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Disclosery

PBD INVESCO EXCH TRADED FD TR II

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GBL CLEAN ENRG (fund)

75 managers (75 13F filers) reported a position in PBD shares at 2026-03-31, 5,390,409 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
75
13F filers
75
New
10
Added
23
Reduced
19
Sold out
4
Shares held by filers
5,390,409

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,899,787$34.1M0.04%-18,14613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY446,427$8M<0.01%-740,67313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC408,817$7.33M<0.01%+22,67413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA336,169$6.03M<0.01%-6,51913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV215,297$3.86M0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP209,137$3.75M0.01%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.158,118$3.51M0.12%+120,26813F-HRTimeline
UBS Group AGin group UBS Group AG172,323$3.09M<0.01%+8,53313F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…148,261$2.66M0.02%+15,42913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,148$2.48M<0.01%-31,68013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC118,175$2.12M<0.01%-4,03613F-HR/ATimelineGroup
Cetera Investment Advisers117,075$2.1M<0.01%+99,63713F-HRTimeline
LPL Financial LLC115,395$2.07M<0.01%-103,01713F-HRTimeline
Nilsine Partners, LLC89,441$1.82M0.14%-2,38013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,225$1.8M<0.01%+67,18213F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV92,058$1.65M1.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74,769$1.34M<0.01%+18,75213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,359$1.12M<0.01%-7613F-HRTimelineGroup
Global View Capital Management LLC54,318$974K0.26%-1,12413F-HRTimeline
Financial Engines Advisors L.L.C.45,706$820K<0.01%-4,47013F-HRTimeline
Private Advisor Group, LLC28,640$514K<0.01%+1,75613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,148$505K0.01%-61113F-HR/ATimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…25,809$463K0.12%+213F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,177$451K<0.01%-6,48213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,184$434K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc22,532$404K0.01%-56213F-HRTimeline
Johnson Financial Group, LLC22,306$400K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,746$372K<0.01%+1,18413F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC20,567$369K0.07%-1,41513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,684$317K<0.01%+713F-HRTimeline
Colorado Capital Management, Inc.15,639$280K0.1%013F-HRTimeline
Quantinno Capital Management LP15,426$277K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,651$274K<0.01%+4,01813F-HRTimelineGroup
MATHER GROUP, LLC.14,825$266K<0.01%013F-HRTimeline
Western Financial Corp/CA12,112$217K0.09%new13F-HRTimeline
Princeton Global Asset Management LLC11,718$210K0.03%+5,01313F-HRTimeline
PFG Investments, LLC11,477$206K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.8,460$152K0.03%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,192$129K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.4,700$84.3K<0.01%-20413F-HRTimeline
MAI Capital Management4,417$79.2K<0.01%+513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,958$71K<0.01%-11713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,635$63.1K<0.01%-5813F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,489$62.6K<0.01%-2,21713F-HRTimeline
Clearstead Advisors, LLC2,220$39.8K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,984$35.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,691$30.3K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,552$27.8K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC1,095$19.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,043$18.7K<0.01%+60013F-HRTimelineGroup
Compagnie Lombard Odier SCmA1,000$17.9K<0.01%013F-HRTimeline
Asset Dedication, LLC762$13.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…758$13.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC746$13.4K<0.01%+113F-HRTimelineGroup
EASTERN BANK690$12.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…657$11.8K<0.01%+20713F-HRTimelineGroup
CGC Financial Services, LLC645$11.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC644$11.5K<0.01%new13F-HRTimeline
WHITTIER TRUST CO580$10.5K<0.01%013F-HRTimeline
Advisory Services Network, LLC480$8.61K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp479$8.59K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…433$7.77K<0.01%+113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…402$7.21K<0.01%+3613F-HRTimelineGroup
Pacific Center for Financial Services375$6.73K<0.01%+213F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd346$6.2K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC290$5.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC290$5.2K<0.01%new13F-HRTimeline
Allworth Financial LP200$3.59K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC157$3.37K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC109$1.97K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.79K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.79K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd53$950<0.01%-14413F-HRTimeline
CoreCap Advisors, LLC27$484<0.01%013F-HRTimeline
AE Wealth Management LLC4$72<0.01%013F-HRTimeline