Invesco Msci USA ETF (PBUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

INCREASED

Shares2,272,055 from 2,224,490

Change+47,565 (+2%)

Value$173.9M (+$7.4M)

Filed 2026-11-05

Capital Asset Advisory Services LLC

INCREASED

Shares1,080,561 from 1,031,900

Change+48,661 (+5%)

Value$82.7M (+$5.5M)

Filed 2026-10-30

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares936,013 from 898,741

Change+37,272 (+4%)

Value$71.7M (+$4.4M)

Filed 2026-11-03

MGO One Seven LLC

DECREASED

Shares292,049 from 292,399

Change-350 (0%)

Value$22.4M (+$473.2K)

Filed 2026-10-28

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

UNCHANGED

Shares154,592 from 154,592

Change0 (0%)

Value$11.8M (+$264.4K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

NEW

Shares117,203

Change+117,203

Value$9.0M

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares68,960 from 69,143

Change-183 (0%)

Value$5.3M (+$104.2K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

DECREASED

Shares27,466 from 30,305

Change-2,839 (-9%)

Value$2.1M (-$165.5K)

Filed 2026-10-30

BridgePort Financial Solutions, LLC

NEW

Shares14,693

Change+14,693

Value$1.1M

Filed 2026-11-02

Retirement Planning Group, LLC

UNCHANGED

Shares7,805 from 7,805

Change0 (0%)

Value$597.5K (+$13.3K)

Filed 2026-10-19

Altus Wealth Group LLC

DECREASED

Shares5,876 from 24,277

Change-18,401 (-76%)

Value$449.8K (-$1.4M)

Filed 2026-10-20

IFP Advisors, Inc

DECREASED

Shares2,745 from 3,173

Change-428 (-13%)

Value$210.1K (-$27.3K)

Filed 2026-10-16

RHL Group, LLC

INCREASED

Shares750 from 705

Change+45 (+6%)

Value$57.4K (+$4.5K)

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares111 from 222

Change-111 (-50%)

Value$8.5K (-$8.1K)

Filed 2026-10-21

TD Waterhouse Canada Inc.

NEW

Shares69

Change+69

Value$5.3K

Filed 2026-10-16

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$3 ($0)

Filed 2026-11-04

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 1,025,175

Change-1,025,175 (-100%)

Value$0 (-$76.7M)

Filed 2026-10-21

Citigroup Inc

CLOSED

Shares0 from 712

Change-712 (-100%)

Value$0 (-$53.3K)

Filed 2026-11-04

Evolution Wealth Management Inc.

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-28

National Pension Service

N/A

Shares— from 47,382,366

Change-47,382,366 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 22,037,615

Change-22,037,615 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 9,625,100

Change-9,625,100 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 2,895,784

Change-2,895,784 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 2,617,291

Change-2,617,291 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 2,314,826

Change-2,314,826 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 1,639,317

Change-1,639,317 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,107,859

Change-1,107,859 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 750,191

Change-750,191 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 301,125

Change-301,125 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 231,677

Change-231,677 (-100%)

Value—

Oversea-Chinese Banking Corp Ltd

N/A

Shares— from 186,830

Change-186,830 (-100%)

Value—

&partners

N/A

Shares— from 163,267

Change-163,267 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 131,253

Change-131,253 (-100%)

Value—

UBS Group AG

N/A

Shares— from 98,012

Change-98,012 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 69,252

Change-69,252 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 58,588

Change-58,588 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 48,305

Change-48,305 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 17,679

Change-17,679 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 15,833

Change-15,833 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,046

Change-11,046 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 8,305

Change-8,305 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,662

Change-6,662 (-100%)

Value—

Migdal Insurance & Financial Holdings Ltd.

N/A

Shares— from 6,540

Change-6,540 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 6,140

Change-6,140 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,813

Change-5,813 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 5,574

Change-5,574 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,193

Change-5,193 (-100%)

Value—

Strategies Wealth Advisors, LLC

N/A

Shares— from 4,784

Change-4,784 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 4,212

Change-4,212 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,196

Change-4,196 (-100%)

Value—

Collaborative Wealth Managment Inc.

N/A

Shares— from 3,759

Change-3,759 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,379

Change-3,379 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,861

Change-1,861 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,341

Change-1,341 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,199

Change-1,199 (-100%)

Value—

Top Private Wealth Llc.

N/A

Shares— from 1,196

Change-1,196 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,125

Change-1,125 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 900

Change-900 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 526

Change-526 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 262

Change-262 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 65

Change-65 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Bank of New York Mellon Corp	INCREASED	2,272,055	2,224,490	+47,565	+2%	$166.5M	$173.9M	+$7.4M	2026-11-05
Capital Asset Advisory Services LLC	INCREASED	1,080,561	1,031,900	+48,661	+5%	$77.2M	$82.7M	+$5.5M	2026-10-30
Mirae Asset Global Investments Co., Ltd.	INCREASED	936,013	898,741	+37,272	+4%	$67.3M	$71.7M	+$4.4M	2026-11-03
MGO One Seven LLC	DECREASED	292,049	292,399	-350	0%	$21.9M	$22.4M	+$473.2K	2026-10-28
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	UNCHANGED	154,592	154,592	0	0%	$11.6M	$11.8M	+$264.4K	2026-10-29
Cambridge Investment Research Advisors, Inc.	NEW	117,203	—	+117,203	—	—	$9.0M	—	2026-11-02
Kestra Advisory Services, LLC	DECREASED	68,960	69,143	-183	0%	$5.2M	$5.3M	+$104.2K	2026-11-02
Kestra Private Wealth Services, LLC	DECREASED	27,466	30,305	-2,839	-9%	$2.3M	$2.1M	-$165.5K	2026-10-30
BridgePort Financial Solutions, LLC	NEW	14,693	—	+14,693	—	—	$1.1M	—	2026-11-02
Retirement Planning Group, LLC	UNCHANGED	7,805	7,805	0	0%	$584.1K	$597.5K	+$13.3K	2026-10-19
Altus Wealth Group LLC	DECREASED	5,876	24,277	-18,401	-76%	$1.8M	$449.8K	-$1.4M	2026-10-20
IFP Advisors, Inc	DECREASED	2,745	3,173	-428	-13%	$237.5K	$210.1K	-$27.3K	2026-10-16
RHL Group, LLC	INCREASED	750	705	+45	+6%	$52.9K	$57.4K	+$4.5K	2026-11-04
Assetmark, Inc	DECREASED	111	222	-111	-50%	$16.6K	$8.5K	-$8.1K	2026-10-21
TD Waterhouse Canada Inc.	NEW	69	—	+69	—	—	$5.3K	—	2026-10-16
Hazlett, Burt & Watson, Inc.	UNCHANGED	41	41	0	0%	$3	$3	$0	2026-11-04
Axxcess Wealth Management, LLC	CLOSED	0	1,025,175	-1,025,175	-100%	$76.7M	$0	-$76.7M	2026-10-21
Citigroup Inc	CLOSED	0	712	-712	-100%	$53.3K	$0	-$53.3K	2026-11-04
Evolution Wealth Management Inc.	CLOSED	0	104	-104	-100%	$7.8K	$0	-$7.8K	2026-10-28
National Pension Service	N/A	—	47,382,366	-47,382,366	-100%	$3.5B	—	—	—
Morgan Stanley	N/A	—	22,037,615	-22,037,615	-100%	$1.6B	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	9,625,100	-9,625,100	-100%	$720.3M	—	—	—
Metis Global Partners, LLC	N/A	—	2,895,784	-2,895,784	-100%	$216.7M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	2,617,291	-2,617,291	-100%	$195.9M	—	—	—
Panagora Asset Management Inc	N/A	—	2,314,826	-2,314,826	-100%	$173.2M	—	—	—
Raymond James Financial Inc	N/A	—	1,639,317	-1,639,317	-100%	$122.7M	—	—	—
Invesco Ltd.	N/A	—	1,107,859	-1,107,859	-100%	$82.9M	—	—	—
Cetera Investment Advisers	N/A	—	750,191	-750,191	-100%	$56.1M	—	—	—
LPL Financial LLC	N/A	—	301,125	-301,125	-100%	$22.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	231,677	-231,677	-100%	$17.3M	—	—	—
Oversea-Chinese Banking Corp Ltd	N/A	—	186,830	-186,830	-100%	$14.0M	—	—	—
&partners	N/A	—	163,267	-163,267	-100%	$12.2M	—	—	—
Vestcor Inc	N/A	—	131,253	-131,253	-100%	$9.8M	—	—	—
UBS Group AG	N/A	—	98,012	-98,012	-100%	$7.3M	—	—	—
MML Investors Services, LLC	N/A	—	69,252	-69,252	-100%	$5.2M	—	—	—
Private Advisor Group, LLC	N/A	—	58,588	-58,588	-100%	$4.4M	—	—	—
Empower Advisory Group, LLC	N/A	—	48,305	-48,305	-100%	$3.6M	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	17,679	-17,679	-100%	$1.3M	—	—	—
IAG Wealth Partners, LLC	N/A	—	15,833	-15,833	-100%	$1.2M	—	—	—
HRT Financial LP	N/A	—	11,046	-11,046	-100%	$826.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	8,305	-8,305	-100%	$621.5K	—	—	—
JPMorgan Chase & Co	N/A	—	6,662	-6,662	-100%	$495.2K	—	—	—
Migdal Insurance & Financial Holdings Ltd.	N/A	—	6,540	-6,540	-100%	$489.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	6,140	-6,140	-100%	$459.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	5,813	-5,813	-100%	$426.6K	—	—	—
Rhumbline Advisers	N/A	—	5,574	-5,574	-100%	$417.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,193	-5,193	-100%	$388.8K	—	—	—
Strategies Wealth Advisors, LLC	N/A	—	4,784	-4,784	-100%	$358.1K	—	—	—
Bank of America Corp	N/A	—	4,212	-4,212	-100%	$315.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,196	-4,196	-100%	$314.0K	—	—	—
Collaborative Wealth Managment Inc.	N/A	—	3,759	-3,759	-100%	$281.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,379	-3,379	-100%	$252.9K	—	—	—
FMR LLC	N/A	—	1,861	-1,861	-100%	$139.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,341	-1,341	-100%	$100.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,199	-1,199	-100%	$89.7K	—	—	—
Top Private Wealth Llc.	N/A	—	1,196	-1,196	-100%	$89.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,125	-1,125	-100%	$84.2K	—	—	—
Royal Bank of Canada	N/A	—	900	-900	-100%	$67.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	526	-526	-100%	$39.4K	—	—	—
Arax Advisory Partners	N/A	—	262	-262	-100%	$19.6K	—	—	—
Vanguard Advisers Inc	N/A	—	65	-65	-100%	$4.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	62	-62	-100%	$4.6K	—	—	—
AE Wealth Management LLC	N/A	—	19	-19	-100%	$1.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	14	-14	-100%	$1.0K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$29	—	—	—

Showing 65 of 65 institutions