IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Biotechnology & Geno (PBE)

CUSIP: 46137V787 | NYSE | 307 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Gerber Kawasaki Wealth & Investment Management30,108
0.1% of portfolio›$2.9M
YHB Investment Advisors, Inc.22,296
0.1% of portfolio›$2.2M
Penobscot Investment Management Company, Inc.19,450
0.1% of portfolio›$1.9M
Massachusetts Wealth Management17,459
0.7% of portfolio›$1.7M
Nilsine Partners, LLC16,556
0.1% of portfolio›$1.6M
US Bancorp \de\16,500
0.0% of portfolio›$1.6M
Outlook Wealth Advisors, LLC15,088
0.3% of portfolio›$1.5M
Commonwealth Equity Services, LLC12,702
0.0% of portfolio›$1.2M
Hennion & Walsh Asset Management, Inc.9,575
0.0% of portfolio›$931.5K
Newman Dignan & Sheerar, Inc.9,370
0.2% of portfolio›$911.6K
Farther Finance Advisors, LLC9,174
0.0% of portfolio›$892.5K
Prospera Financial Services Inc8,490
0.0% of portfolio›$870.3K
Cambridge Investment Research Advisors, Inc.7,081
0.0% of portfolio›$689.0K
Kestra Advisory Services, LLC6,430
0.0% of portfolio›$625.5K
Archford Capital Strategies, LLC6,413
0.1% of portfolio›$623.9K
Investment House LLC5,980
0.0% of portfolio›$581.8K
Independent Financial Group, LLC5,956
0.0% of portfolio›$579.5K
Dynamic Advisor Solutions LLC5,624
0.0% of portfolio›$547.2K
Flagship Harbor Advisors, LLC5,100
0.0% of portfolio›$496.2K
Axxcess Wealth Management, LLC4,725
0.0% of portfolio›$459.7K
Creative Planning4,353
0.0% of portfolio›$423.5K
Davenport & Co LLC4,071
0.0% of portfolio›$396.1K
MinichMacGregor Wealth Management, LLC3,819
0.1% of portfolio›$371.5K
Beese Fulmer Investment Management, Inc.3,205
0.0% of portfolio›$311.8K
Sowell Financial Services LLC3,067
0.0% of portfolio›$298.4K
VestGen Advisors, LLC2,426
0.0% of portfolio›$236.0K
PFG Advisors2,364
0.0% of portfolio›$230.0K
Strategic Blueprint, LLC2,325
0.0% of portfolio›$226.2K
Keybank National Association2,150
0.0% of portfolio›$209.2K
Allen Mooney & Barnes Investment Advisors LLC2,100
0.0% of portfolio›$204.3K
First Premier Bank670
0.0% of portfolio›$65
Creative Financial Designs Inc669
0.0% of portfolio›$65.1K
Oakworth Capital, Inc.611
0.0% of portfolio›$59.4K
City Holding Co450
0.0% of portfolio›$43.8K
Fifth Third Bancorp427
0.0% of portfolio›$41.5K
Ashton Thomas Private Wealth, LLC400
0.0% of portfolio›$38.9K
Financial Perspectives, Inc350
0.0% of portfolio›$34.1K
Compass Financial Management LLC300
0.0% of portfolio›$29.2K
Signaturefd, LLC213
0.0% of portfolio›$20.7K
Harbor Investment Advisory, LLC150
0.0% of portfolio›$14.6K
Entrust Financial LLC150
0.0% of portfolio›$14.6K
Rossby Financial, LCC130
0.0% of portfolio›$12.6K
Realta Investment Advisors56
0.0% of portfolio›$5.4K
Triumph Capital Management34
0.0% of portfolio›$3.3K
Silver Grove Financial Group, Inc.24
0.0% of portfolio›$2.3K
Blue Bell Private Wealth Management, LLC21
0.0% of portfolio›$2.0K
Assetmark, Inc20
0.0% of portfolio›$1.9K
Ascentis Independent Advisors3
0.0% of portfolio›$291
StyleTurnoverLocationFiled
Gerber Kawasaki Wealth & Investment Management
30,108$2.9M0.1%ETFLowSanta Monica, CA2026-10-29
YHB Investment Advisors, Inc.
22,296$2.2M0.1%GrowthLowWest Hartford, CT2026-10-08
Penobscot Investment Management Company, Inc.
19,450$1.9M0.1%GrowthLowBoston, MA2026-10-26
Massachusetts Wealth Management
17,459$1.7M0.7%CoreLowNorth Andover, MA2026-10-21
Nilsine Partners, LLC
16,556$1.6M0.1%CoreMediumGreenwood Village, CO2026-11-02
US Bancorp \de\
16,500$1.6M0.0%IndexLowMinneapolis, MN2026-11-05
Outlook Wealth Advisors, LLC
15,088$1.5M0.3%ETFMediumShenandoah, TX2026-10-28
Commonwealth Equity Services, LLC
12,702$1.2M0.0%ETFLowWaltham, MA2026-11-02
Hennion & Walsh Asset Management, Inc.
9,575$931.5K0.0%ValueMediumParsippany, NJ2026-10-13
Newman Dignan & Sheerar, Inc.
9,370$911.6K0.2%ETFLowProvidence, RI2026-10-21
Farther Finance Advisors, LLC
9,174$892.5K0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
8,490$870.3K0.0%CoreMediumDallas, TX2026-11-04
Cambridge Investment Research Advisors, Inc.
7,081$689.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
6,430$625.5K0.0%CoreLowAustin, TX2026-11-02
Archford Capital Strategies, LLC
6,413$623.9K0.1%GrowthMediumSwansea, IL2026-10-19
Investment House LLC
5,980$581.8K0.0%CoreMediumRedondo Beach, CA2026-10-21
Independent Financial Group, LLC
5,956$579.5K0.0%GrowthLowSan Diego, CA2026-10-13
Dynamic Advisor Solutions LLC
5,624$547.2K0.0%ETFLowPhoenix, AZ2026-10-13
Flagship Harbor Advisors, LLC
5,100$496.2K0.0%ETFMediumBoston, MA2026-10-26
Axxcess Wealth Management, LLC
4,725$459.7K0.0%CoreLowCarlsbad, CA2026-10-21
Creative Planning
4,353$423.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Davenport & Co LLC
4,071$396.1K0.0%CoreMediumRichmond, VA2026-10-14
MinichMacGregor Wealth Management, LLC
3,819$371.5K0.1%ETFHighSaratoga Springs, NY2026-10-14
Beese Fulmer Investment Management, Inc.
3,205$311.8K0.0%CoreLowCanton, OH2026-10-23
Sowell Financial Services LLC
3,067$298.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
VestGen Advisors, LLC
2,426$236.0K0.0%GrowthMediumChicago, IL2026-10-27
PFG Advisors
2,364$230.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Strategic Blueprint, LLC
2,325$226.2K0.0%ETFLowAtlanta, GA2026-10-22
Keybank National Association
2,150$209.2K0.0%CoreLowBrooklyn, OH2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
2,100$204.3K0.0%ValueLowThomasville, GA2026-10-08
First Premier Bank
670$650.0%CoreVery LowSioux Falls, SD2026-10-13
Creative Financial Designs Inc
669$65.1K0.0%ETFMediumKokomo, IN2026-11-04
Oakworth Capital, Inc.
611$59.4K0.0%ETFLowBirmingham, AL2026-10-26
City Holding Co
450$43.8K0.0%CoreLowCharleston, WV2026-10-19
Fifth Third Bancorp
427$41.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Ashton Thomas Private Wealth, LLC
400$38.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Financial Perspectives, Inc
350$34.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Compass Financial Management LLC
300$29.2K0.0%CoreN/ATampa, FL2026-10-30
Signaturefd, LLC
213$20.7K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Investment Advisory, LLC
150$14.6K0.0%GrowthLowLutherville, MD2026-10-13
Entrust Financial LLC
150$14.6K0.0%ETFLowWayne, PA2026-11-04
Rossby Financial, LCC
130$12.6K0.0%ETFMediumMelbourne, FL2026-11-05
Realta Investment Advisors
56$5.4K0.0%GrowthMediumWilmington, DE2026-10-14
Triumph Capital Management
34$3.3K0.0%ETFMediumDenver, CO2026-10-14
Silver Grove Financial Group, Inc.
24$2.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Blue Bell Private Wealth Management, LLC
21$2.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
Assetmark, Inc
20$1.9K0.0%ETFLowConcord, CA2026-10-21
Ascentis Independent Advisors
3$2910.0%ETFLowDallas, TX2026-11-03