PCEF Institutional Ownership & Shareholders
INVESCO CEF INCOME COMPOSITE (PCEF) is currently held by 117 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $386.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of PCEF tracked by InsiderSet, reporting ownership valued at approximately $63.11M 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 $59.51M, representing an estimated loss of -5.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed PCEF value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Morgan Stanley, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INVESCO CEF INCOME COMPOSITE (PCEF).
This page ranks the largest institutional PCEF 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
117
Total Reported Value
$386.82M
Largest Holder
Royal Bank Of Canada
Largest Position
$63.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.01% | 3,107,327 | $63,109,000 | $59,505,312 | -$3,603,688 | -5.71% | |
| Morgan Stanley | 0.00% | 2,611,893 | $53,047,588 | $50,017,751 | -$3,029,837 | -5.71% | |
| Envestnet Asset Management Inc | 0.01% | 2,267,351 | $46,049,899 | $43,419,772 | -$2,630,127 | -5.71% | |
| Larson Financial Group Llc | 0.78% | 1,461,727 | $29,687,685 | $27,992,072 | -$1,695,613 | -5.71% | |
| Wells Fargo & Company/Mn | 0.00% | 1,397,439 | $28,381,979 | $26,760,957 | -$1,621,022 | -5.71% | |
| Bank Of America Corp | 0.00% | 917,971 | $18,643,995 | $17,579,145 | -$1,064,850 | -5.71% | |
| Lpl Financial Llc | 0.00% | 908,977 | $18,461,319 | $17,406,910 | -$1,054,409 | -5.71% | |
| Intrua Financial, Llc | 1.22% | 653,646 | $12,648,057 | $12,517,321 | -$130,736 | -1.03% | |
| Raymond James Financial Inc | 0.00% | 589,599 | $11,974,744 | $11,290,821 | -$683,923 | -5.71% | |
| Cetera Investment Advisers | 0.01% | 462,122 | $9,385,701 | $8,849,636 | -$536,065 | -5.71% | |
| Ameriprise Financial Inc | 0.00% | 445,326 | $9,044,572 | $8,527,993 | -$516,579 | -5.71% | |
| Sykon Capital Llc | 2.30% | 367,770 | $7,469,408 | $7,042,795 | -$426,613 | -5.71% | |
| Osaic Holdings, Inc. | 0.01% | 365,033 | $7,414,496 | $6,990,382 | -$424,114 | -5.72% | |
| Ubs Group Ag | 0.00% | 321,028 | $6,520,079 | $6,147,686 | -$372,393 | -5.71% | |
| Commonwealth Equity Services, Llc | 0.01% | 330,643 | $6,397,948 | $6,331,813 | -$66,135 | -1.03% | |
| Adell Harriman & Carpenter Inc | 0.22% | 233,649 | $4,521,117 | $4,474,378 | -$46,739 | -1.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 233,932 | $4,512,541 | $4,479,798 | -$32,743 | -0.73% | |
| Mariner, Llc | 0.00% | 129,002 | $2,620,026 | $2,470,388 | -$149,638 | -5.71% | |
| Stephens Inc | 0.03% | 118,235 | $2,401,362 | $2,264,200 | -$137,162 | -5.71% | |
| Dumont & Blake Investment Advisors Llc | 0.58% | 118,705 | $2,296,945 | $2,273,201 | -$23,744 | -1.03% | |
| Mml Investors Services, Llc | 0.00% | 101,043 | $2,052,192 | $1,934,973 | -$117,219 | -5.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 97,140 | $1,972,919 | $1,860,231 | -$112,688 | -5.71% | |
| Merit Financial Group, Llc | 0.01% | 94,877 | $1,926,955 | $1,816,895 | -$110,060 | -5.71% | |
| Baird Financial Group, Inc. | 0.00% | 93,376 | $1,896,467 | $1,788,150 | -$108,317 | -5.71% | |
| Farther Finance Advisors, Llc | 0.01% | 86,706 | $1,677,765 | $1,660,420 | -$17,345 | -1.03% | |
| Oppenheimer & Co Inc | 0.02% | 78,686 | $1,522,574 | $1,506,837 | -$15,737 | -1.03% | |
| Stifel Financial Corp | 0.00% | 68,461 | $1,390,464 | $1,311,028 | -$79,436 | -5.71% | |
| Summit Financial, Llc | 0.01% | 63,732 | $1,294,392 | $1,220,468 | -$73,924 | -5.71% | |
| Cornerstone Wealth Management, Llc | 0.06% | 63,586 | $1,291,434 | $1,217,672 | -$73,762 | -5.71% | |
| Ifs Advisors, Llc | 0.38% | 65,297 | $1,263,514 | $1,250,438 | -$13,076 | -1.03% | |
| Panoramic Investment Advisors, Llc | 0.59% | 60,418 | $1,227,086 | $1,157,005 | -$70,081 | -5.71% | |
| Goldstone Financial Group, Llc | 0.10% | 51,486 | $1,045,678 | $985,957 | -$59,721 | -5.71% | |
| Heartwood Wealth Advisors Llc | 0.07% | 48,846 | $945,170 | $935,401 | -$9,769 | -1.03% | |
| Hrt Financial Lp | 0.00% | 45,043 | $914,000 | $862,573 | -$51,427 | -5.63% | |
| Marino, Stram & Associates Llc | 0.14% | 46,085 | $891,745 | $882,528 | -$9,217 | -1.03% | |
| Gotham Asset Management, Llc | 0.00% | 43,225 | $877,900 | $827,759 | -$50,141 | -5.71% | |
| Geneos Wealth Management Inc. | 0.02% | 41,316 | $839,124 | $791,201 | -$47,923 | -5.71% | |
| Harbour Investments, Inc. | 0.01% | 39,477 | $801,771 | $755,985 | -$45,786 | -5.71% | |
| Newedge Advisors, Llc | 0.00% | 39,429 | $800,804 | $755,065 | -$45,739 | -5.71% | |
| Independent Financial Group, Llc | 0.01% | 36,825 | $712,564 | $705,199 | -$7,365 | -1.03% | |
| Future Financial Wealth Managment Llc | 0.43% | 35,887 | $694,413 | $687,236 | -$7,177 | -1.03% | |
| Kestra Advisory Services, Llc | 0.00% | 33,236 | $643,116 | $636,469 | -$6,647 | -1.03% | |
| Argyle Capital Partners, Llc | 0.39% | 32,159 | $622,277 | $615,845 | -$6,432 | -1.03% | |
| Orion Porfolio Solutions, Llc | 0.00% | 29,947 | $608,219 | $573,485 | -$34,734 | -5.71% | |
| Smartleaf Asset Management Llc | 0.02% | 28,864 | $583,630 | $552,746 | -$30,884 | -5.29% | |
| Private Advisor Group, Llc | 0.00% | 27,142 | $551,257 | $519,769 | -$31,488 | -5.71% | |
| Cwm, Llc | 0.00% | 27,578 | $519,027 | $528,119 | +$9,092 | +1.75% | |
| Endowment Wealth Management, Inc. | 0.20% | 25,516 | $518,220 | $488,631 | -$29,589 | -5.71% | |
| Chicago Partners Investment Group Llc | 0.01% | 26,964 | $512,047 | $516,361 | +$4,314 | +0.84% | |
| Cerity Partners Llc | 0.00% | 24,152 | $492,598 | $462,511 | -$30,087 | -6.11% |
Frequently asked questions about PCEF
Who are the largest institutional holders of PCEF?
The largest institutional holders of PCEF reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Morgan Stanley, Envestnet Asset Management Inc, Larson Financial Group Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported PCEF position.
What is PCEF institutional ownership?
This page tracks PCEF positions reported by institutional investment managers through SEC Form 13F. INVESCO CEF INCOME COMPOSITE (PCEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PCEF?
InsiderSet currently tracks 117 institutional managers reporting PCEF 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 PCEF shareholders.
How much PCEF stock do institutions own?
Institutional investment managers disclosed approximately $386.82M in PCEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PCEF institutional ownership last updated?
The latest PCEF 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 PCEF 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 PCEF position after the reporting date.
Are institutions buying or selling PCEF?
Institutional buying and selling can be analyzed by comparing PCEF positions across consecutive 13F reporting periods. InsiderSet's PCEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PCEF ownership changes.
How has PCEF institutional ownership changed over time?
InsiderSet tracks PCEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.