PBE institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding105
Shares held1,052,107
Reported value$94.2m
Quarter flows16 new, 22 added, 36 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY148,498$13.3m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC104,341$9.4m0.1%
LPL Financial LLC92,322$8.3m0.0%
UBS Group AG68,097$6.1m0.0%
BANK OF AMERICA CORP /DE/57,290$5.1m0.0%
ROYAL BANK OF CANADA50,488$4.5m0.0%
WELLS FARGO & COMPANY/MN38,558$3.5m0.0%
Gerber Kawasaki Wealth & Investment Management31,666$2.8m0.1%
Cetera Investment Advisers25,760$2.3m0.0%
YHB Investment Advisors, Inc.23,136$2.1m0.1%
ENVESTNET ASSET MANAGEMENT INC22,250$2.0m0.0%
Institute for Wealth Management, LLC.20,218$1.8m0.2%
Penobscot Investment Management Company, Inc.19,450$1.7m0.1%
Massachusetts Wealth Management17,784$1.6m0.6%
US BANCORP \DE\16,500$1.5m0.0%
NewEdge Wealth, LLC13,772$1.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC13,211$1.2m0.0%
Abbot Financial Management, Inc.12,225$1.1m0.4%
Mariner, LLC11,820$1.1m0.0%
CreativeOne Wealth, LLC10,893$976,4840.0%
Rockefeller Capital Management L.P.10,673$956,8680.0%
BENJAMIN EDWARDS INC10,363$929,4140.0%
JONES FINANCIAL COMPANIES LLLP10,186$913,5620.0%
RAYMOND JAMES FINANCIAL INC10,090$904,5950.0%
OSAIC HOLDINGS, INC.9,641$864,3010.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PBE"). PBE price history · All 13F data

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