Who owns PBE?
Invesco Biotechnology & Genome ETF · Invesco
105 institutions reported holding PBE, worth $94.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $13.3M | 148,498 | +16,719 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $9.4M | 104,341 | +2,356 shares |
| LPL Financial LLC | Fort Mill, SC | $8.3M | 92,322 | +5,582 shares |
| UBS Group AG | Zurich, Switzerland | $6.1M | 68,097 | −879 shares |
| Bank of America Corp. | Charlotte, NC | $5.1M | 57,290 | −2,000 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $4.5M | 50,488 | −8,841 shares |
| Wells Fargo & Company | San Francisco, CA | $3.5M | 38,558 | −744 shares |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica, CA | $2.8M | 31,666 | −3,574 shares |
| Cetera Investment Advisers | Schaumburg, IL | $2.3M | 25,760 | +2,621 shares |
| YHB Investment Advisors, Inc. | West Hartford, CT | $2.1M | 23,136 | −1,250 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PBE?
105 institutional managers reported holding PBE in Form 13F filings for June 30, 2026, worth $94.2M in total. The largest reported position was held by Morgan Stanley, at $13.3M.
Did institutions buy or sell PBE last quarter?
Reported 13F value rose 17.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PBE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.