Who Owns INVESCO (PDBA)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $204.6M of INVESCO (PDBA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Proficio Capital Partners LLC ($30.8M), Briaud Financial Planning, Inc ($22.1M), 3EDGE Asset Management, LP ($17.4M), Trek Financial, LLC ($15.9M), EASTERN BANK ($11.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Proficio Capital Partners LLC$30.8M865,860Added
2Briaud Financial Planning, Inc$22.1M621,833Added
33EDGE Asset Management, LP$17.4M487,328Added
4Trek Financial, LLC$15.9M446,915New
5EASTERN BANK$11.2M315,532New
6Clark Capital Management Group, Inc.$11.2M315,473Added
7OSAIC HOLDINGS, INC.$10.8M303,262Added
8FLAGSHIP HARBOR ADVISORS, LLC$7.3M204,242Added
9Private Wealth Advisors, LLC$6.9M194,226Added
10LPL Financial LLC$5.8M162,905Trimmed
11SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M156,762New
12Perissos Private Wealth Management, LLC$5.1M143,089Trimmed
13ENVESTNET ASSET MANAGEMENT INC$5.0M141,069Added
14Farther Finance Advisors, LLC$4.9M136,947Added
15Guild Investment Management, Inc.$4.8M135,010Added
16IronBridge Private Wealth, LLC$4.3M121,101New
17Sanctuary Advisors, LLC$3.3M92,504Added
18Plan Group Financial, LLC$3.1M88,002Added
19Sowell Financial Services LLC$3.0M84,015New
20Capital Wealth Alliance, LLC$2.9M81,682Trimmed
21D.A. DAVIDSON & CO.$2.2M62,866New
22Tidal Investments LLC$1.6M45,176Trimmed
23Columbus Macro, LLC$1.6M45,050Hold
24JANE STREET GROUP, LLC$1.5M41,883New
25Miller Global Investments, LLC$1.4M40,695Trimmed

Source: SEC Form 13F filings · as of 2026-06-30