INVESCO EXCHANGE-TRADED FUND TRUST - CSD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | History | Reduced | 57,133 | 6,335 | 0.16% | 0.15% | 1 | -3,614 | -5.95% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 39,358 | 3,925 | 0.02% | 0.02% | 2 | -10,845 | -21.6% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 22,134 | 2,207 | 0.0% | 0.0% | 3 | -279 | -1.24% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 15,801 | 1,575 | 0.17% | 0.16% | 4 | -210 | -1.31% | Q4 2025 | Jan 27, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,000 | 997 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,934 | 990 | 0.0% | 0.0% | 6 | -515 | -4.93% | Q4 2025 | Feb 17, 2026 |
| Peak Asset Management, LLC | History | No change | 9,931 | 990 | 0.17% | 0.16% | 7 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Phocas Financial Corp. | History | No change | 7,400 | 738 | 0.1% | 0.09% | 8 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Reduced | 7,391 | 737 | 0.0% | 0.0% | 9 | -527 | -6.66% | Q4 2025 | Feb 13, 2026 |
| Hikari Tsushin, Inc. | History | No change | 4,903 | 488 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 4,515 | 450 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,322 | 431 | 0.0% | — | 12 | +4,322 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,864 | 385 | 0.0% | 0.0% | 13 | +109 | 2.9% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,808 | 379 | 0.0% | 0.0% | 14 | -359 | -8.62% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,919 | 291 | 0.0% | 0.0% | 15 | -250 | -7.89% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,813 | 280 | 0.0% | 0.0% | 16 | +3 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Fulcrum Equity Management | History | New | 2,596 | 258 | 0.25% | — | 17 | +2,596 | New | Q4 2025 | Jan 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,486 | 247 | 0.0% | 0.0% | 18 | +124 | 5.25% | Q4 2025 | Feb 18, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,300 | 229 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 2,100 | 209 | 0.0% | — | 20 | +2,100 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,104 | 110 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 706 | 70 | 0.0% | 0.0% | 22 | +280 | 65.73% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 500 | 49 | 0.0% | — | 23 | +500 | New | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 491 | 48 | 0.0% | — | 24 | +491 | New | Q4 2025 | Feb 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 453 | 45 | 0.07% | 0.06% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 410 | 40 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 400 | 39 | 0.0% | — | 27 | +400 | New | Q4 2025 | Feb 05, 2026 |
| Costello Asset Management, INC | History | No change | 356 | 35 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | No change | 243 | 24 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 215 | 21 | 0.02% | 0.02% | 30 | +1 | 0.47% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 181 | 18 | 0.0% | 0.0% | 31 | -2 | -1.09% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 9 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,713 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,715 | -100.0% | Q3 2025 | Nov 26, 2025 |