INVESCO GLOBAL CLEAN ENERGY (PBD) Top Institutional Shareholders
INVESCO GLOBAL CLEAN ENERGY (PBD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $93.00M in PBD holdings during the latest filing period.
Hightower Advisors, Llc is currently the largest disclosed institutional shareholder of PBD tracked by InsiderSet, reporting ownership valued at approximately $34.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.16M, representing an estimated gain of +12.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed PBD value among the investors covered in this analysis. Major shareholders include Hightower Advisors, Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO GLOBAL CLEAN ENERGY (PBD).
This page ranks the largest institutional PBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
72
Total Reported Value
$93.00M
Largest Holder
Hightower Advisors, Llc
Largest Position
$34.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hightower Advisors, Llc | 0.04% | 1,899,787 | $34,063,180 | $38,162,351 | +$4,099,171 | +12.03% | |
| Morgan Stanley | 0.00% | 446,427 | $8,004,437 | $8,967,692 | +$963,255 | +12.03% | |
| Raymond James Financial Inc | 0.00% | 408,817 | $7,330,088 | $8,212,193 | +$882,105 | +12.03% | |
| Royal Bank Of Canada | 0.00% | 336,169 | $6,027,000 | $6,752,862 | +$725,862 | +12.04% | |
| Mercer Global Advisors Inc | 0.01% | 215,297 | $3,860,275 | $4,324,822 | +$464,547 | +12.03% | |
| Truist Financial Corp | 0.01% | 209,137 | $3,749,818 | $4,201,081 | +$451,263 | +12.03% | |
| Hennion & Walsh Asset Management, Inc. | 0.12% | 158,118 | $3,510,748 | $3,176,227 | -$334,521 | -9.53% | |
| Ubs Group Ag | 0.00% | 172,323 | $3,089,751 | $3,461,573 | +$371,822 | +12.03% | |
| Stifel Financial Corp | 0.00% | 138,148 | $2,476,958 | $2,775,076 | +$298,118 | +12.04% | |
| Ameriprise Financial Inc | 0.00% | 118,175 | $2,119,222 | $2,373,864 | +$254,642 | +12.02% | |
| Cetera Investment Advisers | 0.00% | 117,075 | $2,099,146 | $2,351,767 | +$252,621 | +12.03% | |
| Lpl Financial Llc | 0.00% | 115,395 | $2,069,039 | $2,318,020 | +$248,981 | +12.03% | |
| Nilsine Partners, Llc | 0.14% | 89,441 | $1,822,808 | $1,796,664 | -$26,144 | -1.43% | |
| Jane Street Group, Llc | 0.00% | 100,225 | $1,797,034 | $2,013,290 | +$216,256 | +12.03% | |
| Wells Fargo & Company/Mn | 0.00% | 74,769 | $1,340,607 | $1,501,937 | +$161,330 | +12.03% | |
| Envestnet Asset Management Inc | 0.00% | 62,359 | $1,118,097 | $1,252,649 | +$134,552 | +12.03% | |
| Independent Financial Group, Llc | 0.01% | 35,159 | $1,058,051 | $706,263 | -$351,788 | -33.25% | |
| Global View Capital Management Llc | 0.26% | 54,318 | $973,922 | $1,091,124 | +$117,202 | +12.03% | |
| Financial Engines Advisors L.L.C. | 0.00% | 45,706 | $819,509 | $918,128 | +$98,619 | +12.03% | |
| Private Advisor Group, Llc | 0.00% | 28,640 | $513,513 | $575,312 | +$61,799 | +12.03% | |
| Wellington Shields & Co., Llc | 0.12% | 25,809 | $462,764 | $518,443 | +$55,679 | +12.03% | |
| Equitable Holdings, Inc. | 0.00% | 24,184 | $433,619 | $485,801 | +$52,182 | +12.03% | |
| Prospera Financial Services Inc | 0.01% | 22,532 | $404,169 | $452,616 | +$48,447 | +11.99% | |
| Johnson Financial Group, Llc | 0.03% | 22,306 | $399,947 | $448,076 | +$48,129 | +12.03% | |
| Osaic Holdings, Inc. | 0.00% | 20,746 | $372,030 | $416,739 | +$44,709 | +12.02% | |
| Minichmacgregor Wealth Management, Llc | 0.07% | 20,567 | $368,766 | $413,144 | +$44,378 | +12.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,684 | $317,070 | $355,231 | +$38,161 | +12.04% | |
| Quantinno Capital Management Lp | 0.00% | 15,426 | $276,588 | $309,873 | +$33,285 | +12.03% | |
| Jones Financial Companies Lllp | 0.00% | 15,651 | $273,739 | $314,393 | +$40,654 | +14.85% | |
| Mather Group, Llc. | 0.00% | 14,825 | $265,812 | $297,800 | +$31,988 | +12.03% | |
| Western Financial Corp/Ca | 0.09% | 12,112 | $217,168 | $243,302 | +$26,134 | +12.03% | |
| Princeton Global Asset Management Llc | 0.03% | 11,718 | $210,097 | $235,388 | +$25,291 | +12.04% | |
| Pfg Investments, Llc | 0.01% | 11,477 | $205,779 | $230,547 | +$24,768 | +12.04% | |
| Soa Wealth Advisors, Llc. | 0.03% | 8,460 | $151,691 | $169,942 | +$18,251 | +12.03% | |
| Us Bancorp \De\ | 0.00% | 7,192 | $128,953 | $144,471 | +$15,518 | +12.03% | |
| Sbi Securities Co., Ltd. | 0.00% | 4,700 | $84,271 | $94,412 | +$10,141 | +12.03% | |
| Mai Capital Management | 0.00% | 4,417 | $79,201 | $88,727 | +$9,526 | +12.03% | |
| Citigroup Inc | 0.00% | 3,958 | $70,967 | $79,507 | +$8,540 | +12.03% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 3,489 | $62,558 | $70,086 | +$7,528 | +12.03% | |
| Clearstead Advisors, Llc | 0.00% | 2,220 | $39,805 | $44,595 | +$4,790 | +12.03% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,984 | $35,566 | $39,854 | +$4,288 | +12.06% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,691 | $30,320 | $33,968 | +$3,648 | +12.03% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 1,552 | $27,825 | $31,176 | +$3,351 | +12.04% | |
| Western Wealth Management, Llc | 0.00% | 1,463 | $26,226 | $29,388 | +$3,162 | +12.06% | |
| Jfs Wealth Advisors, Llc | 0.00% | 1,095 | $19,634 | $21,996 | +$2,362 | +12.03% | |
| National Bank Of Canada | 0.00% | 1,043 | $18,701 | $20,951 | +$2,250 | +12.03% | |
| Compagnie Lombard Odier Scma | 0.00% | 1,000 | $17,930 | $20,088 | +$2,158 | +12.03% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 758 | $13,591 | $15,226 | +$1,635 | +12.03% | |
| Cwm, Llc | 0.00% | 746 | $13,374 | $14,985 | +$1,611 | +12.05% | |
| Eastern Bank | 0.00% | 690 | $12,372 | $13,861 | +$1,489 | +12.03% |
Frequently asked questions about PBD
Who owns the most PBD stock?
The largest holders of PBD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO GLOBAL CLEAN ENERGY (PBD).
Is PBD widely held by superinvestors?
Many widely followed stocks like PBD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.