INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #54 | $54.9M | 1.4M | $27.7M | 959,338 | +447,900+46.69% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #53 | $34.4M | 881,546 | $10.6M | 335,904 | +545,642+162.44% | Add | |
| Qube Research & Technologies Ltd | 0.01% | 0.01% | #29 | $11.2M | 287,500 | $8.7M | 276,145 | +11,355+4.11% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #97 | $7.8M | 200,286 | $5.8M | 184,706 | +15,580+8.44% | Add | |
| D. E. Shaw & Co., Inc. | <0.01% | <0.01% | #56 | $5.9M | 151,907 | $2.9M | 90,605 | +61,302+67.66% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #70 | $5.9M | 150,018 | $6.6M | 210,284 | -60,266-28.66% | Reduce | |
| ALLIANZ SE | 0.06% | 0.06% | #12 | $5.6M | 143,068 | $5.3M | 169,068 | -26,000-15.38% | Reduce | |
| TRUIST FINANCIAL CORP | 0.01% | 0.01% | #44 | $4.9M | 125,920 | $4.0M | 127,672 | -1,752-1.37% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #83 | $4.2M | 107,310 | $2.9M | 91,522 | +15,788+17.25% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #92 | $4.1M | 105,721 | $2.4M | 75,813 | +29,908+39.45% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #110 | $3.4M | 86,585 | $1.6M | 50,466 | +36,119+71.57% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #58 | $3.2M | 80,935 | $2.5M | 80,407 | +528+0.66% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #113 | $2.7M | 70,261 | $963,190 | 30,500 | +39,761+130.36% | Add | |
| Q3 Asset Management | 0.44% | 0.98% | #2 | $2.5M | 63,167 | $1.5M | 48,287 | +14,880+30.82% | Add | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 0.01% | #28 | $2.4M | 62,676 | $2.0M | 64,608 | -1,932-2.99% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #55 | $2.4M | 61,889 | $863,075 | 27,328 | +34,561+126.47% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #111 | $2.3M | 58,246 | $1.7M | 53,638 | +4,608+8.59% | Add | |
| GTS SECURITIES LLC | 0.05% | 0.07% | #14 | $2.2M | 55,808 | $2.0M | 63,062 | -7,254-11.50% | Reduce | |
| HARBOUR INVESTMENTS, INC. | 0.03% | 0.02% | #20 | $2.0M | 51,169 | $1.3M | 42,746 | +8,423+19.70% | Add | |
| TWO SIGMA INVESTMENTS, LP | <0.01% | 0.01% | #73 | $2.0M | 50,816 | $13.6M | 430,157 | -379,341-88.19% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #108 | $1.9M | 49,721 | $1.4M | 43,162 | +6,559+15.20% | Add | |
| Fortis Group Advisors, LLC | 0.3% | 0.3% | #3 | $1.9M | 47,583 | $1.8M | 46,875 | +708+1.51% | Add | |
| BENJAMIN EDWARDS INC | 0.02% | — | #25 | $1.8M | 46,305 | $0 | 0 | +46,305 | New Buy | |
| Tower Research Capital LLC (TRC) | 0.04% | 0.03% | #15 | $1.7M | 43,922 | $1.3M | 41,395 | +2,527+6.10% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #65 | $1.7M | 43,919 | $1.3M | 41,813 | +2,106+5.04% | Add | |
| RENAISSANCE TECHNOLOGIES LLC | <0.01% | — | #62 | $1.6M | 42,087 | $0 | 0 | +42,087 | New Buy | |
| Wealthfront Advisers LLC | <0.01% | <0.01% | #59 | $1.4M | 34,862 | $677,707 | 21,460 | +13,402+62.45% | Add | |
| UBS Group AG | <0.01% | <0.01% | #120 | $1.2M | 30,084 | $516,807 | 16,365 | +13,719+83.83% | Add | |
| NWAM LLC | 0.06% | 0.06% | #13 | $1.2M | 29,707 | $1.0M | 32,495 | -2,788-8.58% | Reduce | |
| BASSO CAPITAL MANAGEMENT, L.P. | 0.24% | — | #4 | $1.1M | 28,505 | $0 | 0 | +28,505 | New Buy | |
| MOLLER WEALTH PARTNERS | 0.19% | 0.18% | #5 | $1.1M | 27,579 | $923,020 | 29,228 | -1,649-5.64% | Reduce | |
| Beacon Pointe Advisors, LLC | <0.01% | 0.01% | #47 | $1.1M | 26,992 | $1.1M | 36,121 | -9,129-25.27% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #114 | $880,612 | 22,574 | $670,423 | 21,228 | +1,346+6.34% | Add | |
| Comprehensive Financial Planning, Inc./PA | 0.46% | 0.48% | #1 | $862,862 | 22,119 | $691,602 | 21,900 | +219+1.00% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #77 | $742,321 | 19,029 | $625,000 | 19,802 | -773-3.90% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #93 | $722,055 | 18,509 | $2.3M | 72,289 | -53,780-74.40% | Reduce | |
| CIBC WORLD MARKET INC. | <0.01% | <0.01% | #82 | $646,279 | 16,567 | $516,586 | 16,358 | +209+1.28% | Add | |
| Financial Management Professionals, Inc. | 0.06% | 0.18% | #11 | $629,660 | 16,141 | $1.6M | 50,997 | -34,856-68.35% | Reduce | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #85 | $525,633 | 14,924 | $501,375 | 15,786 | -862-5.46% | Reduce | |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | 0.07% | #9 | $466,924 | 11,969 | $405,656 | 12,845 | -876-6.82% | Reduce | |
| Private Advisory Group LLC | 0.02% | — | #22 | $402,817 | 10,326 | $0 | 0 | +10,326 | New Buy | |
| Wealthspire Advisors, LLC | <0.01% | <0.01% | #64 | $398,426 | 10,213 | $322,087 | 10,199 | +14+0.14% | Add | |
| IFP Advisors, Inc | 0.01% | 0.17% | #40 | $377,032 | 9,665 | $8.2M | 260,117 | -250,452-96.28% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #126 | $360,553 | 9,243 | $310,120 | 9,820 | -577-5.88% | Reduce | |
| Great Diamond Partners, LLC | 0.06% | 0.05% | #10 | $356,161 | 9,130 | $241,840 | 7,658 | +1,472+19.22% | Add | |
| TigerOak Management, L.L.C. | 0.1% | 0.12% | #7 | $348,125 | 8,924 | $388,718 | 12,309 | -3,385-27.50% | Reduce | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | — | #41 | $341,220 | 8,747 | $0 | 0 | +8,747 | New Buy | |
| CX Institutional | 0.01% | 0.01% | #31 | $336,734 | 8,632 | $271,000 | 8,585 | +47+0.55% | Add | |
| Wealthcare Advisory Partners LLC | 0.01% | — | #43 | $331,468 | 8,497 | $0 | 0 | +8,497 | New Buy | |
| Prism Advisors, Inc. | 0.08% | 0.07% | #8 | $319,219 | 8,183 | $257,851 | 8,165 | +18+0.22% | Add |