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Disclosery

PSP INVESCO EXCHANGE TRADED FD T

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GBL LISTED PVT (fund)

94 managers (94 13F filers) reported a position in PSP shares at 2026-06-30, 2,374,698 shares in all. 12 filers opened a position and 18 filers sold out during the quarter.

Managers
94
13F filers
94
New
12
Added
34
Reduced
21
Sold out
18
Shares held by filers
2,374,698

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
MORGAN STANLEYin group MORGAN STANLEY349,507$19.5M<0.01%+110,89613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/305,543$17M<0.01%+88613F-HRTimelineGroup
Endowment Wealth Management, Inc.232,282$12.9M5%+5,59713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN152,514$8.5M<0.01%+11,90313F-HRTimelineGroup
Aletheian Wealth Advisors LLC146,352$8.15M3.48%+14,77313F-HRTimeline
LPL Financial LLC129,608$7.22M<0.01%-5,22013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC104,906$5.84M0.09%new13F-HRTimeline
First Interstate Bank104,099$5.8M0.3%new13F-HRTimeline
Crestwood Advisors Group, LLC70,000$3.9M0.06%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,852$3.22M<0.01%+24,64913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,216$3.02M<0.01%-67,22613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,018$2.95M<0.01%+40,32513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,188$2.74M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,544$2.04M<0.01%-314,12013F-HRTimelineGroup
Farther Finance Advisors, LLC33,916$1.89M0.01%-13,76213F-HRTimeline
FLOW TRADERS U.S. LLC31,832$1.77M0.07%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,130$1.62M<0.01%+19,57113F-HRTimelineGroup
Global Retirement Partners, LLC27,416$1.53M0.02%13F-HRTimeline
UBS Group AGin group UBS Group AG27,335$1.52M<0.01%+50813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,299$1.24M<0.01%+8,50713F-HRTimelineGroup
Nuveen, LLCin group TIAA21,062$1.17M<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC20,341$1.13M0.31%+1,18613F-HRTimeline
Arax Advisory Partners17,466$973K0.01%+11,41313F-HRTimeline
O'ROURKE & COMPANY, Inc16,467$917K0.32%+1,66913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,356$911K<0.01%+5,01813F-HRTimelineGroup
NTV Asset Management LLC15,270$851K0.08%-47013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,649$815K<0.01%+1,72813F-HRTimelineGroup
LFA - Lugano Financial Advisors SA15,304$811K0.49%-84013F-HRTimeline
MML INVESTORS SERVICES, LLC13,370$745K<0.01%-15,25913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,739$598K0.09%+1213F-HRTimeline
Cordoba Advisory Partners LLC10,542$587K0.12%+2,77613F-HRTimeline
Hyundai Investments Co., Ltd.10,112$556K0.6%-7,51713F-HRTimeline
Betterment LLC9,668$539K<0.01%+89713F-HRTimeline
Cambridge Investment Research Advisors,…8,700$485K<0.01%-5813F-HR/ATimeline
Integrated Wealth Concepts LLC8,207$457K<0.01%+3,78013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,558$421K0.01%+15913F-HRTimelineGroup
Compound Planning, Inc.6,948$387K0.01%013F-HRTimeline
Sidoxia Capital Management, LLC6,926$386K0.28%+15013F-HRTimeline
Advyzon Investment Management, LLC6,158$343K0.02%+67713F-HRTimeline
BRIGHTON JONES LLC6,000$334K0.01%013F-HRTimeline
Legacy Capital Wealth Partners, LLC5,813$324K0.06%-2,09613F-HRTimeline
Joseph P. Lucia & Associates, LLC5,771$321K0.1%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,680$316K<0.01%new13F-HRTimelineGroup
Fort Point Capital Partners LLC5,338$297K0.03%013F-HRTimeline
Larson Financial Group LLC5,328$297K0.01%+40313F-HRTimeline
Private Advisor Group, LLC5,241$292K<0.01%-1113F-HRTimeline
Triumph Capital Management5,085$283K0.05%+33313F-HRTimeline
HighPoint Advisor Group LLC4,955$276K0.01%+73013F-HRTimeline
HRT FINANCIAL LP4,886$272K<0.01%-23,81613F-HRTimeline
MAI Capital Management4,870$271K<0.01%+1,20013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,837$269K0.04%-23013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,692$261K<0.01%-2,00613F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,608$257K0.02%new13F-HRTimeline
&PARTNERS4,476$249K<0.01%+6613F-HRTimeline
CIBC WORLD MARKET INC.4,313$240K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,132$230K0.01%+25913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,756$209K0.01%-22813F-HRTimeline
Ashton Thomas Private Wealth, LLC3,695$206K<0.01%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.3,533$203K0.02%new13F-HRTimeline
Cetera Investment Advisers3,630$202K<0.01%-10,07613F-HRTimeline
Comprehensive Money Management Services…3,593$200K0.13%-7213F-HRTimeline
Provident Wealth Management, LLC2,749$153K0.04%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,327$129K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1,737$96.8K0.01%-1313F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,551$86.4K0.08%013F-HRTimeline
PRIVATE TRUST CO NA1,529$85.2K0.01%+13313F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$44.6K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC800$44.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…770$42.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC748$41.7K<0.01%+19313F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC593$33K0.03%013F-HRTimeline
Manchester Capital Management LLC450$25.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC406$23.5K<0.01%-2913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…410$22.8K<0.01%+13513F-HRTimelineGroup
IFP Advisors, Inc354$19.7K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.317$17.7K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC312$17.4K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC176$9.79K<0.01%+413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/155$8.63K<0.01%013F-HRTimelineGroup
Allied Private Wealth LLC100$5.67K<0.01%13F-HRTimeline
Costello Asset Management, INC100$5.57K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners100$5.56K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC90$5.01K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC84$4.66K<0.01%+7313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC77$4.29K<0.01%-1813F-HRTimeline
Geneos Wealth Management Inc.57$3.17K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57$3.14K<0.01%-113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…51$2.85K<0.01%+113F-HRTimelineGroup
Parallel Advisors, LLC45$2.51K<0.01%013F-HRTimeline
Winch Advisory Services, LLC40$2.23K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.28$1.56K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26$1.45K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC25$1.39K<0.01%013F-HRTimeline
Davis Capital Management2$135<0.01%013F-HRTimeline