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Disclosery

PCY INVESCO EXCH TRADED FD TR II

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EMRNG MKT SVRG (fund)

185 managers (185 13F filers) reported a position in PCY shares at 2025-03-31, 40,352,814 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
185
13F filers
185
New
20
Added
60
Reduced
67
Sold out
20
Shares held by filers
40,352,814

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,047,871$425M0.04%+528,91813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,128,102$63.1M0.01%-26,50813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,908,567$58.7M0.01%-362,23713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,176,749$43.9M0.01%-68,58913F-HRTimelineGroup
SYON CAPITAL LLC1,831,035$36.9M3.01%+89,44113F-HRTimeline
Wealthfront Advisers LLC701,155$14.1M0.04%-230,53513F-HRTimeline
LPL Financial LLC684,397$13.8M0.01%-66,82913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…515,882$10.4M0.02%-190,46313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY447,439$9.02M<0.01%-222,49913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC419,158$8.45M<0.01%+59,53013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.396,491$8M0.03%-5,96813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC382,727$7.72M0.01%-11,21113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC331,860$6.7M<0.01%-7,69713F-HRTimelineGroup
Waverly Advisors, LLC317,217$6.4M0.08%+11,82413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC288,367$5.82M0.2%-6,41413F-HRTimeline
Towercrest Capital Management271,046$5.47M1.04%+7,46813F-HRTimeline
Alliance Wealth Management Group256,729$5.18M1.39%+13,78213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC210,860$4.25M<0.01%+56,43913F-HRTimelineGroup
CoreCap Advisors, LLC151,353$3.05M0.13%+151,09313F-HRTimeline
MONECO ADVISORS, LLC137,259$2.77M0.29%-53913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.132,626$2.68M0.01%+24,10813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC121,867$2.46M<0.01%+16,74513F-HR/ATimelineGroup
SigFig Wealth Management, LLC189,175$2.37M0.09%+4,36413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP117,272$2.37M0.04%new13F-HRTimeline
Delta Wealth Advisors LLC110,437$2.23M2.02%+7,60113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/108,425$2.19M<0.01%+4,53713F-HRTimelineGroup
RFG Advisory, LLC105,339$2.12M0.06%+6,60513F-HRTimeline
Omega Financial Group, LLC92,605$1.87M0.72%-2,39313F-HRTimeline
Probity Advisors, Inc.91,357$1.84M0.35%-6,19213F-HRTimeline
Sharper & Granite LLC90,230$1.82M0.75%+7,77513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,872$1.81M<0.01%-1,72513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,927$1.79M<0.01%+73,18713F-HRTimelineGroup
Asset Allocation Strategies LLC85,295$1.72M0.43%+9,69113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,446$1.6M<0.01%+1,73913F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC76,356$1.54M<0.01%-3,94313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…76,111$1.54M0.01%-10,68413F-HRTimelineGroup
Proquility Private Wealth Partners, LLC72,283$1.46M0.45%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,144$1.4M<0.01%+63513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,230$1.3M<0.01%-7,33113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC58,071$1.17M<0.01%+27,70013F-HRTimelineGroup
World Investment Advisors56,773$1.15M0.03%-7,96613F-HRTimeline
SeaCrest Wealth Management, LLC52,662$1.06M0.12%+19613F-HRTimeline
FLOW TRADERS U.S. LLC52,498$1.06M0.04%-2,49613F-HRTimeline
Robinswood Financial LLC47,171$951K0.35%-2,34713F-HRTimeline
Private Advisor Group, LLC46,786$944K0.01%+1,29113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP46,484$938K0.02%-1,33213F-HRTimeline
OLD MISSION CAPITAL LLC46,223$932K0.02%new13F-HRTimeline
Endowment Wealth Management, Inc.45,450$917K0.59%+7,15613F-HRTimeline
MML INVESTORS SERVICES, LLC44,497$898K<0.01%-10,88113F-HRTimeline
Betterment LLC43,967$887K<0.01%-16,03613F-HRTimeline
Red Wave Investments LLC43,084$869K0.31%-2,82213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC42,164$850K0.01%013F-HRTimelineGroup
Prosperity Consulting Group, LLC41,605$839K0.06%-1,84913F-HRTimeline
Sanctuary Advisors, LLC36,858$743K0.01%-65913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC36,635$739K0.07%+1,61213F-HR/ATimeline
Legacy Wealth Asset Management, LLC34,729$700K0.19%-97713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,815$662K<0.01%+18,69513F-HRTimelineGroup
Sowell Financial Services LLC32,703$660K0.03%+69613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,602$637K<0.01%-354,11113F-HRTimelineGroup
Cetera Investment Advisers30,039$606K<0.01%-2,23313F-HRTimeline
Perigon Wealth Management, LLC29,011$585K0.02%-4,89513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,453$574K<0.01%+1,02513F-HRTimeline
Net Worth Advisory Group27,876$562K0.18%+77313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …26,516$535K0.03%-17313F-HRTimelineGroup
WBH ADVISORY INC26,319$531K0.05%-113F-HRTimeline
Wealthspire Advisors, LLC25,849$521K<0.01%-3,22613F-HRTimeline
Great Waters Wealth Management25,581$516K0.07%-31513F-HRTimeline
Simplicity Wealth,LLC25,399$512K0.04%new13F-HRTimeline
Blue Fin Capital, Inc.25,348$511K0.1%-7413F-HRTimeline
Fortress Financial Solutions, LLC22,395$452K0.65%+1,77013F-HRTimeline
Cambridge Investment Research Advisors,…22,195$448K<0.01%-5,09913F-HRTimeline
Total Clarity Wealth Management, Inc.22,127$439K0.14%-42213F-HRTimeline
Sequoia Financial Advisors, LLC21,555$435K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,193$427K0.01%-20,86813F-HRTimelineGroup
Stewardship Advisors, LLC20,548$414K0.11%-46,76713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,133$406K<0.01%-6,03313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,354$388K<0.01%+7,45713F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP18,757$378K<0.01%+1,71313F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,450$372K<0.01%-81713F-HRTimeline
City Center Advisors, LLC18,299$369K0.43%+7,95513F-HRTimeline
HRT FINANCIAL LP18,279$368K<0.01%+7,70913F-HRTimeline
B. Riley Wealth Advisors, Inc.17,229$348K0.01%+9613F-HRTimeline
Dynamic Advisor Solutions LLC17,222$347K0.01%-1113F-HRTimeline
Worth Asset Management, LLC17,207$347K0.19%new13F-HRTimeline
ROCKLAND TRUST CO16,699$337K0.02%-8213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,493$333K<0.01%-3,06113F-HRTimelineGroup
RPg Family Wealth Advisory, LLC16,010$323K0.09%+39613F-HRTimeline
Three Bridge Wealth Advisors, LLC15,377$310K0.11%+34713F-HRTimeline
Murphy & Mullick Capital Management Corp15,187$306K0.3%-2,89513F-HRTimeline
DOHJ, LLC14,847$299K0.07%new13F-HRTimeline
DUNCKER STREETT & CO INC14,750$298K0.06%-25513F-HRTimeline
Flywheel Private Wealth LLC13,935$281K0.26%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,763$278K0.01%-6013F-HRTimeline
Factor Wealth Management LTD13,011$262K0.08%new13F-HRTimeline
Modern Wealth Management, LLC12,812$258K0.01%new13F-HR/ATimeline
Virtue Capital Management, LLC12,812$258K0.03%new13F-HRTimeline
Atria Wealth Solutions, Inc.12,371$250K<0.01%-87913F-HRTimeline
Quantinno Capital Management LP12,294$248K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC11,292$228K0.01%-94813F-HRTimeline
Friedenthal Financial11,107$224K0.13%-79013F-HRTimeline
Arete Wealth Advisors, LLC10,785$218K0.02%+25813F-HRTimeline
SGL Investment Advisors, Inc.11,094$217K0.11%new13F-HRTimeline
Sigma Planning Corp10,750$217K0.01%new13F-HRTimeline
Annex Advisory Services, LLC10,639$215K0.01%-7,61413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,503$212K<0.01%+2,96213F-HRTimelineGroup
Integrated Wealth Concepts LLC10,457$211K<0.01%013F-HRTimeline
Post Resch Tallon Group Inc.10,393$210K0.21%-52913F-HRTimeline
City State Bank10,250$207K0.07%013F-HRTimeline
Zullo Investment Group, Inc.10,188$205K0.09%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC10,075$203K0.09%013F-HRTimeline
MAI Capital Management9,966$201K<0.01%-5313F-HRTimeline
Rosenberg Matthew Hamilton9,101$184K0.05%-6813F-HRTimeline
COMERICA BANK8,279$167K<0.01%-1,92313F-HRTimeline
Geneos Wealth Management Inc.6,014$146K<0.01%+2,76413F-HRTimeline
BLAIR WILLIAM & CO/IL6,123$124K<0.01%-1,59513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,050$122K<0.01%-13713F-HRTimelineGroup
Sound Income Strategies, LLC4,855$97.9K0.01%+83013F-HRTimeline
Breakwater Investment Management4,735$95.5K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,850$92K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC4,298$86.7K<0.01%+6013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,472$70K<0.01%-8113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners3,230$65.1K0.01%-1,08413F-HRTimelineGroup
AE Wealth Management LLC1,634$33K<0.01%-89513F-HRTimeline
Fourth Dimension Wealth, LLC1,595$32.2K0.02%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,563$31.5K0.03%13F-HRTimeline
Founders Financial Alliance, LLC1,497$30.2K0.01%+1113F-HRTimeline
IFP Advisors, Inc1,383$27.9K<0.01%+4213F-HRTimeline
Farther Finance Advisors, LLC1,262$25.5K<0.01%+55813F-HRTimeline
SOA Wealth Advisors, LLC.1,191$24K0.01%+1913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,091$22K<0.01%+33113F-HRTimelineGroup
Versant Capital Management, Inc1,036$20.9K<0.01%-136,43413F-HRTimeline
Aptus Capital Advisors, LLC1,033$20.8K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,000$20.2K<0.01%+21713F-HRTimelineGroup
FIRST COMMUNITY TRUST NA1,000$20.2K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,000$20.2K<0.01%+8313F-HRTimeline
CW Advisors, LLC20,823$18.6K<0.01%-48713F-HRTimeline
Allworth Financial LP905$17.9K<0.01%-24113F-HRTimeline
Tidemark, LLC861$17.4K0.01%+313F-HRTimeline
EPG Wealth Management LLC849$17.1K<0.01%+1313F-HRTimeline
Cape Investment Advisory, Inc.845$17K0.01%+1413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich806$16.2K<0.01%+6713F-HR/ATimeline
Realta Investment Advisors782$15.8K0.01%+15913F-HRTimeline
Continuum Advisory, LLC661$13.3K<0.01%+413F-HRTimeline
Front Row Advisors LLC605$12.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN598$12.1K<0.01%013F-HRTimeline
Fairway Wealth LLC505$10.2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA415$8.37K<0.01%013F-HRTimelineGroup
SVB WEALTH LLC406$8.19K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC391$7.89K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC355$7.16K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.348$7.02K<0.01%013F-HRTimeline
Archer Investment Corp308$6.21K<0.01%013F-HRTimeline
Key Financial Inc300$6.05K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC292$6K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH297$5.99K<0.01%-30313F-HRTimeline
CWM, LLCin group CWM, LLC254$5K<0.01%+3213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC251$4.97K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.244$4.91K<0.01%+313F-HRTimelineGroup
AMERIFLEX GROUP, INC.231$4.66K<0.01%013F-HRTimeline
Westside Investment Management, Inc.198$3.99K<0.01%013F-HRTimeline
Blue Trust, Inc.174$3.51K<0.01%-8113F-HRTimeline
Northwest Capital Management Inc170$3.43K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…164$3.31K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC144$3K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC140$2.82K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.121$2.44K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management117$2.35K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV90$1.81K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC81$1.64K<0.01%+1513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC74$1.49K<0.01%new13F-HRTimeline
Transce3nd, LLC69$1.39K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC68$1.37K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC66$1.34K<0.01%+113F-HRTimeline
Towne Trust Company, N.A64$1.29K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC46$928<0.01%-313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43$867<0.01%013F-HRTimeline
Cornerstone Planning Group LLC41$789<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37$746<0.01%013F-HRTimeline
PSI Advisors, LLC23$464<0.01%013F-HRTimeline
Center for Financial Planning, Inc.17$343<0.01%013F-HRTimeline
Sunbelt Securities, Inc.5$102<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4$81<0.01%013F-HRTimeline
MATHER GROUP, LLC.1$20<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC1$20<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.