Skip to content
Disclosery

PBD INVESCO EXCH TRADED FD TR II

Follow

GBL CLEAN ENRG (fund)

77 managers (77 13F filers) reported a position in PBD shares at 2026-06-30, 5,329,392 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
77
13F filers
77
New
10
Added
25
Reduced
22
Sold out
9
Shares held by filers
5,329,392

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC1,884,717$36.9M0.04%-15,07013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC407,414$7.99M<0.01%-1,40313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY381,151$7.47M<0.01%-65,27613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA351,680$6.89M<0.01%+15,51113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV214,187$4.2M0.01%-1,11013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP210,974$4.14M<0.01%+1,83713F-HRTimelineGroup
UBS Group AGin group UBS Group AG176,341$3.46M<0.01%+4,01813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…165,087$3.24M0.02%+16,82613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,418$2.71M<0.01%+27013F-HRTimelineGroup
LPL Financial LLC131,279$2.57M<0.01%+15,88413F-HRTimeline
Cetera Investment Advisers116,339$2.28M<0.01%-73613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,452$2.24M<0.01%-3,72313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN91,239$1.79M<0.01%+16,47013F-HRTimelineGroup
Nilsine Partners, LLC90,082$1.77M0.12%+64113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,266$1.44M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,943$1.21M<0.01%-41613F-HRTimelineGroup
FLOW TRADERS U.S. LLC48,221$945K0.04%new13F-HRTimeline
Financial Engines Advisors L.L.C.40,844$801K<0.01%-4,86213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,280$789K<0.01%-59,94513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.39,615$776K0.02%-118,50313F-HRTimeline
Quantinno Capital Management LP38,106$747K<0.01%+22,68013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,491$721K<0.01%+33,85613F-HRTimelineGroup
Prospera Financial Services Inc30,874$605K0.01%+8,34213F-HRTimeline
Private Advisor Group, LLC30,791$604K<0.01%+2,15113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,370$595K<0.01%+6,18613F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,042$589K<0.01%+4,86513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC28,559$560K0.01%+41113F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…25,454$499K0.11%-35513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,670$386K<0.01%+1,98613F-HRTimeline
TRUST CO OF VERMONT19,506$382K0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,249$377K<0.01%-1,49713F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC18,771$368K0.06%-1,79613F-HRTimeline
KKM Financial LLC17,089$335K0.05%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,630$314K<0.01%+97913F-HRTimelineGroup
Johnson Financial Group, LLC14,903$292K0.02%-7,40313F-HRTimeline
MATHER GROUP, LLC.14,825$291K<0.01%013F-HRTimeline
Colorado Capital Management, Inc.14,764$289K0.1%-87513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,896$272K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,499$265K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC13,288$260K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC13,237$259K0.04%+1,51913F-HRTimeline
Western Financial Corp/CA12,014$235K0.07%-9813F-HRTimeline
Global View Capital Management LLC11,824$232K0.05%-42,49413F-HRTimeline
PFG Investments, LLC10,386$204K0.01%-1,09113F-HRTimeline
SOA Wealth Advisors, LLC.8,467$166K0.03%+713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,192$141K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.4,670$91.5K<0.01%-3013F-HRTimeline
Institute for Wealth Management, LLC.4,153$81.4K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,841$75.3K<0.01%-11713F-HRTimelineGroup
Integrated Wealth Concepts LLC3,755$73.6K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,531$69.2K<0.01%+4213F-HRTimeline
MCDONALD PARTNERS LLC2,350$46.1K0.01%new13F-HRTimeline
Clearstead Advisors, LLC2,220$43.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,984$38.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,691$33.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,575$30.9K<0.01%+81713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,558$30.5K<0.01%+613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,095$21.5K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,000$19.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/843$16.5K<0.01%-20013F-HRTimelineGroup
Asset Dedication, LLC762$14.9K<0.01%013F-HRTimeline
Harborfront Financial Group LLC703$13.8K0.05%13F-HRTimeline
CGC Financial Services, LLC645$12.6K<0.01%013F-HRTimeline
WHITTIER TRUST CO580$11.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…545$10.7K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp479$9.39K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450$8.82K<0.01%-20713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…435$8.53K<0.01%+213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…402$7.88K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services377$7.39K<0.01%+213F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd346$6.78K<0.01%13F-HRTimelineGroup
Allworth Financial LP302$5.92K<0.01%+10213F-HRTimeline
Aptus Capital Advisors, LLC290$5.68K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC157$2.86K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.96K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.96K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC27$529<0.01%013F-HRTimeline