Security record
PWB
Invesco Large Cap Growth ETF · Financial Services · Asset Management
45Tracked holders
+2Δ holders
6.33MShares held
$1.07BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow +18.2% ·
net new positions +4.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +2 | 6.33M | $1.07B | +3 | −1 |
| Q1 2026 | 44 | +1 | 5.42M | $681.86M | +2 | −1 |
| Q4 2025 | 42 | -1 | 4.85M | $616.42M | — | −1 |
| Q3 2025 | 7 | -1 | 970.02K | $121.66M | — | −1 |
| Q2 2025 | 5 | +2 | 63.27K | $7.43M | +2 | — |
| Q1 2025 | 1 | 0 | 3.42K | $328,649 | — | — |
| Q4 2024 | 1 | -1 | 3.42K | $348,147 | — | −1 |
| Q3 2024 | 2 | +2 | 9.47K | $934,522 | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.92M | +18.3% | $323.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 730.76K | +10.5% | $123.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 580.69K | +31.1% | $97.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 334.05K | +38.4% | $56.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 231.53K | +156.0% | $39.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 165.76K | +0.7% | $27.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 143.10K | +5.5% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 140.05K | +0.8% | $23.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 137.85K | +29.4% | $23.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Royal Bank Of Canada | 135.43K | +17.4% | $22.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 111.49K | +11.7% | $18.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 110.34K | +47.3% | $17.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 97.53K | -3.1% | $16.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 91.10K | +31.6% | $15.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 79.58K | -8.2% | $13.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 78.01K | +17.3% | $13.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 75.09K | +41.4% | $12.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 68.25K | -2.0% | $11.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 49.44K | +3.4% | $8.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 21.98K | -9.2% | $3.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Fifth Third Bancorp | 14.85K | -4.1% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 11.10K | -0.8% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Hrt Financial Lp | 8.75K | New | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 26 | Susquehanna International Group, Llp | 8.17K | -37.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 6.94K | +8.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 6.61K | -69.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 30 | Wealth Enhancement Advisory… | 5.24K | +126.5% | $850,763 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Blair William & Co/Il | 4.44K | 0.0% | $747,977 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Invesco Ltd. | 4.30K | New | $724,715 | 0.0% | New | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 4.03K | 0.0% | $679,062 | 0.0% | Held | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 3.89K | 0.0% | $655,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 3.62K | -0.1% | $609,151 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 3.12K | -34.7% | $524,827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 2.51K | +5.0% | $422,667 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | CIBC Bancorp USA Inc. | 2.34K | 0.0% | $393,860 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 39 | Cerity Partners LLC | 2.27K | 0.0% | $381,562 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Allspring Global Investments… | 2.20K | New | $351,142 | 0.0% | New | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 1.64K | -7.6% | $276,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.35K | -35.9% | $227,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 1.05K | +1.5% | $177,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 686 | 0.0% | $115,564 | 0.0% | Held | 5 | SEC ↗ |
| 45 | Us Bancorp \De\ | 602 | 0.0% | $101,413 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.47M | 0.0% |
| Invesco Ltd. | $724,715 | 0.0% |
| Allspring Global Investments… | $351,142 | 0.0% |
Exited
| Citigroup Inc | $126,937 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 220 holders, 8.63M shares, $1.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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