DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PXI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
46
Reporting holders
$41.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, LLC | $12.9M | 233,439 | 1.09% | 19q | -10.1%-$1.4M |
| Janney Montgomery Scott LLC | $6.5M | 117,601 | 0.01% | 19q | +6.3%+$384.8K |
| MORGAN STANLEY | $2.9M | 51,910 | 0.00% | 33q | -9.2%-$290.3K |
| BANK OF AMERICA CORP /DE/ | $2.3M | 42,024 | 0.00% | 31q | -8.8%-$222.7K |
| LPL Financial LLC | $2.2M | 40,474 | 0.00% | 31q | -8.0%-$194.5K |
| GOLDMAN SACHS GROUP INC | $1.5M | 27,551 | 0.00% | 11q | +75.8%+$653.8K |
| OSAIC HOLDINGS, INC. | $1.4M | 26,225 | 0.00% | 26q | +568.7%+$1.2M |
| TWO SIGMA INVESTMENTS, LP | $1.4M | 25,000 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $1.0M | 18,963 | 0.02% | 2q | +8.1%+$78.1K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 18,444 | 0.00% | 2q | +232.0%+$710.0K |
| RAYMOND JAMES FINANCIAL INC | $967.9K | 17,580 | 0.00% | 7q | -5.8%-$59.5K |
| Cetera Investment Advisers | $807.5K | 14,665 | 0.00% | 10q | -0.7%-$5.8K |
| Kingsview Wealth Management, LLC | $787.1K | 14,295 | 0.01% | 18q | +5.4%+$40.6K |
| Advisory Services Network, LLC | $656.7K | 11,927 | 0.01% | 2q | +21.9%+$117.8K |
| Trueblood Wealth Management, LLC | $594.4K | 10,796 | 0.21% | 7q | +1.1%+$6.3K |
| IHT Wealth Management, LLC | $480.2K | 8,722 | 0.01% | 3q | -53.5%-$552.4K |
| Tower Research Capital LLC (TRC) | $427.3K | 7,761 | 0.01% | 31q | +400.7%+$342.0K |
| ENVESTNET ASSET MANAGEMENT INC | $422.8K | 7,680 | 0.00% | 2q | +90.5%+$200.9K |
| Leelyn Smith, LLC | $420.9K | 7,644 | 0.05% | new | NEW |
| ROYAL BANK OF CANADA | $386.0K | 7,019 | 0.00% | 31q | -0.8%-$3.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $236.8K | 4,301 | 0.00% | 2q | -49.5%-$231.7K |
| Keating Financial Advisory Services, Inc. | $233.5K | 4,240 | 0.03% | 3q | HELD |
| TRUIST FINANCIAL CORP | $218.5K | 3,969 | 0.00% | 22q | HELD |
| PEAPACK GLADSTONE FINANCIAL CORP | $211.0K | 3,835 | 0.00% | 2q | -2.5%-$5.5K |
| AMERIPRISE FINANCIAL INC | $201.3K | 3,656 | 0.00% | 2q | -1.3%-$2.8K |
| UBS Group AG | $182.5K | 3,315 | 0.00% | 31q | -41.3%-$128.3K |
| Global Retirement Partners, LLC | $138.4K | 2,513 | 0.00% | 5q | HELD |
| Cherry Tree Wealth Management, LLC | $71.6K | 1,300 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $71.6K | 1,300 | 0.00% | 6q | HELD |
| IFP Advisors, Inc | $66.3K | 1,204 | 0.00% | 19q | HELD |
| Steward Partners Investment Advisory, LLC | $42.9K | 780 | 0.00% | 6q | HELD |
| Advantage Trust Co | $33.0K | 600 | 0.01% | new | NEW |
| FMR LLC | $29.9K | 543 | 0.00% | 9q | -42.2%-$21.9K |
| Capital Investment Advisory Services, LLC | $29.2K | 530 | 0.00% | 31q | HELD |
| Geneos Wealth Management Inc. | $27.5K | 500 | 0.00% | 22q | HELD |
| JPMORGAN CHASE & CO | $23.9K | 427 | 0.00% | 8q | -84.1%-$126.6K |
| Arax Advisory Partners | $17.6K | 320 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $12.1K | 219 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $11.7K | 212 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $11.5K | 209 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $9.8K | 178 | 0.00% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $6.3K | 112 | 0.00% | 5q | HELD |
| Qube Research & Technologies Ltd | $4.5K | 82 | 0.00% | 17q | HELD |
| HORIZON BANCORP INC /IN/ | $1.0K | 14 | 0.00% | 12q | HELD |
| BFC Planning, Inc. | $78 | 1 | 0.00% | 7q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $0 | none filed | 0.00% | new | NEW |
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 | 7 | $969.0K | 15,831 | 0 | 2 | 1 | 0.0% |
| Q2 2026 | 46 | $41.0M | 744,080 | 6 | 10 | 14 | 0.0% |
| Q1 2026 | 44 | $42.7M | 716,934 | 12 | 10 | 9 | 0.0% |
| Q4 2025 | 36 | $14.2M | 312,885 | 4 | 5 | 10 | 0.0% |
| Q3 2025 | 33 | $18.5M | 393,836 | 2 | 5 | 12 | 0.0% |
| Q2 2025 | 33 | $19.0M | 440,747 | 3 | 8 | 13 | 0.0% |
| Q1 2025 | 31 | $23.5M | 538,093 | 2 | 6 | 14 | 0.0% |
| Q4 2024 | 35 | $30.8M | 695,111 | 2 | 5 | 15 | 0.0% |
| Q3 2024 | 38 | $32.0M | 741,611 | 3 | 7 | 18 | 0.0% |
| Q2 2024 | 39 | $33.3M | 703,275 | 3 | 8 | 13 | 0.0% |
| Q1 2024 | 38 | $52.4M | 1,070,124 | 2 | 5 | 19 | 0.0% |
| Q4 2023 | 44 | $69.2M | 1,547,507 | 4 | 11 | 16 | 0.0% |
| Q3 2023 | 42 | $72.8M | 1,573,575 | 7 | 15 | 10 | 0.0% |
| Q2 2023 | 36 | $33.4M | 843,854 | 2 | 6 | 21 | 0.0% |
| Q1 2023 | 51 | $72.4M | 1,815,565 | 5 | 13 | 22 | 0.0% |
| Q4 2022 | 65 | $139.4M | 3,306,298 | 5 | 20 | 29 | 0.0% |
| Q3 2022 | 67 | $1.1B | 26,817,963 | 8 | 21 | 26 | 0.0% |
| Q2 2022 | 72 | $1.4B | 35,538,206 | 12 | 26 | 22 | 0.0% |
| Q1 2022 | 66 | $225.5M | 5,309,724 | 15 | 16 | 20 | 0.0% |
| Q4 2021 | 56 | $155.0M | 5,061,451 | 24 | 17 | 5 | 0.0% |
| Q3 2021 | 32 | $91.3M | 2,954,822 | 3 | 7 | 15 | 0.0% |
| Q2 2021 | 46 | $180.3M | 5,886,645 | 6 | 18 | 13 | 0.1% |
| Q1 2021 | 47 | $138.7M | 5,587,635 | 27 | 11 | 5 | 0.3% |
| Q4 2020 | 20 | $59.5M | 3,382,237 | 1 | 4 | 9 | 0.0% |
| Q3 2020 | 25 | $11.2M | 876,384 | 4 | 8 | 9 | 0.0% |
| Q2 2020 | 24 | $17.6M | 1,158,423 | 8 | 9 | 3 | 0.0% |
| Q1 2020 | 20 | $3.2M | 310,277 | 1 | 5 | 8 | 0.0% |
| Q4 2019 | 25 | $11.1M | 393,937 | 2 | 5 | 10 | 0.0% |
| Q3 2019 | 28 | $9.1M | 348,041 | 4 | 5 | 14 | 0.0% |
| Q2 2019 | 29 | $17.1M | 573,460 | 5 | 8 | 10 | 0.0% |
| Q1 2019 | 30 | $15.7M | 488,424 | 5 | 7 | 12 | 0.0% |
| Q4 2018 | 32 | $13.1M | 459,962 | 1 | 0 | 2 | 0.0% |