INVESCO FOOD & BEVERAGE ETF (PBJ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.30M 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 $5.99M in its June 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 $5.91M, representing an estimated loss of -1.25% 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
45
Total Reported Value
$24.30M
Largest Holder
Mainsail Financial Group, Llc
Largest Position
$5.99M
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 | 2.03% | 127,043 | $5,987,553 | $5,912,581 | -$74,972 | -1.25% | |
| Bank Of America Corp | 0.00% | 59,628 | $2,810,276 | $2,775,087 | -$35,189 | -1.25% | |
| Howe & Rusling Inc | 0.11% | 41,761 | $1,968,197 | $1,943,557 | -$24,640 | -1.25% | |
| Raymond James Financial Inc | 0.00% | 40,283 | $1,898,515 | $1,874,771 | -$23,744 | -1.25% | |
| Sage Capital Management, Llc | 0.71% | 38,628 | $1,820,829 | $1,797,747 | -$23,082 | -1.27% | |
| Lpl Financial Llc | 0.00% | 34,340 | $1,618,426 | $1,598,184 | -$20,242 | -1.25% | |
| Morgan Stanley | 0.00% | 27,807 | $1,310,597 | $1,294,138 | -$16,459 | -1.26% | |
| Principal Securities, Inc. | 0.01% | 25,888 | $1,220,101 | $1,204,828 | -$15,273 | -1.25% | |
| Royal Bank Of Canada | 0.00% | 17,904 | $844,000 | $833,252 | -$10,748 | -1.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,406 | $820,350 | $810,075 | -$10,275 | -1.25% | |
| Envestnet Asset Management Inc | 0.00% | 10,874 | $512,498 | $506,076 | -$6,422 | -1.25% | |
| Cetera Investment Advisers | 0.00% | 10,747 | $506,550 | $500,165 | -$6,385 | -1.26% | |
| Ubs Group Ag | 0.00% | 9,036 | $425,867 | $420,535 | -$5,332 | -1.25% | |
| Wedbush Securities Inc | 0.01% | 8,883 | $419,000 | $413,415 | -$5,585 | -1.33% | |
| Osaic Holdings, Inc. | 0.00% | 6,598 | $311,257 | $307,071 | -$4,186 | -1.34% | |
| Verity Asset Management, Inc. | 0.11% | 6,207 | $292,536 | $288,874 | -$3,662 | -1.25% | |
| Phoenix Wealth Advisors | 0.09% | 5,590 | $263,457 | $260,159 | -$3,298 | -1.25% | |
| Iht Wealth Management, Llc | 0.01% | 5,564 | $262,219 | $258,949 | -$3,270 | -1.25% | |
| Kovack Advisors, Inc. | 0.01% | 4,927 | $233,441 | $229,303 | -$4,138 | -1.77% | |
| Caldwell Sutter Capital, Inc. | 0.06% | 3,330 | $156,964 | $154,978 | -$1,986 | -1.27% | |
| Geowealth Management, Llc | 0.00% | 3,015 | $142,097 | $140,318 | -$1,779 | -1.25% | |
| Jones Financial Companies Lllp | 0.00% | 2,863 | $136,966 | $133,244 | -$3,722 | -2.72% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,209 | $56,960 | $56,267 | -$693 | -1.22% | |
| Fmr Llc | 0.00% | 851 | $40,102 | $39,606 | -$496 | -1.24% | |
| Us Bancorp \De\ | 0.00% | 768 | $36,195 | $35,743 | -$452 | -1.25% | |
| Jpmorgan Chase & Co | 0.00% | 702 | $33,450 | $32,671 | -$779 | -2.33% | |
| Aptus Capital Advisors, Llc | 0.00% | 600 | $28,278 | $27,924 | -$354 | -1.25% | |
| Parallel Advisors, Llc | 0.00% | 573 | $27,005 | $26,667 | -$338 | -1.25% | |
| Bank Of Montreal | 0.00% | 461 | $21,727 | $21,455 | -$272 | -1.25% | |
| Harbour Investments, Inc. | 0.00% | 455 | $21,444 | $21,176 | -$268 | -1.25% | |
| First Horizon Corp | 0.00% | 364 | $17,155 | $16,941 | -$214 | -1.25% | |
| Pnc Financial Services Group, Inc. | 0.00% | 266 | $12,540 | $12,380 | -$160 | -1.28% | |
| Blackrock, Inc. | 0.00% | 244 | $11,500 | $11,356 | -$144 | -1.25% | |
| Abound Wealth Management | 0.00% | 200 | $9,426 | $9,308 | -$118 | -1.25% | |
| Institute For Wealth Management, Llc. | 0.00% | 151 | $7,117 | $7,028 | -$89 | -1.26% | |
| Russell Investments Group, Ltd. | 0.00% | 123 | $5,797 | $5,724 | -$73 | -1.25% | |
| Mcf Advisors Llc | 0.00% | 100 | $4,713 | $4,654 | -$59 | -1.25% | |
| Continuum Advisory, Llc | 0.00% | 50 | $2,357 | $2,327 | -$30 | -1.27% | |
| Ifp Advisors, Inc | 0.00% | 50 | $2,356 | $2,327 | -$29 | -1.23% | |
| International Assets Investment Management, Llc | 0.00% | 44 | $2,085 | $2,048 | -$37 | -1.79% | |
| Princeton Global Asset Management Llc | 0.00% | 25 | $1,178 | $1,164 | -$15 | -1.23% | |
| Whittier Trust Co | 0.00% | 14 | $671 | $652 | -$19 | -2.90% | |
| Farther Finance Advisors, Llc | 0.00% | 6 | $299 | $279 | -$20 | -6.61% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 6 | $283 | $279 | -$4 | -1.33% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
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.