Who Owns INVESCO (PJP)? -- Institutional Holders (2026-06-30)

135 institutions reported holding $99.4M of INVESCO (PJP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Peak Asset Management, LLC ($16.1M), MORGAN STANLEY ($12.1M), LPL Financial LLC ($5.9M), UBS Group AG ($5.1M), MML INVESTORS SERVICES, LLC ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Peak Asset Management, LLC$16.1M135,861Added
2MORGAN STANLEY$12.1M102,176Trimmed
3LPL Financial LLC$5.9M50,062Trimmed
4UBS Group AG$5.1M42,970Trimmed
5MML INVESTORS SERVICES, LLC$4.6M39,043Added
6ENVESTNET ASSET MANAGEMENT INC$4.4M36,897Added
7BANK OF AMERICA CORP /DE/$3.6M30,639Trimmed
8WELLS FARGO & COMPANY/MN$3.0M25,700Trimmed
9RAYMOND JAMES FINANCIAL INC$2.7M23,006Trimmed
10Joseph Group Capital Management$2.7M22,966Added
11DUMONT & BLAKE INVESTMENT ADVISORS LLC$2.2M18,231Added
12Beacon Pointe Advisors, LLC$2.0M16,871New
13Royal Bank of Canada$2.0M16,832Trimmed
14Trilogy Capital Inc.$1.8M15,476Trimmed
15Rockefeller Capital Management L.P.$1.8M15,245Added
16AMERIPRISE FINANCIAL INC$1.4M11,596Trimmed
17Institute for Wealth Management, LLC.$1.4M12,101Added
18SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M10,251Added
19OSAIC HOLDINGS, INC.$1.1M9,570Added
20Q3 Asset Management$1.0M8,698Added
21Cetera Investment Advisers$1.0M8,502Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$981,3198,285Trimmed
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$922,0827,778Added
24Cambridge Investment Research Advisors, Inc.$913,0007,708Trimmed
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$876,0697,396Added

Source: SEC Form 13F filings · as of 2026-06-30