证券记录 · 已归档季度
PWB
Invesco Large Cap Growth ETF · Financial Services · Asset Management
42被追踪持有人
-1Δ持有人
4.85M持有股份
$616.42M报告持仓市值
+0新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 -2.3% ·
股份流向 +0.2% ·
净新建仓位 -2.4%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.37M | — | $174.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 822.43K | -0.9% | $104.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 822.43K | -0.9% | $104.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 822.43K | -0.9% | $104.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 478.92K | — | $60.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 478.92K | — | $60.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 437.03K | — | $55.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 437.03K | — | $55.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 209.57K | — | $26.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 190.34K | — | $24.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 126.99K | — | $16.14M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 126.99K | — | $16.14M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 124.83K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 124.83K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 124.83K | — | $15.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 113.91K | — | $14.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 113.37K | — | $14.41M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 106.53K | +18.4% | $13.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 92.44K | — | $11.75M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 88.14K | — | $11.20M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 70.56K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 66.43K | — | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 63.59K | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 58.82K | — | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 58.82K | — | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 54.02K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 48.56K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 48.56K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 48.05K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 47.12K | — | $5.99M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 25.10K | +10.6% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 23.64K | +20.4% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 11.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 11.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 11.29K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 6.86K | — | $871,569 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.76K | — | $858,819 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 6.19K | — | $787,065 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 5.65K | — | $718,609 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 4.70K | — | $597,428 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 3.94K | — | $501,170 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Corient Private Wealth LP | 3.19K | — | $406,490 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 3.19K | — | $406,490 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 3.04K | — | $386,160 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 2.71K | — | $357,167 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Lido Advisors, LLC | 2.63K | — | $333,156 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 2.59K | — | $327,775 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 2.39K | -48.5% | $303,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 2.39K | -48.5% | $303,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 2.39K | -48.5% | $303,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 2.31K | — | $293,243 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citigroup Inc | 1.01K | — | $128,127 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | BlackRock ✦ (被动) | 686 | 0.0% | $87,197 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 602 | — | $76,520 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fifth Third Bancorp | 500 | — | $63,555 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 490 | — | $62,284 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| AQR Capital Management | $331,192 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 220 持有人, 8.63M 股份, $1.05B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据