Vault-13

INVESCO EXCHANGE TRADED FD T PBE

BIOTECHNOLOGY · ETP · CUSIP 46137V787

106 institutional holders +5 vs Q1 2026
1,052,1071.1m shares reported held*
$94.2mreported value*
14 new 22 added 36 reduced 8 sold out net bought ≈ $3.1m (+35.0k 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 ≈ $89.53.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 88Q4 22: 104Q1 23: 102Q2 23: 98Q3 23: 99Q4 23: 97Q1 24: 102Q2 24: 103Q3 24: 104Q4 24: 98Q1 25: 96Q2 25: 96Q3 25: 99Q4 25: 109Q1 26: 101Q2 26: 106106Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202288
Q4 2022104
Q1 2023102
Q2 202398
Q3 202399
Q4 202397
Q1 2024102
Q2 2024103
Q3 2024104
Q4 202498
Q1 202596
Q2 202596
Q3 202599
Q4 2025109
Q1 2026101
Q2 2026106

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 23 bought or addedQ3 24: 42 cut or sold outQ4 24: 24 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 20 bought or addedQ1 25: 37 cut or sold outQ2 25: 21 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 28 bought or addedQ3 25: 39 cut or sold outQ4 25: 44 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 31 bought or addedQ1 26: 42 cut or sold outQ2 26: 36 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242342
Q4 20242441
Q1 20252037
Q2 20252140
Q3 20252839
Q4 20254436
Q1 20263142
Q2 20263644

Biggest buyers

MORGAN STANLEY Added +16,719+16.7k
LPL Financial LLC Added +5,582+5.6k
Dynamic Advisor Solutions LLC New +5,398+5.4k
AXXCESS WEALTH MANAGEMENT, LLC New +4,725+4.7k
JANE STREET GROUP, LLC New +4,712+4.7k
Envision Financial Transparency, LLC New +4,488+4.5k
TWO SIGMA INVESTMENTS, LP New +3,400+3.4k
Connecticut Capital Management Group, LLC New +3,218+3.2k
Cetera Investment Advisers Added +2,621+2.6k
MML INVESTORS SERVICES, LLC New +2,534+2.5k

Biggest sellers

ROYAL BANK OF CANADA Reduced -8,841-8.8k
Gerber Kawasaki Wealth & Investment Management Reduced -3,574-3.6k
CITADEL ADVISORS LLC Reduced -3,572-3.6k
BOS Asset Management, LLC Sold out -2,562-2.6k
BANK OF AMERICA CORP /DE/ Reduced -2,000-2.0k
NewEdge Wealth, LLC Reduced -1,929-1.9k
INVESTMENT HOUSE LLC Reduced -1,700-1.7k
CreativeOne Wealth, LLC Reduced -1,326-1.3k
YHB Investment Advisors, Inc. Reduced -1,250-1.2k
Advisory Services Network, LLC Sold out -1,176-1.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 148,498148.5k $13.3m $13.3m 0.00% Added +16.7k +16,719
2 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 104,341104.3k $9.4m $9.4m 0.05% Added +2.4k +2,356
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,32292.3k $8.3m $8.3m 0.00% Added +5.6k +5,582
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 68,09768.1k $6.1m $6.1m 0.00% Reduced -879 -879
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 57,29057.3k $5.1m $5.1m 0.00% Reduced -2.0k -2,000
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 50,48850.5k $4.5m $4.5m 0.00% Reduced -8.8k -8,841
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 38,55838.6k $3.5m $3.5m 0.00% Reduced -744 -744
8 Gerber Kawasaki Wealth & Investment Management 0.08% of their portfolio SANTA MONICA, CA 31,66631.7k $2.8m $2.8m 0.08% Reduced -3.6k -3,574
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 25,76025.8k $2.3m $2.3m 0.00% Added +2.6k +2,621
10 YHB Investment Advisors, Inc. 0.13% of their portfolio West Hartford, CT 23,13623.1k $2.1m $2.1m 0.13% Reduced -1.2k -1,250
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,25022.2k $2.0m $2.0m 0.00% Added +888 +888
12 Institute for Wealth Management, LLC. 0.16% of their portfolio DENVER, CO 20,21820.2k $1.8m $1.8m 0.16% Reduced -50 -50
13 Penobscot Investment Management Company, Inc. 0.12% of their portfolio BOSTON, MA 19,45019.4k $1.7m $1.7m 0.12% Unchanged
14 Massachusetts Wealth Management 0.61% of their portfolio NORTH ANDOVER, MA 17,78417.8k $1.6m $1.6m 0.61% Reduced -30 -30
15 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 16,50016.5k $1.5m $1.5m 0.00% Unchanged
16 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 13,77213.8k $1.2m $1.2m 0.01% Reduced -1.9k -1,929
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,21113.2k $1.2m $1.2m 0.00% Reduced -1.1k -1,078
18 Abbot Financial Management, Inc. 0.40% of their portfolio ANDOVER, MA 12,22512.2k $1.1m $1.1m 0.40% Reduced -200 -200
19 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,82011.8k $1.1m $1.1m 0.00% Reduced -400 -400
20 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 10,89310.9k $976.5k $976.5k 0.02% Reduced -1.3k -1,326
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,67310.7k $956.9k $956.9k 0.00% Added +6 +6
22 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 10,36310.4k $929.4k $929.4k 0.01% Reduced -34 -34
23 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,18610.2k $913.6k $913.6k 0.00% Added +2.3k +2,297
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,09010.1k $904.6k $904.6k 0.00% Reduced -476 -476
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,6419.6k $864.3k $864.3k 0.00% Added +827 +827
26 Newman Dignan & Sheerar, Inc. 0.16% of their portfolio PROVIDENCE, RI 9,3709.4k $840.0k $840.0k 0.16% Reduced -200 -200
27 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 9,3149.3k $737.5k $737.5k 0.02% Unchanged
28 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,1749.2k $822.4k $822.4k 0.01% Reduced -165 -165
29 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,5108.5k $762.9k $762.9k 0.01% Unchanged
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,0738.1k $723.7k $723.7k 0.00% Added +670 +670
31 INVESTMENT HOUSE LLC 0.03% of their portfolio REDONDO BEACH, CA 6,8806.9k $616.8k $616.8k 0.03% Reduced -1.7k -1,700
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,7586.8k $605.9k $605.9k 0.00% Added +12 +12
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,6236.6k $593.8k $593.8k 0.00% Added +343 +343
34 Archford Capital Strategies, LLC 0.06% of their portfolio SWANSEA, IL 6,2526.3k $560.5k $560.5k 0.06% Added +395 +395
35 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 5,3985.4k $483.9k $483.9k 0.01% New
36 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 5,1005.1k $457.2k $457.2k 0.02% Unchanged
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,9995.0k $448.2k $448.2k 0.00% Reduced -3.6k -3,572
38 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 4,7254.7k $423.6k $423.6k 0.01% New
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,7124.7k $422.4k $422.4k 0.00% New
40 Hills Bank & Trust Co 0.02% of their portfolio North Liberty, IA 4,4994.5k $403.3k $403.3k 0.02% Reduced -60 -60
41 Envision Financial Transparency, LLC 0.32% of their portfolio GREENSBORO, NC 4,4884.5k $371.2k $371.2k 0.32% New
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,3464.3k $389.6k $389.6k 0.00% Reduced -64 -64
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,2954.3k $385.0k $385.0k 0.00% Reduced -210 -210
44 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 4,1154.1k $369.0k $369.0k 0.02% Reduced -124 -124
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,0244.0k $360.7k $360.7k 0.00% Added +3 +3
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,8303.8k $343.0k $343.0k 0.00% Unchanged
47 Pacific Sun Financial Corp 0.14% of their portfolio LOS ANGELES, CA 3,6623.7k $328.3k $328.3k 0.14% Reduced -1.1k -1,145
48 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 3,4003.4k $304.8k $304.8k 0.00% New
49 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio CANTON, OH 3,2503.2k $291.4k $291.4k 0.02% Unchanged
50 Connecticut Capital Management Group, LLC 0.23% of their portfolio MILFORD, CT 3,2183.2k $288.5k $288.5k 0.23% New
51 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 3,1903.2k $286.0k $286.0k 0.00% Added +25 +25
52 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 3,0973.1k $277.6k $277.6k 0.00% Added +2.1k +2,097
53 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 3,0003.0k $268.9k $268.9k 0.00% Unchanged
54 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 2,9422.9k $263.7k $263.7k 0.00% Added +324 +324
55 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 2,9332.9k $262.9k $262.9k 0.01% Unchanged
56 Joel Isaacson & Co., LLC 0.01% of their portfolio NEW YORK, NY 2,8252.8k $253.3k $253.3k 0.01% Reduced -200 -200
57 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 2,8132.8k $252.2k $252.2k 0.01% Added +4 +4
58 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 2,7782.8k $249.0k $249.0k 0.00% Reduced -517 -517
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,5342.5k $227.2k $227.2k 0.00% New
60 Wharton Business Group, LLC 0.01% of their portfolio MALVERN, PA 2,5072.5k $224.7k $224.7k 0.01% Reduced -40 -40
61 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 2,4592.5k $220.4k $220.4k 0.01% Reduced -2 -2
62 Dana Investment Advisors, Inc. 0.01% of their portfolio BROOKFIELD, WI 2,4002.4k $215.2k $215.2k 0.01% New
63 PFG Advisors 0.01% of their portfolio Phoenix, AZ 2,3642.4k $211.9k $211.9k 0.01% New
64 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 2,3242.3k $208.4k $208.4k 0.01% New
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,8901.9k $169.5k $169.5k 0.00% Reduced -255 -255
66 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 1,8601.9k $166.7k $166.7k 0.00% Unchanged
67 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 1,7841.8k $160.0k $160.0k 0.01% Reduced -93 -93
68 Millstone Evans Group, LLC 0.09% of their portfolio BOULDER, CO 1,7821.8k $159.8k $159.8k 0.09% Unchanged
69 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4071.4k $126.1k $126.1k 0.00% Reduced -17 -17
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,2791.3k $114.7k $114.7k 0.00% Unchanged
71 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 1,2251.2k $109.8k $109.8k 0.01% Reduced -445 -445
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1761.2k $105.4k $105.4k 0.00% Unchanged
73 Innovative Asset Advisors Group, LLC 0.04% of their portfolio SHELTON, CT 1,1001.1k $98.6k $98.6k 0.04% Unchanged
74 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0501.1k $94.1k $94.1k 0.00% First filing
75 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 942942 $84.5k $84.5k 0.00% New
76 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 827827 $74.1k $74.1k 0.00% New
77 First PREMIER Bank 0.01% of their portfolio SIOUX FALLS, SD 670670 $60.0k $60.0k 0.01% Unchanged
78 BlackRock, Inc. 0.00% of their portfolio New York, NY 663663 $59.4k $59.4k 0.00% Unchanged
79 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 658658 $59.0k $59.0k 0.00% Unchanged
80 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 653653 $58.5k $58.5k 0.00% Added +34 +34
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 648648 $58.1k $58.1k 0.00% Reduced -443 -443
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 628628 $56.3k $56.3k 0.00% Added +187 +187
83 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 611611 $54.8k $54.8k 0.00% Unchanged
84 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 516516 $46.3k $46.3k 0.00% Unchanged
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 508508 $45.7k $45.7k 0.00% Added +8 +8
86 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 472472 $42.3k $42.3k 0.00% Reduced -31 -31
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 460460 $41.2k $41.2k 0.00% Added +82 +82
88 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 400400 $35.9k $35.9k 0.00% Unchanged
89 Financial Perspectives, Inc 0.01% of their portfolio MINNEAPOLIS, MN 350350 $31.4k $31.4k 0.01% Unchanged
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 327327 $29.4k $29.4k 0.00% Reduced -100 -100
91 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 315315 $28.2k $28.2k 0.00% New
92 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 300300 $26.9k $26.9k 0.00% First filing
93 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 213213 $19.1k $19.1k 0.00% Unchanged
94 Financial Avengers, Inc. 0.01% of their portfolio OAKLAND, CA 204204 $18.3k $18.3k 0.01% Added +2 +2
95 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 150150 $13.4k $13.4k 0.00% Unchanged
96 ENTRUST FINANCIAL LLC 0.01% of their portfolio WAYNE, PA 150150 $13.4k $13.4k 0.01% Unchanged
97 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 140140 $12.5k $12.5k 0.00% Unchanged
98 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 7070 $6.3k $6.3k 0.00% Unchanged
99 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 5656 $5.0k $5.0k 0.00% Unchanged
100 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 5151 $5.0k $5.0k 0.00% Reduced -1.1k -1,087