PBD Institutional Ownership & Shareholders
INVESCO GLOBAL CLEAN ENERGY (PBD) is currently held by 65 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $52.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of PBD tracked by InsiderSet, reporting ownership valued at approximately $7.99M in its June 30, 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 $6.17M, representing an estimated loss of -22.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed PBD value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Royal Bank Of Canada, 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
65
Total Reported Value
$52.58M
Largest Holder
Raymond James Financial Inc
Largest Position
$7.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 407,414 | $7,985,318 | $6,168,248 | -$1,817,070 | -22.76% | |
| Morgan Stanley | 0.00% | 381,151 | $7,470,565 | $5,770,626 | -$1,699,939 | -22.76% | |
| Royal Bank Of Canada | 0.00% | 351,680 | $6,893,000 | $5,324,435 | -$1,568,565 | -22.76% | |
| Mercer Global Advisors Inc | 0.01% | 214,187 | $4,198,065 | $3,242,791 | -$955,274 | -22.76% | |
| Ubs Group Ag | 0.00% | 176,341 | $3,456,283 | $2,669,803 | -$786,480 | -22.76% | |
| Stifel Financial Corp | 0.00% | 138,418 | $2,712,929 | $2,095,649 | -$617,280 | -22.75% | |
| Cetera Investment Advisers | 0.00% | 116,339 | $2,280,249 | $1,761,372 | -$518,877 | -22.76% | |
| Ameriprise Financial Inc | 0.00% | 114,452 | $2,243,257 | $1,732,803 | -$510,454 | -22.76% | |
| Lpl Financial Llc | 0.00% | 108,378 | $1,819,673 | $1,640,843 | -$178,830 | -9.83% | |
| Wells Fargo & Company/Mn | 0.00% | 91,239 | $1,788,279 | $1,381,358 | -$406,921 | -22.75% | |
| Susquehanna International Group, Llp | 0.00% | 73,266 | $1,436,014 | $1,109,247 | -$326,767 | -22.76% | |
| Envestnet Asset Management Inc | 0.00% | 61,943 | $1,214,083 | $937,817 | -$276,266 | -22.76% | |
| Flow Traders U.S. Llc | 0.04% | 48,221 | $945,000 | $730,066 | -$214,934 | -22.74% | |
| Financial Engines Advisors L.L.C. | 0.00% | 40,844 | $800,542 | $618,378 | -$182,164 | -22.76% | |
| Jane Street Group, Llc | 0.00% | 40,280 | $789,488 | $609,839 | -$179,649 | -22.76% | |
| Quantinno Capital Management Lp | 0.00% | 38,106 | $746,878 | $576,925 | -$169,953 | -22.76% | |
| Jpmorgan Chase & Co | 0.00% | 37,491 | $720,577 | $567,614 | -$152,963 | -21.23% | |
| Private Advisor Group, Llc | 0.00% | 30,791 | $603,505 | $466,176 | -$137,329 | -22.76% | |
| Equitable Holdings, Inc. | 0.00% | 30,370 | $595,252 | $459,802 | -$135,450 | -22.76% | |
| Osaic Holdings, Inc. | 0.00% | 19,249 | $377,307 | $291,430 | -$85,877 | -22.76% | |
| Kkm Financial Llc | 0.05% | 17,089 | $334,944 | $258,727 | -$76,217 | -22.76% | |
| Jones Financial Companies Lllp | 0.00% | 16,630 | $313,642 | $251,778 | -$61,864 | -19.72% | |
| Princeton Global Asset Management Llc | 0.04% | 17,759 | $298,180 | $268,871 | -$29,309 | -9.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,584 | $278,439 | $251,082 | -$27,357 | -9.83% | |
| Citadel Advisors Llc | 0.00% | 13,896 | $272,362 | $210,385 | -$61,977 | -22.76% | |
| Goldman Sachs Group Inc | 0.00% | 13,499 | $264,580 | $204,375 | -$60,205 | -22.75% | |
| Johnson Financial Group, Llc | 0.01% | 14,903 | $250,221 | $225,631 | -$24,590 | -9.83% | |
| Mather Group, Llc. | 0.00% | 14,825 | $248,912 | $224,451 | -$24,462 | -9.83% | |
| Pfg Investments, Llc | 0.01% | 10,386 | $203,568 | $157,244 | -$46,324 | -22.76% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,097 | $169,529 | $152,869 | -$16,660 | -9.83% | |
| Soa Wealth Advisors, Llc. | 0.03% | 8,467 | $165,956 | $128,190 | -$37,766 | -22.76% | |
| Us Bancorp \De\ | 0.00% | 7,192 | $120,754 | $108,887 | -$11,867 | -9.83% | |
| Sbi Securities Co., Ltd. | 0.00% | 4,470 | $75,051 | $67,676 | -$7,375 | -9.83% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 3,531 | $69,208 | $53,459 | -$15,749 | -22.76% | |
| Citigroup Inc | 0.00% | 3,841 | $64,490 | $58,153 | -$6,337 | -9.83% | |
| Mcdonald Partners Llc | 0.01% | 2,350 | $39,457 | $35,579 | -$3,878 | -9.83% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,984 | $38,845 | $30,038 | -$8,807 | -22.67% | |
| Clearstead Advisors, Llc | 0.00% | 2,220 | $37,274 | $33,611 | -$3,663 | -9.83% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,575 | $30,870 | $23,846 | -$7,025 | -22.76% | |
| Ritter Daniher Financial Advisory Llc / De | 0.00% | 1,558 | $30,543 | $23,588 | -$6,955 | -22.77% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,691 | $28,392 | $25,602 | -$2,790 | -9.83% | |
| Jfs Wealth Advisors, Llc | 0.00% | 1,095 | $18,386 | $16,578 | -$1,808 | -9.83% | |
| Compagnie Lombard Odier Scma | 0.00% | 1,000 | $16,790 | $15,140 | -$1,650 | -9.83% | |
| National Bank Of Canada | 0.00% | 843 | $16,489 | $12,763 | -$3,726 | -22.60% | |
| Cwm, Llc | 0.00% | 746 | $13,374 | $11,294 | -$2,080 | -15.55% | |
| Asset Dedication, Llc | 0.00% | 762 | $12,792 | $11,537 | -$1,255 | -9.81% | |
| Whittier Trust Co | 0.00% | 580 | $11,310 | $8,781 | -$2,529 | -22.36% | |
| Cgc Financial Services, Llc | 0.00% | 645 | $10,830 | $9,765 | -$1,065 | -9.83% | |
| Atlantic Union Bankshares Corp | 0.00% | 479 | $9,389 | $7,252 | -$2,137 | -22.76% | |
| Eversource Wealth Advisors, Llc | 0.00% | 548 | $9,201 | $8,297 | -$904 | -9.83% |
Frequently asked questions about PBD
Who are the largest institutional holders of PBD?
The largest institutional holders of PBD reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Morgan Stanley, Royal Bank Of Canada, Mercer Global Advisors Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported PBD position.
What is PBD institutional ownership?
This page tracks PBD positions reported by institutional investment managers through SEC Form 13F. INVESCO GLOBAL CLEAN ENERGY (PBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBD?
InsiderSet currently tracks 65 institutional managers reporting PBD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBD shareholders.
How much PBD stock do institutions own?
Institutional investment managers disclosed approximately $52.58M in PBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBD institutional ownership last updated?
The latest PBD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBD position after the reporting date.
Are institutions buying or selling PBD?
Institutional buying and selling can be analyzed by comparing PBD positions across consecutive 13F reporting periods. InsiderSet's PBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBD ownership changes.
How has PBD institutional ownership changed over time?
InsiderSet tracks PBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.