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Disclosery

PSP INVESCO EXCHANGE TRADED FD T

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GBL LISTED PVT (fund)

98 managers (98 13F filers) reported a position in PSP shares at 2025-12-31, 2,553,490 shares in all. 17 filers opened a position and 23 filers sold out during the quarter.

Managers
98
13F filers
98
New
17
Added
34
Reduced
25
Sold out
23
Shares held by filers
2,553,490

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/304,033$20.4M<0.01%+23,92813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC287,891$19.3M0.01%+228,93313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY206,278$13.8M<0.01%-83,02713F-HR/ATimelineGroup
Endowment Wealth Management, Inc.203,555$13.7M6.27%+10,67313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…181,371$12.2M0.02%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128,143$8.6M<0.01%-14,93013F-HRTimelineGroup
LPL Financial LLC106,011$7.11M<0.01%-107,53013F-HRTimeline
Beta Wealth Group, Inc.105,293$7.06M2.84%-3,56113F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS94,357$6.33M3.31%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC74,345$4.99M0.09%+26,55813F-HR/ATimeline
Crestwood Advisors Group, LLC70,000$4.7M0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,536$4.06M<0.01%-103,47913F-HRTimelineGroup
Traction Financial Partners, LLC55,791$3.74M2.22%+3,05913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC49,268$3.3M0.06%+8213F-HRTimelineGroup
Farther Finance Advisors, LLC46,464$3.12M0.03%+28013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,864$2.88M<0.01%+19,27713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC31,313$2.1M0.01%+3,21313F-HRTimeline
NewEdge Advisors, LLC29,410$1.97M0.01%+1,03413F-HRTimeline
Global Retirement Partners, LLC27,361$1.84M0.03%+1,67613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,672$1.59M<0.01%-6,80713F-HRTimelineGroup
Cordoba Advisory Partners LLC22,056$1.48M0.37%13F-HRTimeline
Cynosure Group, LLC21,519$1.44M0.15%+2,11613F-HRTimeline
NTV Asset Management LLC21,475$1.44M0.15%-1,62013F-HRTimeline
Darwin Wealth Management, LLC19,347$1.3M0.4%+1,15013F-HRTimeline
Arax Advisory Partners18,731$1.26M0.04%-101,28213F-HRTimeline
UBS Group AGin group UBS Group AG18,716$1.26M<0.01%-23,94713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC17,969$1.21M<0.01%-45413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA15,906$1.07M0.55%-51613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,115$947K<0.01%new13F-HR/ATimelineGroup
Legacy Capital Wealth Partners, LLC12,723$853K0.18%+44413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,472$836K<0.01%+74713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,135$813K<0.01%+5,54213F-HRTimelineGroup
O'ROURKE & COMPANY, Inc12,024$807K0.31%+2,53513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,459$769K<0.01%+45513F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC10,725$719K0.14%-1,92113F-HRTimeline
VestGen Advisors, LLC10,453$701K0.03%-83113F-HRTimeline
Cambridge Investment Research Advisors,…9,999$671K<0.01%-6,07013F-HRTimeline
Brooklyn Investment Group8,787$594K0.03%new13F-HRTimeline
Betterment LLC8,241$553K<0.01%-713F-HRTimeline
Fort Point Capital Partners LLC7,556$529K0.06%+2,21813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,031$472K0.01%+2313F-HRTimelineGroup
PCG Wealth Advisors, LLC6,507$436K0.12%new13F-HRTimeline
GTS SECURITIES LLC6,488$435K0.01%new13F-HRTimeline
Hyundai Investments Co., Ltd.6,426$433K0.42%new13F-HRTimeline
UPTICK PARTNERS, LLC6,418$430K0.09%-30813F-HRTimeline
Janney Montgomery Scott LLC6,391$429K<0.01%-41113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,126$411K<0.01%+1,27913F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC5,771$387K0.14%013F-HRTimeline
&PARTNERS5,620$377K<0.01%+1,58313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,467$367K0.07%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,251$352K<0.01%-90413F-HRTimeline
Advyzon Investment Management, LLC5,122$344K0.04%+30413F-HRTimeline
Larson Financial Group LLC4,356$292K0.01%+5913F-HRTimeline
Comprehensive Money Management Services…4,345$291K0.2%013F-HRTimeline
FLOW TRADERS U.S. LLC4,337$291K0.01%new13F-HRTimeline
Triumph Capital Management4,235$284K0.06%+10013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,007$269K<0.01%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,984$267K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,815$256K0.01%-13113F-HRTimeline
Dynamic Advisor Solutions LLC3,767$253K0.01%+57513F-HRTimeline
HighPoint Advisor Group LLC3,569$239K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,514$236K<0.01%+44013F-HRTimelineGroup
Integrated Wealth Concepts LLC3,471$233K<0.01%new13F-HRTimeline
Cetera Investment Advisers3,380$227K<0.01%-5,26213F-HRTimeline
Private Advisory Group LLC3,361$225K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,327$155K<0.01%-30013F-HRTimeline
MAI Capital Management2,070$139K<0.01%-7713F-HRTimeline
Beacon Capital Management, Inc.1,681$113K0.01%-223,37613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,551$105K0.1%13F-HRTimeline
PRIVATE TRUST CO NA1,380$92.6K0.01%+44813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,150$77.1K<0.01%+91213F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC800$53.7K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC800$53.7K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…770$51.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC700$47K0.01%+25013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC593$39.8K0.04%13F-HRTimeline
Cornerstone Planning Group LLC397$27.2K<0.01%+813F-HRTimeline
FMR LLCin group FMR LLC371$24.9K<0.01%+15913F-HRTimelineGroup
IFP Advisors, Inc354$23.7K<0.01%new13F-HRTimeline
COMERICA BANK275$18.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/155$10.4K<0.01%-44513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…154$10.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC153$10.3K<0.01%+9313F-HRTimeline
Costello Asset Management, INC100$6.71K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners100$6.7K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC90$6.04K<0.01%013F-HRTimeline
AE Wealth Management LLC77$5.17K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58$3.89K<0.01%-47913F-HRTimelineGroup
Geneos Wealth Management Inc.57$3.82K<0.01%013F-HRTimeline
Parallel Advisors, LLC45$3.02K<0.01%013F-HRTimeline
Winch Advisory Services, LLC40$2.68K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.48K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC25$1.68K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21$1.41K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC17$1.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9$604<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8$537<0.01%013F-HRTimeline
Davis Capital Management2$159<0.01%013F-HRTimeline