PBEINVESCO EXCHANGE TRADED FD T
CUSIP 46137V787 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PBE) has 100 institutional holders in Filings Flow’s 13F database, together reporting 1.02M shares worth $81M as of Q1 2026. The largest reported holders are Morgan Stanley, United Capital Financial Advisors, LLC, and Lpl Financial LLC.
Institutional Holders
100
Q1 2026
Reported Value
$81M
Ticker
PBE
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $10M | 131.8K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.05% | $8M | 102.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 86.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 69.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 59.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 59.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 39.3K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.09% | $3M | 35.2K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.14% | $2M | 24.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 23.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 21.4K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.17% | $2M | 20.3K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.12% | $2M | 19.4K | Q1 2026 |
| Q3 Asset Management$412M AUM | 0.33% | $1M | 17.4K | Q4 2025OLDER |
| Massachusetts Wealth Management$231M AUM | 0.61% | $1M | 17.8K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 16.5K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 15.7K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 14.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 14.3K | Q1 2026 |
| Abbot Financial Management, Inc.$239M AUM | 0.41% | $983,812 | 12.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $967,553 | 12.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $967,513 | 12.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $844,649 | 10.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $836,621 | 10.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $823,664 | 10.4K | Q1 2026 |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.16% | $757,753 | 9.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $743,042 | 9.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $739,350 | 9.0K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.02% | $737,482 | 9.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $697,911 | 8.8K | Q1 2026 |
| INVESTMENT HOUSE LLC$1.9B AUM | 0.04% | $679,364 | 8.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $678,652 | 8.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $673,822 | 8.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $596,369 | 7.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $586,170 | 7.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $534,141 | 6.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $497,288 | 6.3K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.05% | $463,757 | 5.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $403,818 | 5.1K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $388,159 | 4.7K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $383,482 | 4.6K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.18% | $380,618 | 4.8K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $360,982 | 4.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $356,678 | 4.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $349,203 | 4.4K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.02% | $336,000 | 4.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $318,383 | 4.0K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $303,000 | 3.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $262,642 | 3.3K | Q1 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.03% | $260,937 | 3.3K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $260,937 | 3.3K | Q1 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.02% | $257,335 | 3.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $250,605 | 3.2K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $239,520 | 3.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $237,540 | 3.0K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.16% | $232,491 | 3.6K | Q2 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $232,235 | 2.9K | Q1 2026 |
| Dakota Wealth Management$4.6B AUM | 0.00% | $223,584 | 3.2K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $222,380 | 2.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $212,000 | 2.6K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $207,293 | 2.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $205,153 | 2.5K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $204,230 | 2.5K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.05% | $202,859 | 2.6K | Q1 2026 |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $201,671 | 2.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $169,871 | 2.1K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $148,696 | 1.9K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $147,274 | 1.9K | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.08% | $141,099 | 1.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $136,287 | 1.7K | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $132,231 | 1.7K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $129,958 | 1.9K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $112,739 | 1.4K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $101,272 | 1.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $93,123 | 1.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $93,116 | 1.2K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $90,000 | 1.1K | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.05% | $87,098 | 1.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $86,385 | 1.1K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $79,180 | 1.0K | Q1 2026 |
| First PREMIER Bank$433M AUM | 0.01% | $53,000 | 670 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $52,496 | 663 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $52,100 | 658 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $49,290 | 600 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $49,012 | 619 | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $48,379 | 611 | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $44,000 | 530 | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $42,391 | 607 | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $40,886 | 516 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $39,843 | 485 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $39,828 | 503 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38,426 | 500 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $34,918 | 441 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $33,783 | 427 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $31,672 | 400 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $31,053 | 378 | Q4 2025OLDER |
| Hemington Wealth Management$769M AUM | 0.00% | $30,000 | 434 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $29,930 | 378 | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.01% | $27,713 | 350 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $27,317 | 345 | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $24,974 | 304 | Q4 2025OLDER |
| LOM Asset Management Ltd$348M AUM | 0.01% | $23,754 | 300 | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $23,166 | 282 | Q4 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.01% | $19,703 | 282 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $16,865 | 213 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $16,232 | 205 | Q1 2026 |
| Financial Avengers, Inc.$219M AUM | 0.01% | $16,012 | 202 | Q1 2026 |
| TSFG, LLC$659M AUM | 0.00% | $14,000 | 200 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $13,658 | 166 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $11,877 | 150 | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.01% | $11,877 | 150 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $11,877 | 150 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $11,084 | 140 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $10,032 | 156 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $9,898 | 125 | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $5,543 | 70 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5,068 | 64 | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.00% | $4,434 | 56 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $3,959 | 50 | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $3,563 | 45 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $2,692 | 34 | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $1,663 | 21 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,662 | 20 | Q4 2025OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $210 | 3 | Q3 2025OLDER |
| Robbins Farley$226M AUM | 0.00% | $210 | 3 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $79 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.