INVESCO EXCHANGE-TRADED FUND TRUST - PBP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | History | No change | 6,220,000 | 142,000 | 3.89% | 4.27% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 750,569 | 17,135 | 0.0% | 0.0% | 2 | +27,437 | 3.79% | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | Reduced | 480,266 | 10,964 | 4.15% | 3.68% | 3 | -57,662 | -10.72% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 437,374 | 9,985 | 0.06% | 0.06% | 4 | +25,548 | 6.2% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 435,269 | 9,938 | 0.01% | 0.01% | 5 | -47,850 | -9.9% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 418,339 | 9,549 | 0.0% | 0.0% | 6 | +352,951 | 539.78% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 210,496 | 4,805 | 0.0% | 0.0% | 7 | +32,582 | 18.31% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 193,433 | 4,416 | 0.0% | 0.0% | 8 | -6,555 | -3.28% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 170,527 | 3,893 | 0.0% | 0.0% | 9 | -11,960 | -6.55% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 151,364 | 3,455 | 0.23% | 0.26% | 10 | -21,523 | -12.45% | Q4 2025 | Jan 23, 2026 |
| Mount Lucas Management LP | History | Added to | 124,366 | 2,839 | 1.14% | 1.13% | 11 | +19 | 0.02% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 117,224 | 2,676 | 0.0% | — | 12 | +117,224 | New | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 115,189 | 2,629 | 0.0% | 0.0% | 13 | +3,694 | 3.31% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 101,771 | 2,323 | 0.03% | 0.02% | 14 | +23,806 | 30.53% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 97,332 | 2,222 | 0.0% | 0.0% | 15 | -23,496 | -19.45% | Q4 2025 | Feb 18, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 90,434 | 2,064 | 0.04% | 0.04% | 16 | -1,690 | -1.83% | Q4 2025 | Jan 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 63,293 | 1,444 | 0.0% | 0.0% | 17 | -1,124 | -1.74% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 59,128 | 1,349 | 0.0% | 0.0% | 18 | +1,671 | 2.91% | Q4 2025 | Jan 23, 2026 |
| Omega Financial Group, LLC | History | Added to | 58,009 | 1,324 | 0.44% | 0.42% | 19 | +68 | 0.12% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,931 | 912 | 0.0% | — | 20 | +39,931 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | No change | 36,702 | 837 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,992 | 707 | 0.0% | 0.0% | 22 | +3,840 | 14.14% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,232 | 576 | 0.0% | 0.0% | 23 | +1,045 | 4.32% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | No change | 24,888 | 568 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,245 | 530 | 0.0% | 0.0% | 25 | +10,800 | 86.78% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,093 | 527 | 0.0% | — | 26 | +23,093 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCentric Advisors LLC | History | New | 18,541 | 423 | 0.42% | — | 27 | +18,541 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 16,743 | 382 | 0.01% | — | 28 | +16,743 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 14,224 | 324 | 0.0% | 0.0% | 29 | -15 | -0.11% | Q4 2025 | Mar 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 14,058 | 320 | 0.01% | 0.01% | 30 | +204 | 1.47% | Q4 2025 | Jan 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,423 | 283 | 0.0% | 0.0% | 31 | +1,540 | 14.15% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,071 | 275 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 11,729 | 267 | 0.0% | — | 33 | +11,729 | New | Q4 2025 | Jan 30, 2026 |
| TMB Capital Partners, LLC | History | New | 11,158 | 254 | 0.09% | — | 34 | +11,158 | New | Q4 2025 | Feb 19, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,621 | 242 | 0.0% | — | 35 | +10,621 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,630 | 219 | 0.0% | 0.0% | 36 | -125 | -1.28% | Q4 2025 | Feb 13, 2026 |
| MATAURO, LLC | History | New | 8,869 | 202 | 0.03% | — | 37 | +8,869 | New | Q4 2025 | Jan 16, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,564 | 173 | 0.02% | 0.02% | 38 | +26 | 0.34% | Q4 2025 | Jan 21, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6,981 | 159 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MGB Wealth Management, LLC | History | No change | 6,000 | 136 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,715 | 61 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,534 | 35 | 0.0% | 0.0% | 42 | +1,054 | 219.58% | Q4 2025 | Mar 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,326 | 30 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strive Financial Group ,LLC | History | New | 848 | 19 | 0.01% | — | 44 | +848 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 792 | 18 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 671 | 15 | 0.0% | 0.0% | 46 | +75 | 12.58% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | New | 336 | 7 | 0.0% | — | 47 | +336 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | New | 222 | 5 | 0.0% | — | 48 | +222 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 218 | 4 | 0.0% | — | 49 | +218 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 137 | 3 | 0.0% | 0.0% | 51 | -2,268 | -94.3% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 139 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,467 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,135 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -899 | -100.0% | Q3 2025 | Nov 26, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NewEdge Advisors, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 18, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |