Explore investors in these markets
Basic Stats
| Institutional Owners | 78 total, 78 long only, 0 short only, 0 long/short - change of 1.30% MRQ |
| Average Portfolio Allocation | 0.0113 % - change of -23.77% MRQ |
| Institutional Shares (Long) | 5,327,729 (ex 13D/G) - change of 0.01MM shares 0.16% MRQ |
| Institutional Value (Long) | $ 99,298 USD ($1000) |
Institutional Activity Summary
Based on the latest reported and disclosed 13F, NPORT and beneficial-ownership filings. Regulatory filings are delayed, so these figures reflect reporting lag and are not real-time ownership.
| Source | Owners | Shares | Value | % Shares |
|---|---|---|---|---|
| 13F Institutions | 92 | 5,327,729 | 99,338.65 | 100.00% |
No reported option positions.
Institutional Ownership and Shareholders
Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF (US:PBD) has 78 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5,327,729 shares. Largest shareholders include HighTower Advisors, LLC, Raymond James Financial Inc, Morgan Stanley, Royal Bank Of Canada, Mercer Global Advisors Inc /adv, Truist Financial Corp, UBS Group AG, Harel Insurance Investments & Financial Services Ltd., Stifel Financial Corp, and LPL Financial LLC .
Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF (ARCA:PBD) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 4, 2026 is 17.70 / share. Previously, on September 8, 2025, the share price was 14.39 / share. This represents an increase of 23.04% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
AI+ Ask the community
Your question will be posted publicly for the community. AI-generated answers require a paid plan.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgrade
to unlock premium data and export to Excel
.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 16,630 | 6.26 | 314 | 14.65 | ||||
| 2026-08-17 | 13F | Equitable Holdings, Inc. | 30,370 | 25.58 | 595 | 37.41 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 13,896 | 272 | ||||||
| 2026-08-11 | 13F | Allworth Financial LP | 302 | 51.00 | 6 | 66.67 | ||||
| 2026-08-13 | 13F | Steward Partners Investment Advisory, Llc | 1,575 | 107.78 | 31 | 130.77 | ||||
| 2026-07-20 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | SBI Securities Co., Ltd. | 4,670 | -0.64 | 92 | 8.33 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 381,151 | -14.62 | 7,471 | -6.67 | ||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 19,249 | -7.22 | 377 | 1.34 | ||||
| 2026-07-13 | 13F | CGC Financial Services, LLC | 645 | 0.00 | 13 | 9.09 | ||||
| 2026-07-28 | 13F | Truist Financial Corp | 210,974 | 0.88 | 4,135 | 10.30 | ||||
| 2026-07-14 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1,558 | 0.39 | 31 | 11.11 | ||||
| 2026-08-03 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-07-06 | 13F | CoreCap Advisors, LLC | 27 | 0.00 | 1 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-29 | 13F | Cornerstone Planning Group LLC | 157 | 0.00 | 3 | -33.33 | ||||
| 2026-07-30 | 13F | Asset Dedication, LLC | 762 | 0.00 | 15 | 7.69 | ||||
| 2026-08-13 | 13F | Federation des caisses Desjardins du Quebec | 1,984 | 0.00 | 39 | 8.57 | ||||
| 2026-07-24 | 13F | EverSource Wealth Advisors, LLC | 545 | 11 | ||||||
| 2026-08-14 | 13F | Financial Engines Advisors L.L.C. | 40,844 | -10.64 | 801 | -2.32 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 746 | 0.13 | 13 | |||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 30,042 | 19.32 | 1 | |||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 450 | -31.51 | 9 | -27.27 | ||||
| 2026-07-10 | 13F | Jfs Wealth Advisors, Llc | 1,095 | 0.00 | 21 | 10.53 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 138,418 | 0.20 | 2,713 | 9.53 | ||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 91,239 | 22.03 | 1,788 | 33.43 | ||||
| 2026-07-08 | 13F | Hennion & Walsh Asset Management, Inc. | 39,615 | -74.95 | 776 | -77.89 | ||||
| 2026-07-28 | 13F | Institute for Wealth Management, LLC. | 4,153 | 81 | ||||||
| 2026-07-27 | 13F | Mather Group, Llc. | 14,825 | 0.00 | 291 | 9.43 | ||||
| 2026-08-10 | 13F | Fig Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 165,087 | 11.35 | 3 | 50.00 | ||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 114,452 | -3.15 | 2,243 | 5.85 | ||||
| 2026-07-28 | 13F | BRYN MAWR TRUST Co | 100 | 0.00 | 2 | 0.00 | ||||
| 2026-08-07 | 13F | LPL Financial LLC | 131,279 | 13.76 | 2,573 | 24.36 | ||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 7,192 | 0.00 | 141 | 9.38 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 19,670 | 11.27 | 386 | 35.56 | ||||
| 2026-08-13 | 13F | Quantinno Capital Management LP | 38,106 | 147.02 | 747 | 170.29 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-08-12 | 13F | Integrated Wealth Concepts LLC | 3,755 | 74 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 346 | 0.00 | 6 | 20.00 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 407,414 | -0.34 | 7,985 | 8.94 | ||||
| 2026-07-23 | 13F | Global View Capital Management LLC | 11,824 | -78.23 | 232 | -76.26 | ||||
| 2026-07-29 | 13F | Compagnie Lombard Odier SCmA | 1,000 | 0.00 | 20 | 11.76 | ||||
| 2026-07-16 | 13F | Princeton Global Asset Management LLC | 13,237 | 12.96 | 259 | 23.33 | ||||
| 2026-07-22 | 13F | Western Financial Corp/CA | 12,014 | -0.81 | 235 | 8.29 | ||||
| 2026-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-08-07 | 13F | Trust Co Of Vermont | 19,506 | -0.52 | 382 | 21.27 | ||||
| 2026-08-14 | 13F | Ancora Advisors, LLC | 100 | 0.00 | 2 | 0.00 | ||||
| 2026-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 18,771 | -8.73 | 368 | -0.27 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 61,943 | -0.67 | 1,214 | 8.59 | ||||
| 2026-08-07 | 13F | Harborfront Financial Group LLC | 703 | 14 | ||||||
| 2026-07-27 | 13F | Whittier Trust Co | 580 | 0.00 | 11 | 10.00 | ||||
| 2026-08-07 | 13F | Evelyn Partners Group Ltd | 346 | 7 | ||||||
| 2026-08-13 | 13F | UBS Group AG | 176,341 | 2.33 | 3,456 | 11.88 | ||||
| 2026-07-01 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2026-07-21 | 13F | SOA Wealth Advisors, LLC. | 8,467 | 0.08 | 166 | 9.27 | ||||
| 2026-08-19 | 13F/A | Mercer Global Advisors Inc /adv | 214,187 | -0.52 | 4,198 | 8.76 | ||||
| 2026-07-13 | 13F | DAVENPORT & Co LLC | 13,288 | 260 | ||||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 116,339 | -0.63 | 2,280 | 8.62 | ||||
| 2026-08-13 | 13F | O'shaughnessy Asset Management, Llc | 3,531 | 1.20 | 69 | 11.29 | ||||
| 2026-08-14 | 13F | MAI Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,463 | 26 | ||||||
| 2026-07-15 | 13F | Prospera Financial Services Inc | 30,874 | 37.02 | 605 | 49.75 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 37,491 | 931.39 | 721 | 1,042.86 | ||||
| 2026-07-15 | 13F | Independent Financial Group, Llc | 28,559 | 1.46 | 560 | 10.91 | ||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 1,691 | 0.00 | 33 | 10.00 | ||||
| 2026-08-14 | 13F | Goldman Sachs Group Inc | 13,499 | 265 | ||||||
| 2026-08-14 | 13F | KKM Financial LLC | 17,089 | 335 | ||||||
| 2026-08-06 | 13F | Johnson Financial Group, LLC | 14,903 | -33.19 | 292 | -26.82 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | Atlantic Union Bankshares Corp | 479 | 0.00 | 9 | 12.50 | ||||
| 2026-07-28 | 13F | Mcdonald Partners Llc | 2,350 | 46 | ||||||
| 2026-07-23 | 13F | PFG Investments, LLC | 10,386 | -9.51 | 204 | -0.98 | ||||
| 2026-07-08 | 13F | Colorado Capital Management, Inc. | 14,764 | -5.59 | 0 | |||||
| 2026-07-24 | 13F | Nilsine Partners, LLC | 90,082 | 0.72 | 1,766 | -3.13 | ||||
| 2026-08-05 | 13F | Pacific Center for Financial Services | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-03 | 13F | Citigroup Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 290 | 0.00 | 6 | 0.00 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 351,680 | 4.61 | 6,893 | 14.37 | ||||
| 2026-08-10 | 13F | Wellington Shields & Co., LLC | 25,454 | -1.38 | 499 | 7.79 | ||||
| 2026-08-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-06 | 13F | Hartland & Co., LLC | 2,220 | 0.00 | 44 | 10.26 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 30,791 | 7.51 | 604 | 17.54 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | 73,266 | 1,436 | ||||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 40,280 | -59.81 | 789 | -56.09 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 1,884,717 | -0.79 | 36,940 | 8.45 | ||||
| 2026-08-05 | 13F | Fifth Third Bancorp | 402 | 0.00 | 8 | 0.00 | ||||
| 2026-08-14 | 13F | Flow Traders U.s. Llc | 48,221 | 1 | ||||||
| 2026-08-13 | 13F | Rockefeller Capital Management L.P. | 435 | 0.46 | 9 | 14.29 | ||||
| 2026-08-10 | 13F | National Bank Of Canada /fi/ | 843 | -19.18 | 16 | -11.11 |