PBUS Institutional Ownership
Invesco MSCI USA ETF
1W: -0.2%
1M: +0.7%
3M: +2.4%
YTD: +12.5%
1Y: +14.7%
3Y: +86.0%
5Y: +79.9%
$77.19
+0.62 (+0.81%)
Weekly Expected Move ±1.5%
$75
$76
$77
$78
$80
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PBUS
69
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
7B
Total Invested
13
New Positions
19
Increased
27
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | National Pension Service | 47,382,366 | 3.7B | — | +0.0% | 22Q | SEC ↗ |
| 2 | MORGAN STANLEY | 22,037,615 | 1.7B | -1,831,801 | -7.7% | 25Q | SEC ↗ |
| 3 | Connor, Clark & Lunn Investment Manage | 9,625,100 | 743M | — | +0.0% | 7Q | SEC ↗ |
| 4 | Metis Global Partners, LLC | 2,895,784 | 224M | +2,430,138 | +521.9% | 9Q | SEC ↗ |
| 5 | Ensign Peak Advisors, Inc | 2,617,291 | 202M | -63,370 | -2.4% | 3Q | SEC ↗ |
| 6 | PANAGORA ASSET MANAGEMENT INC | 2,314,826 | 179M | +663,372 | +40.2% | 5Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2,224,490 | 172M | +24,804 | +1.1% | 2Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,639,317 | 127M | -61,464 | -3.6% | 7Q | SEC ↗ |
| 9 | Invesco Ltd. | 1,107,859 | 86M | -110,872 | -9.1% | 9Q | SEC ↗ |
| 10 | Capital Asset Advisory Services LLC | 1,031,900 | 80M | +58,906 | +6.1% | 12Q | SEC ↗ |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 1,025,175 | 79M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Mirae Asset Global Investments Co., Lt | 898,741 | 69M | +173,648 | +23.9% | 10Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 750,191 | 58M | +240,897 | +47.3% | 8Q | SEC ↗ |
| 14 | LPL Financial LLC | 301,125 | 23M | -4,697 | -1.5% | 26Q | SEC ↗ |
| 15 | MGO ONE SEVEN LLC NEW | 292,399 | 23M | — | +0.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 231,677 | 18M | +168,147 | +264.7% | 9Q | SEC ↗ |
| 17 | OVERSEA-CHINESE BANKING Corp Ltd | 186,830 | 14M | -43,260 | -18.8% | 3Q | SEC ↗ |
| 18 | &PARTNERS NEW | 163,267 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Mivtachim The Workers Social Insurance NEW | 154,592 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Vestcor Inc | 131,253 | 10M | -5,880 | -4.3% | 5Q | SEC ↗ |
| 21 | UBS Group AG | 98,012 | 8M | -369,575 | -79.0% | 9Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 69,252 | 5M | +26,216 | +60.9% | 9Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 69,143 | 5M | -12,929 | -15.8% | 4Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 58,588 | 5M | +2,865 | +5.1% | 2Q | SEC ↗ |
| 25 | Empower Advisory Group, LLC | 48,305 | 4M | -26,409 | -35.3% | 6Q | SEC ↗ |
| 26 | KESTRA PRIVATE WEALTH SERVICES, LLC | 30,305 | 2M | +469 | +1.6% | 6Q | SEC ↗ |
| 27 | Altus Wealth Group LLC | 24,277 | 2M | -12,990 | -34.9% | 9Q | SEC ↗ |
| 28 | Jaffetilchin Investment Partners, LLC | 17,842 | 1M | +55 | +0.3% | 14Q | SEC ↗ |
| 29 | IAG Wealth Partners, LLC | 15,833 | 1M | -2,520 | -13.7% | 21Q | SEC ↗ |
| 30 | HRT FINANCIAL LP | 11,046 | 853K | +3,058 | +38.3% | 2Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 8,305 | 641K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Retirement Planning Group, LLC | 7,805 | 602K | +2,705 | +53.0% | 2Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 6,662 | 514K | -3,794 | -36.3% | 14Q | SEC ↗ |
| 34 | Migdal Insurance & Financial Holdings NEW | 6,540 | 505K | — | +0.0% | 1Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 6,140 | 474K | -128,140 | -95.4% | 3Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 5,813 | 449K | +2,655 | +84.1% | 8Q | SEC ↗ |
| 37 | RHUMBLINE ADVISERS | 5,574 | 430K | -28,143 | -83.5% | 4Q | SEC ↗ |
| 38 | D. E. Shaw & Co., Inc. NEW | 5,193 | 401K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Strategies Wealth Advisors, LLC NEW | 4,784 | 369K | — | +0.0% | 1Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 4,212 | 325K | +48 | +1.2% | 9Q | SEC ↗ |
| 41 | BNP PARIBAS FINANCIAL MARKETS NEW | 4,196 | 324K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Collaborative Wealth Managment Inc. | 3,759 | 290K | -34 | -0.9% | 17Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. | 3,379 | 261K | -6,722 | -66.5% | 13Q | SEC ↗ |
| 44 | IFP Advisors, Inc | 3,173 | 245K | -642 | -16.8% | 5Q | SEC ↗ |
| 45 | FMR LLC | 1,861 | 144K | +217 | +13.2% | 10Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 1,341 | 104K | -209 | -13.5% | 23Q | SEC ↗ |
| 47 | Tower Research Capital LLC (TRC) NEW | 1,199 | 93K | — | +0.0% | 1Q | SEC ↗ |
| 48 | TOP Private Wealth LLC. NEW | 1,196 | 92K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 1,125 | 87K | +875 | +350.0% | 4Q | SEC ↗ |
| 50 | ROYAL BANK OF CANADA | 900 | 69K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 1,025,175 | 79M |
| MGO ONE SEVEN LLC | 292,399 | 23M |
| &PARTNERS | 163,267 | 13M |
| Mivtachim The Workers Social Insura | 154,592 | 12M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 8,305 | 641K |
| Migdal Insurance & Financial Holdin | 6,540 | 505K |
| D. E. Shaw & Co., Inc. | 5,193 | 401K |
| Strategies Wealth Advisors, LLC | 4,784 | 369K |
| BNP PARIBAS FINANCIAL MARKETS | 4,196 | 324K |
| Tower Research Capital LLC (TRC) | 1,199 | 93K |
| TOP Private Wealth LLC. | 1,196 | 92K |
| CITIGROUP INC | 712 | 55K |
| Integrated Wealth Concepts LLC | 518 | 40K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 21,066 | 2M |
| CITADEL ADVISORS LLC | 12,797 | 988K |
| MARSHALL WACE, LLP | 11,200 | 865K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,082 | 392K |
| Root Financial Partners, LLC | 166 | 13K |
| Abound Wealth Management | 95 | 7K |
| Allworth Financial LP | 90 | 7K |
| MCF Advisors LLC | 87 | 7K |
| Farther Finance Advisors, LLC | 77 | 6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Metis Global Partners, LLC | +2,430,138 | +521.9% | 2,895,784 |
| PANAGORA ASSET MANAGEMENT INC | +663,372 | +40.2% | 2,314,826 |
| Cetera Investment Advisers | +240,897 | +47.3% | 750,191 |
| Mirae Asset Global Investments Co., | +173,648 | +23.9% | 898,741 |
| ENVESTNET ASSET MANAGEMENT INC | +168,147 | +264.7% | 231,677 |
| Capital Asset Advisory Services LLC | +58,906 | +6.1% | 1,031,900 |
| MML INVESTORS SERVICES, LLC | +26,216 | +60.9% | 69,252 |
| Bank of New York Mellon Corp | +24,804 | +1.1% | 2,224,490 |
| HRT FINANCIAL LP | +3,058 | +38.3% | 11,046 |
| Private Advisor Group, LLC | +2,865 | +5.1% | 58,588 |
| Retirement Planning Group, LLC | +2,705 | +53.0% | 7,805 |
| JONES FINANCIAL COMPANIES LLLP | +2,655 | +84.1% | 5,813 |
| Qube Research & Technologies Ltd | +875 | +350.0% | 1,125 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +469 | +1.6% | 30,305 |
| FMR LLC | +217 | +13.2% | 1,861 |
| Arax Advisory Partners | +131 | +100.0% | 262 |
| RHL GROUP, LLC | +58 | +9.0% | 705 |
| Jaffetilchin Investment Partners, L | +55 | +0.3% | 17,842 |
| BANK OF AMERICA CORP /DE | +48 | +1.2% | 4,212 |
| VANGUARD ADVISERS INC | +6 | +10.2% | 65 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -1,831,801 | -7.7% | 22,037,615 |
| UBS Group AG | -369,575 | -79.0% | 98,012 |
| GOLDMAN SACHS GROUP INC | -128,140 | -95.4% | 6,140 |
| Invesco Ltd. | -110,872 | -9.1% | 1,107,859 |
| Ensign Peak Advisors, Inc | -63,370 | -2.4% | 2,617,291 |
| RAYMOND JAMES FINANCIAL INC | -61,464 | -3.6% | 1,639,317 |
| OVERSEA-CHINESE BANKING Corp Ltd | -43,260 | -18.8% | 186,830 |
| RHUMBLINE ADVISERS | -28,143 | -83.5% | 5,574 |
| Empower Advisory Group, LLC | -26,409 | -35.3% | 48,305 |
| Altus Wealth Group LLC | -12,990 | -34.9% | 24,277 |
| Kestra Advisory Services, LLC | -12,929 | -15.8% | 69,143 |
| Equitable Holdings, Inc. | -6,722 | -66.5% | 3,379 |
| Vestcor Inc | -5,880 | -4.3% | 131,253 |
| LPL Financial LLC | -4,697 | -1.5% | 301,125 |
| JPMORGAN CHASE & CO | -3,794 | -36.3% | 6,662 |
| IAG Wealth Partners, LLC | -2,520 | -13.7% | 15,833 |
| IFP Advisors, Inc | -642 | -16.8% | 3,173 |
| OSAIC HOLDINGS, INC. | -209 | -13.5% | 1,341 |
| WELLS FARGO & COMPANY/MN | -81 | -100.0% | 0 |
| Collaborative Wealth Managment Inc. | -34 | -0.9% | 3,759 |