INVESCO WILDERHILL CLEAN ENE (PBW) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $158.01M 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 $59.65M, representing an estimated gain of +26.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
143
Total Reported Value
$158.01M
Largest Holder
Morgan Stanley
Largest Position
$47.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
166
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 | $59,650,720 | +$12,532,898 | +26.60% | |
| Two Sigma Investments, Lp | 0.01% | 430,157 | $13,584,358 | $17,197,677 | +$3,613,319 | +26.60% | |
| Goldman Sachs Group Inc | 0.00% | 335,904 | $10,607,848 | $13,429,442 | +$2,821,594 | +26.60% | |
| Qube Research & Technologies Ltd | 0.01% | 276,145 | $8,720,659 | $11,040,277 | +$2,319,618 | +26.60% | |
| Ifp Advisors, Inc | 0.17% | 260,117 | $8,214,495 | $10,399,478 | +$2,184,983 | +26.60% | |
| Raymond James Financial Inc | 0.00% | 210,284 | $6,640,774 | $8,407,154 | +$1,766,380 | +26.60% | |
| Bank Of America Corp | 0.00% | 184,706 | $5,833,019 | $7,384,546 | +$1,551,527 | +26.60% | |
| Allianz Se | 0.06% | 169,068 | $5,339,167 | $6,759,339 | +$1,420,172 | +26.60% | |
| Truist Financial Corp | 0.01% | 127,672 | $4,031,879 | $5,104,327 | +$1,072,448 | +26.60% | |
| Lpl Financial Llc | 0.00% | 91,522 | $2,890,271 | $3,659,050 | +$768,779 | +26.60% | |
| D. E. Shaw & Co., Inc. | 0.00% | 90,605 | $2,861,306 | $3,622,388 | +$761,082 | +26.60% | |
| Stifel Financial Corp | 0.00% | 80,407 | $2,539,177 | $3,214,672 | +$675,495 | +26.60% | |
| Wells Fargo & Company/Mn | 0.00% | 75,813 | $2,394,167 | $3,031,004 | +$636,837 | +26.60% | |
| Cetera Investment Advisers | 0.00% | 72,289 | $2,282,878 | $2,890,114 | +$607,236 | +26.60% | |
| Independent Financial Group, Llc | 0.03% | 33,443 | $2,128,194 | $1,337,051 | -$791,143 | -37.17% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 64,608 | $2,040,321 | $2,583,028 | +$542,707 | +26.60% | |
| Gts Securities Llc | 0.07% | 63,062 | $1,991,498 | $2,521,219 | +$529,721 | +26.60% | |
| Fortis Group Advisors, Llc | 0.30% | 46,875 | $1,791,599 | $1,874,062 | +$82,463 | +4.60% | |
| Citadel Advisors Llc | 0.00% | 53,638 | $1,693,888 | $2,144,447 | +$450,559 | +26.60% | |
| Financial Management Professionals, Inc. | 0.18% | 50,997 | $1,610,485 | $2,038,860 | +$428,375 | +26.60% | |
| Royal Bank Of Canada | 0.00% | 43,162 | $1,363,000 | $1,725,617 | +$362,617 | +26.60% | |
| Harbour Investments, Inc. | 0.02% | 42,746 | $1,349,950 | $1,708,985 | +$359,035 | +26.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,813 | $1,320,450 | $1,671,684 | +$351,234 | +26.60% | |
| Tower Research Capital Llc (Trc) | 0.03% | 41,395 | $1,307,254 | $1,654,972 | +$347,718 | +26.60% | |
| Susquehanna International Group, Llp | 0.00% | 36,666 | $1,157,912 | $1,465,907 | +$307,995 | +26.60% | |
| Beacon Pointe Advisors, Llc | 0.01% | 36,121 | $1,140,717 | $1,444,118 | +$303,401 | +26.60% | |
| Outlook Wealth Advisors, Llc | 0.27% | 35,306 | $1,114,954 | $1,411,534 | +$296,580 | +26.60% | |
| Nwam Llc | 0.06% | 32,495 | $1,026,177 | $1,299,150 | +$272,973 | +26.60% | |
| Massar Capital Management, Lp | 0.20% | 31,584 | $997,423 | $1,262,728 | +$265,305 | +26.60% | |
| Moller Wealth Partners | 0.18% | 29,228 | $923,020 | $1,168,535 | +$245,515 | +26.60% | |
| Osaic Holdings, Inc. | 0.00% | 27,328 | $863,075 | $1,092,573 | +$229,498 | +26.59% | |
| Comprehensive Financial Planning, Inc./Pa | 0.48% | 21,900 | $691,602 | $875,562 | +$183,960 | +26.60% | |
| Wealthfront Advisers Llc | 0.00% | 21,460 | $677,707 | $857,971 | +$180,264 | +26.60% | |
| Ameriprise Financial Inc | 0.00% | 21,228 | $670,423 | $848,695 | +$178,272 | +26.59% | |
| Blue Jean Financial Llc | 0.54% | 20,673 | $652,853 | $826,507 | +$173,654 | +26.60% | |
| Ubs Group Ag | 0.00% | 16,365 | $516,807 | $654,273 | +$137,466 | +26.60% | |
| Cibc World Market Inc. | 0.00% | 16,358 | $516,586 | $653,993 | +$137,407 | +26.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,786 | $501,375 | $631,124 | +$129,749 | +25.88% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 0.07% | 12,845 | $405,656 | $513,543 | +$107,887 | +26.60% | |
| Tigeroak Management, L.L.C. | 0.12% | 12,309 | $388,718 | $492,114 | +$103,396 | +26.60% | |
| Wealthspire Advisors, Llc | 0.00% | 10,199 | $322,087 | $407,756 | +$85,669 | +26.60% | |
| Envestnet Asset Management Inc | 0.00% | 9,820 | $310,120 | $392,604 | +$82,484 | +26.60% | |
| Bnp Paribas Financial Markets | 0.00% | 9,415 | $297,326 | $376,412 | +$79,086 | +26.60% | |
| Imc-Chicago, Llc | 0.00% | 9,191 | $290,252 | $367,456 | +$77,204 | +26.60% | |
| Mariner, Llc | 0.00% | 8,494 | $268,244 | $339,590 | +$71,346 | +26.60% | |
| Prism Advisors, Inc. | 0.07% | 8,165 | $257,851 | $326,437 | +$68,586 | +26.60% | |
| Tradition Wealth Management, Llc | 0.02% | 7,870 | $248,531 | $314,643 | +$66,112 | +26.60% | |
| Mai Capital Management | 0.00% | 7,856 | $248,080 | $314,083 | +$66,003 | +26.61% | |
| Great Diamond Partners, Llc | 0.05% | 7,658 | $241,840 | $306,167 | +$64,327 | +26.60% | |
| Ep Wealth Advisors, Llc | 0.00% | 7,593 | $239,787 | $303,568 | +$63,781 | +26.60% |
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.