INVESCO WILDERHILL CLEAN ENE (PBW) Institutional Shareholders
INVESCO WILDERHILL CLEAN ENE (PBW) 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 $152.73M in PBW holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PBW tracked by InsiderSet, reporting ownership valued at approximately $47.12M 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 $47.91M, representing an estimated gain of +1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PBW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Two Sigma Investments, Lp, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in INVESCO WILDERHILL CLEAN ENE (PBW).
This page ranks the largest institutional PBW 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
151
Total Reported Value
$152.73M
Largest Holder
Morgan Stanley
Largest Position
$47.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
178
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% | 1,492,014 | $47,117,822 | $47,908,570 | +$790,748 | +1.68% | |
| Two Sigma Investments, Lp | 0.01% | 430,157 | $13,584,358 | $13,812,341 | +$227,983 | +1.68% | |
| Goldman Sachs Group Inc | 0.00% | 335,904 | $10,607,848 | $10,785,877 | +$178,029 | +1.68% | |
| Qube Research & Technologies Ltd | 0.01% | 276,145 | $8,720,659 | $8,867,016 | +$146,357 | +1.68% | |
| Raymond James Financial Inc | 0.00% | 210,284 | $6,640,774 | $6,752,219 | +$111,445 | +1.68% | |
| Bank Of America Corp | 0.00% | 184,706 | $5,833,019 | $5,930,910 | +$97,891 | +1.68% | |
| Allianz Se | 0.06% | 169,068 | $5,339,167 | $5,428,773 | +$89,606 | +1.68% | |
| Truist Financial Corp | 0.01% | 125,920 | $4,912,133 | $4,043,291 | -$868,842 | -17.69% | |
| Lpl Financial Llc | 0.00% | 91,522 | $2,890,271 | $2,938,771 | +$48,500 | +1.68% | |
| D. E. Shaw & Co., Inc. | 0.00% | 90,605 | $2,861,306 | $2,909,327 | +$48,021 | +1.68% | |
| Stifel Financial Corp | 0.00% | 80,407 | $2,539,177 | $2,581,869 | +$42,692 | +1.68% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 62,676 | $2,444,991 | $2,012,526 | -$432,465 | -17.69% | |
| Wells Fargo & Company/Mn | 0.00% | 75,813 | $2,394,167 | $2,434,355 | +$40,188 | +1.68% | |
| Cetera Investment Advisers | 0.00% | 72,289 | $2,282,878 | $2,321,200 | +$38,322 | +1.68% | |
| Gts Securities Llc | 0.07% | 63,062 | $1,991,498 | $2,024,921 | +$33,423 | +1.68% | |
| Fortis Group Advisors, Llc | 0.30% | 47,583 | $1,856,213 | $1,527,890 | -$328,323 | -17.69% | |
| Benjamin Edwards Inc | 0.02% | 46,305 | $1,806,224 | $1,486,854 | -$319,370 | -17.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,919 | $1,713,270 | $1,410,239 | -$303,031 | -17.69% | |
| Citadel Advisors Llc | 0.00% | 53,638 | $1,693,888 | $1,722,316 | +$28,428 | +1.68% | |
| Royal Bank Of Canada | 0.00% | 43,162 | $1,363,000 | $1,385,932 | +$22,932 | +1.68% | |
| Harbour Investments, Inc. | 0.02% | 42,746 | $1,349,950 | $1,372,574 | +$22,624 | +1.68% | |
| Tower Research Capital Llc (Trc) | 0.03% | 41,395 | $1,307,254 | $1,329,193 | +$21,939 | +1.68% | |
| Nwam Llc | 0.06% | 29,707 | $1,158,861 | $953,892 | -$204,969 | -17.69% | |
| Susquehanna International Group, Llp | 0.00% | 36,666 | $1,157,912 | $1,177,345 | +$19,433 | +1.68% | |
| Beacon Pointe Advisors, Llc | 0.01% | 36,121 | $1,140,717 | $1,159,845 | +$19,128 | +1.68% | |
| Outlook Wealth Advisors, Llc | 0.27% | 35,306 | $1,114,954 | $1,133,676 | +$18,722 | +1.68% | |
| Basso Capital Management, L.P. | 0.27% | 28,505 | $1,111,999 | $915,296 | -$196,703 | -17.69% | |
| Moller Wealth Partners | 0.19% | 27,579 | $1,075,857 | $885,562 | -$190,295 | -17.69% | |
| Massar Capital Management, Lp | 0.20% | 31,584 | $997,423 | $1,014,162 | +$16,739 | +1.68% | |
| Osaic Holdings, Inc. | 0.00% | 27,328 | $863,075 | $877,502 | +$14,427 | +1.67% | |
| Comprehensive Financial Planning, Inc./Pa | 0.48% | 21,900 | $691,602 | $703,209 | +$11,607 | +1.68% | |
| Wealthfront Advisers Llc | 0.00% | 21,460 | $677,707 | $689,081 | +$11,374 | +1.68% | |
| Ameriprise Financial Inc | 0.00% | 21,228 | $670,423 | $681,631 | +$11,208 | +1.67% | |
| Financial Management Professionals, Inc. | 0.06% | 16,141 | $629,660 | $518,288 | -$111,372 | -17.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,924 | $525,633 | $479,210 | -$46,423 | -8.83% | |
| Ubs Group Ag | 0.00% | 16,365 | $516,807 | $525,480 | +$8,673 | +1.68% | |
| Cibc World Market Inc. | 0.00% | 16,358 | $516,586 | $525,255 | +$8,669 | +1.68% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 0.07% | 12,845 | $405,656 | $412,453 | +$6,797 | +1.68% | |
| Tigeroak Management, L.L.C. | 0.12% | 12,309 | $388,718 | $395,242 | +$6,524 | +1.68% | |
| Ifp Advisors, Inc | 0.01% | 9,665 | $377,032 | $310,343 | -$66,689 | -17.69% | |
| Great Diamond Partners, Llc | 0.06% | 9,130 | $356,161 | $293,164 | -$62,997 | -17.69% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 8,747 | $341,220 | $280,866 | -$60,354 | -17.69% | |
| Wealthcare Advisory Partners Llc | 0.01% | 8,497 | $331,468 | $272,839 | -$58,629 | -17.69% | |
| Wealthspire Advisors, Llc | 0.00% | 10,199 | $322,087 | $327,490 | +$5,403 | +1.68% | |
| Prism Advisors, Inc. | 0.08% | 8,183 | $319,219 | $262,756 | -$56,463 | -17.69% | |
| Envestnet Asset Management Inc | 0.00% | 9,820 | $310,120 | $315,320 | +$5,200 | +1.68% | |
| Bnp Paribas Financial Markets | 0.00% | 9,415 | $297,326 | $302,316 | +$4,990 | +1.68% | |
| Imc-Chicago, Llc | 0.00% | 9,191 | $290,252 | $295,123 | +$4,871 | +1.68% | |
| Mariner, Llc | 0.00% | 8,494 | $268,244 | $272,742 | +$4,498 | +1.68% | |
| Evolution Wealth Advisors, Llc | 0.03% | 6,738 | $262,863 | $216,357 | -$46,506 | -17.69% |
Frequently asked questions about PBW
Who owns the most PBW stock?
The largest holders of PBW 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 WILDERHILL CLEAN ENE (PBW).
Is PBW widely held by superinvestors?
Many widely followed stocks like PBW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBW 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.