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Disclosery

PBE INVESCO EXCHANGE TRADED FD T

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BIOTECHNOLOGY (fund)

105 managers (105 13F filers) reported a position in PBE shares at 2026-06-30, 1,052,107 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
105
13F filers
105
New
14
Added
22
Reduced
36
Sold out
8
Shares held by filers
1,052,107

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
MORGAN STANLEYin group MORGAN STANLEY148,498$13.3M<0.01%+16,71913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…104,341$9.35M0.05%+2,35613F-HRTimelineGroup
LPL Financial LLC92,322$8.28M<0.01%+5,58213F-HRTimeline
UBS Group AGgroup of 2 filers holding68,097$6.1M-943Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,290$5.14M<0.01%-2,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,488$4.53M<0.01%-8,84113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,558$3.46M<0.01%-74413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…31,666$2.84M0.08%-3,57413F-HRTimeline
Cetera Investment Advisers25,760$2.31M<0.01%+2,62113F-HRTimeline
YHB Investment Advisors, Inc.23,136$2.07M0.13%-1,25013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,250$1.99M<0.01%+88813F-HRTimelineGroup
Institute for Wealth Management, LLC.20,218$1.81M0.16%-5013F-HRTimeline
Penobscot Investment Management Company…19,450$1.74M0.12%013F-HRTimeline
Massachusetts Wealth Management17,784$1.59M0.61%-3013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,500$1.48M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC13,772$1.23M0.01%-1,92913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,211$1.18M<0.01%-1,07813F-HRTimeline
Abbot Financial Management, Inc.12,225$1.1M0.4%-20013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,820$1.06M<0.01%-40013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,893$976K0.02%-1,32613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,673$957K<0.01%+613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,363$929K0.01%-3413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,186$914K<0.01%+2,29713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,090$905K<0.01%-47613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,641$864K<0.01%+82713F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.9,370$840K0.16%-20013F-HRTimeline
Farther Finance Advisors, LLC9,174$822K0.01%-16513F-HRTimeline
RFG Advisory, LLC8,510$763K0.01%013F-HRTimeline
One Capital Management, LLC9,314$737K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,073$724K<0.01%+67013F-HRTimelineGroup
INVESTMENT HOUSE LLC6,880$617K0.03%-1,70013F-HR/ATimeline
HighTower Advisors, LLC6,758$606K<0.01%+1213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,623$594K<0.01%+34313F-HRTimelineGroup
Archford Capital Strategies, LLC6,252$560K0.06%+39513F-HRTimeline
Dynamic Advisor Solutions LLC5,398$484K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,100$457K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,999$448K<0.01%-3,57213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,725$424K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,712$422K<0.01%new13F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co4,499$403K0.02%-6013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,346$390K<0.01%-6413F-HRTimelineGroup
Creative Planningin group Creative Planning4,295$385K<0.01%-21013F-HRTimelineGroup
Envision Financial Transparency, LLC4,488$371K0.32%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP4,115$369K0.02%-12413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,024$361K<0.01%+313F-HRTimelineGroup
Janney Montgomery Scott LLC3,830$343K<0.01%013F-HRTimeline
Pacific Sun Financial Corp3,662$328K0.14%-1,14513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,400$305K<0.01%new13F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,250$291K0.02%013F-HRTimeline
Connecticut Capital Management Group, L…3,218$288K0.23%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,190$286K<0.01%+2513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,097$278K<0.01%+2,09713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,000$269K<0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC2,942$264K<0.01%+32413F-HRTimeline
Sowell Financial Services LLC2,933$263K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC2,825$253K0.01%-20013F-HRTimeline
Western Wealth Management, LLC2,813$252K0.01%+413F-HRTimeline
Summit Financial, LLC2,778$249K<0.01%-51713F-HRTimeline
MML INVESTORS SERVICES, LLC2,534$227K<0.01%new13F-HRTimeline
Wharton Business Group, LLC2,507$225K0.01%-4013F-HRTimeline
VestGen Advisors, LLC2,459$220K0.01%-213F-HRTimeline
Dana Investment Advisors, Inc.2,400$215K0.01%new13F-HRTimeline
PFG Advisors2,364$212K0.01%new13F-HRTimeline
Strategic Blueprint, LLC2,324$208K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,890$169K<0.01%-25513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,860$167K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC1,784$160K0.01%-9313F-HRTimeline
Millstone Evans Group, LLC1,782$160K0.09%013F-HRTimeline
FMR LLCin group FMR LLC1,407$126K<0.01%-1713F-HRTimelineGroup
Allworth Financial LP1,279$115K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,225$110K0.01%-44513F-HRTimeline
Steward Partners Investment Advisory, L…1,176$105K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC1,100$98.6K0.04%013F-HRTimeline
Global Retirement Partners, LLC1,050$94.1K<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC942$84.5K<0.01%new13F-HRTimeline
IFG Advisory, LLC827$74.1K<0.01%new13F-HRTimeline
First PREMIER Bank670$60K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$59.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC658$59K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/653$58.5K<0.01%+3413F-HRTimelineGroup
NewEdge Advisors, LLC648$58.1K<0.01%-44313F-HRTimeline
HARBOUR INVESTMENTS, INC.628$56.3K<0.01%+18713F-HRTimeline
OAKWORTH CAPITAL, INC.611$54.8K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT516$46.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO508$45.7K<0.01%+813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV472$42.3K<0.01%-3113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…460$41.2K<0.01%+8213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC400$35.9K<0.01%013F-HRTimeline
Financial Perspectives, Inc350$31.4K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…327$29.4K<0.01%-10013F-HRTimelineGroup
Aptus Capital Advisors, LLC315$28.2K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC300$26.9K<0.01%13F-HRTimeline
SIGNATUREFD, LLC213$19.1K<0.01%013F-HRTimeline
Financial Avengers, Inc.204$18.3K0.01%+213F-HRTimeline
ENTRUST FINANCIAL LLC150$13.4K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$13.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/140$12.5K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC70$6.28K<0.01%013F-HRTimeline
Realta Investment Advisors56$5.02K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC51$5K<0.01%-1,08713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…50$4.48K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC45$4.03K<0.01%013F-HRTimeline
Triumph Capital Management34$3.05K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$1.88K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.9$807<0.01%new13F-HRTimeline