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Disclosery

PBE INVESCO EXCHANGE TRADED FD T

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BIOTECHNOLOGY (fund)

108 managers (108 13F filers) reported a position in PBE shares at 2025-12-31, 1,073,570 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
108
13F filers
108
New
18
Added
26
Reduced
27
Sold out
8
Shares held by filers
1,073,570

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
MORGAN STANLEYin group MORGAN STANLEY133,303$11M<0.01%+35,31713F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…102,207$8.4M0.05%+17,11213F-HRTimelineGroup
LPL Financial LLC97,304$7.99M<0.01%+4,61713F-HRTimeline
UBS Group AGin group UBS Group AG67,361$5.53M<0.01%-4,66413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,731$5.07M<0.01%+1,81313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,114$3.87M<0.01%-28913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,856$3.85M<0.01%-33013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…42,909$3.52M0.12%-3,22813F-HRTimeline
YHB Investment Advisors, Inc.24,381$2M0.14%+9513F-HRTimeline
Cetera Investment Advisers22,675$1.86M<0.01%+68013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,913$1.8M<0.01%-3,08913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,660$1.7M<0.01%+93713F-HRTimelineGroup
Institute for Wealth Management, LLC.20,268$1.67M0.18%-50013F-HRTimeline
Penobscot Investment Management Company…19,450$1.6M0.12%013F-HRTimeline
Massachusetts Wealth Management17,919$1.47M0.68%-42513F-HRTimeline
Q3 Asset Management17,429$1.43M0.33%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,500$1.36M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC15,701$1.29M0.01%013F-HRTimeline
IHT Wealth Management, LLC14,814$1.22M0.03%+3013F-HRTimeline
Abbot Financial Management, Inc.12,425$1.02M0.42%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,220$1M<0.01%+113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,384$935K0.02%-53213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,666$876K<0.01%+66613F-HR/ATimelineGroup
Newman Dignan & Sheerar, Inc.10,070$827K0.17%+29813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,915$815K<0.01%+1,83713F-HRTimelineGroup
One Capital Management, LLC9,687$796K0.02%-51313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,000$739K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,963$736K<0.01%-45213F-HRTimelineGroup
Farther Finance Advisors, LLC8,776$721K0.01%+10013F-HRTimeline
INVESTMENT HOUSE LLC8,580$705K0.03%013F-HRTimeline
RFG Advisory, LLC8,455$695K0.01%+52113F-HRTimeline
HighTower Advisors, LLC6,892$566K<0.01%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,504$534K<0.01%+1,14613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,409$526K<0.01%-43013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,869$482K<0.01%-4913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,100$419K0.02%013F-HRTimeline
Pacific Sun Financial Corp4,847$398K0.19%-33813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,725$388K0.01%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,562$383K<0.01%-18913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,604$378K<0.01%new13F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co4,559$375K0.02%-8813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,239$348K0.03%new13F-HRTimeline
Janney Montgomery Scott LLC4,208$346K<0.01%-13413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,607$296K<0.01%-9313F-HR/ATimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,400$279K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC3,316$272K<0.01%+213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,299$271K0.03%-38813F-HRTimeline
Archford Capital Strategies, LLC3,255$267K0.03%+6613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,165$260K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning3,105$255K<0.01%-5513F-HRTimelineGroup
Joel Isaacson & Co., LLC3,025$249K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,000$246K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC2,980$245K0.01%013F-HRTimeline
Wharton Business Group, LLC2,739$225K0.01%new13F-HRTimeline
Western Wealth Management, LLC2,731$224K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,718$223K<0.01%new13F-HRTimeline
VestGen Advisors, LLC2,610$214K0.01%-2,07413F-HRTimeline
Cambridge Investment Research Advisors,…2,583$212K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,497$205K<0.01%new13F-HRTimeline
BOS Asset Management, LLC2,439$200K0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,335$192K<0.01%-1,36513F-HR/ATimelineGroup
GeoWealth Management, LLC2,010$165K0.01%-61113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,860$153K<0.01%13F-HRTimelineGroup
Millstone Evans Group, LLC1,782$146K0.09%013F-HRTimeline
WEBSTER BANK, N. A.1,670$137K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,659$136K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,275$105K0.01%+1,12513F-HRTimeline
Steward Partners Investment Advisory, L…1,250$103K<0.01%+42513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,197$98K<0.01%+4613F-HR/ATimelineGroup
NewEdge Advisors, LLC1,043$85.7K<0.01%+16013F-HRTimeline
BLAIR WILLIAM & CO/IL1,000$82.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC888$73K<0.01%+42113F-HRTimelineGroup
Allworth Financial LP850$69.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/730$60K<0.01%013F-HRTimelineGroup
First PREMIER Bank670$55K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$54.5K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.611$50.2K<0.01%013F-HRTimeline
AE Wealth Management LLC600$49.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC600$49.3K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise530$44K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.519$42.6K<0.01%-17713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT516$42.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…515$42.3K<0.01%-5913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV503$41.3K<0.01%-8113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500$41.1K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.485$39.8K<0.01%013F-HRTimelineGroup
COMERICA BANK378$31.1K<0.01%+17513F-HRTimeline
Financial Perspectives, Inc350$28.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC325$26.7K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors304$25K<0.01%new13F-HRTimelineGroup
LOM Asset Management Ltd300$24.6K0.01%013F-HRTimeline
Waverly Advisors, LLC282$23.2K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC213$17.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC205$16.8K<0.01%013F-HRTimeline
Financial Avengers, Inc.202$16.6K0.01%+113F-HR/ATimeline
Cornerstone Planning Group LLC166$13.7K<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC150$12.3K<0.01%new13F-HRTimelineGroup
ENTRUST FINANCIAL LLC150$12.3K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/140$11.5K<0.01%-3713F-HRTimelineGroup
MAI Capital Management125$10.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$8.21K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC70$5.75K<0.01%new13F-HRTimeline
Realta Investment Advisors56$4.6K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…50$4.11K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC45$3.7K<0.01%13F-HRTimeline
Triumph Capital Management34$2.79K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$1.73K<0.01%013F-HRTimeline
Parallel Advisors, LLC20$1.66K<0.01%-3613F-HRTimeline