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Disclosery

PBD INVESCO EXCH TRADED FD TR II

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GBL CLEAN ENRG (fund)

60 managers (60 13F filers) reported a position in PBD shares at 2025-09-30, 1,197,111 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
4
Added
18
Reduced
17
Sold out
7
Shares held by filers
1,197,111

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MERCER GLOBAL ADVISORS INC /ADV215,297$3.24M0.01%+99,51913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY124,394$1.87M<0.01%-17,32813F-HR/ATimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…107,615$1.62M0.01%+17,53113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,236$1.58M<0.01%+1,33613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,032$1.16M<0.01%-69,36513F-HRTimelineGroup
LPL Financial LLC60,553$913K<0.01%-5,03513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,504$912K<0.01%+14,47513F-HRTimelineGroup
Financial Engines Advisors L.L.C.59,247$893K<0.01%-3,48613F-HRTimeline
Global View Capital Management LLC56,209$847K0.18%new13F-HRTimeline
UBS Group AGin group UBS Group AG36,615$552K<0.01%+1,23813F-HRTimelineGroup
IHT Wealth Management, LLC34,460$519K0.01%+9013F-HRTimeline
TRUST CO OF VERMONT19,607$295K0.01%-35013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,834$284K<0.01%-1,20113F-HRTimeline
Johnson Financial Group, LLC18,781$283K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,618$281K<0.01%+613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,925$270K<0.01%+1,75613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,267$260K<0.01%-56613F-HRTimelineGroup
Colorado Capital Management, Inc.16,374$247K0.1%-3,23713F-HRTimeline
MATHER GROUP, LLC.14,825$223K<0.01%-4513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,725$216K<0.01%-3413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,822$178K<0.01%-1,84313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,820$176K<0.01%+2,79313F-HRTimelineGroup
SOA Wealth Advisors, LLC.8,449$127K0.02%+1313F-HRTimeline
Wealthspire Advisors, LLC7,371$111K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,192$108K<0.01%-20013F-HRTimelineGroup
Princeton Global Asset Management LLC6,668$100K0.02%+5213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,450$97.2K<0.01%+6,00013F-HRTimelineGroup
SBI Securities Co., Ltd.4,914$74.1K<0.01%013F-HRTimeline
AE Wealth Management LLC4,393$66.2K<0.01%+4,38613F-HRTimeline
MAI Capital Management4,388$66.1K<0.01%+3413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,077$61.4K<0.01%-7,56613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC3,958$59.6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,663$55.2K<0.01%-67413F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…2,765$41.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,220$33.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,691$25.5K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,460$22K<0.01%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC1,095$16.5K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,000$15.1K<0.01%013F-HRTimeline
Asset Dedication, LLC762$11.5K<0.01%-1,09513F-HRTimeline
Steward Partners Investment Advisory, L…758$11.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC741$11K<0.01%+613F-HRTimelineGroup
CGC Financial Services, LLC645$9.72K<0.01%013F-HRTimeline
WHITTIER TRUST CO580$9.21K<0.01%013F-HRTimeline
Advisory Services Network, LLC480$7.23K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/443$6.66K<0.01%-75013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…438$6.61K<0.01%new13F-HRTimelineGroup
Pacific Center for Financial Services373$5.62K<0.01%+313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…366$5.52K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd346$5.21K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC290$4.37K<0.01%013F-HRTimeline
NewEdge Advisors, LLC252$3.8K<0.01%013F-HRTimeline
Allworth Financial LP200$3.01K<0.01%013F-HRTimeline
Financial Connections Group, Inc.200$3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd197$2.97K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC155$2.57K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC144$2K<0.01%-46813F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.51K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.51K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC27$407<0.01%013F-HRTimeline