Who owns Invesco Biotechnology & Genome ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBE from SEC Form 13F filings across 105 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 105 institutions disclosed 1.1M shares of Invesco Biotechnology & Genome ETF worth $94.1M — about 34.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
105
13F holders
$94.1M
value, 2026 filers
34.5%
of shares outstanding (1.1M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 148,498 | $13.3M | 0.0% | 4.9% | +12.7% |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 104,341 | $9.4M | 0.1% | 3.4% | +2.3% |
| 3 | LPL Financial LLC | 92,322 | $8.3M | 0.0% | 3% | +6.4% |
| 4 | UBS Group AG | 68,097 | $6.1M | 0.0% | 2.2% | -1.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 57,290 | $5.1M | 0.0% | 1.9% | -3.4% |
| 6 | ROYAL BANK OF CANADA | 50,488 | $4.5M | 0.0% | 1.7% | -14.9% |
| 7 | WELLS FARGO & COMPANY/MN | 38,558 | $3.5M | 0.0% | 1.3% | -1.9% |
| 8 | Gerber Kawasaki Wealth & Investment Management | 31,666 | $2.8M | 0.1% | 1% | -10.1% |
| 9 | Cetera Investment Advisers | 25,760 | $2.3M | 0.0% | 0.8% | +11.3% |
| 10 | YHB Investment Advisors, Inc. | 23,136 | $2.1M | 0.1% | 0.8% | -5.1% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 22,250 | $2.0M | 0.0% | 0.7% | +4.2% |
| 12 | Institute for Wealth Management, LLC. | 20,218 | $1.8M | 0.2% | 0.7% | -0.2% |
| 13 | Penobscot Investment Management Company, Inc. | 19,450 | $1.7M | 0.1% | 0.6% | 0.0% |
| 14 | Massachusetts Wealth Management | 17,784 | $1.6M | 0.6% | 0.6% | -0.2% |
| 15 | US BANCORP \DE\ | 16,500 | $1.5M | 0.0% | 0.5% | 0.0% |
| 16 | NewEdge Wealth, LLC | 13,772 | $1.2M | 0.0% | 0.5% | -12.3% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 13,211 | $1.2M | 0.0% | 0.4% | -7.5% |
| 18 | Abbot Financial Management, Inc. | 12,225 | $1.1M | 0.4% | 0.4% | -1.6% |
| 19 | Mariner, LLC | 11,820 | $1.1M | 0.0% | 0.4% | -3.3% |
| 20 | CreativeOne Wealth, LLC | 10,893 | $976,484 | 0.0% | 0.4% | -10.9% |
| 21 | Rockefeller Capital Management L.P. | 10,673 | $956,868 | 0.0% | 0.4% | +0.1% |
| 22 | BENJAMIN EDWARDS INC | 10,363 | $929,414 | 0.0% | 0.3% | -0.3% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 10,186 | $913,562 | 0.0% | 0.3% | +29.1% |
| 24 | RAYMOND JAMES FINANCIAL INC | 10,090 | $904,595 | 0.0% | 0.3% | -4.5% |
| 25 | OSAIC HOLDINGS, INC. | 9,641 | $864,301 | 0.0% | 0.3% | +9.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.