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Disclosery

PEY INVESCO EXCHANGE TRADED FD T

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ETF (fund)

199 managers (200 13F filers) reported a position in PEY shares at 2025-09-30, 20,395,388 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
199
13F filers
200
New
15
Added
54
Reduced
78
Sold out
11
Shares held by filers
20,395,388

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/5,659,991$119M0.01%-191,59513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,500,898$52.7M<0.01%-38,37213F-HR/ATimelineGroup
LPL Financial LLC1,907,060$40.2M0.01%-22,15813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,309,163$27.6M0.01%+20,26113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC668,913$14.1M<0.01%+17,00213F-HRTimelineGroup
Cetera Investment Advisers456,953$9.63M0.01%+31,43013F-HRTimeline
Waverly Advisors, LLC389,099$8.2M0.08%+26,82213F-HRTimeline
Investors Research Corp341,508$7.19M1.33%+14,66013F-HRTimeline
UBS Group AGin group UBS Group AG288,207$6.07M<0.01%-21,31613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP224,009$4.71M<0.01%+13,81513F-HRTimelineGroup
Salomon & Ludwin, LLC208,924$4.46M0.4%-10,73513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC208,999$4.4M<0.01%-14,03313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,338$4.33M<0.01%-28,18413F-HRTimelineGroup
AdvisorNet Financial, Inc203,803$4.29M0.24%+5,78313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC196,339$4.14M0.97%-26,20813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.193,028$4.12M0.01%-1,08613F-HRTimelineGroup
Good Steward Wealth Advisors,LLC190,194$4.01M2.77%+85,25513F-HRTimeline
Capital Advisors, Ltd. LLC179,779$3.79M0.43%-2,54313F-HRTimeline
EVOKE WEALTH, LLC171,360$3.61M0.08%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC169,822$3.58M<0.01%-13,02113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…168,899$3.56M1.11%+3,00513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…138,378$2.92M0.02%-17,36613F-HRTimelineGroup
GHP Investment Advisors, Inc.137,448$2.9M0.12%-3,11413F-HRTimeline
AlphaCore Capital LLC133,816$2.82M0.09%-17,51913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,381$2.56M<0.01%+25613F-HRTimelineGroup
Cambridge Investment Research Advisors,…118,893$2.5M0.01%+6,59913F-HRTimeline
Cresta Advisors, Ltd.114,220$2.41M1.07%-19113F-HRTimeline
IFP Advisors, Inc109,288$2.3M0.06%-65713F-HR/ATimeline
Brick & Kyle, Associates106,086$2.23M0.82%+47313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,829$2.21M<0.01%-1,05813F-HRTimelineGroup
OneDigital Investment Advisors LLC104,539$2.2M0.02%-1,21013F-HRTimeline
Sanctuary Advisors, LLC100,891$2.13M0.01%-1,34513F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP91,800$1.93M<0.01%+15,20013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,821$1.91M0.01%-5,68413F-HRTimelineGroup
WEALTH ALLIANCE, LLC86,820$1.83M0.19%-13313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS81,482$1.72M<0.01%-2,98413F-HRTimeline
IHT Wealth Management, LLC81,003$1.71M0.04%+32,97013F-HRTimeline
COMERICA BANK77,593$1.63M0.01%-32113F-HRTimeline
Private Advisor Group, LLC76,542$1.61M0.01%-3,29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,756$1.55M<0.01%+15513F-HRTimelineGroup
Apexium Financial, LP70,421$1.48M0.07%-6,33513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC68,570$1.44M0.01%+58,51013F-HRTimeline
Axis Wealth Partners, LLC63,062$1.33M0.78%-3,18613F-HRTimeline
MML INVESTORS SERVICES, LLC60,452$1.27M<0.01%-7,15513F-HRTimeline
Janney Montgomery Scott LLC59,249$1.25M<0.01%+1,41413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,712$1.15M<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC54,287$1.14M0.01%-5,19213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.1M0.01%013F-HRTimeline
New Insight Wealth Advisors51,686$1.09M0.41%-88,93213F-HRTimeline
MGB Wealth Management, LLC50,673$1.07M0.3%-1,82613F-HRTimeline
Bison Wealth, LLC49,275$1.02M0.09%-6,19513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,380$998K0.02%+56213F-HRTimelineGroup
Cresset Asset Management, LLC46,750$985K<0.01%013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC42,121$887K<0.01%+59713F-HRTimelineGroup
Arax Advisory Partners41,801$881K0.01%+32,85813F-HRTimeline
Prospera Financial Services Inc41,221$868K0.01%+1,34813F-HRTimeline
BARRETT & COMPANY, INC.39,860$840K0.29%+11613F-HRTimeline
First PREMIER Bank38,170$804K0.18%-37013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,326$765K<0.01%+24,38613F-HRTimelineGroup
Pasadena Private Wealth, LLC36,204$763K0.11%+1,12813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,436$747K0.01%-5,57913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,975$741K<0.01%-91313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,963$737K<0.01%+24,57013F-HRTimelineGroup
NewEdge Advisors, LLC34,758$732K<0.01%-9,87613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC34,514$727K0.04%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.34,225$721K0.35%-20713F-HRTimeline
Integrated Advisors Network LLC34,003$716K0.03%-2,74113F-HRTimeline
PFG Advisors32,933$694K0.03%-1,11613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,712$689K0.01%-12,88513F-HRTimelineGroup
NWF Advisory Services Inc.32,359$682K0.07%013F-HRTimeline
GLOBALT Investments LLC / GA31,213$658K0.02%-1,62613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.30,180$636K<0.01%-13713F-HRTimelineGroup
BKM Wealth Management, LLC29,845$629K0.23%+3,04613F-HRTimeline
Stolper Co29,719$626K0.19%-6713F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp29,126$614K0.03%+7,14013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding28,409$598K-3,141Timeline
Creative Planningin group Creative Planning28,250$595K<0.01%+10013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,153$530K0.01%-1,09013F-HRTimeline
Institute for Wealth Management, LLC.24,956$526K0.05%-20013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,923$523K0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,462$515K<0.01%new13F-HRTimelineGroup
Curi Capital, LLC24,451$515K0.01%013F-HRTimeline
Aspire Capital Advisors LLC24,016$506K0.12%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC23,963$505K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,962$484K0.03%+8,42213F-HRTimeline
Steward Partners Investment Advisory, L…22,436$473K<0.01%-1,22113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,381$450K<0.01%-28,69313F-HRTimelineGroup
FMR LLCin group FMR LLC21,334$449K<0.01%+1,38013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,195$447K0.01%-7,31013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors21,297$446K0.06%013F-HRTimelineGroup
City State Bank20,914$441K0.13%013F-HRTimeline
Dynamic Advisor Solutions LLC20,461$431K0.01%-3,36113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,190$425K<0.01%013F-HRTimelineGroup
Sovereign Financial Group, Inc.19,817$417K0.08%-76913F-HRTimeline
CWM, LLCin group CWM, LLC19,093$402K<0.01%+313F-HRTimelineGroup
Meridian Wealth Management, LLC18,875$398K0.02%-84313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,514$390K<0.01%+4,48313F-HR/ATimelineGroup
TRED AVON FAMILY WEALTH, LLC17,849$376K0.13%13F-HRTimeline
Consolidated Portfolio Review Corp17,836$376K0.05%+1713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,291$364K<0.01%+16813F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC16,738$353K0.02%-37,81513F-HRTimelineGroup
Capital Investment Advisory Services, L…16,138$340K0.03%+40913F-HRTimeline
Revisor Wealth Management LLC15,960$334K0.12%013F-HRTimeline
Wedmont Private Capital15,386$326K0.01%+8313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,966$315K<0.01%new13F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC14,545$306K0.08%013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,500$305K0.02%013F-HRTimeline
Financial Insights, Inc.13,100$276K0.09%-1,00013F-HRTimeline
Sowell Financial Services LLC13,048$275K0.01%+2013F-HRTimeline
Chicago Partners Investment Group LLC12,764$269K0.01%+19413F-HRTimeline
Herold Advisors, Inc.12,726$268K0.06%+1,51013F-HRTimeline
Creekside Partners12,413$261K0.12%+1913F-HRTimeline
NTV Asset Management LLC12,340$260K0.03%-1,00013F-HRTimeline
Snowden Capital Advisors LLC12,264$258K0.01%+25013F-HRTimeline
Lifeworks Advisors, LLC12,180$257K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,130$256K<0.01%-69213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,000$253K0.02%-16013F-HRTimelineGroup
Kovack Advisors, Inc.11,980$252K0.02%+1,50813F-HRTimeline
David J Yvars Group11,800$247K0.13%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,694$246K<0.01%-11813F-HRTimelineGroup
MATHER GROUP, LLC.11,496$242K<0.01%013F-HRTimeline
Focus Financial Network, Inc.11,338$239K0.01%-11013F-HRTimeline
SYNOVUS FINANCIAL CORP11,334$239K<0.01%-29413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,223$236K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,105$234K<0.01%new13F-HRTimelineGroup
QTR Family Wealth, LLC11,105$234K0.11%-4,06113F-HRTimeline
Brookwood Investment Group LLC11,013$232K0.03%-51013F-HRTimeline
Clearwater Capital Advisors, LLC10,937$230K0.02%-66013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,785$227K<0.01%-92213F-HRTimeline
Global Retirement Partners, LLC10,196$215K<0.01%-1,61213F-HRTimeline
Opus Capital Group, LLC9,920$209K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,624$203K0.01%-1,96113F-HRTimeline
&PARTNERS9,617$203K<0.01%-1,19113F-HRTimeline
Belpointe Asset Management LLC9,501$200K0.01%new13F-HRTimeline
Compass Financial Services Inc9,459$199K0.09%-3,03713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.9,446$199K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC9,624$198K0.03%+11013F-HRTimeline
Kozak & Associates, Inc.8,467$168K0.03%-61813F-HRTimeline
AE Wealth Management LLC7,346$155K<0.01%-4,59313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,387$135K<0.01%+96913F-HRTimelineGroup
New Republic Capital, LLC5,566$117K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$109K<0.01%013F-HRTimeline
Clearstead Advisors, LLC5,067$107K<0.01%+113F-HRTimeline
Bangor Savings Bank4,811$101K0.01%013F-HRTimeline
Crews Bank & Trust4,690$98.8K0.01%013F-HRTimeline
Caldwell Trust Co4,130$87K0.01%-15013F-HRTimeline
PRIVATE TRUST CO NA4,099$86.4K0.01%013F-HRTimeline
Palisade Asset Management, LLC3,900$82.2K0.01%new13F-HRTimeline
JPL Wealth Management, LLC3,540$74.6K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.3,438$72.4K0.01%+1413F-HRTimeline
Aptus Capital Advisors, LLC3,273$69K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,502$52.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,477$52.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,375$50K0.01%013F-HRTimeline
Hurley Capital, LLC2,000$42.1K0.02%013F-HRTimeline
Wagner Wealth Management, LLC1,916$40.4K0.01%+2313F-HRTimeline
Advanced Asset Management Advisors Inc1,880$39.6K0.01%013F-HRTimeline
MAI Capital Management1,682$35.4K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,634$34.4K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,519$32K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,463$30.8K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,437$30.3K0.01%+613F-HRTimeline
Fortitude Family Office, LLC1,400$29.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,264$27K<0.01%+1513F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,245$26.2K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1,174$24.7K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$24.1K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,082$22.8K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC1,059$22K<0.01%-81613F-HRTimeline
Westside Investment Management, Inc.1,000$21.1K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$21.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$21.1K0.05%013F-HRTimeline
HOEY INVESTMENTS, INC868$18.3K<0.01%+36813F-HRTimeline
Sunbelt Securities, Inc.822$17.3K<0.01%+62413F-HRTimeline
Allworth Financial LP813$17.1K<0.01%013F-HRTimeline
CVA Family Office, LLC798$16.8K<0.01%013F-HRTimeline
Addison Advisors LLC610$12.9K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC591$12.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/546$11.5K<0.01%-1,13613F-HRTimelineGroup
Medallion Wealth Advisors, LLC540$11.4K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC512$10.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC508$10.6K<0.01%-16313F-HRTimeline
Parallel Advisors, LLC386$8.14K<0.01%+413F-HRTimeline
Vermillion Wealth Management, Inc.369$7.77K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$6.32K<0.01%013F-HRTimeline
CoreCap Advisors, LLC290$6.11K<0.01%013F-HRTimeline
Key Financial Inc249$5.27K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd234$4.93K<0.01%013F-HRTimeline
Advisory Services Network, LLC224$4.72K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management215$4.53K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC172$3.62K<0.01%-313F-HRTimelineGroup
ALERUS FINANCIAL NA125$2.63K<0.01%-21213F-HRTimeline
1 NORTH WEALTH SERVICES LLC125$2.63K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC114$2.4K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.103$2.18K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40$843<0.01%-1,44913F-HRTimeline
Blue Trust, Inc.35$737<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$42<0.01%-213F-HRTimelineGroup
LRI Investments, LLC1$21<0.01%013F-HRTimeline