Who Owns INVESCO EXCHANGE TRADED FD T (PWC)? -- Institutional Holders (2026-03-31)
45 institutions reported holding $15.4M of INVESCO EXCHANGE TRADED FD T (PWC) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($4.2M), Institute for Wealth Management, LLC. ($2.8M), MORGAN STANLEY ($2.3M), RAYMOND JAMES FINANCIAL INC ($836,734), COMMONWEALTH EQUITY SERVICES, LLC ($758,630). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $4.2M | 84,763 | Trimmed |
| 2 | Institute for Wealth Management, LLC. | $2.8M | 56,973 | Trimmed |
| 3 | MORGAN STANLEY | $2.3M | 45,284 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $836,734 | 16,773 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $758,630 | 15,207 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $599,441 | 12,016 | Added |
| 7 | OSAIC HOLDINGS, INC. | $497,333 | 9,968 | Trimmed |
| 8 | BANK OF MONTREAL /CAN/ | $414,560 | 8,310 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $311,245 | 6,239 | Trimmed |
| 10 | Evanson Asset Management, LLC | $300,369 | 6,021 | Hold |
| 11 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $294,611 | 5,906 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $258,770 | 5,187 | New |
| 13 | UBS Group AG | $256,868 | 5,149 | Trimmed |
| 14 | Creative Planning | $225,484 | 4,520 | Hold |
| 15 | JONES FINANCIAL COMPANIES LLLP | $174,188 | 3,524 | Trimmed |
| 16 | MAI Capital Management | $151,008 | 3,027 | Hold |
| 17 | ROTHSCHILD INVESTMENT LLC | $149,661 | 3,000 | Hold |
| 18 | GLENMEDE TRUST CO NA | $106,807 | 2,141 | Trimmed |
| 19 | BELLEVUE ASSET MANAGEMENT, LLC | $95,782 | 1,920 | Hold |
| 20 | FMR LLC | $93,780 | 1,880 | Hold |
| 21 | NATIONAL BANK OF CANADA /FI/ | $89,802 | 1,800 | Hold |
| 22 | Clearstead Advisors, LLC | $83,810 | 1,680 | Hold |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $62,024 | 1,243 | Added |
| 24 | JPMORGAN CHASE & CO | $54,736 | 1,110 | Hold |
| 25 | UMB BANK N A/MO | $49,887 | 1,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31