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Disclosery

PDN INVESCO EXCH TRADED FD TR II

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ETF (fund)

104 managers (106 13F filers) reported a position in PDN shares at 2026-03-31, 4,664,228 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
104
13F filers
106
New
11
Added
33
Reduced
30
Sold out
7
Shares held by filers
4,664,228

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Charles Schwab Trust Cogroup of 2 filers holding2,053,836$89.1M-165,229Timeline
Invesco Ltd.in group Invesco Ltd.251,146$10.9M<0.01%-113,01713F-HRTimelineGroup
Opes Wealth Management LLC194,811$8.45M1.44%-3,00013F-HRTimeline
HighTower Advisors, LLC184,062$7.98M0.01%-52413F-HRTimeline
LPL Financial LLC182,638$7.92M<0.01%+155,46913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC177,701$7.71M0.01%+138,21313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,571$4.8M0.01%+84,34313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC107,557$4.66M<0.01%+2,51213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS106,802$4.63M0.01%+41713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV100,709$4.37M1.14%-6,74213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC98,035$4.25M0.44%-6,06113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…96,193$4.17M0.01%-68,40513F-HRTimelineGroup
Robinswood Financial LLC84,288$3.66M1.15%-2,22413F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth76,754$3.33M<0.01%+12313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY64,691$2.81M<0.01%+3,83913F-HRTimelineGroup
KWB Wealth49,988$2.11M0.21%-58413F-HRTimeline
Modern Wealth Management, LLC44,730$1.97M0.03%-13813F-HRTimeline
Crusonia Wealth Advisors LLC37,095$1.61M0.33%+7013F-HRTimeline
CIBC WORLD MARKET INC.30,966$1.34M<0.01%+2,92113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC30,388$1.32M0.24%-66313F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,303$1.31M<0.01%-7813F-HR/ATimelineGroup
L & S Advisors Inc29,724$1.29M0.16%+13913F-HRTimeline
FLOW TRADERS U.S. LLC29,493$1.28M0.04%new13F-HRTimeline
Creative Planningin group Creative Planning29,043$1.26M<0.01%+1,91513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,608$1.02M<0.01%-1,84513F-HRTimelineGroup
Virtus Family Office LLC22,309$968K0.83%new13F-HRTimeline
SMITH, MOORE & CO.22,244$965K0.07%+31013F-HRTimeline
Klingman & Associates, LLC21,342$926K0.04%013F-HRTimeline
Beckerman Institutional, LLC17,344$752K0.4%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,299$750K<0.01%-33213F-HRTimeline
AlphaCore Capital LLC17,176$745K0.02%-4213F-HRTimeline
Robertson Stephens Wealth Management, L…16,278$706K0.02%013F-HRTimeline
Cetera Investment Advisers15,246$661K<0.01%+43113F-HRTimeline
Asset Dedication, LLC14,718$638K0.04%-52713F-HRTimeline
Mariner, LLCin group Mariner, LLC14,204$616K<0.01%+63913F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,142$613K<0.01%013F-HRTimeline
Sensible Money, LLC12,350$536K0.16%+2613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,961$519K<0.01%-2,20513F-HRTimelineGroup
FMR LLCin group FMR LLC11,635$505K<0.01%+17113F-HRTimelineGroup
Westmount Partners, LLC11,296$490K0.12%013F-HRTimeline
CoreCap Advisors, LLC11,249$488K0.02%-23013F-HRTimeline
Williams & Novak Wealth Management, LLC10,755$474K0.36%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,590$459K<0.01%+1,87513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,932$431K<0.01%-11,43713F-HRTimeline
Index Fund Advisors, Inc.9,506$412K0.02%013F-HRTimeline
CFS Investment Advisory Services, LLC7,669$359K0.02%013F-HRTimeline
Elm3 Financial Group, LLC8,257$358K0.3%+4313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,251$358K<0.01%+38413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC8,124$352K0.02%-43113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,782$338K<0.01%-113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,935$334K<0.01%+1,12313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,578$329K-210Timeline
Quantinno Capital Management LP7,223$313K<0.01%+18413F-HRTimeline
MB Generational Wealth, LLC7,206$313K0.17%013F-HRTimeline
CFO4Life Group, LLC6,672$289K0.04%+4313F-HRTimeline
Summit Financial Strategies, Inc.6,544$284K0.02%-1,40713F-HRTimeline
Brooklyn Investment Group6,243$271K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC5,016$218K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,746$206K<0.01%013F-HRTimelineGroup
Access Investment Management LLC4,675$203K0.05%013F-HRTimeline
IFP Advisors, Inc4,535$197K<0.01%+20013F-HRTimeline
Parallel Advisors, LLC3,935$171K<0.01%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,446$149K<0.01%-1,01013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,131$136K<0.01%+1,89213F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD2,975$129K0.06%013F-HRTimeline
Larson Financial Group LLC2,570$111K<0.01%+213F-HRTimeline
MAI Capital Management2,432$105K<0.01%+413F-HRTimeline
Aptus Capital Advisors, LLC1,985$86.1K<0.01%+113F-HRTimeline
Allworth Financial LP1,934$83.9K<0.01%+6113F-HRTimeline
CWM, LLCin group CWM, LLC1,808$78.4K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,798$78K<0.01%+14013F-HRTimelineGroup
Bell Investment Advisors, Inc1,672$72.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,410$59.2K<0.01%+32413F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,255$55.3K<0.01%-113F-HRTimeline
Root Financial Partners, LLC986$42.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…934$40.5K<0.01%-7313F-HRTimelineGroup
Sunrise Financial Services, LLC804$34.9K0.02%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC724$31.4K<0.01%13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC532$23K<0.01%+313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\519$22.5K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc427$18.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC359$15.6K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA321$13.9K<0.01%013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC320$13.9K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC315$13.7K<0.01%new13F-HR/ATimeline
RETIREMITTEN FINANCIAL LLC296$12.8K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC241$10.5K<0.01%-1013F-HRTimeline
Qube Research & Technologies Ltd236$10.2K<0.01%-2013F-HRTimeline
Advisory Services Network, LLC215$9.32K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206$8.94K<0.01%013F-HRTimeline
Burk Holdings LLC199$8.63K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL176$7.63K<0.01%013F-HRTimeline
AE Wealth Management LLC171$7.42K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…151$6.55K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145$6.29K<0.01%+113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO117$5.07K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.89$3.92K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management88$3.82K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.51$2.21K<0.01%new13F-HRTimeline
First Pacific Financial36$1.56K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC32$1.37K<0.01%+113F-HRTimeline
Aspect Partners, LLC10$455<0.01%-113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$434<0.01%013F-HRTimelineGroup
CFG Wealth Management Services, Inc.3$110<0.01%013F-HRTimeline