INVESCO OPTIMUM YIELD DIVERS (PDBC) Top Institutional Shareholders
INVESCO OPTIMUM YIELD DIVERS (PDBC) 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 $5.19B in PDBC holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PDBC tracked by InsiderSet, reporting ownership valued at approximately $1.76B 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 $1.68B, representing an estimated loss of -4.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
441
Total Reported Value
$5.19B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$1.76B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
79
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.35% | 101,757,943 | $1,762,447,576 | $1,683,076,377 | -$79,371,199 | -4.50% | |
| Empower Advisory Group, Llc | 1.55% | 34,501,583 | $597,567,417 | $570,656,183 | -$26,911,234 | -4.50% | |
| Lpl Financial Llc | 0.14% | 30,761,921 | $532,796,465 | $508,802,173 | -$23,994,292 | -4.50% | |
| Morgan Stanley | 0.02% | 20,883,049 | $361,694,430 | $345,405,630 | -$16,288,800 | -4.50% | |
| State Street Corp | 0.01% | 8,937,847 | $154,803,510 | $147,831,989 | -$6,971,521 | -4.50% | |
| Sigfig Wealth Management, Llc | 3.40% | 6,701,694 | $116,072,877 | $110,846,019 | -$5,226,858 | -4.50% | |
| Charles Schwab Investment Management Inc | 0.01% | 5,502,629 | $95,305,534 | $91,013,484 | -$4,292,050 | -4.50% | |
| Manufacturers Life Insurance Company, The | 0.08% | 5,458,835 | $94,547,014 | $90,289,131 | -$4,257,883 | -4.50% | |
| Bank Of America Corp | 0.01% | 4,899,404 | $84,857,669 | $81,036,142 | -$3,821,527 | -4.50% | |
| Envestnet Asset Management Inc | 0.02% | 3,931,949 | $68,101,359 | $65,034,436 | -$3,066,923 | -4.50% | |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | 3,574,466 | $61,909,751 | $59,121,668 | -$2,788,083 | -4.50% | |
| Briaud Financial Planning Inc | 12.75% | 2,807,161 | $48,620,248 | $46,430,443 | -$2,189,805 | -4.50% | |
| 3Edge Asset Management, Lp | 2.31% | 2,757,165 | $47,882,578 | $45,603,509 | -$2,279,069 | -4.76% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 2,688,512 | $46,565,048 | $44,467,988 | -$2,097,060 | -4.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 2,430,144 | $42,576,126 | $40,194,582 | -$2,381,544 | -5.59% | |
| Gm Advisory Group, Llc | 1.59% | 2,385,149 | $41,310,779 | $39,450,364 | -$1,860,415 | -4.50% | |
| Scs Capital Management Llc | 0.39% | 2,150,175 | $37,241,023 | $35,563,895 | -$1,677,129 | -4.50% | |
| Tidal Investments Llc | 0.11% | 2,113,512 | $36,606,028 | $34,957,488 | -$1,648,540 | -4.50% | |
| Cwm, Llc | 0.08% | 1,793,833 | $31,069,186 | $29,669,998 | -$1,399,188 | -4.50% | |
| Hightower Advisors, Llc | 0.03% | 1,727,139 | $29,914,048 | $28,566,879 | -$1,347,169 | -4.50% | |
| Ubs Group Ag | 0.01% | 1,715,906 | $29,719,492 | $28,381,085 | -$1,338,407 | -4.50% | |
| Potomac Fund Management Inc | 1.01% | 1,682,529 | $29,141,402 | $27,829,030 | -$1,312,372 | -4.50% | |
| Marion Wealth Management | 4.27% | 1,109,809 | $19,221,896 | $18,356,241 | -$865,655 | -4.50% | |
| Exencial Wealth Advisors, Llc | 0.56% | 1,034,133 | $17,911,182 | $17,104,560 | -$806,622 | -4.50% | |
| Hsbc Holdings Plc | 0.01% | 1,021,000 | $17,683,720 | $16,887,340 | -$796,380 | -4.50% | |
| Avalon Capital Management | 4.85% | 992,122 | $17,183,553 | $16,409,698 | -$773,855 | -4.50% | |
| Ae Wealth Management Llc | 0.09% | 982,521 | $17,017,269 | $16,250,897 | -$766,372 | -4.50% | |
| Goldman Sachs Group Inc | 0.00% | 965,762 | $16,727,003 | $15,973,703 | -$753,300 | -4.50% | |
| Johnson Financial Group, Llc | 1.09% | 948,117 | $16,421,379 | $15,681,855 | -$739,524 | -4.50% | |
| Quadrature Capital Ltd | 0.20% | 947,179 | $16,405,140 | $15,666,341 | -$738,799 | -4.50% | |
| Kiker Wealth Management, Llc | 7.74% | 935,518 | $16,203,174 | $15,473,468 | -$729,706 | -4.50% | |
| New York Life Investment Management Llc | 0.13% | 868,553 | $15,043,338 | $14,365,867 | -$677,471 | -4.50% | |
| Beacon Capital Management, Inc. | 0.77% | 784,552 | $13,588,441 | $12,976,490 | -$611,951 | -4.50% | |
| Arkadios Wealth Advisors | 0.22% | 779,151 | $13,494,892 | $12,887,158 | -$607,734 | -4.50% | |
| Integrated Capital Management, Inc. | 8.55% | 742,616 | $12,862,108 | $12,282,869 | -$579,239 | -4.50% | |
| Mai Capital Management | 0.07% | 737,565 | $12,774,620 | $12,199,325 | -$575,295 | -4.50% | |
| Osaic Holdings, Inc. | 0.02% | 732,390 | $12,685,396 | $12,113,731 | -$571,665 | -4.51% | |
| Raymond James Financial Inc | 0.00% | 730,824 | $12,657,862 | $12,087,829 | -$570,033 | -4.50% | |
| Advisortrust Partners, Llc | 5.18% | 718,719 | $12,448,213 | $11,887,612 | -$560,601 | -4.50% | |
| Aspect Partners, Llc | 4.90% | 691,959 | $11,984,731 | $11,445,002 | -$539,729 | -4.50% | |
| Mml Investors Services, Llc | 0.03% | 666,552 | $11,544,674 | $11,024,770 | -$519,904 | -4.50% | |
| Cetera Investment Advisers | 0.01% | 663,382 | $11,489,777 | $10,972,338 | -$517,439 | -4.50% | |
| Brookstone Capital Management | 0.12% | 603,315 | $10,449,411 | $9,978,830 | -$470,581 | -4.50% | |
| Bedell Frazier Investment Counselling, Llc | 2.05% | 586,036 | $10,150,144 | $9,693,035 | -$457,109 | -4.50% | |
| Royal Bank Of Canada | 0.00% | 575,181 | $9,963,000 | $9,513,494 | -$449,506 | -4.51% | |
| Mariner, Llc | 0.01% | 567,149 | $9,823,026 | $9,380,644 | -$442,382 | -4.50% | |
| Lockheed Martin Investment Management Co | 0.35% | 550,000 | $9,526,000 | $9,097,000 | -$429,000 | -4.50% | |
| Plan Group Financial, Llc | 2.20% | 541,379 | $9,376,680 | $8,954,409 | -$422,271 | -4.50% | |
| Alm First Financial Advisors, Llc | 1.66% | 535,140 | $9,268,625 | $8,851,216 | -$417,409 | -4.50% | |
| Choreo, Llc | 0.11% | 514,233 | $8,906,518 | $8,505,414 | -$401,104 | -4.50% |
Frequently asked questions about PDBC
Who owns the most PDBC stock?
The largest holders of PDBC 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 OPTIMUM YIELD DIVERS (PDBC).
Is PDBC widely held by superinvestors?
Many widely followed stocks like PDBC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDBC 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.