PBTP Institutional Ownership & Shareholders
INVESCO 0-5 YR US TIPS ETF (PBTP) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $139.31M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Annex Advisory Services, Llc is currently the largest disclosed institutional shareholder of PBTP tracked by InsiderSet, reporting ownership valued at approximately $89.99M 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 $91.06M, representing an estimated gain of +1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed PBTP value among the investors covered in this analysis. Major shareholders include Annex Advisory Services, Llc, Lpl Financial Llc, Tidemark, Llc, and several other long-term asset managers with concentrated positions in INVESCO 0-5 YR US TIPS ETF (PBTP).
This page ranks the largest institutional PBTP 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
31
Total Reported Value
$139.31M
Largest Holder
Annex Advisory Services, Llc
Largest Position
$89.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
39
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Annex Advisory Services, Llc | 1.47% | 3,535,772 | $89,985,389 | $91,063,808 | +$1,078,419 | +1.20% | |
| Lpl Financial Llc | 0.00% | 858,607 | $22,027,569 | $22,113,423 | +$85,854 | +0.39% | |
| Tidemark, Llc | 1.57% | 272,095 | $6,980,583 | $7,007,807 | +$27,224 | +0.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 253,584 | $6,453,700 | $6,531,056 | +$77,356 | +1.20% | |
| Sowell Financial Services Llc | 0.06% | 78,395 | $1,995,144 | $2,019,063 | +$23,919 | +1.20% | |
| Kelly Financial Services Llc | 0.38% | 68,747 | $1,749,622 | $1,770,579 | +$20,957 | +1.20% | |
| Envestnet Asset Management Inc | 0.00% | 58,729 | $1,506,688 | $1,512,565 | +$5,877 | +0.39% | |
| Bank Of America Corp | 0.00% | 55,821 | $1,432,088 | $1,437,670 | +$5,582 | +0.39% | |
| Raymond James Financial Inc | 0.00% | 46,377 | $1,189,802 | $1,194,440 | +$4,638 | +0.39% | |
| Goldman Sachs Group Inc | 0.00% | 35,687 | $915,550 | $919,119 | +$3,569 | +0.39% | |
| Trilogy Capital Inc. | 0.03% | 33,046 | $841,021 | $851,100 | +$10,079 | +1.20% | |
| Beacon Pointe Advisors, Llc | 0.00% | 25,100 | $643,941 | $646,451 | +$2,510 | +0.39% | |
| Arkadios Wealth Advisors | 0.01% | 23,121 | $593,174 | $595,481 | +$2,307 | +0.39% | |
| Osaic Holdings, Inc. | 0.00% | 22,333 | $572,999 | $575,186 | +$2,187 | +0.38% | |
| Hobart Private Capital, Llc | 0.08% | 19,514 | $496,631 | $502,583 | +$5,952 | +1.20% | |
| Mml Investors Services, Llc | 0.00% | 18,627 | $477,874 | $479,738 | +$1,864 | +0.39% | |
| Beto Financial Group, Llc | 0.14% | 10,707 | $274,956 | $275,759 | +$803 | +0.29% | |
| Centerpoint Advisory Group | 0.17% | 10,775 | $274,232 | $277,510 | +$3,278 | +1.20% | |
| Stonex Group Inc. | 0.01% | 10,125 | $260,011 | $260,769 | +$758 | +0.29% | |
| Private Advisor Group, Llc | 0.00% | 9,361 | $240,160 | $241,093 | +$933 | +0.39% | |
| Destiny Capital Corp/Co | 0.09% | 7,888 | $200,750 | $203,155 | +$2,405 | +1.20% | |
| Ifp Advisors, Inc | 0.00% | 4,219 | $107,374 | $108,660 | +$1,286 | +1.20% | |
| Royal Bank Of Canada | 0.00% | 1,594 | $41,000 | $41,053 | +$53 | +0.13% | |
| Blackrock, Inc. | 0.00% | 1,283 | $32,915 | $33,044 | +$129 | +0.39% | |
| Private Trust Co Na | 0.00% | 400 | $10,180 | $10,302 | +$122 | +1.20% | |
| Ubs Group Ag | 0.00% | 161 | $4,130 | $4,147 | +$17 | +0.40% | |
| Arax Advisory Partners | 0.00% | 106 | $2,720 | $2,730 | +$10 | +0.37% | |
| Continuum Advisory, Llc | 0.00% | 10 | $257 | $258 | +$1 | +0.21% | |
| Morgan Stanley | 0.00% | 1 | $38 | $26 | -$12 | -32.22% | |
| Huntington National Bank | 0.00% | 1 | $26 | $26 | -$0 | -0.94% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $18 | $26 | +$8 | +43.08% |
Frequently asked questions about PBTP
Who are the largest institutional holders of PBTP?
The largest institutional holders of PBTP reported in the latest SEC Form 13F filings include Annex Advisory Services, Llc, Lpl Financial Llc, Tidemark, Llc, Commonwealth Equity Services, Llc, and Sowell Financial Services Llc. InsiderSet ranks institutional holders by their latest reported PBTP position.
What is PBTP institutional ownership?
This page tracks PBTP positions reported by institutional investment managers through SEC Form 13F. INVESCO 0-5 YR US TIPS ETF (PBTP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBTP?
InsiderSet currently tracks 31 institutional managers reporting PBTP 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 PBTP shareholders.
How much PBTP stock do institutions own?
Institutional investment managers disclosed approximately $139.31M in PBTP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBTP institutional ownership last updated?
The latest PBTP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 PBTP 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 PBTP position after the reporting date.
Are institutions buying or selling PBTP?
Institutional buying and selling can be analyzed by comparing PBTP positions across consecutive 13F reporting periods. InsiderSet's PBTP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBTP ownership changes.
How has PBTP institutional ownership changed over time?
InsiderSet tracks PBTP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.