PBTP — Invesco Exch Traded Fd Tr II Institutional Holders · Q2 2026

Name: Who Owns PBTP? 31 Institutions Hold $47M (Q2 2026)
Creator: ko.io

Who owns Invesco Exch Traded Fd Tr II (PBTP)? 31 institutions reported holding $47.02M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($22.0M), Tidemark, LLC ($7.0M), Commonwealth Equity Services, LLC ($4.8M).

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