Who owns PBJ?
Invesco Food & Beverage ETF · Invesco
50 institutions reported holding PBJ, worth $24.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mainsail Financial Group, LLC | Bellevue, WA | $6.0M | 127,043 | +23,228 shares |
| Bank of America Corp. | Charlotte, NC | $2.8M | 59,628 | −25,088 shares |
| HOWE & Rusling Inc. | Rochester, NY | $2.0M | 41,761 | −1,206 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.9M | 40,283 | +12,087 shares |
| Sage Capital Management, LLC | Stockton, NJ | $1.8M | 38,628 | −4,640 shares |
| LPL Financial LLC | Fort Mill, SC | $1.6M | 34,340 | −46 shares |
| Morgan Stanley | New York, NY | $1.3M | 27,807 | +1,883 shares |
| Principal Securities, Inc. | Des Moines, IA | $1.2M | 25,888 | +115 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $844K | 17,904 | +7,642 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $820K | 17,406 | −67 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PBJ?
50 institutional managers reported holding PBJ in Form 13F filings for June 30, 2026, worth $24.8M in total. The largest reported position was held by Mainsail Financial Group, LLC, at $6.0M.
Did institutions buy or sell PBJ last quarter?
Reported 13F value fell 10.6% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PBJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.