Who Owns INVESCO EXCHANGE TRADED FD T (PWC)? -- Institutional Holders (2026-06-30)
45 institutions reported holding $16.2M of INVESCO EXCHANGE TRADED FD T (PWC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($4.3M), Institute for Wealth Management, LLC. ($2.9M), MORGAN STANLEY ($2.3M), RAYMOND JAMES FINANCIAL INC ($959,425), COMMONWEALTH EQUITY SERVICES, LLC ($730,920). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $4.3M | 83,565 | Trimmed |
| 2 | Institute for Wealth Management, LLC. | $2.9M | 56,975 | Added |
| 3 | MORGAN STANLEY | $2.3M | 44,735 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $959,425 | 18,710 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $730,920 | 14,254 | Trimmed |
| 6 | GOLDMAN SACHS GROUP INC | $580,996 | 11,330 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $511,388 | 9,972 | Added |
| 8 | BANK OF MONTREAL /CAN/ | $426,132 | 8,310 | Hold |
| 9 | TRUIST FINANCIAL CORP | $326,137 | 6,360 | Added |
| 10 | Evanson Financial, LLC | $308,753 | 6,021 | New |
| 11 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $303,238 | 5,913 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $266,909 | 5,205 | New |
| 13 | WELLS FARGO & COMPANY/MN | $266,010 | 5,187 | Hold |
| 14 | UBS Group AG | $264,753 | 5,163 | Added |
| 15 | Creative Planning | $231,778 | 4,520 | Hold |
| 16 | J.W. COLE ADVISORS, INC. | $217,889 | 4,249 | New |
| 17 | JONES FINANCIAL COMPANIES LLLP | $167,913 | 3,277 | Trimmed |
| 18 | ROTHSCHILD INVESTMENT LLC | $153,838 | 3,000 | Hold |
| 19 | Clearstead Advisors, LLC | $151,628 | 2,957 | Added |
| 20 | GLENMEDE TRUST CO NA | $109,225 | 2,130 | Trimmed |
| 21 | BELLEVUE ASSET MANAGEMENT, LLC | $98,456 | 1,920 | Hold |
| 22 | FMR LLC | $96,398 | 1,880 | Hold |
| 23 | NATIONAL BANK OF CANADA /FI/ | $92,178 | 1,800 | Hold |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $64,047 | 1,249 | Added |
| 25 | JPMORGAN CHASE & CO | $56,895 | 1,110 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30