Invesco Optimum Yield Divers ETF (PDBC): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of PDBC (all 13F filers)
- Wells Fargo66.9 MBank or trading desk−34.9 M
- Empower Advisory Group32.7 MWealth adviser−1.8 M
- LPL Financial31.1 MWealth adviser+368 K
- Morgan Stanley19.8 MBank or trading desk−1.1 M
- State Street9.9 MIndex manager+948 K
- SigFig Wealth Management6.9 MWealth adviser+220 K
- Charles Schwab Investment Management5.5 MIndex manager−11 K
- Bank of America3.9 MBank or trading desk−1.0 M
- Northwestern Mutual Wealth Management2.7 MWealth adviser+19 K
- Wealthspire Advisors2.7 MType not verified+2.5 M
- Shares
- 66.9 M
- Change
- −34.9 M
See more
- Type
- Bank or trading desk
- Value
- $1.1 bn
- Shares
- 32.7 M
- Change
- −1.8 M
See more
- Type
- Wealth adviser
- Value
- $520M
- Shares
- 31.1 M
- Change
- +368 K
See more
- Type
- Wealth adviser
- Value
- $494M
- Shares
- 19.8 M
- Change
- −1.1 M
See more
- Type
- Bank or trading desk
- Value
- $314M
- Shares
- 9.9 M
- Change
- +948 K
See more
- Type
- Index manager
- Value
- $157M
- Shares
- 6.9 M
- Change
- +220 K
See more
- Type
- Wealth adviser
- Value
- $110M
- Shares
- 5.5 M
- Change
- −11 K
See more
- Type
- Index manager
- Value
- $87.2M
- Shares
- 3.9 M
- Change
- −1.0 M
See more
- Type
- Bank or trading desk
- Value
- $61.6M
- Shares
- 2.7 M
- Change
- +19 K
See more
- Type
- Wealth adviser
- Value
- $43.0M
- Shares
- 2.7 M
- Change
- +2.5 M
See more
- Type
- Type not verified
- Value
- $42.2M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗