INVESCO LEISURE & ENTERTAINM (PEJ) Top Institutional Shareholders
INVESCO LEISURE & ENTERTAINM (PEJ) 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 $86.08M in PEJ holdings during the latest filing period.
Kingsview Wealth Management, Llc is currently the largest disclosed institutional shareholder of PEJ tracked by InsiderSet, reporting ownership valued at approximately $15.78M 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 $17.63M, representing an estimated gain of +11.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed PEJ value among the investors covered in this analysis. Major shareholders include Kingsview Wealth Management, Llc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO LEISURE & ENTERTAINM (PEJ).
This page ranks the largest institutional PEJ 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
79
Total Reported Value
$86.08M
Largest Holder
Kingsview Wealth Management, Llc
Largest Position
$15.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | 0.22% | 272,166 | $15,780,185 | $17,628,192 | +$1,848,007 | +11.71% | |
| Raymond James Financial Inc | 0.00% | 198,824 | $11,527,859 | $12,877,830 | +$1,349,971 | +11.71% | |
| Morgan Stanley | 0.00% | 161,275 | $9,350,788 | $10,445,782 | +$1,094,994 | +11.71% | |
| Goldman Sachs Group Inc | 0.00% | 138,616 | $8,036,956 | $8,978,158 | +$941,202 | +11.71% | |
| Prudential Plc | 0.03% | 87,600 | $5,079,048 | $5,673,852 | +$594,804 | +11.71% | |
| Wells Fargo & Company/Mn | 0.00% | 84,568 | $4,903,252 | $5,477,469 | +$574,217 | +11.71% | |
| Bank Of America Corp | 0.00% | 72,853 | $4,224,033 | $4,718,689 | +$494,656 | +11.71% | |
| Lpl Financial Llc | 0.00% | 69,026 | $4,002,155 | $4,470,814 | +$468,659 | +11.71% | |
| Bnp Paribas Financial Markets | 0.00% | 40,093 | $2,324,592 | $2,596,824 | +$272,232 | +11.71% | |
| Kwmg, Llc | 0.19% | 39,406 | $2,284,761 | $2,552,327 | +$267,566 | +11.71% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,769 | $1,552,067 | $1,733,828 | +$181,761 | +11.71% | |
| Outlook Wealth Advisors, Llc | 0.25% | 18,022 | $1,044,933 | $1,167,285 | +$122,352 | +11.71% | |
| Osaic Holdings, Inc. | 0.00% | 17,923 | $1,039,268 | $1,160,873 | +$121,605 | +11.70% | |
| Hightower Advisors, Llc | 0.00% | 16,818 | $975,140 | $1,089,302 | +$114,162 | +11.71% | |
| Ubs Group Ag | 0.00% | 16,522 | $957,946 | $1,070,130 | +$112,184 | +11.71% | |
| Citadel Advisors Llc | 0.00% | 14,571 | $844,827 | $943,764 | +$98,937 | +11.71% | |
| Royal Bank Of Canada | 0.00% | 14,572 | $844,000 | $943,828 | +$99,828 | +11.83% | |
| Independent Financial Group, Llc | 0.01% | 16,220 | $831,988 | $1,050,569 | +$218,581 | +26.27% | |
| Tower Research Capital Llc (Trc) | 0.02% | 13,652 | $791,543 | $884,240 | +$92,697 | +11.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,549 | $785,559 | $877,569 | +$92,010 | +11.71% | |
| Gateway Wealth Partners, Llc | 0.02% | 10,594 | $614,244 | $686,173 | +$71,929 | +11.71% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 8,711 | $505,082 | $564,211 | +$59,129 | +11.71% | |
| Ameriprise Financial Inc | 0.00% | 8,420 | $488,218 | $545,363 | +$57,145 | +11.70% | |
| Ironwood Financial, Llc | 0.08% | 7,780 | $451,086 | $503,911 | +$52,825 | +11.71% | |
| Jones Financial Companies Lllp | 0.00% | 7,936 | $447,095 | $514,015 | +$66,920 | +14.97% | |
| Envestnet Asset Management Inc | 0.00% | 7,703 | $446,611 | $498,923 | +$52,312 | +11.71% | |
| Navis Wealth Advisors, Llc | 0.23% | 7,658 | $444,026 | $496,009 | +$51,983 | +11.71% | |
| Flagship Harbor Advisors, Llc | 0.02% | 7,272 | $421,617 | $471,007 | +$49,390 | +11.71% | |
| Susquehanna International Group, Llp | 0.00% | 7,197 | $417,282 | $466,150 | +$48,868 | +11.71% | |
| Cetera Investment Advisers | 0.00% | 7,099 | $411,599 | $459,802 | +$48,203 | +11.71% | |
| Fmr Llc | 0.00% | 6,314 | $366,114 | $408,958 | +$42,844 | +11.70% | |
| Jane Street Group, Llc | 0.00% | 6,183 | $358,490 | $400,473 | +$41,983 | +11.71% | |
| Quantinno Capital Management Lp | 0.00% | 5,971 | $346,199 | $386,742 | +$40,543 | +11.71% | |
| Citigroup Inc | 0.00% | 5,720 | $331,646 | $370,484 | +$38,838 | +11.71% | |
| Kestra Advisory Services, Llc | 0.00% | 5,085 | $294,839 | $329,355 | +$34,516 | +11.71% | |
| Heritage Trust Co | 0.03% | 5,045 | $292,510 | $326,765 | +$34,255 | +11.71% | |
| Guardian Asset Advisors, Llc | 0.15% | 4,313 | $250,023 | $279,353 | +$29,330 | +11.73% | |
| First International Bank Of Israel Ltd. | 0.07% | 4,191 | $242,994 | $271,451 | +$28,457 | +11.71% | |
| Quadcap Wealth Management, Llc | 0.03% | 4,062 | $235,515 | $263,096 | +$27,581 | +11.71% | |
| Cwm, Llc | 0.00% | 2,986 | $173,128 | $193,403 | +$20,275 | +11.71% | |
| National Bank Of Canada | 0.00% | 2,268 | $131,499 | $146,898 | +$15,399 | +11.71% | |
| Barclays Plc | 0.00% | 2,160 | $125,237 | $139,903 | +$14,666 | +11.71% | |
| Physician Wealth Advisors, Inc. | 0.02% | 1,966 | $113,963 | $127,338 | +$13,375 | +11.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,830 | $106,103 | $118,529 | +$12,426 | +11.71% | |
| Stelac Advisory Services Llc | 0.02% | 1,762 | $102,161 | $114,125 | +$11,964 | +11.71% | |
| Sound Income Strategies, Llc | 0.00% | 1,716 | $100,695 | $111,145 | +$10,450 | +10.38% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,644 | $95,328 | $106,482 | +$11,154 | +11.70% | |
| Ifp Advisors, Inc | 0.00% | 1,610 | $93,348 | $104,280 | +$10,932 | +11.71% | |
| Fifth Third Bancorp | 0.00% | 1,100 | $63,778 | $71,247 | +$7,469 | +11.71% | |
| Harbour Investments, Inc. | 0.00% | 1,024 | $59,422 | $66,324 | +$6,902 | +11.62% |
Frequently asked questions about PEJ
Who owns the most PEJ stock?
The largest holders of PEJ 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 LEISURE & ENTERTAINM (PEJ).
Is PEJ widely held by superinvestors?
Many widely followed stocks like PEJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PEJ 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.