Invesco Global Clean Energy (PBD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Harel Insurance Investments & Financial Services Ltd.

INCREASED

Shares202,359 from 165,087

Change+37,272 (+23%)

Value$3.4M (+$162.0K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares108,378 from 131,279

Change-22,901 (-17%)

Value$1.8M (-$753.4K)

Filed 2026-11-06

Trust Co of Vermont

DECREASED

Shares19,238 from 19,506

Change-268 (-1%)

Value$323.0K (-$59.3K)

Filed 2026-10-21

Princeton Global Asset Management LLC

INCREASED

Shares17,759 from 13,237

Change+4,522 (+34%)

Value$298.2K (+$38.7K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares16,584 from 19,670

Change-3,086 (-16%)

Value$278.4K (-$107.1K)

Filed 2026-11-02

Johnson Financial Group, LLC

UNCHANGED

Shares14,903 from 14,903

Change0 (0%)

Value$250.2K (-$41.9K)

Filed 2026-11-03

Mather Group, Llc.

UNCHANGED

Shares14,825 from 14,825

Change0 (0%)

Value$248.9K (-$41.7K)

Filed 2026-10-14

Colorado Capital Management, Inc.

UNCHANGED

Shares14,764 from 14,764

Change0 (0%)

Value$248 (-$41)

Filed 2026-10-15

Willow Creek Capital Management, Inc.

UNCHANGED

Shares11,798 from 11,798

Change0 (0%)

Value$231.2K ($0)

Filed 2026-10-16

Concurrent Investment Advisors, LLC

NEW

Shares10,097

Change+10,097

Value$169.5K

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares7,192 from 7,192

Change0 (0%)

Value$120.8K (-$20.2K)

Filed 2026-11-05

SBI Securities Co., Ltd.

DECREASED

Shares4,470 from 4,670

Change-200 (-4%)

Value$75.1K (-$16.5K)

Filed 2026-10-22

Citigroup Inc

UNCHANGED

Shares3,841 from 3,841

Change0 (0%)

Value$64.5K (-$10.8K)

Filed 2026-11-04

Mcdonald Partners LLC

UNCHANGED

Shares2,350 from 2,350

Change0 (0%)

Value$39.5K (-$6.6K)

Filed 2026-11-03

Clearstead Advisors, LLC

UNCHANGED

Shares2,220 from 2,220

Change0 (0%)

Value$37.3K (-$6.2K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares1,691 from 1,691

Change0 (0%)

Value$28.4K (-$4.8K)

Filed 2026-11-06

JFS Wealth Advisors, LLC

UNCHANGED

Shares1,095 from 1,095

Change0 (0%)

Value$18.4K (-$3.1K)

Filed 2026-11-03

Compagnie Lombard Odier SCmA

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$16.8K (-$2.8K)

Filed 2026-11-04

Asset Dedication, LLC

UNCHANGED

Shares762 from 762

Change0 (0%)

Value$12.8K (-$2.1K)

Filed 2026-11-03

CGC Financial Services, LLC

UNCHANGED

Shares645 from 645

Change0 (0%)

Value$10.8K (-$1.8K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

INCREASED

Shares548 from 545

Change+3 (+1%)

Value$9.2K (-$1.5K)

Filed 2026-11-04

Pacific Center for Financial Services

INCREASED

Shares379 from 377

Change+2 (+1%)

Value$6.4K (-$1.0K)

Filed 2026-10-15

Fifth Third Bancorp

DECREASED

Shares366 from 402

Change-36 (-9%)

Value$6.1K (-$1.7K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares302 from 302

Change0 (0%)

Value$5.9K ($0)

Filed 2026-11-06

Rossby Financial, LCC

NEW

Shares120

Change+120

Value$2.0K

Filed 2026-11-05

Clean Yield Group

NEW

Shares110

Change+110

Value$1.8K

Filed 2026-10-28

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.7K (-$281)

Filed 2026-10-23

Ashton Thomas Private Wealth, LLC

NEW

Shares42

Change+42

Value$705

Filed 2026-11-03

CoreCap Advisors, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$453 (-$76)

Filed 2026-10-08

Truist Financial Corp

CLOSED

Shares0 from 210,974

Change-210,974 (-100%)

Value$0 (-$4.1M)

Filed 2026-10-30

Nilsine Partners, LLC

CLOSED

Shares0 from 90,082

Change-90,082 (-100%)

Value$0 (-$1.8M)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 39,615

Change-39,615 (-100%)

Value$0 (-$776.5K)

Filed 2026-10-13

Prospera Financial Services Inc

CLOSED

Shares0 from 30,874

Change-30,874 (-100%)

Value$0 (-$605.4K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 30,042

Change-30,042 (-100%)

Value$0 (-$589.0K)

Filed 2026-11-02

Independent Financial Group, LLC

CLOSED

Shares0 from 28,559

Change-28,559 (-100%)

Value$0 (-$559.8K)

Filed 2026-10-13

Wellington Shields & Co., LLC

CLOSED

Shares0 from 25,454

Change-25,454 (-100%)

Value$0 (-$498.9K)

Filed 2026-11-03

MinichMacGregor Wealth Management, LLC

CLOSED

Shares0 from 18,771

Change-18,771 (-100%)

Value$0 (-$367.9K)

Filed 2026-10-14

Davenport & Co LLC

CLOSED

Shares0 from 13,288

Change-13,288 (-100%)

Value$0 (-$260.4K)

Filed 2026-10-14

Western Financial Corp

CLOSED

Shares0 from 12,014

Change-12,014 (-100%)

Value$0 (-$235.5K)

Filed 2026-10-14

Global View Capital Management LLC

CLOSED

Shares0 from 11,824

Change-11,824 (-100%)

Value$0 (-$231.8K)

Filed 2026-10-28

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 4,153

Change-4,153 (-100%)

Value$0 (-$81.4K)

Filed 2026-11-06

Cornerstone Planning Group LLC

CLOSED

Shares0 from 157

Change-157 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-16

HighTower Advisors, LLC

N/A

Shares— from 1,884,717

Change-1,884,717 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 407,414

Change-407,414 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 381,151

Change-381,151 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 351,680

Change-351,680 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 214,187

Change-214,187 (-100%)

Value—

UBS Group AG

N/A

Shares— from 176,341

Change-176,341 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 139,094

Change-139,094 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 138,418

Change-138,418 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 116,339

Change-116,339 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 114,452

Change-114,452 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 91,239

Change-91,239 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 73,266

Change-73,266 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 61,943

Change-61,943 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 52,488

Change-52,488 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 48,221

Change-48,221 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 40,844

Change-40,844 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 40,280

Change-40,280 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 38,106

Change-38,106 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 37,491

Change-37,491 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 30,791

Change-30,791 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 30,370

Change-30,370 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 19,249

Change-19,249 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 17,089

Change-17,089 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,630

Change-16,630 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,896

Change-13,896 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 13,499

Change-13,499 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,386

Change-10,386 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 8,467

Change-8,467 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,531

Change-3,531 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,984

Change-1,984 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 1,558

Change-1,558 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 843

Change-843 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 703

Change-703 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 580

Change-580 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 479

Change-479 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 450

Change-450 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 435

Change-435 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 346

Change-346 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 290

Change-290 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 100

Change-100 (-100%)

Value—

	Status
Harel Insurance Investments & Financial Services Ltd.	INCREASED	202,359	165,087	+37,272	+23%	$3.2M	$3.4M	+$162.0K	2026-11-02
LPL Financial LLC	DECREASED	108,378	131,279	-22,901	-17%	$2.6M	$1.8M	-$753.4K	2026-11-06
Trust Co of Vermont	DECREASED	19,238	19,506	-268	-1%	$382.3K	$323.0K	-$59.3K	2026-10-21
Princeton Global Asset Management LLC	INCREASED	17,759	13,237	+4,522	+34%	$259.4K	$298.2K	+$38.7K	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	16,584	19,670	-3,086	-16%	$385.5K	$278.4K	-$107.1K	2026-11-02
Johnson Financial Group, LLC	UNCHANGED	14,903	14,903	0	0%	$292.1K	$250.2K	-$41.9K	2026-11-03
Mather Group, Llc.	UNCHANGED	14,825	14,825	0	0%	$290.6K	$248.9K	-$41.7K	2026-10-14
Colorado Capital Management, Inc.	UNCHANGED	14,764	14,764	0	0%	$289	$248	-$41	2026-10-15
Willow Creek Capital Management, Inc.	UNCHANGED	11,798	11,798	0	0%	$231.2K	$231.2K	$0	2026-10-16
Concurrent Investment Advisors, LLC	NEW	10,097	—	+10,097	—	—	$169.5K	—	2026-10-16
US Bancorp \de\	UNCHANGED	7,192	7,192	0	0%	$141.0K	$120.8K	-$20.2K	2026-11-05
SBI Securities Co., Ltd.	DECREASED	4,470	4,670	-200	-4%	$91.5K	$75.1K	-$16.5K	2026-10-22
Citigroup Inc	UNCHANGED	3,841	3,841	0	0%	$75.3K	$64.5K	-$10.8K	2026-11-04
Mcdonald Partners LLC	UNCHANGED	2,350	2,350	0	0%	$46.1K	$39.5K	-$6.6K	2026-11-03
Clearstead Advisors, LLC	UNCHANGED	2,220	2,220	0	0%	$43.5K	$37.3K	-$6.2K	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	1,691	1,691	0	0%	$33.1K	$28.4K	-$4.8K	2026-11-06
JFS Wealth Advisors, LLC	UNCHANGED	1,095	1,095	0	0%	$21.5K	$18.4K	-$3.1K	2026-11-03
Compagnie Lombard Odier SCmA	UNCHANGED	1,000	1,000	0	0%	$19.6K	$16.8K	-$2.8K	2026-11-04
Asset Dedication, LLC	UNCHANGED	762	762	0	0%	$14.9K	$12.8K	-$2.1K	2026-11-03
CGC Financial Services, LLC	UNCHANGED	645	645	0	0%	$12.6K	$10.8K	-$1.8K	2026-10-13
EverSource Wealth Advisors, LLC	INCREASED	548	545	+3	+1%	$10.7K	$9.2K	-$1.5K	2026-11-04
Pacific Center for Financial Services	INCREASED	379	377	+2	+1%	$7.4K	$6.4K	-$1.0K	2026-10-15
Fifth Third Bancorp	DECREASED	366	402	-36	-9%	$7.9K	$6.1K	-$1.7K	2026-11-05
Allworth Financial LP	UNCHANGED	302	302	0	0%	$5.9K	$5.9K	$0	2026-11-06
Rossby Financial, LCC	NEW	120	—	+120	—	—	$2.0K	—	2026-11-05
Clean Yield Group	NEW	110	—	+110	—	—	$1.8K	—	2026-10-28
Wilmington Savings Fund Society, FSB	UNCHANGED	100	100	0	0%	$2.0K	$1.7K	-$281	2026-10-23
Ashton Thomas Private Wealth, LLC	NEW	42	—	+42	—	—	$705	—	2026-11-03
CoreCap Advisors, LLC	UNCHANGED	27	27	0	0%	$529	$453	-$76	2026-10-08
Truist Financial Corp	CLOSED	0	210,974	-210,974	-100%	$4.1M	$0	-$4.1M	2026-10-30
Nilsine Partners, LLC	CLOSED	0	90,082	-90,082	-100%	$1.8M	$0	-$1.8M	2026-11-02
Hennion & Walsh Asset Management, Inc.	CLOSED	0	39,615	-39,615	-100%	$776.5K	$0	-$776.5K	2026-10-13
Prospera Financial Services Inc	CLOSED	0	30,874	-30,874	-100%	$605.4K	$0	-$605.4K	2026-11-04
Cambridge Investment Research Advisors, Inc.	CLOSED	0	30,042	-30,042	-100%	$589.0K	$0	-$589.0K	2026-11-02
Independent Financial Group, LLC	CLOSED	0	28,559	-28,559	-100%	$559.8K	$0	-$559.8K	2026-10-13
Wellington Shields & Co., LLC	CLOSED	0	25,454	-25,454	-100%	$498.9K	$0	-$498.9K	2026-11-03
MinichMacGregor Wealth Management, LLC	CLOSED	0	18,771	-18,771	-100%	$367.9K	$0	-$367.9K	2026-10-14
Davenport & Co LLC	CLOSED	0	13,288	-13,288	-100%	$260.4K	$0	-$260.4K	2026-10-14
Western Financial Corp	CLOSED	0	12,014	-12,014	-100%	$235.5K	$0	-$235.5K	2026-10-14
Global View Capital Management LLC	CLOSED	0	11,824	-11,824	-100%	$231.8K	$0	-$231.8K	2026-10-28
Institute for Wealth Management, Llc.	CLOSED	0	4,153	-4,153	-100%	$81.4K	$0	-$81.4K	2026-11-06
Cornerstone Planning Group LLC	CLOSED	0	157	-157	-100%	$2.9K	$0	-$2.9K	2026-10-16
HighTower Advisors, LLC	N/A	—	1,884,717	-1,884,717	-100%	$36.9M	—	—	—
Raymond James Financial Inc	N/A	—	407,414	-407,414	-100%	$8.0M	—	—	—
Morgan Stanley	N/A	—	381,151	-381,151	-100%	$7.5M	—	—	—
Royal Bank of Canada	N/A	—	351,680	-351,680	-100%	$6.9M	—	—	—
Mercer Global Advisors Inc	N/A	—	214,187	-214,187	-100%	$4.2M	—	—	—
UBS Group AG	N/A	—	176,341	-176,341	-100%	$3.5M	—	—	—
BFC Planning, Inc.	N/A	—	139,094	-139,094	-100%	$2.7M	—	—	—
Stifel Financial Corp	N/A	—	138,418	-138,418	-100%	$2.7M	—	—	—
Cetera Investment Advisers	N/A	—	116,339	-116,339	-100%	$2.3M	—	—	—
Ameriprise Financial Inc	N/A	—	114,452	-114,452	-100%	$2.2M	—	—	—
Wells Fargo & Company	N/A	—	91,239	-91,239	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	73,266	-73,266	-100%	$1.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	61,943	-61,943	-100%	$1.2M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	52,488	-52,488	-100%	$1.0M	—	—	—
Flow Traders U.S. LLC	N/A	—	48,221	-48,221	-100%	$945.0K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	40,844	-40,844	-100%	$800.5K	—	—	—
Jane Street Group, LLC	N/A	—	40,280	-40,280	-100%	$789.5K	—	—	—
Quantinno Capital Management LP	N/A	—	38,106	-38,106	-100%	$746.9K	—	—	—
JPMorgan Chase & Co	N/A	—	37,491	-37,491	-100%	$720.6K	—	—	—
Private Advisor Group, LLC	N/A	—	30,791	-30,791	-100%	$603.5K	—	—	—
Equitable Holdings, Inc.	N/A	—	30,370	-30,370	-100%	$595.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	19,249	-19,249	-100%	$377.3K	—	—	—
KKM Financial LLC	N/A	—	17,089	-17,089	-100%	$334.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	16,630	-16,630	-100%	$313.6K	—	—	—
Citadel Advisors LLC	N/A	—	13,896	-13,896	-100%	$272.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	13,499	-13,499	-100%	$264.6K	—	—	—
PFG Investments, LLC	N/A	—	10,386	-10,386	-100%	$203.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	8,467	-8,467	-100%	$166.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,531	-3,531	-100%	$69.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,984	-1,984	-100%	$38.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,575	-1,575	-100%	$30.9K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	1,558	-1,558	-100%	$30.5K	—	—	—
National Bank of Canada	N/A	—	843	-843	-100%	$16.5K	—	—	—
Harborfront Financial Group LLC	N/A	—	703	-703	-100%	$13.8K	—	—	—
Whittier Trust Co	N/A	—	580	-580	-100%	$11.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	479	-479	-100%	$9.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	450	-450	-100%	$8.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	435	-435	-100%	$8.5K	—	—	—
Evelyn Partners Group Ltd	N/A	—	346	-346	-100%	$6.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	290	-290	-100%	$5.7K	—	—	—
Ancora Advisors LLCA	N/A	—	100	-100	-100%	$2.0K	—	—	—

Showing 83 of 83 institutions