INVESCO BUILDING & CONSTRUCT PKB
$107.61
-1.3% 52w: $76.67 – $113.97
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data76.6795.32113.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
101
+11 QoQ
13F value
$188.5M
+89.8% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$222K calls / — puts
Institutional value by quarter
Number of holders
Who owns PKB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 304.3K | $29.7M | 0.0% | +3327.1% |
| MORGAN STANLEY | Bank broker | 292.3K | $28.5M | 0.0% | +188.3% |
| LPL Financial LLC | Bank broker | 214.3K | $20.9M | 0.0% | +22.7% |
| Cetera Investment Advisers | Wealth advisor | 127.4K | $12.4M | 0.0% | +105.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 121.0K | $11.8M | 0.0% | +86.9% |
| ROYAL BANK OF CANADA | Bank broker | 90.2K | $8.8M | 0.0% | +308.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 64.0K | $6.2M | 0.0% | +105.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 60.1K | $5.9M | 0.0% | +51.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 49.0K | $4.8M | 0.0% | -33.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 41.0K | $4.0M | 0.0% | -4.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 37.2K | $3.6M | 0.0% | +26.3% |
| MAI Capital Management | Wealth advisor | 28.9K | $2.8M | 0.0% | 0.0% |
| HighPoint Advisor Group LLC | Wealth advisor | 28.8K | $2.8M | 0.1% | -4.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 25.5K | $2.5M | 0.0% | +9.2% |
| Great Diamond Partners, LLC | Wealth advisor | 25.3K | $2.5M | 0.5% | -4.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.5K | $2.4M | 0.0% | +941.7% |
| Capital Asset Advisory Services LLC | Wealth advisor | 20.3K | $2.2M | 0.1% | New |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 19.8K | $1.9M | 0.0% | +39.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.2K | $1.9M | 0.0% | +90.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 17.2K | $1.7M | 0.0% | +71.1% |
| UBS Group AG | Bank broker | 16.2K | $1.6M | 0.0% | -7.8% |
| Nilsine Partners, LLC | Other | 13.7K | $1.5M | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 14.2K | $1.4M | 0.0% | +3.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 13.8K | $1.3M | 0.0% | -1.2% |
| LOOMIS SAYLES & CO L P | Other | 13.3K | $1.3M | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 12.6K | $1.2M | 0.0% | -26.0% |
| LEUTHOLD GROUP, LLC | Other | 11.8K | $1.1M | 0.1% | +23.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 10.1K | $984K | 0.0% | +2.8% |
| DAVENPORT & Co LLC | Diversified mechanical | 9.8K | $959K | 0.0% | -42.5% |
| Quantinno Capital Management LP | Diversified mechanical | 8.6K | $843K | 0.0% | +40.5% |
| Fifth Third Securities, Inc. | Wealth advisor | 8.5K | $825K | 0.1% | +42.3% |
| Accel Wealth Management | Wealth advisor | 8.1K | $795K | 0.2% | -10.9% |
| Mariner, LLC | Diversified mechanical | 7.7K | $753K | 0.0% | -0.6% |
| IBEX WEALTH ADVISORS | Quant stat arb | 7.4K | $727K | 0.1% | New |
| Hennion & Walsh Asset Management, Inc. | Other | 7.3K | $717K | 0.0% | New |
| EP Wealth Advisors, LLC | Wealth advisor | 6.7K | $658K | 0.0% | Held |
| Equitable Holdings, Inc. | Wealth advisor | 6.4K | $626K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 6.4K | $623K | 0.0% | +90.9% |
| Elm3 Financial Group, LLC | Wealth advisor | 6.0K | $588K | 0.5% | +5.2% |
| FMR LLC | Long only active | 5.9K | $578K | 0.0% | +22.9% |
| Private Advisor Group, LLC | Wealth advisor | 5.9K | $574K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.6K | $549K | 0.0% | -21.0% |
| OneAscent Financial Services LLC | Wealth advisor | 5.5K | $537K | 0.0% | +14.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 5.1K | $499K | 0.0% | -7.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 5.0K | $486K | 0.0% | -12.8% |
| Apollon Wealth Management, LLC | Diversified mechanical | 4.9K | $479K | 0.0% | +82.5% |
| SOA Wealth Advisors, LLC. | Wealth advisor | 4.8K | $467K | 0.1% | 0.0% |
| High Point Wealth Management, LLC | Wealth advisor | 4.7K | $460K | 0.4% | +309.1% |
| Sigma Planning Corp | Wealth advisor | 4.6K | $451K | 0.0% | +11.4% |
| FLOW TRADERS U.S. LLC | Market maker | 4.1K | $401K | 0.0% | New |
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.