INVESCO AEROSPACE & DEFENSE PPA
$181.08
+2.0% 52w: $144.21 – $185.40
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data144.21164.80185.40
Aug 18, 2025 Jul 2, 2026
Institutional holders
570
+54 QoQ
13F value
$4.13B
+9.9% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.6×
$1.9M calls / $3.2M puts
Institutional value by quarter
Number of holders
Who owns PPA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.4M | $1.23B | 0.1% | -3.8% |
| MORGAN STANLEY | Bank broker | 2.2M | $359.3M | 0.0% | +1.2% |
| LPL Financial LLC | Bank broker | 2.0M | $325.9M | 0.1% | +13.8% |
| UBS Group AG | Bank broker | 811.1K | $134.4M | 0.0% | +3.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 737.0K | $122.1M | 0.0% | +13.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 557.2K | $92.3M | 0.0% | +21.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 527.9K | $87.5M | 0.0% | +17.6% |
| HighTower Advisors, LLC | Diversified mechanical | 491.3K | $81.4M | 0.1% | -1.4% |
| Composition Wealth, LLC | Wealth advisor | 399.7K | $66.2M | 0.9% | +14.1% |
| Cetera Investment Advisers | Wealth advisor | 352.5K | $58.4M | 0.1% | +15.4% |
| Capital Asset Advisory Services LLC | Wealth advisor | 325.3K | $57.4M | 2.2% | -4.0% |
| Summit Trail Advisors, LLC | Other | 332.6K | $55.1M | 0.8% | +14.5% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 275.5K | $45.6M | 0.5% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 266.8K | $44.2M | 0.1% | +20.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 228.5K | $37.6M | 0.0% | +29.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 221.0K | $36.6M | 0.0% | +8.0% |
| MAI Capital Management | Wealth advisor | 216.2K | $35.8M | 0.2% | -2.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 203.7K | $33.8M | 0.0% | +9.4% |
| ROYAL BANK OF CANADA | Bank broker | 201.0K | $33.3M | 0.0% | +8.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 189.4K | $31.4M | 0.1% | +19.7% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | Wealth advisor | 166.2K | $27.5M | 1.8% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 164.3K | $27.2M | 0.0% | +0.2% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 156.0K | $25.9M | 2.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 153.7K | $25.5M | 0.1% | +136.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 144.2K | $23.9M | 0.0% | -23.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 140.7K | $23.3M | 0.0% | +12.9% |
| Modern Wealth Management, LLC | Wealth advisor | 125.6K | $21.3M | 0.4% | +39.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 128.6K | $21.3M | 0.1% | -14.8% |
| Equitable Holdings, Inc. | Wealth advisor | 128.6K | $20.2M | 0.1% | +10.6% |
| Focus Partners Wealth | Wealth advisor | 117.2K | $19.4M | 0.0% | +10.8% |
| Private Advisor Group, LLC | Wealth advisor | 115.4K | $19.1M | 0.1% | +49.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 114.2K | $18.9M | 0.1% | +97.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 111.8K | $18.5M | — | +14.2% |
| SEARCY FINANCIAL SERVICES INC /ADV | Wealth advisor | 105.9K | $17.5M | — | -6.2% |
| Corient Private Wealth LLC | Diversified mechanical | 105.2K | $17.4M | 0.0% | -32.9% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 95.1K | $15.8M | 0.5% | +4.9% |
| IHT Wealth Management, LLC | Wealth advisor | 91.2K | $15.1M | — | +10.7% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | Wealth advisor | 87.8K | $14.5M | — | -1.5% |
| EFG International AG | Other | 85.9K | $14.2M | 0.3% | -2.5% |
| Presidio Capital Management, LLC | Wealth advisor | 85.4K | $14.2M | 4.1% | +2.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 83.2K | $13.8M | 0.0% | -0.1% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | Wealth advisor | 79.8K | $13.2M | 1.8% | New |
| Perigon Wealth Management, LLC | Wealth advisor | 75.5K | $12.5M | 0.2% | +0.4% |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | Wealth advisor | 72.0K | $11.9M | 1.5% | Held |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 71.0K | $11.8M | 4.3% | -2.8% |
| VALLEY WEALTH MANAGERS, INC. | Other | 70.5K | $11.7M | 0.8% | +1.3% |
| ASSETMARK, INC | Wealth advisor | 69.0K | $11.4M | 0.0% | +8939.8% |
| Hollow Brook Wealth Management LLC | Other | 63.6K | $10.5M | 2.7% | -0.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 61.8K | $10.2M | 0.1% | +13.0% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | Wealth advisor | 61.2K | $10.1M | 2.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.