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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 2025-12-31, 10,667,416 shares in all. 25 filers opened a position and 9 filers sold out during the quarter.

Managers
152
13F filers
153
New
25
Added
38
Reduced
38
Sold out
9
Shares held by filers
10,667,416

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
DV Trading LLC2,957,579$90.3M7.82%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,304,790$39.8M<0.01%+345,45213F-HR/ATimelineGroup
HighTower Advisors, LLC818,050$25M0.03%+5,56713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC523,709$16M0.01%+416,90513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC471,799$14.4M<0.01%+208,11913F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP458,557$14M0.02%+325,31613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC382,190$11.7M0.01%+320,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/372,799$11.4M<0.01%-161,80613F-HRTimelineGroup
Qube Research & Technologies Ltd360,739$11M0.02%+308,03513F-HRTimeline
LPL Financial LLC320,122$9.78M<0.01%+127,19113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.304,628$9.3M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC295,214$9.02M<0.01%+99,49513F-HRTimelineGroup
Kingsview Wealth Management, LLC234,565$7.16M0.1%+226,45713F-HRTimeline
Allianz SEin group Allianz SE169,068$5.16M0.07%-45,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,742$4.42M<0.01%+111,66513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…131,163$4.01M0.01%+58,44413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN116,131$3.55M<0.01%+27,09913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding101,850$3.11M-4,882Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,805$2.86M<0.01%-4,22513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd68,933$2.11M0.02%+48,92313F-HRTimelineGroup
Financial Management Professionals, Inc.51,496$1.57M0.16%+51,48113F-HRTimeline
HRT FINANCIAL LP50,817$1.55M<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC48,983$1.5M0.01%new13F-HRTimeline
Q3 Asset Management45,484$1.39M0.32%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,733$1.31M<0.01%+20,13813F-HRTimeline
Nilsine Partners, LLC40,384$1.23M0.11%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,211$1.23M<0.01%+8,87713F-HRTimelineGroup
Outlook Wealth Advisors, LLC35,735$1.09M0.25%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,252$1.05M<0.01%-29913F-HRTimeline
NWAM LLC31,019$951K0.05%+4313F-HRTimeline
MOLLER WEALTH PARTNERS30,524$932K0.2%-1,45813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,266$863K0.01%-25,05213F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,677$845K<0.01%-93113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,317$834K<0.01%-23,97613F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,254$771K<0.01%-9,89013F-HRTimelineGroup
Wealthfront Advisers LLC21,204$648K<0.01%+28513F-HRTimeline
MML INVESTORS SERVICES, LLC21,074$644K<0.01%+4,94513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,866$637K0.04%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,967$610K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors19,324$590K0.19%-3,50913F-HRTimeline
Hennion & Walsh Asset Management, Inc.17,165$524K0.02%new13F-HRTimeline
Cetera Investment Advisers17,108$522K<0.01%+3,73113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,967$518K<0.01%-93713F-HRTimelineGroup
CIBC WORLD MARKET INC.15,689$479K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,681$479K0.01%-16313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,391$440K<0.01%new13F-HRTimelineGroup
TigerOak Management, L.L.C.14,080$430K0.13%-1,01813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…13,367$408K0.07%-3,67213F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…13,019$398K0.1%+2,52413F-HRTimelineGroup
Private Advisor Group, LLC12,828$392K<0.01%+1,36013F-HRTimeline
Prospera Financial Services Inc12,332$377K0.01%-20013F-HRTimeline
MinichMacGregor Wealth Management, LLC12,040$368K0.07%-2,08513F-HRTimeline
GTS SECURITIES LLC11,300$345K0.01%-19,81213F-HRTimeline
Wealthspire Advisors, LLC10,197$311K<0.01%+913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,554$292K<0.01%-62,13913F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…9,015$275K0.18%new13F-HRTimeline
Western Financial Corp/CA8,989$275K0.11%+1913F-HRTimeline
Tradition Wealth Management, LLC8,788$268K0.02%-2,11213F-HRTimeline
CX Institutional8,785$268K0.01%-213F-HRTimeline
Mariner, LLCin group Mariner, LLC8,503$260K<0.01%+95613F-HRTimelineGroup
Prism Advisors, Inc.8,145$249K0.07%-2,15613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,929$242K<0.01%new13F-HRTimelineGroup
MAI Capital Management7,862$240K<0.01%+613F-HRTimeline
EP Wealth Advisors, LLC7,593$232K<0.01%13F-HRTimeline
Great Diamond Partners, LLC7,070$216K0.04%new13F-HRTimeline
Prosperity Consulting Group, LLC6,899$211K0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,837$209K0.04%-21213F-HRTimeline
Evolution Wealth Advisors, LLC6,758$206K0.02%new13F-HRTimeline
COMERICA BANK6,452$197K<0.01%+3,51713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,408$135K<0.01%-2,00013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,000$122K<0.01%+3,40013F-HRTimelineGroup
VUB Generali dochodkova spravcovska spo…3,850$118K0.09%13F-HRTimeline
AlphaCore Capital LLC3,766$115K<0.01%new13F-HRTimeline
HOWE & RUSLING INC3,589$110K0.01%-47113F-HRTimeline
Steward Partners Investment Advisory, L…3,471$106K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,961$90.4K<0.01%-27713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,929$89.5K<0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC2,193$67K0.03%+513F-HRTimeline
MOTCO2,190$66.9K0.01%-5513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,854$56.6K<0.01%new13F-HRTimeline
Allworth Financial LP1,746$53.3K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,697$51.9K<0.01%-1313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,516$46.3K<0.01%-2,06313F-HRTimelineGroup
North Star Investment Management Corp.1,470$44.9K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,397$42.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,357$41.4K<0.01%-6,31013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,231$37.6K0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,147$35K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,042$31.9K<0.01%013F-HRTimelineGroup
HM PAYSON & CO1,004$30.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC885$27K<0.01%new13F-HRTimeline
IFP Advisors, Inc782$23.9K<0.01%+2413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV740$22.6K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC644$19.7K<0.01%-12613F-HRTimelineGroup
Kennebec Savings Bank619$18.9K0.02%013F-HRTimeline
Financial Perspectives, Inc583$17.8K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.582$17.8K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC580$17.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC566$17.3K<0.01%+23613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…475$14.5K<0.01%-53013F-HRTimeline
Vermillion Wealth Management, Inc.467$14.3K0.01%+213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.383$11.7K<0.01%-1,46713F-HRTimelineGroup
Millstone Evans Group, LLC357$10.9K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.351$10.7K0.01%013F-HRTimeline
Breakwater Investment Management331$10.1K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC311$10.1K<0.01%-1,07413F-HRTimelineGroup
Community Bank, N.A.323$9.86K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.311$9.5K0.01%013F-HRTimeline
Activest Wealth Management300$9.16K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.225$6.89K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$6.11K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding197$6.02K-80Timeline
Pacific Center for Financial Services202$5.82K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB188$5.74K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…167$5.1K<0.01%013F-HRTimeline
Glassman Wealth Services162$4.95K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.160$4.89K<0.01%013F-HRTimeline
Blue Trust, Inc.152$4.64K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC151$4.62K<0.01%+8513F-HRTimeline
Global Retirement Partners, LLC147$4.47K<0.01%-10913F-HRTimeline
Fortis Group Advisors, LLC133$4.06K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP131$4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$3.85K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…125$3.82K<0.01%013F-HRTimeline
WealthShield Partners, LLC124$3.79K<0.01%013F-HRTimeline
Clearstead Advisors, LLC100$3.05K<0.01%013F-HRTimeline
Register Financial Advisors LLC90$2.75K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.84$2.57K<0.01%013F-HRTimeline
Piscataqua Savings Bank71$2.17K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC60$1.83K<0.01%new13F-HRTimeline
Rossby Financial, LCC58$1.77K<0.01%013F-HRTimeline
MTM Investment Management, LLC55$1.69K<0.01%013F-HRTimeline
NewEdge Advisors, LLC55$1.68K<0.01%-9613F-HRTimeline
Asset Dedication, LLC46$1.41K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC44$1.35K<0.01%013F-HRTimeline
New Republic Capital, LLC41$1.25K<0.01%013F-HRTimeline
Sound Income Strategies, LLC33$1.17K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36$1.1K<0.01%+3013F-HRTimelineGroup
UMB Bank, n.a.35$1.07K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT35$1.07K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$1K<0.01%-4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC30$917<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.30$916<0.01%-9213F-HRTimeline
Godfrey Financial Associates, Inc.29$886<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC26$794<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24$733<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15$458<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$367<0.01%013F-HRTimeline
Sage Mountain Advisors LLC4$135<0.01%013F-HRTimeline
Parallel Advisors, LLC2$61<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$31<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.