INVESCO OPTIMUM YIELD DIVERS PDBC
$15.87
+0.6% 52w: $12.42 – $18.91
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data12.4215.6618.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
445
+57 QoQ
13F value
$5.28B
+36.5% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.2×
$2.7M calls / $13.0M puts
Institutional value by quarter
Number of holders
Who owns PDBC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 101.8M | $1.76B | 0.4% | +2.7% |
| Empower Advisory Group, LLC | Wealth advisor | 34.5M | $597.6M | 1.6% | +4.9% |
| LPL Financial LLC | Bank broker | 30.8M | $532.8M | 0.1% | +1.6% |
| MORGAN STANLEY | Bank broker | 20.9M | $361.7M | 0.0% | +9.5% |
| STATE STREET CORP | Index provider | 8.9M | $154.8M | 0.0% | +43.2% |
| SigFig Wealth Management, LLC | Wealth advisor | 6.7M | $116.1M | 3.4% | -12.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 5.5M | $95.3M | 0.0% | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 5.5M | $94.5M | 0.1% | -37.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.9M | $84.9M | 0.0% | +3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.9M | $68.1M | 0.0% | -3.9% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 3.6M | $61.9M | 0.0% | +753.2% |
| Briaud Financial Planning Inc | Wealth advisor | 2.8M | $48.6M | 12.7% | +1.4% |
| 3EDGE Asset Management, LP | Wealth advisor | 2.8M | $47.9M | 2.3% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.7M | $46.6M | 0.0% | -14.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.4M | $42.6M | 0.1% | +107.9% |
| GM Advisory Group, LLC | Wealth advisor | 2.4M | $41.3M | 1.6% | +1.7% |
| SCS Capital Management LLC | Wealth advisor | 2.2M | $37.2M | 0.4% | +1.8% |
| Tidal Investments LLC | Diversified mechanical | 2.1M | $36.6M | 0.1% | +461.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 1.9M | $32.4M | 0.3% | -0.5% |
| CWM, LLC | Wealth advisor | 1.8M | $31.1M | 0.1% | +14.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.7M | $29.9M | 0.0% | -25.8% |
| UBS Group AG | Bank broker | 1.7M | $29.7M | 0.0% | +131.6% |
| POTOMAC FUND MANAGEMENT INC /ADV | Wealth advisor | 1.7M | $29.1M | 1.0% | New |
| Marion Wealth Management | Wealth advisor | 1.1M | $19.2M | 4.3% | -1.1% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 1.0M | $17.9M | 0.6% | -0.3% |
| HSBC HOLDINGS PLC | Bank broker | 1.0M | $17.7M | 0.0% | -22.8% |
| AVALON CAPITAL MANAGEMENT | Wealth advisor | 992.1K | $17.2M | 4.9% | New |
| AE Wealth Management LLC | Wealth advisor | 982.5K | $17.0M | 0.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 965.8K | $16.7M | 0.0% | -10.2% |
| Johnson Financial Group, LLC | Wealth advisor | 948.1K | $16.4M | 1.1% | -1.9% |
| Quadrature Capital Ltd | Diversified mechanical | 947.2K | $16.4M | 0.2% | New |
| Kiker Wealth Management, LLC | Wealth advisor | 935.5K | $16.2M | 7.7% | +3829.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 935.0K | $16.2M | 0.0% | +42.6% |
| New York Life Investment Management LLC | Insurance | 868.6K | $15.0M | 0.1% | -11.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 829.7K | $14.4M | 0.0% | +5827.4% |
| Beacon Capital Management, Inc. | Wealth advisor | 784.6K | $13.6M | 0.8% | -18.2% |
| Arkadios Wealth Advisors | Wealth advisor | 779.2K | $13.5M | 0.2% | +23.9% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Wealth advisor | 742.6K | $12.9M | 8.6% | -3.7% |
| MAI Capital Management | Wealth advisor | 737.6K | $12.8M | 0.1% | -15.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 732.4K | $12.7M | 0.0% | +2.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 730.8K | $12.7M | 0.0% | +50.0% |
| ADVISORTRUST PARTNERS, LLC | Other | 718.7K | $12.4M | 5.2% | New |
| Aspect Partners, LLC | Wealth advisor | 692.0K | $12.0M | 4.9% | +48.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 666.6K | $11.5M | 0.0% | +12.7% |
| Cetera Investment Advisers | Wealth advisor | 663.4K | $11.5M | 0.0% | +46.3% |
| Brookstone Capital Management | Wealth advisor | 603.3K | $10.4M | 0.1% | +4.6% |
| Bedell Frazier Investment Counselling, LLC ★2 | Fundamental diversified | 586.0K | $10.2M | 2.1% | +2.1% |
| ROYAL BANK OF CANADA | Bank broker | 575.2K | $10.0M | 0.0% | +151.6% |
| Mariner, LLC | Diversified mechanical | 567.1K | $9.8M | 0.0% | +285.1% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | Other | 550.0K | $9.5M | 0.3% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.