Invesco Optimum Yield DiversPDBCETF
13F holders, Q1 2025 (March 31)396holders −18
59new positions
71sold out
1famous investor
$13.62avg. 13F price*
At the end of Q1 2025, 396 institutions reported holding Invesco Optimum Yield Divers (PDBC) in their 13F filings, down 18 from Q4 2024. 59 opened new positions and 71 sold out. The largest holders were Wells Fargo & Company ($1.6B), Empower Advisory Group, LLC ($404.7M) and LPL Financial LLC ($364.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco Optimum Yield Divers
- CUSIP
- 46090F100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $44.7M |
| Exits | 71 | $46.3M |
All 13F filers, Q4 2024 → Q1 2025: 51,065,294 shares bought and 11,240,087 shares sold, net +39,825,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Wells Fargo & Company | 0.40% | Reduce -0.5% | 121,038,807 | $1.6B |
| Empower Advisory Group, LLC | 1.32% | Add +5.6% | 29,695,319 | $404.7M |
| LPL Financial LLC | 0.14% | Add +405.4% | 26,769,795 | $364.9M |
| Morgan Stanley | 0.02% | Add +16.1% | 21,184,321 | $288.7M |
| State Street Corp. | 0.01% | Add +149.8% | 10,705,696 | $145.9M |
| Manufacturers Life Insurance Company, The | 0.11% | Add +276.4% | 8,398,542 | $114.5M |
| SigFig Wealth Management, LLC | 3.19% | Add +1.0% | 6,566,707 | $88.4M |
| Bank of America Corp. | 0.01% | Add +10.8% | 5,919,756 | $80.7M |
| FMR LLC | 0.00% | Add +71.2% | 4,379,973 | $59.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.1% | 3,580,038 | $48.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -20.7% | 3,398,939 | $46.3M |
| Briaud Financial Planning Inc | 13.59% | Reduce -10.6% | 2,509,479 | $34.2M |
| GM Advisory Group, LLC | 1.67% | Add +5.1% | 2,265,292 | $30.9M |
| SCS Capital Management LLC | 0.33% | Reduce -0.3% | 1,928,973 | $26.3M |
| Park Avenue Securities LLC | 0.31% | Reduce -3.7% | 1,855,163 | $25.3M |
| Johnson Financial Group, LLC | 2.27% | Reduce -6.3% | 1,576,797 | $21.5M |
| BNP Paribas Financial Markets | 0.02% | Add +6.8% | 1,500,600 | $20.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +241.7% | 1,489,201 | $20.3M |
| Cwm, LLC | 0.07% | Add +120.0% | 1,362,290 | $18.6M |
| Vident Advisory, LLC | 0.27% | Add +18.4% | 1,333,397 | $18.2M |
| Lockheed Martin Investment Management Co. | 0.73% | No change | 1,317,800 | $18.0M |
| UBS Group AG | 0.00% | Add +0.4% | 1,245,299 | $17.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.0% | 1,151,608 | $15.7M |
| Marion Wealth Management | 3.58% | Add +11.8% | 982,824 | $13.4M |
| New York Life Investment Management LLC | 0.14% | Reduce -9.9% | 978,780 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.5% | 933,422 | $12.7M |
| Exencial Wealth Advisors, LLC | 0.47% | Add +0.5% | 931,327 | $12.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.9% | 900,460 | $12.3M |
| Janney Capital Management LLC | 0.84% | Reduce -0.0% | 893,068 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.3% | 872,120 | $11.9M |
| M&T Bank Corp | 0.04% | Reduce -2.1% | 860,522 | $11.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 850,187 | $11.6M |
| HSBC Holdings PLC | 0.01% | Add +63.9% | 782,500 | $10.7M |
| Echo45 Advisors LLC | 7.02% | Reduce -2.6% | 769,593 | $10.5M |
| MAI Capital Management | 0.08% | Reduce -0.8% | 751,613 | $10.2M |
| MML Investors Services, LLC | 0.03% | Add +5.7% | 745,554 | $10.2M |
| &partners | 0.11% | Reduce -11.9% | 753,736 | $10.1M |
| Bedell Frazier Investment Counselling, LLC | 2.54% | Add +11.0% | 730,992 | $10.0M |
| Integrated Capital Management, Inc. | 7.81% | Add +4.8% | 720,543 | $9.8M |
| Destiny Wealth Partners, LLC | 1.52% | New | 703,707 | $9.6M |
| Faithward Advisors, LLC | 1.36% | Reduce -1.8% | 572,821 | $7.8M |
| JFG Wealth Management, LLC | 1.69% | Reduce -2.3% | 547,106 | $7.5M |
| Mariner, LLC | 0.01% | Add +1525.7% | 516,051 | $7.0M |
| Aspect Partners, LLC | 4.00% | Add +3.5% | 512,098 | $7.0M |
| Arkadios Wealth Advisors | 0.24% | New | 471,663 | $6.4M |
| ALM First Financial Advisors, LLC | 1.44% | Add +5.3% | 462,463 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +5.9% | 455,005 | $6.2M |
| Fairview Capital Investment Management, LLC | 0.33% | Add +1.2% | 454,038 | $6.2M |
| Quent Capital, LLC | 0.64% | Add +1.6% | 449,669 | $6.1M |
| Patton Fund Management, Inc. | 1.43% | Reduce -0.3% | 434,089 | $5.9M |
| Brookstone Capital Management | 0.08% | Add +8.0% | 429,956 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +5.4% | 381,847 | $5.2M |
| Ameritas Advisory Services, LLC | 0.21% | Add +17.8% | 381,347 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +952.9% | 378,126 | $5.2M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +952.9% | 378,126 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 377,288 | $5.1M |
| Cim, LLC | 0.76% | Add +93.9% | 374,945 | $5.1M |
| Magnus Financial Group LLC | 0.48% | Add +0.3% | 362,667 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 358,715 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Add +10.3% | 354,959 | $4.8M |
| Impact Partnership Wealth, LLC | 1.00% | Add +7.4% | 342,560 | $4.7M |
| Private Harbour Investment Management & Counsel, LLC | 5.11% | Reduce -11.0% | 337,698 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +21.4% | 336,558 | $4.6M |
| Hancock Whitney Corp. | 0.15% | Reduce -37.7% | 335,872 | $4.6M |
| Plan Group Financial, LLC | 1.56% | Add +76.8% | 320,978 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1821.0% | 315,074 | $4.3M |
| Northeast Financial Group, Inc. | 1.45% | Reduce -1.5% | 285,454 | $3.9M |
| Comerica Bank | 0.02% | Reduce -0.6% | 276,215 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.0% | 274,086 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -8.4% | 273,512 | $3.7M |
| Creative Planning | 0.00% | Add +47.5% | 271,027 | $3.7M |
| Keybank National Association | 0.01% | Reduce -28.2% | 267,736 | $3.6M |
| Oarsman Capital, Inc. | 0.65% | Add +6.6% | 267,038 | $3.6M |
| Tidal Investments LLC | 0.03% | New | 260,337 | $3.5M |
| M Wealth Management, LLC | 3.25% | Reduce -1.1% | 256,276 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.2% | 250,150 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +35.4% | 245,168 | $3.3M |
| New England Capital Financial Advisors LLC | 1.69% | Reduce -2.5% | 244,425 | $3.3M |
| Axxcess Wealth Management, LLC | 0.09% | Add +19.9% | 243,833 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 241,011 | $3.3M |
| Liquid Strategies, LLC | 0.62% | New | 239,694 | $3.3M |
| Renaissance Technologies | 0.00% | Add +91.7% | 232,100 | $3.2M |
| Private Wealth Asset Management, LLC | 0.42% | — | 213,818 | $2.9M |
| Olympus Wealth Management, LLC | 1.27% | Add +1.2% | 212,384 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +359.7% | 204,601 | $2.8M |
| Wealth Management Resources, Inc. | 0.99% | Add +1.9% | 199,585 | $2.7M |
| Randall & Associates Wealth Management | 2.18% | Add +1.1% | 193,897 | $2.6M |
| Perissos Private Wealth Management, LLC | 2.38% | Add +91.3% | 191,763 | $2.6M |
| Napa Wealth Management | 1.46% | New | 190,139 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -66.0% | 188,419 | $2.6M |
| Parr McKnight Wealth Management Group, LLC | 0.36% | Add +5.3% | 181,734 | $2.5M |
| CoreCap Advisors, LLC | 0.11% | Add +45.3% | 181,597 | $2.5M |
| Evolution Wealth Advisors, LLC | 0.41% | Reduce -16.9% | 178,411 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -6.6% | 167,996 | $2.3M |
| Avalon Capital Management | 0.66% | New | 167,602 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Add +0.4% | 160,671 | $2.2M |
| Alhambra Investment Management LLC | 1.11% | Add +246.8% | 158,143 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +27.2% | 155,041 | $2.1M |
| Lifeworks Advisors, LLC | 0.35% | Reduce -4.2% | 152,445 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.4% | 147,475 | $2.0M |
| Mgo One Seven LLC | 0.08% | Add +0.8% | 146,972 | $2.0M |
| Worth Asset Management, LLC | 1.05% | New | 141,121 | $1.9M |
| Zacks Investment Management | 0.02% | Add +7.5% | 139,341 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +39.6% | 141,079 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | New | 136,801 | $1.9M |
| Matauro, LLC | 0.38% | Reduce -4.7% | 135,853 | $1.9M |
| Aletheian Wealth Advisors LLC | 1.02% | Add +3.1% | 132,773 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce 0.0% | 132,595 | $1.8M |
| Avestar Capital, LLC | 0.17% | Reduce -22.0% | 130,816 | $1.8M |
| NewSquare Capital LLC | 0.14% | Reduce -2.0% | 129,782 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +0.3% | 127,681 | $1.7M |
| Congress Asset Management Co. | 0.01% | Reduce -0.7% | 127,490 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +166.7% | 127,295 | $1.7M |
| J2 Capital Management Inc | 1.59% | Add +37.4% | 127,137 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +542.3% | 124,184 | $1.7M |
| Econ Financial Services Corp | 0.90% | New | 123,823 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -30.4% | 120,515 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.16% | Add +14.9% | 117,861 | $1.6M |
| Turning Point Benefit Group, Inc. | 1.49% | New | 127,101 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Add +27.0% | 114,449 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +4.5% | 111,177 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 110,581 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.0% | 109,952 | $1.5M |
| LFA - Lugano Financial Advisors SA | 1.01% | Reduce -65.4% | 109,285 | $1.5M |
| New Republic Capital, LLC | 0.62% | Reduce -17.0% | 104,749 | $1.4M |
| McNamara Financial Services, Inc. | 0.30% | Add +87.2% | 101,335 | $1.4M |
| IFG Advisory, LLC | 0.08% | New | 100,696 | $1.4M |
| Citigroup Inc. | 0.00% | Add +1.2% | 99,517 | $1.4M |
| Innealta Capital, LLC | 0.71% | Reduce -6.6% | 95,930 | $1.3M |
| Palumbo Wealth Management LLC | 0.43% | No change | 94,126 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +342.1% | 93,653 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +12.4% | 93,423 | $1.3M |
| GenTrust, LLC | 0.06% | Reduce -0.5% | 92,373 | $1.3M |
| RFG Advisory, LLC | 0.03% | Add +48.3% | 92,340 | $1.3M |
| James Investment Research, Inc. | 0.16% | Reduce -2.7% | 92,334 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.19% | Reduce -27.9% | 92,317 | $1.3M |
| Continuum Advisory, LLC | 0.15% | Reduce -0.7% | 85,948 | $1.2M |
| FSC Wealth Advisors, LLC | 0.75% | Add +151.4% | 83,981 | $1.1M |
| Verity Asset Management, Inc. | 0.46% | Add +0.0% | 83,219 | $1.1M |
| Ascentis Wealth Management, LLC | 0.35% | New | 79,908 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | No change | 78,259 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.0% | 77,229 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.4% | 77,218 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +0.0% | 76,256 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -43.0% | 75,516 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -14.5% | 73,609 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +19.1% | 72,119 | $983K |
| Roble, Belko & Company, Inc | 0.16% | Add +3.0% | 72,005 | $981K |
| IFP Advisors, Inc | 0.03% | Add +607.3% | 71,656 | $977K |
| Maridea Wealth Management LLC | 0.31% | New | 69,445 | $947K |
| Guidance Capital, Inc. | 0.28% | Add +7.9% | 72,848 | $914K |
| Innova Wealth Partners | 0.55% | Reduce -58.8% | 65,573 | $894K |
| Modera Wealth Management, LLC | 0.01% | No change | 65,179 | $888K |
| Blair William & Co. | 0.00% | No change | 64,871 | $884K |
| Susquehanna International Group, LLP | 0.00% | New | 64,664 | $881K |
| Truist Financial Corp. | 0.00% | Reduce -28.1% | 64,581 | $880K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +12.2% | 64,406 | $878K |
| Upper Left Wealth Management, LLC | 0.62% | Reduce -3.0% | 63,417 | $864K |
| Kuhn & Co Investment Counsel | 0.72% | Add +16.9% | 62,805 | $856K |
| NewEdge Advisors, LLC | 0.00% | Add +159.5% | 59,626 | $813K |
| Atria Investments, Inc | 0.01% | Reduce -55.3% | 58,655 | $799K |
| Hilltop Holdings Inc. | 0.05% | Reduce -73.2% | 57,663 | $786K |
| Saxony Capital Management, LLC | 0.69% | Reduce -4.8% | 57,431 | $783K |
| Defined Wealth Management, LLC | 0.50% | Add +5.9% | 54,586 | $744K |
| Endeavor Private Wealth, Inc. | 0.39% | Add +1304175.0% | 52,171 | $711K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +56.3% | 52,015 | $709K |
| FreeGulliver LLC | 0.35% | Add +4.0% | 50,467 | $688K |
| SeaCrest Wealth Management, LLC | 0.07% | New | 48,292 | $658K |
| Townsquare Capital LLC | 0.01% | Add +5.1% | 47,844 | $652K |
| Canal Capital Management, LLC | 0.11% | Reduce -50.2% | 46,271 | $631K |
| Integrity Wealth Advisors, Inc. | 0.46% | Add +2.3% | 46,001 | $627K |
| Global View Capital Management LLC | 0.23% | Reduce -10.1% | 45,754 | $624K |
| Curran Financial Partners, LLC | 0.15% | Add +32.2% | 44,538 | $607K |
| Insight Advisors, LLC/ PA | 0.10% | Add +2.7% | 43,386 | $591K |
| Virtue Capital Management, LLC | 0.07% | Add +205.6% | 43,145 | $589K |
| Quadrature Capital Ltd | 0.01% | Reduce -51.1% | 42,974 | $586K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 42,410 | $571K |
| Symphony Financial, Ltd. Co. | 0.34% | New | 41,821 | $570K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -27.3% | 41,238 | $562K |
| Greenwood Capital Associates LLC | 0.08% | Add +83.3% | 41,157 | $561K |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 37,848 | $516K |
| Mercer Global Advisors Inc. | 0.00% | Add +106.5% | 34,878 | $475K |
| Focus Financial Network, Inc. | 0.02% | Reduce -5.9% | 34,601 | $472K |
| PFG Investments, LLC | 0.03% | Add +47.7% | 34,435 | $469K |
| Estate Counselors, LLC | 0.05% | Reduce -30.8% | 33,955 | $463K |
| W1M Asset Management Ltd | 0.04% | Add +14.8% | 33,867 | $462K |
| Prospera Financial Services Inc | 0.01% | Add +24.1% | 33,680 | $459K |
| ZEGA Investments, LLC | 0.13% | Add +4.4% | 33,041 | $450K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -19.0% | 32,785 | $447K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 32,525 | $443K |
| Captrust Financial Advisors | 0.00% | Reduce -2.2% | 32,092 | $437K |
| Evanson Asset Management, LLC | 0.03% | Reduce -18.2% | 31,573 | $430K |
| Continental Investors Services, Inc. | 0.85% | Add +0.7% | 30,671 | $426K |
| Betterment LLC | 0.00% | Add +7.0% | 31,182 | $425K |
| Endowment Wealth Management, Inc. | 0.27% | Add +10.4% | 30,817 | $420K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.7% | 30,223 | $412K |
| Private Trust Co. NA | 0.04% | Add +576.1% | 29,747 | $405K |
| Accurate Wealth Management, LLC | 0.08% | Add +7.8% | 31,918 | $405K |
| LaSalle St. Investment Advisors, LLC | 0.09% | New | 29,387 | $400K |
| Visionary Wealth Advisors | 0.02% | Reduce -81.2% | 27,994 | $382K |
| Regal Investment Advisors LLC | 0.03% | Reduce -21.2% | 27,553 | $376K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Add +7.2% | 26,312 | $359K |
| SlateStone Wealth, LLC | 0.03% | Add +13.3% | 25,000 | $341K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.8% | 23,893 | $326K |
| Advisory Services Network, LLC | 0.01% | Add +2.6% | 23,605 | $322K |
| Deutsche Bank AG | 0.00% | Reduce -42.9% | 23,575 | $321K |
| Western Wealth Management, LLC | 0.02% | Add +1.1% | 23,456 | $320K |
| Jmac Enterprises LLC | 0.07% | Reduce -6.2% | 23,118 | $315K |
| Barclays PLC | 0.00% | No change | 23,000 | $313K |
| DGS Capital Management, LLC | 0.08% | Reduce -14.8% | 22,592 | $308K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 22,476 | $306K |
| Wolff Wiese Magana LLC | 0.21% | Add +22706.1% | 22,350 | $305K |
| Narus Financial Partners, LLC | 0.10% | Add +6.2% | 22,210 | $303K |
| Prudential PLC | 0.00% | Add +6.3% | 21,800 | $297K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -96.1% | 22,451 | $292K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 20,967 | $286K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -23.3% | 20,047 | $273K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.9% | 19,367 | $264K |
| Benjamin Edwards Inc. | 0.00% | Reduce -50.6% | 19,223 | $262K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Reduce -54.0% | 19,026 | $259K |
| Avos Capital Management, LLC | 0.17% | New | 18,507 | $252K |
| Simplicity Wealth,LLC | 0.02% | New | 18,323 | $250K |
| Assetmark, Inc. | 0.00% | Reduce -91.1% | 18,142 | $247K |
| Keel Point, LLC | 0.02% | No change | 17,990 | $245K |
| Compound Planning, Inc. | 0.01% | Reduce -36.8% | 17,788 | $242K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.0% | 17,730 | $242K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -57.8% | 17,507 | $239K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | New | 17,373 | $237K |
| Cibc World Market Inc. | 0.00% | New | 17,111 | $233K |
| Fiduciary Trust Co | 0.00% | Add +0.1% | 16,951 | $231K |
| Corient Private Wealth LP | 0.00% | Add +13.3% | 16,841 | $230K |
| Integrated Advisors Network LLC | 0.01% | Add +0.0% | 16,528 | $225K |
| North Forty Two & Co. | 0.25% | Reduce -1.2% | 16,525 | $225K |
| Gradient Capital Advisors, LLC | 0.07% | Add +4.0% | 16,488 | $225K |
| BLB&B Advisors, LLC | 0.01% | Reduce -88.9% | 16,145 | $220K |
| Sard Wealth Management Group, LLC | 0.15% | No change | 16,065 | $219K |
| Portland Financial Advisors Inc | 0.55% | Reduce -6.2% | 15,890 | $217K |
| Smartleaf Asset Management LLC | 0.02% | Add +30.9% | 15,928 | $214K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 15,611 | $213K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -19.3% | 15,500 | $211K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 15,350 | $209K |
| Plan A Wealth LLC | 0.16% | Reduce -1.6% | 15,214 | $207K |
| D.A. Davidson & Co. | 0.00% | Add +7.1% | 15,078 | $206K |
| Vontobel Holding Ltd. | 0.00% | Add +0.6% | 15,067 | $205K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 14,982 | $204K |
| Global Assets Advisory, LLC | 0.04% | New | 15,810 | $203K |
| Graham Capital Wealth Management, LLC | 0.22% | Add +0.6% | 14,832 | $202K |
| Goepper Burkhardt LLC | 0.08% | New | 14,798 | $202K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 14,784 | $202K |
| IHT Wealth Management, LLC | 0.01% | Add +23.7% | 14,641 | $200K |
| C2C Wealth Management, LLC | 0.19% | No change | 14,634 | $199K |
| Brighton Jones LLC | 0.01% | New | 14,508 | $198K |
| Flynn Zito Capital Management, LLC | 0.09% | No change | 14,493 | $198K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -29.8% | 14,358 | $196K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.1% | 14,347 | $196K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 14,182 | $193K |
| TRUE Private Wealth Advisors | 0.02% | Add +19.0% | 14,018 | $191K |
| Farmers Trust Co. | 0.03% | New | 13,494 | $184K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.2% | 13,415 | $183K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -22.1% | 14,381 | $182K |
| VeraBank, N.A. | 0.05% | No change | 13,228 | $180K |
| Optivise Advisory Services LLC | 0.10% | Reduce -17.1% | 12,943 | $176K |
| Financial Advocates Investment Management | 0.01% | New | 12,866 | $175K |
| Defined Financial Planning LLC | 0.18% | New | 12,780 | $174K |
| Good Life Advisors, LLC | 0.01% | Reduce -4.0% | 12,761 | $174K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 12,755 | $174K |
| Belpointe Asset Management LLC | 0.01% | Reduce -84.1% | 12,690 | $173K |
| Ti-Trust, Inc. | 0.11% | No change | 12,572 | $171K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -4.1% | 12,556 | $171K |
| Duncan Williams Asset Management, LLC | 0.06% | Reduce -0.6% | 12,455 | $170K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.9% | 12,216 | $167K |
| Jane Street Group, LLC | 0.00% | Reduce -99.2% | 12,001 | $164K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 12,000 | $164K |
| Lunt Capital Management, Inc. | 0.06% | No change | 11,925 | $163K |
| Mutual Advisors, LLC | 0.00% | Reduce -10.3% | 12,540 | $161K |
| Trueblood Wealth Management, LLC | 0.07% | No change | 11,742 | $160K |
| Addison Capital Co | 0.06% | Reduce -17.7% | 11,589 | $158K |
| Prostatis Group LLC | 0.05% | New | 11,449 | $156K |
| Balyasny Asset Management L.P. | 0.00% | No change | 11,254 | $153K |
| Trustmark Bank Trust Department | 0.01% | Add +6.0% | 11,186 | $152K |
| Almanack Investment Partners, LLC. | 0.03% | New | 10,808 | $147K |
| Strategic Blueprint, LLC | 0.01% | Reduce -5.4% | 10,734 | $146K |
| Verus Capital Partners, LLC | 0.01% | New | 10,634 | $145K |
| International Private Wealth Advisors LLC | 0.14% | Reduce -52.8% | 10,346 | $141K |
| Ignite Planners, LLC | 0.03% | New | 11,202 | $140K |
| Sowell Financial Services LLC | 0.01% | New | 10,160 | $138K |
| Ethos Financial Group, LLC | 0.01% | No change | 10,528 | $137K |
| AE Wealth Management LLC | 0.00% | Reduce -75.1% | 9,563 | $130K |
| Reyes Financial Architecture, Inc. | 0.09% | Add +2158.8% | 9,103 | $124K |
| Blue Trust, Inc. | 0.00% | Add +1132.7% | 8,333 | $114K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 5,689 | $78K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -21.4% | 5,433 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1757.0% | 5,998 | $73K |
| Trust Co. of Vermont | 0.00% | Add +18.5% | 5,320 | $73K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +17.4% | 5,164 | $70K |
| Coston, McIsaac & Partners | 0.02% | No change | 4,949 | $67K |
| Innovative Advisory Group, LLC | 0.06% | No change | 4,720 | $64K |
| IFS Advisors, LLC | 0.05% | No change | 4,700 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.4% | 4,300 | $59K |
| Bokf, NA | 0.00% | No change | 4,280 | $58K |
| Transce3nd, LLC | 0.02% | Reduce -21.3% | 3,857 | $53K |
| Nvwm, LLC | 0.01% | Reduce -87.8% | 3,737 | $51K |
| ESL Trust Services, LLC | 0.01% | No change | 3,720 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.0% | 3,289 | $45K |
| Montag & Caldwell, LLC | 0.01% | No change | 3,256 | $44K |
| UMB Bank, n.a. | 0.00% | Reduce -92.2% | 2,985 | $41K |
| Avion Wealth | 0.01% | No change | 3,002 | $38K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 2,776 | $38K |
| Sandy Spring Bank | 0.00% | No change | 2,759 | $38K |
| Creekmur Asset Management LLC | 0.01% | Add +265700.0% | 2,658 | $36K |
| Salem Investment Counselors Inc. | 0.00% | Add +188.2% | 2,594 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Add +103.8% | 2,380 | $32K |
| Silver Oak Securities, Incorporated | 0.00% | New | 2,182 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 2,132 | $28K |
| City State Bank | 0.01% | No change | 1,946 | $27K |
| Advisors Preferred, LLC | 0.00% | New | 1,910 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,849 | $25K |
| City Holding Co. | 0.00% | No change | 1,700 | $23K |
| Keystone Global Partners, LLC | 0.02% | — | 1,580 | $22K |
| First Financial Corp. | 0.01% | No change | 1,573 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +4.9% | 1,487 | $20K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 1,447 | $20K |
| Truvestments Capital LLC | 0.00% | New | 1,418 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 1,350 | $18K |
| Rossby Financial, LCC | 0.01% | New | 1,417 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,219 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +16.9% | 1,204 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 1,263 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 1,201 | $16K |
| Consultiva Wealth Management, Corp. | 0.05% | New | 1,105 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +107.0% | 1,101 | $15K |
| Allworth Financial LP | 0.00% | Add +30.4% | 1,125 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -46.7% | 1,058 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,044 | $14K |
| Eastern Bank | 0.00% | No change | 1,000 | $14K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 966 | $13K |
| Northwest Capital Management Inc | 0.01% | No change | 964 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 934 | $13K |
| CX Institutional | 0.00% | New | 970 | $13K |
| GW&K Investment Management, LLC | 0.00% | New | 932 | $13K |
| GeoWealth Management, LLC | 0.00% | Reduce -92.3% | 944 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 928 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -69.8% | 897 | $12K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -0.1% | 957 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 851 | $12K |
| Investors Research Corp | 0.00% | No change | 791 | $11K |
| TD Capital Management LLC | 0.00% | No change | 767 | $10K |
| Wayfinding Financial, LLC | 0.00% | New | 768 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 715 | $10K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 698 | $10K |
| YANKCOM Partnership | 0.01% | No change | 685 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 633 | $9K |
| Pineridge Advisors LLC | 0.00% | No change | 631 | $9K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 611 | $8K |
| Hexagon Capital Partners LLC | 0.00% | No change | 584 | $8K |
| Synergy Investment Management, LLC | 0.00% | No change | 568 | $8K |
| Nova Wealth Management, Inc. | 0.01% | New | 529 | $7K |
| Key Financial Inc | 0.00% | No change | 523 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 502 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | Reduce -26.2% | 430 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -59.2% | 410 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 356 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 308 | $4K |
| Citizens National Bank Trust Department | 0.00% | New | 300 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 300 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -72.3% | 280 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 278 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 250 | $3K |
| Nemes Rush Group LLC | 0.00% | New | 237 | $3K |
| Resources Management Corp. /CT/ | 0.00% | No change | 224 | $3K |
| Park Square Financial Group, LLC | 0.00% | No change | 214 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -46.5% | 209 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 200 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 166 | $2K |
| Evermay Wealth Management LLC | 0.00% | Reduce -16.2% | 160 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 143 | $2K |
| Cheviot Value Management, LLC | 0.00% | New | 146 | $2K |
| Tidemark, LLC | 0.00% | New | 119 | $2K |
| Runnymede Capital Advisors, Inc. | 0.00% | New | 100 | $1K |
| IAG Wealth Partners, LLC | 0.00% | New | 90 | $1K |
| Kiker Wealth Management, LLC | 0.00% | New | 88 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -22.2% | 84 | $1K |
| Covestor Ltd | 0.00% | No change | 45 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 62 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +22.8% | 70 | $956 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 70 | $954 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 66 | $898 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 62 | $845 |
| Safe Harbor Fiduciary, LLC | 0.00% | Reduce -87.9% | 46 | $627 |
| West Paces Advisors Inc. | 0.00% | No change | 32 | $436 |
| Ridgewood Investments LLC | 0.00% | Reduce -95.0% | 30 | $409 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 25 | $341 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.9% | 13 | $177 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 10 | $136 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $89 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $7 |
"% of holder's portfolio" is PDBC's weight in each manager's 13F, not the share of Invesco Optimum Yield Divers the manager owns.