INVESCO FOOD & BEVERAGE ETF (PBJ) Top Institutional Shareholders
INVESCO FOOD & BEVERAGE ETF (PBJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $27.57M in PBJ holdings during the latest filing period.
Mainsail Financial Group, Llc is currently the largest disclosed institutional shareholder of PBJ tracked by InsiderSet, reporting ownership valued at approximately $5.08M in its March 31, 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 $4.86M, representing an estimated loss of -4.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PBJ value among the investors covered in this analysis. Major shareholders include Mainsail Financial Group, Llc, Bank Of America Corp, Sage Capital Management, Llc, 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
53
Total Reported Value
$27.57M
Largest Holder
Mainsail Financial Group, Llc
Largest Position
$5.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
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 | 2.12% | 103,815 | $5,082,800 | $4,856,798 | -$226,002 | -4.45% | |
| Bank Of America Corp | 0.00% | 84,716 | $4,147,700 | $3,963,286 | -$184,414 | -4.45% | |
| Sage Capital Management, Llc | 1.00% | 43,268 | $2,118,715 | $2,024,215 | -$94,500 | -4.46% | |
| Howe & Rusling Inc | 0.14% | 42,967 | $2,103,649 | $2,010,134 | -$93,515 | -4.45% | |
| Lpl Financial Llc | 0.00% | 34,386 | $1,683,559 | $1,608,687 | -$74,872 | -4.45% | |
| Raymond James Financial Inc | 0.00% | 28,196 | $1,380,470 | $1,319,099 | -$61,371 | -4.45% | |
| Morgan Stanley | 0.00% | 25,924 | $1,269,250 | $1,212,808 | -$56,442 | -4.45% | |
| Principal Securities, Inc. | 0.02% | 25,773 | $1,261,847 | $1,205,743 | -$56,104 | -4.45% | |
| Susquehanna International Group, Llp | 0.00% | 24,847 | $1,216,509 | $1,162,422 | -$54,087 | -4.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,473 | $855,470 | $817,443 | -$38,027 | -4.45% | |
| Envestnet Asset Management Inc | 0.00% | 15,242 | $746,263 | $713,070 | -$33,193 | -4.45% | |
| Kestra Advisory Services, Llc | 0.00% | 15,154 | $741,941 | $708,953 | -$32,988 | -4.45% | |
| Ubs Group Ag | 0.00% | 13,577 | $664,730 | $635,176 | -$29,554 | -4.45% | |
| Cetera Investment Advisers | 0.00% | 11,983 | $586,710 | $560,603 | -$26,107 | -4.45% | |
| Royal Bank Of Canada | 0.00% | 10,262 | $502,000 | $480,089 | -$21,911 | -4.36% | |
| Independent Financial Group, Llc | 0.01% | 11,190 | $490,513 | $523,504 | +$32,991 | +6.73% | |
| Phoenix Wealth Advisors | 0.11% | 5,640 | $276,134 | $263,857 | -$12,277 | -4.45% | |
| Osaic Holdings, Inc. | 0.00% | 5,609 | $274,746 | $262,407 | -$12,339 | -4.49% | |
| Iht Wealth Management, Llc | 0.01% | 5,555 | $271,949 | $259,881 | -$12,068 | -4.44% | |
| Hightower Advisors, Llc | 0.00% | 5,346 | $261,751 | $250,103 | -$11,648 | -4.45% | |
| Tower Research Capital Llc (Trc) | 0.01% | 5,280 | $258,509 | $247,015 | -$11,494 | -4.45% | |
| Fortis Group Advisors, Llc | 0.04% | 4,881 | $245,319 | $228,349 | -$16,970 | -6.92% | |
| Kovack Advisors, Inc. | 0.01% | 4,926 | $242,039 | $230,454 | -$11,585 | -4.79% | |
| Caldwell Sutter Capital, Inc. | 0.07% | 3,330 | $163,058 | $155,788 | -$7,270 | -4.46% | |
| Jones Financial Companies Lllp | 0.00% | 3,071 | $150,209 | $143,671 | -$6,538 | -4.35% | |
| Advisory Services Network, Llc | 0.00% | 2,052 | $100,466 | $95,999 | -$4,467 | -4.45% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,206 | $59,027 | $56,421 | -$2,606 | -4.42% | |
| Parallel Advisors, Llc | 0.00% | 985 | $48,226 | $46,081 | -$2,145 | -4.45% | |
| Sound Income Strategies, Llc | 0.00% | 868 | $42,649 | $40,608 | -$2,041 | -4.79% | |
| Fmr Llc | 0.00% | 829 | $40,571 | $38,783 | -$1,788 | -4.41% | |
| Geowealth Management, Llc | 0.00% | 798 | $39,070 | $37,333 | -$1,737 | -4.45% | |
| Us Bancorp \De\ | 0.00% | 768 | $37,601 | $35,929 | -$1,672 | -4.45% | |
| Aptus Capital Advisors, Llc | 0.00% | 600 | $29,376 | $28,070 | -$1,306 | -4.45% | |
| Citigroup Inc | 0.00% | 491 | $24,039 | $22,971 | -$1,068 | -4.44% | |
| Bank Of Montreal | 0.00% | 461 | $22,571 | $21,567 | -$1,004 | -4.45% | |
| Harbour Investments, Inc. | 0.00% | 455 | $22,277 | $21,286 | -$991 | -4.45% | |
| Russell Investments Group, Ltd. | 0.00% | 449 | $21,983 | $21,006 | -$977 | -4.45% | |
| Western Wealth Management, Llc | 0.00% | 434 | $21,249 | $20,304 | -$945 | -4.45% | |
| First Horizon Corp | 0.00% | 364 | $17,821 | $17,029 | -$792 | -4.44% | |
| Pnc Financial Services Group, Inc. | 0.00% | 266 | $13,011 | $12,444 | -$567 | -4.36% | |
| Blackrock, Inc. | 0.00% | 244 | $11,946 | $11,415 | -$531 | -4.44% | |
| Abound Wealth Management | 0.00% | 200 | $9,792 | $9,357 | -$435 | -4.45% | |
| Mcf Advisors Llc | 0.00% | 100 | $4,896 | $4,678 | -$218 | -4.45% | |
| Ifp Advisors, Inc | 0.00% | 50 | $2,448 | $2,339 | -$109 | -4.45% | |
| Farther Finance Advisors, Llc | 0.00% | 49 | $2,424 | $2,292 | -$132 | -5.43% | |
| International Assets Investment Management, Llc | 0.00% | 44 | $2,162 | $2,058 | -$104 | -4.79% | |
| Princeton Global Asset Management Llc | 0.00% | 25 | $1,224 | $1,170 | -$54 | -4.45% | |
| Whittier Trust Co | 0.00% | 14 | $702 | $655 | -$47 | -6.70% | |
| Wedbush Securities Inc | 0.01% | 8,753 | $429 | $409,493 | +$409,064 | +95353.00% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 6 | $294 | $281 | -$13 | -4.52% |
Frequently asked questions about PBJ
Who owns the most PBJ stock?
The largest holders of PBJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO FOOD & BEVERAGE ETF (PBJ).
Is PBJ widely held by superinvestors?
Many widely followed stocks like PBJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.