INVESCO 0-5 YR US TIPS ETF (PBTP) Top Institutional Shareholders
INVESCO 0-5 YR US TIPS ETF (PBTP) 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 $43.81M in PBTP holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PBTP tracked by InsiderSet, reporting ownership valued at approximately $20.36M 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 $20.45M, representing an estimated gain of +0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed PBTP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, 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
26
Total Reported Value
$43.81M
Largest Holder
Lpl Financial Llc
Largest Position
$20.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
31
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 778,768 | $20,364,793 | $20,446,554 | +$81,761 | +0.40% | |
| Commonwealth Equity Services, Llc | 0.01% | 181,974 | $4,758,610 | $4,777,727 | +$19,117 | +0.40% | |
| Tidemark, Llc | 1.05% | 158,330 | $4,140,322 | $4,156,954 | +$16,632 | +0.40% | |
| Sowell Financial Services Llc | 0.09% | 91,335 | $2,388,413 | $2,398,000 | +$9,587 | +0.40% | |
| Goldman Sachs Group Inc | 0.00% | 60,853 | $1,591,306 | $1,597,696 | +$6,390 | +0.40% | |
| Bank Of America Corp | 0.00% | 50,692 | $1,325,596 | $1,330,918 | +$5,322 | +0.40% | |
| Creative Financial Designs Inc | 0.08% | 47,224 | $1,234,900 | $1,239,866 | +$4,966 | +0.40% | |
| Envestnet Asset Management Inc | 0.00% | 46,015 | $1,203,288 | $1,208,124 | +$4,836 | +0.40% | |
| Raymond James Financial Inc | 0.00% | 44,667 | $1,168,042 | $1,172,732 | +$4,690 | +0.40% | |
| Kelly Financial Services Llc | 0.24% | 38,550 | $1,006,751 | $1,012,130 | +$5,379 | +0.53% | |
| Trilogy Capital Inc. | 0.04% | 33,504 | $876,130 | $879,648 | +$3,518 | +0.40% | |
| Beacon Pointe Advisors, Llc | 0.00% | 29,600 | $774,040 | $777,148 | +$3,108 | +0.40% | |
| Citadel Advisors Llc | 0.00% | 29,518 | $771,896 | $774,995 | +$3,099 | +0.40% | |
| Arkadios Wealth Advisors | 0.01% | 24,291 | $635,185 | $637,760 | +$2,575 | +0.41% | |
| Osaic Holdings, Inc. | 0.00% | 21,155 | $553,195 | $555,425 | +$2,230 | +0.40% | |
| Mml Investors Services, Llc | 0.00% | 14,817 | $387,473 | $389,020 | +$1,547 | +0.40% | |
| Centerpoint Advisory Group | 0.23% | 11,756 | $307,423 | $308,654 | +$1,231 | +0.40% | |
| Destiny Capital Corp/Co | 0.11% | 7,888 | $206,271 | $207,099 | +$828 | +0.40% | |
| Royal Bank Of Canada | 0.00% | 1,626 | $43,000 | $42,691 | -$309 | -0.72% | |
| Blackrock, Inc. | 0.00% | 1,283 | $33,550 | $33,685 | +$135 | +0.40% | |
| Ubs Group Ag | 0.00% | 1,277 | $33,393 | $33,528 | +$135 | +0.40% | |
| Private Trust Co Na | 0.00% | 250 | $6,538 | $6,564 | +$26 | +0.39% | |
| Arax Advisory Partners | 0.00% | 53 | $1,386 | $1,392 | +$6 | +0.40% | |
| Morgan Stanley | 0.00% | 1 | $37 | $26 | -$11 | -29.04% | |
| Huntington National Bank | 0.00% | 1 | $26 | $26 | +$0 | +0.98% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $12 | — | — | — |
Frequently asked questions about PBTP
Who owns the most PBTP stock?
The largest holders of PBTP 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 0-5 YR US TIPS ETF (PBTP).
Is PBTP widely held by superinvestors?
Many widely followed stocks like PBTP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBTP 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.