DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PYZ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
39
Reporting holders
$23.6M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $4.2M | 33,174 | 0.00% | 31q | -9.6%-$442.3K |
| MORGAN STANLEY | $2.9M | 22,706 | 0.00% | 33q | +2.1%+$59.4K |
| NewEdge Advisors, LLC | $2.8M | 22,269 | 0.01% | 2q | +1.5%+$41.9K |
| GOLDMAN SACHS GROUP INC | $2.0M | 16,070 | 0.00% | 21q | +105.7%+$1.0M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 13,104 | 0.00% | 31q | +44.2%+$505.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 10,313 | 0.00% | 31q | -34.6%-$686.9K |
| CITADEL ADVISORS LLC | $1.1M | 9,053 | 0.00% | new | NEW |
| MAI Capital Management | $972.1K | 7,725 | 0.00% | 7q | -20.6%-$251.7K |
| RAYMOND JAMES FINANCIAL INC | $763.8K | 6,070 | 0.00% | 3q | -0.8%-$5.8K |
| Maltin Wealth Management, Inc. | $696.7K | 5,536 | 0.23% | 15q | +2.0%+$13.3K |
| Trueblood Wealth Management, LLC | $575.1K | 4,570 | 0.20% | 6q | +1.6%+$9.3K |
| TWO SIGMA INVESTMENTS, LP | $528.5K | 4,200 | 0.00% | new | NEW |
| Pacific Sun Financial Corp | $445.5K | 3,540 | 0.18% | 25q | -0.6%-$2.5K |
| Farther Finance Advisors, LLC | $423.8K | 3,368 | 0.00% | 6q | HELD |
| Tower Research Capital LLC (TRC) | $370.8K | 2,947 | 0.01% | 2q | -37.6%-$223.4K |
| Octavia Wealth Advisors, LLC | $333.2K | 2,648 | 0.03% | 23q | -1.1%-$3.6K |
| Arax Advisory Partners | $317.3K | 2,521 | 0.00% | 3q | -4.5%-$14.9K |
| Genesee Capital Advisors, LLC | $302.9K | 2,407 | 0.10% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $282.8K | 2,240 | 0.00% | 4q | +109.2%+$147.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $281.1K | 2,234 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $280.0K | 2,224 | 0.00% | 26q | -21.8%-$77.9K |
| Cetera Investment Advisers | $272.3K | 2,164 | 0.00% | 4q | +11.9%+$28.9K |
| Mason Investment Advisory Services, Inc. | $240.6K | 1,912 | 0.01% | 4q | -1.0%-$2.4K |
| PDS Planning, Inc | $123.7K | 983 | 0.01% | 2q | HELD |
| AE Wealth Management LLC | $96.6K | 768 | 0.00% | 2q | HELD |
| Transamerica Financial Advisors, LLC | $89.2K | 709 | 0.01% | 18q | -99.4%-$13.7M |
| UBS Group AG | $70.7K | 562 | 0.00% | 31q | -5.7%-$4.3K |
| BELLEVUE ASSET MANAGEMENT, LLC | $42.5K | 338 | 0.02% | 27q | HELD |
| 10Elms LLP | $42.3K | 336 | 0.02% | new | NEW |
| EPG Wealth Management LLC | $26.7K | 213 | 0.01% | 16q | HELD |
| FMR LLC | $20.5K | 163 | 0.00% | 8q | -8.9%-$2.0K |
| HORIZON BANCORP INC /IN/ | $20.0K | 157 | 0.01% | 12q | HELD |
| BFC Planning, Inc. | $17.6K | 140 | 0.00% | 7q | +185.7%+$11.4K |
| Sankala Group LLC | $12.9K | 103 | 0.01% | 3q | -13.4%-$2.0K |
| ASSETMARK, INC | $12.7K | 101 | 0.00% | new | NEW |
| MTM Investment Management, LLC | $10.9K | 87 | 0.00% | 20q | HELD |
| Allworth Financial LP | $10.3K | 82 | 0.00% | 31q | HELD |
| Register Financial Advisors LLC | $881 | 7 | 0.00% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $81 | 1 | 0.00% | 31q | 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 | 6 | $1.9M | 16,693 | 1 | 1 | 0 | 0.0% |
| Q2 2026 | 39 | $23.6M | 187,745 | 4 | 9 | 14 | 0.0% |
| Q1 2026 | 41 | $41.9M | 349,679 | 7 | 10 | 12 | 0.0% |
| Q4 2025 | 41 | $31.9M | 289,204 | 10 | 9 | 9 | 0.0% |
| Q3 2025 | 32 | $13.4M | 126,148 | 4 | 3 | 10 | 0.0% |
| Q2 2025 | 32 | $12.0M | 129,205 | 2 | 6 | 13 | 0.0% |
| Q1 2025 | 33 | $13.3M | 157,259 | 4 | 4 | 16 | 0.0% |
| Q4 2024 | 33 | $15.2M | 175,256 | 3 | 3 | 12 | 0.0% |
| Q3 2024 | 33 | $17.0M | 177,481 | 3 | 5 | 13 | 0.0% |
| Q2 2024 | 33 | $18.0M | 205,554 | 1 | 8 | 11 | 0.0% |
| Q1 2024 | 34 | $29.9M | 322,128 | 2 | 5 | 17 | 0.0% |
| Q4 2023 | 41 | $31.0M | 362,199 | 8 | 4 | 19 | 0.0% |
| Q3 2023 | 54 | $87.3M | 1,111,069 | 3 | 16 | 17 | 0.0% |
| Q2 2023 | 52 | $97.4M | 1,136,192 | 2 | 19 | 17 | 0.0% |
| Q1 2023 | 59 | $103.0M | 1,211,327 | 7 | 20 | 13 | 0.0% |
| Q4 2022 | 54 | $80.3M | 1,046,021 | 9 | 17 | 14 | 0.0% |
| Q3 2022 | 52 | $52.0M | 743,681 | 6 | 8 | 20 | 0.0% |
| Q2 2022 | 54 | $84.6M | 1,193,254 | 6 | 17 | 16 | 0.0% |
| Q1 2022 | 58 | $108.6M | 1,130,630 | 12 | 16 | 12 | 0.0% |
| Q4 2021 | 53 | $3.3B | 35,166,363 | 2 | 16 | 20 | 0.0% |
| Q3 2021 | 58 | $2.8B | 32,493,613 | 7 | 20 | 19 | 0.0% |
| Q2 2021 | 54 | $2.3B | 25,691,543 | 20 | 15 | 5 | 0.0% |
| Q1 2021 | 35 | $29.3M | 352,230 | 4 | 15 | 6 | 0.0% |
| Q4 2020 | 32 | $16.2M | 225,802 | 9 | 8 | 6 | 0.0% |
| Q3 2020 | 25 | $12.0M | 217,102 | 1 | 5 | 9 | 0.0% |
| Q2 2020 | 26 | $9.4M | 185,133 | 1 | 6 | 10 | 0.0% |
| Q1 2020 | 31 | $31.2M | 760,391 | 4 | 3 | 11 | 0.0% |
| Q4 2019 | 30 | $46.1M | 731,608 | 2 | 2 | 12 | 0.0% |
| Q3 2019 | 27 | $18.6M | 320,104 | 1 | 7 | 10 | 0.0% |
| Q2 2019 | 29 | $20.5M | 340,183 | 2 | 5 | 11 | 0.0% |
| Q1 2019 | 31 | $19.3M | 324,580 | 2 | 8 | 14 | 0.0% |
| Q4 2018 | 34 | $23.7M | 447,017 | 1 | 0 | 1 | 0.0% |