PEJINVESCO EXCHANGE TRADED FD T
CUSIP 46137V720 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PEJ) has 81 institutional holders in Filings Flow’s 13F database, together reporting 1.57M shares worth $91M as of Q1 2026. The largest reported holders are Kingsview Wealth Management, LLC, Raymond James Financial Inc, and Morgan Stanley.
Institutional Holders
81
Q1 2026
Reported Value
$91M
Ticker
PEJ
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC$7.3B AUM | 0.22% | $16M | 272.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 198.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $9M | 161.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 138.6K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.03% | $5M | 87.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 84.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 72.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $4M | 70.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 69.0K | Q1 2026 |
| Black Swift Group, LLC$571M AUM | 0.51% | $3M | 47.9K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 40.1K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 0.19% | $2M | 39.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 26.8K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 0.14% | $2M | 25.3K | Q3 2025OLDER |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.52% | $1M | 24.6K | Q2 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 21.8K | Q3 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.25% | $1M | 18.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 17.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $975,140 | 16.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $957,946 | 16.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $844,827 | 14.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $844,000 | 14.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $791,543 | 13.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $785,559 | 13.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $701,000 | 12.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $614,244 | 10.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $604,579 | 10.0K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $590,655 | 9.8K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $528,333 | 8.7K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $505,082 | 8.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $488,218 | 8.4K | Q1 2026 |
| LEUTHOLD GROUP, LLC$939M AUM | 0.05% | $458,106 | 7.6K | Q3 2025OLDER |
| Ironwood Financial, llc$573M AUM | 0.08% | $451,086 | 7.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $447,095 | 7.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $446,611 | 7.7K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.23% | $444,026 | 7.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $431,365 | 7.1K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $421,617 | 7.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $417,282 | 7.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $411,599 | 7.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $407,687 | 8.4K | Q1 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.08% | $400,313 | 6.6K | Q3 2025OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.10% | $395,813 | 6.5K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $366,114 | 6.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $358,490 | 6.2K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $346,199 | 6.0K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $331,646 | 5.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $306,409 | 5.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $294,839 | 5.1K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.03% | $292,510 | 5.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $284,793 | 4.6K | Q4 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.13% | $278,639 | 4.9K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $278,000 | 4.5K | Q4 2025OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.15% | $250,023 | 4.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $244,072 | 4.0K | Q4 2025OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.07% | $242,994 | 4.2K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $237,000 | 3.9K | Q4 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $235,515 | 4.1K | Q1 2026 |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.08% | $220,451 | 3.6K | Q3 2025OLDER |
| Western Financial Corp/CA$255M AUM | 0.08% | $206,989 | 3.4K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $205,548 | 3.4K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $200,626 | 3.3K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $200,231 | 3.5K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $173,128 | 3.0K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $159,458 | 2.6K | Q4 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.05% | $152,000 | 2.6K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $131,499 | 2.3K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $125,237 | 2.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $113,963 | 2.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $106,103 | 1.8K | Q1 2026 |
| Stelac Advisory Services LLC$494M AUM | 0.02% | $102,161 | 1.8K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $100,695 | 1.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $95,328 | 1.6K | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.05% | $95,000 | 2.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $93,348 | 1.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $67,463 | 1.1K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $67,426 | 1.1K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $63,778 | 1.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $59,422 | 1.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $57,980 | 1.0K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $45,998 | 750 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $45,495 | 785 | Q1 2026 |
| Bernard Wealth Management Corp.$234M AUM | 0.02% | $43,485 | 750 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $40,006 | 690 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $37,687 | 650 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $30,665 | 500 | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.00% | $29,880 | 497 | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $26,617 | 434 | Q4 2025OLDER |
| CNB Bank$238M AUM | 0.01% | $24,062 | 415 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $23,670 | 416 | Q2 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $23,192 | 400 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $19,739 | 322 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17,674 | 316 | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $15,307 | 264 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,910 | 220 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $12,292 | 212 | Q1 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $9,161 | 158 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $8,795 | 152 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $8,733 | 151 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8,724 | 144 | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,270 | 120 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6,685 | 109 | Q4 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $6,316 | 111 | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $5,798 | 100 | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.00% | $5,798 | 100 | Q1 2026 |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $5,451 | 94 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $5,218 | 90 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,943 | 68 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,271 | 54 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,189 | 55 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $2,846 | 50 | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,511 | 26 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $1,358 | 23 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $986 | 17 | Q1 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $232 | 4 | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $175 | 3 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $174 | 3 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $116 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.