Vault-13

INVESCO EXCHANGE TRADED FD T PYZ

DORSEY WRGT BASC · ETP · CUSIP 46137V704

38 institutional holders -2 vs Q1 2026
187,605187.6k shares reported held*
$23.6mreported value*
4 new 9 added 15 reduced 6 sold out net sold ≈ $20.4m (-162.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $125.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 54Q4 22: 55Q1 23: 60Q2 23: 53Q3 23: 55Q4 23: 42Q1 24: 35Q2 24: 34Q3 24: 34Q4 24: 33Q1 25: 33Q2 25: 32Q3 25: 31Q4 25: 40Q1 26: 40Q2 26: 3838Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202254
Q4 202255
Q1 202360
Q2 202353
Q3 202355
Q4 202342
Q1 202435
Q2 202434
Q3 202434
Q4 202433
Q1 202533
Q2 202532
Q3 202531
Q4 202540
Q1 202640
Q2 202638

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 16 cut or sold outQ4 24: 9 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 17 cut or sold outQ2 25: 10 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 16 cut or sold outQ4 25: 21 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 18 bought or addedQ1 26: 18 cut or sold outQ2 26: 13 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241116
Q4 2024917
Q1 2025817
Q2 20251016
Q3 20251016
Q4 20252111
Q1 20261818
Q2 20261321

Biggest buyers

CITADEL ADVISORS LLC New +9,053+9.1k
GOLDMAN SACHS GROUP INC Added +8,259+8.3k
TWO SIGMA INVESTMENTS, LP New +4,200+4.2k
Cambridge Investment Research Advisors, Inc. Added +4,015+4.0k
JONES FINANCIAL COMPANIES LLLP Added +1,169+1.2k
MORGAN STANLEY Added +472+472
10Elms LLP New +336+336
NewEdge Advisors, LLC Added +333+333
Cetera Investment Advisers Added +230+230
Maltin Wealth Management, Inc. Added +106+106

Biggest sellers

Transamerica Financial Advisors, LLC Reduced -109,169-109.2k
Janney Montgomery Scott LLC Sold out -47,370-47.4k
AlphaCore Capital LLC Sold out -8,351-8.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -5,459-5.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -4,927-4.9k
Advisory Services Network, LLC Sold out -4,178-4.2k
LPL Financial LLC Reduced -3,515-3.5k
SILVER OAK SECURITIES, INCORPORATED Sold out -2,412-2.4k
MAI Capital Management Reduced -2,000-2.0k
Tower Research Capital LLC (TRC) Reduced -1,775-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 33,17433.2k $4.2m $4.2m 0.00% Reduced -3.5k -3,515
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22,70622.7k $2.9m $2.9m 0.00% Added +472 +472
3 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 22,26922.3k $2.8m $2.8m 0.01% Added +333 +333
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,07016.1k $2.0m $2.0m 0.00% Added +8.3k +8,259
5 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,10413.1k $1.6m $1.6m 0.00% Added +4.0k +4,015
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,31310.3k $1.3m $1.3m 0.00% Reduced -5.5k -5,459
7 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,0539.1k $1.1m $1.1m 0.00% New
8 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,7257.7k $972.1k $972.1k 0.00% Reduced -2.0k -2,000
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,0706.1k $763.8k $763.8k 0.00% Reduced -46 -46
10 Maltin Wealth Management, Inc. 0.23% of their portfolio RIDGEWOOD, NJ 5,5365.5k $696.7k $696.7k 0.23% Added +106 +106
11 Trueblood Wealth Management, LLC 0.20% of their portfolio LIMA, OH 4,5704.6k $575.1k $575.1k 0.20% Added +74 +74
12 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 4,2004.2k $528.5k $528.5k 0.00% New
13 Pacific Sun Financial Corp 0.18% of their portfolio LOS ANGELES, CA 3,5403.5k $445.5k $445.5k 0.18% Reduced -20 -20
14 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,3683.4k $423.8k $423.8k 0.00% Reduced -4 -4
15 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 2,9472.9k $370.8k $370.8k 0.01% Reduced -1.8k -1,775
16 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 2,6482.6k $333.2k $333.2k 0.03% Reduced -29 -29
17 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,5212.5k $317.3k $317.3k 0.00% Reduced -118 -118
18 Genesee Capital Advisors, LLC 0.10% of their portfolio AUBURN, NY 2,4072.4k $302.9k $302.9k 0.10% Unchanged
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,2402.2k $282.8k $282.8k 0.00% Added +1.2k +1,169
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,2342.2k $281.1k $281.1k 0.00% Added +4 +4
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,2242.2k $280.0k $280.0k 0.00% Reduced -619 -619
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 2,1642.2k $272.3k $272.3k 0.00% Added +230 +230
23 Mason Investment Advisory Services, Inc. 0.01% of their portfolio RESTON, VA 1,9121.9k $240.6k $240.6k 0.01% Reduced -19 -19
24 PDS Planning, Inc 0.01% of their portfolio DUBLIN, OH 983983 $123.7k $123.7k 0.01% Unchanged
25 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 768768 $96.6k $96.6k 0.00% Unchanged
26 Transamerica Financial Advisors, LLC 0.01% of their portfolio CEDAR RAPIDS, IA 709709 $89.2k $89.2k 0.01% Reduced -109.2k -109,169
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 562562 $70.7k $70.7k 0.00% Reduced -34 -34
28 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 338338 $42.5k $42.5k 0.02% Unchanged
29 10Elms LLP 0.02% of their portfolio TULSA, OK 336336 $42.3k $42.3k 0.02% New
30 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 213213 $26.7k $26.7k 0.01% Unchanged
31 FMR LLC 0.00% of their portfolio BOSTON, MA 163163 $20.5k $20.5k 0.00% Reduced -16 -16
32 HORIZON BANCORP INC /IN/ 0.01% of their portfolio MICHIGAN CITY, IN 157157 $20.0k $20.0k 0.01% Unchanged
33 Sankala Group LLC 0.01% of their portfolio LYONS, CO 103103 $12.9k $12.9k 0.01% Reduced -16 -16
34 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 101101 $12.7k $12.7k 0.00% New
35 MTM Investment Management, LLC 0.00% of their portfolio SPARTANBURG, SC 8787 $10.9k $10.9k 0.00% Unchanged
36 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8282 $10.3k $10.3k 0.00% Unchanged
37 Register Financial Advisors LLC 0.00% of their portfolio ATLANTA, GA 77 $881 $881 0.00% Unchanged
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $81 $81 0.00% Unchanged