Who owns PGF?
Invesco Financial Preferred ETF · Invesco
148 institutions reported holding PGF, worth $142.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PGF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $20.5M | 1,492,566 | −47,444 shares |
| UBS Group AG | Zurich, Switzerland | $18.4M | 1,344,454 | +19,477 shares |
| Bank of America Corp. | Charlotte, NC | $9.9M | 720,215 | −15,688 shares |
| LPL Financial LLC | Fort Mill, SC | $9.8M | 711,683 | −57,018 shares |
| Wells Fargo & Company | San Francisco, CA | $9.3M | 678,599 | +60,840 shares |
| Investors Research Corp | Atlanta, GA | $5.2M | 378,941 | +26,222 shares |
| North Star Investment Management Corp. | Chicago, IL | $4.6M | 338,254 | +20,063 shares |
| Private Advisor Group, LLC | Morristown, NJ | $4.4M | 319,009 | −16,483 shares |
| MAI Capital Management | Independence, OH | $4.3M | 312,987 | +296,552 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $4.1M | 302,502 | +86,558 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 PGF?
148 institutional managers reported holding PGF in Form 13F filings for June 30, 2026, worth $142.7M in total. The largest reported position was held by Morgan Stanley, at $20.5M.
Did institutions buy or sell PGF last quarter?
Reported 13F value rose 2.2% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 16 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 PGF 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.