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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

207 managers (209 13F filers) reported a position in PWB shares at 2025-12-31, 7,587,285 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
207
13F filers
209
New
21
Added
56
Reduced
58
Sold out
14
Shares held by filers
7,587,285

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,371,487$174M0.05%+130,95013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY822,431$105M0.01%-7,27013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC478,920$60.9M0.02%+78,53113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/437,031$55.6M<0.01%-4,88713F-HRTimelineGroup
Cambridge Investment Research Advisors,…263,437$33.5M0.09%-22,50413F-HRTimeline
Center for Wealth Management Advisory210,537$26.8M19.72%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC209,575$26.6M0.01%+32,66613F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC208,072$26.4M8.65%+13,44213F-HRTimeline
UBS Group AGin group UBS Group AG190,342$24.2M<0.01%-4,73013F-HRTimelineGroup
Garden State Investment Advisory Servic…165,654$21.1M5%+9,67713F-HRTimeline
Wharton Business Group, LLC163,944$20.8M0.79%-2,46513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,993$16.1M<0.01%-2,03813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN124,827$15.9M<0.01%+1,69013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC113,913$14.5M0.02%+5,78613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,372$14.4M<0.01%+2,29313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding113,041$14.4M+22,338Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC106,532$13.5M<0.01%+16,51913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,445$11.8M0.02%+42,51413F-HRTimelineGroup
Capital Investment Counsel, LLC92,270$11.7M1.63%+77313F-HRTimeline
Private Advisor Group, LLC90,337$11.5M0.05%-1,48513F-HRTimeline
Cornerstone Wealth Management, LLC89,762$11.4M0.59%+10,07913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.88,136$11.2M0.02%-5,12713F-HRTimelineGroup
Regal Investment Advisors LLC87,673$11.1M0.67%+18913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,564$8.97M0.02%-41213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,431$8.44M0.01%+9,48213F-HRTimelineGroup
CWM, LLCin group CWM, LLC63,586$8.08M0.02%+12213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,819$7.48M0.01%-7,97713F-HRTimelineGroup
Cetera Investment Advisers54,023$6.87M0.01%+2,05713F-HRTimeline
Mariner, LLCin group Mariner, LLC48,561$6.17M0.01%-1,21213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,050$6.11M0.01%+8,88713F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC47,850$6.08M0.2%-1,79813F-HRTimeline
MML INVESTORS SERVICES, LLC47,119$5.99M0.01%+10,65613F-HRTimeline
Meridian Wealth Management, LLC46,809$5.95M0.21%-2,49013F-HRTimeline
Mill Creek Capital Advisors, LLC45,920$5.84M0.12%013F-HRTimeline
Forge Financial Services LLC39,519$5.02M2.15%+12613F-HRTimeline
Chicago Partners Investment Group LLC35,813$4.79M0.12%+23313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …36,889$4.69M0.43%+4,74213F-HRTimelineGroup
JPL Wealth Management, LLC36,032$4.58M1.12%-2,68213F-HRTimeline
Firestone Capital Management33,939$4.31M0.92%-1,94613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management32,368$4.11M0.14%+7,11113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,613$4.02M0.05%-7813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,532$4.01M0.02%-3,55113F-HRTimelineGroup
Institute for Wealth Management, LLC.30,153$3.83M0.41%-1,36513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,098$3.7M0.03%+7713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP25,100$3.19M<0.01%+2,40013F-HRTimelineGroup
FMR LLCin group FMR LLC23,638$3M<0.01%+4,00313F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC22,022$2.87M0.3%013F-HRTimeline
Merit Financial Group, LLC21,081$2.68M0.02%+89113F-HRTimeline
Blue Capital, Inc.20,704$2.63M1.88%+8,82013F-HRTimeline
Elevation Capital Advisory, LLC19,707$2.5M1.02%+15,77013F-HRTimeline
Peck Wealth Management, LLC17,343$2.2M2.08%-56013F-HRTimeline
Integrated Wealth Concepts LLC17,332$2.2M0.03%-1,17013F-HRTimeline
BALANCED WEALTH GROUP LLC17,442$2.19M0.8%-17113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,054$2.17M0.04%-2813F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.16,217$2.06M0.29%-3,93613F-HRTimeline
New England Private Wealth Advisors LLC15,844$2.01M0.25%013F-HR/ATimeline
Empirical Asset Management, LLC15,563$1.98M0.56%+5,82613F-HRTimeline
COMERICA BANK15,259$1.94M0.01%-65713F-HRTimeline
Prism Advisors, Inc.14,781$1.88M0.5%-9,62113F-HRTimeline
Beacon Pointe Advisors, LLC14,381$1.83M0.01%-11913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,149$1.8M0.67%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,640$1.61M0.03%-1,55813F-HRTimelineGroup
Investors Research Corp12,422$1.58M0.29%-15313F-HRTimeline
Parallel Advisors, LLC12,330$1.57M0.03%013F-HRTimeline
Wealthspire Retirement, LLC12,267$1.56M0.09%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,081$1.53M0.09%013F-HRTimeline
RiverTree Advisors, LLC11,859$1.51M0.96%new13F-HRTimeline
IHT Wealth Management, LLC11,724$1.49M0.04%-45013F-HRTimeline
Focus Financial Network, Inc.11,437$1.45M0.05%+1,00913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,285$1.43M<0.01%-1,66513F-HRTimelineGroup
Empowered Funds, LLC11,009$1.4M0.02%new13F-HR/ATimeline
Farther Finance Advisors, LLC10,991$1.4M0.01%+2,64413F-HRTimeline
Fiscal Wisdom Wealth Management, LLC10,986$1.4M1.32%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,361$1.33M0.09%-6113F-HRTimeline
Orion Porfolio Solutions, LLC10,457$1.33M0.01%+4,88513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…10,034$1.28M<0.01%+10413F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,010$1.27M0.01%-15713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,864$1.25M+367Timeline
Cambria Investment Management, L.P.9,033$1.15M0.07%new13F-HRTimeline
Waverly Advisors, LLC8,688$1.1M0.01%-1713F-HRTimeline
Keating Financial Advisory Services, In…8,458$1.08M0.15%13F-HRTimeline
Prospera Financial Services Inc8,279$1.05M0.02%-13813F-HRTimeline
Hershey Financial Advisers, LLC8,259$1.05M0.89%new13F-HRTimeline
Janney Montgomery Scott LLC8,202$1.04M<0.01%+1,34313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,195$915K0.01%013F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT7,173$912K0.43%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,114$904K0.05%+61913F-HRTimeline
Creative Planningin group Creative Planning6,857$872K<0.01%+21213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,756$859K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$833K0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,442$819K<0.01%13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,416$816K0.01%+7013F-HRTimelineGroup
Maia Wealth LLC6,070$810K0.14%+78713F-HRTimeline
Armbruster Capital Management, Inc.6,370$810K0.14%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,339$806K0.27%+4113F-HRTimeline
MATHER GROUP, LLC.6,232$792K0.01%-2413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,192$787K<0.01%+3,45913F-HRTimelineGroup
HighPoint Advisor Group LLC6,149$782K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,119$778K0.04%-53513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,053$769K0.01%+4,00013F-HR/ATimeline
Secure Asset Management, LLC6,004$763K0.12%+3,45913F-HRTimeline
Covenant Asset Management, LLC5,996$762K0.15%-8013F-HRTimeline
Claris Financial LLC5,952$757K0.4%+54013F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,847$743K0.12%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,741$730K0.04%-4,18613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,653$719K<0.01%+48013F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,349$680K0.01%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC5,000$636K0.06%013F-HRTimeline
Beacon Financial Advisory LLC4,925$626K0.15%-12513F-HRTimeline
BLAIR WILLIAM & CO/IL4,700$597K<0.01%+98713F-HRTimeline
Ausdal Financial Partners, Inc.4,071$517K0.02%-113F-HRTimeline
Darwin Wealth Management, LLC4,000$508K0.16%013F-HRTimeline
HighTower Advisors, LLC3,943$501K<0.01%+2213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,931$500K0.03%013F-HRTimeline
HFG Advisors, Inc.3,850$489K0.35%013F-HRTimeline
Gateway Wealth Partners, LLC3,701$470K0.05%-4513F-HRTimeline
Bawa N Mallick Trust3,609$459K0.17%013F-HRTimeline
Traction Financial Partners, LLC3,553$452K0.27%013F-HRTimeline
Independent Advisor Alliance3,512$446K0.01%013F-HRTimeline
National Wealth Management Group, LLC3,384$430K0.15%+13813F-HRTimeline
NorthRock Partners, LLC3,380$430K0.01%013F-HRTimeline
Chancellor Financial Group WB LP3,363$427K0.29%+1,25613F-HRTimeline
Eagle Bay Advisors LLC3,301$420K0.31%013F-HRTimeline
Carrera Capital Advisors3,200$407K0.07%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,040$400K0.09%013F-HRTimeline
PFG Investments, LLC3,127$397K0.02%+16113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,108$395K<0.01%013F-HRTimeline
IAM Advisory, LLC3,065$390K0.09%013F-HRTimeline
Schrum Private Wealth Management LLC3,050$388K0.29%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,038$386K<0.01%-113F-HRTimeline
PRIVATE TRUST CO NA3,038$386K0.03%+22213F-HRTimeline
Paragon Private Wealth Management, LLC2,911$370K0.11%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,843$361K0.01%-15013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,705$357K<0.01%+31713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,690$342K0.01%-7513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,628$333K<0.01%013F-HRTimelineGroup
Summit Financial, LLC2,620$333K<0.01%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,587$328K+955Timeline
Western Wealth Management, LLC2,512$319K0.01%013F-HRTimeline
Horizon Family Wealth, Inc.2,437$310K0.16%-12813F-HRTimeline
Kingsview Wealth Management, LLC2,427$308K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,391$304K<0.01%+7013F-HRTimelineGroup
CHOREO, LLC2,320$298K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,338$297K<0.01%+6113F-HRTimelineGroup
Verum Partners LLC2,318$295K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,307$293K<0.01%013F-HRTimelineGroup
Centurion Wealth Management LLC2,304$293K0.06%013F-HRTimeline
Investment Advisory Group, LLC2,300$292K0.08%013F-HRTimeline
Alamar Capital Management, LLC2,250$286K0.16%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,153$274K0.07%-1713F-HRTimeline
&PARTNERS2,150$273K<0.01%-23213F-HRTimeline
Smartleaf Asset Management LLC2,052$264K0.01%013F-HRTimeline
Arkadios Wealth Advisors2,074$264K0.01%-82413F-HRTimeline
B. Riley Wealth Advisors, Inc.2,043$260K0.01%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,005$255K0.02%13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,957$249K<0.01%-1513F-HRTimeline
MAI Capital Management1,929$245K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,918$244K0.21%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$242K0.1%013F-HRTimeline
BFSG, LLC1,880$239K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,874$238K0.01%-30613F-HRTimeline
First Nebraska Trust Co1,844$234K0.02%013F-HRTimeline
PKS Advisory Services, LLC1,782$227K0.05%new13F-HRTimeline
Horizon Wealth Management, LLC1,775$226K0.04%013F-HRTimeline
Milestones Private Investment Advisors …1,766$224K0.15%013F-HRTimeline
Intrua Financial, LLC1,715$218K0.02%new13F-HRTimeline
Integrity Financial Corp /WA1,679$213K0.11%-4613F-HRTimeline
Cresset Asset Management, LLC1,613$205K<0.01%013F-HRTimeline
Shared Vision Wealth Group LLC1,519$204K0.08%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,595$203K<0.01%new13F-HR/ATimelineGroup
Dakota Wealth Management1,590$202K<0.01%new13F-HR/ATimeline
Sovran Advisors, LLC1,520$202K0.02%new13F-HRTimeline
Seneca Financial Advisors LLC1,582$201K0.06%new13F-HRTimeline
Rehmann Capital Advisory Group1,581$201K0.01%new13F-HRTimeline
Serenity Investment Advisors1,550$201K0.12%13F-HRTimeline
Key Financial Inc1,485$189K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,477$188K0.01%-5113F-HRTimeline
Garton & Associates Financial Advisors …1,410$179K0.1%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,241$158K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,215$154K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,076$137K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton1,012$129K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,008$128K<0.01%013F-HRTimelineGroup
EASTERN BANK1,000$127K<0.01%013F-HRTimeline
AE Wealth Management LLC887$113K<0.01%-7113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686$87.2K<0.01%013F-HRTimelineGroup
PFS Partners, LLC650$82.6K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$76.5K<0.01%013F-HRTimelineGroup
GoalVest Advisory LLC589$74.9K0.01%-27713F-HRTimeline
Arax Advisory Partners549$69.8K<0.01%-1,62813F-HRTimeline
BOKF, NAin group BOKF, NA500$63.6K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC490$62.3K<0.01%+48613F-HRTimelineGroup
Beaird Harris Wealth Management, LLC362$46K<0.01%013F-HRTimeline
CX Institutional350$44K<0.01%013F-HRTimeline
Fortitude Family Office, LLC317$40.3K0.01%new13F-HRTimeline
NewEdge Advisors, LLC285$36.2K<0.01%-2513F-HRTimeline
MidFirst Bank246$31.3K<0.01%13F-HRTimeline
Hanson & Doremus Investment Management158$20K<0.01%013F-HRTimeline
Bank & Trust Co144$18.3K0.01%013F-HRTimeline
Beacon Capital Management, Inc.138$17.5K<0.01%-113F-HRTimeline