PKB Institutional Ownership
Invesco Building & Construction ETF
1W: -0.1%
1M: -3.1%
3M: -14.3%
YTD: -2.6%
1Y: -2.7%
3Y: +84.8%
5Y: +91.7%
$92.55
+0.96 (+1.04%)
Weekly Expected Move ±2.9%
$87
$90
$93
$95
$98
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PKB
120
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
312M
Total Invested
19
New Positions
38
Increased
41
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RMG Wealth Management LLC NEW | 1,326,149 | $123M | — | +0.0% | 1Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 301,756 | $28M | -2,504 | -0.8% | 14Q | SEC ↗ |
| 3 | MORGAN STANLEY | 289,760 | $27M | -2,555 | -0.9% | 33Q | SEC ↗ |
| 4 | LPL Financial LLC | 193,635 | $18M | -20,637 | -9.6% | 33Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 132,456 | $12M | +5,029 | +3.9% | 10Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 114,985 | $11M | -6,045 | -5.0% | 15Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 92,231 | $9M | +28,267 | +44.2% | 7Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 84,241 | $8M | +24,092 | +40.1% | 33Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 81,343 | $8M | -8,902 | -9.9% | 33Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 44,317 | $4M | +7,119 | +19.1% | 10Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 43,836 | $4M | +38,210 | +679.2% | 8Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 41,272 | $4M | +236 | +0.6% | 13Q | SEC ↗ |
| 13 | MAI Capital Management | 28,940 | $3M | +8 | +0.0% | 33Q | SEC ↗ |
| 14 | HighPoint Advisor Group LLC | 28,741 | $3M | -61 | -0.2% | 3Q | SEC ↗ |
| 15 | Great Diamond Partners, LLC | 25,482 | $2M | +175 | +0.7% | 13Q | SEC ↗ |
| 16 | Fifth Third Securities, Inc. | 25,192 | $2M | +16,736 | +197.9% | 3Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 24,395 | $2M | -1,061 | -4.2% | 16Q | SEC ↗ |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 20,675 | $2M | +902 | +4.6% | 14Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 19,773 | $2M | +2,537 | +14.7% | 14Q | SEC ↗ |
| 20 | Capital Asset Advisory Services LLC | 19,675 | $2M | -639 | -3.1% | 2Q | SEC ↗ |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 19,675 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 19,441 | $2M | +276 | +1.4% | 14Q | SEC ↗ |
| 23 | BNP PARIBAS FINANCIAL MARKETS NEW | 19,392 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Outlook Wealth Advisors, LLC NEW | 19,316 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Braeburn Wealth Management LLC NEW | 16,415 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 14,487 | $1M | +304 | +2.1% | 26Q | SEC ↗ |
| 27 | UBS Group AG | 14,455 | $1M | -1,746 | -10.8% | 33Q | SEC ↗ |
| 28 | Nilsine Partners, LLC | 14,095 | $1M | +404 | +3.0% | 2Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 14,024 | $1M | +1,412 | +11.2% | 14Q | SEC ↗ |
| 30 | Quantinno Capital Management LP | 13,041 | $1M | +4,398 | +50.9% | 3Q | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 12,861 | $1M | -954 | -6.9% | 4Q | SEC ↗ |
| 32 | LEUTHOLD GROUP, LLC | 11,203 | $1M | -578 | -4.9% | 3Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 9,805 | $907K | -276 | -2.7% | 33Q | SEC ↗ |
| 34 | Hennion & Walsh Asset Management, Inc. | 7,900 | $731K | +550 | +7.5% | 2Q | SEC ↗ |
| 35 | Mariner, LLC | 7,717 | $714K | — | +0.0% | 14Q | SEC ↗ |
| 36 | Accel Wealth Management | 7,554 | $699K | -595 | -7.3% | 10Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 7,547 | $698K | +1,136 | +17.7% | 2Q | SEC ↗ |
| 38 | IBEX WEALTH ADVISORS | 7,268 | $673K | -178 | -2.4% | 2Q | SEC ↗ |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 7,265 | $672K | -41,693 | -85.2% | 10Q | SEC ↗ |
| 40 | EP Wealth Advisors, LLC | 6,537 | $605K | -204 | -3.0% | 3Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 6,175 | $571K | +294 | +5.0% | 2Q | SEC ↗ |
| 42 | FMR LLC | 6,162 | $570K | +241 | +4.1% | 22Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,842 | $541K | -18,690 | -76.2% | 7Q | SEC ↗ |
| 44 | Wealthcare Advisory Partners LLC | 5,794 | $536K | +808 | +16.2% | 14Q | SEC ↗ |
| 45 | Elm3 Financial Group, LLC | 5,638 | $522K | -385 | -6.4% | 3Q | SEC ↗ |
| 46 | OneAscent Financial Services LLC | 5,485 | $508K | -15 | -0.3% | 4Q | SEC ↗ |
| 47 | Prospera Financial Services Inc | 5,101 | $472K | +1,229 | +31.7% | 2Q | SEC ↗ |
| 48 | Sound Income Strategies, LLC | 5,079 | $470K | +1,463 | +40.5% | 3Q | SEC ↗ |
| 49 | SOA Wealth Advisors, LLC. | 4,788 | $443K | +5 | +0.1% | 23Q | SEC ↗ |
| 50 | Sigma Planning Corp | 4,628 | $428K | +3 | +0.1% | 5Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| RMG Wealth Management LLC | 1,326,149 | $123M |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,675 | $2M |
| BNP PARIBAS FINANCIAL MARKETS | 19,392 | $2M |
| Outlook Wealth Advisors, LLC | 19,316 | $2M |
| Braeburn Wealth Management LLC | 16,415 | $2M |
| Global Retirement Partners, LLC | 3,073 | $284K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,694 | $249K |
| PFG Advisors | 2,330 | $216K |
| D. E. Shaw & Co., Inc. | 2,018 | $187K |
| J.W. COLE ADVISORS, INC. | 2,016 | $187K |
| Integrated Wealth Concepts LLC | 1,518 | $140K |
| Institute for Wealth Management, LL | 1,129 | $104K |
| Allspring Global Investments Holdin | 974 | $90K |
| FLAGSHIP WEALTH ADVISORS, LLC | 700 | $65K |
| FIDUCIARY FINANCIAL ADVISORS | 276 | $26K |
| Regatta Research & Money Management | 235 | $22K |
| Coppell Advisory Solutions LLC | 189 | $17K |
| Caldwell Trust Co | 90 | $8K |
| Capital Investment Counsel, Inc | 14 | $1K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LOOMIS SAYLES & CO L P | 13,278 | $1M |
| JANE STREET GROUP, LLC | 6,383 | $591K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,569 | $515K |
| Apollon Wealth Management, LLC | 4,909 | $454K |
| Arete Wealth Advisors, LLC | 4,246 | $393K |
| FLOW TRADERS U.S. LLC | 4,113 | $381K |
| Fulcrum Equity Management | 3,716 | $344K |
| Independent Advisor Alliance | 3,040 | $281K |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,630 | $243K |
| TWO SIGMA SECURITIES, LLC | 2,575 | $238K |
| Farther Finance Advisors, LLC | 1,500 | $139K |
| Western Wealth Management, LLC | 996 | $92K |
| Aptus Capital Advisors, LLC | 498 | $46K |
| IAG Wealth Partners, LLC | 127 | $12K |
| AE Wealth Management LLC | 45 | $4K |
| Advisory Services Network, LLC | 41 | $4K |
| Wealth Watch Advisors, INC | 8 | $1K |
| Tower Research Capital LLC (TRC) | 2 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -41,693 | -85.2% | 7,265 |
| LPL Financial LLC | -20,637 | -9.6% | 193,635 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -18,690 | -76.2% | 5,842 |
| ROYAL BANK OF CANADA | -8,902 | -9.9% | 81,343 |
| DAVENPORT & Co LLC | -7,406 | -75.3% | 2,426 |
| BANK OF AMERICA CORP /DE | -6,045 | -5.0% | 114,985 |
| NewEdge Advisors, LLC | -4,370 | -85.5% | 743 |
| MORGAN STANLEY | -2,555 | -0.9% | 289,760 |
| HighTower Advisors, LLC | -2,504 | -0.8% | 301,756 |
| UBS Group AG | -1,746 | -10.8% | 14,455 |
| Focus Financial Network, Inc. | -1,080 | -31.8% | 2,318 |
| AMERIPRISE FINANCIAL INC | -1,061 | -4.2% | 24,395 |
| Baird Financial Group, Inc. | -954 | -6.9% | 12,861 |
| Capital Asset Advisory Services LLC | -639 | -3.1% | 19,675 |
| Accel Wealth Management | -595 | -7.3% | 7,554 |
| LEUTHOLD GROUP, LLC | -578 | -4.9% | 11,203 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -400 | -94.1% | 25 |
| Elm3 Financial Group, LLC | -385 | -6.4% | 5,638 |
| Janney Montgomery Scott LLC | -323 | -11.4% | 2,514 |
| COMMONWEALTH EQUITY SERVICES, LLC | -276 | -2.7% | 9,805 |