PSI institutional holders

Invesco Semiconductors ETF · 249 reporting institutions · $971.7M reported value

Funds that can replace PSI · PSI return decomposition

Institutional holdings

Institutions reporting PSI, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$92.3M23,4582026-06-30
Meitav Investment House Ltd$86.2M02026-06-30
Hightower Advisors, LLC$84.9M1,0462026-06-30
Morgan Stanley$80.3M23,1852026-06-30
Warner Wealth$65M112026-06-30
Bank of America Corp /de$42.7M02026-06-30
Raymond James Financial Inc$33.8M02026-06-30
UBS Group AG$27.7M02026-06-30
Northwestern Mutual Wealth Management Co$22.9M02026-06-30
Captrust Financial Advisors$22.2M9622026-06-30
Two Sigma Investments, LP$20.9M02026-06-30
Mercer Global Advisors Inc /adv$19.6M02026-06-30
Royal Bank of Canada$19.2M02026-06-30
Cetera Investment Advisers$17.9M10,3702026-06-30
Ameriprise Financial Inc$15.8M02026-06-30
MML Investors Services, LLC$15.2M5,1202026-06-30
Osaic Holdings, Inc.$14.3M02026-06-30
National Bank of Canada /fi$14.2M02026-06-30
Envestnet Pmc$13M602026-06-30
Members Advisory Group LLC$12.6M12026-06-30
Artesa Financial Group$12.2M22026-06-30
Jones Financial Companies LLLP$12.1M02026-06-30
Advisory Services Network$9.8M2532026-06-30
Commonwealth Equity Services, LLC$9.7M2,8632026-06-30
Private Advisor Group, LLC$8.9M9272026-06-30
Stifel Financial Corp$8.7M02026-06-30
Truist Financial Corp$8.3M02026-06-30
D. E. Shaw & Co., LP$7.5M02026-06-30
Rockefeller Capital Management LP$6.4M3462026-06-30
Summit Financial, LLC$6.4M2292026-06-30
Arete Wealth Advisors, LLC$4.7M1462026-06-30
Bip Wealth, LLC$4.7M622026-06-30
Western Wealth Management, LLC$4M1122026-06-30
Bawa N Mallick Trust$3.8M02026-06-30
Prospera Financial Services, Inc.$3.5M2702026-06-30
Triton Financial Group Inc$3.4M12026-06-30
Principal Securities, Inc.$3.3M1,4632026-06-30
Nilsine Partners, LLC$3.2M152026-06-30
Concurrent Investment Advisors, LLC$3.1M3492026-06-30
Keystone Wealth Services, LLC$3M122026-06-30
Quantinno Capital Management LP$2.9M02026-06-30
Stratos Wealth Partners, Ltd.$2.8M3862026-06-30
Mission Hills Financial Advisory, LLC$2.8M32026-06-30
Per Stirling Capital Management, Llc.$2.6M312026-06-30
Kestra Advisory Services, LLC$2.5M1,4792026-06-30
Fmp Wealth Advisers$2.4M142026-06-30
PNC Financial Services Group, Inc.$2.4M02026-06-30
Ramiah Investment Group$2.4M02026-06-30
Mariner, LLC$2.3M02026-06-30
Integrated Wealth Concepts LLC$2.3M4802026-06-30
Independent Financial Group, LLC$2.2M4812026-06-30
Valley Brook Capital Group, Inc.$2.1M62026-06-30
B. Riley Wealth Advisors, Inc.$2M1702026-06-30
Qube Research & Technologies Ltd$1.7M02026-06-30
Pfg Investments, LLC$1.7M02026-06-30
Petra Financial Advisors Inc$1.7M72026-06-30
Secure Asset Management, LLC$1.6M552026-06-30
&partners$1.6M5552026-06-30
Belpointe Asset Management LLC$1.6M1702026-06-30
Coppell Advisory Solutions LLC$1.5M762026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$1.5M02026-06-30
The Caprock Group, LLC$1.5M512026-06-30
Ep Wealth Advisors, LLC$1.4M3382026-06-30
J.W. Cole Advisors, Inc.$1.4M4992026-06-30
Koshinski Asset Management, Inc.$1.4M692026-06-30
Kestra Private Wealth Services, LLC$1.4M2062026-06-30
Benjamin Edwards Inc$1.4M02026-06-30
Simplicity Wealth, LLC$1.4M02026-06-30
Creative Planning$1.4M1,1712026-06-30
Hennion & Walsh Asset Management, Inc.$1.3M712026-06-30
Kkm Financial LLC$1.3M12026-06-30
Wealthcare Advisory Partners LLC$1.3M1702026-06-30
Millennium Capital Advisors, LLC$1.3M22026-06-30
Carr Financial Group Corp$1.2M62026-06-30
Harbour Investments, Inc.$1.2M2472026-06-30
First Foundation Advisors$1.2M292026-06-30
Grimes & Co Wealth Management, LLC$1.1M382026-06-30
Focus Partners Wealth$1.1M1,0482026-06-30
Capital Square, LLC$1.1M112026-06-30
Equitable Holdings, Inc.$1.1M02026-06-30
Berbice Capital Management LLC$1M02026-06-30
Sound Income Strategies, LLC$975.3K1182026-06-30
Wellington Shields & Co., LLC$918.8K242026-06-30
Wedmont Private Capital$915.5K122026-06-30
Cwm, LLC$912.1K6672026-03-31
McGuire Wealth Management$882.4K32026-06-30
Brookstone Capital Management$861.5K3372026-06-30
Blackrock, Inc.$856.5K02026-06-30
Perigon Wealth Management, LLC$827.3K922026-06-30
Neuberger Berman Group LLC$811.9K02026-06-30
Institute for Wealth Management, Llc.$808.9K132026-06-30
Newedge Advisors$805.3K6012026-06-30
Capstone Wealth Management Group, Inc.$798.2K52026-06-30
Wny Asset Management, LLC$782.2K292026-06-30
Sanctuary Advisors, LLC$761.5K4012026-06-30
Lebenthal Global Advisors, LLC$756K252026-06-30
Independent Wealth Advisors LLC$746.1K42026-06-30
Sfi Advisors, LLC$736.6K42026-06-30
Pfg Advisors$698.2K832026-06-30
Kovack Advisors, Inc.$692.4K2582026-06-30
Jpmorgan Chase & Co$692.3K02026-06-30
Foundations Investment Advisors, LLC$683.9K3022026-06-30
Dedeker Financial LLC$670.5K12026-06-30
Capital Wealth Alliance, LLC$657K32026-06-30
Scientech Research LLC$646.5K02026-06-30
Susquehanna International Group, LLP$641.8K02026-06-30
Fsa Wealth Partners, Inc.$635.2K82026-06-30
Kingswood Wealth Advisors, LLC$634.3K1232026-06-30
Oppenheimer & Co. Inc.$618.7K1,1662026-06-30
Peregrine Asset Advisers, Inc.$577K62026-06-30
Adirondack Capital Advisors, LLC$563.5K42026-06-30
Equitable Trust Co$561.4K02026-06-30
Integrity Alliance, Llc.$558.4K3532026-06-30
Fmr LLC$555K02026-06-30
Flagship Harbor Advisors, LLC$550.1K602026-06-30
D.A. Davidson & Co.$549.9K6892026-06-30
Brand Asset Management Group, Inc.$549.4K152026-06-30
Pacific Sun Financial Corp$548.8K32026-06-30
Signal Advisors Wealth, LLC$539.1K452026-06-30
Minichmacgregor Wealth Management, LLC$534.2K82026-06-30
Stonex Group Inc.$524.6K02026-06-30
Level Four Advisory Services$523.7K1412026-06-30
Harvest Investment Services, LLC$522.5K272026-06-30
Tower Research Capital LLC (trc)$508.2K02026-06-30
Spire Wealth Management$502.4K32026-06-30
Kintra Wealth, LLC$499.9K472026-06-30
Golden State Wealth Management, LLC$495.1K472026-06-30
Fulcrum Wealth Management$494.1K52026-06-30
Advisor Os, LLC$487.4K22026-06-30
First Trust Advisors LP$487.4K6072026-06-30
Apollon Wealth Management, LLC$472K1512026-06-30
Novapoint Capital LLC$471.6K42026-06-30
Focus Financial$448.9K1212026-06-30
Sigma Planning Corp$444.7K4742026-06-30
Whittier Trust Co of Nevada Inc$440.9K02026-06-30
Arkadios Wealth Advisors$439.3K2262026-06-30
Gts Securities LLC$433.9K02026-06-30
World Investment Advisors$430.3K3592026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$408.8K1032026-06-30
Vestgen Advisors, LLC$400.4K582026-06-30
Seek First Inc.$395.2K32026-06-30
Transcendent Capital Group$393.5K92026-06-30
Barnes Pettey Financial Advisors, LLC$387.7K82026-06-30
Valeo Financial Advisors, LLC$382.3K1082026-06-30
Western Financial Corp/ca$381.1K32026-06-30
Greenline Wealth Management LLC$374.9K62026-06-30
Waverly Advisors, LLC$371.7K2312026-06-30
Regatta Research & Money Management LLC$357.1K62026-06-30
Cahill Financial Advisors, Inc.$355.6K122026-06-30
Clark Asset Management, LLC$352.2K72026-06-30
Davenport & Co LLC$348.4K3392026-06-30
Concentrum Wealth Management$346.5K52026-06-30
Andina Capital Management, LLC$343.3K92026-06-30
Elm3 Financial Group, LLC$343K32026-06-30
Savant Wealth Management$341K4052026-06-30
Washington Trust Co$340.7K02026-06-30
Clarus Wealth Advisors, LLC$340.5K122026-06-30
Moneco Advisors, LLC$337.1K502026-06-30
Blackdiamond Wealth Management, LLC$334.7K72026-06-30
Capstone Wealth Management Group LLC$323.3K02026-03-31
Visionary Horizons, LLC$312.7K162026-06-30
Highpoint Advisor Group LLC$298.3K1142026-06-30
Certified Advisory Corp$291.9K172026-06-30
Ae Wealth Management LLC$287.2K4712026-06-30
Money Concepts Capital Corp$285.5K3892026-06-30
Greenleaf Trust$284.2K02026-06-30
Williams Jones Wealth Management, Llc.$281.7K212026-06-30
Mascagni Wealth Management, Inc.$271K32026-06-30
Kraft, Davis & Associates, LLC$270.8K52026-06-30
Kingsview Wealth Management, LLC$269.5K1152026-06-30
Empirical Asset Management, LLC$269.3K122026-06-30
Retirement Planning Group, LLC$268K02026-06-30
Xtx Topco Ltd$261.1K02026-06-30
Ashton Thomas Private Wealth, LLC$257K962026-06-30
Soltis Investment Advisors LLC$254.1K782026-06-30
Wealthcare Capital Partners, LLC$252.6K82026-06-30
Wells Fargo & Company/mn$238.6K02026-06-30
Mutual Advisors, LLC$237.8K1532026-06-30
Northern Trust Corp$232.1K02026-06-30
Ritholtz Wealth Management$225.4K582026-06-30
Wealth Effects$225.4K72026-06-30
Global Retirement Partners LLC$223.3K4912026-06-30
Commonwealth Financial Services, LLC$213.6K152026-06-30
Ausdal Financial Partners, Inc.$213.4K1892026-06-30
Wealth Enhancement Advisory Services, LLC$206.9K1,0262026-06-30
Drive Wealth Advisers$205.4K172026-06-30
Tactive Advisors, LLC$204.3K182026-06-30
Sunbelt Securities, Inc.$201.5K632026-03-31
International Assets Investment Management, LLC$189.1K1222026-06-30
O'Shaughnessy Asset Management, LLC$181.2K582026-06-30
Lanark Financial, Inc.$173.9K692026-06-30
Aspect Partners, LLC$171.2K52026-06-30
Bank of Montreal /can$167.3K02026-06-30
Harbor Asset Planning, Inc.$146.7K22026-06-30
Wealth Enhancement Trust Services, Inc.$146.1K02026-06-30
Ifp Advisors, Inc$141.2K3182026-06-30
Mv Capital Management, Inc.$140.9K82026-06-30
Private Trust Co NA$121.9K02026-06-30
Corecap Advisors, LLC$118.9K1182026-06-30
Ifg Advisory, LLC$102K1102026-06-30
Steward Partners Investment Advisory, LLC$93.4K4812026-06-30
Geneos Wealth Management, Inc.$84.5K1932026-06-30
Vsm Wealth Advisory, LLC$79.9K52026-06-30
Valley National Advisers Inc$78.3K142026-06-30
Aptus Capital Advisors, LLC$70.1K212026-06-30
CIBC Private Wealth Group LLC$62.7K02025-12-31
Orion Capital Management LLC$56.3K42026-06-30
Cheviot Value Management, LLC$56.3K82026-06-30
St Germain D J Co Inc$54.1K02026-06-30
Luminist Capital LLC$53.7K52026-06-30
Parallel Advisors, LLC$50.9K752026-06-30
Fifth Third Bancorp$48.6K02026-06-30
McGuire Capital Advisors Inc$47.1K42026-06-30
Blue Trust, Inc.$43.4K02026-06-30
US Bancorp$43K02026-06-30
First Bancorp, Inc /me$42.8K02026-06-30
Go Invest LLC$40.9K12026-06-30
Sage Mountain Advisors LLC$35.7K212026-06-30
Farther Finance Advisors, LLC$33.8K3342026-06-30
Federation Des Caisses Desjardins Du Quebec$31.7K02026-06-30
Gilpin Wealth Management, LLC$28.2K42026-06-30
Godsey & Gibb, Inc$26.3K142026-06-30
Larson Financial Group LLC$23.9K672026-06-30
Main Street Group, Ltd$22.7K92026-06-30
Eversource Wealth Advisors, LLC$18.6K772026-06-30
Caldwell Trust Co$12.6K02026-06-30
Fas Wealth Partners, Inc.$11.3K232026-06-30
Comerica Bank$11.1K02025-12-31
Davis Capital Management$8.1K42026-06-30
Cambridge Investment Research Advisors, Inc.$6.8K3,9402026-03-31
Fiduciary Financial Advisors$5.4K512026-06-30
Triumph Capital Management$4.7K142026-06-30
M Holdings Securities, Inc.$4K1752026-06-30
Founders Financial Alliance, LLC$3.8K322026-06-30
Cornerstone Planning Group LLC$3.7K232026-06-30
Natixis Advisors, LLC$2K572026-06-30
Shp Wealth Management$1.1K322026-06-30
Janney Montgomery Scott LLC$9701,3422026-06-30
Ulland Investment Advisors, LLC$72832026-06-30
Keating Financial Advisory Services, Inc.$563252026-06-30
Park Avenue Securities LLC$5311,9082026-06-30
Meramec Financial Planners, LLC$49572026-06-30
Asset Dedication, LLC$376112026-06-30
Wedbush Securities Inc$2202202026-06-30
Centaurus Financial, Inc.$2074312026-06-30
Russell Investments Group, Ltd.$18802026-06-30
Dhjj Financial Advisors, Ltd.$18872026-06-30
Hazlett, Burt & Watson, Inc.$56202026-06-30
Allworth Financial, LP$293172026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30