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Disclosery

PEY INVESCO EXCHANGE TRADED FD T

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ETF (fund)

183 managers (184 13F filers) reported a position in PEY shares at 2025-12-31, 19,200,751 shares in all. 9 filers opened a position and 27 filers sold out during the quarter.

Managers
183
13F filers
184
New
9
Added
59
Reduced
65
Sold out
27
Shares held by filers
19,200,751

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/4,898,660$99.9M0.01%-761,33113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,427,014$49.5M<0.01%-73,88413F-HR/ATimelineGroup
LPL Financial LLC1,831,602$37.3M0.01%-75,45813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN920,624$18.8M<0.01%-388,53913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP674,200$13.7M0.02%+582,40013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,598$13.1M<0.01%-26,31513F-HRTimelineGroup
Cetera Investment Advisers442,486$9.02M0.01%-14,46713F-HRTimeline
Investors Research Corp359,092$7.32M1.34%+17,58413F-HRTimeline
UBS Group AGin group UBS Group AG296,426$6.04M<0.01%+8,21913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA263,179$5.37M<0.01%+57,84113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP251,262$5.12M<0.01%+27,25313F-HRTimelineGroup
Good Steward Wealth Advisors,LLC218,798$4.46M2.94%+28,60413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC214,085$4.36M<0.01%+5,08613F-HRTimelineGroup
Salomon & Ludwin, LLC206,608$4.28M0.38%-2,31613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…209,518$4.27M0.03%+71,14013F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC189,243$3.86M0.87%-7,09613F-HRTimeline
Capital Advisors, Ltd. LLC178,936$3.65M0.41%-84313F-HRTimeline
EVOKE WEALTH, LLC171,360$3.49M0.07%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…166,745$3.4M1%-2,15413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,232$3.27M<0.01%-32,79613F-HRTimelineGroup
AlphaCore Capital LLC149,300$3.04M0.07%+15,48413F-HRTimeline
AdvisorNet Financial, Inc145,499$2.97M0.16%-58,30413F-HRTimeline
GHP Investment Advisors, Inc.137,564$2.8M0.12%+11613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC130,416$2.66M<0.01%-39,40613F-HRTimeline
IFP Advisors, Inc125,244$2.55M0.06%+15,95613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,635$2.48M<0.01%+25413F-HRTimelineGroup
Sanctuary Advisors, LLC119,722$2.44M0.01%+18,83113F-HRTimeline
Cresta Advisors, Ltd.117,973$2.4M1.01%+3,75313F-HRTimeline
Brick & Kyle, Associates108,031$2.2M0.78%+1,94513F-HRTimeline
Cambridge Investment Research Advisors,…106,621$2.17M0.01%-12,27213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104,077$2.12M<0.01%-75213F-HR/ATimelineGroup
OneDigital Investment Advisors LLC102,179$2.08M0.02%-2,36013F-HRTimeline
WEALTH ALLIANCE, LLC85,102$1.73M0.17%-1,71813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC84,130$1.72M0.07%+67,39213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS83,297$1.7M<0.01%+1,81513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,896$1.67M0.01%-8,92513F-HRTimelineGroup
COMERICA BANK78,115$1.59M0.01%+52213F-HRTimeline
Private Advisor Group, LLC73,719$1.5M0.01%-2,82313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,263$1.47M<0.01%-1,49313F-HRTimelineGroup
IHT Wealth Management, LLC72,123$1.47M0.04%-8,88013F-HRTimeline
Waverly Advisors, LLC67,994$1.39M0.01%-321,10513F-HRTimeline
Axis Wealth Partners, LLC62,823$1.28M0.71%-23913F-HRTimeline
Beacon Pointe Advisors, LLC61,477$1.25M0.01%+7,19013F-HRTimeline
MML INVESTORS SERVICES, LLC61,462$1.25M<0.01%+1,01013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.06M0.01%013F-HRTimeline
Aspire Capital Advisors LLC50,202$1.02M0.24%+26,18613F-HRTimeline
Janney Montgomery Scott LLC49,365$1.01M<0.01%-9,88413F-HRTimeline
New Insight Wealth Advisors48,187$982K0.35%-3,49913F-HRTimeline
Cresset Asset Management, LLC46,750$953K<0.01%013F-HRTimeline
MGB Wealth Management, LLC45,673$932K0.27%-5,00013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…44,843$914K0.02%-2,53713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,711$911K0.01%-23,85913F-HRTimeline
Mariner, LLCin group Mariner, LLC43,503$887K<0.01%+1,38213F-HRTimelineGroup
Arax Advisory Partners41,799$852K0.02%-213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,441$850K<0.01%+5,46613F-HRTimeline
Prospera Financial Services Inc41,585$848K0.01%+36413F-HRTimeline
BARRETT & COMPANY, INC.39,980$815K0.27%+12013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,683$789K0.04%+15,72113F-HRTimeline
Pasadena Private Wealth, LLC38,576$786K0.11%+2,37213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.38,140$778K<0.01%new13F-HRTimelineGroup
First PREMIER Bank36,670$747K0.17%-1,50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,547$725K<0.01%+58413F-HR/ATimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC34,514$704K0.04%013F-HRTimeline
NewEdge Advisors, LLC33,510$683K<0.01%-1,24813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.33,414$681K0.29%-81113F-HRTimeline
NWF Advisory Services Inc.32,359$660K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,123$655K0.01%-58913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.31,358$639K<0.01%+1,17813F-HRTimelineGroup
PFG Advisors31,024$632K0.03%-1,90913F-HRTimeline
BKM Wealth Management, LLC30,815$628K0.23%+97013F-HRTimeline
GLOBALT Investments LLC / GA30,798$628K0.02%-41513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp30,595$624K0.03%+1,46913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,583$623K0.01%-4,85313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30,425$620K0.02%+9,23013F-HRTimelineGroup
Stolper Co30,267$617K0.18%+54813F-HRTimeline
Creative Planningin group Creative Planning28,058$572K<0.01%-19213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,711$524K0.04%+78813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,660$523K-2,749Timeline
Integrated Advisors Network LLC24,786$505K0.02%-9,21713F-HRTimeline
FMR LLCin group FMR LLC24,557$501K<0.01%+3,22313F-HRTimelineGroup
Institute for Wealth Management, LLC.24,456$499K0.05%-50013F-HRTimeline
Curi Capital, LLC24,449$498K0.01%-213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,699$483K<0.01%+5,18513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.23,265$474K0.01%-1,88813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC21,781$444K0.09%-2,18213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,376$443K<0.01%+6,41013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors21,178$435K0.06%-11913F-HRTimelineGroup
City State Bank20,914$426K0.12%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,206$412K<0.01%+1613F-HRTimelineGroup
Dynamic Advisor Solutions LLC19,955$407K0.01%-50613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,885$405K<0.01%-1,49613F-HRTimelineGroup
Sovereign Financial Group, Inc.19,672$401K0.07%-14513F-HRTimeline
CWM, LLCin group CWM, LLC19,221$392K<0.01%+12813F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC19,169$391K0.02%13F-HRTimeline
Meridian Wealth Management, LLC18,352$374K0.01%-52313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC17,849$364K0.12%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,681$360K<0.01%+39013F-HRTimelineGroup
Kovack Advisors, Inc.17,622$359K0.02%+5,64213F-HR/ATimeline
Revisor Wealth Management LLC15,960$344K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…15,674$320K0.02%-46413F-HRTimeline
Wedmont Private Capital15,303$318K0.01%-8313F-HRTimeline
Steward Partners Investment Advisory, L…15,053$307K<0.01%-7,38313F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,545$297K0.08%013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,500$296K0.01%013F-HRTimeline
Lifetime Wealth Management P.C.13,643$278K0.17%13F-HR/ATimeline
Chicago Partners Investment Group LLC12,904$275K0.01%+14013F-HRTimeline
Sowell Financial Services LLC13,069$266K0.01%+2113F-HRTimeline
Creekside Partners12,432$253K0.11%+1913F-HRTimeline
Snowden Capital Advisors LLC12,264$250K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,212$249K<0.01%+8213F-HRTimelineGroup
David J Yvars Group11,800$242K0.13%013F-HRTimeline
World Investment Advisors11,780$240K<0.01%new13F-HR/ATimeline
Financial Insights, Inc.11,600$236K0.08%-1,50013F-HRTimeline
MATHER GROUP, LLC.11,496$234K<0.01%013F-HRTimeline
Herold Advisors, Inc.10,989$224K0.05%-1,73713F-HRTimeline
Lifeworks Advisors, LLC10,910$222K0.03%-1,27013F-HRTimeline
Clearwater Capital Advisors, LLC10,711$218K0.02%-22613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,710$218K<0.01%+4,32313F-HRTimelineGroup
NTV Asset Management LLC10,490$214K0.02%-1,85013F-HRTimeline
Brookwood Investment Group LLC10,480$214K0.03%-53313F-HRTimeline
Signal Advisors Wealth, LLC10,476$214K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,058$205K<0.01%-1,63613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,999$204K<0.01%-1,22413F-HRTimeline
Opus Capital Group, LLC9,920$202K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC9,905$202K0.01%new13F-HRTimeline
Kozak & Associates, Inc.8,536$181K0.04%+6913F-HRTimeline
Global Retirement Partners, LLC8,222$168K<0.01%-1,97413F-HRTimeline
Cornerstone Planning Group LLC6,962$147K0.02%-2,66213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,534$133K<0.01%+4,90013F-HRTimelineGroup
New Republic Capital, LLC5,566$113K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$106K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,161$105K0.01%+1,06213F-HRTimeline
Clearstead Advisors, LLC4,769$97.2K<0.01%-29813F-HRTimeline
Crews Bank & Trust4,690$95.6K0.01%013F-HRTimeline
Caldwell Trust Co4,130$84.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3,597$73.3K0.01%+15913F-HRTimeline
AE Wealth Management LLC3,277$66.8K<0.01%-4,06913F-HRTimeline
Aptus Capital Advisors, LLC3,273$66.7K<0.01%013F-HRTimeline
MAI Capital Management2,682$54.7K<0.01%+1,00013F-HRTimeline
Geneos Wealth Management Inc.2,502$51K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,477$50.5K<0.01%013F-HRTimeline
Family Manage LLC2,000$40.8K0.01%new13F-HRTimeline
Hurley Capital, LLC2,000$40.8K0.02%013F-HRTimeline
Wagner Wealth Management, LLC1,941$39.6K0.01%+2513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,720$35.1K<0.01%+1,50513F-HRTimelineGroup
Millstone Evans Group, LLC1,519$31K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,463$29.8K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,400$28.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,174$23.9K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$23.3K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,090$22.2K<0.01%+813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,046$21.3K<0.01%+50013F-HRTimelineGroup
Westside Investment Management, Inc.1,000$20.4K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$20.4K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$20.4K0.12%013F-HRTimeline
Cornerstone Financial Management LLC1,000$20.4K0.02%13F-HR/ATimeline
Advanced Asset Management Advisors Inc940$19.2K0.01%-94013F-HRTimeline
HOEY INVESTMENTS, INC868$17.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.822$16.8K<0.01%013F-HRTimeline
Allworth Financial LP813$16.6K<0.01%013F-HRTimeline
Strive Financial Group ,LLC800$16.3K0.01%13F-HR/ATimeline
CVA Family Office, LLC798$16.3K<0.01%013F-HRTimeline
Addison Advisors LLC610$12.4K<0.01%013F-HRTimeline
Caitlin John, LLC552$11.2K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC540$11K<0.01%013F-HRTimeline
Sound Income Strategies, LLC508$10.9K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC512$10.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC391$7.97K<0.01%+513F-HRTimeline
Vermillion Wealth Management, Inc.369$7.52K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$6.12K<0.01%013F-HRTimeline
CoreCap Advisors, LLC290$5.91K<0.01%013F-HRTimeline
Key Financial Inc249$5.08K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC231$4.71K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC172$3.51K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA125$2.55K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC125$2.55K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC115$2.35K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.103$2.11K<0.01%013F-HRTimeline
Essential Partners LLC54$1.1K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36$734<0.01%+3413F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC33$673<0.01%-713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11$237<0.01%new13F-HRTimeline
LRI Investments, LLC1$20<0.01%013F-HRTimeline