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Disclosery

PBE INVESCO EXCHANGE TRADED FD T

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BIOTECHNOLOGY (fund)

99 managers (100 13F filers) reported a position in PBE shares at 2026-03-31, 1,022,539 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
99
13F filers
100
New
7
Added
24
Reduced
29
Sold out
13
Shares held by filers
1,022,539

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
MORGAN STANLEYin group MORGAN STANLEY131,779$10.4M<0.01%-1,52413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…101,985$8.08M0.05%-22213F-HRTimelineGroup
LPL Financial LLC86,740$6.87M<0.01%-10,56413F-HRTimeline
UBS Group AGgroup of 2 filers holding69,040$5.47M+1,679Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,329$4.7M<0.01%+12,21513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,290$4.69M<0.01%-2,44113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,302$3.11M<0.01%-7,55413F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…35,240$2.79M0.09%-7,66913F-HRTimeline
YHB Investment Advisors, Inc.24,386$1.93M0.14%+513F-HRTimeline
Cetera Investment Advisers23,139$1.83M<0.01%+46413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,362$1.69M<0.01%+70213F-HRTimelineGroup
Institute for Wealth Management, LLC.20,268$1.6M0.17%013F-HRTimeline
Penobscot Investment Management Company…19,450$1.54M0.12%013F-HRTimeline
Massachusetts Wealth Management17,814$1.41M0.61%-10513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,500$1.31M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC15,701$1.24M0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,289$1.13M<0.01%-7,62413F-HRTimeline
Abbot Financial Management, Inc.12,425$984K0.42%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,220$968K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,219$968K0.02%+83513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,667$845K<0.01%+113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,566$837K<0.01%+65113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,397$824K0.01%new13F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.9,570$758K0.16%-50013F-HRTimeline
Farther Finance Advisors, LLC9,339$743K0.01%+56313F-HRTimeline
One Capital Management, LLC9,314$737K0.02%-37313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,814$698K<0.01%-14913F-HRTimelineGroup
INVESTMENT HOUSE LLC8,580$679K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,571$679K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC8,510$674K0.01%+5513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,889$596K<0.01%+1,38513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,403$586K<0.01%+2,79913F-HRTimelineGroup
HighTower Advisors, LLC6,746$534K<0.01%-14613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,280$497K<0.01%+41113F-HRTimelineGroup
Archford Capital Strategies, LLC5,857$464K0.05%+2,60213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,100$404K0.02%013F-HRTimeline
Pacific Sun Financial Corp4,807$381K0.18%-4013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,559$361K0.02%013F-HRTimelineGroup
Creative Planningin group Creative Planning4,505$357K<0.01%+1,40013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,410$349K<0.01%-1,99913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,239$336K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,021$318K<0.01%+41413F-HRTimelineGroup
Janney Montgomery Scott LLC3,830$303K<0.01%-37813F-HRTimeline
CWM, LLCin group CWM, LLC3,317$263K<0.01%+113F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,295$261K0.03%-413F-HRTimeline
Summit Financial, LLC3,295$261K<0.01%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,250$257K0.02%-15013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,165$251K<0.01%013F-HRTimelineGroup
Joel Isaacson & Co., LLC3,025$240K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,000$238K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC2,933$232K0.01%-4713F-HRTimeline
Western Wealth Management, LLC2,809$222K0.01%+7813F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,618$207K<0.01%-10013F-HRTimeline
VestGen Advisors, LLC2,461$204K0.01%-14913F-HRTimeline
BOS Asset Management, LLC2,562$203K0.05%+12313F-HRTimeline
Wharton Business Group, LLC2,547$202K0.01%-19213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,145$170K<0.01%-19013F-HRTimelineGroup
GeoWealth Management, LLC1,877$149K0.01%-13313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,860$147K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,782$141K0.08%013F-HRTimeline
WEBSTER BANK, N. A.1,670$132K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,424$113K<0.01%+53613F-HRTimelineGroup
Allworth Financial LP1,279$101K<0.01%+42913F-HRTimeline
Advisory Services Network, LLC1,176$93.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,176$93.1K<0.01%-7413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,138$90K<0.01%-5913F-HRTimelineGroup
Innovative Asset Advisors Group, LLC1,100$87.1K0.05%13F-HRTimeline
NewEdge Advisors, LLC1,091$86.4K<0.01%+4813F-HR/ATimeline
BLAIR WILLIAM & CO/IL1,000$79.2K<0.01%013F-HRTimeline
First PREMIER Bank670$53K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.663$52.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC658$52.1K<0.01%+5813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/619$49K<0.01%-11113F-HRTimelineGroup
OAKWORTH CAPITAL, INC.611$48.4K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT516$40.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV503$39.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500$38.4K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.441$34.9K<0.01%-7813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…427$33.8K<0.01%-8813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC400$31.7K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…378$29.9K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc350$27.7K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC345$27.3K<0.01%+2013F-HRTimelineGroup
LOM Asset Management Ltd300$23.8K0.01%013F-HRTimeline
SIGNATUREFD, LLC213$16.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC205$16.2K<0.01%013F-HRTimeline
Financial Avengers, Inc.202$16K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC150$11.9K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC150$11.9K<0.01%-1,12513F-HRTimeline
ENTRUST FINANCIAL LLC150$11.9K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/140$11.1K<0.01%013F-HRTimelineGroup
MAI Capital Management125$9.9K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$7.92K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC70$5.54K<0.01%013F-HRTimeline
Realta Investment Advisors56$4.43K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…50$3.96K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC45$3.56K<0.01%013F-HRTimeline
Triumph Capital Management34$2.69K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21$1.66K<0.01%013F-HRTimeline