Among active 13F managers last quarter, 9 opened and 16 added, while 10 reduced; the largest holder to move was Two Sigma Investments, LP (−6.2%).
136 tracked 13F filers disclose a position in PBW as of the latest SEC 13F filings, a combined $150.9M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.5M | $47.1M | ▲+14% Added · +187K sh | Q1 2026 | |
| 2 | Two Sigma Investments, LP | 430K | $13.6M | ▼−6.2% Reduced · −28K sh | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 336K | $10.6M | ▼−29% Reduced · −136K sh | Q1 2026 | |
| 4 | Qube Research & Technologies Ltd | 276K | $8.7M | ▼−23% Reduced · −85K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 210K | $6.6M | ▼−29% Reduced · −85K sh | Q1 2026 | |
| 6 | Bank Of America Corp | 185K | $5.8M | ▼−50% Reduced · −188K sh | Q1 2026 | |
| 7 | Allianz SE | 169K | $5.3M | —Held | Q1 2026 | |
| 8 | Truist Financial Corp | 128K | $4.0M | ▲+652% Added · +111K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 92K | $2.9M | ▼−71% Reduced · −229K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 91K | $2.9M | ▼−70% Reduced · −214K sh | Q1 2026 | |
| 11 | Stifel Financial Corp | 80K | $2.5M | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 76K | $2.4M | ▼−35% Reduced · −40K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | 72K | $2.3M | ▲+323% Added · +55K sh | Q1 2026 | |
| 14 | GTS Securities LLC | 63K | $2.0M | ▲+458% Added · +52K sh | Q1 2026 | |
| 15 | Envestnet Portfolio Solutions, Inc. | 63K | $2.4M | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 16 | Fortis Group Advisors, LLC | 48K | $1.9M | ▲+1.5% Added · +708 sh | Q2 2026 | |
| 17 | Benjamin Edwards Inc | 46K | $1.8M | ▲New +46K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 43K | $1.4M | ▼−70% Reduced · −102K sh | Q1 2026 | |
| 19 | Harbour Investments, Inc. | 43K | $1.3M | ▲1k× Added · +43K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 42K | $1.6M | ▼−21% Reduced · −11K sh | Q2 2026 | |
| 21 | Commonwealth Equity Services, LLC | 42K | $1.3M | ▼−2.1% Reduced · −920 sh | Q1 2026 | |
| 22 | Tower Research Capital LLC (TRC) | 41K | $1.3M | ▲31× Added · +40K sh | Q1 2026 | |
| 23 | Susquehanna International Group, LLP | 37K | $1.2M | ▼−72% Reduced · −94K sh | Q1 2026 | |
| 24 | Wealthfront Advisers LLC | 35K | $1.4M | ▲+62% Added · +13K sh | Q2 2026 | |
| 25 | Nwam LLC | 30K | $1.2M | ▼−8.6% Reduced · −3K 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.
Last quarter, 9 funds opened a new position in PBW and 16 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 66 funds | $12.5B |
| Apple IncAAPL | 65 funds | $12.8B |
| Microsoft CorpMSFT | 64 funds | $9.6B |
| Amazon.com IncAMZN | 64 funds | $8.8B |
| Alphabet Inc-CL AGOOGL | 64 funds | $7.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 64 funds | $4.9B |
| Tesla IncTSLA | 64 funds | $4.4B |
| Broadcom IncAVGO | 63 funds | $6.7B |
| Costco Wholesale CorpCOST | 63 funds | $3.4B |
| Vanguard S&P 500 ETFVOO | 62 funds | $4.3B |
| Meta Platforms Inc-Class AMETA | 62 funds | $4.1B |
| Eli Lilly & CoLLY | 62 funds | $3.7B |
Ranked by how many of PBW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBW.
No filings captured for this ticker in the live stream yet.
Connected entities for PBW
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PBW/capital-change-brief"
Use Arkolith's capital_change_brief for PBW. 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 PBW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.