Who Owns INVESCO EXCH TRADED FD TR II (PBTP)? -- Institutional Holders (2026-06-30)
31 institutions reported holding $47.0M of INVESCO EXCH TRADED FD TR II (PBTP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($22.0M), Tidemark, LLC ($7.0M), COMMONWEALTH EQUITY SERVICES, LLC ($4.8M), Sowell Financial Services LLC ($2.0M), ENVESTNET ASSET MANAGEMENT INC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $22.0M | 858,607 | Added |
| 2 | Tidemark, LLC | $7.0M | 272,095 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 187,908 | Added |
| 4 | Sowell Financial Services LLC | $2.0M | 79,397 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 58,729 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $1.4M | 55,821 | Added |
| 7 | Kelly Financial Services LLC | $1.3M | 50,618 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.2M | 46,377 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $915,550 | 35,687 | Trimmed |
| 10 | Trilogy Capital Inc. | $856,595 | 33,389 | Trimmed |
| 11 | Beacon Pointe Advisors, LLC | $643,941 | 25,100 | Trimmed |
| 12 | Arkadios Wealth Advisors | $593,174 | 23,121 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $572,999 | 22,333 | Added |
| 14 | Hobart Private Capital, LLC | $494,988 | 19,294 | New |
| 15 | MML INVESTORS SERVICES, LLC | $477,874 | 18,627 | Added |
| 16 | Centerpoint Advisory Group | $295,957 | 11,536 | Trimmed |
| 17 | BETO FINANCIAL GROUP, LLC | $274,956 | 10,707 | New |
| 18 | Private Advisor Group, LLC | $240,160 | 9,361 | New |
| 19 | Destiny Capital Corp/CO | $202,367 | 7,888 | Hold |
| 20 | Highland Investment Advisors LLC | $67,970 | 2,649 | New |
| 21 | Royal Bank of Canada | $41,000 | 1,594 | Trimmed |
| 22 | BlackRock, Inc. | $32,915 | 1,283 | Hold |
| 23 | PRIVATE TRUST CO NA | $10,262 | 400 | Added |
| 24 | UBS Group AG | $4,130 | 161 | Trimmed |
| 25 | Arax Advisory Partners | $2,720 | 106 | Added |
Source: SEC Form 13F filings · as of 2026-06-30