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Disclosery

PTH INVESCO EXCHANGE TRADED FD T

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ETF (fund)

62 managers (62 13F filers) reported a position in PTH shares at 2026-03-31, 933,977 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
6
Added
12
Reduced
20
Sold out
7
Shares held by filers
933,977

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
MORGAN STANLEYin group MORGAN STANLEY141,044$6.91M<0.01%-1,41913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,710$5.57M<0.01%+11613F-HRTimelineGroup
LPL Financial LLC84,082$4.12M<0.01%-12,95113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,237$2.9M<0.01%-11,44413F-HRTimelineGroup
SFI Advisors, LLC57,991$2.84M2.98%-27,95013F-HRTimeline
IHT Wealth Management, LLC57,887$2.84M0.07%-28,00513F-HRTimeline
Cambridge Investment Research Advisors,…53,726$2.63M0.01%+21,71713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,913$1.91M<0.01%+3,77413F-HR/ATimelineGroup
BYRNE FINANCIAL FREEDOM, LLC33,675$1.65M0.79%-1,96013F-HRTimeline
NewEdge Advisors, LLC33,597$1.65M0.01%+33,13513F-HR/ATimeline
UBS Group AGin group UBS Group AG26,646$1.31M<0.01%-10,04513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,148$1.23M<0.01%+18,90113F-HRTimelineGroup
Farther Finance Advisors, LLC24,804$1.22M0.01%+17313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,749$821K<0.01%-74913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,719$721K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,592$715K0.01%-23113F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,700$524K<0.01%-30913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,744$477K0.01%+4,12613F-HRTimelineGroup
PFG Advisors9,488$465K0.02%+16213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,421$462K<0.01%-1,90713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,334$408K<0.01%new13F-HRTimelineGroup
Fortune Financial Group, Inc.7,435$364K0.33%+44213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,500$318K<0.01%013F-HRTimelineGroup
Atlas Legacy Advisors, LLC6,351$316K0.06%-3913F-HRTimeline
Cetera Investment Advisers6,252$306K<0.01%+3913F-HRTimeline
MML INVESTORS SERVICES, LLC6,220$305K<0.01%-1,05813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,004$294K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,771$283K<0.01%-2,50213F-HRTimelineGroup
Prosperity Consulting Group, LLC5,647$277K0.01%-44013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,684$265K<0.01%+99113F-HRTimelineGroup
EP Wealth Advisors, LLC4,422$217K<0.01%013F-HRTimeline
Concentrum Wealth Management4,288$210K0.06%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,278$210K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management2,454$120K<0.01%-1913F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,956$95.8K0.01%013F-HRTimeline
Sankala Group LLC1,527$72.4K0.06%-2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,425$69.8K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,212$59.4K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC1,200$58.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,154$53.6K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,079$52.9K<0.01%-3413F-HRTimelineGroup
Sound Income Strategies, LLC1,004$49.5K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.900$44.1K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/900$44.1K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/782$38.3K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC750$36.8K<0.01%013F-HR/ATimeline
Allworth Financial LP615$30.1K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC579$28.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC529$25.9K<0.01%+18413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC405$19.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.375$18.4K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC374$18.3K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…300$14.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC299$14.7K<0.01%-1013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…225$11.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT195$9.55K<0.01%013F-HRTimeline
Westside Investment Management, Inc.150$7.35K<0.01%013F-HRTimeline
AE Wealth Management LLC138$6.76K<0.01%013F-HRTimeline
Key Financial Inc120$5.88K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC114$5.59K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd82$4.02K<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV75$3.67K<0.01%013F-HRTimeline