Who Owns INV BIOTECH GENOME ETF (PBE)? -- Institutional Holders (2026-06-30)

113 institutions reported holding $94.1M of INV BIOTECH GENOME ETF (PBE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.3M), UNITED CAPITAL FINANCIAL ADVISORS, LLC ($9.4M), LPL Financial LLC ($8.3M), UBS Group AG ($6.1M), BANK OF AMERICA CORP /DE/ ($5.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$13.3M	148,498	Added
2	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.4M	104,341	Added
3	LPL Financial LLC	$8.3M	92,322	Added
4	UBS Group AG	$6.1M	68,097	Trimmed
5	BANK OF AMERICA CORP /DE/	$5.1M	57,290	Trimmed
6	Royal Bank of Canada	$4.5M	50,488	Trimmed
7	WELLS FARGO & COMPANY/MN	$3.5M	38,558	Trimmed
8	Gerber Kawasaki Wealth & Investment Management	$2.8M	31,666	Trimmed
9	Cetera Investment Advisers	$2.3M	25,760	Added
10	YHB Investment Advisors, Inc.	$2.1M	23,136	Trimmed
11	ENVESTNET ASSET MANAGEMENT INC	$2.0M	22,250	Added
12	Institute for Wealth Management, LLC.	$1.8M	20,218	Trimmed
13	Penobscot Investment Management Company, Inc.	$1.7M	19,450	Hold
14	Massachusetts Wealth Management	$1.6M	17,784	Trimmed
15	US BANCORP \DE\	$1.5M	16,500	Hold
16	NewEdge Wealth, LLC	$1.2M	13,772	Trimmed
17	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	13,211	Trimmed
18	Abbot Financial Management, Inc.	$1.1M	12,225	Trimmed
19	Mariner, LLC	$1.1M	11,820	Trimmed
20	CreativeOne Wealth, LLC	$976,484	10,893	Trimmed
21	Rockefeller Capital Management L.P.	$956,868	10,673	Added
22	BENJAMIN EDWARDS INC	$929,414	10,363	Trimmed
23	JONES FINANCIAL COMPANIES LLLP	$913,562	10,186	Added
24	RAYMOND JAMES FINANCIAL INC	$904,595	10,090	Trimmed
25	OSAIC HOLDINGS, INC.	$864,301	9,641	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30