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Disclosery

PBD INVESCO EXCH TRADED FD TR II

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GBL CLEAN ENRG (fund)

71 managers (71 13F filers) reported a position in PBD shares at 2025-12-31, 5,660,433 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
71
13F filers
71
New
18
Added
18
Reduced
12
Sold out
7
Shares held by filers
5,660,433

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,917,933$30.8M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,187,100$19.1M<0.01%+1,062,70613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC386,143$6.21M<0.01%+368,87613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA342,688$5.51M<0.01%+330,86613F-HRTimelineGroup
LPL Financial LLC218,412$3.51M<0.01%+157,85913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV215,297$3.46M0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,828$2.73M<0.01%+151,21013F-HRTimelineGroup
UBS Group AGin group UBS Group AG163,790$2.63M<0.01%+127,17513F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…132,832$2.14M0.02%+25,21713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC122,211$1.97M<0.01%+16,97513F-HRTimelineGroup
Nilsine Partners, LLC91,821$1.48M0.13%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,435$1M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,490$908K<0.01%-20,54213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,017$901K<0.01%+38,09213F-HRTimelineGroup
Global View Capital Management LLC55,442$892K0.17%-76713F-HRTimeline
Financial Engines Advisors L.L.C.50,176$807K<0.01%-9,07113F-HRTimeline
Hennion & Walsh Asset Management, Inc.37,850$609K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,043$531K<0.01%-27,46113F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,659$509K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,759$463K0.01%new13F-HRTimeline
Private Advisor Group, LLC26,884$432K<0.01%new13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…25,807$415K0.1%new13F-HRTimelineGroup
Prospera Financial Services Inc23,094$372K0.01%new13F-HRTimeline
Johnson Financial Group, LLC22,306$359K0.02%+3,52513F-HRTimeline
MinichMacGregor Wealth Management, LLC21,982$354K0.06%new13F-HRTimeline
TRUST CO OF VERMONT19,607$315K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,562$315K<0.01%+4,83713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,677$284K<0.01%-1,15713F-HRTimeline
Cetera Investment Advisers17,438$280K<0.01%new13F-HRTimeline
Colorado Capital Management, Inc.15,639$252K0.09%-73513F-HRTimeline
MATHER GROUP, LLC.14,825$238K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,633$187K<0.01%-18713F-HRTimelineGroup
SOA Wealth Advisors, LLC.8,458$136K0.02%+913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,192$116K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC6,705$108K0.02%+3713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,706$91.8K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.4,904$78.9K<0.01%-1013F-HRTimeline
MAI Capital Management4,412$71K<0.01%+2413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,075$65.5K<0.01%+11713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,693$59.4K<0.01%+3013F-HRTimelineGroup
Clearstead Advisors, LLC2,220$35.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,984$31.9K<0.01%-78113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,691$27.2K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,550$24.9K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,335$21.5K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,095$17.6K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,000$16.1K<0.01%013F-HRTimeline
Asset Dedication, LLC762$12.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…758$12.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC745$12K<0.01%+413F-HRTimelineGroup
CGC Financial Services, LLC645$10.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO580$9.73K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp479$7.7K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450$7.24K<0.01%-6,00013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/443$7.1K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…432$6.96K<0.01%-613F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…366$5.89K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services373$5.62K<0.01%013F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd346$5.57K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC290$4.66K<0.01%013F-HRTimeline
Millstone Evans Group, LLC235$3.78K<0.01%new13F-HRTimeline
Allworth Financial LP200$3.22K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd197$3.17K<0.01%013F-HRTimeline
Financial Connections Group, Inc.200$3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC156$2.86K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC109$1.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.61K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.61K<0.01%013F-HRTimelineGroup
COMERICA BANK36$579<0.01%new13F-HRTimeline
CoreCap Advisors, LLC27$434<0.01%013F-HRTimeline
AE Wealth Management LLC4$64<0.01%-4,38913F-HRTimeline