INVESCO EXCHANGE-TRADED FUND TRUST - PBE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 133,303 | 10,950 | 0.0% | 0.0% | 1 | +35,317 | 36.04% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 102,207 | 8,396 | 0.05% | 0.04% | 2 | +17,112 | 20.11% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 97,304 | 7,993 | 0.0% | 0.0% | 3 | +4,617 | 4.98% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 67,361 | 5,533 | 0.0% | 0.0% | 4 | -4,664 | -6.48% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 61,731 | 5,071 | 0.0% | 0.0% | 5 | +1,813 | 3.03% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 47,114 | 3,870 | 0.0% | — | 6 | +47,114 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 46,856 | 3,849 | 0.0% | 0.0% | 7 | -330 | -0.7% | Q4 2025 | Feb 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 42,909 | 3,524 | 0.12% | 0.11% | 8 | -3,228 | -7.0% | Q4 2025 | Feb 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 24,381 | 2,002 | 0.14% | 0.12% | 9 | +95 | 0.39% | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | Added to | 22,675 | 1,862 | 0.0% | 0.0% | 10 | +680 | 3.09% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,913 | 1,800 | 0.0% | 0.0% | 11 | -3,089 | -12.36% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,660 | 1,697 | 0.0% | 0.0% | 12 | +937 | 4.75% | Q4 2025 | Feb 10, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 20,268 | 1,665 | 0.18% | 0.15% | 13 | -500 | -2.41% | Q4 2025 | Jan 27, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 19,450 | 1,597 | 0.12% | 0.1% | 14 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Massachusetts Wealth Management | History | Reduced | 17,919 | 1,472 | 0.68% | 0.64% | 15 | -425 | -2.32% | Q4 2025 | Jan 26, 2026 |
| Q3 Asset Management | History | New | 17,429 | 1,431 | 0.33% | — | 16 | +17,429 | New | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | No change | 16,500 | 1,355 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,701 | 1,289 | 0.01% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,814 | 1,216 | 0.03% | 0.03% | 19 | +30 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Abbot Financial Management, Inc. | History | No change | 12,425 | 1,020 | 0.42% | 0.37% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 12,220 | 1,003 | 0.0% | 0.0% | 21 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,384 | 935 | 0.02% | 0.02% | 22 | -532 | -4.46% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,666 | 876 | 0.0% | 0.0% | 23 | +666 | 6.66% | Q4 2025 | Mar 16, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 10,070 | 827 | 0.17% | 0.15% | 24 | +298 | 3.05% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,915 | 814 | 0.0% | 0.0% | 25 | +1,837 | 22.74% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | Reduced | 9,687 | 795 | 0.02% | 0.02% | 26 | -513 | -5.03% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 9,000 | 739 | 0.0% | — | 27 | +9,000 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,963 | 736 | 0.0% | 0.0% | 28 | -452 | -4.8% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,776 | 720 | 0.01% | 0.01% | 29 | +100 | 1.15% | Q4 2025 | Jan 23, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 8,580 | 704 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 8,455 | 694 | 0.01% | 0.01% | 31 | +521 | 6.57% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,892 | 566 | 0.0% | 0.0% | 32 | +5 | 0.07% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,504 | 534 | 0.0% | 0.0% | 33 | +1,146 | 21.39% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,409 | 526 | 0.0% | 0.0% | 34 | -430 | -6.29% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,869 | 482 | 0.0% | 0.0% | 35 | -49 | -0.83% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 5,100 | 418 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 4,847 | 398 | 0.19% | 0.17% | 37 | -338 | -6.52% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,725 | 388 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,562 | 383 | 0.0% | 0.0% | 39 | -189 | -3.98% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,604 | 378 | 0.0% | — | 40 | +4,604 | New | Q4 2025 | Feb 17, 2026 |
| Hills Bank & Trust Co | History | Reduced | 4,559 | 374 | 0.02% | 0.02% | 41 | -88 | -1.89% | Q4 2025 | Feb 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,239 | 348 | 0.03% | — | 42 | +4,239 | New | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,208 | 346 | 0.0% | 0.0% | 43 | -134 | -3.09% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,607 | 296 | 0.0% | 0.0% | 44 | -93 | -2.51% | Q4 2025 | Mar 25, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 3,400 | 279 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 3,316 | 272 | 0.0% | 0.0% | 46 | +2 | 0.06% | Q4 2025 | Jan 26, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,299 | 271 | 0.03% | 0.03% | 47 | -388 | -10.52% | Q4 2025 | Jan 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 3,255 | 267 | 0.03% | 0.03% | 48 | +66 | 2.07% | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,165 | 260 | 0.0% | — | 49 | +3,165 | New | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Reduced | 3,105 | 255 | 0.0% | 0.0% | 50 | -55 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,025 | 248 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,000 | 246 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | No change | 2,980 | 244 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wharton Business Group, LLC | History | New | 2,739 | 225 | 0.01% | — | 54 | +2,739 | New | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | New | 2,731 | 224 | 0.01% | — | 55 | +2,731 | New | Q4 2025 | Feb 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 2,718 | 223 | 0.0% | — | 56 | +2,718 | New | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,610 | 214 | 0.01% | 0.01% | 57 | -2,074 | -44.28% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,583 | 212 | 0.0% | — | 58 | +2,583 | New | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 2,497 | 205 | 0.0% | — | 59 | +2,497 | New | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | New | 2,439 | 200 | 0.05% | — | 60 | +2,439 | New | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,335 | 191 | 0.0% | 0.0% | 61 | -1,365 | -36.89% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,010 | 165 | 0.01% | 0.01% | 62 | -611 | -23.31% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,860 | 152 | 0.0% | — | 63 | +1,860 | New | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,782 | 146 | 0.09% | 0.08% | 64 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,670 | 137 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 1,659 | 136 | 0.0% | — | 66 | +1,659 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,275 | 104 | 0.01% | 0.0% | 67 | +1,125 | 750.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,250 | 102 | 0.0% | 0.0% | 68 | +425 | 51.52% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 1,197 | 98 | 0.0% | 0.0% | 69 | +46 | 4.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,043 | 85 | 0.0% | 0.0% | 70 | +160 | 18.12% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,000 | 82 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 888 | 72 | 0.0% | 0.0% | 72 | +421 | 90.15% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 850 | 69 | 0.0% | — | 73 | +850 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 730 | 59 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 670 | 55 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | No change | 663 | 54 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 611 | 50 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | No change | 600 | 49 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 600 | 49 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 530 | 44 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 519 | 42 | 0.0% | 0.0% | 82 | -177 | -25.43% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 515 | 42 | 0.0% | 0.0% | 81 | -59 | -10.28% | Q4 2025 | Feb 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 516 | 42 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 503 | 41 | 0.0% | 0.0% | 85 | -81 | -13.87% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 500 | 41 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 485 | 39 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 378 | 31 | 0.0% | 0.0% | 87 | +175 | 86.21% | Q4 2025 | Jan 29, 2026 |
| Financial Perspectives, Inc | History | No change | 350 | 28 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | No change | 325 | 26 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | New | 304 | 24 | 0.0% | — | 90 | +304 | New | Q4 2025 | Feb 12, 2026 |
| LOM Asset Management Ltd | History | No change | 300 | 24 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 282 | 23 | 0.0% | — | 92 | +282 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 213 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Avengers, Inc. | History | Added to | 202 | 16 | 0.01% | 0.01% | 95 | +1 | 0.5% | Q4 2025 | Mar 03, 2026 |
| McIlrath & Eck, LLC | History | No change | 205 | 16 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 166 | 13 | 0.0% | 0.0% | 96 | +1 | 0.61% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | New | 150 | 12 | 0.0% | — | 97 | +150 | New | Q4 2025 | Feb 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 150 | 12 | 0.01% | — | 98 | +150 | New | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 140 | 11 | 0.0% | 0.0% | 99 | -37 | -20.9% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 125 | 10 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | New | 70 | 5 | 0.0% | — | 102 | +70 | New | Q4 2025 | Feb 11, 2026 |
| Realta Investment Advisors | History | New | 56 | 4 | 0.0% | — | 104 | +56 | New | Q4 2025 | Jan 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 45 | 3 | 0.0% | — | 105 | +45 | New | Q4 2025 | Feb 19, 2026 |
| Triumph Capital Management | History | New | 34 | 2 | 0.0% | — | 106 | +34 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 108 | -36 | -64.29% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,173 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -607 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Robbins Farley | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 15, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 09, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |