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Disclosery

PBW INVESCO EXCHANGE TRADED FD T

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WILDERHIL CLAN (fund)

132 managers (134 13F filers) reported a position in PBW shares at 2025-09-30, 4,841,871 shares in all. 33 filers opened a position and 10 filers sold out during the quarter.

Managers
132
13F filers
134
New
33
Added
22
Reduced
34
Sold out
10
Shares held by filers
4,841,871

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY959,338$27.7M<0.01%+211,39713F-HR/ATimelineGroup
HighTower Advisors, LLC812,483$23.5M0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/534,605$15.4M<0.01%+134,68213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC263,680$7.62M<0.01%+1,93013F-HRTimelineGroup
Allianz SEin group Allianz SE214,068$6.18M0.13%-50,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,719$5.65M<0.01%+79,40913F-HRTimelineGroup
LPL Financial LLC192,931$5.57M<0.01%+140,35213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP133,241$3.85M0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC111,695$3.23M0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC106,804$3.08M<0.01%+77,68613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding106,732$3.08M+22,546Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,030$2.83M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,032$2.57M<0.01%+58,12313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,719$2.1M<0.01%-81613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS71,693$2.07M<0.01%-227,62213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC62,190$1.8M<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,318$1.54M0.02%new13F-HRTimelineGroup
Qube Research & Technologies Ltd52,704$1.52M<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,293$1.4M<0.01%+11,46413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,551$1.02M<0.01%-3,07213F-HRTimeline
UBS Group AGin group UBS Group AG35,144$1.01M<0.01%-34,45413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,077$955K<0.01%-13,07313F-HRTimelineGroup
MOLLER WEALTH PARTNERS31,982$924K0.19%-5,72713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,334$905K<0.01%+13,00513F-HRTimelineGroup
NWAM LLC30,976$899K0.05%+5,46913F-HR/ATimeline
GTS SECURITIES LLC31,112$899K0.03%-12,98113F-HRTimeline
Cambridge Investment Research Advisors,…28,608$826K<0.01%new13F-HRTimeline
Realta Investment Advisors22,833$659K0.22%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,595$653K<0.01%+6,00013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,378$617K0.01%new13F-HRTimelineGroup
Wealthfront Advisers LLC20,919$604K<0.01%-3,72513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd20,010$577K0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,904$517K<0.01%-9,92013F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…17,039$492K0.09%-27713F-HRTimeline
MML INVESTORS SERVICES, LLC16,129$466K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,844$458K0.01%new13F-HRTimeline
TigerOak Management, L.L.C.15,098$436K0.14%-2,98113F-HRTimeline
MinichMacGregor Wealth Management, LLC14,125$408K0.08%new13F-HRTimeline
Cetera Investment Advisers13,377$386K<0.01%-50313F-HRTimeline
Prospera Financial Services Inc12,532$362K0.01%new13F-HRTimeline
Private Advisor Group, LLC11,468$331K<0.01%new13F-HRTimeline
Tradition Wealth Management, LLC10,900$315K0.02%-1,04913F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…10,495$303K0.08%new13F-HRTimelineGroup
Prism Advisors, Inc.10,301$297K0.08%-33713F-HRTimeline
Wealthspire Advisors, LLC10,188$294K<0.01%-10713F-HRTimeline
Western Financial Corp/CA8,970$259K0.11%new13F-HRTimeline
CX Institutional8,787$254K0.01%-14813F-HRTimeline
EWG Elevate Inc.8,727$252K0.08%new13F-HRTimeline
Kingsview Wealth Management, LLC8,108$234K<0.01%new13F-HRTimeline
MAI Capital Management7,856$227K<0.01%+2,56013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,667$221K0.01%-35,45913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,547$218K<0.01%new13F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC7,049$204K0.03%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,408$185K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC4,060$117K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,579$103K<0.01%+2,16413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,471$100K<0.01%-3413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,238$93.5K<0.01%+213F-HRTimelineGroup
COMERICA BANK2,935$84.8K<0.01%-4913F-HRTimeline
MOTCO2,245$64.8K0.01%013F-HRTimeline
Westfuller Advisors, LLC2,188$63.2K0.03%new13F-HRTimeline
Dakota Community Bank & Trust NA2,034$58.7K0.23%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,850$53.4K<0.01%-23713F-HRTimelineGroup
Allworth Financial LP1,746$50.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,710$49.4K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.1,470$42.5K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,385$42.3K0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,397$40.3K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,227$35.4K0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,147$33.1K<0.01%-78213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,042$30K<0.01%-1,55013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,005$29K<0.01%-20013F-HRTimeline
HM PAYSON & CO1,004$29K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC770$22.2K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc758$21.9K<0.01%013F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV740$21.4K0.01%013F-HRTimeline
Kennebec Savings Bank619$17.9K0.02%+31613F-HRTimeline
Advisory Services Network, LLC609$17.6K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …600$17.3K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.582$16.8K<0.01%-15413F-HRTimeline
Financial Perspectives, Inc581$16.8K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC580$16.8K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.465$13.4K<0.01%+113F-HRTimeline
Millstone Evans Group, LLC357$10.3K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.351$10.1K0.01%013F-HRTimeline
Breakwater Investment Management331$9.56K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC330$9.53K<0.01%+10513F-HRTimelineGroup
Community Bank, N.A.323$9.33K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.311$8.98K0.01%013F-HR/ATimeline
GPS Wealth Strategies Group, LLC310$8.96K<0.01%-413F-HRTimeline
Activest Wealth Management300$8.66K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding277$8K-100Timeline
Global Retirement Partners, LLC256$7.41K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.225$6.49K<0.01%-14313F-HRTimeline
Founders Financial Alliance, LLC220$6.35K<0.01%new13F-HRTimeline
Pacific Center for Financial Services202$5.82K<0.01%+113F-HRTimeline
CENTRAL TRUST Co200$5.78K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB188$5.43K<0.01%013F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…167$4.82K<0.01%013F-HRTimeline
Glassman Wealth Services162$4.68K<0.01%-41013F-HRTimeline
Center for Financial Planning, Inc.160$4.62K<0.01%013F-HRTimeline
NewEdge Advisors, LLC151$4.36K<0.01%-3713F-HRTimeline
Fortis Group Advisors, LLC133$3.84K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP131$3.78K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$3.64K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…125$3.6K<0.01%013F-HRTimeline
WealthShield Partners, LLC124$3.58K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.122$3.52K<0.01%-3613F-HRTimeline
Clearstead Advisors, LLC100$2.89K<0.01%013F-HRTimeline
Register Financial Advisors LLC90$2.6K<0.01%+2513F-HRTimeline
TD Waterhouse Canada Inc.84$2.56K<0.01%+3013F-HRTimeline
Piscataqua Savings Bank71$2.05K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.79$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC66$1.91K<0.01%013F-HRTimeline
Rossby Financial, LCC58$1.77K<0.01%new13F-HRTimeline
MTM Investment Management, LLC55$1.59K<0.01%013F-HRTimeline
Asset Dedication, LLC46$1.33K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC44$1.27K<0.01%new13F-HRTimeline
New Republic Capital, LLC41$1.18K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT35$1.01K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$867<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC26$750<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25$722<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/24$693<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15$433<0.01%013F-HRTimeline
Financial Management Professionals, Inc.15$433<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$347<0.01%013F-HRTimeline
AE Wealth Management LLC10$289<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6$173<0.01%-9013F-HRTimelineGroup
Sage Mountain Advisors LLC4$127<0.01%013F-HRTimeline
Parallel Advisors, LLC2$58<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$29<0.01%new13F-HRTimelineGroup