PBJ institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding49
Shares held526,343
Reported value$24.8m
Quarter flows7 new, 12 added, 14 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Mainsail Financial Group, LLC127,043$6.0m2.0%
BANK OF AMERICA CORP /DE/59,628$2.8m0.0%
HOWE & RUSLING INC41,761$2.0m0.1%
RAYMOND JAMES FINANCIAL INC40,283$1.9m0.0%
Sage Capital Management, LLC38,628$1.8m0.7%
LPL Financial LLC34,340$1.6m0.0%
MORGAN STANLEY27,807$1.3m0.0%
PRINCIPAL SECURITIES, INC.25,888$1.2m0.0%
ROYAL BANK OF CANADA17,904$844,0000.0%
COMMONWEALTH EQUITY SERVICES, LLC17,406$820,3500.0%
ENVESTNET ASSET MANAGEMENT INC10,874$512,4980.0%
Cetera Investment Advisers10,747$506,5500.0%
UBS Group AG9,036$425,8670.0%
WEDBUSH SECURITIES INC8,883$419,0000.0%
OSAIC HOLDINGS, INC.6,598$311,2570.0%
Verity Asset Management, Inc.6,207$292,5360.1%
Phoenix Wealth Advisors5,590$263,4570.1%
IHT Wealth Management, LLC5,564$262,2190.0%
HighTower Advisors, LLC5,281$248,9040.0%
Kovack Advisors, Inc.4,927$233,4410.0%
COMPASS FINANCIAL MANAGEMENT LLC4,748$223,7810.0%
CALDWELL SUTTER CAPITAL, INC.3,330$156,9640.1%
GeoWealth Management, LLC3,015$142,0970.0%
JONES FINANCIAL COMPANIES LLLP2,863$136,9660.0%
Steward Partners Investment Advisory, LLC1,209$56,9600.0%

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

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