Who owns Invesco 0-5 Yr US TIPS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBTP from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 29 institutions disclosed 1.8M shares of Invesco 0-5 Yr US TIPS ETF worth $47.0M — about 68.9% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$47.0M
value, 2026 filers
68.9%
of shares outstanding (1.8M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBTP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 858,607 | $22.0M | 0.0% | 32.3% | +10.3% |
| 2 | Tidemark, LLC | 272,095 | $7.0M | 1.6% | 10.2% | +71.9% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 187,908 | $4.8M | 0.0% | 7.1% | +3.3% |
| 4 | Sowell Financial Services LLC | 79,397 | $2.0M | 0.1% | 3% | -13.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 58,729 | $1.5M | 0.0% | 2.2% | +27.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 55,821 | $1.4M | 0.0% | 2.1% | +10.1% |
| 7 | Kelly Financial Services LLC | 50,618 | $1.3M | 0.3% | 1.9% | +31.3% |
| 8 | RAYMOND JAMES FINANCIAL INC | 46,377 | $1.2M | 0.0% | 1.7% | +3.8% |
| 9 | GOLDMAN SACHS GROUP INC | 35,687 | $915,550 | 0.0% | 1.3% | -41.4% |
| 10 | Trilogy Capital Inc. | 33,389 | $856,595 | 0.0% | 1.3% | -0.3% |
| 11 | Beacon Pointe Advisors, LLC | 25,100 | $643,941 | 0.0% | 0.9% | -15.2% |
| 12 | Arkadios Wealth Advisors | 23,121 | $593,174 | 0.0% | 0.9% | -4.8% |
| 13 | OSAIC HOLDINGS, INC. | 22,333 | $572,999 | 0.0% | 0.8% | +5.6% |
| 14 | Hobart Private Capital, LLCNEW | 19,294 | $494,988 | 0.1% | 0.7% | new |
| 15 | MML INVESTORS SERVICES, LLC | 18,627 | $477,874 | 0.0% | 0.7% | +25.7% |
| 16 | Centerpoint Advisory Group | 11,536 | $295,957 | 0.2% | 0.4% | -1.9% |
| 17 | BETO FINANCIAL GROUP, LLCNEW | 10,707 | $274,956 | 0.1% | 0.4% | new |
| 18 | Private Advisor Group, LLCNEW | 9,361 | $240,160 | 0.0% | 0.4% | new |
| 19 | Destiny Capital Corp/CO | 7,888 | $202,367 | 0.1% | 0.3% | 0.0% |
| 20 | Highland Investment Advisors LLCNEW | 2,649 | $67,970 | 0.0% | 0.1% | new |
| 21 | ROYAL BANK OF CANADA | 1,594 | $41,000 | 0.0% | 0.1% | -2.0% |
| 22 | BlackRock, Inc. | 1,283 | $32,915 | 0.0% | 0% | 0.0% |
| 23 | PRIVATE TRUST CO NA | 400 | $10,262 | 0.0% | 0% | +60.0% |
| 24 | UBS Group AG | 161 | $4,130 | 0.0% | 0% | -87.4% |
| 25 | Arax Advisory Partners | 106 | $2,720 | 0.0% | 0% | +100.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.