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Disclosery

PSP INVESCO EXCHANGE TRADED FD T

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GBL LISTED PVT (fund)

99 managers (99 13F filers) reported a position in PSP shares at 2026-03-31, 2,343,635 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
99
13F filers
99
New
17
Added
36
Reduced
23
Sold out
16
Shares held by filers
2,343,635

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC350,664$19.8M0.01%+62,77313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/304,657$17.2M<0.01%+62413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY238,611$13.5M<0.01%+32,33313F-HRTimelineGroup
Endowment Wealth Management, Inc.226,685$12.8M5.67%+23,13013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,611$7.95M<0.01%+12,46813F-HR/ATimelineGroup
LPL Financial LLC134,828$7.62M<0.01%+28,81713F-HRTimeline
Aletheian Wealth Advisors LLC131,579$7.44M3.62%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,442$6.86M<0.01%+60,90613F-HRTimelineGroup
Crestwood Advisors Group, LLC70,000$3.96M0.07%013F-HRTimeline
Clark Capital Management Group, Inc.67,215$3.8M0.02%new13F-HRTimeline
Farther Finance Advisors, LLC47,678$2.71M0.03%+1,21413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,203$1.88M<0.01%+21,74413F-HRTimelineGroup
HRT FINANCIAL LP28,702$1.62M<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC28,629$1.62M<0.01%-2,68413F-HRTimeline
UBS Group AGin group UBS Group AG26,827$1.52M<0.01%+8,11113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC20,983$1.19M<0.01%+3,01413F-HRTimelineGroup
Darwin Wealth Management, LLC19,155$1.08M0.34%-19213F-HRTimeline
Hyundai Investments Co., Ltd.17,629$972K1.1%+11,20313F-HRTimeline
LFA - Lugano Financial Advisors SA16,144$912K0.46%+23813F-HRTimeline
NTV Asset Management LLC15,740$890K0.1%-5,73513F-HRTimeline
O'ROURKE & COMPANY, Inc14,798$836K0.33%+2,77413F-HRTimeline
Brooklyn Investment Group13,912$786K0.02%+5,12513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,792$781K<0.01%-9,88013F-HRTimelineGroup
Cetera Investment Advisers13,706$775K<0.01%+10,32613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,921$730K<0.01%+44913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,693$717K<0.01%-30,17113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,338$641K<0.01%-79713F-HRTimelineGroup
GTS SECURITIES LLC10,834$612K0.02%+4,34613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC10,727$606K0.08%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,559$540K<0.01%+8,40913F-HRTimelineGroup
Betterment LLC8,771$496K<0.01%+53013F-HRTimeline
Cambridge Investment Research Advisors,…8,758$495K<0.01%-1,24113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,698$449K<0.01%+57213F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC7,909$447K0.09%-4,81413F-HRTimeline
Cordoba Advisory Partners LLC7,766$439K0.12%-14,29013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,399$418K0.01%+36813F-HRTimelineGroup
Compound Planning, Inc.6,948$393K0.01%new13F-HRTimeline
Sidoxia Capital Management, LLC6,776$383K0.33%13F-HRTimeline
Arax Advisory Partners6,053$342K0.01%-12,67813F-HRTimeline
BRIGHTON JONES LLC6,000$339K0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,796$328K<0.01%new13F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC5,771$326K0.12%013F-HRTimeline
Advyzon Investment Management, LLC5,481$310K0.03%+35913F-HRTimeline
Fort Point Capital Partners LLC5,338$302K0.04%-2,21813F-HRTimeline
Private Advisor Group, LLC5,252$297K<0.01%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,067$286K0.05%-40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,012$283K<0.01%-23913F-HRTimeline
Larson Financial Group LLC4,925$278K0.01%+56913F-HRTimeline
Triumph Capital Management4,752$269K0.05%+51713F-HRTimeline
Integrated Wealth Concepts LLC4,427$250K<0.01%+95613F-HRTimeline
&PARTNERS4,410$249K<0.01%-1,21013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,395$248K<0.01%-44,87313F-HRTimelineGroup
HighPoint Advisor Group LLC4,225$239K0.01%+65613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,984$229K0.01%013F-HR/ATimeline
UPTICK PARTNERS, LLC3,915$221K0.04%-2,50313F-HRTimeline
Dynamic Advisor Solutions LLC3,873$219K0.01%+10613F-HRTimeline
Ashton Thomas Private Wealth, LLC3,695$209K<0.01%-12013F-HRTimeline
MAI Capital Management3,670$207K<0.01%+1,60013F-HRTimeline
Comprehensive Money Management Services…3,665$207K0.14%-68013F-HRTimeline
Advisory Services Network, LLC2,499$141K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,327$131K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1,750$98.9K0.01%+6913F-HR/ATimeline
Three Bearings Fiduciary Advisors, Inc.1,551$87.7K0.08%013F-HRTimeline
PRIVATE TRUST CO NA1,396$78.9K0.01%+1613F-HRTimeline
Belvedere Trading LLC1,038$58.7K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$45.2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC800$45.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…770$43.5K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC593$33.5K0.03%013F-HRTimeline
NewEdge Advisors, LLC555$31.4K<0.01%-28,85513F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP526$28.7K<0.01%+50513F-HRTimelineGroup
Cornerstone Planning Group LLC435$26.9K<0.01%+3813F-HRTimeline
Manchester Capital Management LLC450$25.4K<0.01%-25013F-HRTimeline
IFP Advisors, Inc354$20K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC353$20K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…275$15.5K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC172$9.74K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/155$8.76K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC100$5.65K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC95$5.37K<0.01%-5813F-HRTimeline
Caitlin John, LLC90$5.09K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.57$3.22K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58$3.2K<0.01%013F-HR/ATimelineGroup
Signature Equity Partners, LLC53$3K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$2.83K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV49$2.77K<0.01%+4013F-HRTimeline
Parallel Advisors, LLC45$2.54K<0.01%013F-HR/ATimeline
Winch Advisory Services, LLC40$2.26K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$2.09K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.28$1.58K<0.01%+2013F-HRTimeline
WealthShield Partners, LLC27$1.53K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.26$1.47K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26$1.47K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC25$1.41K<0.01%013F-HRTimeline
Sound Income Strategies, LLC17$964<0.01%013F-HRTimeline
FMR LLCin group FMR LLC11$622<0.01%-36013F-HRTimelineGroup
Park Square Financial Group, LLC7$396<0.01%new13F-HRTimeline
Davis Capital Management2$134<0.01%013F-HRTimeline
AE Wealth Management LLC0$15<0.01%-7713F-HRTimelineAmount filed as zero, left out of ratios.