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Disclosery

PCY INVESCO EXCH TRADED FD TR II

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EMRNG MKT SVRG (fund)

207 managers (209 13F filers) reported a position in PCY shares at 2025-12-31, 39,898,497 shares in all. 26 filers opened a position and 13 filers sold out during the quarter.

Managers
207
13F filers
209
New
26
Added
74
Reduced
70
Sold out
13
Shares held by filers
39,898,497

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/22,595,203$489M0.04%+462,92213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,599,005$56.3M0.01%+519,30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,258,988$48.9M0.01%-19,00513F-HRTimelineGroup
SYON CAPITAL LLC1,308,476$28.3M1.41%+11,74413F-HRTimeline
UBS Group AGgroup of 2 filers holding941,810$20.4M+222,021Timeline
LPL Financial LLC841,399$18.2M<0.01%+54,92713F-HRTimeline
Financial & Tax Architects, LLC645,169$14M3.14%+415,58013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC434,396$9.41M<0.01%-11,68513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY377,591$8.18M<0.01%-252,23913F-HR/ATimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.371,321$8.04M0.03%-1,77313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…353,713$7.67M0.01%-33,06713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.343,653$7.44M<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC341,267$7.39M0.06%+13,09913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC325,633$7.05M<0.01%+9,51213F-HRTimelineGroup
Man Group plcin group Man Group plc294,583$6.38M0.01%-38,56113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC273,689$5.93M0.13%-10,34813F-HRTimeline
Towercrest Capital Management241,373$5.23M0.82%-29,96913F-HRTimeline
Alliance Wealth Management Group230,465$4.99M1.1%-26,48913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/227,100$4.92M<0.01%+221,10013F-HRTimelineGroup
Wealthfront Advisers LLC215,862$4.68M0.01%-141,85813F-HRTimeline
SigFig Wealth Management, LLC181,805$3.96M0.12%+5,16613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC178,224$3.86M<0.01%+156,65913F-HR/ATimelineGroup
KINTRA WEALTH, LLC172,922$3.75M0.52%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC143,548$3.11M<0.01%+3,67013F-HRTimelineGroup
MONECO ADVISORS, LLC136,931$2.97M0.24%+5,35813F-HRTimeline
RFG Advisory, LLC124,741$2.7M0.05%+11,02213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC123,309$2.67M0.44%-74,26413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,761$2.46M<0.01%+7,53313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/110,206$2.39M<0.01%-3,24913F-HRTimelineGroup
Janney Montgomery Scott LLC98,605$2.14M<0.01%+86,83913F-HRTimeline
Sharper & Granite LLC98,315$2.13M0.75%-2,85013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,926$1.95M<0.01%-2,47613F-HRTimelineGroup
Omega Financial Group, LLC88,399$1.91M0.64%-1,89713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,075$1.8M<0.01%+13,28813F-HRTimelineGroup
Probity Advisors, Inc.82,340$1.78M0.29%-3913F-HRTimeline
SIMON QUICK ADVISORS, LLC78,498$1.7M0.07%-45513F-HRTimeline
Ausdal Financial Partners, Inc.75,000$1.62M0.08%+9,20313F-HRTimeline
MML INVESTORS SERVICES, LLC74,685$1.62M<0.01%+33,47713F-HRTimeline
World Investment Advisors72,995$1.58M0.03%+7,76813F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,015$1.54M<0.01%-41313F-HRTimelineGroup
Betterment LLC70,287$1.52M<0.01%-31,37813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC69,195$1.5M<0.01%-2,20513F-HRTimelineGroup
Proficio Capital Partners LLC68,585$1.49M0.1%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC68,327$1.48M<0.01%+6,84213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,811$1.38M<0.01%+39,23113F-HRTimelineGroup
Endowment Wealth Management, Inc.62,248$1.35M0.62%-1,77613F-HRTimeline
Sound Income Strategies, LLC59,874$1.3M0.06%+53,20213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,560$1.1M<0.01%-4,26313F-HRTimelineGroup
Cetera Investment Advisers46,726$1.01M<0.01%+9,34513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC44,056$954K<0.01%-2,36513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,389$940K<0.01%+15,03013F-HRTimelineGroup
Robinswood Financial LLC42,966$931K0.3%-1,82213F-HRTimeline
Cambridge Investment Research Advisors,…41,651$902K<0.01%+20,29213F-HRTimeline
HighTower Advisors, LLC41,336$895K<0.01%new13F-HRTimeline
Red Wave Investments LLC39,818$862K0.26%-67113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP39,457$855K0.02%-67613F-HRTimeline
Total Clarity Wealth Management, Inc.38,458$833K0.2%+3,82613F-HRTimeline
FLOW TRADERS U.S. LLC37,535$813K0.03%-37,65913F-HRTimeline
Legacy Wealth Asset Management, LLC36,638$794K0.19%+1,20313F-HRTimeline
Sanctuary Advisors, LLC35,337$765K<0.01%-64013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC34,922$756K0.05%-73813F-HR/ATimeline
City Center Advisors, LLC34,874$755K0.7%+7,82813F-HRTimeline
Sowell Financial Services LLC34,232$741K0.03%+91013F-HRTimeline
RiverTree Advisors, LLC33,868$734K0.47%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,027$715K0.01%+8,35713F-HRTimelineGroup
Private Advisor Group, LLC32,845$711K<0.01%-5,83413F-HRTimeline
Signal Advisors Wealth, LLC32,688$708K0.06%+10,47413F-HRTimeline
Fortress Financial Solutions, LLC32,527$705K0.72%+6,18813F-HRTimeline
Tailwinds Wealth, LLC31,243$677K0.73%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,896$648K0.01%+29,50713F-HRTimelineGroup
Net Worth Advisory Group29,066$630K0.13%+1,48213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp28,968$627K<0.01%-66513F-HRTimelineGroup
Delta Wealth Advisors LLC27,777$602K0.5%-78,99513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,022$585K<0.01%-19613F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.26,872$582K0.03%-75213F-HRTimeline
WBH ADVISORY INC25,587$554K0.04%-7313F-HRTimeline
Blue Fin Capital, Inc.25,197$546K0.08%-10513F-HRTimeline
Prosperity Consulting Group, LLC25,043$542K0.02%-5,58413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …24,988$541K0.03%new13F-HRTimeline
Great Waters Wealth Management24,372$528K0.06%-43013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,162$523K+2,235Timeline
Wealthspire Advisors, LLC22,723$492K<0.01%-1,02113F-HRTimeline
&PARTNERS22,468$487K<0.01%+5,67813F-HRTimeline
Quantinno Capital Management LP21,792$472K<0.01%-24513F-HRTimeline
Stewardship Advisors, LLC20,628$447K0.1%-25213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,573$446K<0.01%+8,05813F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,175$437K0.01%+3,45013F-HRTimeline
WESBANCO BANK INC20,000$433K0.01%new13F-HRTimeline
SGL Investment Advisors, Inc.19,880$430K0.17%+3,68413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,534$423K<0.01%-10,19213F-HRTimeline
Three Bridge Wealth Advisors, LLC19,519$423K0.11%+4,79713F-HRTimeline
Keystone Wealth Services, LLC19,502$422K0.09%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,610$403K0.01%+1,42013F-HR/ATimeline
Colonial River Investments, LLC18,519$401K0.14%+1,31613F-HRTimeline
Steward Partners Investment Advisory, L…18,109$392K<0.01%+31313F-HRTimeline
Sequoia Financial Advisors, LLC18,068$391K<0.01%-61113F-HRTimeline
Asset Allocation Strategies LLC17,912$388K0.07%+1,47613F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV17,311$375K0.03%new13F-HRTimeline
Dynamic Advisor Solutions LLC16,996$368K0.01%+8013F-HRTimeline
Advisory Services Network, LLC16,844$365K0.01%-2,16713F-HRTimeline
Crabel Capital Management, LLC16,680$361K0.27%-87813F-HRTimeline
ROCKLAND TRUST CO16,629$360K0.01%+4813F-HRTimeline
Auour Investments LLC15,753$341K0.11%+5,62813F-HRTimeline
WFA of San Diego, LLC15,075$327K0.24%+39213F-HRTimeline
DUNCKER STREETT & CO INC14,750$319K0.06%013F-HRTimeline
Keating Financial Advisory Services, In…13,956$302K0.04%13F-HRTimeline
Flywheel Private Wealth LLC13,912$301K0.19%-813F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,744$298K0.01%-1913F-HRTimeline
RPg Family Wealth Advisory, LLC13,339$289K0.06%-1,41313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,312$288K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC13,185$286K0.01%-18713F-HRTimeline
Factor Wealth Management LTD13,166$285K0.06%+34313F-HRTimeline
Risk Paradigm Group, LLC12,761$276K0.27%13F-HRTimeline
SeaCrest Wealth Management, LLC12,713$275K0.03%-23013F-HRTimeline
Farther Finance Advisors, LLC12,600$273K<0.01%+11,99413F-HRTimeline
Simplicity Wealth,LLC12,363$268K0.02%new13F-HRTimeline
Worth Asset Management, LLC12,265$266K0.11%+11413F-HRTimeline
IHT Wealth Management, LLC11,334$245K0.01%+58113F-HRTimeline
Arete Wealth Advisors, LLC11,096$240K0.02%+77113F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV10,852$235K<0.01%+57013F-HRTimeline
MAI Capital Management10,852$235K<0.01%-35313F-HRTimeline
Post Resch Tallon Group Inc.10,593$229K0.19%-80013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,500$227K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,270$222K<0.01%+5813F-HRTimelineGroup
City State Bank10,250$222K0.06%013F-HRTimeline
Zullo Investment Group, Inc.10,248$222K0.08%013F-HRTimeline
OpenArc Corporate Advisory, LLC10,196$221K<0.01%13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,083$218K0.04%13F-HRTimeline
Friedenthal Financial10,030$217K0.11%-73713F-HRTimeline
Sequent Planning LLC10,009$217K0.06%-3713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,780$212K0.02%new13F-HRTimeline
Sigma Planning Corp9,750$211K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,662$209K<0.01%-1,67313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,472$205K<0.01%new13F-HRTimelineGroup
COMERICA BANK7,618$165K<0.01%-3013F-HRTimeline
CoreCap Advisors, LLC7,447$161K0.01%+6,78413F-HRTimeline
Rosenberg Matthew Hamilton7,320$159K0.03%-74513F-HRTimeline
Murphy & Mullick Capital Management Corp7,301$158K0.11%-1,92313F-HRTimeline
BLAIR WILLIAM & CO/IL5,678$123K<0.01%+6413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,219$113K<0.01%+1,17713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,850$105K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,404$95.4K<0.01%-74,54813F-HRTimelineGroup
Geneos Wealth Management Inc.2,719$58.9K<0.01%+1413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,524$54.7K0.01%013F-HRTimelineGroup
Breakwater Investment Management2,230$48.3K0.02%013F-HRTimeline
Founders Financial Alliance, LLC1,526$33.1K0.01%+913F-HRTimeline
Realta Investment Advisors1,431$31K0.01%+26713F-HRTimeline
SOA Wealth Advisors, LLC.1,247$27K<0.01%+1813F-HRTimeline
Cape Investment Advisory, Inc.1,140$24.7K0.01%+1,14013F-HRTimeline
AE Wealth Management LLC1,032$22.4K<0.01%+28813F-HRTimeline
Global Trust Asset Management, LLC1,000$21.7K0.01%-50013F-HRTimeline
IFP Advisors, Inc933$20.2K<0.01%+313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich813$17.6K<0.01%+413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…783$17K<0.01%-30813F-HRTimelineGroup
NewEdge Advisors, LLC752$16.3K<0.01%+413F-HRTimeline
Tidemark, LLC612$13.3K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC603$13.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN598$13K<0.01%013F-HRTimeline
Allworth Financial LP574$12.4K<0.01%-43313F-HRTimeline
Fourth Dimension Wealth, LLC553$12K<0.01%-26313F-HRTimeline
FIRST COMMUNITY TRUST NA500$10.8K0.01%013F-HRTimeline
Noble Wealth Management PBC500$10.8K0.01%013F-HRTimeline
Operose Advisors LLC429$9.29K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH428$9.27K<0.01%+25513F-HRTimeline
HARBOUR INVESTMENTS, INC.414$8.96K<0.01%-513F-HRTimeline
Smartleaf Asset Management LLC410$8.92K<0.01%-57913F-HRTimeline
Front Row Advisors LLC410$8.88K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC404$8.77K<0.01%-113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…368$7.97K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC363$7.86K<0.01%013F-HRTimeline
Copia Wealth Management348$7.54K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC332$7.19K<0.01%013F-HRTimeline
Archer Investment Corp308$6.67K<0.01%013F-HRTimeline
Key Financial Inc300$6.5K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC292$6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC277$6K<0.01%+5513F-HRTimelineGroup
Blue Trust, Inc.242$5.24K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC228$5K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC210$4.55K<0.01%13F-HRTimeline
Westfuller Advisors, LLC209$4.53K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC207$4.48K<0.01%-324,13113F-HRTimelineGroup
Triumph Capital Management185$4.01K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT158$3.42K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC142$3.08K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC139$3K<0.01%+6613F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…124$2.69K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management122$2.64K<0.01%+513F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.114$2.47K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV90$1.95K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)80$1.73K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.77$1.67K<0.01%013F-HRTimeline
HighMark Wealth Management LLC50$1.08K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC46$996<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC46$996<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC43$920<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC39$847<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37$801<0.01%013F-HRTimeline
Estate Planners Group, LLC31$672<0.01%13F-HRTimeline
United Financial Planning Group LLC21$455<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC18$390<0.01%new13F-HRTimeline