLC | $153.1K | 2,749 | 0.04% | new | NEW |
| Federation des caisses Desjardins du Quebec | $129.5K | 2,327 | 0.00% | 6q | HELD |
| Beacon Capital Management, Inc. | $96.8K | 1,737 | 0.01% | 12q | -0.7% |
| Three Bearings Fiduciary Advisors, Inc. | $86.4K | 1,551 | 0.08% | 3q | HELD |
| PRIVATE TRUST CO NA | $85.2K | 1,529 | 0.01% | 12q | +9.5%+$7.4K |
| ROTHSCHILD INVESTMENT LLC | $44.6K | 800 | 0.00% | 11q | HELD |
| Private Wealth Asset Management, LLC | $44.6K | 800 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $42.9K | 770 | 0.00% | 9q | HELD |
| NewEdge Advisors, LLC | $41.7K | 748 | 0.00% | 12q | +34.8%+$10.7K |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | $33.0K | 593 | 0.03% | 3q | HELD |
| Manchester Capital Management LLC | $25.1K | 450 | 0.00% | 6q | HELD |
| Cornerstone Planning Group LLC | $23.5K | 406 | 0.00% | 9q | -6.7%-$1.7K |
| FIFTH THIRD BANCORP | $22.8K | 410 | 0.00% | 2q | +49.1%+$7.5K |
| IFP Advisors, Inc | $19.7K | 354 | 0.00% | 3q | HELD |
| Institute for Wealth Management, LLC. | $17.7K | 317 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $17.4K | 312 | 0.00% | new | FIRST |
| BFC Planning, Inc. | $12.3K | 220 | 0.00% | 7q | HELD |
| Founders Financial Alliance, LLC | $9.8K | 176 | 0.00% | 2q | +2.3% |
| BANK OF MONTREAL /CAN/ | $8.6K | 155 | 0.00% | 5q | HELD |
| Allied Private Wealth LLC | $5.7K | 100 | 0.00% | new | FIRST |
| Costello Asset Management, INC | $5.6K | 100 | 0.00% | 6q | HELD |
| Concord Wealth Partners | $5.6K | 100 | 0.00% | new | NEW |
| Caitlin John, LLC | $5.0K | 90 | 0.00% | 4q | HELD |
| FMR LLC | $4.7K | 84 | 0.00% | 12q | +663.6%+$4.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.3K | 77 | 0.00% | 11q | -18.9%-$1.0K |
| Geneos Wealth Management Inc. | $3.2K | 57 | 0.00% | 7q | HELD |
| JPMORGAN CHASE & CO | $3.1K | 57 | 0.00% | 12q | -1.7% |
| EverSource Wealth Advisors, LLC | $2.8K | 51 | 0.00% | 2q | +2.0% |
| Parallel Advisors, LLC | $2.5K | 45 | 0.00% | 12q | HELD |
| Winch Advisory Services, LLC | $2.2K | 40 | 0.00% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.6K | 28 | 0.00% | 12q | HELD |
| Rockefeller Capital Management L.P. | $1.4K | 26 | 0.00% | 2q | HELD |
| Elevated Capital Advisors, LLC | $1.4K | 25 | 0.00% | 3q | HELD |
| BROWN, LISLE/CUMMINGS, INC. | $668 | 12 | 0.00% | 2q | -53.8% |
| Davis Capital Management | $135 | 2 | 0.00% | 10q | HELD |
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 | 22 | $29.0M | 514,886 | 2 | 7 | 5 | 0.0% |
| Q2 2026 | 96 | $132.5M | 2,379,553 | 11 | 32 | 21 | 0.0% |
| Q1 2026 | 101 | $133.7M | 2,343,855 | 18 | 35 | 23 | 0.9% |
| Q4 2025 | 99 | $171.3M | 2,553,710 | 17 | 31 | 25 | 0.0% |
| Q3 2025 | 103 | $210.8M | 3,081,111 | 13 | 37 | 23 | 0.0% |
| Q2 2025 | 95 | $175.8M | 2,546,606 | 15 | 41 | 16 | 0.3% |
| Q1 2025 | 92 | $138.5M | 2,160,653 | 18 | 24 | 24 | 0.0% |
| Q4 2024 | 92 | $173.6M | 2,600,128 | 13 | 23 | 25 | 0.0% |
| Q3 2024 | 86 | $160.3M | 2,349,287 | 15 | 20 | 29 | 0.0% |
| Q2 2024 | 86 | $146.1M | 2,389,796 | 17 | 26 | 25 | 0.0% |
| Q1 2024 | 85 | $166.4M | 2,526,108 | 15 | 26 | 26 | 0.0% |
| Q4 2023 | 83 | $156.2M | 2,511,587 | 14 | 12 | 35 | 0.0% |
| Q3 2023 | 74 | $130.8M | 2,532,131 | 68 | 0 | 5 | 0.3% |
| Q2 2023 | 85 | $115.8M | 11,004,660 | 14 | 25 | 26 | 0.0% |
| Q1 2023 | 97 | $82.4M | 8,125,156 | 15 | 23 | 33 | 0.4% |
| Q4 2022 | 98 | $142.1M | 14,991,664 | 16 | 23 | 33 | 0.2% |
| Q3 2022 | 87 | $735.9M | 86,948,769 | 10 | 23 | 30 | 0.0% |
| Q2 2022 | 86 | $931.4M | 94,848,968 | 8 | 29 | 26 | 0.0% |
| Q1 2022 | 94 | $735.4M | 57,075,294 | 17 | 34 | 25 | 0.0% |
| Q4 2021 | 86 | $703.7M | 45,521,464 | 8 | 34 | 16 | 0.0% |
| Q3 2021 | 94 | $1.6B | 106,831,285 | 12 | 43 | 12 | 0.0% |
| Q2 2021 | 85 | $1.1B | 69,934,349 | 13 | 31 | 16 | 0.0% |
| Q1 2021 | 76 | $425.5M | 29,333,261 | 6 | 24 | 19 | 0.1% |
| Q4 2020 | 78 | $398.8M | 29,319,752 | 7 | 19 | 22 | 0.9% |
| Q3 2020 | 76 | $100.0M | 9,133,838 | 9 | 15 | 29 | 0.5% |
| Q2 2020 | 78 | $109.9M | 10,608,894 | 12 | 23 | 25 | 0.0% |
| Q1 2020 | 78 | $76.1M | 9,354,506 | 8 | 22 | 27 | 0.0% |
| Q4 2019 | 83 | $212.8M | 16,641,346 | 7 | 20 | 23 | 0.0% |
| Q3 2019 | 81 | $114.3M | 9,669,962 | 13 | 22 | 24 | 0.0% |
| Q2 2019 | 80 | $108.6M | 9,009,327 | 13 | 26 | 21 | 0.0% |
| Q1 2019 | 79 | $129.0M | 9,326,498 | 12 | 18 | 25 | 0.0% |
| Q4 2018 | 76 | $87.1M | 8,698,133 | 1 | 1 | 3 | 0.0% |