INVESCO EXCHANGE TRADED FD T (PWB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
236
Reporting holders
$1.6B
Reported value
0.1%
Held as options
+23
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $323.0M | 1,917,599 | 0.07% | 31q | +18.3%+$49.9M |
| MORGAN STANLEY | $154.2M | 915,160 | 0.01% | 33q | +10.7%+$14.9M |
| RAYMOND JAMES FINANCIAL INC | $123.1M | 730,757 | 0.03% | 7q | +10.5%+$11.7M |
| BANK OF AMERICA CORP /DE/ | $97.8M | 580,687 | 0.01% | 31q | +31.1%+$23.2M |
| AMERIPRISE FINANCIAL INC | $56.2M | 334,047 | 0.01% | 31q | -30.8%-$25.0M |
| OSAIC HOLDINGS, INC. | $39.0M | 231,529 | 0.05% | 26q | +156.0%+$23.8M |
| ACT WEALTH MANAGEMENT, LLC | $36.3M | 215,222 | 10.65% | 4q | +1.4%+$505.5K |
| Center for Wealth Management Advisory | $34.4M | 204,459 | 21.62% | 3q | -2.6%-$925.0K |
| Garden State Investment Advisory Services LLC | $29.1M | 172,951 | 5.27% | 6q | +3.6%+$1.0M |
| UBS Group AG | $27.9M | 165,763 | 0.00% | 9q | +0.7%+$184.8K |
| Wharton Business Group, LLC | $27.1M | 160,799 | 0.91% | 31q | -1.9%-$529.8K |
| WELLS FARGO & COMPANY/MN | $24.1M | 143,104 | 0.00% | 31q | -47.2%-$21.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $23.6M | 140,053 | 0.03% | 31q | +0.8%+$198.8K |
| GOLDMAN SACHS GROUP INC | $23.2M | 137,847 | 0.00% | 20q | +29.4%+$5.3M |
| ROYAL BANK OF CANADA | $22.8M | 135,429 | 0.00% | 31q | +17.4%+$3.4M |
| Cornerstone Wealth Management, LLC | $20.9M | 124,307 | 0.90% | 24q | +18.1%+$3.2M |
| Private Advisor Group, LLC | $20.8M | 123,695 | 0.10% | 30q | +21.3%+$3.7M |
| WIN ADVISORS, INC | $20.3M | 120,372 | 7.23% | 2q | -5.2%-$1.1M |
| Kestra Advisory Services, LLC | $19.4M | 115,202 | 0.06% | 24q | -1.2%-$232.0K |
| Equitable Holdings, Inc. | $19.4M | 115,120 | 0.12% | 27q | +63.0%+$7.5M |
| Stratos Wealth Partners, LTD. | $19.4M | 114,865 | 0.19% | 29q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $18.8M | 111,487 | 0.00% | 31q | +11.7%+$2.0M |
| JONES FINANCIAL COMPANIES LLLP | $17.6M | 110,338 | 0.01% | 8q | +47.3%+$5.7M |
| Anderson Financial Strategies, LLC | $17.4M | 111,298 | 9.02% | new | NEW |
| TRUIST FINANCIAL CORP | $16.4M | 97,528 | 0.02% | 27q | -3.1%-$529.3K |
| TWO SIGMA INVESTMENTS, LP | $15.3M | 91,100 | 0.01% | 5q | +31.6%+$3.7M |
| Capital Investment Counsel, LLC | $15.3M | 90,826 | 1.89% | 11q | HELD |
| Regal Investment Advisors LLC | $14.7M | 87,023 | 0.76% | 10q | HELD |
| Baird Financial Group, Inc. | $13.4M | 79,580 | 0.02% | 31q | -8.2%-$1.2M |
| Cetera Investment Advisers | $13.1M | 78,013 | 0.01% | 10q | +17.3%+$1.9M |
| MML INVESTORS SERVICES, LLC | $12.7M | 75,094 | 0.03% | 15q | +41.4%+$3.7M |
| CAPTRUST FINANCIAL ADVISORS | $11.5M | 68,254 | 0.02% | 14q | -2.0%-$235.8K |
| StoneCrest Wealth Management, Inc. | $9.1M | 53,941 | 2.90% | new | NEW |
| Prostatis Group LLC | $9.0M | 53,570 | 2.10% | new | NEW |
| Welch Financial Planning, LLC | $9.0M | 53,401 | 5.24% | new | NEW |
| Rockefeller Capital Management L.P. | $8.3M | 49,443 | 0.01% | 26q | +3.4%+$273.9K |
| Pathstone Holdings, LLC | $7.7M | 45,920 | 0.02% | new | NEW |
| Dynamic Advisor Solutions LLC | $7.6M | 45,194 | 0.22% | 14q | -3.2%-$251.2K |
| Meridian Wealth Management, LLC | $7.6M | 44,884 | 0.23% | 9q | -1.6%-$122.3K |
| AssuredPartners Investment Advisors, LLC | $7.2M | 42,634 | 0.69% | 2q | -6.3%-$486.2K |
| Integrated Wealth Concepts LLC | $7.0M | 41,374 | 0.03% | 13q | +88.3%+$3.3M |
| Forge Financial Services LLC | $6.6M | 38,987 | 0.57% | 7q | -1.1%-$73.6K |
| Merit Financial Group, LLC | $6.6M | 38,956 | 0.02% | 13q | +93.9%+$3.2M |
| JPL Wealth Management, LLC | $5.9M | 34,763 | 1.16% | 10q | -1.7%-$99.9K |
| Spire Wealth Management | $5.8M | 34,644 | 0.18% | 22q | +4.0%+$221.9K |
| Firestone Capital Management | $5.6M | 33,487 | 1.05% | 5q | -1.3%-$75.8K |
| Chicago Partners Investment Group LLC | $5.4M | 34,149 | 0.11% | 30q | -2.8%-$155.8K |
| FIRETHORN WEALTH PARTNERS, LLC | $4.9M | 28,889 | 1.57% | 3q | +41.7%+$1.4M |
| Institute for Wealth Management, LLC. | $4.7M | 27,904 | 0.41% | 31q | -6.5%-$324.5K |
| Keating Financial Advisory Services, Inc. | $4.7M | 27,753 | 0.62% | 3q | +69.1%+$1.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 25,596 | 0.02% | 31q | -5.8%-$263.5K |
| CROBAN | $4.2M | 25,037 | 1.86% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $4.0M | 23,887 | 0.21% | 5q | +115.5%+$2.2M |
| Ullmann Wealth Partners Group, LLC | $3.7M | 22,022 | 0.34% | 31q | HELD |
| FMR LLC | $3.7M | 21,983 | 0.00% | 29q | -9.2%-$376.0K |
| Rollins Financial Advisors, LLC | $3.4M | 20,138 | 0.45% | new | NEW |
| Peck Wealth Management, LLC | $3.1M | 18,142 | 2.57% | 4q | +7.2%+$206.0K |
| Bleakley Financial Group, LLC | $3.0M | 18,089 | 0.04% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $3.0M | 17,775 | 0.20% | 2q | +19.0%+$479.1K |
| Elevation Capital Advisory, LLC | $3.0M | 17,709 | 1.15% | 5q | +100.2%+$1.5M |
| BALANCED WEALTH GROUP LLC | $2.9M | 17,272 | 0.92% | 11q | -0.5%-$15.3K |
| NewEdge Advisors, LLC | $2.9M | 16,936 | 0.01% | 15q | +166.8%+$1.8M |
| Farther Finance Advisors, LLC | $2.9M | 16,935 | 0.02% | 11q | -1.6%-$45.3K |
| Wealthcare Advisory Partners LLC | $2.8M | 16,797 | 0.05% | 6q | HELD |
| Empirical Asset Management, LLC | $2.6M | 15,282 | 0.58% | 4q | +3.4%+$84.2K |
| Beacon Pointe Advisors, LLC | $2.6M | 15,239 | 0.01% | 31q | HELD |
| FIFTH THIRD BANCORP | $2.5M | 14,849 | 0.00% | 31q | -4.1%-$106.0K |
| New England Private Wealth Advisors LLC | $2.4M | 15,844 | 0.24% | 15q | HELD |
| RiverTree Advisors, LLC | $2.4M | 14,378 | 1.43% | 3q | -18.8%-$561.3K |
| Prism Advisors, Inc. | $2.3M | 13,767 | 0.56% | 31q | -3.8%-$91.3K |
| Post Resch Tallon Group Inc. | $2.3M | 13,609 | 1.59% | 2q | +85.0%+$1.1M |
| TOBIAS FINANCIAL ADVISORS, INC. | $2.3M | 13,465 | 0.29% | 18q | HELD |
| Investors Research Corp | $2.2M | 13,048 | 0.39% | 28q | HELD |
| Parallel Advisors, LLC | $2.1M | 12,330 | 0.03% | 30q | HELD |
| Wealthspire Retirement, LLC | $2.1M | 12,267 | 0.11% | 18q | HELD |
| Apollon Wealth Management, LLC | $2.0M | 12,116 | 0.02% | 11q | -2.3%-$47.0K |
| Focus Financial Network, Inc. | $1.9M | 11,508 | 0.06% | 17q | +1.8%+$34.4K |
| Fifth Third Securities, Inc. | $1.9M | 11,350 | 0.11% | 5q | +20.6%+$327.1K |
| STIFEL FINANCIAL CORP | $1.9M | 11,101 | 0.00% | 31q | -0.8%-$14.7K |
| Hershey Financial Advisers, LLC | $1.9M | 11,055 | 1.34% | 3q | +197.2%+$1.2M |
| Fiscal Wisdom Wealth Management, LLC | $1.8M | 10,911 | 1.56% | 4q | HELD |
| IHT Wealth Management, LLC | $1.8M | 10,615 | 0.04% | 30q | -5.6%-$105.3K |
| Belvedere Trading LLC | $1.8M | options only | 0.00% | new | OPTIONS |
| IFP Advisors, Inc | $1.7M | 10,387 | 0.03% | new | NEW |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.7M | 9,930 | 0.01% | 11q | HELD |
| World Investment Advisors | $1.6M | 12,667 | 0.03% | 2q | HELD |
| Waverly Advisors, LLC | $1.5M | 9,111 | 0.01% | 10q | +2.9%+$43.3K |
| PFG Investments, LLC | $1.5M | 8,623 | 0.06% | 7q | +134.1%+$832.0K |
| Cambria Investment Management, L.P. | $1.4M | 8,337 | 0.07% | 3q | -0.9%-$12.1K |
| Empowered Funds, LLC | $1.4M | 8,337 | 0.01% | 3q | -7.2%-$109.0K |
| JPMORGAN CHASE & CO | $1.4M | 8,498 | 0.00% | 31q | +61.2%+$530.9K |
| Prospera Financial Services Inc | $1.4M | 8,179 | 0.02% | 22q | -1.0%-$13.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 8,169 | 0.00% | 6q | -37.7%-$832.7K |
| Steward Partners Investment Advisory, LLC | $1.4M | 8,106 | 0.01% | 29q | -16.3%-$265.7K |
| Maia Wealth LLC | $1.3M | 7,927 | 0.20% | 8q | +14.2%+$165.9K |
| Kingsview Wealth Management, LLC | $1.3M | 7,852 | 0.02% | 5q | -30.8%-$587.4K |
| Secure Asset Management, LLC | $1.3M | 7,773 | 0.18% | 4q | -5.5%-$75.8K |
| Global Retirement Partners, LLC | $1.3M | 7,608 | 0.02% | 14q | +526.2%+$1.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 7,436 | 0.02% | 5q | +22.8%+$233.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 7,232 | 0.00% | 12q | +99.9%+$608.8K |
Showing the largest 100 of 245 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 236 | $1.6B | 9,633,471 | 38 | 62 | 56 | 0.1% |
| Q1 2026 | 213 | $1.1B | 8,681,817 | 23 | 52 | 62 | 0.0% |
| Q4 2025 | 202 | $920.9M | 7,232,395 | 21 | 50 | 51 | 0.1% |
| Q3 2025 | 188 | $824.4M | 6,570,061 | 20 | 33 | 57 | 0.1% |
| Q2 2025 | 175 | $736.8M | 6,273,474 | 25 | 44 | 35 | 0.0% |
| Q1 2025 | 155 | $505.2M | 5,256,968 | 7 | 35 | 36 | 0.0% |
| Q4 2024 | 161 | $522.9M | 5,135,604 | 12 | 23 | 55 | 0.0% |
| Q3 2024 | 154 | $489.4M | 4,959,482 | 18 | 24 | 43 | 0.0% |
| Q2 2024 | 143 | $460.6M | 4,872,226 | 12 | 27 | 35 | 0.0% |
| Q1 2024 | 137 | $535.1M | 5,996,191 | 27 | 32 | 28 | 0.0% |
| Q4 2023 | 122 | $411.9M | 5,300,728 | 15 | 27 | 33 | 0.0% |
| Q3 2023 | 107 | $306.3M | 4,550,049 | 4 | 27 | 28 | 0.0% |
| Q2 2023 | 114 | $312.0M | 4,418,230 | 9 | 19 | 31 | 0.0% |
| Q1 2023 | 111 | $283.1M | 4,356,388 | 11 | 23 | 34 | 0.0% |
| Q4 2022 | 97 | $251.2M | 4,204,821 | 11 | 23 | 23 | 0.0% |
| Q3 2022 | 112 | $275.4M | 4,833,750 | 6 | 24 | 31 | 0.0% |
| Q2 2022 | 116 | $290.0M | 4,937,994 | 5 | 28 | 41 | 0.0% |
| Q1 2022 | 123 | $379.4M | 5,249,512 | 10 | 30 | 33 | 0.0% |
| Q4 2021 | 130 | $445.2M | 5,520,436 | 8 | 28 | 44 | 0.0% |
| Q3 2021 | 123 | $399.4M | 5,396,404 | 8 | 27 | 28 | 0.0% |
| Q2 2021 | 127 | $375.2M | 5,038,445 | 12 | 21 | 36 | 0.0% |
| Q1 2021 | 120 | $366.5M | 5,363,447 | 12 | 23 | 42 | 0.0% |
| Q4 2020 | 111 | $386.0M | 5,687,063 | 6 | 24 | 42 | 0.0% |
| Q3 2020 | 107 | $370.1M | 5,953,615 | 10 | 16 | 40 | 0.0% |
| Q2 2020 | 102 | $335.2M | 6,064,893 | 9 | 23 | 35 | 0.0% |
| Q1 2020 | 99 | $291.0M | 6,575,873 | 11 | 22 | 43 | 0.0% |
| Q4 2019 | 106 | $345.0M | 6,666,428 | 9 | 27 | 35 | 0.0% |
| Q3 2019 | 106 | $400.6M | 8,238,740 | 8 | 30 | 32 | 0.0% |
| Q2 2019 | 109 | $369.2M | 7,581,678 | 10 | 32 | 30 | 0.0% |
| Q1 2019 | 107 | $355.9M | 7,442,568 | 17 | 32 | 25 | 0.0% |
| Q4 2018 | 97 | $287.6M | 6,863,562 | 2 | 1 | 2 | 0.0% |