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Disclosery

PSI INVESCO EXCHANGE TRADED FD T

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SEMICONDUCTORS (fund)

132 managers (132 13F filers) reported a position in PSI shares at 2024-12-31, 3,755,237 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
132
13F filers
132
New
12
Added
28
Reduced
52
Sold out
13
Shares held by filers
3,755,237

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC486,003$28.1M0.01%-73,06813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY283,602$16.4M<0.01%-7,54713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,296$14.9M<0.01%-21,74913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS195,506$11.3M0.03%+2,16513F-HRTimeline
UBS Group AGin group UBS Group AG195,319$11.3M<0.01%-14,73213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…154,354$10M0.57%-8,13213F-HRTimeline
Independent Advisor Alliance171,925$9.96M0.13%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC145,178$8.41M<0.01%-1,34813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,409$7.5M<0.01%13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC118,880$6.89M0.02%-5,02913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV106,475$6.17M0.02%-2,55413F-HRTimeline
Cambridge Investment Research Advisors,…99,276$5.75M0.02%+15,15113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD91,446$5.3M0.09%-14513F-HRTimelineGroup
Millington Financial Advisors, LLC89,019$5.23M3.04%+80213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78,247$4.53M0.01%-41513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,112$4.52M<0.01%+3,21313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC67,192$3.89M0.01%+4,00913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,979$3.88M0.01%+3,28813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,988$3.3M<0.01%-43,70513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,351$3.03M<0.01%+2,83413F-HRTimelineGroup
Advisory Services Network, LLC50,391$2.92M0.05%-1,09113F-HRTimeline
Private Advisor Group, LLC41,804$2.42M0.01%+1,42313F-HRTimeline
VALLEY NATIONAL ADVISERS INC30,051$1.74M0.31%-3,91713F-HRTimeline
Strategic Blueprint, LLC24,944$1.44M0.09%+43013F-HRTimeline
B. Riley Wealth Advisors, Inc.23,849$1.38M0.05%-99513F-HRTimeline
Cetera Investment Advisers22,412$1.3M<0.01%+1,11213F-HRTimeline
Atria Wealth Solutions, Inc.22,052$1.28M0.01%+1,31413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,571$1.19M<0.01%-47213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,215$1.17M<0.01%+4,97413F-HRTimelineGroup
Bawa N Mallick Trust20,000$1.16M0.51%13F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…19,122$1.11M3.66%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,688$1.08M0.02%+79313F-HRTimelineGroup
Ulland Investment Advisors, LLC18,551$1.07M0.68%-2,32313F-HRTimeline
SFI Advisors, LLC18,354$1.06M0.75%-78713F-HRTimeline
Capital Wealth Alliance, LLC18,208$1.05M0.6%+3,22313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,947$1.04M<0.01%+5,89613F-HRTimelineGroup
Mission Hills Financial Advisory, LLC16,783$972K0.75%-913F-HRTimeline
EP Wealth Advisors, LLC15,818$916K0.01%+17113F-HRTimeline
Integrated Wealth Concepts LLC15,327$888K0.01%013F-HRTimeline
Triton Financial Group Inc15,150$877K0.55%+27813F-HRTimeline
Prospera Financial Services Inc15,071$873K0.02%+1,05013F-HRTimeline
Caprock Group, LLC12,564$728K0.02%013F-HRTimeline
KKM Financial LLC12,340$715K0.3%013F-HRTimeline
DRW Securities, LLC11,480$665K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,995$640K0.06%new13F-HRTimeline
Millennium Capital Advisors, LLC10,950$634K0.43%+50013F-HRTimeline
Valley Brook Capital Group, Inc.10,929$633K0.47%+53513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,903$632K<0.01%+5,00313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,062$583K0.09%-19913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd9,879$572K0.05%013F-HRTimelineGroup
Belpointe Asset Management LLC9,755$562K0.03%013F-HRTimeline
AE Wealth Management LLC9,553$553K<0.01%-1,36213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,229$535K0.03%-1913F-HRTimeline
PFG Investments, LLC8,825$511K0.03%+413F-HRTimeline
Koshinski Asset Management, Inc.8,686$503K0.05%-91713F-HRTimeline
HARBOUR INVESTMENTS, INC.7,902$458K0.01%-10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,382$428K0.01%-8013F-HRTimeline
CWM, LLCin group CWM, LLC7,338$425K<0.01%+6,87513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,022$407K0.02%013F-HRTimelineGroup
WESPAC Advisors, LLC6,955$403K0.3%-4313F-HRTimeline
Carr Financial Group Corp6,844$396K0.12%-1,65213F-HRTimeline
Financial Advocates Investment Manageme…6,660$386K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC6,316$377K<0.01%-46913F-HRTimeline
Mariner, LLCin group Mariner, LLC6,476$375K<0.01%-87813F-HRTimelineGroup
PFG Advisors6,455$374K0.02%-33513F-HRTimeline
Capital Square, LLC5,529$349K0.2%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,623$326K<0.01%-23013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,256$304K<0.01%013F-HR/ATimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,155$299K0.03%new13F-HRTimelineGroup
Janney Montgomery Scott LLC5,130$297K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,690$292K0.01%-1013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,037$292K0.01%-1,00013F-HRTimelineGroup
Sovran Advisors, LLC4,818$292K0.04%13F-HRTimeline
WMG Financial Advisors, LLC4,892$283K0.12%013F-HRTimeline
Argent Trust Co4,803$278K0.01%013F-HRTimeline
McGuire Investment Group, LLC4,698$272K0.04%-16913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,417$256K0.05%-4313F-HRTimelineGroup
Institute for Wealth Management, LLC.4,365$253K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,350$252K0.01%new13F-HR/ATimelineGroup
Kovack Advisors, Inc.4,337$251K0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,323$250K<0.01%-7513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding4,270$247K-5,191Timeline
WNY Asset Management, LLC4,068$236K0.03%-45013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,043$234K<0.01%+213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,010$232K<0.01%-35,34813F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,007$232K0.18%13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,001$232K<0.01%-10,96413F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,950$229K0.04%013F-HRTimelineGroup
HighTower Advisors, LLC3,912$227K<0.01%-3,88313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,775$219K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,534$205K<0.01%-11113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,500$203K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,081$178K<0.01%-44,59313F-HRTimelineGroup
Farther Finance Advisors, LLC2,800$162K0.01%-18613F-HRTimeline
FMR LLCin group FMR LLC2,687$156K<0.01%-21913F-HRTimelineGroup
Householder Group Estate & Retirement S…2,394$138K0.1%-2,15413F-HRTimeline
Transcendent Capital Group LLC2,095$121K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,065$120K<0.01%+113F-HRTimelineGroup
WASHINGTON TRUST Co1,814$105K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,716$99.4K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,408$81.6K<0.01%-3113F-HRTimeline
Steward Partners Investment Advisory, L…1,380$79.9K<0.01%+34513F-HRTimeline
PRIVATE TRUST CO NA1,049$60.8K0.01%013F-HRTimeline
Aspect Partners, LLC911$52.7K0.03%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/885$51.2K<0.01%-1,73913F-HRTimelineGroup
Coppell Advisory Solutions LLC825$49.4K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.795$48.7K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.750$43.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN601$34.8K<0.01%+60013F-HRTimelineGroup
CoreCap Advisors, LLC564$32.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\427$24.7K<0.01%-3813F-HRTimelineGroup
VSM Wealth Advisory, LLC425$24.6K0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$17.4K<0.01%013F-HRTimelineGroup
NFSG Corp195$11.3K<0.01%-30013F-HRTimeline
Sage Mountain Advisors LLC190$11K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC175$10.1K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC126$7.3K<0.01%013F-HRTimeline
Main Street Group, LTD121$7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…111$6.43K<0.01%-7,49413F-HRTimelineGroup
TSFG, LLC103$6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC75$4.39K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC70$4.05K<0.01%-36313F-HRTimeline
Larson Financial Group LLC51$2.95K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC50$2.9K<0.01%013F-HRTimeline
COMERICA BANK47$2.72K<0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.31$1.8K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC30$1.74K<0.01%-2013F-HRTimeline
AMERIFLEX GROUP, INC.17$1.02K<0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12$695<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1$580.01%-1,01613F-HRTimeline
DHJJ Financial Advisors, Ltd.1$58<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$39<0.01%013F-HRTimeline