INVESCO GLOBAL CLEAN ENERGY (PBD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $66.42M in PBD holdings during the latest filing period.
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 $7.11M, representing an estimated loss of -10.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
72
Total Reported Value
$66.42M
Largest Holder
Raymond James Financial Inc
Largest Position
$7.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $7,109,374 | -$875,944 | -10.97% | |
| Morgan Stanley | 0.00% | 381,151 | $7,470,565 | $6,651,085 | -$819,480 | -10.97% | |
| Royal Bank Of Canada | 0.00% | 351,680 | $6,893,000 | $6,136,816 | -$756,184 | -10.97% | |
| Mercer Global Advisors Inc | 0.01% | 214,187 | $4,198,065 | $3,737,563 | -$460,502 | -10.97% | |
| Truist Financial Corp | 0.00% | 210,974 | $4,135,097 | $3,681,496 | -$453,601 | -10.97% | |
| Ubs Group Ag | 0.00% | 176,341 | $3,456,283 | $3,077,150 | -$379,133 | -10.97% | |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | 165,087 | $3,236,000 | $2,880,768 | -$355,232 | -10.98% | |
| Stifel Financial Corp | 0.00% | 138,418 | $2,712,929 | $2,415,394 | -$297,535 | -10.97% | |
| Lpl Financial Llc | 0.00% | 131,279 | $2,573,065 | $2,290,819 | -$282,246 | -10.97% | |
| Cetera Investment Advisers | 0.00% | 116,339 | $2,280,249 | $2,030,116 | -$250,133 | -10.97% | |
| Ameriprise Financial Inc | 0.00% | 114,452 | $2,243,257 | $1,997,187 | -$246,070 | -10.97% | |
| Wells Fargo & Company/Mn | 0.00% | 91,239 | $1,788,279 | $1,592,121 | -$196,158 | -10.97% | |
| Nilsine Partners, Llc | 0.12% | 90,082 | $1,765,607 | $1,571,931 | -$193,676 | -10.97% | |
| Susquehanna International Group, Llp | 0.00% | 73,266 | $1,436,014 | $1,278,492 | -$157,522 | -10.97% | |
| Envestnet Asset Management Inc | 0.00% | 61,943 | $1,214,083 | $1,080,905 | -$133,178 | -10.97% | |
| Flow Traders U.S. Llc | 0.04% | 48,221 | $945,000 | $841,456 | -$103,544 | -10.96% | |
| Financial Engines Advisors L.L.C. | 0.00% | 40,844 | $800,542 | $712,728 | -$87,814 | -10.97% | |
| Jane Street Group, Llc | 0.00% | 40,280 | $789,488 | $702,886 | -$86,602 | -10.97% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 39,615 | $776,454 | $691,282 | -$85,172 | -10.97% | |
| Quantinno Capital Management Lp | 0.00% | 38,106 | $746,878 | $664,950 | -$81,928 | -10.97% | |
| Jpmorgan Chase & Co | 0.00% | 37,491 | $720,577 | $654,218 | -$66,359 | -9.21% | |
| Prospera Financial Services Inc | 0.01% | 30,874 | $605,367 | $538,751 | -$66,616 | -11.00% | |
| Private Advisor Group, Llc | 0.00% | 30,791 | $603,505 | $537,303 | -$66,202 | -10.97% | |
| Equitable Holdings, Inc. | 0.00% | 30,370 | $595,252 | $529,957 | -$65,296 | -10.97% | |
| Independent Financial Group, Llc | 0.01% | 28,559 | $559,756 | $498,355 | -$61,401 | -10.97% | |
| Wellington Shields & Co., Llc | 0.11% | 25,454 | $498,898 | $444,172 | -$54,726 | -10.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,670 | $385,540 | $343,242 | -$42,299 | -10.97% | |
| Osaic Holdings, Inc. | 0.00% | 19,249 | $377,307 | $335,895 | -$41,412 | -10.98% | |
| Minichmacgregor Wealth Management, Llc | 0.06% | 18,771 | $367,912 | $327,554 | -$40,358 | -10.97% | |
| Kkm Financial Llc | 0.05% | 17,089 | $334,944 | $298,203 | -$36,741 | -10.97% | |
| Jones Financial Companies Lllp | 0.00% | 16,630 | $313,642 | $290,194 | -$23,449 | -7.48% | |
| Johnson Financial Group, Llc | 0.02% | 14,903 | $292,099 | $260,057 | -$32,042 | -10.97% | |
| Mather Group, Llc. | 0.00% | 14,825 | $290,570 | $258,696 | -$31,874 | -10.97% | |
| Colorado Capital Management, Inc. | 0.10% | 14,764 | $289,000 | $257,632 | -$31,368 | -10.85% | |
| Citadel Advisors Llc | 0.00% | 13,896 | $272,362 | $242,485 | -$29,877 | -10.97% | |
| Goldman Sachs Group Inc | 0.00% | 13,499 | $264,580 | $235,558 | -$29,022 | -10.97% | |
| Davenport & Co Llc | 0.00% | 13,288 | $260,440 | $231,876 | -$28,564 | -10.97% | |
| Princeton Global Asset Management Llc | 0.04% | 13,237 | $259,449 | $230,986 | -$28,463 | -10.97% | |
| Western Financial Corp/Ca | 0.07% | 12,014 | $235,474 | $209,644 | -$25,830 | -10.97% | |
| Global View Capital Management Llc | 0.05% | 11,824 | $231,750 | $206,329 | -$25,421 | -10.97% | |
| Pfg Investments, Llc | 0.01% | 10,386 | $203,568 | $181,236 | -$22,332 | -10.97% | |
| Soa Wealth Advisors, Llc. | 0.03% | 8,467 | $165,956 | $147,749 | -$18,207 | -10.97% | |
| Us Bancorp \De\ | 0.00% | 7,192 | $140,963 | $125,500 | -$15,463 | -10.97% | |
| Sbi Securities Co., Ltd. | 0.00% | 4,670 | $91,532 | $81,492 | -$10,041 | -10.97% | |
| Institute For Wealth Management, Llc. | 0.01% | 4,153 | $81,399 | $72,470 | -$8,929 | -10.97% | |
| Citigroup Inc | 0.00% | 3,841 | $75,284 | $67,025 | -$8,259 | -10.97% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 3,531 | $69,208 | $61,616 | -$7,592 | -10.97% | |
| Mcdonald Partners Llc | 0.01% | 2,350 | $46,060 | $41,008 | -$5,053 | -10.97% | |
| Clearstead Advisors, Llc | 0.00% | 2,220 | $43,512 | $38,739 | -$4,773 | -10.97% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,984 | $38,845 | $34,621 | -$4,224 | -10.87% |
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.