117 institutions reported holding $215.6M of INVESCO EXCHANGE TRADED FD T (PTF) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($48.7M), MORGAN STANLEY ($24.8M), BANK OF AMERICA CORP /DE/ ($15.8M), Transamerica Financial Advisors, LLC ($13.6M), RAYMOND JAMES FINANCIAL INC ($8.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $48.7M | 564,327 | Added |
| 2 | MORGAN STANLEY | $24.8M | 286,912 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $15.8M | 182,668 | Added |
| 4 | Transamerica Financial Advisors, LLC | $13.6M | 157,169 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.3M | 96,385 | Trimmed |
| 6 | Janney Montgomery Scott LLC | $6.8M | 79,195 | Trimmed |
| 7 | Paller Financial Services Inc | $6.4M | 74,568 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $5.8M | 67,103 | Trimmed |
| 9 | AMERIPRISE FINANCIAL INC | $4.5M | 51,598 | Trimmed |
| 10 | THEORY FINANCIAL LLC | $4.4M | 50,614 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $4.4M | 50,398 | Trimmed |
| 12 | Royal Bank of Canada | $3.9M | 45,210 | Added |
| 13 | UBS Group AG | $3.5M | 40,282 | Trimmed |
| 14 | Merit Financial Group, LLC | $3.4M | 39,077 | Trimmed |
| 15 | StoneX Group Inc. | $3.3M | 38,769 | Added |
| 16 | IMC-Chicago, LLC | $2.9M | 33,697 | Added |
| 17 | Farther Finance Advisors, LLC | $2.9M | 32,283 | Hold |
| 18 | Cambridge Investment Research Advisors, Inc. | $2.4M | 28,030 | Trimmed |
| 19 | Colter Lewis Investment Partners LLC | $2.3M | 26,249 | New |
| 20 | MISSION WEALTH MANAGEMENT, LP | $2.1M | 24,300 | Hold |
| 21 | Bawa N Mallick Trust | $2.1M | 24,000 | Hold |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 23,266 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 21,130 | Trimmed |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $1.7M | 20,000 | New |
| 25 | Summit Financial, LLC | $1.7M | 19,646 | New |
Source: SEC Form 13F filings · as of 2026-03-31