PDBC Institutional Ownership & Shareholders
INVESCO OPTIMUM YIELD DIVERS (PDBC) is currently held by 454 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PDBC tracked by InsiderSet, reporting ownership valued at approximately $1.06B 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 $1.29B, representing an estimated gain of +21.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PDBC value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Empower Advisory Group, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO OPTIMUM YIELD DIVERS (PDBC).
This page ranks the largest institutional PDBC 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
454
Total Reported Value
$4.23B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$1.06B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.18% | 66,878,686 | $1,062,033,539 | $1,294,771,361 | +$232,737,822 | +21.91% | |
| Empower Advisory Group, Llc | 1.24% | 32,745,235 | $519,994,334 | $633,947,750 | +$113,953,416 | +21.91% | |
| Lpl Financial Llc | 0.11% | 31,130,327 | $494,349,595 | $602,683,131 | +$108,333,536 | +21.91% | |
| Morgan Stanley | 0.02% | 19,788,993 | $314,249,222 | $383,114,904 | +$68,865,682 | +21.91% | |
| State Street Corp | 0.00% | 9,885,348 | $156,979,326 | $191,380,337 | +$34,401,011 | +21.91% | |
| Sigfig Wealth Management, Llc | 3.22% | 6,673,353 | $128,795,212 | $129,196,114 | +$400,902 | +0.31% | |
| Manufacturers Life Insurance Company, The | 0.09% | 23,747,602 | $121,121,633 | $459,753,575 | +$338,631,942 | +279.58% | |
| Charles Schwab Investment Management Inc | 0.01% | 5,491,263 | $87,201,256 | $106,310,852 | +$19,109,596 | +21.91% | |
| Bank Of America Corp | 0.00% | 3,878,921 | $61,597,263 | $75,095,911 | +$13,498,648 | +21.91% | |
| Briaud Financial Planning Inc | 10.51% | 2,468,334 | $47,638,855 | $47,786,946 | +$148,091 | +0.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 2,292,765 | $45,052,838 | $44,387,930 | -$664,908 | -1.48% | |
| Wealthspire Advisors, Llc | 0.23% | 2,659,758 | $42,236,958 | $51,492,915 | +$9,255,957 | +21.91% | |
| Gm Advisory Group, Llc | 1.59% | 2,385,149 | $41,310,779 | $46,176,485 | +$4,865,706 | +11.78% | |
| Tidal Investments Llc | 0.10% | 2,587,034 | $41,082,100 | $50,084,978 | +$9,002,878 | +21.91% | |
| Scs Capital Management Llc | 0.32% | 2,132,062 | $33,857,151 | $41,276,720 | +$7,419,569 | +21.91% | |
| Cwm, Llc | 0.08% | 1,793,833 | $31,069,186 | $34,728,607 | +$3,659,421 | +11.78% | |
| Jane Street Group, Llc | 0.02% | 1,764,472 | $28,019,815 | $34,160,178 | +$6,140,363 | +21.91% | |
| Sns Financial Group, Llc | 0.52% | 1,693,566 | $26,893,828 | $32,787,438 | +$5,893,610 | +21.91% | |
| Flow Traders U.S. Llc | 1.04% | 1,593,441 | $25,304,000 | $30,849,018 | +$5,545,018 | +21.91% | |
| Potomac Fund Management Inc | 0.60% | 1,504,900 | $23,897,812 | $29,134,864 | +$5,237,052 | +21.91% | |
| Marion Wealth Management | 4.16% | 1,090,740 | $21,051,285 | $21,116,726 | +$65,441 | +0.31% | |
| Envestnet Asset Management Inc | 0.00% | 1,286,770 | $20,426,742 | $24,911,867 | +$4,485,125 | +21.96% | |
| Osaic Holdings, Inc. | 0.02% | 1,227,800 | $19,497,767 | $23,770,208 | +$4,272,441 | +21.91% | |
| Ubs Group Ag | 0.00% | 1,208,118 | $19,184,913 | $23,389,164 | +$4,204,251 | +21.91% | |
| Susquehanna International Group, Llp | 0.02% | 1,169,282 | $18,568,198 | $22,637,300 | +$4,069,102 | +21.91% | |
| Exencial Wealth Advisors, Llc | 0.56% | 1,034,133 | $17,911,182 | $20,020,815 | +$2,109,633 | +11.78% | |
| Goldman Sachs Group Inc | 0.00% | 1,011,852 | $16,068,214 | $19,589,455 | +$3,521,241 | +21.91% | |
| Ep Wealth Advisors, Llc | 0.06% | 999,735 | $15,875,797 | $19,354,870 | +$3,479,073 | +21.91% | |
| Johnson Financial Group, Llc | 0.75% | 778,542 | $15,025,861 | $15,072,573 | +$46,712 | +0.31% | |
| Kiker Wealth Management, Llc | 5.73% | 925,387 | $14,695,149 | $17,915,492 | +$3,220,343 | +21.91% | |
| Cetera Investment Advisers | 0.01% | 889,630 | $14,127,322 | $17,223,237 | +$3,095,915 | +21.91% | |
| Hsbc Holdings Plc | 0.01% | 880,000 | $13,974,400 | $17,036,800 | +$3,062,400 | +21.91% | |
| Jacobi Capital Management Llc | 0.65% | 841,437 | $13,362,026 | $16,290,220 | +$2,928,194 | +21.91% | |
| Arax Advisory Partners | 0.09% | 828,427 | $13,155,425 | $16,038,347 | +$2,882,922 | +21.91% | |
| Brookstone Capital Management | 0.13% | 672,622 | $12,981,599 | $13,021,962 | +$40,363 | +0.31% | |
| Arkadios Wealth Advisors | 0.20% | 806,910 | $12,813,730 | $15,621,778 | +$2,808,048 | +21.91% | |
| Janney Montgomery Scott Llc | 0.02% | 801,319 | $12,725,000 | $15,513,536 | +$2,788,536 | +21.91% | |
| First American Trust, Fsb | 0.74% | 774,329 | $12,296,332 | $14,991,009 | +$2,694,677 | +21.91% | |
| Mai Capital Management | 0.05% | 748,587 | $11,887,554 | $14,492,644 | +$2,605,090 | +21.91% | |
| Symphony Financial, Ltd. Co. | 1.06% | 613,240 | $11,857,458 | $11,872,326 | +$14,868 | +0.13% | |
| Aspect Partners, Llc | 4.18% | 572,690 | $11,052,920 | $11,087,278 | +$34,358 | +0.31% | |
| Equitable Holdings, Inc. | 0.06% | 640,791 | $10,175,760 | $12,405,714 | +$2,229,954 | +21.91% | |
| Bedell Frazier Investment Counselling, Llc | 2.05% | 586,036 | $10,150,144 | $11,345,657 | +$1,195,513 | +11.78% | |
| Patton Fund Management, Inc. | 2.47% | 497,327 | $9,598,411 | $9,628,251 | +$29,840 | +0.31% | |
| Point Nemo Capital, Llc | 4.46% | 496,577 | $9,583,945 | $9,613,731 | +$29,786 | +0.31% | |
| Rockefeller Capital Management L.P. | 0.01% | 600,564 | $9,536,961 | $11,626,919 | +$2,089,958 | +21.91% | |
| Bank Of New York Mellon Corp | 0.00% | 594,908 | $9,447,149 | $11,517,419 | +$2,070,270 | +21.91% | |
| Northeast Financial Group, Inc. | 2.36% | 512,673 | $8,881,702 | $9,925,349 | +$1,043,647 | +11.75% | |
| Raymond James Financial Inc | 0.00% | 558,194 | $8,864,120 | $10,806,636 | +$1,942,516 | +21.91% | |
| Mml Investors Services, Llc | 0.02% | 539,882 | $8,573,334 | $10,452,116 | +$1,878,782 | +21.91% |
Frequently asked questions about PDBC
Who are the largest institutional holders of PDBC?
The largest institutional holders of PDBC reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Empower Advisory Group, Llc, Lpl Financial Llc, Morgan Stanley, and State Street Corp. InsiderSet ranks institutional holders by their latest reported PDBC position.
What is PDBC institutional ownership?
This page tracks PDBC positions reported by institutional investment managers through SEC Form 13F. INVESCO OPTIMUM YIELD DIVERS (PDBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDBC?
InsiderSet currently tracks 454 institutional managers reporting PDBC 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 PDBC shareholders.
How much PDBC stock do institutions own?
Institutional investment managers disclosed approximately $4.23B in PDBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDBC institutional ownership last updated?
The latest PDBC 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 PDBC 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 PDBC position after the reporting date.
Are institutions buying or selling PDBC?
Institutional buying and selling can be analyzed by comparing PDBC positions across consecutive 13F reporting periods. InsiderSet's PDBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDBC ownership changes.
How has PDBC institutional ownership changed over time?
InsiderSet tracks PDBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.