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Disclosery

PEY INVESCO EXCHANGE TRADED FD T

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ETF (fund)

185 managers (187 13F filers) reported a position in PEY shares at 2026-06-30, 17,402,508 shares in all. 22 filers opened a position and 10 filers sold out during the quarter.

Managers
185
13F filers
187
New
22
Added
54
Reduced
58
Sold out
10
Shares held by filers
17,402,508

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/4,504,254$104M0.01%-42,73513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,401,540$55.7M<0.01%+14,10213F-HRTimelineGroup
LPL Financial LLC1,351,755$31.3M0.01%-8,80913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN948,153$22M<0.01%+33,50713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC655,744$15.2M<0.01%+17,79913F-HRTimelineGroup
Cetera Investment Advisers395,559$9.17M0.01%-16,98713F-HRTimeline
Investors Research Corp389,733$9.03M1.62%+12,51813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP313,700$7.27M0.01%+55,70013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding312,703$7.25M-13,638Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP270,620$6.36M<0.01%+15,01213F-HRTimelineGroup
Good Steward Wealth Advisors,LLC217,982$5.05M3.05%-3,45513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA208,584$4.83M<0.01%-46,22413F-HRTimelineGroup
Salomon & Ludwin, LLC203,973$4.79M0.39%-1,21213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC195,853$4.54M<0.01%-8,61713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…191,314$4.44M0.02%-8,04513F-HRTimelineGroup
MAI Capital Management175,002$4.06M0.02%+171,31913F-HRTimeline
Capital Advisors, Ltd. LLC169,227$3.92M0.4%-96213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,241$3.9M<0.01%+15,51513F-HRTimelineGroup
AlphaCore Capital LLC167,763$3.89M0.07%-2,27313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC158,932$3.68M0.74%-6,07113F-HRTimeline
GHP Investment Advisors, Inc.138,485$3.21M0.12%+89413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,031$3.2M<0.01%+3,83013F-HRTimeline
IFP Advisors, Inc120,570$2.79M0.05%-2,42113F-HRTimeline
Cresta Advisors, Ltd.120,233$2.79M1%-7,56413F-HRTimeline
Sanctuary Advisors, LLC119,089$2.76M0.01%+1,75813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,836$2.52M<0.01%+2,31913F-HRTimelineGroup
Beacon Pointe Advisors, LLC105,830$2.45M0.01%+41,67313F-HRTimeline
OneDigital Investment Advisors LLC103,958$2.41M0.02%+2,62913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC98,315$2.28M<0.01%+6,86913F-HRTimelineGroup
Cambridge Investment Research Advisors,…97,827$2.27M0.01%-5,87413F-HR/ATimeline
Aspire Capital Advisors LLC93,653$2.17M0.42%+25,08713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,623$2.12M<0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC86,323$2M0.17%-47513F-HRTimeline
IHT Wealth Management, LLC82,303$1.91M0.04%+18,76613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,972$1.9M0.01%+213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS74,031$1.72M<0.01%-1,10713F-HRTimeline
Brick & Kyle, Associates78,971$1.69M0.56%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,883$1.67M<0.01%-5,11413F-HRTimelineGroup
Private Advisor Group, LLC70,413$1.63M0.01%+1,65313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,670$1.59M<0.01%-64,38313F-HRTimelineGroup
Axis Wealth Partners, LLC59,533$1.38M0.66%-2,64713F-HRTimeline
MML INVESTORS SERVICES, LLC54,718$1.27M<0.01%+3,25713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.21M0.01%013F-HRTimeline
Janney Montgomery Scott LLC48,783$1.13M<0.01%-41013F-HRTimeline
New Insight Wealth Advisors46,622$1.08M0.32%+13,32113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC45,424$1.05M0.03%+7,67313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp43,049$998K0.04%+10,46713F-HRTimelineGroup
Waverly Advisors, LLC42,911$995K0.01%-25,14213F-HRTimeline
NewEdge Advisors, LLC42,146$977K<0.01%+8,49813F-HRTimeline
Arax Advisory Partners41,957$973K0.01%+15813F-HRTimeline
AdvisorNet Financial, Inc41,738$967K0.04%-40,06613F-HRTimeline
Prospera Financial Services Inc40,127$930K0.01%-1,53913F-HRTimeline
BARRETT & COMPANY, INC.38,987$904K0.25%+10913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,006$858K<0.01%+1,45313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC36,739$852K0.01%+4,77813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,321$842K<0.01%-9,56413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC35,390$820K0.03%-2,97913F-HRTimeline
Creative Planningin group Creative Planning35,185$816K<0.01%+2,28113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC34,514$800K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,834$784K0.01%-8,82713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,555$772K<0.01%+13613F-HRTimeline
Mariner, LLCin group Mariner, LLC32,755$759K<0.01%-10,69513F-HRTimelineGroup
NWF Advisory Services Inc.32,036$743K0.07%+15513F-HRTimeline
Stolper Co31,869$739K0.19%+18,10813F-HRTimeline
BKM Wealth Management, LLC30,660$711K0.25%-1,09513F-HRTimeline
City State Bank30,352$704K0.16%+1,99813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.30,180$700K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC30,131$698K<0.01%-1,33313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.29,807$691K0.01%+7613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,219$677K+409Timeline
GLOBALT Investments LLC / GA29,209$677K0.02%-1,40613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.27,659$641K0.31%-5,66913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,773$597K<0.01%-10,55413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,293$594K0.04%-21713F-HRTimeline
First PREMIER Bank24,680$572K0.09%-1,18013F-HRTimeline
Institute for Wealth Management, LLC.24,452$567K0.05%013F-HRTimeline
Curi Capital, LLC24,449$567K0.01%013F-HRTimeline
PFG Advisors24,332$564K0.03%-1,43313F-HRTimeline
Sovereign Financial Group, Inc.21,618$501K0.08%+1,42013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors20,859$489K0.06%-8813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,348$448K<0.01%+15513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,521$429K<0.01%-40013F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC17,849$414K0.13%013F-HRTimeline
Meridian Wealth Management, LLC16,797$389K0.01%-50013F-HRTimeline
Dynamic Advisor Solutions LLC16,769$389K0.01%-27713F-HRTimeline
Kovack Advisors, Inc.16,344$384K0.02%+413F-HRTimeline
Revisor Wealth Management LLC15,960$370K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…15,682$364K0.02%+413F-HRTimeline
Wedmont Private Capital14,488$343K0.01%-4,39713F-HRTimeline
EP Wealth Advisors, LLC14,386$333K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,163$328K0.02%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,043$326K0.06%-50213F-HRTimeline
SAX WEALTH ADVISORS, LLC14,500$311K0.01%013F-HRTimeline
Lifetime Wealth Management P.C.13,266$308K0.18%-16213F-HRTimeline
Chicago Partners Investment Group LLC12,786$307K0.01%+14313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,086$303K0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,018$302K<0.01%+813F-HRTimelineGroup
Sowell Financial Services LLC12,837$298K0.01%-25013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,728$295K0.05%-2,47713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,508$290K<0.01%new13F-HRTimelineGroup
Creekside Partners12,443$288K0.1%013F-HRTimeline
Snowden Capital Advisors LLC12,264$284K0.01%013F-HRTimeline
David J Yvars Group11,800$276K0.14%013F-HRTimeline
Financial Insights, Inc.11,600$269K0.07%013F-HRTimeline
MATHER GROUP, LLC.11,496$266K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,434$265K<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC10,769$250K0.01%+71513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,615$246K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth10,549$245K<0.01%-213F-HRTimelineGroup
Brookwood Investment Group LLC10,543$244K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC10,338$240K<0.01%-83413F-HRTimeline
Herold Advisors, Inc.9,913$232K0.05%+313F-HRTimeline
Opus Capital Group, LLC9,920$230K0.02%013F-HRTimeline
Global Retirement Partners, LLC9,914$230K<0.01%13F-HRTimeline
&PARTNERS9,508$220K<0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,468$219K<0.01%-25213F-HRTimelineGroup
Belpointe Asset Management LLC8,847$205K0.01%new13F-HRTimeline
Western Wealth Management, LLC8,818$204K0.01%new13F-HRTimeline
NTV Asset Management LLC8,790$204K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,672$203K0.01%new13F-HRTimeline
IFG Advisory, LLC8,469$196K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…8,050$187K<0.01%-7,00313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,327$172K<0.01%-4,37713F-HRTimelineGroup
Kozak & Associates, Inc.5,820$137K0.02%+6913F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,665$131K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,361$124K<0.01%013F-HRTimeline
New Republic Capital, LLC5,317$123K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$120K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,031$117K<0.01%+2,83013F-HRTimelineGroup
PRIVATE TRUST CO NA4,772$111K0.01%-38913F-HRTimeline
Clearstead Advisors, LLC4,771$111K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.4,717$109K0.01%+2,48413F-HRTimeline
Crews Bank & Trust4,690$109K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC4,400$102K0.08%new13F-HRTimeline
Caldwell Trust Co4,130$95.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC3,745$91.3K0.01%+2713F-HRTimeline
JPL Wealth Management, LLC3,540$82.1K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC3,273$75.9K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,877$66.7K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,840$65.8K<0.01%+1,12013F-HRTimelineGroup
AE Wealth Management LLC2,769$64.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,502$58K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,000$46.4K<0.01%-2,02013F-HRTimelineGroup
Family Manage LLC2,000$46.4K<0.01%013F-HRTimeline
Hurley Capital, LLC2,000$46.4K0.02%013F-HRTimeline
Wagner Wealth Management, LLC1,985$46K0.01%+2313F-HRTimeline
Founders Financial Alliance, LLC1,955$45.3K0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,519$35.2K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,463$33.9K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,350$31.3K<0.01%+55013F-HRTimelineGroup
Farther Finance Advisors, LLC1,190$27.6K<0.01%-1,28713F-HRTimeline
Rialto Wealth Management, LLC1,174$27.2K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,150$26.7K<0.01%+1,14913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$26.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,017$23.6K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.1,000$23.2K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$23.2K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$23.2K0.12%013F-HRTimeline
Cornerstone Financial Management LLC1,000$23.2K0.02%013F-HR/ATimeline
Advanced Asset Management Advisors Inc940$21.8K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC868$20.1K<0.01%013F-HRTimeline
Caitlin John, LLC800$18.5K0.01%new13F-HRTimeline
Strive Financial Group ,LLC800$18.5K0.01%013F-HR/ATimeline
CVA Family Office, LLC798$18.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.674$15.6K<0.01%-13,61813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/546$12.7K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC540$12.5K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC512$11.9K<0.01%013F-HRTimeline
HOWE & RUSLING INC481$11.2K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC397$9.2K<0.01%-1,00313F-HRTimeline
Vermillion Wealth Management, Inc.369$8.55K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$6.95K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC295$6.83K<0.01%new13F-HRTimeline
NFSG Corp250$5.79K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC231$5.36K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC189$4.38K<0.01%+213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC172$3.99K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC118$2.73K<0.01%+113F-HRTimeline
Allworth Financial LP111$2.58K<0.01%-70213F-HRTimeline
Physician Wealth Advisors, Inc.103$2.4K<0.01%013F-HRTimeline
Key Financial Inc103$2.39K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…99$2.3K<0.01%-3,25613F-HRTimelineGroup
LifeSteps Financial, Inc.80$1.85K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC65$1.51K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$23<0.01%new13F-HRTimelineGroup