INVESCO EXCHANGE-TRADED FUND TRUST - PBJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | History | Reduced | 341,433 | 15,297 | 0.22% | 0.24% | 1 | -6,490 | -1.87% | Q4 2025 | Feb 09, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 100,150 | 4,487 | 1.87% | 1.91% | 2 | +3,505 | 3.63% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 54,516 | 2,442 | 0.0% | 0.0% | 3 | -50,025 | -47.85% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 53,648 | 2,404 | 0.0% | — | 4 | +53,648 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 52,749 | 2,363 | 0.0% | 0.0% | 5 | -12,120 | -18.68% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Reduced | 43,179 | 1,934 | 0.89% | 1.04% | 6 | -7,239 | -14.36% | Q4 2025 | Jan 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 42,327 | 1,896 | 0.13% | 0.15% | 7 | -4,348 | -9.32% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 29,507 | 1,322 | 0.0% | 0.0% | 8 | -10,022 | -25.35% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 25,378 | 1,137 | 0.0% | 0.0% | 9 | -23,669 | -48.26% | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 18,350 | 822 | 0.0% | — | 11 | +18,350 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 18,364 | 822 | 0.0% | 0.0% | 10 | -1,188 | -6.08% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,976 | 805 | 0.0% | 0.0% | 12 | +1,740 | 10.72% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,645 | 700 | 0.01% | 0.0% | 13 | +14,006 | 854.55% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 15,469 | 693 | 0.0% | 0.0% | 14 | +7,047 | 83.67% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 13,217 | 592 | 0.44% | — | 15 | +13,217 | New | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 10,200 | 457 | 0.0% | 0.0% | 16 | -8,000 | -43.96% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 10,136 | 454 | 0.0% | 0.0% | 17 | -29,381 | -74.35% | Q4 2025 | Jan 29, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,883 | 398 | 0.01% | 0.02% | 18 | -1,233 | -12.19% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,991 | 313 | 0.0% | 0.0% | 19 | -3,136 | -30.97% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 5,982 | 268 | 0.0% | — | 20 | +5,982 | New | Q4 2025 | Feb 17, 2026 |
| Phoenix Wealth Advisors | History | New | 5,792 | 259 | 0.1% | — | 21 | +5,792 | New | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | New | 5,545 | 248 | 0.01% | — | 22 | +5,545 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | No change | 5,274 | 236 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,925 | 220 | 0.01% | 0.02% | 24 | +122 | 2.54% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,532 | 158 | 0.0% | 0.0% | 25 | +619 | 21.25% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,330 | 149 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,847 | 82 | 0.0% | — | 27 | +1,847 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,202 | 53 | 0.0% | 0.0% | 28 | -85 | -6.6% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,046 | 46 | 0.0% | 0.0% | 29 | -211 | -16.79% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 868 | 40 | 0.0% | — | 30 | +868 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 768 | 34 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 600 | 26 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 500 | 22 | 0.0% | — | 33 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 473 | 21 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 461 | 20 | 0.0% | 0.0% | 35 | -907 | -66.3% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 425 | 19 | 0.0% | — | 36 | +425 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | New | 412 | 18 | 0.0% | — | 38 | +412 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 411 | 18 | 0.0% | 0.0% | 37 | -54 | -11.61% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 364 | 16 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 300 | 13 | 0.0% | 0.0% | 40 | +101 | 50.75% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 265 | 11 | 0.0% | 0.0% | 41 | -890 | -77.06% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 250 | 11 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | New | 244 | 10 | 0.0% | — | 43 | +244 | New | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | No change | 200 | 8 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 171 | 7 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 68 | 3 | 0.0% | — | 47 | +68 | New | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 44 | 1 | 0.0% | — | 48 | +44 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,284 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,764 | -100.0% | Q3 2025 | Nov 10, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,488 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,752 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,296 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 6 | 0 | — | — | — | -5 | -45.45% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |