Who owns PBTP?
Invesco 0-5 Yr US TIPS ETF · Invesco
28 institutions reported holding PBTP, worth $47.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBTP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $22.0M | 858,607 | +79,839 shares |
| Tidemark, LLC | San Diego, CA | $7.0M | 272,095 | +113,765 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.8M | 187,908 | +5,934 shares |
| Sowell Financial Services LLC | North Little Rock, AR | $2.0M | 79,397 | −11,938 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.5M | 58,729 | +12,714 shares |
| Bank of America Corp. | Charlotte, NC | $1.4M | 55,821 | +5,129 shares |
| Kelly Financial Services LLC | Braintree, MA | $1.3M | 50,618 | +12,068 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.2M | 46,377 | +1,710 shares |
| Goldman Sachs Group Inc. | New York, NY | $916K | 35,687 | −25,166 shares |
| Trilogy Capital Inc. | Irvine, CA | $857K | 33,389 | −115 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 PBTP?
28 institutional managers reported holding PBTP in Form 13F filings for June 30, 2026, worth $47.0M in total. The largest reported position was held by LPL Financial LLC, at $22.0M.
Did institutions buy or sell PBTP last quarter?
Reported 13F value rose 7.3% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 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 PBTP 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.