INVESCO CEF INCOME COMPOSITE (PCEF) Institutional Shareholders
INVESCO CEF INCOME COMPOSITE (PCEF) 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 $386.25M in PCEF holdings during the latest filing period.
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 $61.49M, representing an estimated loss of -2.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
115
Total Reported Value
$386.25M
Largest Holder
Royal Bank Of Canada
Largest Position
$63.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
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 | $61,494,001 | -$1,614,999 | -2.56% | |
| Morgan Stanley | 0.00% | 2,611,893 | $53,047,588 | $51,689,362 | -$1,358,226 | -2.56% | |
| Envestnet Asset Management Inc | 0.01% | 2,267,351 | $46,049,899 | $44,870,876 | -$1,179,023 | -2.56% | |
| Larson Financial Group Llc | 0.78% | 1,461,727 | $29,687,685 | $28,927,577 | -$760,108 | -2.56% | |
| Wells Fargo & Company/Mn | 0.00% | 1,397,439 | $28,381,979 | $27,655,318 | -$726,661 | -2.56% | |
| Bank Of America Corp | 0.00% | 917,971 | $18,643,995 | $18,166,646 | -$477,349 | -2.56% | |
| Lpl Financial Llc | 0.00% | 908,977 | $18,461,319 | $17,988,655 | -$472,664 | -2.56% | |
| Intrua Financial, Llc | 1.28% | 666,589 | $13,538,416 | $13,191,796 | -$346,620 | -2.56% | |
| Raymond James Financial Inc | 0.00% | 589,599 | $11,974,744 | $11,668,164 | -$306,580 | -2.56% | |
| Cetera Investment Advisers | 0.01% | 462,122 | $9,385,701 | $9,145,394 | -$240,307 | -2.56% | |
| Ameriprise Financial Inc | 0.00% | 445,326 | $9,044,572 | $8,813,002 | -$231,570 | -2.56% | |
| Sykon Capital Llc | 2.30% | 367,770 | $7,469,408 | $7,278,168 | -$191,240 | -2.56% | |
| Osaic Holdings, Inc. | 0.01% | 365,033 | $7,414,496 | $7,224,003 | -$190,493 | -2.57% | |
| Commonwealth Equity Services, Llc | 0.01% | 363,930 | $7,391,432 | $7,202,175 | -$189,257 | -2.56% | |
| Ubs Group Ag | 0.00% | 321,028 | $6,520,079 | $6,353,144 | -$166,935 | -2.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 233,056 | $4,745,016 | $4,612,178 | -$132,838 | -2.80% | |
| Adell Harriman & Carpenter Inc | 0.20% | 196,499 | $3,990,903 | $3,888,715 | -$102,188 | -2.56% | |
| Mariner, Llc | 0.00% | 129,002 | $2,620,026 | $2,552,950 | -$67,076 | -2.56% | |
| Dumont & Blake Investment Advisors Llc | 0.54% | 119,249 | $2,421,947 | $2,359,938 | -$62,009 | -2.56% | |
| Stephens Inc | 0.03% | 118,235 | $2,401,362 | $2,339,871 | -$61,491 | -2.56% | |
| Mml Investors Services, Llc | 0.00% | 101,043 | $2,052,192 | $1,999,641 | -$52,551 | -2.56% | |
| Rockefeller Capital Management L.P. | 0.00% | 97,140 | $1,972,919 | $1,922,401 | -$50,518 | -2.56% | |
| Merit Financial Group, Llc | 0.01% | 94,877 | $1,926,955 | $1,877,616 | -$49,339 | -2.56% | |
| Baird Financial Group, Inc. | 0.00% | 93,376 | $1,896,467 | $1,847,911 | -$48,556 | -2.56% | |
| Stifel Financial Corp | 0.00% | 68,461 | $1,390,464 | $1,354,843 | -$35,621 | -2.56% | |
| Summit Financial, Llc | 0.01% | 63,732 | $1,294,392 | $1,261,256 | -$33,136 | -2.56% | |
| Cornerstone Wealth Management, Llc | 0.06% | 63,586 | $1,291,434 | $1,258,367 | -$33,067 | -2.56% | |
| Panoramic Investment Advisors, Llc | 0.59% | 60,418 | $1,227,086 | $1,195,672 | -$31,414 | -2.56% | |
| Oppenheimer & Co Inc | 0.01% | 58,161 | $1,181,250 | $1,151,006 | -$30,244 | -2.56% | |
| Goldstone Financial Group, Llc | 0.10% | 51,486 | $1,045,678 | $1,018,908 | -$26,770 | -2.56% | |
| Marino, Stram & Associates Llc | 0.16% | 49,220 | $999,658 | $974,064 | -$25,594 | -2.56% | |
| Heartwood Wealth Advisors Llc | 0.08% | 48,846 | $992,062 | $966,662 | -$25,400 | -2.56% | |
| Independent Financial Group, Llc | 0.02% | 47,475 | $964,217 | $939,530 | -$24,687 | -2.56% | |
| Hrt Financial Lp | 0.00% | 45,043 | $914,000 | $891,401 | -$22,599 | -2.47% | |
| Gotham Asset Management, Llc | 0.00% | 43,225 | $877,900 | $855,423 | -$22,477 | -2.56% | |
| Future Financial Wealth Managment Llc | 0.52% | 42,137 | $839,369 | $833,891 | -$5,478 | -0.65% | |
| Geneos Wealth Management Inc. | 0.02% | 41,316 | $839,124 | $817,644 | -$21,480 | -2.56% | |
| Harbour Investments, Inc. | 0.01% | 39,477 | $801,771 | $781,250 | -$20,521 | -2.56% | |
| Newedge Advisors, Llc | 0.00% | 39,429 | $800,804 | $780,300 | -$20,504 | -2.56% | |
| Kestra Advisory Services, Llc | 0.00% | 33,088 | $672,026 | $654,812 | -$17,214 | -2.56% | |
| Argyle Capital Partners, Llc | 0.41% | 32,244 | $654,876 | $638,109 | -$16,767 | -2.56% | |
| Truist Financial Corp | 0.00% | 30,188 | $613,118 | $597,421 | -$15,697 | -2.56% | |
| Orion Porfolio Solutions, Llc | 0.00% | 29,947 | $608,219 | $592,651 | -$15,568 | -2.56% | |
| Smartleaf Asset Management Llc | 0.02% | 28,864 | $583,630 | $571,219 | -$12,411 | -2.13% | |
| Sowell Financial Services Llc | 0.02% | 27,290 | $554,255 | $540,069 | -$14,186 | -2.56% | |
| Private Advisor Group, Llc | 0.00% | 27,142 | $551,257 | $537,140 | -$14,117 | -2.56% | |
| Chicago Partners Investment Group Llc | 0.01% | 26,505 | $527,985 | $524,534 | -$3,451 | -0.65% | |
| Cwm, Llc | 0.00% | 27,578 | $519,027 | $545,769 | +$26,742 | +5.15% | |
| Endowment Wealth Management, Inc. | 0.20% | 25,516 | $518,220 | $504,962 | -$13,258 | -2.56% | |
| Cerity Partners Llc | 0.00% | 24,152 | $492,598 | $477,968 | -$14,630 | -2.97% |
Frequently asked questions about PCEF
Who owns the most PCEF stock?
The largest holders of PCEF 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 CEF INCOME COMPOSITE (PCEF).
Is PCEF widely held by superinvestors?
Many widely followed stocks like PCEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PCEF 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.