PBD

Invesco Global Clean EnergyETF$17.86 0.82%
UnclassifiedCUSIP 46138G847· EOD Sep 8, 2026

Among active 13F managers last quarter, 6 opened and 9 added, while 8 reduced; the largest holder to move was Nilsine Partners, LLC (+0.7%).

Tracked 13F holders
74
34 in Q2 2026 filings
13F value (tracked)
$91.0M
13F moves · latest Q
15 added
8 reduced

Price & smart-money activity

$17.86 0.82%5Y -39.6%
$7.36$14.07$20.77$27.48$34.18202120222023202420252026754472624285665751137643255567435411412798
Hover for who · click for detailEnd-of-day closing prices52w $14.18 – $22.46

Who owns PBD?

74 tracked 13F filers · ranked by shares held

74 tracked 13F filers disclose a position in PBD as of the latest SEC 13F filings, a combined $91.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1HighTower Advisors, LLC1.9M
$34.1M
−0.9%
Reduced · −18K sh
Q1 2026
2Morgan Stanley446K
$8.0M
−62%
Reduced · −741K sh
Q1 2026
3Raymond James Financial Inc409K
$7.3M
+5.9%
Added · +23K sh
Q1 2026
4Royal Bank Of Canada336K
$6.0M
−1.9%
Reduced · −7K sh
Q1 2026
5Mercer Global Advisors Inc215K
$3.9M
Held
Q1 2026
6Truist Financial Corp209K
$3.7M
New
+209K sh
Q1 2026
7UBS Group AG172K
$3.1M
+5.2%
Added · +9K sh
Q1 2026
8Stifel Financial Corp138K
$2.5M
−19%
Reduced · −32K sh
Q1 2026
9Ameriprise Financial Inc118K
$2.1M
−3.3%
Reduced · −4K sh
Q1 2026
10Cetera Investment Advisers117K
$2.1M
+571%
Added · +100K sh
Q1 2026
11LPL Financial LLC115K
$2.1M
−47%
Reduced · −103K sh
Q1 2026
12Jane Street Group, LLC100K
$1.8M
+203%
Added · +67K sh
Q1 2026
13Nilsine Partners, LLC90K
$1.8M
+0.7%
Added · +641 sh
Q2 2026
14Wells Fargo & Company75K
$1.3M
+33%
Added · +19K sh
Q1 2026
15Envestnet Asset Management Inc62K
$1.1M
−0.1%
Reduced · −76 sh
Q1 2026
16Financial Engines Advisors L.L.C.41K
$801K
−11%
Reduced · −5K sh
Q2 2026
17Hennion & Walsh Asset Management, Inc.40K
$776K
−75%
Reduced · −119K sh
Q2 2026
18Prospera Financial Services Inc31K
$605K
+37%
Added · +8K sh
Q2 2026
19Private Advisor Group, LLC31K
$604K
+7.5%
Added · +2K sh
Q2 2026
20Equitable Holdings, Inc.30K
$595K
+26%
Added · +6K sh
Q2 2026
21Independent Financial Group, LLC29K
$560K
+1.5%
Added · +411 sh
Q2 2026
22Wellington Shields & Co., LLC25K
$499K
−1.4%
Reduced · −355 sh
Q2 2026
23Osaic Holdings, Inc.21K
$372K
+6.0%
Added · +1K sh
Q1 2026
24Trust Co Of Vermont20K
$382K
−0.5%
Reduced · −101 sh
Q2 2026
25MinichMacGregor Wealth Management, LLC19K
$368K
−8.7%
Reduced · −2K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PBD being bought or sold by institutions?

Last quarter, 6 funds opened a new position in PBD and 9 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
9
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own PBD also own

CompanyCo-held byTheir position there
Apple IncAAPL33 funds$11.0B
Nvidia CorpNVDA33 funds$10.3B
Amazon.com IncAMZN33 funds$6.7B
Microsoft CorpMSFT33 funds$6.5B
JPMorgan Chase & CoJPM33 funds$3.3B
Eli Lilly & CoLLY33 funds$3.2B
Tesla IncTSLA33 funds$1.9B
Alphabet Inc-CL AGOOGL32 funds$5.2B
Broadcom IncAVGO32 funds$4.0B
Alphabet Inc-CL CGOOG32 funds$3.7B
Meta Platforms Inc-Class AMETA32 funds$2.9B
Johnson & JohnsonJNJ32 funds$1.6B

Ranked by how many of PBD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBD.

Institutional ownership over time

34 tracked filers in Q2 2026 filingsstill filing
03672Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $9.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for PBD

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Ask your agent what changed in PBD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PBD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PBD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.