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Disclosery

PWB INVESCO EXCHANGE TRADED FD T

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LARGE CAP GROWTH (fund)

220 managers (223 13F filers) reported a position in PWB shares at 2026-03-31, 8,637,132 shares in all. 23 filers opened a position and 9 filers sold out during the quarter.

Managers
220
13F filers
223
New
23
Added
56
Reduced
72
Sold out
9
Shares held by filers
8,637,132

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,621,323$204M0.05%+249,83613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY826,967$104M0.01%+4,53613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC661,451$83.3M0.03%+182,53113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/442,993$55.8M<0.01%+5,96213F-HRTimelineGroup
Cambridge Investment Research Advisors,…289,045$36.4M0.09%+25,60813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC241,313$30.2M0.01%+31,73813F-HR/ATimelineGroup
ACT WEALTH MANAGEMENT, LLC212,221$26.7M8.97%+4,14913F-HRTimeline
Center for Wealth Management Advisory209,950$26.4M19.04%-58713F-HRTimeline
Garden State Investment Advisory Servic…166,918$21M5.03%+1,26413F-HRTimeline
UBS Group AGgroup of 2 filers holding166,770$21M-23,572Timeline
Wharton Business Group, LLC163,944$20.6M0.78%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,873$17.5M0.02%+24,96013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135,624$17.1M<0.01%+10,79713F-HR/ATimelineGroup
WIN ADVISORS, INC126,940$16M7.31%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding122,016$15.4M+8,975Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,371$14.5M<0.01%-11,62213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.115,196$14.5M0.16%+83,58313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC106,532$13.4M<0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC105,264$13.3M0.66%+15,50213F-HRTimeline
Private Advisor Group, LLC101,943$12.8M0.06%+11,60613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,670$12.7M0.02%+8,22513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,838$12.6M<0.01%-13,53413F-HRTimelineGroup
Capital Investment Counsel, LLC90,881$11.4M1.57%-1,38913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,430$11.4M0.02%+31,61113F-HRTimelineGroup
Regal Investment Advisors LLC86,807$10.9M0.63%-86613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,688$10.9M0.02%-1,44813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,923$9.24M<0.01%+8,49213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,619$8.98M0.06%+41,52113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS69,654$8.77M0.02%-91013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP69,200$8.71M0.01%+44,10013F-HRTimelineGroup
Cetera Investment Advisers66,501$8.37M0.01%+12,47813F-HRTimeline
CWM, LLCin group CWM, LLC62,712$7.9M0.02%-87413F-HRTimelineGroup
Ethos Financial Group, LLC56,291$7.09M0.52%new13F-HRTimeline
MML INVESTORS SERVICES, LLC53,100$6.69M0.02%+5,98113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,817$6.02M0.01%-23313F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC45,520$5.9M0.64%new13F-HRTimeline
Dynamic Advisor Solutions LLC46,685$5.88M0.19%-1,16513F-HRTimeline
Mill Creek Capital Advisors, LLC45,920$5.78M0.12%013F-HRTimeline
Meridian Wealth Management, LLC45,610$5.74M0.2%-1,19913F-HRTimeline
Chicago Partners Investment Group LLC35,139$5.1M0.11%-67413F-HRTimeline
Forge Financial Services LLC39,424$4.97M0.5%-9513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …36,449$4.59M0.25%-44013F-HRTimelineGroup
JPL Wealth Management, LLC35,356$4.45M1.02%-67613F-HR/ATimeline
Firestone Capital Management33,937$4.27M0.89%-213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,327$4.2M0.14%+95913F-HRTimelineGroup
Institute for Wealth Management, LLC.29,830$3.76M0.4%-32313F-HRTimeline
Independent Advisor Alliance29,101$3.66M0.04%+25,58913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…27,160$3.42M0.02%-4,37213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,886$3.13M+15,022Timeline
FMR LLCin group FMR LLC24,215$3.05M<0.01%+57713F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC22,022$2.77M0.29%013F-HRTimeline
Mariner, LLCin group Mariner, LLC21,998$2.77M<0.01%-26,56313F-HRTimelineGroup
Integrated Wealth Concepts LLC21,970$2.77M0.02%+4,63813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,384$2.57M0.94%+6,23513F-HRTimeline
Merit Financial Group, LLC20,086$2.53M0.02%-99513F-HRTimeline
RiverTree Advisors, LLC17,710$2.23M1.41%+5,85113F-HRTimeline
Farther Finance Advisors, LLC17,204$2.2M0.02%+6,21313F-HRTimeline
BALANCED WEALTH GROUP LLC17,363$2.19M0.78%-7913F-HRTimeline
Peck Wealth Management, LLC16,919$2.13M2.14%-42413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,797$2.12M0.04%-25713F-HRTimelineGroup
Keating Financial Advisory Services, In…16,414$2.07M0.33%+7,95613F-HRTimeline
New England Private Wealth Advisors LLC15,844$2M0.23%013F-HRTimeline
Beacon Pointe Advisors, LLC15,312$1.93M0.01%+93113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,931$1.88M0.14%new13F-HRTimeline
Empirical Asset Management, LLC14,782$1.86M0.49%-78113F-HRTimeline
Prism Advisors, Inc.14,309$1.8M0.48%-47213F-HRTimeline
Blue Capital, Inc.13,761$1.73M1.13%-6,94313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.13,467$1.7M0.24%-2,75013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,112$1.65M<0.01%+6,92013F-HRTimelineGroup
Investors Research Corp13,003$1.64M0.31%+58113F-HRTimeline
World Investment Advisors12,667$1.6M0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,395$1.56M0.03%-24513F-HRTimelineGroup
Parallel Advisors, LLC12,330$1.55M0.03%013F-HR/ATimeline
Wealthspire Retirement, LLC12,267$1.54M0.09%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,081$1.52M0.09%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,083$1.51M0.09%+3,96913F-HR/ATimeline
Kingsview Wealth Management, LLC11,339$1.43M0.02%+8,91213F-HRTimeline
Focus Financial Network, Inc.11,304$1.42M0.05%-13313F-HRTimeline
IHT Wealth Management, LLC11,240$1.42M0.03%-48413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,188$1.41M<0.01%-9713F-HRTimelineGroup
Fiscal Wisdom Wealth Management, LLC10,911$1.37M1.32%-7513F-HRTimeline
Janney Montgomery Scott LLC10,701$1.35M<0.01%+2,49913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,930$1.25M<0.01%-10413F-HRTimelineGroup
RFG Advisory, LLC9,806$1.23M0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,683$1.22M0.01%-32713F-HRTimeline
Empowered Funds, LLC8,984$1.13M0.01%-2,02513F-HR/ATimeline
Waverly Advisors, LLC8,854$1.11M0.01%+16613F-HRTimeline
Elevation Capital Advisory, LLC8,847$1.11M0.47%-10,86013F-HRTimeline
Cambria Investment Management, L.P.8,409$1.06M0.06%-62413F-HRTimeline
Prospera Financial Services Inc8,260$1.04M0.02%-1913F-HRTimeline
Secure Asset Management, LLC8,223$1.04M0.16%+2,21913F-HRTimeline
Envision Financial Transparency, LLC7,664$965K0.94%13F-HRTimeline
Post Resch Tallon Group Inc.7,355$940K0.76%new13F-HRTimeline
Gateway Wealth Partners, LLC7,342$925K0.04%+3,64113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT7,173$903K0.43%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,014$883K0.01%-18113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,976$878K0.01%+56013F-HRTimelineGroup
Maia Wealth LLC6,942$874K0.15%+87213F-HRTimeline
Claris Financial LLC6,826$860K0.47%+87413F-HRTimeline
NewEdge Advisors, LLC6,632$835K<0.01%+6,34713F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,608$832K<0.01%-14813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,550$825K0.01%013F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC6,471$815K0.25%+13213F-HRTimeline
Creative Planningin group Creative Planning6,382$804K<0.01%-47513F-HRTimelineGroup
Armbruster Capital Management, Inc.6,370$802K0.13%013F-HRTimeline
MATHER GROUP, LLC.6,206$782K0.01%-2613F-HRTimeline
HighPoint Advisor Group LLC6,146$774K0.03%-313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,053$762K0.02%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,847$736K0.12%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,842$736K<0.01%-60013F-HRTimelineGroup
Covenant Asset Management, LLC5,825$734K0.15%-17113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,504$693K0.03%-61513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,272$638K<0.01%+2,88113F-HR/ATimelineGroup
Evolution Wealth Advisors, LLC5,000$630K0.06%013F-HRTimeline
Beacon Financial Advisory LLC4,925$620K0.14%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,768$600K<0.01%-88513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,743$597K0.03%-99813F-HRTimeline
BLAIR WILLIAM & CO/IL4,440$559K<0.01%-26013F-HRTimeline
Ausdal Financial Partners, Inc.4,071$513K0.02%013F-HRTimeline
Quantinno Capital Management LP4,031$508K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC4,000$504K0.16%013F-HRTimeline
HighTower Advisors, LLC3,892$490K<0.01%-5113F-HRTimeline
HFG Advisors, Inc.3,850$485K0.34%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,781$476K0.02%-15013F-HRTimeline
Hershey Financial Advisers, LLC3,720$468K0.4%-4,53913F-HRTimeline
PFG Investments, LLC3,684$464K0.02%+55713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,618$456K<0.01%+58013F-HRTimeline
Traction Financial Partners, LLC3,553$447K0.28%013F-HRTimeline
Chancellor Financial Group WB LP3,394$427K0.31%+3113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,383$426K0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC3,380$426K0.01%013F-HRTimeline
Eagle Bay Advisors LLC3,301$416K0.37%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,300$416K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,108$391K<0.01%013F-HRTimeline
IAM Advisory, LLC3,065$386K0.09%013F-HRTimeline
Carrera Capital Advisors3,055$385K0.06%-14513F-HRTimeline
Schrum Private Wealth Management LLC3,050$384K0.29%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,040$383K0.1%013F-HRTimeline
PRIVATE TRUST CO NA3,038$383K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,902$365K0.01%+21213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,843$358K0.01%013F-HR/ATimelineGroup
Paragon Private Wealth Management, LLC2,834$357K0.11%-7713F-HRTimeline
Western Wealth Management, LLC2,797$352K0.01%+28513F-HR/ATimeline
Summit Financial, LLC2,776$350K<0.01%+15613F-HRTimeline
Harbor Asset Planning, Inc.2,569$324K0.27%+65113F-HRTimeline
Horizon Family Wealth, Inc.2,437$307K0.16%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,389$301K<0.01%-19813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,313$297K<0.01%-39213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,338$294K<0.01%13F-HRTimelineGroup
CHOREO, LLC2,320$292K<0.01%013F-HRTimeline
Verum Partners LLC2,318$292K0.06%013F-HRTimeline
Centurion Wealth Management LLC2,304$290K0.07%013F-HRTimeline
Investment Advisory Group, LLC2,300$290K0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC2,272$286K<0.01%-8,18513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,265$285K<0.01%-4213F-HRTimelineGroup
Alamar Capital Management, LLC2,250$283K0.17%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,237$282K<0.01%-3,11213F-HRTimelineGroup
&PARTNERS2,075$261K<0.01%-7513F-HRTimeline
Arkadios Wealth Advisors2,074$261K<0.01%013F-HRTimeline
Signet Private Wealth LLC2,033$256K0.24%new13F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO2,004$255K0.02%-113F-HRTimelineGroup
Total Clarity Wealth Management, Inc.2,023$255K0.06%-13013F-HRTimeline
PKS Advisory Services, LLC1,982$250K0.06%+20013F-HRTimeline
Smartleaf Asset Management LLC2,052$249K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC1,959$247K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,957$246K<0.01%013F-HRTimeline
MAI Capital Management1,929$243K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,005$243K0.02%-3813F-HRTimeline
Serenity Investment Advisors1,550$240K0.11%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,900$239K0.1%013F-HRTimeline
BFSG, LLC1,880$237K0.02%013F-HRTimeline
National Wealth Management Group, LLC1,876$236K0.09%-1,50813F-HRTimeline
First Nebraska Trust Co1,844$232K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,777$224K<0.01%-85113F-HRTimelineGroup
Horizon Wealth Management, LLC1,775$224K0.03%013F-HRTimeline
Sovran Advisors, LLC1,520$223K0.02%013F-HRTimeline
Intrua Financial, LLC1,715$216K0.02%013F-HRTimeline
Geneos Wealth Management Inc.1,699$214K<0.01%-17513F-HRTimeline
Balance Wealth Partners LLC1,626$205K0.06%new13F-HRTimeline
Cresset Asset Management, LLC1,613$203K<0.01%013F-HRTimeline
Dakota Wealth Management1,590$200K<0.01%013F-HR/ATimeline
Key Financial Inc1,485$187K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,477$186K0.01%013F-HRTimeline
Integrity Financial Corp /WA1,197$151K0.07%-48213F-HRTimeline
Cassaday & Co Wealth Management LLC1,155$145K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,100$139K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,076$138K0.01%013F-HRTimeline
Allworth Financial LP1,050$132K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,037$131K<0.01%+54713F-HRTimelineGroup
Rosenberg Matthew Hamilton1,012$127K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,008$127K<0.01%013F-HRTimelineGroup
EASTERN BANK1,000$126K<0.01%013F-HRTimeline
AE Wealth Management LLC887$112K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC722$90.9K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686$86.4K<0.01%013F-HRTimelineGroup
PFS Partners, LLC650$81.9K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\602$75.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners549$69.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA500$63K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC473$59.6K0.01%new13F-HRTimeline