PDBAINVESCO ACTVELY MNGD ETC FD
CUSIP 46090F308 · Yahoo Finance ↗ · Google Finance ↗
Invesco Actvely Mngd Etc Fd (PDBA) has 49 institutional holders in Filings Flow’s 13F database, together reporting 3.33M shares worth $121M as of Q1 2026. The largest reported holders are Briaud Financial Planning Inc, Lpl Financial LLC, and Nilsine Partners, LLC.
Institutional Holders
49
Q1 2026
Reported Value
$121M
Ticker
PDBA
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Briaud Financial Planning Inc$381M AUM | 5.69% | $22M | 594.8K | Q1 2026 |
| Perissos Private Wealth Management, LLC$115M AUM | 4.95% | $6M | 156.4K | Q1 2026 |
| Guild Investment Management, Inc.$140M AUM | 3.44% | $5M | 131.9K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 2.32% | $5M | 141.9K | Q1 2026 |
| Private Wealth Advisors, LLC$356M AUM | 1.91% | $7M | 185.8K | Q1 2026 |
| Capital Wealth Alliance, LLC$221M AUM | 1.45% | $3M | 87.7K | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 1.36% | $1M | 40.8K | Q1 2026 |
| Nilsine Partners, LLC$1.3B AUM | 1.08% | $11M | 305.1K | Q2 2025OLDER |
| Hegarty Advisors, LLC$127M AUM | 0.76% | $961,241 | 26.4K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.69% | $3M | 80.9K | Q1 2026 |
| WT Wealth Management$336M AUM | 0.60% | $2M | 55.5K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.32% | $7M | 196.7K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.29% | $5M | 145.9K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.18% | $2M | 45.0K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.15% | $3M | 85.6K | Q1 2026 |
| TRUST CO OF OKLAHOMA$343M AUM | 0.14% | $452,647 | 13.0K | Q2 2025OLDER |
| Castleview Partners, LLC$195M AUM | 0.14% | $280,928 | 7.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.07% | $2M | 62.2K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.06% | $5M | 141.9K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.05% | $8M | 214.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 122.1K | Q1 2026 |
| JT Stratford LLC$786M AUM | 0.03% | $252,737 | 6.9K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $722,726 | 19.8K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $422,180 | 12.4K | Q4 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $289,204 | 8.5K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $535,642 | 14.7K | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.01% | $255,000 | 7.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $277,318 | 7.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $579,581 | 15.9K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $79,212 | 2.2K | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $16,959 | 465 | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $559,000 | 15.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 403.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 70.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $435,707 | 11.9K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 48.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 35.6K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $5,100 | 150 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $372,650 | 10.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $734,000 | 20.1K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,063 | 84 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 33.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 95.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $19,730 | 541 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,894 | 80 | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,152 | 59 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,217 | 85 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 50.6K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $63,312 | 1.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,844 | 53 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $72,940 | 2.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $471,920 | 13.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $271,738 | 7.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $324,474 | 8.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $497 | 14 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2,176 | 64 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.