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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

242 managers (245 13F filers) reported a position in PWB shares at 2026-06-30, 9,972,248 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
242
13F filers
245
New
38
Added
67
Reduced
62
Sold out
15
Shares held by filers
9,972,248

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,917,599$323M0.07%+296,27613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY915,160$154M0.01%+88,19313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC730,757$123M0.03%+69,30613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/580,687$97.8M0.01%+137,69413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC334,047$56.2M0.01%+92,73413F-HRTimelineGroup
Cambridge Investment Research Advisors,…305,105$51.4M0.12%+16,06013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,529$39M0.05%+141,09913F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC215,222$36.3M10.65%+3,00113F-HRTimeline
Center for Wealth Management Advisory204,459$34.4M21.62%-5,49113F-HRTimeline
Garden State Investment Advisory Servic…172,951$29.1M5.71%+6,03313F-HRTimeline
UBS Group AGgroup of 2 filers holding167,112$28.2M+342Timeline
Wharton Business Group, LLC160,799$27.1M0.91%-3,14513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN143,104$24.1M<0.01%+7,48013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC140,053$23.6M0.03%+1,18013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,847$23.2M<0.01%+31,31513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,429$22.8M<0.01%+20,05813F-HRTimelineGroup
Cornerstone Wealth Management, LLC124,307$20.9M0.9%+19,04313F-HRTimeline
Private Advisor Group, LLC123,695$20.8M0.1%+21,75213F-HRTimeline
WIN ADVISORS, INC120,372$20.3M7.23%-6,56813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding120,265$20.3M-1,751Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.115,120$19.4M0.12%+44,50113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.114,865$19.4M0.19%-33113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,487$18.8M<0.01%+11,64913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,338$17.6M0.01%+35,41513F-HRTimelineGroup
Anderson Financial Strategies, LLC111,298$17.4M9.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,528$16.4M0.02%-3,14213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP91,100$15.3M0.01%+21,90013F-HRTimelineGroup
Capital Investment Counsel, LLC90,826$15.3M1.89%-5513F-HRTimeline
Regal Investment Advisors LLC87,023$14.7M0.76%+21613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.79,580$13.4M0.02%-7,10813F-HRTimelineGroup
Cetera Investment Advisers78,013$13.1M0.01%+11,51213F-HRTimeline
MML INVESTORS SERVICES, LLC75,094$12.7M0.03%+21,99413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,254$11.5M0.02%-1,40013F-HRTimeline
StoneCrest Wealth Management, Inc.53,941$9.09M2.9%new13F-HRTimeline
Prostatis Group LLC53,570$9.02M2.1%new13F-HRTimeline
Welch Financial Planning, LLC53,401$9M5.24%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,443$8.33M0.01%+1,62613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,920$7.74M0.02%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC45,194$7.61M0.22%-1,49113F-HRTimeline
Meridian Wealth Management, LLC44,884$7.56M0.23%-72613F-HRTimeline
AssuredPartners Investment Advisors, LLC42,634$7.18M0.69%-2,88613F-HRTimeline
Integrated Wealth Concepts LLC41,374$6.97M0.03%+19,40413F-HRTimeline
Forge Financial Services LLC38,987$6.57M0.57%-43713F-HRTimeline
JPL Wealth Management, LLC34,763$5.86M1.16%-59313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,644$5.84M0.18%+1,31713F-HRTimelineGroup
Firestone Capital Management33,487$5.64M1.05%-45013F-HRTimeline
Chicago Partners Investment Group LLC34,149$5.37M0.11%-99013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC28,889$4.87M1.57%+8,50513F-HRTimeline
Institute for Wealth Management, LLC.27,904$4.7M0.42%-1,92613F-HRTimeline
Keating Financial Advisory Services, In…27,753$4.68M0.62%+11,33913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding26,199$4.41M+1,313Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,596$4.31M0.02%-1,56413F-HRTimelineGroup
CROBAN25,037$4.22M1.86%new13F-HRTimeline
Janney Montgomery Scott LLC24,545$4.13M0.01%+13,84413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC23,887$4.02M0.21%+12,80413F-HRTimeline
Ullmann Wealth Partners Group, LLC22,022$3.71M0.34%013F-HRTimeline
FMR LLCin group FMR LLC21,983$3.7M<0.01%-2,23213F-HRTimelineGroup
Rollins Financial Advisors, LLC20,138$3.39M0.45%new13F-HRTimeline
Merit Financial Group, LLC19,478$3.28M0.02%-60813F-HR/ATimeline
Peck Wealth Management, LLC18,142$3.06M2.57%+1,22313F-HRTimeline
Bleakley Financial Group, LLC18,089$3.05M0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,074$3.04M0.15%+5,99313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,775$2.99M0.2%+2,84413F-HRTimeline
Elevation Capital Advisory, LLC17,709$2.98M1.15%+8,86213F-HRTimeline
BALANCED WEALTH GROUP LLC17,272$2.91M0.92%-9113F-HRTimeline
NewEdge Advisors, LLC16,936$2.85M0.01%+10,30413F-HRTimeline
Farther Finance Advisors, LLC16,935$2.85M0.02%-26913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,797$2.83M0.05%013F-HRTimelineGroup
Empirical Asset Management, LLC15,282$2.57M0.58%+50013F-HRTimeline
Beacon Pointe Advisors, LLC15,239$2.57M0.01%-7313F-HRTimeline
New England Private Wealth Advisors LLC15,844$2.45M0.24%013F-HRTimeline
RiverTree Advisors, LLC14,378$2.42M1.43%-3,33213F-HRTimeline
Prism Advisors, Inc.13,767$2.32M0.56%-54213F-HRTimeline
Post Resch Tallon Group Inc.13,609$2.29M1.59%+6,25413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.13,465$2.27M0.29%-213F-HR/ATimeline
Investors Research Corp13,048$2.2M0.39%+4513F-HRTimeline
Parallel Advisors, LLC12,330$2.08M0.03%013F-HRTimeline
Wealthspire Retirement, LLC12,267$2.07M0.11%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,116$2.04M0.02%-27913F-HRTimelineGroup
Focus Financial Network, Inc.11,508$1.94M0.06%+20413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,101$1.87M<0.01%-8713F-HRTimelineGroup
Hershey Financial Advisers, LLC11,055$1.86M1.34%+7,33513F-HRTimeline
Fiscal Wisdom Wealth Management, LLC10,911$1.84M1.56%013F-HRTimeline
IHT Wealth Management, LLC10,615$1.79M0.04%-62513F-HRTimeline
IFP Advisors, Inc10,387$1.75M0.03%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,930$1.67M0.01%013F-HRTimelineGroup
World Investment Advisors12,667$1.6M0.03%013F-HRTimeline
Waverly Advisors, LLC9,111$1.53M0.01%+25713F-HRTimeline
HRT FINANCIAL LP8,752$1.47M<0.01%new13F-HRTimeline
PFG Investments, LLC8,623$1.45M0.06%+4,93913F-HRTimeline
Cambria Investment Management, L.P.8,337$1.4M0.07%-7213F-HRTimeline
Empowered Funds, LLC8,337$1.4M0.01%-64713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,498$1.4M<0.01%+3,22613F-HRTimelineGroup
Prospera Financial Services Inc8,179$1.38M0.02%-8113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,169$1.38M<0.01%-4,94313F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,106$1.37M0.01%-1,57713F-HRTimeline
Maia Wealth LLC7,927$1.34M0.2%+98513F-HRTimeline
Kingsview Wealth Management, LLC7,852$1.32M0.02%-3,48713F-HRTimeline
Secure Asset Management, LLC7,773$1.31M0.18%-45013F-HRTimeline
Global Retirement Partners, LLC7,608$1.28M0.02%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,436$1.25M0.02%+1,38313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,201$1.21M0.01%+22513F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT7,173$1.21M0.49%013F-HRTimeline
RFG Advisory, LLC7,054$1.19M0.02%-2,75213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,014$1.18M0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning6,943$1.17M<0.01%+56113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,612$1.11M<0.01%-15,38613F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC6,557$1.1M0.3%+8613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$1.1M0.01%013F-HRTimelineGroup
Armbruster Capital Management, Inc.6,370$1.07M0.16%013F-HRTimeline
HighPoint Advisor Group LLC6,191$1.04M0.04%+4513F-HRTimeline
MATHER GROUP, LLC.5,933$999K0.01%-27313F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,847$985K0.15%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,842$984K<0.01%013F-HRTimelineGroup
Covenant Asset Management, LLC5,838$983K0.17%+1313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,691$959K<0.01%-91713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,504$927K0.04%013F-HRTimeline
PRIVATE TRUST CO NA5,261$886K0.07%+2,22313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,240$851K<0.01%+2,92713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,003$843K0.04%-31,44613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,959$835K0.02%new13F-HRTimelineGroup
Beacon Financial Advisory LLC4,925$830K0.16%013F-HRTimeline
Bawa N Mallick Trust4,709$793K0.26%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,590$773K0.03%+51913F-HRTimeline
BLAIR WILLIAM & CO/IL4,440$748K<0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,302$725K<0.01%new13F-HRTimelineGroup
J. M. Brown & Associates Inc.4,244$715K0.41%13F-HRTimeline
Quantinno Capital Management LP4,031$679K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC4,000$674K0.18%013F-HRTimeline
HighTower Advisors, LLC3,893$656K<0.01%+113F-HRTimeline
HFG Advisors, Inc.3,850$649K0.4%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,781$637K0.03%013F-HRTimeline
Chancellor Financial Group WB LP3,749$632K0.39%+35513F-HRTimeline
Regatta Research & Money Management3,623$610K0.58%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,616$609K<0.01%-213F-HR/ATimeline
Integrated Advisors Network LLC3,609$608K0.03%new13F-HRTimeline
Traction Financial Partners, LLC3,553$599K0.32%013F-HRTimeline
Gateway Wealth Partners, LLC3,533$595K0.04%-3,80913F-HRTimeline
Independent Advisor Alliance3,512$592K0.01%-25,58913F-HRTimeline
Western Wealth Management, LLC3,482$587K0.02%+68513F-HRTimeline
PKS Advisory Services, LLC3,407$574K0.09%+1,42513F-HRTimeline
Eagle Bay Advisors LLC3,301$556K0.42%013F-HRTimeline
Total Clarity Wealth Management, Inc.3,223$543K0.11%+1,20013F-HRTimeline
Harbor Asset Planning, Inc.3,164$533K0.4%+59513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,115$525K<0.01%-1,65313F-HRTimelineGroup
IAM Advisory, LLC3,065$516K0.1%013F-HRTimeline
Carrera Capital Advisors3,055$515K0.08%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,040$512K0.12%013F-HRTimeline
Urban Wealth Management, LLC2,922$492K0.43%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,902$489K0.01%013F-HRTimelineGroup
Paragon Private Wealth Management, LLC2,834$477K0.12%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,815$474K<0.01%-29313F-HRTimeline
Summit Financial, LLC2,761$465K0.01%-1513F-HRTimeline
Horizon Family Wealth, Inc.2,624$442K0.2%+18713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,533$427K0.01%-31013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,509$423K<0.01%+12013F-HRTimelineGroup
&PARTNERS2,395$403K<0.01%+32013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,338$394K<0.01%013F-HRTimelineGroup
CHOREO, LLC2,320$391K<0.01%013F-HRTimeline
Verum Partners LLC2,318$391K0.06%013F-HRTimeline
Centurion Wealth Management LLC2,304$388K0.09%013F-HRTimeline
Investment Advisory Group, LLC2,300$387K0.08%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,265$382K<0.01%013F-HRTimelineGroup
Alamar Capital Management, LLC2,250$379K0.19%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,237$377K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,200$351K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC2,052$338K0.01%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,004$338K0.04%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP2,001$337K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,957$330K<0.01%013F-HRTimeline
Arkadios Wealth Advisors1,954$329K0.01%-12013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,988$327K0.02%-1713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$320K0.12%013F-HRTimeline
Foundations Investment Advisors, LLC1,885$318K<0.01%-7413F-HRTimeline
BFSG, LLC1,880$317K0.03%013F-HRTimeline
Signet Private Wealth LLC1,856$313K0.25%-17713F-HRTimeline
First Nebraska Trust Co1,844$311K0.03%013F-HRTimeline
PFG Advisors1,813$305K0.02%new13F-HRTimeline
Horizon Wealth Management, LLC1,775$299K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,739$293K0.01%+4013F-HRTimeline
Intrua Financial, LLC1,715$289K0.03%013F-HRTimeline
Schrum Private Wealth Management LLC3,050$288K0.3%013F-HRTimeline
NorthRock Partners, LLC1,707$288K<0.01%-1,67313F-HRTimeline
Cresset Asset Management, LLC1,668$281K<0.01%+5513F-HRTimeline
TWO SIGMA SECURITIES, LLC1,652$278K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,642$277K<0.01%-13513F-HRTimelineGroup
Balance Wealth Partners LLC1,617$272K0.07%-913F-HRTimeline
Dakota Wealth Management1,590$268K0.01%013F-HRTimeline
Seneca Financial Advisors LLC1,582$267K0.07%new13F-HRTimeline
Rehmann Capital Advisory Group1,581$266K0.01%new13F-HRTimeline
Shared Vision Wealth Group LLC1,519$256K0.09%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,504$253K0.07%new13F-HRTimeline
Key Financial Inc1,485$250K0.04%013F-HRTimeline
Kapstone Financial Advisors LLC1,477$249K0.1%new13F-HRTimeline
Vertex Planning Partners, LLC1,469$247K0.04%new13F-HRTimeline
Serenity Investment Advisors1,550$242K0.1%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,352$228K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC1,344$226K0.01%new13F-HRTimeline
Sovran Advisors, LLC1,520$221K0.02%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT1,305$220K0.01%new13F-HRTimeline