Invesco Optimum Yield DiversPDBCETF
13F holders, Q1 2026 (March 31)449holders +57
97new positions
38sold out
1famous investor
$17.32avg. 13F price*
At the end of Q1 2026, 449 institutions reported holding Invesco Optimum Yield Divers (PDBC) in their 13F filings, up 57 from Q4 2025. 97 opened new positions and 38 sold out. The largest holders were Wells Fargo & Company ($1.8B), Empower Advisory Group, LLC ($597.6M) and LPL Financial LLC ($532.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Optimum Yield Divers
- CUSIP
- 46090F100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $323.7M |
| Exits | 38 | $284.3M |
All 13F filers, Q4 2025 → Q1 2026: 44,505,620 shares bought and 29,611,058 shares sold, net +14,894,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| Wells Fargo & Company | 0.35% | Add +2.7% | 101,757,943 | $1.8B |
| Empower Advisory Group, LLC | 1.55% | Add +4.9% | 34,501,583 | $597.6M |
| LPL Financial LLC | 0.14% | Add +1.6% | 30,761,921 | $532.8M |
| Morgan Stanley | 0.02% | Add +9.5% | 20,883,049 | $361.7M |
| State Street Corp. | 0.01% | Add +43.2% | 8,937,847 | $154.8M |
| SigFig Wealth Management, LLC | 3.40% | Reduce -12.2% | 6,701,694 | $116.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 5,502,629 | $95.3M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -37.9% | 5,458,835 | $94.5M |
| Bank of America Corp. | 0.01% | Add +3.9% | 4,899,404 | $84.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.9% | 3,931,949 | $68.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +753.2% | 3,574,466 | $61.9M |
| Briaud Financial Planning Inc | 12.75% | Add +1.4% | 2,807,161 | $48.6M |
| 3EDGE Asset Management, LP | 2.31% | New | 2,757,165 | $47.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -14.6% | 2,688,512 | $46.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +107.9% | 2,430,144 | $42.6M |
| GM Advisory Group, LLC | 1.59% | Add +1.7% | 2,385,149 | $41.3M |
| SCS Capital Management LLC | 0.39% | Add +1.8% | 2,150,175 | $37.2M |
| Tidal Investments LLC | 0.11% | Add +461.3% | 2,113,512 | $36.6M |
| Park Avenue Securities LLC | 0.25% | Reduce -0.5% | 1,869,504 | $32.4M |
| Cwm, LLC | 0.08% | Add +14.8% | 1,793,833 | $31.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -25.8% | 1,727,139 | $29.9M |
| UBS Group AG | 0.01% | Add +131.6% | 1,715,906 | $29.7M |
| Potomac Fund Management Inc. | 1.01% | New | 1,682,529 | $29.1M |
| Marion Wealth Management | 4.27% | Reduce -1.1% | 1,109,809 | $19.2M |
| Exencial Wealth Advisors, LLC | 0.56% | Reduce -0.3% | 1,034,133 | $17.9M |
| HSBC Holdings PLC | 0.01% | Add +54.5% | 1,021,000 | $17.7M |
| Avalon Capital Management | 4.85% | New | 992,122 | $17.2M |
| AE Wealth Management LLC | 0.09% | New | 982,521 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.2% | 965,762 | $16.7M |
| Johnson Financial Group, LLC | 1.09% | Reduce -1.9% | 948,117 | $16.4M |
| Quadrature Capital Ltd | 0.20% | New | 947,179 | $16.4M |
| Kiker Wealth Management, LLC | 7.74% | Add +3829.9% | 935,518 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +42.6% | 935,035 | $16.2M |
| New York Life Investment Management LLC | 0.13% | Reduce -11.0% | 868,553 | $15.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +5827.4% | 829,660 | $14.4M |
| Beacon Capital Management, Inc. | 0.76% | Reduce -18.2% | 784,552 | $13.6M |
| Arkadios Wealth Advisors | 0.22% | Add +23.9% | 779,151 | $13.5M |
| Integrated Capital Management, Inc. | 8.55% | Reduce -3.7% | 742,616 | $12.9M |
| MAI Capital Management | 0.07% | Reduce -15.4% | 737,565 | $12.8M |
| Osaic Holdings, Inc. | 0.02% | Add +2.8% | 732,390 | $12.7M |
| Raymond James Financial Inc. | 0.00% | Add +50.0% | 730,824 | $12.7M |
| Advisortrust Partners, LLC | 5.18% | New | 718,719 | $12.4M |
| Aspect Partners, LLC | 4.90% | Add +48.8% | 691,959 | $12.0M |
| MML Investors Services, LLC | 0.03% | Add +12.7% | 666,552 | $11.5M |
| Cetera Investment Advisers | 0.01% | Add +46.3% | 663,382 | $11.5M |
| Brookstone Capital Management | 0.12% | Add +4.7% | 603,315 | $10.4M |
| Bedell Frazier Investment Counselling, LLC | 2.05% | Add +2.1% | 586,036 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +151.7% | 575,181 | $10.0M |
| Mariner, LLC | 0.01% | Add +285.1% | 567,149 | $9.8M |
| Lockheed Martin Investment Management Co. | 0.35% | No change | 550,000 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +68.3% | 542,504 | $9.5M |
| Plan Group Financial, LLC | 2.20% | Add +54.8% | 541,379 | $9.4M |
| ALM First Financial Advisors, LLC | 1.66% | Add +15.7% | 535,140 | $9.3M |
| Choreo, LLC | 0.11% | New | 514,233 | $8.9M |
| Northeast Financial Group, Inc. | 2.36% | Reduce -3.8% | 512,673 | $8.9M |
| Patton Fund Management, Inc. | 1.51% | Reduce -2.5% | 512,096 | $8.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.8% | 510,448 | $8.8M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +23.7% | 502,865 | $8.7M |
| Ameritas Advisory Services, LLC | 0.34% | Reduce -5.7% | 498,704 | $8.6M |
| Impact Partnership Wealth, LLC | 0.99% | Reduce -3.0% | 464,202 | $8.0M |
| Fortis Group Advisors, LLC | 1.29% | Add +1226.5% | 420,265 | $7.8M |
| Cim, LLC | 1.04% | Reduce -0.9% | 416,032 | $7.2M |
| Rwa Wealth Partners, LLC | 0.08% | New | 414,180 | $7.2M |
| Atria Investments, Inc | 0.08% | Add +448.2% | 392,651 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -16.9% | 381,651 | $6.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +97.8% | 378,523 | $6.6M |
| Echo45 Advisors LLC | 3.62% | Reduce -4.8% | 371,340 | $6.4M |
| Advyzon Investment Management, LLC | 0.57% | Add +31.2% | 369,948 | $6.4M |
| &partners | 0.03% | Reduce -2.8% | 369,059 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 365,215 | $6.4M |
| Quent Capital, LLC | 0.44% | Reduce -1.6% | 358,890 | $6.2M |
| Cibc World Market Inc. | 0.01% | Add +250.5% | 356,526 | $6.2M |
| Citigroup Inc. | 0.00% | Add +5.5% | 356,035 | $6.2M |
| Legacy Wealth Partners, LLC | 1.53% | New | 353,500 | $6.1M |
| Avestar Capital, LLC | 0.41% | Add +120.8% | 347,839 | $6.0M |
| Perissos Private Wealth Management, LLC | 5.21% | New | 346,443 | $6.0M |
| LCW Services, LLC | 2.89% | Add +13.2% | 335,732 | $5.8M |
| Symphony Financial, Ltd. Co. | 0.76% | Add +4.2% | 329,534 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -30.0% | 315,485 | $5.5M |
| Oarsman Capital, Inc. | 0.63% | Add +1.5% | 294,534 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4696.9% | 294,386 | $5.1M |
| Bison Wealth, LLC | 0.50% | Add +54.9% | 272,658 | $5.1M |
| Theory Financial LLC | 1.73% | Add +71.3% | 285,094 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -5.8% | 368,630 | $4.9M |
| Ball & Co Wealth Management Inc. | 4.02% | New | 277,497 | $4.8M |
| M Wealth Management, LLC | 3.93% | Add +4.7% | 269,762 | $4.7M |
| Lido Advisors, LLC | 0.02% | Reduce -46.1% | 268,399 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +8.2% | 268,190 | $4.6M |
| New England Capital Financial Advisors LLC | 1.23% | Reduce -2.1% | 260,342 | $4.5M |
| IronBridge Private Wealth, LLC | 1.42% | New | 254,794 | $4.4M |
| Maridea Wealth Management LLC | 0.64% | Add +84.4% | 251,531 | $4.4M |
| CoreCap Advisors, LLC | 0.15% | Add +25.4% | 247,516 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +129.0% | 246,943 | $4.3M |
| Fifth Third Bancorp | 0.01% | Add +20873.6% | 244,342 | $4.2M |
| Mgo One Seven LLC | 0.07% | Add +30.4% | 211,639 | $3.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -3.8% | 207,810 | $3.6M |
| Lifeworks Advisors, LLC | 0.45% | Reduce -0.5% | 203,752 | $3.5M |
| Gladwyn Financial Advisors, Inc. | 2.38% | Reduce -18.1% | 197,791 | $3.4M |
| Hancock Whitney Corp. | 0.06% | Reduce -24.8% | 184,073 | $3.4M |
| Citadel Advisors | 0.00% | New | 173,247 | $3.0M |
"% of holder's portfolio" is PDBC's weight in each manager's 13F, not the share of Invesco Optimum Yield Divers the manager owns.