INVESCO OPTIMUM YIELD DIVERS (PDBC) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.20B 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 $1.06B 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 $1.20B, representing an estimated gain of +12.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
443
Total Reported Value
$4.20B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$1.06B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | $1,197,797,266 | +$135,763,727 | +12.78% | |
| Empower Advisory Group, Llc | 1.24% | 32,745,235 | $519,994,334 | $586,467,159 | +$66,472,825 | +12.78% | |
| Lpl Financial Llc | 0.11% | 31,130,327 | $494,349,595 | $557,544,157 | +$63,194,562 | +12.78% | |
| Morgan Stanley | 0.02% | 19,788,993 | $314,249,222 | $354,420,865 | +$40,171,643 | +12.78% | |
| State Street Corp | 0.00% | 9,885,348 | $156,979,326 | $177,046,583 | +$20,067,257 | +12.78% | |
| Manufacturers Life Insurance Company, The | 0.09% | 23,747,602 | $121,121,633 | $425,319,552 | +$304,197,919 | +251.15% | |
| Sigfig Wealth Management, Llc | 2.91% | 6,921,377 | $109,634,123 | $123,961,862 | +$14,327,739 | +13.07% | |
| Charles Schwab Investment Management Inc | 0.01% | 5,491,263 | $87,201,256 | $98,348,520 | +$11,147,264 | +12.78% | |
| Sixth Street Partners Management Company, L.P. | 0.01% | 5,491,263 | $87,201,256 | $98,348,520 | +$11,147,264 | +12.78% | |
| Bank Of America Corp | 0.00% | 3,878,921 | $61,597,263 | $69,471,475 | +$7,874,212 | +12.78% | |
| Wealthspire Advisors, Llc | 0.23% | 2,659,758 | $42,236,958 | $47,636,266 | +$5,399,308 | +12.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 2,520,532 | $41,437,539 | $45,142,728 | +$3,705,189 | +8.94% | |
| Gm Advisory Group, Llc | 1.59% | 2,385,149 | $41,310,779 | $42,718,019 | +$1,407,240 | +3.41% | |
| Tidal Investments Llc | 0.10% | 2,587,034 | $41,082,100 | $46,333,779 | +$5,251,679 | +12.78% | |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | 2,459,767 | $39,061,100 | $44,054,427 | +$4,993,327 | +12.78% | |
| Scs Capital Management Llc | 0.32% | 2,132,062 | $33,857,151 | $38,185,230 | +$4,328,079 | +12.78% | |
| Cwm, Llc | 0.08% | 1,793,833 | $31,069,186 | $32,127,549 | +$1,058,363 | +3.41% | |
| Jane Street Group, Llc | 0.02% | 1,764,472 | $28,019,815 | $31,601,694 | +$3,581,879 | +12.78% | |
| Sns Financial Group, Llc | 0.52% | 1,693,566 | $26,893,828 | $30,331,767 | +$3,437,939 | +12.78% | |
| Hightower Advisors, Llc | 0.03% | 1,673,863 | $26,580,952 | $29,978,886 | +$3,397,934 | +12.78% | |
| Briaud Financial Planning Inc | 6.98% | 1,672,011 | $26,551,542 | $29,945,717 | +$3,394,175 | +12.78% | |
| Potomac Fund Management Inc | 0.60% | 1,504,900 | $23,897,812 | $26,952,759 | +$3,054,947 | +12.78% | |
| Envestnet Asset Management Inc | 0.00% | 1,286,770 | $20,426,742 | $23,046,051 | +$2,619,309 | +12.82% | |
| Osaic Holdings, Inc. | 0.02% | 1,227,800 | $19,497,767 | $21,989,898 | +$2,492,131 | +12.78% | |
| Ubs Group Ag | 0.00% | 1,208,118 | $19,184,913 | $21,637,393 | +$2,452,480 | +12.78% | |
| Susquehanna International Group, Llp | 0.02% | 1,169,282 | $18,568,198 | $20,941,841 | +$2,373,643 | +12.78% | |
| Exencial Wealth Advisors, Llc | 0.56% | 1,034,133 | $17,911,182 | $18,521,322 | +$610,140 | +3.41% | |
| Marion Wealth Management | 3.48% | 1,073,833 | $17,052,472 | $19,232,349 | +$2,179,877 | +12.78% | |
| Goldman Sachs Group Inc | 0.00% | 1,011,852 | $16,068,214 | $18,122,269 | +$2,054,055 | +12.78% | |
| Ep Wealth Advisors, Llc | 0.06% | 999,735 | $15,875,797 | $17,905,254 | +$2,029,457 | +12.78% | |
| Kiker Wealth Management, Llc | 5.73% | 925,387 | $14,695,149 | $16,573,681 | +$1,878,532 | +12.78% | |
| Cetera Investment Advisers | 0.01% | 889,630 | $14,127,322 | $15,933,273 | +$1,805,951 | +12.78% | |
| Hsbc Holdings Plc | 0.01% | 880,000 | $13,974,400 | $15,760,800 | +$1,786,400 | +12.78% | |
| Jacobi Capital Management Llc | 0.65% | 841,437 | $13,362,026 | $15,070,137 | +$1,708,111 | +12.78% | |
| Arax Advisory Partners | 0.09% | 828,427 | $13,155,425 | $14,837,128 | +$1,681,703 | +12.78% | |
| Johnson Financial Group, Llc | 0.69% | 810,757 | $12,874,815 | $14,520,658 | +$1,645,843 | +12.78% | |
| Arkadios Wealth Advisors | 0.20% | 806,910 | $12,813,730 | $14,451,758 | +$1,638,028 | +12.78% | |
| First American Trust, Fsb | 0.74% | 774,329 | $12,296,332 | $13,868,232 | +$1,571,900 | +12.78% | |
| Mai Capital Management | 0.05% | 748,587 | $11,887,554 | $13,407,193 | +$1,519,639 | +12.78% | |
| Aspect Partners, Llc | 3.89% | 656,455 | $10,424,500 | $11,757,109 | +$1,332,609 | +12.78% | |
| Brookstone Capital Management | 0.10% | 642,493 | $10,202,784 | $11,507,050 | +$1,304,266 | +12.78% | |
| Bedell Frazier Investment Counselling, Llc | 2.05% | 586,036 | $10,150,144 | $10,495,905 | +$345,761 | +3.41% | |
| Rockefeller Capital Management L.P. | 0.01% | 600,564 | $9,536,961 | $10,756,101 | +$1,219,140 | +12.78% | |
| Bank Of New York Mellon Corp | 0.00% | 594,908 | $9,447,149 | $10,654,802 | +$1,207,653 | +12.78% | |
| Northeast Financial Group, Inc. | 2.36% | 512,673 | $8,881,702 | $9,181,973 | +$300,271 | +3.38% | |
| Raymond James Financial Inc | 0.00% | 558,194 | $8,864,120 | $9,997,255 | +$1,133,135 | +12.78% | |
| Mml Investors Services, Llc | 0.02% | 539,882 | $8,573,334 | $9,669,287 | +$1,095,953 | +12.78% | |
| Patton Fund Management, Inc. | 1.74% | 507,468 | $8,058,592 | $9,088,752 | +$1,030,160 | +12.78% | |
| Choreo, Llc | 0.09% | 505,659 | $8,029,863 | $9,056,353 | +$1,026,490 | +12.78% | |
| Avalon Capital Management | 1.90% | 505,048 | $8,020,162 | $9,045,410 | +$1,025,248 | +12.78% |
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.