Invesco Optimum Yield DiversPDBCETF
13F holders, Q4 2025 (December 31)392holders +29
56new positions
43sold out
2famous investors
$13.26avg. 13F price*
At the end of Q4 2025, 392 institutions reported holding Invesco Optimum Yield Divers (PDBC) in their 13F filings, up 29 from Q3 2025. 56 opened new positions and 43 sold out. The largest holders were Wells Fargo & Company ($1.3B), Empower Advisory Group, LLC ($435.9M) and LPL Financial LLC ($401.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Invesco Optimum Yield Divers
- CUSIP
- 46090F100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $23.4M |
| Exits | 43 | $62.2M |
All 13F filers, Q3 2025 → Q4 2025: 20,694,553 shares bought and 14,491,616 shares sold, net +6,202,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 392 holders
| Wells Fargo & Company | 0.26% | Reduce -1.0% | 99,085,204 | $1.3B |
| Empower Advisory Group, LLC | 1.18% | Add +0.2% | 32,894,638 | $435.9M |
| LPL Financial LLC | 0.11% | Reduce -0.3% | 30,263,619 | $401.0M |
| FMR LLC | 0.01% | Add +159.6% | 19,990,615 | $264.9M |
| Morgan Stanley | 0.02% | Add +4.3% | 19,076,997 | $252.8M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +6.2% | 8,788,312 | $116.4M |
| SigFig Wealth Management, LLC | 3.02% | Add +2.5% | 7,636,200 | $101.2M |
| State Street Corp. | 0.00% | Reduce -34.0% | 6,240,462 | $82.7M |
| Bank of America Corp. | 0.00% | Reduce -13.8% | 4,715,538 | $62.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.8% | 4,091,886 | $54.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.5% | 3,148,011 | $41.7M |
| Briaud Financial Planning Inc | 9.04% | Add +2.2% | 2,769,288 | $36.7M |
| GM Advisory Group, LLC | 1.22% | Add +3.9% | 2,344,558 | $31.1M |
| HighTower Advisors, LLC | 0.03% | Add +1.3% | 2,326,173 | $30.8M |
| SCS Capital Management LLC | 0.30% | Add +8.9% | 2,111,753 | $28.0M |
| Park Avenue Securities LLC | 0.21% | Reduce -0.1% | 1,879,538 | $24.9M |
| Cwm, LLC | 0.06% | Add +5.5% | 1,562,307 | $20.7M |
| Marion Wealth Management | 3.58% | Add +4.9% | 1,122,132 | $16.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +10.1% | 1,168,793 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.4% | 1,075,548 | $14.3M |
| Exencial Wealth Advisors, LLC | 0.44% | Add +4.3% | 1,037,621 | $13.7M |
| New York Life Investment Management LLC | 0.11% | Reduce -8.0% | 975,667 | $12.9M |
| Johnson Financial Group, LLC | 0.79% | Add +45.4% | 966,809 | $12.8M |
| Beacon Capital Management, Inc. | 0.68% | Reduce -19.2% | 958,797 | $12.7M |
| MAI Capital Management | 0.07% | Add +3.6% | 872,048 | $11.6M |
| Janney Capital Management LLC | 0.66% | Reduce -3.7% | 795,876 | $10.5M |
| Integrated Capital Management, Inc. | 6.79% | Add +4.4% | 771,004 | $10.2M |
| UBS Group AG | 0.00% | Reduce -7.8% | 740,859 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -45.5% | 712,369 | $9.4M |
| HSBC Holdings PLC | 0.01% | No change | 661,000 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.7% | 655,787 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 644,810 | $8.5M |
| Arkadios Wealth Advisors | 0.17% | Add +8.2% | 628,652 | $8.3M |
| Jane Street Group, LLC | 0.01% | Add +4966.9% | 618,211 | $8.2M |
| MML Investors Services, LLC | 0.02% | Add +15.2% | 591,495 | $7.8M |
| Brookstone Capital Management | 0.09% | Add +9.2% | 576,532 | $7.6M |
| Bedell Frazier Investment Counselling, LLC | 1.47% | Reduce -6.5% | 573,902 | $7.6M |
| Lockheed Martin Investment Management Co. | 0.24% | Reduce -15.4% | 550,000 | $7.3M |
| GTS Securities LLC | 0.24% | Add +2768.6% | 541,305 | $7.2M |
| Northeast Financial Group, Inc. | 1.77% | Add +6.5% | 533,014 | $7.1M |
| Ameritas Advisory Services, LLC | 0.26% | Add +39628.3% | 528,783 | $7.0M |
| Patton Fund Management, Inc. | 0.93% | Add +4.7% | 525,316 | $7.0M |
| Lido Advisors, LLC | 0.03% | Add +1.9% | 497,622 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.7% | 487,373 | $6.5M |
| Impact Partnership Wealth, LLC | 0.81% | Add +13.5% | 478,361 | $6.3M |
| Aspect Partners, LLC | 2.70% | Reduce -7.6% | 465,005 | $6.2M |
| ALM First Financial Advisors, LLC | 1.21% | No change | 462,463 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +2.3% | 459,447 | $6.1M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 453,542 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +153.2% | 450,951 | $6.0M |
| Cim, LLC | 0.73% | Add +3.8% | 419,857 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 418,950 | $5.6M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +13.6% | 406,510 | $5.4M |
| Equitable Holdings, Inc. | 0.04% | Add +1.9% | 391,133 | $5.2M |
| Echo45 Advisors LLC | 2.95% | Reduce -51.7% | 390,185 | $5.2M |
| &partners | 0.03% | Reduce -16.1% | 379,572 | $5.0M |
| Tidal Investments LLC | 0.02% | Reduce -47.1% | 376,512 | $5.0M |
| Quent Capital, LLC | 0.35% | Add +0.3% | 364,648 | $4.8M |
| Plan Group Financial, LLC | 1.20% | Add +6.0% | 349,628 | $4.6M |
| Citigroup Inc. | 0.00% | Add +1.0% | 337,300 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +54.2% | 322,315 | $4.3M |
| Symphony Financial, Ltd. Co. | 0.57% | Add +5.1% | 316,261 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +7.0% | 309,704 | $4.1M |
| LCW Services, LLC | 2.09% | — | 296,667 | $3.9M |
| Oarsman Capital, Inc. | 0.50% | Add +2.8% | 290,266 | $3.8M |
| Advyzon Investment Management, LLC | 0.43% | Add +149.9% | 282,048 | $3.7M |
| New England Capital Financial Advisors LLC | 1.38% | Add +5.6% | 265,886 | $3.5M |
| M Wealth Management, LLC | 2.97% | Add +1.8% | 257,762 | $3.4M |
| Comerica Bank | 0.01% | Reduce -5.6% | 255,190 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +40.0% | 247,909 | $3.3M |
| Hancock Whitney Corp. | 0.06% | Add +16.4% | 244,896 | $3.2M |
| Gladwyn Financial Advisors, Inc. | 2.25% | Add +8.7% | 241,652 | $3.2M |
| Bison Wealth, LLC | 0.34% | New | 176,045 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.2% | 228,564 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.9% | 215,988 | $2.9M |
| Lifeworks Advisors, LLC | 0.35% | Reduce -2.8% | 204,698 | $2.7M |
| CoreCap Advisors, LLC | 0.09% | Reduce -28.0% | 197,363 | $2.6M |
| Renaissance Technologies | 0.00% | New | 193,858 | $2.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.8% | 191,318 | $2.5M |
| Theory Financial LLC | 0.81% | New | 166,475 | $2.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -2.7% | 180,084 | $2.4M |
| Randall & Associates Wealth Management | 1.65% | Add +0.2% | 179,500 | $2.4M |
| Principia Wealth Advisory, LLC | 1.47% | Add +413.3% | 176,839 | $2.3M |
| Creative Planning | 0.00% | Reduce -7.3% | 167,292 | $2.2M |
| Parr McKnight Wealth Management Group, LLC | 0.29% | Reduce -2.3% | 164,352 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.11% | Reduce -24.5% | 162,668 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +6.5% | 162,249 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +111.4% | 160,985 | $2.1M |
| Avestar Capital, LLC | 0.14% | Reduce -36.1% | 157,572 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +11.2% | 154,836 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.20% | Reduce -7.5% | 153,310 | $2.0M |
| Innova Wealth Partners | 1.02% | Add +198.7% | 152,995 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -33.9% | 152,611 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce 0.0% | 148,506 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -3.3% | 147,262 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +1.9% | 141,773 | $1.9M |
| NewSquare Capital LLC | 0.16% | Reduce -9.0% | 136,568 | $1.8M |
| Maridea Wealth Management LLC | 0.27% | Add +47.2% | 136,374 | $1.8M |
| IFG Advisory, LLC | 0.08% | Add +14.8% | 131,713 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.2% | 125,766 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -27.1% | 119,672 | $1.6M |
| McNamara Financial Services, Inc. | 0.29% | Add +1.2% | 114,613 | $1.5M |
| Smartleaf Asset Management LLC | 0.06% | Add +82.3% | 108,718 | $1.5M |
| Anson Capital, Inc. | 1.06% | Reduce -6.1% | 110,080 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -5.9% | 107,817 | $1.4M |
| Congress Asset Management Co. | 0.01% | Reduce -8.5% | 107,163 | $1.4M |
| Private Wealth Asset Management, LLC | 0.15% | Reduce -21.0% | 106,306 | $1.4M |
| Alhambra Investment Management LLC | 0.65% | Reduce -33.8% | 105,707 | $1.4M |
| Nest Investments, LLC | 1.16% | — | 104,550 | $1.4M |
| Genesis Private Wealth, LLC | 0.42% | New | 102,072 | $1.4M |
| Cibc World Market Inc. | 0.00% | New | 101,730 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Reduce -3.1% | 101,327 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +107.0% | 100,466 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +43.8% | 100,168 | $1.3M |
| Ascentis Wealth Management, LLC | 0.32% | Add +3.8% | 94,322 | $1.2M |
| Alongside, LLC | 0.41% | — | 93,576 | $1.2M |
| Verity Asset Management, Inc. | 0.51% | Add +5.4% | 90,461 | $1.2M |
| Continuum Advisory, LLC | 0.12% | Add +2.1% | 90,275 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -16.7% | 88,810 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +205.7% | 87,650 | $1.2M |
| Palumbo Wealth Management LLC | 0.28% | Reduce -3.5% | 86,451 | $1.1M |
| New Republic Capital, LLC | 0.30% | Reduce -18.0% | 85,933 | $1.1M |
| Kuhn & Co Investment Counsel | 0.74% | Add +7.8% | 84,304 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -18.1% | 83,744 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -42.0% | 82,712 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -13.6% | 82,659 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +5.4% | 82,116 | $1.1M |
| Guidance Capital, Inc. | 0.26% | Add +9.4% | 74,989 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Reduce -4.5% | 74,870 | $992K |
| Turning Point Benefit Group, Inc. | 0.51% | Reduce -7.5% | 74,087 | $982K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -0.2% | 71,812 | $964K |
| Atria Investments, Inc | 0.01% | Reduce -7.0% | 71,625 | $949K |
| James Investment Research, Inc. | 0.10% | Reduce -20.7% | 70,942 | $940K |
| Assetmark, Inc. | 0.00% | Add +34.1% | 70,814 | $938K |
| Magnus Financial Group LLC | 0.07% | Add +1.6% | 70,576 | $935K |
| BNP Paribas Financial Markets | 0.00% | Reduce -87.1% | 70,450 | $933K |
| Nwam LLC | 0.05% | Add +11.5% | 60,482 | $872K |
| Regal Investment Advisors LLC | 0.05% | Add +38.0% | 65,239 | $864K |
| SlateStone Wealth, LLC | 0.07% | Add +62.5% | 65,000 | $861K |
| Strive Financial Group ,LLC | 0.45% | — | 64,520 | $855K |
| Canal Capital Management, LLC | 0.12% | Add +104.8% | 64,492 | $855K |
| Blair William & Co. | 0.00% | Add +0.7% | 63,864 | $846K |
| Modera Wealth Management, LLC | 0.01% | No change | 63,710 | $844K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -6.2% | 62,351 | $826K |
| Curran Financial Partners, LLC | 0.16% | Add +15.7% | 62,083 | $823K |
| J2 Capital Management Inc | 0.59% | Add +6.2% | 61,257 | $812K |
| Centaurus Financial, Inc. | 0.04% | Add +22.3% | 61,199 | $811K |
| Simplicity Wealth,LLC | 0.05% | Add +38.0% | 60,789 | $805K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.42% | — | 60,321 | $799K |
| Defined Wealth Management, LLC | 0.44% | Reduce -0.2% | 56,992 | $755K |
| West Michigan Advisors, LLC | 0.17% | Add +158.1% | 56,647 | $751K |
| Flow Traders U.S. LLC | 0.02% | New | 55,289 | $733K |
| Roble, Belko & Company, Inc | 0.09% | Reduce -1.7% | 54,158 | $718K |
| FSA Investment Group, LLC | 0.42% | Add +1.0% | 52,005 | $689K |
| FreeGulliver LLC | 0.30% | Reduce -4.8% | 51,230 | $679K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -13.2% | 49,595 | $656K |
| Vident Advisory, LLC | 0.01% | Reduce -35.3% | 48,720 | $646K |
| Zinnia Wealth Advisory, LLC | 0.68% | — | 47,623 | $631K |
| Ethos Financial Group, LLC | 0.05% | Add +27.5% | 46,771 | $620K |
| Itau Unibanco Holding S.A. | 0.01% | Add +105.1% | 45,597 | $604K |
| LFA - Lugano Financial Advisors SA | 0.31% | No change | 45,565 | $604K |
| Insight Advisors, LLC/ PA | 0.09% | Add +3.0% | 44,875 | $595K |
| Compass Capital Corp. /Ma/ | 0.23% | New | 40,963 | $587K |
| Integrity Wealth Advisors, Inc. | 0.39% | Reduce -8.4% | 38,437 | $558K |
| Upper Left Wealth Management, LLC | 0.34% | Reduce -2.0% | 41,708 | $553K |
| NewEdge Wealth, LLC | 0.01% | Add +3.6% | 41,431 | $549K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -41.2% | 41,411 | $549K |
| Wesbanco Bank Inc. | 0.01% | Add +62.5% | 41,162 | $545K |
| Rede Wealth, LLC | 0.18% | New | 39,886 | $528K |
| Global View Capital Management LLC | 0.10% | Reduce -2.0% | 39,800 | $527K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 39,076 | $518K |
| Endeavor Private Wealth, Inc. | 0.15% | Reduce -40.1% | 38,884 | $515K |
| Cordoba Advisory Partners LLC | 0.13% | — | 38,164 | $506K |
| Continental Investors Services, Inc. | 0.65% | Add +0.6% | 34,387 | $505K |
| Accurate Wealth Management, LLC | 0.06% | Add +8.3% | 36,304 | $492K |
| RFG Advisory, LLC | 0.01% | Add +4.3% | 36,713 | $486K |
| Faithward Advisors, LLC | 0.07% | Reduce -15.8% | 36,702 | $486K |
| Geneos Wealth Management Inc. | 0.01% | Add +18.5% | 36,622 | $485K |
| Dunhill Financial, LLC | 0.15% | Add +5636.8% | 36,314 | $481K |
| Deutsche Bank AG | 0.00% | No change | 35,075 | $465K |
| Fortis Group Advisors, LLC | 0.08% | New | 31,683 | $460K |
| Keybank National Association | 0.00% | Reduce -82.0% | 34,430 | $456K |
| Private Trust Co. NA | 0.04% | Add +18.6% | 34,134 | $452K |
| Endowment Wealth Management, Inc. | 0.21% | Add +9.3% | 33,929 | $450K |
| US Bancorp \de | 0.00% | Reduce -39.5% | 33,407 | $443K |
| EP Wealth Advisors, LLC | 0.00% | — | 32,822 | $435K |
| Evanson Asset Management, LLC | 0.02% | Add +3.2% | 32,595 | $432K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.39% | Add +23.2% | 32,573 | $432K |
| Invesco Ltd. | 0.00% | Reduce -7.5% | 32,411 | $429K |
| Baker Avenue Asset Management, LP | 0.01% | Add +8.7% | 32,046 | $425K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 32,000 | $424K |
| Avos Capital Management, LLC | 0.18% | Add +14.3% | 31,782 | $421K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.7% | 31,442 | $417K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Add +11.1% | 31,339 | $415K |
| IFP Advisors, Inc | 0.01% | Reduce -48.9% | 30,978 | $410K |
| Narus Financial Partners, LLC | 0.11% | Add +2.4% | 30,213 | $400K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.4% | 29,809 | $395K |
| GeoWealth Management, LLC | 0.01% | Add +71.4% | 29,267 | $388K |
| Susquehanna International Group, LLP | 0.00% | New | 28,923 | $383K |
| Estate Counselors, LLC | 0.03% | Reduce -12.3% | 28,920 | $383K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.1% | 28,921 | $383K |
| Kintra Wealth, LLC | 0.05% | Reduce -4.1% | 28,749 | $381K |
| Vontobel Holding Ltd. | 0.00% | Add +20.1% | 28,084 | $372K |
| Mutual Advisors, LLC | 0.01% | Add +142.8% | 27,499 | $364K |
| Captrust Financial Advisors | 0.00% | Add +1.7% | 26,677 | $353K |
| Vise Technologies, Inc. | 0.01% | Add +89.5% | 26,676 | $353K |
| Corient Private Wealth LP | 0.00% | Add +1.3% | 25,898 | $343K |
| Focus Financial Network, Inc. | 0.01% | Reduce -24.2% | 24,876 | $330K |
| Virtue Capital Management, LLC | 0.05% | New | 24,420 | $324K |
| Farmers Trust Co. | 0.05% | Add +24.7% | 23,954 | $317K |
| Kiker Wealth Management, LLC | 10.46% | Reduce -97.5% | 23,805 | $315K |
| Tudor Investment Corporation | 0.00% | New | 23,784 | $315K |
| DGS Capital Management, LLC | 0.05% | Reduce -0.4% | 23,641 | $313K |
| Mercer Global Advisors Inc. | 0.00% | Add +51.4% | 23,041 | $305K |
| Prostatis Group LLC | 0.07% | Add +6.3% | 22,830 | $302K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 22,476 | $298K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.5% | 22,417 | $297K |
| Visionary Wealth Advisors | 0.01% | New | 22,191 | $294K |
| HighPoint Advisor Group LLC | 0.01% | New | 21,965 | $291K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.0% | 20,791 | $275K |
| Richmond Investment Services, LLC | 0.05% | Add +37.1% | 20,401 | $270K |
| Truist Financial Corp. | 0.00% | Add +19.6% | 19,754 | $262K |
| North Forty Two & Co. | 0.25% | Add +14.6% | 19,625 | $260K |
| Quantify Chaos Advisors, LLC | 0.77% | — | 19,287 | $256K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.1% | 18,939 | $251K |
| Warren Street Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 18,858 | $250K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -88.3% | 18,770 | $249K |
| Ameriprise Financial Inc. | 0.00% | Add +17.7% | 18,488 | $245K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 18,483 | $245K |
| Petros Family Wealth, LLC | 0.16% | New | 18,400 | $244K |
| Keel Point, LLC | 0.01% | Add +0.0% | 17,992 | $238K |
| XTX Topco Ltd | 0.01% | New | 17,428 | $231K |
| PFG Investments, LLC | 0.01% | Reduce -2.6% | 17,346 | $230K |
| World Investment Advisors | 0.00% | Add +30.1% | 17,097 | $227K |
| W1M Asset Management Ltd | 0.00% | No change | 16,810 | $223K |
| Sageworth Trust Co | 0.01% | No change | 16,285 | $216K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.9% | 16,163 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +5.2% | 16,070 | $213K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | New | 16,052 | $213K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -9.1% | 15,491 | $205K |
| Natixis Advisors, LLC | 0.00% | New | 15,164 | $201K |
| B & T Capital Management DBA Alpha Capital Management | 0.03% | Reduce -6.2% | 15,115 | $200K |
| Steel Grove Capital Advisors, LLC | 0.02% | Reduce -75.9% | 15,105 | $200K |
| Cary Street Partners Financial LLC | 0.00% | Add +16.7% | 14,974 | $198K |
| Western Wealth Management, LLC | 0.01% | Add +0.6% | 14,964 | $198K |
| Pacific Excel Wealth Advisors, Inc. | 0.37% | — | 13,892 | $197K |
| Smith Partners Wealth Management, LLC | 0.18% | — | 14,729 | $195K |
| IHT Wealth Management, LLC | 0.00% | Reduce -12.8% | 14,613 | $194K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 14,516 | $192K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.9% | 13,997 | $185K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +0.3% | 13,499 | $179K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 13,305 | $176K |
| Graham Capital Wealth Management, LLC | 0.16% | Reduce -9.0% | 13,270 | $176K |
| Wallace Hart LLC | 0.13% | New | 13,263 | $176K |
| Pacific Park Financial, Inc. | 0.11% | — | 13,075 | $173K |
| Edgestream Partners, L.P. | 0.00% | New | 12,976 | $172K |
| Wedbush Securities Inc. | 0.00% | Add +4.3% | 12,724 | $169K |
| Verus Capital Partners, LLC | 0.01% | Add +12.3% | 12,741 | $169K |
| Old Mission Capital LLC | 0.01% | New | 12,600 | $167K |
| Ti-Trust, Inc. | 0.10% | No change | 12,572 | $167K |
| Ignite Planners, LLC | 0.02% | Reduce -1.9% | 11,161 | $162K |
| Compound Planning, Inc. | 0.00% | Add +16.0% | 12,196 | $162K |
| Trueblood Wealth Management, LLC | 0.06% | Add +3.8% | 12,188 | $161K |
| Matauro, LLC | 0.02% | Reduce -7.3% | 12,093 | $160K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.0% | 12,013 | $159K |
| Integrated Advisors Network LLC | 0.01% | Reduce -5.8% | 11,839 | $157K |
| Merit Financial Group, LLC | 0.00% | New | 11,795 | $156K |
| M1 Capital Management LLC | 0.06% | Add +9.2% | 11,634 | $154K |
| Portland Financial Advisors Inc | 0.33% | Reduce -1.1% | 11,625 | $154K |
| Lunt Capital Management, Inc. | 0.06% | Add +0.7% | 11,517 | $153K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 11,245 | $149K |
| BCS Private Wealth Management, Inc. | 0.05% | New | 11,215 | $149K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -5.9% | 10,996 | $148K |
| Worth Financial Advisory Group, LLC | 0.07% | New | 10,986 | $146K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +3.4% | 10,708 | $142K |
| Coastal Bridge Advisors, LLC | 0.01% | No change | 10,695 | $142K |
| Almanack Investment Partners, LLC. | 0.02% | Add +4.5% | 10,565 | $140K |
| Callan Family Office, LLC | 0.00% | New | 10,400 | $138K |
| Strategic Blueprint, LLC | 0.01% | New | 10,363 | $137K |
| FSC Wealth Advisors, LLC | 0.22% | Reduce -92.9% | 10,265 | $136K |
| Integrity Investment Advisors, LLC | 0.07% | New | 10,165 | $135K |
| Wealth Watch Advisors, INC | 0.04% | Add +16.2% | 8,162 | $108K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.2% | 7,336 | $97K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -52.8% | 6,654 | $88K |
| Blue Trust, Inc. | 0.00% | Add +2.6% | 6,441 | $85K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.2% | 6,204 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.4% | 6,137 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.4% | 6,004 | $80K |
| Reyes Financial Architecture, Inc. | 0.04% | Add +7.9% | 5,438 | $72K |
| Paladin Partners, LLC | 0.05% | — | 5,251 | $70K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.1% | 5,244 | $69K |
| Trust Co. of Vermont | 0.00% | No change | 5,060 | $67K |
| Coston, McIsaac & Partners | 0.02% | No change | 4,949 | $65K |
| Bessemer Group Inc. | 0.00% | New | 4,806 | $64K |
| IFS Advisors, LLC | 0.03% | No change | 4,700 | $62K |
| Nvwm, LLC | 0.01% | No change | 3,737 | $50K |
| Investors Research Corp | 0.01% | No change | 3,541 | $47K |
| CENTRAL TRUST Co | 0.00% | No change | 3,200 | $42K |
| Root Financial Partners, LLC | 0.00% | Reduce -43.1% | 2,923 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.5% | 2,773 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.1% | 2,575 | $34K |
| International Assets Investment Management, LLC | 0.00% | New | 2,543 | $34K |
| Tucker Asset Management LLC | 0.01% | New | 2,362 | $31K |
| ORG Partners LLC | 0.01% | Reduce -11.6% | 2,273 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 2,270 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.6% | 2,165 | $28K |
| Rossby Financial, LCC | 0.01% | Add +22.3% | 2,046 | $27K |
| Pacifica Partners Inc. | 0.01% | New | 1,987 | $26K |
| City State Bank | 0.01% | No change | 1,946 | $26K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 1,880 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.8% | 1,850 | $25K |
| United Community Bank | 0.01% | Reduce -61.8% | 1,848 | $24K |
| Avion Wealth | 0.01% | Add +0.4% | 1,816 | $24K |
| Intesa Sanpaolo Wealth Management | 0.00% | — | 1,800 | $24K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +3.8% | 1,746 | $23K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -94.1% | 1,449 | $19K |
| Arax Advisory Partners | 0.00% | Add +86.2% | 1,354 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 1,350 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +4.9% | 1,307 | $17K |
| Thompson Investment Management, Inc. | 0.00% | No change | 1,236 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 1,165 | $15K |
| Optima Capital LLC | 0.01% | New | 1,138 | $15K |
| Capital Analysts, LLC | 0.00% | Add +21.9% | 1,139 | $15K |
| Allworth Financial LP | 0.00% | Reduce -34.4% | 1,126 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,044 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +132.7% | 1,019 | $14K |
| Eastern Bank | 0.00% | No change | 1,000 | $13K |
| CX Institutional | 0.00% | Add +3.8% | 1,007 | $13K |
| Evolution Wealth Management Inc. | 0.01% | New | 935 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -32.0% | 931 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 787 | $10K |
| First Command Advisory Services, Inc. | 0.00% | New | 777 | $10K |
| Asset Dedication, LLC | 0.00% | Reduce -9.4% | 771 | $10K |
| EFG International AG | 0.00% | — | 730 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 715 | $9K |
| Ameliora Wealth Management Ltd. | 0.00% | No change | 698 | $9K |
| Key Capital Management, INC | 0.01% | — | 645 | $9K |
| Key Financial Inc | 0.00% | Reduce -1.3% | 606 | $8K |
| Center for Financial Planning, Inc. | 0.00% | New | 590 | $8K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 501 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 474 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 438 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 410 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -8.7% | 356 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 350 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 335 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 332 | $4K |
| Meramec Financial Planners, LLC | 0.00% | — | 304 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 308 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 300 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 293 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -84.5% | 249 | $3K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 213 | $3K |
| Resources Management Corp. /CT/ | 0.00% | No change | 224 | $3K |
| TD Capital Management LLC | 0.00% | No change | 224 | $3K |
| Palouse Capital Management, Inc. | 0.00% | New | 222 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 209 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 200 | $3K |
| Chesapeake Asset Management LLC | 0.00% | Add +9.6% | 182 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 181 | $2K |
| Group One Trading LLC | 0.00% | New | 172 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -66.5% | 164 | $2K |
| Cheviot Value Management, LLC | 0.00% | No change | 146 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 160 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 139 | $2K |
| SHP Wealth Management | 0.00% | — | 148 | $2K |
| Innovative Advisory Group, LLC | 0.00% | Reduce -96.7% | 140 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 122 | $2K |
| Hilltop National Bank | 0.00% | No change | 112 | $1K |
| Alerus Financial NA | 0.00% | New | 103 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 88 | $1K |
| GoalVest Advisory LLC | 0.00% | New | 80 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 79 | $1K |
| Fairscale Capital, LLC | 0.00% | New | 76 | $1K |
| Covestor Ltd | 0.00% | No change | 45 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 62 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 68 | $901 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 66 | $874 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 53 | $702 |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $659 |
| Essential Partners LLC | 0.00% | New | 42 | $557 |
| YANKCOM Partnership | 0.00% | Reduce -94.9% | 35 | $464 |
| Ankerstar Wealth, LLC | 0.00% | — | 34 | $451 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 25 | $332 |
| Triumph Capital Management | 0.00% | New | 21 | $278 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $172 |
| Kingdom Financial Group LLC. | 0.00% | New | 12 | $159 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 10 | $133 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $90 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $66 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $12 |
| Russell Investments Group, Ltd. | 0.00% | No change | 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.