Who Owns INVESCO EXCH TRADED FD TR II (PBTP)? -- Institutional Holders (2026-03-31)
31 institutions reported holding $43.8M of INVESCO EXCH TRADED FD TR II (PBTP) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($20.4M), COMMONWEALTH EQUITY SERVICES, LLC ($4.8M), Tidemark, LLC ($4.1M), Sowell Financial Services LLC ($2.4M), GOLDMAN SACHS GROUP INC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $20.4M | 778,768 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 181,974 | Added |
| 3 | Tidemark, LLC | $4.1M | 158,330 | Trimmed |
| 4 | Sowell Financial Services LLC | $2.4M | 91,335 | Added |
| 5 | GOLDMAN SACHS GROUP INC | $1.6M | 60,853 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $1.3M | 50,692 | Trimmed |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.2M | 47,224 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 46,015 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.2M | 44,667 | Added |
| 10 | Kelly Financial Services LLC | $1.0M | 38,550 | Added |
| 11 | Trilogy Capital Inc. | $876,130 | 33,504 | Added |
| 12 | Beacon Pointe Advisors, LLC | $774,040 | 29,600 | Added |
| 13 | CITADEL ADVISORS LLC | $771,896 | 29,518 | Added |
| 14 | Arkadios Wealth Advisors | $635,185 | 24,291 | Added |
| 15 | OSAIC HOLDINGS, INC. | $553,195 | 21,155 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $387,473 | 14,817 | Added |
| 17 | Centerpoint Advisory Group | $307,423 | 11,756 | Trimmed |
| 18 | Destiny Capital Corp/CO | $206,271 | 7,888 | Hold |
| 19 | Royal Bank of Canada | $43,000 | 1,626 | Trimmed |
| 20 | BlackRock, Inc. | $33,550 | 1,283 | Trimmed |
| 21 | UBS Group AG | $33,393 | 1,277 | New |
| 22 | PRIVATE TRUST CO NA | $6,538 | 250 | Hold |
| 23 | Arax Advisory Partners | $1,386 | 53 | Hold |
| 24 | MORGAN STANLEY | $37 | 1 | Hold |
| 25 | HUNTINGTON NATIONAL BANK | $26 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31