PBJINVESCO EXCHANGE TRADED FD T
CUSIP 46137V753 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (PBJ) has 52 institutional holders in Filings Flow’s 13F database, together reporting 566.1K shares worth $28M as of Q1 2026. The largest reported holders are Kingsview Wealth Management, LLC, Mainsail Financial Group, LLC, and Bank Of America Corp /De/.
Institutional Holders
52
Q1 2026
Reported Value
$28M
Ticker
PBJ
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC$7.3B AUM | 0.22% | $15M | 341.4K | Q4 2025OLDER |
| Mainsail Financial Group, LLC$240M AUM | 2.12% | $5M | 103.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 84.7K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 1.00% | $2M | 43.3K | Q1 2026 |
| HOWE & RUSLING INC$1.5B AUM | 0.14% | $2M | 43.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 42.2K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 34.4K | Q1 2026 |
| MARTIN & CO INC /TN/$587M AUM | 0.26% | $1M | 30.2K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 28.2K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $1M | 25.9K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 25.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 24.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 25.3K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 25.4K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $855,470 | 17.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $746,263 | 15.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $741,941 | 15.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $664,730 | 13.6K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.44% | $592,185 | 13.2K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $586,710 | 12.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $502,000 | 10.3K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $461,168 | 10.1K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $457,009 | 10.2K | Q4 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $429,000 | 8.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $332,000 | 7.0K | Q2 2025OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.11% | $276,134 | 5.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $274,746 | 5.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $271,949 | 5.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $268,022 | 6.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $261,751 | 5.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $260,544 | 5.5K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $258,509 | 5.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $251,679 | 5.5K | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.04% | $245,319 | 4.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $242,042 | 5.1K | Q2 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $242,039 | 4.9K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $202,000 | 4.1K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.07% | $163,058 | 3.3K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $150,209 | 3.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $138,363 | 2.9K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $100,466 | 2.1K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $59,471 | 1.3K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $59,027 | 1.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $48,226 | 985 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $42,649 | 868 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $40,571 | 829 | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $39,070 | 798 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $37,601 | 768 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.02% | $37,194 | 786 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $34,205 | 702 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $29,376 | 600 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $24,039 | 491 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $22,571 | 461 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $22,403 | 500 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $22,277 | 455 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $21,983 | 449 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $17,821 | 364 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $13,011 | 266 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $11,946 | 244 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $9,792 | 200 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $7,663 | 171 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $7,200 | 157 | Q3 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $5,870 | 128 | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $4,896 | 100 | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.00% | $3,047 | 68 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,448 | 50 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,424 | 49 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $2,162 | 44 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,224 | 25 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,009 | 22 | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $702 | 14 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $514 | 11 | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $294 | 6 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $294 | 6 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.