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Disclosery

PSP INVESCO EXCHANGE TRADED FD T

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GBL LISTED PVT (fund)

101 managers (101 13F filers) reported a position in PSP shares at 2025-09-30, 3,060,787 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
101
13F filers
101
New
11
Added
38
Reduced
24
Sold out
6
Shares held by filers
3,060,787

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
MORGAN STANLEYin group MORGAN STANLEY289,305$20M<0.01%+35,46113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/280,105$19.3M<0.01%-34,19313F-HR/ATimelineGroup
Touchstone Capital, Inc.234,679$16.2M8.3%13F-HRTimeline
Beacon Capital Management, Inc.225,057$15.5M0.74%-10,67113F-HRTimeline
LPL Financial LLC213,541$14.7M<0.01%+28,64713F-HRTimeline
Endowment Wealth Management, Inc.192,882$13.3M6.04%+3,76213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC164,015$11.3M<0.01%-38,65613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN143,073$9.87M<0.01%+5,40013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC138,157$9.54M0.01%+111,30313F-HRTimelineGroup
Aletheian Wealth Advisors LLC122,142$8.43M3.92%+2,47913F-HRTimeline
Beta Wealth Group, Inc.108,854$7.51M2.97%+35,30413F-HRTimeline
Arax Advisory Partners120,013$6.36M0.09%+115,64513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,958$4.07M<0.01%+26,84513F-HRTimelineGroup
Traction Financial Partners, LLC52,732$3.64M2.25%+6,02513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC49,186$3.39M0.06%+7,31713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC47,787$3.3M0.07%+3,42513F-HRTimeline
Farther Finance Advisors, LLC46,184$3.19M0.05%+35,31713F-HRTimeline
UBS Group AGin group UBS Group AG42,663$2.94M<0.01%+24,42413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers34,396$2.37M<0.01%+4,61013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,479$2.17M<0.01%-8,83913F-HRTimelineGroup
NewEdge Advisors, LLC28,376$1.96M0.01%+9,29513F-HRTimeline
MML INVESTORS SERVICES, LLC28,100$1.94M0.01%-4,97813F-HRTimeline
Global Retirement Partners, LLC25,685$1.77M0.04%+6,11313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,587$1.63M<0.01%+15,84913F-HRTimelineGroup
NTV Asset Management LLC23,095$1.59M0.17%-70013F-HRTimeline
Cynosure Group, LLC19,403$1.34M0.15%+1,98413F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC18,423$1.27M<0.01%+3,02513F-HRTimelineGroup
Darwin Wealth Management, LLC18,197$1.26M0.4%+92813F-HRTimeline
LFA - Lugano Financial Advisors SA16,422$1.13M0.6%-1,15313F-HRTimeline
Cambridge Investment Research Advisors,…16,069$1.11M<0.01%-2,37813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,646$873K0.12%-48413F-HRTimeline
Legacy Capital Wealth Partners, LLC12,279$848K0.18%-69913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,725$809K<0.01%+40313F-HRTimelineGroup
Atria Investments, Inc11,320$781K0.01%-3,11913F-HRTimeline
VestGen Advisors, LLC11,284$779K0.03%+2,69613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,004$759K<0.01%-38,99613F-HRTimelineGroup
Perigon Wealth Management, LLC9,708$670K0.01%+5,66813F-HRTimeline
O'ROURKE & COMPANY, Inc9,489$655K0.27%+6,32713F-HRTimeline
Private Advisor Group, LLC9,358$646K<0.01%+3,30813F-HRTimeline
Cetera Investment Advisers8,642$596K<0.01%-47,05713F-HRTimeline
Betterment LLC8,248$569K<0.01%-8813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,008$484K0.01%+39213F-HRTimelineGroup
Janney Montgomery Scott LLC6,802$469K<0.01%-86213F-HRTimeline
UPTICK PARTNERS, LLC6,726$464K0.12%-27713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,593$455K<0.01%+6413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,155$425K<0.01%-1,01313F-HRTimeline
BRIGHTON JONES LLC6,000$414K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,771$398K0.15%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,467$377K0.07%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,345$369K0.01%+12613F-HRTimelineGroup
Fort Point Capital Partners LLC5,338$368K0.05%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,225$361K0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,847$335K<0.01%+1,00613F-HRTimelineGroup
Advyzon Investment Management, LLC4,818$333K0.06%+11613F-HRTimeline
Comprehensive Money Management Services…4,345$300K0.21%-1013F-HRTimeline
Larson Financial Group LLC4,297$297K0.01%+49413F-HRTimeline
Triumph Capital Management4,135$285K0.08%+20413F-HR/ATimeline
&PARTNERS4,037$279K<0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,984$275K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,972$274K0.01%-4,09513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,946$272K0.01%+11513F-HRTimeline
Dynamic Advisor Solutions LLC3,192$220K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,074$212K<0.01%-1413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,011$208K0.01%-2,46313F-HRTimeline
Advisory Services Network, LLC2,699$186K<0.01%-30013F-HRTimeline
Federation des caisses Desjardins du Qu…2,627$181K<0.01%013F-HRTimeline
MAI Capital Management2,147$148K<0.01%+30413F-HRTimeline
Corundum Trust Company, INC2,031$140K0.3%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,200$82.8K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA932$64.3K0.01%+54013F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$55.2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC800$55.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…770$53.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/600$41.4K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC600$41.4K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO537$37.1K<0.01%+47913F-HR/ATimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC500$34.3K0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC450$31.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC389$26.1K<0.01%+513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC336$23.2K<0.01%-1113F-HRTimelineGroup
Founders Financial Alliance, LLC310$21.4K<0.01%new13F-HRTimeline
COMERICA BANK275$19K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…238$16.4K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC212$14.6K<0.01%-4613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…163$11.3K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…154$10.6K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC100$6.9K<0.01%013F-HRTimeline
Caitlin John, LLC90$6.21K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.84$5.8K<0.01%013F-HRTimeline
AE Wealth Management LLC75$5.18K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$4.14K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.57$3.93K<0.01%013F-HRTimeline
Parallel Advisors, LLC45$3.11K<0.01%013F-HRTimeline
Winch Advisory Services, LLC40$2.76K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.55K<0.01%013F-HRTimeline
Blue Trust, Inc.26$1.79K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC17$1.16K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$690<0.01%new13F-HRTimelineGroup
Painted Porch Advisors LLC10$690<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8$552<0.01%013F-HRTimeline
Davis Capital Management2$160<0.01%13F-HRTimeline