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Disclosery

PBW INVESCO EXCHANGE TRADED FD T

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WILDERHIL CLAN (fund)

144 managers (145 13F filers) reported a position in PBW shares at 2026-03-31, 5,009,971 shares in all. 14 filers opened a position and 21 filers sold out during the quarter.

Managers
144
13F filers
145
New
14
Added
29
Reduced
46
Sold out
21
Shares held by filers
5,009,971

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 STANLEY1,492,014$47.1M<0.01%+187,22413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP430,157$13.6M0.01%-28,40013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC335,904$10.6M<0.01%-135,89513F-HRTimelineGroup
Qube Research & Technologies Ltd276,145$8.72M0.01%-84,59413F-HRTimeline
IFP Advisors, Inc260,117$8.21M0.17%+259,33513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,284$6.64M<0.01%-84,93013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/184,706$5.83M<0.01%-188,09313F-HRTimelineGroup
Allianz SEin group Allianz SE169,068$5.34M0.06%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP127,672$4.03M0.01%+110,70513F-HRTimelineGroup
LPL Financial LLC91,522$2.89M<0.01%-228,60013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.90,605$2.86M<0.01%-214,02313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,407$2.54M<0.01%-13,39813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,813$2.39M<0.01%-40,31813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding74,428$2.35M-27,422Timeline
Cetera Investment Advisers72,289$2.28M<0.01%+55,18113F-HRTimeline
GTS SECURITIES LLC63,062$1.99M0.07%+51,76213F-HRTimeline
Fortis Group Advisors, LLC46,875$1.79M0.3%+46,74213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,638$1.69M<0.01%+39,24713F-HRTimelineGroup
Financial Management Professionals, Inc.50,997$1.61M0.18%-49913F-HRTimeline
Q3 Asset Management48,287$1.52M0.37%+2,80313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,162$1.36M<0.01%-101,58013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.42,746$1.35M0.02%+42,71613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,813$1.32M<0.01%-92013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…41,395$1.31M0.03%+40,03813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,666$1.16M<0.01%-94,49713F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,121$1.14M0.01%-12,86213F-HRTimeline
Outlook Wealth Advisors, LLC35,306$1.11M0.27%-42913F-HRTimeline
NWAM LLC32,495$1.03M0.06%+1,47613F-HRTimeline
Massar Capital Management, LP31,584$997K0.2%new13F-HRTimeline
MOLLER WEALTH PARTNERS29,228$923K0.18%-1,29613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,328$863K<0.01%+1113F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…21,900$692K0.48%+12,88513F-HRTimeline
Wealthfront Advisers LLC21,460$678K<0.01%+25613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,228$670K<0.01%-18,98313F-HR/ATimelineGroup
BLUE JEAN FINANCIAL LLC20,673$653K0.54%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,802$625K<0.01%-16513F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,365$517K<0.01%-8,88913F-HRTimelineGroup
CIBC WORLD MARKET INC.16,358$517K<0.01%+66913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,786$501K<0.01%-15,46613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…12,845$406K0.07%-52213F-HRTimeline
TigerOak Management, L.L.C.12,309$389K0.12%-1,77113F-HRTimeline
Wealthspire Advisors, LLC10,199$322K<0.01%+213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,415$297K<0.01%-13913F-HRTimelineGroup
IMC-Chicago, LLC9,191$290K<0.01%new13F-HRTimeline
CX Institutional8,585$271K0.01%-20013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,494$268K<0.01%-913F-HRTimelineGroup
Prism Advisors, Inc.8,165$258K0.07%+2013F-HRTimeline
Cambridge Investment Research Advisors,…7,992$252K<0.01%-19,68513F-HRTimeline
Tradition Wealth Management, LLC7,870$249K0.02%-91813F-HRTimeline
MAI Capital Management7,856$248K<0.01%-613F-HRTimeline
Great Diamond Partners, LLC7,658$242K0.05%+58813F-HRTimeline
EP Wealth Advisors, LLC7,593$240K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC6,899$218K0.01%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,837$216K0.04%013F-HRTimeline
Evolution Wealth Advisors, LLC6,758$213K0.02%013F-HRTimeline
Creative Planningin group Creative Planning6,730$213K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,666$211K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC6,540$207K<0.01%-811,51013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,504$205K0.02%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,000$126K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC3,980$126K0.01%+39113F-HRTimeline
VUB Generali dochodkova spravcovska spo…3,850$122K0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…3,456$109K<0.01%-1513F-HRTimeline
AlphaCore Capital LLC3,366$106K<0.01%-40013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,776$87.7K<0.01%-18513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,608$82.4K<0.01%-1,80013F-HRTimelineGroup
JPL Wealth Management, LLC2,585$81.6K0.02%new13F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC2,366$74.7K<0.01%-521,34313F-HRTimelineGroup
Westfuller Advisors, LLC2,195$69.3K0.03%+213F-HRTimeline
MOTCO2,190$69.2K0.01%013F-HRTimeline
Allworth Financial LP1,746$55.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,697$53.6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,748$52.6K<0.01%+23213F-HR/ATimelineGroup
North Star Investment Management Corp.1,470$46.4K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,436$45.3K<0.01%+1,05313F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC1,233$38.9K0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,147$36.2K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC885$34K<0.01%013F-HRTimeline
HM PAYSON & CO1,004$31.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/922$29.1K<0.01%-12013F-HRTimelineGroup
Advisory Services Network, LLC746$23.6K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV740$23.4K0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC677$21.4K<0.01%+36613F-HRTimelineGroup
FMR LLCin group FMR LLC611$19.3K<0.01%+4513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT597$18.9K<0.01%-80013F-HRTimeline
Financial Perspectives, Inc584$18.4K0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.582$18.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.468$14.8K0.01%+113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC422$13.3K<0.01%-22213F-HRTimelineGroup
Hickory Point Bank & Trust400$12.6K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC580$11.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC357$11.3K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.351$11.1K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…335$10.6K<0.01%-14013F-HRTimeline
Breakwater Investment Management331$10.5K<0.01%013F-HRTimeline
Community Bank, N.A.323$10.2K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.311$9.82K0.01%013F-HRTimeline
Rossby Financial, LCC308$9.73K<0.01%+25013F-HRTimeline
Activest Wealth Management300$9.47K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.226$7.13K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC220$6.95K<0.01%new13F-HRTimeline
Pacific Center for Financial Services202$6.38K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$6.32K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…197$6.22K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB188$5.94K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…167$5.27K<0.01%013F-HRTimeline
Glassman Wealth Services162$5.12K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.160$5.05K<0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC153$4.83K<0.01%13F-HRTimeline
SHP Wealth Management143$4.51K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC140$4.42K<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP131$4.14K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$3.98K<0.01%013F-HRTimeline
WealthShield Partners, LLC124$3.92K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC111$3.52K<0.01%-4013F-HRTimeline
Blue Trust, Inc.111$3.5K<0.01%-4113F-HRTimeline
Clearstead Advisors, LLC100$3.16K<0.01%013F-HRTimeline
Register Financial Advisors LLC90$2.84K<0.01%013F-HRTimeline
Kennebec Savings Bank77$2.43K<0.01%-54213F-HRTimeline
Piscataqua Savings Bank71$2.24K<0.01%013F-HRTimeline
MTM Investment Management, LLC55$1.75K<0.01%013F-HRTimeline
NewEdge Advisors, LLC55$1.74K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.54$1.7K<0.01%-3013F-HRTimeline
Realta Investment Advisors50$1.58K<0.01%-19,27413F-HRTimeline
Asset Dedication, LLC46$1.45K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC44$1.4K<0.01%013F-HR/ATimeline
New Republic Capital, LLC41$1.29K<0.01%013F-HRTimeline
UMB Bank, n.a.35$1.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT35$1.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC33$1.04K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ashton Thomas Private Wealth, LLC31$979<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$948<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.29$916<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC26$822<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24$758<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15$474<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$379<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC10$316<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6$189<0.01%-3013F-HRTimelineGroup
Sage Mountain Advisors LLC4$140<0.01%013F-HRTimeline
Parallel Advisors, LLC2$63<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1$32<0.01%013F-HRTimelineGroup
Lodestone Wealth Management LLC0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.