Institutional Ownership Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC). We have compiled data on the 427 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
100,043,615
shares
|
$1.37 Billion
0.26% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
32,820,036
shares
|
$448 Million
1.23% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
30,345,354
shares
|
$415 Million
0.13% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
18,292,705
shares
|
$250 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
15,910,585
shares
|
$217 Million
1.14% of portfolio
|
Q4 2022
Added 6.45%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,454,839
shares
|
$129 Million
0.0% of portfolio
|
Q3 2025
Added 67.72%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
8,274,629
shares
|
$113 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
7,453,163
shares
|
$102 Million
3.17% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,470,138
shares
|
$74.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,021,005
shares
|
$54.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,070,816
shares
|
$41.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
2,709,276
shares
|
$37 Million
11.9% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,296,812
shares
|
$31.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,256,106
shares
|
$30.8 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,938,452
shares
|
$26.5 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
1,881,511
shares
|
$25.7 Million
0.2% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,481,204
shares
|
$20.2 Million
0.06% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,306,149
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,242,848
shares
|
$17 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,186,383
shares
|
$16.2 Million
0.83% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,072,300
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2025
Added 396.67%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
1,069,434
shares
|
$14.6 Million
3.49% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,061,808
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,060,625
shares
|
$14.5 Million
0.13% of portfolio
|
Q3 2025
Added 67.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
995,151
shares
|
$13.6 Million
0.45% of portfolio
|
Q3 2025
Added 4.95%
|
|