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Disclosery

PEY INVESCO EXCHANGE TRADED FD T

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ETF (fund)

174 managers (176 13F filers) reported a position in PEY shares at 2026-03-31, 17,319,625 shares in all. 13 filers opened a position and 18 filers sold out during the quarter.

Managers
174
13F filers
176
New
13
Added
44
Reduced
68
Sold out
18
Shares held by filers
17,319,625

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,546,989$97.4M0.01%-351,67113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,387,438$51.1M<0.01%-39,57613F-HRTimelineGroup
LPL Financial LLC1,360,564$29.1M0.01%-471,03813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN914,646$19.6M<0.01%-5,97813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC637,945$13.7M<0.01%-4,65313F-HRTimelineGroup
Cetera Investment Advisers412,546$8.84M0.01%-29,94013F-HRTimeline
Investors Research Corp377,215$8.08M1.54%+18,12313F-HRTimeline
UBS Group AGgroup of 2 filers holding326,341$6.99M+29,915Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP258,000$5.53M<0.01%-416,20013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA254,808$5.46M<0.01%-8,37113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP255,608$5.38M<0.01%+4,34613F-HRTimelineGroup
Good Steward Wealth Advisors,LLC221,437$4.74M3.05%+2,63913F-HRTimeline
Stolper Co13,761$4.53M1.28%-16,50613F-HRTimeline
Salomon & Ludwin, LLC205,185$4.43M0.4%-1,42313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC204,470$4.38M<0.01%-9,61513F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…199,359$4.27M0.03%-10,15913F-HRTimelineGroup
EVOKE WEALTH, LLC171,360$3.67M0.07%013F-HRTimeline
Capital Advisors, Ltd. LLC170,189$3.65M0.41%-8,74713F-HRTimeline
AlphaCore Capital LLC170,036$3.64M0.09%+20,73613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC165,003$3.53M0.8%-24,24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.152,726$3.27M<0.01%-7,50613F-HRTimelineGroup
GHP Investment Advisors, Inc.137,591$2.95M0.12%+2713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,201$2.87M<0.01%+3,78513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,053$2.85M<0.01%+11,41813F-HRTimelineGroup
Cresta Advisors, Ltd.127,797$2.74M1.12%+9,82413F-HRTimeline
IFP Advisors, Inc122,991$2.63M0.05%-2,25313F-HRTimeline
Sanctuary Advisors, LLC117,331$2.51M0.01%-2,39113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,517$2.28M<0.01%+2,44013F-HRTimelineGroup
Cambridge Investment Research Advisors,…103,701$2.22M0.01%-2,92013F-HRTimeline
OneDigital Investment Advisors LLC101,329$2.17M0.02%-85013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC91,446$1.96M<0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC86,798$1.86M0.18%+1,69613F-HRTimeline
AdvisorNet Financial, Inc81,804$1.75M0.09%-63,69513F-HRTimeline
Brick & Kyle, Associates78,971$1.69M0.56%-29,06013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,970$1.67M0.01%+7413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…76,997$1.65M<0.01%+70,46313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS75,138$1.61M<0.01%-8,15913F-HRTimeline
Private Advisor Group, LLC68,760$1.47M0.01%-4,95913F-HRTimeline
Aspire Capital Advisors LLC68,566$1.47M0.33%+18,36413F-HRTimeline
Waverly Advisors, LLC68,053$1.46M0.01%+5913F-HRTimeline
Beacon Pointe Advisors, LLC64,157$1.37M0.01%+2,68013F-HRTimeline
IHT Wealth Management, LLC63,537$1.36M0.03%-8,58613F-HRTimeline
Axis Wealth Partners, LLC62,180$1.33M0.71%-64313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.12M0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC51,461$1.1M<0.01%-10,00113F-HRTimeline
Janney Montgomery Scott LLC49,193$1.05M<0.01%-17213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,885$983K<0.01%+26,00013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC43,450$931K<0.01%-5313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…42,661$914K0.02%-2,18213F-HRTimelineGroup
Arax Advisory Partners41,799$895K0.03%013F-HRTimeline
Prospera Financial Services Inc41,666$892K0.01%+8113F-HRTimeline
BARRETT & COMPANY, INC.38,878$833K0.29%-1,10213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,369$822K0.04%-31413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC37,751$809K0.03%-46,37913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,327$778K<0.01%-8,38413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,553$762K<0.01%+613F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC34,514$739K0.04%013F-HRTimeline
NewEdge Advisors, LLC33,648$721K<0.01%+13813F-HR/ATimeline
AFT, FORSYTH & COMPANY, INC.33,328$714K0.34%-8613F-HRTimeline
New Insight Wealth Advisors33,301$713K0.26%-14,88613F-HRTimeline
Creative Planningin group Creative Planning32,904$705K<0.01%+4,84613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,419$699K<0.01%-8,02213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp32,582$698K0.03%+1,98713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,961$685K0.01%+1,37813F-HRTimelineGroup
NWF Advisory Services Inc.31,881$683K0.08%-47813F-HRTimeline
BKM Wealth Management, LLC31,755$680K0.25%+94013F-HRTimeline
FMR LLCin group FMR LLC31,464$674K<0.01%+6,90713F-HRTimelineGroup
GLOBALT Investments LLC / GA30,615$656K0.02%-18313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.30,180$646K<0.01%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.29,731$637K0.01%+6,46613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,810$617K+3,150Timeline
City State Bank28,354$607K0.16%+7,44013F-HRTimeline
First PREMIER Bank25,860$554K0.13%-10,81013F-HRTimeline
PFG Advisors25,765$552K0.03%-5,25913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,510$545K0.04%-20113F-HRTimeline
Institute for Wealth Management, LLC.24,452$524K0.06%-413F-HRTimeline
Curi Capital, LLC24,449$524K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors20,947$445K0.06%-23113F-HRTimelineGroup
Sovereign Financial Group, Inc.20,198$433K0.08%+52613F-HRTimeline
CWM, LLCin group CWM, LLC19,224$412K<0.01%+313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,193$411K<0.01%-1,01313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC19,169$411K0.02%013F-HRTimeline
Wedmont Private Capital18,885$406K0.01%+3,58213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,921$405K<0.01%+1,24013F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC17,849$382K0.13%013F-HRTimeline
Meridian Wealth Management, LLC17,297$370K0.01%-1,05513F-HRTimeline
Dynamic Advisor Solutions LLC17,046$365K0.01%-2,90913F-HRTimeline
Kovack Advisors, Inc.16,340$349K0.02%-1,28213F-HRTimeline
Revisor Wealth Management LLC15,960$342K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…15,678$336K0.02%+413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC15,205$326K0.07%-6,57613F-HRTimeline
Steward Partners Investment Advisory, L…15,053$322K<0.01%013F-HRTimeline
Integrated Advisors Network LLC14,669$314K0.02%-10,11713F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,545$312K0.08%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,292$306K<0.01%+3,58213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC14,500$296K0.01%013F-HRTimeline
Lifetime Wealth Management P.C.13,428$288K0.16%-21513F-HRTimeline
Sowell Financial Services LLC13,087$280K0.01%+1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,010$279K<0.01%+79813F-HRTimelineGroup
Chicago Partners Investment Group LLC12,643$278K0.01%-26113F-HRTimeline
Creekside Partners12,443$267K0.11%+1113F-HRTimeline
Snowden Capital Advisors LLC12,264$263K0.01%013F-HRTimeline
David J Yvars Group11,800$251K0.14%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,704$249K<0.01%-11,99513F-HR/ATimelineGroup
Financial Insights, Inc.11,600$248K0.08%013F-HRTimeline
MATHER GROUP, LLC.11,496$246K<0.01%013F-HRTimeline
World Investment Advisors11,296$242K<0.01%-48413F-HRTimeline
Kingsview Wealth Management, LLC11,172$239K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,615$227K<0.01%+55713F-HRTimelineGroup
Clearwater Capital Advisors, LLC10,572$226K0.02%-13913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,551$226K<0.01%-10,82513F-HRTimelineGroup
Brookwood Investment Group LLC10,543$226K0.03%+6313F-HRTimeline
Signal Advisors Wealth, LLC10,054$215K0.01%-42213F-HRTimeline
Herold Advisors, Inc.9,910$212K0.05%-1,07913F-HRTimeline
Opus Capital Group, LLC9,920$212K0.02%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,720$208K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,532$204K<0.01%-46713F-HR/ATimeline
Kozak & Associates, Inc.5,751$124K0.02%-2,78513F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,665$121K0.03%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,361$115K<0.01%new13F-HRTimeline
New Republic Capital, LLC5,317$114K0.04%-24913F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$111K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,161$111K0.01%013F-HRTimeline
Clearstead Advisors, LLC4,770$102K<0.01%+113F-HRTimeline
Crews Bank & Trust4,690$100K0.01%013F-HRTimeline
Caldwell Trust Co4,130$88.5K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,020$86.1K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC3,718$82.3K0.01%-3,24413F-HRTimeline
MAI Capital Management3,683$78.9K<0.01%+1,00113F-HRTimeline
JPL Wealth Management, LLC3,540$75.8K0.02%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,355$71.9K0.01%+2,26513F-HRTimelineGroup
Aptus Capital Advisors, LLC3,273$70.1K<0.01%013F-HRTimeline
AE Wealth Management LLC2,769$59.3K<0.01%-50813F-HRTimeline
Geneos Wealth Management Inc.2,502$53.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,477$52.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,233$47.8K<0.01%-1,36413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,201$47.1K<0.01%-28,22413F-HRTimelineGroup
Family Manage LLC2,000$42.8K0.01%013F-HRTimeline
Hurley Capital, LLC2,000$42.8K0.02%013F-HRTimeline
Wagner Wealth Management, LLC1,962$42K0.01%+2113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,720$36.8K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,519$32.5K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,463$31.3K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,400$30K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,245$26.7K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1,174$25.1K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$24.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,000$21.4K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$21.4K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$21.4K0.11%013F-HRTimeline
Cornerstone Financial Management LLC1,000$21.4K0.02%013F-HR/ATimeline
Advanced Asset Management Advisors Inc940$20.1K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC868$18.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.822$17.6K<0.01%013F-HRTimeline
Allworth Financial LP813$17.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.800$17.1K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC798$17.1K<0.01%013F-HRTimeline
Strive Financial Group ,LLC800$17K0.01%013F-HRTimeline
Addison Advisors LLC610$13.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/546$11.7K<0.01%-50013F-HRTimelineGroup
Medallion Wealth Advisors, LLC540$11.6K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC512$11K<0.01%013F-HRTimeline
Sound Income Strategies, LLC508$10.8K<0.01%013F-HRTimeline
Advisory Services Network, LLC503$10.8K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.369$7.9K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$6.43K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC231$4.95K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC187$4K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC172$3.68K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC117$2.5K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.103$2.21K<0.01%013F-HRTimeline
Key Financial Inc103$2.21K<0.01%-14613F-HRTimeline
CoreCap Advisors, LLC65$1.39K<0.01%-22513F-HRTimeline
SIMPLEX TRADING, LLC1$21<0.01%new13F-HRTimeline