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Disclosery

PBW INVESCO EXCHANGE TRADED FD T

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WILDERHIL CLAN (fund)

152 managers (153 13F filers) reported a position in PBW shares at 2026-06-30, 4,934,277 shares in all. 21 filers opened a position and 15 filers sold out during the quarter.

Managers
152
13F filers
153
New
21
Added
41
Reduced
36
Sold out
15
Shares held by filers
4,934,277

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 STANLEY1,407,238$54.9M<0.01%-84,77613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC881,546$34.4M<0.01%+545,64213F-HRTimelineGroup
Qube Research & Technologies Ltd287,500$11.2M0.01%+11,35513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200,286$7.81M<0.01%+15,58013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.151,907$5.93M<0.01%+61,30213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,018$5.85M<0.01%-60,26613F-HRTimelineGroup
Allianz SEin group Allianz SE143,068$5.58M0.06%-26,00013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,920$4.91M0.01%-1,75213F-HRTimelineGroup
LPL Financial LLC107,310$4.19M<0.01%+15,78813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105,721$4.12M<0.01%+29,90813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,935$3.16M<0.01%+52813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding71,919$2.81M-2,509Timeline
Q3 Asset Management63,167$2.46M0.45%+14,88013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,889$2.41M<0.01%+34,56113F-HRTimelineGroup
GTS SECURITIES LLC55,808$2.18M0.05%-7,25413F-HRTimeline
HARBOUR INVESTMENTS, INC.51,169$2M0.03%+8,42313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP50,816$1.98M<0.01%-379,34113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,721$1.94M<0.01%+6,55913F-HRTimelineGroup
Fortis Group Advisors, LLC47,583$1.86M0.3%+70813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,305$1.81M0.02%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…43,922$1.71M0.04%+2,52713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,919$1.71M<0.01%+2,10613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,246$1.65M<0.01%-11,39213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC42,087$1.64M<0.01%new13F-HRTimeline
Wealthfront Advisers LLC34,862$1.36M<0.01%+13,40213F-HRTimeline
UBS Group AGin group UBS Group AG30,084$1.17M<0.01%+13,71913F-HRTimelineGroup
NWAM LLC29,707$1.16M0.06%-2,78813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.28,505$1.11M0.27%new13F-HRTimeline
MOLLER WEALTH PARTNERS27,579$1.08M0.19%-1,64913F-HRTimeline
Beacon Pointe Advisors, LLC26,992$1.05M<0.01%-9,12913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,185$943K<0.01%-12,48113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,574$881K<0.01%+1,34613F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…22,119$863K0.46%+21913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,361$794K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,029$742K<0.01%-77313F-HRTimelineGroup
Cetera Investment Advisers18,509$722K<0.01%-53,78013F-HRTimeline
CIBC WORLD MARKET INC.16,567$646K<0.01%+20913F-HRTimeline
Financial Management Professionals, Inc.16,141$630K0.06%-34,85613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,924$526K<0.01%-86213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…11,969$467K0.07%-87613F-HRTimeline
Private Advisory Group LLC10,326$403K0.02%new13F-HRTimeline
Wealthspire Advisors, LLC10,213$398K<0.01%+1413F-HRTimeline
IFP Advisors, Inc9,665$377K0.01%-250,45213F-HRTimeline
Great Diamond Partners, LLC9,130$356K0.06%+1,47213F-HRTimeline
TigerOak Management, L.L.C.8,924$348K0.1%-3,38513F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,747$341K0.01%new13F-HRTimeline
CX Institutional8,632$337K0.01%+4713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,497$331K0.01%new13F-HRTimelineGroup
Prism Advisors, Inc.8,183$319K0.08%+1813F-HRTimeline
MAI Capital Management7,872$307K<0.01%+1613F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,651$298K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,567$295K<0.01%-42513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC7,551$295K<0.01%-94313F-HRTimelineGroup
EP Wealth Advisors, LLC7,451$291K<0.01%-14213F-HRTimeline
Creative Planningin group Creative Planning7,343$286K<0.01%+61313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC7,019$274K0.02%+51513F-HRTimeline
Tradition Wealth Management, LLC7,004$273K0.02%-86613F-HRTimeline
Prosperity Consulting Group, LLC6,899$269K0.01%013F-HRTimeline
Evolution Wealth Advisors, LLC6,738$263K0.03%-2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,389$249K<0.01%-27713F-HRTimelineGroup
HighTower Advisors, LLC6,303$246K<0.01%-23713F-HRTimeline
Focus Financial Network, Inc.5,987$234K0.01%new13F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA5,852$228K<0.01%new13F-HRTimelineGroup
&PARTNERS5,801$226K<0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,837$216K0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,326$208K<0.01%new13F-HR/ATimelineGroup
HOWE & RUSLING INC5,230$204K0.01%+1,25013F-HRTimeline
Steward Partners Investment Advisory, L…4,228$165K<0.01%+77213F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,850$150K0.1%013F-HRTimeline
AlphaCore Capital LLC3,369$131K<0.01%+313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,279$128K<0.01%+50313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,608$102K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC2,602$102K0.02%+1713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,584$101K<0.01%-1,41613F-HRTimelineGroup
Westfuller Advisors, LLC2,204$86K0.03%+913F-HRTimeline
MOTCO2,190$85.4K0.01%013F-HRTimeline
Allworth Financial LP1,746$68.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,470$57.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,408$54.9K<0.01%+79713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,404$53.5K<0.01%-34413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,343$52.4K<0.01%-9313F-HRTimelineGroup
Continuum Advisory, LLC1,257$49K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC1,241$48.4K0.02%+813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,058$41.3K<0.01%-8913F-HRTimelineGroup
HM PAYSON & CO1,004$39.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/922$36K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC885$34.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC792$30.9K<0.01%-1,57413F-HRTimelineGroup
Regatta Research & Money Management750$29.3K0.03%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV740$28.9K0.01%013F-HRTimeline
Financial Perspectives, Inc709$27.6K0.01%+12513F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.700$27.3K0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…698$27.3K<0.01%-99913F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT597$23.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.582$22.7K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC580$22.6K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC422$16.5K<0.01%013F-HRTimelineGroup
Hickory Point Bank & Trust400$15.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC357$13.9K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.351$13.7K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC348$13.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…335$13.1K<0.01%013F-HRTimeline
Breakwater Investment Management331$12.9K<0.01%013F-HRTimeline
Community Bank, N.A.323$12.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.311$12.1K0.01%013F-HRTimeline
Rossby Financial, LCC308$12K<0.01%013F-HRTimeline
Realta Investment Advisors303$11.8K<0.01%+25313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$11.7K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…267$10.4K<0.01%+7013F-HRTimelineGroup
Capital Advisors, Ltd. LLC260$10K<0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.245$9.56K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.235$9.18K<0.01%-23313F-HRTimeline
SOA Wealth Advisors, LLC.227$8.86K<0.01%+113F-HRTimeline
Pacific Center for Financial Services203$7.92K<0.01%+113F-HRTimeline
CENTRAL TRUST Co200$7.8K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB188$7.33K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…167$6.51K<0.01%013F-HRTimeline
Glassman Wealth Services162$6.32K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.160$6.24K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC140$5.46K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP131$5.11K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$4.92K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC112$4.36K<0.01%+113F-HRTimeline
Blue Trust, Inc.111$4.33K<0.01%013F-HRTimeline
Clearstead Advisors, LLC100$3.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC96$3.75K<0.01%new13F-HRTimeline
Register Financial Advisors LLC90$3.51K<0.01%013F-HRTimeline
Creative Capital Management Investments…80$3.12K<0.01%new13F-HRTimeline
Kennebec Savings Bank77$3K<0.01%013F-HRTimeline
WealthShield Partners, LLC74$2.89K<0.01%-5013F-HRTimeline
Piscataqua Savings Bank71$2.77K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC70$2.73K<0.01%-15013F-HRTimeline
MTM Investment Management, LLC56$2.17K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC55$2.15K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.54$2.06K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC49$1.91K<0.01%13F-HRTimeline
Asset Dedication, LLC46$1.79K<0.01%013F-HRTimeline
New Republic Capital, LLC41$1.6K<0.01%013F-HRTimeline
UMB Bank, n.a.35$1.36K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT35$1.36K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$1.17K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS27$1.06K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC26$1.01K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24$936<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$469<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC10$391<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6$234<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC4$174<0.01%013F-HRTimeline
Parallel Advisors, LLC2$78<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$39<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.