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 $191.37M 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 $54.90M 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 $43.10M, representing an estimated loss of -21.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed PBW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Goldman Sachs Group Inc, Qube Research & Technologies Ltd, 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
146
Total Reported Value
$191.37M
Largest Holder
Morgan Stanley
Largest Position
$54.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
146
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% | 1,407,238 | $54,896,410 | $43,103,700 | -$11,792,710 | -21.48% | |
| Goldman Sachs Group Inc | 0.00% | 881,546 | $34,389,109 | $27,001,754 | -$7,387,355 | -21.48% | |
| Qube Research & Technologies Ltd | 0.01% | 287,500 | $11,215,375 | $8,806,125 | -$2,409,250 | -21.48% | |
| Bank Of America Corp | 0.00% | 200,286 | $7,813,153 | $6,134,760 | -$1,678,393 | -21.48% | |
| D. E. Shaw & Co., Inc. | 0.00% | 151,907 | $5,925,892 | $4,652,911 | -$1,272,981 | -21.48% | |
| Raymond James Financial Inc | 0.00% | 150,018 | $5,852,218 | $4,595,051 | -$1,257,167 | -21.48% | |
| Allianz Se | 0.06% | 143,068 | $5,581,083 | $4,382,173 | -$1,198,910 | -21.48% | |
| Truist Financial Corp | 0.01% | 125,920 | $4,912,133 | $3,856,930 | -$1,055,203 | -21.48% | |
| Lpl Financial Llc | 0.00% | 107,310 | $4,186,174 | $3,286,905 | -$899,269 | -21.48% | |
| Wells Fargo & Company/Mn | 0.00% | 105,721 | $4,124,178 | $3,238,234 | -$885,944 | -21.48% | |
| Stifel Financial Corp | 0.00% | 80,935 | $3,157,207 | $2,479,039 | -$678,168 | -21.48% | |
| Q3 Asset Management | 0.45% | 63,167 | $2,464,000 | $1,934,805 | -$529,195 | -21.48% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 62,676 | $2,444,991 | $1,919,766 | -$525,225 | -21.48% | |
| Osaic Holdings, Inc. | 0.00% | 61,889 | $2,414,368 | $1,895,660 | -$518,708 | -21.48% | |
| Gts Securities Llc | 0.05% | 55,808 | $2,177,070 | $1,709,399 | -$467,671 | -21.48% | |
| Harbour Investments, Inc. | 0.03% | 51,169 | $1,996,094 | $1,567,306 | -$428,788 | -21.48% | |
| Two Sigma Investments, Lp | 0.00% | 50,816 | $1,982,332 | $1,556,494 | -$425,838 | -21.48% | |
| Royal Bank Of Canada | 0.00% | 49,721 | $1,939,000 | $1,522,954 | -$416,046 | -21.46% | |
| Fortis Group Advisors, Llc | 0.30% | 47,583 | $1,856,213 | $1,457,467 | -$398,746 | -21.48% | |
| Benjamin Edwards Inc | 0.02% | 46,305 | $1,806,224 | $1,418,322 | -$387,902 | -21.48% | |
| Tower Research Capital Llc (Trc) | 0.04% | 43,922 | $1,713,397 | $1,345,331 | -$368,066 | -21.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,919 | $1,713,270 | $1,345,239 | -$368,031 | -21.48% | |
| Citadel Advisors Llc | 0.00% | 42,246 | $1,648,016 | $1,293,995 | -$354,021 | -21.48% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 42,087 | $1,641,814 | $1,289,125 | -$352,689 | -21.48% |
| Wealthfront Advisers Llc | 0.00% | 34,862 | $1,359,967 | $1,067,823 | -$292,144 | -21.48% | |
| Ubs Group Ag | 0.00% | 30,084 | $1,173,577 | $921,473 | -$252,104 | -21.48% | |
| Nwam Llc | 0.06% | 29,707 | $1,158,861 | $909,925 | -$248,936 | -21.48% | |
| Basso Capital Management, L.P. | 0.27% | 28,505 | $1,111,999 | $873,108 | -$238,891 | -21.48% | |
| Moller Wealth Partners | 0.19% | 27,579 | $1,075,857 | $844,745 | -$231,112 | -21.48% | |
| Beacon Pointe Advisors, Llc | 0.00% | 26,992 | $1,052,944 | $826,765 | -$226,179 | -21.48% | |
| Susquehanna International Group, Llp | 0.00% | 24,185 | $943,457 | $740,787 | -$202,670 | -21.48% | |
| Ameriprise Financial Inc | 0.00% | 22,574 | $880,612 | $691,442 | -$189,170 | -21.48% | |
| Comprehensive Financial Planning, Inc./Pa | 0.46% | 22,119 | $862,862 | $677,505 | -$185,357 | -21.48% | |
| Jane Street Group, Llc | 0.00% | 20,361 | $794,283 | $623,657 | -$170,626 | -21.48% | |
| Thrivent Financial For Lutherans | 0.00% | 19,029 | $742,000 | $582,858 | -$159,142 | -21.45% | |
| Cetera Investment Advisers | 0.00% | 18,509 | $722,055 | $566,931 | -$155,124 | -21.48% | |
| Cibc World Market Inc. | 0.00% | 16,567 | $646,279 | $507,447 | -$138,832 | -21.48% | |
| Financial Management Professionals, Inc. | 0.06% | 16,141 | $629,660 | $494,399 | -$135,261 | -21.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,924 | $525,633 | $457,122 | -$68,511 | -13.03% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 0.07% | 11,969 | $466,924 | $366,610 | -$100,314 | -21.48% | |
| Private Advisory Group Llc | 0.02% | 10,326 | $402,817 | $316,285 | -$86,532 | -21.48% | |
| Wealthspire Advisors, Llc | 0.00% | 10,213 | $398,426 | $312,824 | -$85,602 | -21.48% | |
| Ifp Advisors, Inc | 0.01% | 9,665 | $377,032 | $296,039 | -$80,993 | -21.48% | |
| Envestnet Asset Management Inc | 0.00% | 9,243 | $360,553 | $283,113 | -$77,440 | -21.48% | |
| Great Diamond Partners, Llc | 0.06% | 9,130 | $356,161 | $279,652 | -$76,509 | -21.48% | |
| Tigeroak Management, L.L.C. | 0.10% | 8,924 | $348,125 | $273,342 | -$74,783 | -21.48% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 8,747 | $341,220 | $267,921 | -$73,299 | -21.48% | |
| Cx Institutional | 0.01% | 8,632 | $337,000 | $264,398 | -$72,602 | -21.54% | |
| Wealthcare Advisory Partners Llc | 0.01% | 8,497 | $331,468 | $260,263 | -$71,205 | -21.48% | |
| Prism Advisors, Inc. | 0.08% | 8,183 | $319,219 | $250,645 | -$68,574 | -21.48% |
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.