Vault-13

INVESCO EXCHANGE TRADED FD T PBW

WILDERHIL CLAN · ETP · CUSIP 46137V134

153 institutional holders +8 vs Q1 2026
4,941,8444.9m shares reported held*
$192.7mreported value*
21 new 42 added 35 reduced 15 sold out net sold ≈ $2.7m (-68.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.99. Options: 3 managers hold calls ($3.4m notional), 2 hold puts ($1.6m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 192Q4 22: 187Q1 23: 174Q2 23: 163Q3 23: 167Q4 23: 165Q1 24: 147Q2 24: 137Q3 24: 125Q4 24: 129Q1 25: 120Q2 25: 115Q3 25: 134Q4 25: 153Q1 26: 145Q2 26: 153153Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022192
Q4 2022187
Q1 2023174
Q2 2023163
Q3 2023167
Q4 2023165
Q1 2024147
Q2 2024137
Q3 2024125
Q4 2024129
Q1 2025120
Q2 2025115
Q3 2025134
Q4 2025153
Q1 2026145
Q2 2026153

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 34 bought or addedQ3 24: 54 cut or sold outQ4 24: 36 bought or addedQ4 24: 56 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 47 cut or sold outQ2 25: 39 bought or addedQ2 25: 47 cut or sold outQ2 25Q3 25: 54 bought or addedQ3 25: 44 cut or sold outQ4 25: 62 bought or addedQ4 25: 47 cut or sold outQ4 25Q1 26: 43 bought or addedQ1 26: 67 cut or sold outQ2 26: 63 bought or addedQ2 26: 50 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243454
Q4 20243656
Q1 20253547
Q2 20253947
Q3 20255444
Q4 20256247
Q1 20264367
Q2 20266350

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $462.1kQ3 25 puts: $433.2kQ3 25P/C 0.94Q4 25 calls: $629.1kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $776.9kQ1 26 puts: $622.1kQ1 26P/C 0.80Q2 26 calls: $3.4mQ2 26 puts: $1.6mQ2 26P/C 0.49
Numbers
QuarterCallsPutsP/C
Q3 2025$462.1k$433.2k0.94
Q4 2025$629.1k$00.00
Q1 2026$776.9k$622.1k0.80
Q2 2026$3.4m$1.6m0.49

Biggest buyers

GOLDMAN SACHS GROUP INC Added +545,642+545.6k
D. E. Shaw & Co., Inc. Added +61,302+61.3k
BENJAMIN EDWARDS INC New +46,305+46.3k
RENAISSANCE TECHNOLOGIES LLC New +42,087+42.1k
OSAIC HOLDINGS, INC. Added +34,561+34.6k
WELLS FARGO & COMPANY/MN Added +29,908+29.9k
BASSO CAPITAL MANAGEMENT, L.P. New +28,505+28.5k
JANE STREET GROUP, LLC New +20,361+20.4k
LPL Financial LLC Added +15,788+15.8k
BANK OF AMERICA CORP /DE/ Added +15,580+15.6k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -379,341-379.3k
IFP Advisors, Inc Reduced -250,452-250.5k
MORGAN STANLEY Reduced -84,776-84.8k
RAYMOND JAMES FINANCIAL INC Reduced -60,266-60.3k
Cetera Investment Advisers Reduced -53,780-53.8k
Outlook Wealth Advisors, LLC Sold out -35,306-35.3k
Financial Management Professionals, Inc. Reduced -34,856-34.9k
Massar Capital Management, LP Sold out -31,584-31.6k
Allianz SE Reduced -26,000-26.0k
BLUE JEAN FINANCIAL LLC Sold out -20,673-20.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2m56.8k shares
CITADEL ADVISORS LLC New $624.2k16.0k shares
JANE STREET GROUP, LLC Added $522.7k13.4k shares

Biggest puts

JANE STREET GROUP, LLC Added $1.4m36.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $218.5k5.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,407,2381.4m $54.9m $54.9m 0.00% Reduced -84.8k -84,776
2 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 881,546881.5k $34.4m $34.4m 0.00% Added +545.6k +545,642
3 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 287,500287.5k $11.2m $11.2m 0.01% Added +11.4k +11,355
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 200,286200.3k $7.8m $7.8m 0.00% Added +15.6k +15,580
5 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 151,907151.9k $5.9m $5.9m 0.00% Added +61.3k +61,302
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 150,018150.0k $5.9m $5.9m 0.00% Reduced -60.3k -60,266
7 Allianz SE 0.06% of their portfolio Munich, 2M 143,068143.1k $5.6m $5.6m 0.06% Reduced -26.0k -26,000
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 125,920125.9k $4.9m $4.9m 0.01% Reduced -1.8k -1,752
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 107,310107.3k $4.2m $4.2m 0.00% Added +15.8k +15,788
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 105,721105.7k $4.1m $4.1m 0.00% Added +29.9k +29,908
11 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 80,93580.9k $3.2m $3.2m 0.00% Added +528 +528
12 Q3 Asset Management 0.45% of their portfolio BIRMINGHAM, MI 63,16763.2k $2.5m $2.5m 0.45% Added +14.9k +14,880
13 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 62,67662.7k $2.4m $2.4m 0.01% Reduced -1.9k -1,932
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 61,88961.9k $2.4m $2.4m 0.00% Added +34.6k +34,561
15 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 55,80855.8k $2.2m $2.2m 0.05% Reduced -7.3k -7,254
16 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 51,16951.2k $2.0m $2.0m 0.03% Added +8.4k +8,423
17 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 50,81650.8k $2.0m $2.0m 0.00% Reduced -379.3k -379,341
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 49,72149.7k $1.9m $1.9m 0.00% Added +6.6k +6,559
19 Fortis Group Advisors, LLC 0.30% of their portfolio WESTWOOD, NJ 47,58347.6k $1.9m $1.9m 0.30% Added +708 +708
20 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 46,30546.3k $1.8m $1.8m 0.02% New
21 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 43,92243.9k $1.7m $1.7m 0.04% Added +2.5k +2,527
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,91943.9k $1.7m $1.7m 0.00% Added +2.1k +2,106
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,24642.2k $1.6m $1.6m 0.00% Reduced -11.4k -11,392
24 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 42,08742.1k $1.6m $1.6m 0.00% New
25 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 34,86234.9k $1.4m $1.4m 0.00% Added +13.4k +13,402
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,08430.1k $1.2m $1.2m 0.00% Added +13.7k +13,719
27 NWAM LLC 0.06% of their portfolio MERCER ISLAND, WA 29,70729.7k $1.2m $1.2m 0.06% Reduced -2.8k -2,788
28 BASSO CAPITAL MANAGEMENT, L.P. 0.27% of their portfolio STAMFORD, CT 28,50528.5k $1.1m $1.1m 0.27% New
29 MOLLER WEALTH PARTNERS 0.19% of their portfolio NORTHFIELD, IL 27,57927.6k $1.1m $1.1m 0.19% Reduced -1.6k -1,649
30 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 26,99227.0k $1.1m $1.1m 0.00% Reduced -9.1k -9,129
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,18524.2k $943.5k $943.5k 0.00% Reduced -12.5k -12,481
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 22,57422.6k $880.6k $880.6k 0.00% Added +1.3k +1,346
33 Comprehensive Financial Planning, Inc./PA 0.46% of their portfolio EAST PETERSBURG, PA 22,11922.1k $862.9k $862.9k 0.46% Added +219 +219
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,36120.4k $794.3k $794.3k 0.00% New
35 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 19,02919.0k $742.0k $742.0k 0.00% Reduced -773 -773
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,50918.5k $722.1k $722.1k 0.00% Reduced -53.8k -53,780
37 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 16,56716.6k $646.3k $646.3k 0.00% Added +209 +209
38 Financial Management Professionals, Inc. 0.06% of their portfolio AUSTIN, TX 16,14116.1k $629.7k $629.7k 0.06% Reduced -34.9k -34,856
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,13415.1k $590.0k $590.0k 0.00% Added +7.1k +7,142
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,92414.9k $525.6k $525.6k 0.00% Reduced -862 -862
41 Elwood & Goetz Wealth Advisory Group, LLC 0.07% of their portfolio ATHENS, GA 11,96912.0k $466.9k $466.9k 0.07% Reduced -876 -876
42 Private Advisory Group LLC 0.02% of their portfolio REDMOND, WA 10,32610.3k $402.8k $402.8k 0.02% New
43 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 10,21310.2k $398.4k $398.4k 0.00% Added +14 +14
44 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,6659.7k $377.0k $377.0k 0.01% Reduced -250.5k -250,452
45 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,2439.2k $360.6k $360.6k 0.00% Reduced -577 -577
46 Great Diamond Partners, LLC 0.06% of their portfolio Portland, ME 9,1309.1k $356.2k $356.2k 0.06% Added +1.5k +1,472
47 TigerOak Management, L.L.C. 0.10% of their portfolio NASHVILLE, TN 8,9248.9k $348.1k $348.1k 0.10% Reduced -3.4k -3,385
48 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 8,7478.7k $341.2k $341.2k 0.01% New
49 CX Institutional 0.01% of their portfolio AUBURN, IN 8,6328.6k $337.0k $337.0k 0.01% Added +47 +47
50 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 8,4978.5k $331.5k $331.5k 0.01% New
51 Prism Advisors, Inc. 0.08% of their portfolio STUDIO CITY, CA 8,1838.2k $319.2k $319.2k 0.08% Added +18 +18
52 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,8727.9k $307.1k $307.1k 0.00% Added +16 +16
53 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 7,6517.7k $298.5k $298.5k 0.00% New
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,5517.6k $294.6k $294.6k 0.00% Reduced -943 -943
55 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 7,4517.5k $290.7k $290.7k 0.00% Reduced -142 -142
56 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,3437.3k $286.4k $286.4k 0.00% Added +613 +613
57 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 7,0197.0k $273.8k $273.8k 0.02% Added +515 +515
58 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 7,0047.0k $273.2k $273.2k 0.02% Reduced -866 -866
59 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 6,8996.9k $269.1k $269.1k 0.01% Unchanged
60 RETIREMENT INCOME SOLUTIONS, INC 0.04% of their portfolio ANN ARBOR, MI 6,8376.8k $215.9k $215.9k 0.04% Unchanged
61 Evolution Wealth Advisors, LLC 0.03% of their portfolio AVENTURA, FL 6,7386.7k $262.9k $262.9k 0.03% Reduced -20 -20
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,3896.4k $249.2k $249.2k 0.00% Reduced -277 -277
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,3036.3k $245.9k $245.9k 0.00% Reduced -237 -237
64 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 5,9876.0k $233.6k $233.6k 0.01% New
65 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.00% of their portfolio CHARLOTTE, NC 5,8525.9k $228.3k $228.3k 0.00% New
66 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,8015.8k $226.3k $226.3k 0.00% New
67 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,3265.3k $207.8k $207.8k 0.00% New
68 HOWE & RUSLING INC 0.01% of their portfolio ROCHESTER, NY 5,2305.2k $204.0k $204.0k 0.01% Added +1.2k +1,250
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,2284.2k $164.9k $164.9k 0.00% Added +772 +772
70 VUB Generali dochodkova spravcovska spolocnost, a.s. 0.10% of their portfolio BRATISLAVA, 2B 3,8503.9k $150.2k $150.2k 0.10% Unchanged
71 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 3,3693.4k $131.4k $131.4k 0.00% Added +3 +3
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,2793.3k $127.9k $127.9k 0.00% Added +503 +503
73 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,6082.6k $101.7k $101.7k 0.00% Unchanged
74 JPL Wealth Management, LLC 0.02% of their portfolio GREENWOOD VILLAGE, CO 2,6022.6k $101.5k $101.5k 0.02% Added +17 +17
75 EDMOND DE ROTHSCHILD HOLDING S.A. 0.00% of their portfolio CHAMBESY, V8 2,5842.6k $100.8k $100.8k 0.00% Reduced -1.4k -1,416
76 Westfuller Advisors, LLC 0.03% of their portfolio New York, NY 2,2042.2k $86.0k $86.0k 0.03% Added +9 +9
77 MOTCO 0.01% of their portfolio SAN ANTONIO, TX 2,1902.2k $85.4k $85.4k 0.01% Unchanged
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,7461.7k $68.1k $68.1k 0.00% Unchanged
79 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 1,4701.5k $57.3k $57.3k 0.00% Unchanged
80 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4081.4k $54.9k $54.9k 0.00% Added +797 +797
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,4041.4k $53.5k $53.5k 0.00% Reduced -344 -344
82 Johnson Financial Group, Inc. 0.00% of their portfolio RACINE, WI 1,3431.3k $52.4k $52.4k 0.00% Reduced -93 -93
83 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 1,2571.3k $49.0k $49.0k 0.00% New
84 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,2411.2k $48.4k $48.4k 0.02% Added +8 +8
85 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0581.1k $41.3k $41.3k 0.00% Reduced -89 -89
86 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 1,0041.0k $39.2k $39.2k 0.00% Unchanged
87 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 922922 $36.0k $36.0k 0.00% Unchanged
88 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 885885 $34.5k $34.5k 0.00% Unchanged
89 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 792792 $30.9k $30.9k 0.00% Reduced -1.6k -1,574
90 Regatta Research & Money Management 0.03% of their portfolio METAIRIE, LA 750750 $29.3k $29.3k 0.03% First filing
91 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0.01% of their portfolio RALEIGH, NC 740740 $28.9k $28.9k 0.01% Unchanged
92 Financial Perspectives, Inc 0.01% of their portfolio MINNEAPOLIS, MN 709709 $27.6k $27.6k 0.01% Added +125 +125
93 Intesa Sanpaolo Wealth Management 0.01% of their portfolio LUXEMBOURG, N4 700700 $27.3k $27.3k 0.01% New
94 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 698698 $27.3k $27.3k 0.00% Reduced -999 -999
95 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 597597 $23.3k $23.3k 0.00% Unchanged
96 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 582582 $22.7k $22.7k 0.00% Unchanged
97 FLAGSHIP WEALTH ADVISORS, LLC 0.01% of their portfolio WAKEFIELD, MA 580580 $22.6k $22.6k 0.01% Unchanged
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 422422 $16.5k $16.5k 0.00% Unchanged
99 Hickory Point Bank & Trust 0.01% of their portfolio DECATUR, IL 400400 $15.6k $15.6k 0.01% Unchanged
100 Millstone Evans Group, LLC 0.01% of their portfolio BOULDER, CO 357357 $13.9k $13.9k 0.01% Unchanged