PBJ Institutional Ownership & Shareholders
INVESCO FOOD & BEVERAGE ETF (PBJ) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mainsail Financial Group, Llc is currently the largest disclosed institutional shareholder of PBJ tracked by InsiderSet, reporting ownership valued at approximately $6.06M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.46M, representing an estimated gain of +6.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PBJ value among the investors covered in this analysis. Major shareholders include Mainsail Financial Group, Llc, Bank Of America Corp, Howe & Rusling Inc, and several other long-term asset managers with concentrated positions in INVESCO FOOD & BEVERAGE ETF (PBJ).
This page ranks the largest institutional PBJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$24.21M
Largest Holder
Mainsail Financial Group, Llc
Largest Position
$6.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mainsail Financial Group, Llc | 2.04% | 135,423 | $6,064,507 | $6,457,741 | +$393,234 | +6.48% | |
| Bank Of America Corp | 0.00% | 59,628 | $2,810,276 | $2,843,403 | +$33,127 | +1.18% | |
| Howe & Rusling Inc | 0.11% | 41,761 | $1,968,197 | $1,991,403 | +$23,206 | +1.18% | |
| Raymond James Financial Inc | 0.00% | 40,283 | $1,898,515 | $1,920,923 | +$22,408 | +1.18% | |
| Sage Capital Management, Llc | 0.66% | 38,727 | $1,734,638 | $1,846,724 | +$112,086 | +6.46% | |
| Lpl Financial Llc | 0.00% | 34,340 | $1,618,426 | $1,637,527 | +$19,101 | +1.18% | |
| Morgan Stanley | 0.00% | 27,807 | $1,310,597 | $1,325,996 | +$15,399 | +1.17% | |
| Principal Securities, Inc. | 0.01% | 25,888 | $1,220,101 | $1,234,487 | +$14,386 | +1.18% | |
| Royal Bank Of Canada | 0.00% | 17,904 | $844,000 | $853,765 | +$9,765 | +1.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,406 | $820,350 | $830,017 | +$9,667 | +1.18% | |
| Envestnet Asset Management Inc | 0.00% | 10,874 | $512,498 | $518,534 | +$6,036 | +1.18% | |
| Cetera Investment Advisers | 0.00% | 10,747 | $506,550 | $512,478 | +$5,928 | +1.17% | |
| Ubs Group Ag | 0.00% | 9,036 | $425,867 | $430,888 | +$5,021 | +1.18% | |
| Osaic Holdings, Inc. | 0.00% | 6,598 | $311,257 | $314,630 | +$3,373 | +1.08% | |
| Phoenix Wealth Advisors | 0.09% | 5,590 | $263,457 | $266,563 | +$3,106 | +1.18% | |
| Iht Wealth Management, Llc | 0.01% | 5,564 | $262,219 | $265,323 | +$3,104 | +1.18% | |
| Kovack Advisors, Inc. | 0.01% | 4,927 | $233,441 | $234,947 | +$1,506 | +0.65% | |
| Caldwell Sutter Capital, Inc. | 0.06% | 3,330 | $156,964 | $158,793 | +$1,829 | +1.17% | |
| Geowealth Management, Llc | 0.00% | 3,015 | $142,097 | $143,772 | +$1,675 | +1.18% | |
| Jones Financial Companies Lllp | 0.00% | 2,863 | $136,966 | $136,524 | -$442 | -0.32% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,209 | $56,960 | $57,652 | +$692 | +1.21% | |
| Fmr Llc | 0.00% | 851 | $40,102 | $40,581 | +$479 | +1.19% | |
| Us Bancorp \De\ | 0.00% | 768 | $36,195 | $36,623 | +$428 | +1.18% | |
| Jpmorgan Chase & Co | 0.00% | 702 | $33,450 | $33,475 | +$25 | +0.08% | |
| Aptus Capital Advisors, Llc | 0.00% | 600 | $28,278 | $28,611 | +$333 | +1.18% | |
| Parallel Advisors, Llc | 0.00% | 573 | $27,005 | $27,324 | +$319 | +1.18% | |
| Bank Of Montreal | 0.00% | 461 | $21,727 | $21,983 | +$256 | +1.18% | |
| Harbour Investments, Inc. | 0.00% | 455 | $21,444 | $21,697 | +$253 | +1.18% | |
| First Horizon Corp | 0.00% | 364 | $16,301 | $17,358 | +$1,057 | +6.48% | |
| Pnc Financial Services Group, Inc. | 0.00% | 266 | $12,540 | $12,684 | +$144 | +1.15% | |
| Blackrock, Inc. | 0.00% | 244 | $11,500 | $11,635 | +$135 | +1.18% | |
| Abound Wealth Management | 0.00% | 200 | $8,957 | $9,537 | +$580 | +6.48% | |
| Institute For Wealth Management, Llc. | 0.00% | 151 | $7,117 | $7,201 | +$84 | +1.17% | |
| Russell Investments Group, Ltd. | 0.00% | 123 | $5,797 | $5,865 | +$68 | +1.18% | |
| Continuum Advisory, Llc | 0.00% | 50 | $2,357 | $2,384 | +$27 | +1.16% | |
| Ifp Advisors, Inc | 0.00% | 50 | $2,239 | $2,384 | +$145 | +6.49% | |
| Whittier Trust Co | 0.00% | 14 | $671 | $668 | -$3 | -0.51% | |
| Wedbush Securities Inc | 0.01% | 8,773 | $393 | $418,347 | +$417,954 | +106349.53% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 6 | $283 | $286 | +$3 | +1.10% | |
| Farther Finance Advisors, Llc | 0.00% | 5 | $239 | $238 | -$1 | -0.24% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about PBJ
Who are the largest institutional holders of PBJ?
The largest institutional holders of PBJ reported in the latest SEC Form 13F filings include Mainsail Financial Group, Llc, Bank Of America Corp, Howe & Rusling Inc, Raymond James Financial Inc, and Sage Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported PBJ position.
What is PBJ institutional ownership?
This page tracks PBJ positions reported by institutional investment managers through SEC Form 13F. INVESCO FOOD & BEVERAGE ETF (PBJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBJ?
InsiderSet currently tracks 42 institutional managers reporting PBJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBJ shareholders.
How much PBJ stock do institutions own?
Institutional investment managers disclosed approximately $24.21M in PBJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBJ institutional ownership last updated?
The latest PBJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBJ position after the reporting date.
Are institutions buying or selling PBJ?
Institutional buying and selling can be analyzed by comparing PBJ positions across consecutive 13F reporting periods. InsiderSet's PBJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBJ ownership changes.
How has PBJ institutional ownership changed over time?
InsiderSet tracks PBJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.