PDBA Institutional Ownership & Shareholders
INVESCO AGRICULTURE CMDTYK-1 (PDBA) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $210.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Proficio Capital Partners Llc is currently the largest disclosed institutional shareholder of PDBA tracked by InsiderSet, reporting ownership valued at approximately $30.84M 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 $32.76M, representing an estimated gain of +6.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed PDBA value among the investors covered in this analysis. Major shareholders include Proficio Capital Partners Llc, Briaud Financial Planning Inc, 3Edge Asset Management, Lp, and several other long-term asset managers with concentrated positions in INVESCO AGRICULTURE CMDTYK-1 (PDBA).
This page ranks the largest institutional PDBA 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
66
Total Reported Value
$210.83M
Largest Holder
Proficio Capital Partners Llc
Largest Position
$30.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Proficio Capital Partners Llc | 1.11% | 865,860 | $30,841,933 | $32,755,484 | +$1,913,551 | +6.20% | |
| Briaud Financial Planning Inc | 5.83% | 621,833 | $22,149,684 | $23,523,942 | +$1,374,258 | +6.20% | |
| 3Edge Asset Management, Lp | 0.77% | 487,328 | $17,358,623 | $18,435,618 | +$1,076,995 | +6.20% | |
| Trek Financial, Llc | 0.79% | 446,915 | $15,919,112 | $16,906,794 | +$987,682 | +6.20% | |
| Eastern Bank | 0.19% | 339,468 | $12,750,418 | $12,842,074 | +$91,656 | +0.72% | |
| Clark Capital Management Group, Inc. | 0.06% | 315,473 | $11,237,148 | $11,934,344 | +$697,196 | +6.20% | |
| Osaic Holdings, Inc. | 0.01% | 303,262 | $10,802,120 | $11,472,401 | +$670,281 | +6.21% | |
| Flagship Harbor Advisors, Llc | 0.28% | 204,242 | $7,275,124 | $7,726,475 | +$451,351 | +6.20% | |
| Private Wealth Advisors, Llc | 2.07% | 194,226 | $6,918,330 | $7,347,570 | +$429,240 | +6.20% | |
| Lpl Financial Llc | 0.00% | 162,905 | $5,802,674 | $6,162,696 | +$360,022 | +6.20% | |
| Susquehanna International Group, Llp | 0.00% | 156,762 | $5,583,862 | $5,930,306 | +$346,444 | +6.20% | |
| Farther Finance Advisors, Llc | 0.04% | 140,050 | $5,260,278 | $5,298,092 | +$37,814 | +0.72% | |
| Perissos Private Wealth Management, Llc | 3.44% | 143,089 | $5,096,830 | $5,413,057 | +$316,227 | +6.20% | |
| Envestnet Asset Management Inc | 0.00% | 141,069 | $5,024,878 | $5,336,640 | +$311,762 | +6.20% | |
| Guild Investment Management, Inc. | 3.28% | 135,010 | $4,809,056 | $5,107,428 | +$298,372 | +6.20% | |
| Ironbridge Private Wealth, Llc | 1.42% | 121,101 | $4,313,619 | $4,581,251 | +$267,632 | +6.20% | |
| Sanctuary Advisors, Llc | 0.02% | 92,504 | $3,294,992 | $3,499,426 | +$204,434 | +6.20% | |
| Plan Group Financial, Llc | 0.65% | 88,002 | $3,134,631 | $3,329,116 | +$194,485 | +6.20% | |
| Sowell Financial Services Llc | 0.10% | 84,015 | $2,992,614 | $3,178,287 | +$185,673 | +6.20% | |
| Capital Wealth Alliance, Llc | 1.35% | 81,682 | $2,909,513 | $3,090,030 | +$180,517 | +6.20% | |
| Financial Enhancement Group Llc | 0.29% | 66,091 | $2,516,084 | $2,500,223 | -$15,861 | -0.63% | |
| D.A. Davidson & Co. | 0.01% | 62,866 | $2,239,287 | $2,378,221 | +$138,934 | +6.20% | |
| Balefire, Llc | 0.27% | 45,123 | $1,694,820 | $1,707,003 | +$12,183 | +0.72% | |
| Tidal Investments Llc | 0.00% | 45,176 | $1,609,169 | $1,709,008 | +$99,839 | +6.20% | |
| Columbus Macro, Llc | 0.16% | 45,050 | $1,604,674 | $1,704,242 | +$99,568 | +6.20% | |
| Miller Global Investments, Llc | 1.21% | 40,096 | $1,506,006 | $1,516,832 | +$10,826 | +0.72% | |
| Jane Street Group, Llc | 0.00% | 41,883 | $1,491,872 | $1,584,434 | +$92,562 | +6.20% | |
| Wt Wealth Management | 0.36% | 36,234 | $1,290,662 | $1,370,732 | +$80,070 | +6.20% | |
| Leavell Investment Management, Inc. | 0.05% | 36,154 | $1,289,048 | $1,367,706 | +$78,658 | +6.10% | |
| Fiduciary Alliance Llc | 0.09% | 35,470 | $1,263,441 | $1,341,830 | +$78,389 | +6.20% | |
| Hrt Financial Lp | 0.00% | 29,832 | $1,062,000 | $1,128,545 | +$66,545 | +6.27% | |
| Hegarty Advisors, Llc | 0.64% | 26,019 | $926,798 | $984,299 | +$57,501 | +6.20% | |
| Park Avenue Securities Llc | 0.01% | 25,693 | $915,000 | $971,966 | +$56,966 | +6.23% | |
| Principal Securities, Inc. | 0.01% | 25,259 | $899,726 | $955,548 | +$55,822 | +6.20% | |
| Compound Planning, Inc. | 0.02% | 23,653 | $842,527 | $894,793 | +$52,266 | +6.20% | |
| Flow Traders U.S. Llc | 0.03% | 21,786 | $776,000 | $824,164 | +$48,164 | +6.21% | |
| Vestgen Advisors, Llc | 0.02% | 19,600 | $698,152 | $741,468 | +$43,316 | +6.20% | |
| Vestgen Investment Management | 0.37% | 19,600 | $698,152 | $741,468 | +$43,316 | +6.20% | |
| Bank Of America Corp | 0.00% | 14,908 | $531,023 | $563,970 | +$32,947 | +6.20% | |
| Orion Porfolio Solutions, Llc | 0.00% | 14,507 | $516,739 | $548,800 | +$32,061 | +6.20% | |
| Resurgent Financial Advisors Llc | 0.12% | 12,060 | $429,577 | $456,230 | +$26,653 | +6.20% | |
| Sharp Wealth Advisory, Llc | 0.18% | 11,050 | $393,601 | $418,022 | +$24,421 | +6.20% | |
| Castleview Partners, Llc | 0.14% | 8,770 | $329,401 | $331,769 | +$2,368 | +0.72% | |
| Assetmark, Inc | 0.00% | 8,215 | $292,618 | $310,773 | +$18,155 | +6.20% | |
| Smithfield Trust Co | 0.01% | 7,000 | $250,000 | $264,810 | +$14,810 | +5.92% | |
| Jt Stratford Llc | 0.03% | 6,930 | $246,847 | $262,162 | +$15,315 | +6.20% | |
| Mml Investors Services, Llc | 0.00% | 6,926 | $246,704 | $262,011 | +$15,307 | +6.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,700 | $167,414 | $177,801 | +$10,387 | +6.20% | |
| Optiver Holding B.V. | 0.00% | 3,520 | $125,382 | $133,162 | +$7,780 | +6.20% | |
| Newedge Advisors, Llc | 0.00% | 3,000 | $106,860 | $113,490 | +$6,630 | +6.20% |
Frequently asked questions about PDBA
Who are the largest institutional holders of PDBA?
The largest institutional holders of PDBA reported in the latest SEC Form 13F filings include Proficio Capital Partners Llc, Briaud Financial Planning Inc, 3Edge Asset Management, Lp, Trek Financial, Llc, and Eastern Bank. InsiderSet ranks institutional holders by their latest reported PDBA position.
What is PDBA institutional ownership?
This page tracks PDBA positions reported by institutional investment managers through SEC Form 13F. INVESCO AGRICULTURE CMDTYK-1 (PDBA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDBA?
InsiderSet currently tracks 66 institutional managers reporting PDBA 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 PDBA shareholders.
How much PDBA stock do institutions own?
Institutional investment managers disclosed approximately $210.83M in PDBA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDBA institutional ownership last updated?
The latest PDBA 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 PDBA 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 PDBA position after the reporting date.
Are institutions buying or selling PDBA?
Institutional buying and selling can be analyzed by comparing PDBA positions across consecutive 13F reporting periods. InsiderSet's PDBA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDBA ownership changes.
How has PDBA institutional ownership changed over time?
InsiderSet tracks PDBA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.