IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Leisure & Entertainm (PEJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
NEW
Shares61,916
Change+61,916
Value$3.8M
Filed 2026-10-30
Kwmg, LLC
INCREASED
Shares42,239 from 40,693
Change+1,546 (+4%)
Value$2.6M (-$91.0K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
NEW
Shares35,863
Change+35,863
Value$2.2M
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares26,514 from 21,867
Change+4,647 (+21%)
Value$1.6M (+$187.0K)
Filed 2026-11-02
Nilsine Partners, LLC
NEW
Shares24,359
Change+24,359
Value$1.5M
Filed 2026-11-02
Outlook Wealth Advisors, LLC
NEW
Shares22,699
Change+22,699
Value$1.4M
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares17,274 from 6,779
Change+10,495 (+155%)
Value$1.1M (+$619.4K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
NEW
Shares13,045
Change+13,045
Value$808.5K
Filed 2026-10-13
Prospera Financial Services Inc
NEW
Shares12,084
Change+12,084
Value$802.5K
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares10,777 from 13,128
Change-2,351 (-18%)
Value$668.0K (-$206.0K)
Filed 2026-11-02
Ironwood Financial, llc
DECREASED
Shares7,303 from 7,390
Change-87 (-1%)
Value$452.7K (-$34.7K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares6,960 from 6,040
Change+920 (+15%)
Value$431.4K (+$29.3K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares6,522 from 7,172
Change-650 (-9%)
Value$404.2K (-$73.2K)
Filed 2026-10-26
Davenport & Co LLC
NEW
Shares5,730
Change+5,730
Value$355.1K
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
NEW
Shares5,239
Change+5,239
Value$324.7K
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares4,951 from 4,688
Change+263 (+6%)
Value$306.9K (-$5.2K)
Filed 2026-11-02
Sound Income Strategies, LLC
NEW
Shares3,621
Change+3,621
Value$229.1K
Filed 2026-10-09
Indivisible Partners
DECREASED
Shares3,454 from 3,868
Change-414 (-11%)
Value$214.1K (-$43.4K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$145.0K (-$31.0K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$121.8K (-$9.0K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$102.0K (-$7.5K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares1,546 from 1,862
Change-316 (-17%)
Value$95.8K (-$28.1K)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$68.2K (-$5.0K)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares500
Change+500
Value$31.0K
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$14.3K (-$1.1K)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$13.6K (-$1.0K)
Filed 2026-10-08
Vision Financial Markets LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$9.8K (-$748)
Filed 2026-10-22
New England Capital Financial Advisors LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$5.8K (-$431)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares79
Change+79
Value$4.9K
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.4K (-$252)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.1K (-$230)
Filed 2026-11-05
Rachor Investment Advisory Services, LLC
NEW
Shares32
Change+32
Value$2.0K
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (-$91)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.1K (-$78)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$496 (-$37)
Filed 2026-10-21
Thompson Investment Management, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$248 (-$18)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$186 (-$14)
Filed 2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$187 (-$14)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$100
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-11-02
BigSur Wealth Management LLC
CLOSED
Shares0 from 7,470
Change-7,470 (-100%)
Value$0 (-$497.3K)
Filed 2026-10-13
Mosley Wealth Management
DECREASED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-16
Kingsview Wealth Management, LLC
N/A
Shares— from 293,668
Change-293,668 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 163,223
Change-163,223 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 124,391
Change-124,391 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 108,036
Change-108,036 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 85,841
Change-85,841 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 70,488
Change-70,488 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 70,393
Change-70,393 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 68,446
Change-68,446 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 66,339
Change-66,339 (-100%)
Value—
Prudential PLC
N/A
Shares— from 52,900
Change-52,900 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,779
Change-26,779 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,047
Change-18,047 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,507
Change-14,507 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,143
Change-13,143 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,261
Change-12,261 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,670
Change-11,670 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,179
Change-9,179 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,645
Change-8,645 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,936
Change-7,936 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 690
Change-690 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 549
Change-549 (-100%)
Value—
CNB Bank
N/A
Shares— from 415
Change-415 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 325
Change-325 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 316
Change-316 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 250
Change-250 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 148
Change-148 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 26
Change-26 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 23
Change-23 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
NEW61,916—+61,916——$3.8M—2026-10-30
Kwmg, LLC
INCREASED42,23940,693+1,546+4%$2.7M$2.6M-$91.0K2026-10-07
Concurrent Investment Advisors, LLC
NEW35,863—+35,863——$2.2M—2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED26,51421,867+4,647+21%$1.5M$1.6M+$187.0K2026-11-02
Nilsine Partners, LLC
NEW24,359—+24,359——$1.5M—2026-11-02
Outlook Wealth Advisors, LLC
NEW22,699—+22,699——$1.4M—2026-10-28
Atria Investments, Inc
INCREASED17,2746,779+10,495+155%$451.3K$1.1M+$619.4K2026-10-15
Hennion & Walsh Asset Management, Inc.
NEW13,045—+13,045——$808.5K—2026-10-13
Prospera Financial Services Inc
NEW12,084—+12,084——$802.5K—2026-11-04
Commonwealth Equity Services, LLC
DECREASED10,77713,128-2,351-18%$873.9K$668.0K-$206.0K2026-11-02
Ironwood Financial, llc
DECREASED7,3037,390-87-1%$487.3K$452.7K-$34.7K2026-10-20
Citigroup Inc
INCREASED6,9606,040+920+15%$402.1K$431.4K+$29.3K2026-11-04
Flagship Harbor Advisors, LLC
DECREASED6,5227,172-650-9%$477.4K$404.2K-$73.2K2026-10-26
Davenport & Co LLC
NEW5,730—+5,730——$355.1K—2026-10-14
MinichMacGregor Wealth Management, LLC
NEW5,239—+5,239——$324.7K—2026-10-14
Kestra Advisory Services, LLC
INCREASED4,9514,688+263+6%$312.1K$306.9K-$5.2K2026-11-02
Sound Income Strategies, LLC
NEW3,621—+3,621——$229.1K—2026-10-09
Indivisible Partners
DECREASED3,4543,868-414-11%$257.5K$214.1K-$43.4K2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED2,6402,64000%$176.0K$145.0K-$31.0K2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED1,9661,96600%$130.8K$121.8K-$9.0K2026-10-20
Ashton Thomas Private Wealth, LLC
UNCHANGED1,6451,64500%$109.5K$102.0K-$7.5K2026-11-03
IFP Advisors, Inc
DECREASED1,5461,862-316-17%$124.0K$95.8K-$28.1K2026-10-16
Fifth Third Bancorp
UNCHANGED1,1001,10000%$73.2K$68.2K-$5.0K2026-11-05
Parallel Advisors, LLC
NEW500—+500——$31.0K—2026-11-03
Lanark Financial, Inc.
UNCHANGED23023000%$15.3K$14.3K-$1.1K2026-10-26
Farther Finance Advisors, LLC
UNCHANGED22022000%$14.6K$13.6K-$1.0K2026-10-08
Vision Financial Markets LLC
UNCHANGED15815800%$10.5K$9.8K-$7482026-10-22
New England Capital Financial Advisors LLC
UNCHANGED949400%$6.3K$5.8K-$4312026-11-03
Rossby Financial, LCC
NEW79—+79——$4.9K—2026-11-05
Private Trust Co NA
UNCHANGED555500%$3.7K$3.4K-$2522026-10-20
US Bancorp \de\
UNCHANGED505000%$3.3K$3.1K-$2302026-11-05
Rachor Investment Advisory Services, LLC
NEW32—+32——$2.0K—2026-10-29
Triumph Capital Management
UNCHANGED202000%$1.3K$1.2K-$912026-10-14
CoreCap Advisors, LLC
UNCHANGED171700%$1.1K$1.1K-$782026-10-08
Assetmark, Inc
UNCHANGED8800%$533$496-$372026-10-21
Thompson Investment Management, Inc.
UNCHANGED4400%$266$248-$182026-10-14
Main Street Group, LTD
UNCHANGED3300%$200$186-$142026-10-28
Harbor Asset Planning, Inc.
UNCHANGED3300%$201$187-$142026-10-23
Blue Trust, Inc.
NEW2—+2——$100—2026-10-15
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1100%$0$0$02026-11-02
BigSur Wealth Management LLC
CLOSED07,470-7,470-100%$497.3K$0-$497.3K2026-10-13
Mosley Wealth Management
DECREASED0208-208-100%$13.8K$0-$13.8K2026-10-16
Kingsview Wealth Management, LLC
N/A—293,668-293,668-100%$19.5M———
Morgan Stanley
N/A—163,223-163,223-100%$10.9M———
Goldman Sachs Group Inc
N/A—124,391-124,391-100%$8.3M———
Raymond James Financial Inc
N/A—108,036-108,036-100%$7.2M———
Wells Fargo & Company
N/A—85,841-85,841-100%$5.7M———
Janney Montgomery Scott LLC
N/A—70,488-70,488-100%$4.7M———
BNP Paribas Financial Markets
N/A—70,393-70,393-100%$4.7M———
LPL Financial LLC
N/A—68,446-68,446-100%$4.6M———
Bank of America Corp
N/A—66,339-66,339-100%$4.4M———
Prudential PLC
N/A—52,900-52,900-100%$3.5M———
Integrated Wealth Concepts LLC
N/A—26,779-26,779-100%$1.8M———
Osaic Holdings, Inc.
N/A—18,047-18,047-100%$1.2M———
UBS Group AG
N/A—14,507-14,507-100%$965.7K———
HighTower Advisors, LLC
N/A—13,143-13,143-100%$875.0K———
Citadel Advisors LLC
N/A—12,261-12,261-100%$816.2K———
Susquehanna International Group, LLP
N/A—11,670-11,670-100%$776.9K———
Black Swift Group, LLC
N/A—10,750-10,750-100%$715.6K———
Royal Bank of Canada
N/A—9,179-9,179-100%$611.0K———
Northwestern Mutual Wealth Management Co
N/A—8,645-8,645-100%$575.5K———
Jones Financial Companies Lllp
N/A—8,035-8,035-100%$543.3K———
Sanctuary Advisors, LLC
N/A—7,936-7,936-100%$528.3K———
Navis Wealth Advisors, LLC
N/A—7,668-7,668-100%$510.5K———
Ameriprise Financial Inc
N/A—7,492-7,492-100%$498.8K———
Cetera Investment Advisers
N/A—7,114-7,114-100%$473.6K———
FMR LLC
N/A—6,307-6,307-100%$419.8K———
Quantinno Capital Management LP
N/A—5,786-5,786-100%$385.2K———
Gateway Wealth Partners, LLC
N/A—5,091-5,091-100%$338.9K———
Heritage Trust Co
N/A—5,045-5,045-100%$335.8K———
Jane Street Group, LLC
N/A—4,426-4,426-100%$294.6K———
XTX Topco Ltd
N/A—3,930-3,930-100%$261.6K———
MML Investors Services, LLC
N/A—3,401-3,401-100%$226.4K———
Envestnet Asset Management Inc
N/A—3,202-3,202-100%$213.2K———
National Bank of Canada
N/A—2,268-2,268-100%$151.1K———
Barclays PLC
N/A—2,160-2,160-100%$143.8K———
Forum Finance Group S.A.
N/A—2,030-2,030-100%$109———
Stelac Advisory Services LLC
N/A—1,762-1,762-100%$117.3K———
Harbour Investments, Inc.
N/A—1,025-1,025-100%$68.3K———
Federation des caisses Desjardins du Quebec
N/A—1,000-1,000-100%$66.6K———
Bernard Wealth Management Corp.
N/A—750-750-100%$49.9K———
Institute for Wealth Management, Llc.
N/A—736-736-100%$49.0K———
SHP Wealth Management
N/A—690-690-100%$45.9K———
PNC Financial Services Group, Inc.
N/A—650-650-100%$43.3K———
BFC Planning, Inc.
N/A—549-549-100%$36.5K———
CNB Bank
N/A—415-415-100%$27.6K———
Founders Financial Alliance, LLC
N/A—400-400-100%$26.6K———
Regatta Research & Money Management
N/A—325-325-100%$21.6K———
Global Retirement Partners, LLC
N/A—323-323-100%$21.5K———
JPMorgan Chase & Co
N/A—316-316-100%$21.3K———
Tower Research Capital LLC (TRC)
N/A—250-250-100%$16.6K———
IFG Advisory, LLC
N/A—250-250-100%$16.6K———
NewEdge Advisors, LLC
N/A—152-152-100%$10.1K———
Anchor Investment Management, LLC
N/A—151-151-100%$10.0K———
Qube Research & Technologies Ltd
N/A—148-148-100%$9.9K———
Abound Financial, LLC
N/A—100-100-100%$6.7K———
Ameritas Investment Partners, Inc.
N/A—90-90-100%$6.0K———
Rockefeller Capital Management L.P.
N/A—68-68-100%$4.5K———
Coppell Advisory Solutions LLC
N/A—38-38-100%$201.8K———
Allworth Financial LP
N/A—26-26-100%$1.7K———
Whittier Trust Co
N/A—23-23-100%$1.5K———
Steward Partners Investment Advisory, LLC
N/A—1-1-100%$67———
Showing 102 of 102 institutions