PJP Institutional Ownership & Shareholders
INVESCO PHARMACEUTICALS ETF (PJP) is currently held by 125 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $111.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Peak Asset Management, Llc is currently the largest disclosed institutional shareholder of PJP tracked by InsiderSet, reporting ownership valued at approximately $16.09M 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 $17.54M, representing an estimated gain of +9.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed PJP value among the investors covered in this analysis. Major shareholders include Peak Asset Management, Llc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO PHARMACEUTICALS ETF (PJP).
This page ranks the largest institutional PJP 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
125
Total Reported Value
$111.99M
Largest Holder
Peak Asset Management, Llc
Largest Position
$16.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
155
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Peak Asset Management, Llc | 2.37% | 135,861 | $16,092,316 | $17,541,014 | +$1,448,698 | +9.00% | |
| Morgan Stanley | 0.00% | 102,176 | $12,102,451 | $13,191,943 | +$1,089,492 | +9.00% | |
| Lpl Financial Llc | 0.00% | 50,062 | $5,929,706 | $6,463,505 | +$533,799 | +9.00% | |
| Trek Financial, Llc | 0.27% | 46,386 | $5,719,858 | $5,988,896 | +$269,038 | +4.70% | |
| Ubs Group Ag | 0.00% | 42,970 | $5,089,668 | $5,547,857 | +$458,189 | +9.00% | |
| Mml Investors Services, Llc | 0.01% | 39,043 | $4,624,483 | $5,040,842 | +$416,359 | +9.00% | |
| Envestnet Asset Management Inc | 0.00% | 36,897 | $4,370,343 | $4,763,772 | +$393,429 | +9.00% | |
| Bank Of America Corp | 0.00% | 30,639 | $3,629,050 | $3,955,801 | +$326,751 | +9.00% | |
| Wells Fargo & Company/Mn | 0.00% | 25,700 | $3,044,132 | $3,318,127 | +$273,995 | +9.00% | |
| Joseph Group Capital Management | 0.52% | 23,514 | $2,899,530 | $3,035,893 | +$136,363 | +4.70% | |
| Raymond James Financial Inc | 0.00% | 23,006 | $2,725,032 | $2,970,305 | +$245,273 | +9.00% | |
| Truist Financial Corp | 0.00% | 21,891 | $2,699,419 | $2,826,347 | +$126,928 | +4.70% | |
| Beacon Pointe Advisors, Llc | 0.01% | 16,871 | $1,998,307 | $2,178,215 | +$179,908 | +9.00% | |
| Royal Bank Of Canada | 0.00% | 16,832 | $1,994,000 | $2,173,180 | +$179,180 | +8.99% | |
| Trilogy Capital Inc. | 0.08% | 15,801 | $1,948,455 | $2,040,067 | +$91,612 | +4.70% | |
| Rockefeller Capital Management L.P. | 0.00% | 15,245 | $1,805,814 | $1,968,282 | +$162,468 | +9.00% | |
| Nilsine Partners, Llc | 0.11% | 12,855 | $1,585,150 | $1,659,709 | +$74,559 | +4.70% | |
| Ameriprise Financial Inc | 0.00% | 11,596 | $1,436,821 | $1,497,160 | +$60,339 | +4.20% | |
| Institute For Wealth Management, Llc. | 0.13% | 12,101 | $1,433,337 | $1,562,360 | +$129,023 | +9.00% | |
| Outlook Wealth Advisors, Llc | 0.30% | 11,290 | $1,392,183 | $1,457,652 | +$65,469 | +4.70% | |
| Dumont & Blake Investment Advisors Llc | 0.33% | 10,702 | $1,319,702 | $1,381,735 | +$62,033 | +4.70% | |
| Osaic Holdings, Inc. | 0.00% | 9,570 | $1,133,856 | $1,235,583 | +$101,727 | +8.97% | |
| Q3 Asset Management | 0.19% | 8,698 | $1,032,000 | $1,122,999 | +$90,999 | +8.82% | |
| Cetera Investment Advisers | 0.00% | 8,502 | $1,006,997 | $1,097,693 | +$90,696 | +9.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,057 | $993,502 | $1,040,239 | +$46,737 | +4.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 7,778 | $941,060 | $1,004,218 | +$63,158 | +6.71% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 7,600 | $937,156 | $981,236 | +$44,080 | +4.70% | |
| Prospera Financial Services Inc | 0.01% | 6,791 | $887,135 | $876,786 | -$10,349 | -1.17% | |
| Stifel Financial Corp | 0.00% | 6,837 | $809,765 | $882,725 | +$72,960 | +9.01% | |
| Gilpin Wealth Management, Llc | 0.54% | 6,514 | $803,242 | $841,023 | +$37,781 | +4.70% | |
| Jones Financial Companies Lllp | 0.00% | 6,749 | $800,957 | $871,363 | +$70,406 | +8.79% | |
| Flagship Harbor Advisors, Llc | 0.03% | 6,450 | $795,387 | $832,760 | +$37,373 | +4.70% | |
| Citigroup Inc | 0.00% | 5,672 | $699,414 | $732,312 | +$32,898 | +4.70% | |
| Jpmorgan Chase & Co | 0.00% | 5,708 | $677,107 | $736,960 | +$59,853 | +8.84% | |
| &Partners | 0.00% | 5,466 | $647,472 | $705,715 | +$58,243 | +9.00% | |
| Arax Advisory Partners | 0.00% | 4,929 | $583,825 | $636,383 | +$52,558 | +9.00% | |
| Independent Financial Group, Llc | 0.01% | 4,607 | $568,089 | $594,810 | +$26,721 | +4.70% | |
| Focus Partners Wealth | 0.00% | 4,511 | $534,396 | $582,415 | +$48,019 | +8.99% | |
| Whittier Trust Co Of Nevada Inc | 0.01% | 4,130 | $504,851 | $533,224 | +$28,373 | +5.62% | |
| Capital Investment Advisory Services, Llc | 0.03% | 4,081 | $503,179 | $526,898 | +$23,719 | +4.71% | |
| Diversified Enterprises, Llc | 0.02% | 4,066 | $501,414 | $524,961 | +$23,547 | +4.70% | |
| Susquehanna International Group, Llp | 0.00% | 4,151 | $491,673 | $535,936 | +$44,263 | +9.00% | |
| Summit Wealth Group Llc / Co | 0.03% | 3,904 | $481,402 | $504,045 | +$22,643 | +4.70% | |
| Simon Quick Advisors, Llc | 0.02% | 3,700 | $456,247 | $477,707 | +$21,460 | +4.70% | |
| Schmidt P J Investment Management Inc | 0.07% | 3,645 | $449,484 | $470,606 | +$21,122 | +4.70% | |
| Nicholas Hoffman & Company, Llc. | 0.01% | 3,475 | $428,502 | $448,657 | +$20,155 | +4.70% | |
| Equitable Holdings, Inc. | 0.00% | 3,516 | $416,461 | $453,951 | +$37,490 | +9.00% | |
| Stonebridge Financial Planning Group, Llc | 0.13% | 3,375 | $399,777 | $435,746 | +$35,969 | +9.00% | |
| Element Wealth, Llc | 0.15% | 3,290 | $389,690 | $424,772 | +$35,082 | +9.00% | |
| Gsa Capital Partners Llp | 0.02% | 3,108 | $368,000 | $401,274 | +$33,274 | +9.04% |
Frequently asked questions about PJP
Who are the largest institutional holders of PJP?
The largest institutional holders of PJP reported in the latest SEC Form 13F filings include Peak Asset Management, Llc, Morgan Stanley, Lpl Financial Llc, Trek Financial, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported PJP position.
What is PJP institutional ownership?
This page tracks PJP positions reported by institutional investment managers through SEC Form 13F. INVESCO PHARMACEUTICALS ETF (PJP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PJP?
InsiderSet currently tracks 125 institutional managers reporting PJP 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 PJP shareholders.
How much PJP stock do institutions own?
Institutional investment managers disclosed approximately $111.99M in PJP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PJP institutional ownership last updated?
The latest PJP 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 PJP 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 PJP position after the reporting date.
Are institutions buying or selling PJP?
Institutional buying and selling can be analyzed by comparing PJP positions across consecutive 13F reporting periods. InsiderSet's PJP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PJP ownership changes.
How has PJP institutional ownership changed over time?
InsiderSet tracks PJP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.