INVESCO AEROSPACE & DEFENSE (PPA) Institutional Shareholders
INVESCO AEROSPACE & DEFENSE (PPA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.39B in PPA holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PPA tracked by InsiderSet, reporting ownership valued at approximately $1.37B 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 $1.24B, representing an estimated loss of -9.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PPA value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO AEROSPACE & DEFENSE (PPA).
This page ranks the largest institutional PPA 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
567
Total Reported Value
$4.39B
Largest Holder
Bank Of America Corp
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 7,767,639 | $1,372,153,488 | $1,244,142,739 | -$128,010,749 | -9.33% | |
| Morgan Stanley | 0.02% | 2,235,301 | $394,866,012 | $358,028,161 | -$36,837,851 | -9.33% | |
| Lpl Financial Llc | 0.08% | 1,960,617 | $346,343,032 | $314,032,025 | -$32,311,007 | -9.33% | |
| Ubs Group Ag | 0.02% | 798,868 | $141,120,032 | $127,954,688 | -$13,165,344 | -9.33% | |
| Wells Fargo & Company/Mn | 0.02% | 749,896 | $132,469,067 | $120,110,842 | -$12,358,225 | -9.33% | |
| Ameriprise Financial Inc | 0.02% | 657,165 | $115,800,915 | $105,258,118 | -$10,542,797 | -9.10% | |
| Raymond James Financial Inc | 0.03% | 594,361 | $104,993,842 | $95,198,801 | -$9,795,041 | -9.33% | |
| Cetera Investment Advisers | 0.06% | 368,675 | $65,126,557 | $59,050,675 | -$6,075,882 | -9.33% | |
| Capital Asset Advisory Services Llc | 2.18% | 340,582 | $60,163,896 | $54,551,019 | -$5,612,877 | -9.33% | |
| Axxcess Wealth Management, Llc | 0.95% | 336,790 | $59,493,997 | $53,943,654 | -$5,550,343 | -9.33% | |
| Summit Trail Advisors, Llc | 0.73% | 329,916 | $58,279,635 | $52,842,646 | -$5,436,989 | -9.33% | |
| Osaic Holdings, Inc. | 0.06% | 284,558 | $50,282,364 | $45,577,655 | -$4,704,709 | -9.36% | |
| Jones Financial Companies Lllp | 0.02% | 265,171 | $45,487,363 | $42,472,439 | -$3,014,924 | -6.63% | |
| Meitav Investment House Ltd | 0.31% | 256,977 | $45,394,987 | $41,160,006 | -$4,234,981 | -9.33% | |
| Envestnet Asset Management Inc | 0.01% | 241,110 | $42,592,130 | $38,618,589 | -$3,973,541 | -9.33% | |
| Mai Capital Management | 0.14% | 213,597 | $37,731,939 | $34,211,831 | -$3,520,108 | -9.33% | |
| Commonwealth Equity Services, Llc | 0.05% | 210,373 | $37,162,435 | $33,695,443 | -$3,466,992 | -9.33% | |
| Royal Bank Of Canada | 0.01% | 205,124 | $36,236,000 | $32,854,711 | -$3,381,289 | -9.33% | |
| Modern Wealth Management, Llc | 0.41% | 196,588 | $34,727,204 | $31,487,500 | -$3,239,704 | -9.33% | |
| Mml Investors Services, Llc | 0.07% | 193,028 | $34,098,382 | $30,917,295 | -$3,181,087 | -9.33% | |
| Truist Financial Corp | 0.04% | 167,452 | $29,580,462 | $26,820,787 | -$2,759,675 | -9.33% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 1.21% | 166,184 | $29,356,404 | $26,617,691 | -$2,738,713 | -9.33% | |
| Kestra Advisory Services, Llc | 0.09% | 164,204 | $29,006,720 | $26,300,555 | -$2,706,165 | -9.33% | |
| Equitable Holdings, Inc. | 0.15% | 141,541 | $25,003,269 | $22,670,622 | -$2,332,647 | -9.33% | |
| Janney Montgomery Scott Llc | 0.05% | 140,041 | $24,738,000 | $22,430,367 | -$2,307,633 | -9.33% | |
| Stifel Financial Corp | 0.02% | 136,776 | $24,164,773 | $21,907,412 | -$2,257,361 | -9.34% | |
| Beacon Pointe Advisors, Llc | 0.11% | 130,700 | $23,088,068 | $20,934,219 | -$2,153,849 | -9.33% | |
| Composition Wealth, Llc | 0.27% | 129,192 | $22,821,757 | $20,692,683 | -$2,129,074 | -9.33% | |
| Focus Partners Wealth | 0.02% | 122,237 | $21,593,220 | $19,578,700 | -$2,014,520 | -9.33% | |
| Iht Wealth Management, Llc | 0.44% | 117,811 | $20,811,314 | $18,869,788 | -$1,941,526 | -9.33% | |
| Presidio Capital Management, Llc | 5.19% | 117,602 | $20,774,420 | $18,836,312 | -$1,938,108 | -9.33% | |
| Corient Private Wealth Llc | 0.03% | 106,281 | $18,774,536 | $17,023,028 | -$1,751,508 | -9.33% | |
| Searcy Financial Services Inc | 6.21% | 104,831 | $18,518,422 | $16,790,781 | -$1,727,641 | -9.33% | |
| J.W. Cole Advisors, Inc. | 0.30% | 99,504 | $17,577,374 | $15,937,556 | -$1,639,818 | -9.33% | |
| Greenlight Capital | David Einhorn | 0.83% | 185,521 | $17,097,615 | $29,714,899 | +$12,617,284 | +73.80% |
| Assetmark, Inc | 0.03% | 90,938 | $16,064,241 | $14,565,539 | -$1,498,702 | -9.33% | |
| Efg International Ag | 0.28% | 85,918 | $15,177,415 | $13,761,486 | -$1,415,929 | -9.33% | |
| Goldman Sachs Group Inc | 0.00% | 83,264 | $14,708,586 | $13,336,395 | -$1,372,191 | -9.33% | |
| Bnp Paribas Financial Markets | 0.01% | 80,005 | $14,132,883 | $12,814,401 | -$1,318,482 | -9.33% | |
| Private Advisor Group, Llc | 0.06% | 75,106 | $13,267,506 | $12,029,728 | -$1,237,778 | -9.33% | |
| Perigon Wealth Management, Llc | 0.21% | 75,032 | $13,254,446 | $12,017,875 | -$1,236,571 | -9.33% | |
| Valley Wealth Managers, Inc. | 0.75% | 73,622 | $13,005,354 | $11,792,036 | -$1,213,318 | -9.33% | |
| Adapt Wealth Advisors, Llc | 4.09% | 70,753 | $12,498,537 | $11,332,508 | -$1,166,029 | -9.33% | |
| Hollow Brook Wealth Management Llc | 2.24% | 63,635 | $11,241,123 | $10,192,418 | -$1,048,705 | -9.33% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 1.34% | 61,165 | $10,804,797 | $9,796,798 | -$1,007,999 | -9.33% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 60,669 | $10,717,162 | $9,717,354 | -$999,808 | -9.33% | |
| Jpmorgan Chase & Co | 0.00% | 61,770 | $10,687,448 | $9,893,701 | -$793,747 | -7.43% | |
| Pachira Investments Inc. | 3.98% | 59,748 | $10,554,507 | $9,569,837 | -$984,670 | -9.33% | |
| Newedge Advisors, Llc | 0.03% | 59,745 | $10,553,939 | $9,569,357 | -$984,582 | -9.33% | |
| Prosperity Consulting Group, Llc | 0.40% | 59,538 | $10,517,400 | $9,536,201 | -$981,199 | -9.33% |
Frequently asked questions about PPA
Who owns the most PPA stock?
The largest holders of PPA 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 AEROSPACE & DEFENSE (PPA).
Is PPA widely held by superinvestors?
Many widely followed stocks like PPA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PPA 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.