INVESCO BIOTECHNOLOGY & GENO (PBE) Institutional Shareholders
INVESCO BIOTECHNOLOGY & GENO (PBE) 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 $82.99M in PBE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PBE tracked by InsiderSet, reporting ownership valued at approximately $10.43M 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 $11.81M, representing an estimated gain of +13.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PBE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, United Capital Financial Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO BIOTECHNOLOGY & GENO (PBE).
This page ranks the largest institutional PBE 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
98
Total Reported Value
$82.99M
Largest Holder
Morgan Stanley
Largest Position
$10.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 131,779 | $10,434,325 | $11,808,822 | +$1,374,497 | +13.17% | |
| United Capital Financial Advisors, Llc | 0.05% | 101,985 | $8,081,291 | $9,138,957 | +$1,057,666 | +13.09% | |
| Lpl Financial Llc | 0.00% | 86,740 | $6,868,112 | $7,772,841 | +$904,729 | +13.17% | |
| Ubs Group Ag | 0.00% | 68,976 | $5,461,520 | $6,180,995 | +$719,475 | +13.17% | |
| Royal Bank Of Canada | 0.00% | 59,329 | $4,698,000 | $5,316,519 | +$618,519 | +13.17% | |
| Bank Of America Corp | 0.00% | 59,290 | $4,694,585 | $5,313,024 | +$618,439 | +13.17% | |
| Wells Fargo & Company/Mn | 0.00% | 39,302 | $3,111,979 | $3,521,884 | +$409,905 | +13.17% | |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | 35,240 | $2,790,316 | $3,157,885 | +$367,569 | +13.17% | |
| Yhb Investment Advisors, Inc. | 0.13% | 23,136 | $2,074,110 | $2,073,235 | -$875 | -0.04% | |
| Envestnet Asset Management Inc | 0.00% | 22,250 | $1,994,671 | $1,993,840 | -$831 | -0.04% | |
| Cetera Investment Advisers | 0.00% | 23,139 | $1,832,133 | $2,073,504 | +$241,371 | +13.17% | |
| Institute For Wealth Management, Llc. | 0.16% | 20,218 | $1,812,516 | $1,811,751 | -$765 | -0.04% | |
| Penobscot Investment Management Company, Inc. | 0.12% | 19,450 | $1,743,665 | $1,742,930 | -$735 | -0.04% | |
| Massachusetts Wealth Management | 0.61% | 17,784 | $1,594,311 | $1,593,638 | -$673 | -0.04% | |
| Us Bancorp \De\ | 0.00% | 16,500 | $1,306,470 | $1,478,578 | +$172,108 | +13.17% | |
| Newedge Wealth, Llc | 0.01% | 15,701 | $1,243,205 | $1,406,979 | +$163,774 | +13.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,211 | $1,184,360 | $1,183,848 | -$512 | -0.04% | |
| Abbot Financial Management, Inc. | 0.42% | 12,425 | $983,812 | $1,113,414 | +$129,602 | +13.17% | |
| Mariner, Llc | 0.00% | 12,220 | $967,553 | $1,095,044 | +$127,491 | +13.18% | |
| Creativeone Wealth, Llc | 0.02% | 12,219 | $967,513 | $1,094,954 | +$127,441 | +13.17% | |
| Benjamin Edwards Inc | 0.01% | 10,363 | $929,414 | $928,637 | -$777 | -0.08% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,667 | $844,649 | $955,878 | +$111,229 | +13.17% | |
| Newman Dignan & Sheerar, Inc. | 0.16% | 9,370 | $840,007 | $839,653 | -$354 | -0.04% | |
| Raymond James Financial Inc | 0.00% | 10,566 | $836,621 | $946,828 | +$110,207 | +13.17% | |
| Farther Finance Advisors, Llc | 0.01% | 9,174 | $822,436 | $822,089 | -$347 | -0.04% | |
| Rfg Advisory, Llc | 0.01% | 8,510 | $762,910 | $762,588 | -$322 | -0.04% | |
| One Capital Management, Llc | 0.02% | 9,314 | $737,482 | $834,635 | +$97,153 | +13.17% | |
| Osaic Holdings, Inc. | 0.00% | 8,814 | $697,911 | $789,830 | +$91,919 | +13.17% | |
| Investment House Llc | 0.04% | 8,580 | $679,364 | $768,861 | +$89,497 | +13.17% | |
| Citadel Advisors Llc | 0.00% | 8,571 | $678,652 | $768,054 | +$89,402 | +13.17% | |
| Jones Financial Companies Lllp | 0.00% | 7,889 | $596,369 | $706,940 | +$110,571 | +18.54% | |
| Kestra Advisory Services, Llc | 0.00% | 6,623 | $593,759 | $593,492 | -$267 | -0.04% | |
| Susquehanna International Group, Llp | 0.00% | 7,403 | $586,170 | $663,389 | +$77,219 | +13.17% | |
| Archford Capital Strategies, Llc | 0.06% | 6,252 | $560,483 | $560,247 | -$236 | -0.04% | |
| Hightower Advisors, Llc | 0.00% | 6,746 | $534,141 | $604,514 | +$70,373 | +13.18% | |
| Dynamic Advisor Solutions Llc | 0.01% | 5,398 | $483,923 | $483,719 | -$204 | -0.04% | |
| Flagship Harbor Advisors, Llc | 0.02% | 5,100 | $457,207 | $457,015 | -$192 | -0.04% | |
| Axxcess Wealth Management, Llc | 0.01% | 4,725 | $423,590 | $423,411 | -$179 | -0.04% | |
| Pacific Sun Financial Corp | 0.18% | 4,807 | $380,618 | $430,759 | +$50,141 | +13.17% | |
| Hills Bank & Trust Co | 0.02% | 4,559 | $360,982 | $408,536 | +$47,554 | +13.17% | |
| Creative Planning | 0.00% | 4,505 | $356,678 | $403,697 | +$47,019 | +13.18% | |
| Stifel Financial Corp | 0.00% | 4,410 | $349,203 | $395,184 | +$45,981 | +13.17% | |
| Goldman Sachs Group Inc | 0.00% | 4,021 | $318,383 | $360,325 | +$41,942 | +13.17% | |
| Beese Fulmer Investment Management, Inc. | 0.02% | 3,250 | $291,358 | $291,235 | -$123 | -0.04% | |
| Connecticut Capital Management Group, Llc | 0.23% | 3,218 | $288,488 | $288,368 | -$120 | -0.04% | |
| Sowell Financial Services Llc | 0.01% | 2,933 | $262,939 | $262,828 | -$111 | -0.04% | |
| Cwm, Llc | 0.00% | 3,317 | $262,642 | $297,239 | +$34,597 | +13.17% | |
| Signet Financial Management, Llc | 0.03% | 3,295 | $260,937 | $295,268 | +$34,331 | +13.16% | |
| Summit Financial, Llc | 0.00% | 3,295 | $260,937 | $295,268 | +$34,331 | +13.16% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 3,165 | $250,605 | $283,618 | +$33,013 | +13.17% |
Frequently asked questions about PBE
Who owns the most PBE stock?
The largest holders of PBE 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 BIOTECHNOLOGY & GENO (PBE).
Is PBE widely held by superinvestors?
Many widely followed stocks like PBE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBE 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.