Vault-13

INVESCO EXCHANGE TRADED FD T PWB

LARGE CAP GROWTH · ETP · CUSIP 46137V746

208 institutional holders +13 vs Q3 2025
7,579,8087.6m shares reported held*
$963.9mreported value*
21 new 55 added 59 reduced 14 sold out net bought ≈ $39.9m (+314.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $127.16. Options: 2 managers hold calls ($1.2m notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 114Q4 22: 120Q1 23: 127Q2 23: 128Q3 23: 122Q4 23: 136Q1 24: 154Q2 24: 160Q3 24: 167Q4 24: 172Q1 25: 166Q2 25: 185Q3 25: 195Q4 25: 208208Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022114
Q4 2022120
Q1 2023127
Q2 2023128
Q3 2023122
Q4 2023136
Q1 2024154
Q2 2024160
Q3 2024167
Q4 2024172
Q1 2025166
Q2 2025185
Q3 2025195
Q4 2025208

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 69 bought or addedQ1 24: 50 cut or sold outQ2 24: 47 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 46 bought or addedQ3 24: 67 cut or sold outQ4 24: 43 bought or addedQ4 24: 74 cut or sold outQ4 24Q1 25: 50 bought or addedQ1 25: 55 cut or sold outQ2 25: 76 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 59 bought or addedQ3 25: 80 cut or sold outQ4 25: 76 bought or addedQ4 25: 73 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246950
Q2 20244755
Q3 20244667
Q4 20244374
Q1 20255055
Q2 20257650
Q3 20255980
Q4 20257673

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $739.1kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $1.2mQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$739.1k$00.00
Q4 2025$1.2m$00.00

Biggest buyers

LPL Financial LLC Added +130,950+130.9k
RAYMOND JAMES FINANCIAL INC Added +78,531+78.5k
TRUIST FINANCIAL CORP Added +42,514+42.5k
AMERIPRISE FINANCIAL INC Added +32,666+32.7k
Kestra Advisory Services, LLC Added +17,002+17.0k
GOLDMAN SACHS GROUP INC Added +16,519+16.5k
Elevation Capital Advisory, LLC Added +15,770+15.8k
FIRETHORN WEALTH PARTNERS, LLC New +14,149+14.1k
ACT WEALTH MANAGEMENT, LLC Added +13,442+13.4k
RiverTree Advisors, LLC New +11,859+11.9k

Biggest sellers

WIN ADVISORS, INC Sold out -103,315-103.3k
Cambridge Investment Research Advisors, Inc. Reduced -22,504-22.5k
BNP PARIBAS FINANCIAL MARKETS Sold out -10,000-10.0k
Prism Advisors, Inc. Reduced -9,621-9.6k
Mesirow Financial Investment Management, Inc. Sold out -8,600-8.6k
OSAIC HOLDINGS, INC. Reduced -7,977-8.0k
MORGAN STANLEY Reduced -7,270-7.3k
Baird Financial Group, Inc. Reduced -5,127-5.1k
BANK OF AMERICA CORP /DE/ Reduced -4,887-4.9k
UBS Group AG Reduced -4,730-4.7k

Biggest calls

Belvedere Trading LLC New $661.0k5.2k shares
CITADEL ADVISORS LLC New $508.4k4.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,371,4871.4m $174.3m $174.3m 0.05% Added +130.9k +130,950
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 822,431822.4k $104.5m $104.5m 0.01% Reduced -7.3k -7,270
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 478,920478.9k $60.9m $60.9m 0.02% Added +78.5k +78,531
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 437,031437.0k $55.6m $55.6m 0.00% Reduced -4.9k -4,887
5 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 263,437263.4k $33.5m $33.5m 0.09% Reduced -22.5k -22,504
6 Center for Wealth Management Advisory 19.72% of their portfolio MILFORD, OH 210,537210.5k $26.8m $26.8m 19.72% First filing
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 209,575209.6k $26.6m $26.6m 0.01% Added +32.7k +32,666
8 ACT WEALTH MANAGEMENT, LLC 8.65% of their portfolio PLANO, TX 208,072208.1k $26.4m $26.4m 8.65% Added +13.4k +13,442
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 190,342190.3k $24.2m $24.2m 0.00% Reduced -4.7k -4,730
10 Garden State Investment Advisory Services LLC 5.00% of their portfolio Red Bank, NJ 165,654165.7k $21.1m $21.1m 5.00% Added +9.7k +9,677
11 Wharton Business Group, LLC 0.79% of their portfolio MALVERN, PA 163,944163.9k $20.8m $20.8m 0.79% Reduced -2.5k -2,465
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 126,993127.0k $16.1m $16.1m 0.00% Reduced -2.0k -2,038
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 124,827124.8k $15.9m $15.9m 0.00% Added +1.7k +1,690
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 113,913113.9k $14.5m $14.5m 0.02% Added +5.8k +5,786
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 113,372113.4k $14.4m $14.4m 0.00% Added +2.3k +2,293
16 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 107,705107.7k $13.7m $13.7m 0.06% Added +17.0k +17,002
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 106,532106.5k $13.5m $13.5m 0.00% Added +16.5k +16,519
18 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 92,44592.4k $11.8m $11.8m 0.02% Added +42.5k +42,514
19 Capital Investment Counsel, LLC 1.63% of their portfolio DENVER, CO 92,27092.3k $11.7m $11.7m 1.63% Added +773 +773
20 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 90,33790.3k $11.5m $11.5m 0.05% Reduced -1.5k -1,485
21 Cornerstone Wealth Management, LLC 0.59% of their portfolio ST. PETERS, MO 89,76289.8k $11.4m $11.4m 0.59% Added +10.1k +10,079
22 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 88,13688.1k $11.2m $11.2m 0.02% Reduced -5.1k -5,127
23 Regal Investment Advisors LLC 0.67% of their portfolio KENTWOOD, MI 87,67387.7k $11.1m $11.1m 0.67% Added +189 +189
24 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 70,56470.6k $9.0m $9.0m 0.02% Reduced -412 -412
25 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 66,43166.4k $8.4m $8.4m 0.01% Added +9.5k +9,482
26 CWM, LLC 0.02% of their portfolio OMAHA, NE 63,58663.6k $8.1m $8.1m 0.02% Added +122 +122
27 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 58,81958.8k $7.5m $7.5m 0.01% Reduced -8.0k -7,977
28 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 54,02354.0k $6.9m $6.9m 0.01% Added +2.1k +2,057
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 48,56148.6k $6.2m $6.2m 0.01% Reduced -1.2k -1,212
30 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 48,05048.0k $6.1m $6.1m 0.01% Added +8.9k +8,887
31 Dynamic Advisor Solutions LLC 0.20% of their portfolio PHOENIX, AZ 47,85047.9k $6.1m $6.1m 0.20% Reduced -1.8k -1,798
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 47,11947.1k $6.0m $6.0m 0.01% Added +10.7k +10,656
33 Meridian Wealth Management, LLC 0.21% of their portfolio LEXINGTON, KY 46,80946.8k $5.9m $5.9m 0.21% Reduced -2.5k -2,490
34 Mill Creek Capital Advisors, LLC 0.12% of their portfolio Conshohocken, PA 45,92045.9k $5.8m $5.8m 0.12% Unchanged
35 Forge Financial Services LLC 2.15% of their portfolio EDMOND, OK 39,51939.5k $5.0m $5.0m 2.15% Added +126 +126
36 OneAscent Financial Services LLC 0.43% of their portfolio BIRMINGHAM, AL 36,88936.9k $4.7m $4.7m 0.43% Added +4.7k +4,742
37 JPL Wealth Management, LLC 1.12% of their portfolio GREENWOOD VILLAGE, CO 36,03236.0k $4.6m $4.6m 1.12% Reduced -2.7k -2,682
38 Chicago Partners Investment Group LLC 0.12% of their portfolio CHICAGO, IL 35,81335.8k $4.8m $4.8m 0.12% Added +233 +233
39 Firestone Capital Management 0.92% of their portfolio SOUTH MIAMI, FL 33,93933.9k $4.3m $4.3m 0.92% Reduced -1.9k -1,946
40 Spire Wealth Management 0.14% of their portfolio MCLEAN, VA 32,36832.4k $4.1m $4.1m 0.14% Added +7.1k +7,111
41 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 31,61331.6k $4.0m $4.0m 0.05% Reduced -78 -78
42 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 31,53231.5k $4.0m $4.0m 0.02% Reduced -3.6k -3,551
43 Institute for Wealth Management, LLC. 0.41% of their portfolio DENVER, CO 30,15330.2k $3.8m $3.8m 0.41% Reduced -1.4k -1,365
44 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 29,09829.1k $3.7m $3.7m 0.03% Added +77 +77
45 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 25,10025.1k $3.2m $3.2m 0.00% Added +2.4k +2,400
46 FMR LLC 0.00% of their portfolio BOSTON, MA 23,63823.6k $3.0m $3.0m 0.00% Added +4.0k +4,003
47 Ullmann Wealth Partners Group, LLC 0.30% of their portfolio JACKSONVILLE BEACH, FL 22,02222.0k $2.9m $2.9m 0.30% Unchanged
48 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 21,08121.1k $2.7m $2.7m 0.02% Added +891 +891
49 Blue Capital, Inc. 1.88% of their portfolio OMAHA, NE 20,70420.7k $2.6m $2.6m 1.88% Added +8.8k +8,820
50 Elevation Capital Advisory, LLC 1.02% of their portfolio BEND, OR 19,70719.7k $2.5m $2.5m 1.02% Added +15.8k +15,770
51 BALANCED WEALTH GROUP LLC 0.80% of their portfolio WESTLAKE, OH 17,44217.4k $2.2m $2.2m 0.80% Reduced -171 -171
52 Peck Wealth Management, LLC 2.08% of their portfolio WHITE PLAINS, NY 17,34317.3k $2.2m $2.2m 2.08% Reduced -560 -560
53 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 17,33217.3k $2.2m $2.2m 0.03% Reduced -1.2k -1,170
54 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 17,05417.1k $2.2m $2.2m 0.04% Reduced -28 -28
55 TOBIAS FINANCIAL ADVISORS, INC. 0.29% of their portfolio Plantation, FL 16,21716.2k $2.1m $2.1m 0.29% Reduced -3.9k -3,936
56 New England Private Wealth Advisors LLC 0.25% of their portfolio WELLESLEY, MA 15,84415.8k $2.0m $2.0m 0.25% Unchanged
57 Empirical Asset Management, LLC 0.56% of their portfolio WELLESLEY, MA 15,56315.6k $2.0m $2.0m 0.56% Added +5.8k +5,826
58 COMERICA BANK 0.01% of their portfolio DALLAS, TX 15,25915.3k $1.9m $1.9m 0.01% Reduced -657 -657
59 Prism Advisors, Inc. 0.50% of their portfolio STUDIO CITY, CA 14,78114.8k $1.9m $1.9m 0.50% Reduced -9.6k -9,621
60 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 14,38114.4k $1.8m $1.8m 0.01% Reduced -119 -119
61 FIRETHORN WEALTH PARTNERS, LLC 0.67% of their portfolio AUGUSTA, GA 14,14914.1k $1.8m $1.8m 0.67% New
62 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 12,64012.6k $1.6m $1.6m 0.03% Reduced -1.6k -1,558
63 Investors Research Corp 0.29% of their portfolio ATLANTA, GA 12,42212.4k $1.6m $1.6m 0.29% Reduced -153 -153
64 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 12,33012.3k $1.6m $1.6m 0.03% Unchanged
65 Wealthspire Retirement, LLC 0.09% of their portfolio ALISO VIEJO, CA 12,26712.3k $1.6m $1.6m 0.09% Unchanged
66 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 12,08112.1k $1.5m $1.5m 0.09% Unchanged
67 RiverTree Advisors, LLC 0.96% of their portfolio WINTER PARK, FL 11,85911.9k $1.5m $1.5m 0.96% New
68 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 11,72411.7k $1.5m $1.5m 0.04% Reduced -450 -450
69 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 11,43711.4k $1.5m $1.5m 0.05% Added +1.0k +1,009
70 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,28511.3k $1.4m $1.4m 0.00% Reduced -1.7k -1,665
71 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 11,00911.0k $1.4m $1.4m 0.02% New
72 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,99111.0k $1.4m $1.4m 0.01% Added +2.6k +2,644
73 Fiscal Wisdom Wealth Management, LLC 1.32% of their portfolio Canton, CT 10,98611.0k $1.4m $1.4m 1.32% Unchanged
74 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 10,45710.5k $1.3m $1.3m 0.01% Added +4.9k +4,885
75 SILVER OAK SECURITIES, INCORPORATED 0.09% of their portfolio JACKSON, TN 10,36110.4k $1.3m $1.3m 0.09% Reduced -61 -61
76 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 10,03410.0k $1.3m $1.3m 0.00% Added +104 +104
77 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 10,01010.0k $1.3m $1.3m 0.01% Reduced -157 -157
78 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 9,3649.4k $1.2m $1.2m 0.08% Added +367 +367
79 Cambria Investment Management, L.P. 0.07% of their portfolio Manhattan Beach, CA 9,0339.0k $1.1m $1.1m 0.07% New
80 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,6888.7k $1.1m $1.1m 0.01% Reduced -17 -17
81 Keating Financial Advisory Services, Inc. 0.15% of their portfolio MANHATTAN, KS 8,4588.5k $1.1m $1.1m 0.15% First filing
82 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 8,2798.3k $1.1m $1.1m 0.02% Reduced -138 -138
83 Hershey Financial Advisers, LLC 0.89% of their portfolio LANCASTER, PA 8,2598.3k $1.0m $1.0m 0.89% New
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,2028.2k $1.0m $1.0m 0.00% Added +1.3k +1,343
85 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 7,1957.2k $914.6k $914.6k 0.01% Unchanged
86 STEINBERGANNA WEALTH MANAGEMENT 0.43% of their portfolio HUNTINGTON, NY 7,1737.2k $911.8k $911.8k 0.43% Unchanged
87 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 7,1147.1k $904.3k $904.3k 0.05% Added +619 +619
88 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8576.9k $871.6k $871.6k 0.00% Added +212 +212
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,7566.8k $858.8k $858.8k 0.00% Unchanged
90 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 6,5506.5k $832.6k $832.6k 0.01% Unchanged
91 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 6,4426.4k $818.8k $818.8k 0.00% First filing
92 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 6,4166.4k $815.5k $815.5k 0.01% Added +70 +70
93 Armbruster Capital Management, Inc. 0.14% of their portfolio PITTSFORD, NY 6,3706.4k $809.7k $809.7k 0.14% Unchanged
94 HARMONY ASSET MANAGEMENT LLC 0.27% of their portfolio SCOTTSDALE, AZ 6,3396.3k $805.8k $805.8k 0.27% Added +41 +41
95 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 6,2326.2k $792.1k $792.1k 0.01% Reduced -24 -24
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,1926.2k $787.1k $787.1k 0.00% Added +3.5k +3,459
97 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 6,1496.1k $781.5k $781.5k 0.02% New
98 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 6,1196.1k $777.9k $777.9k 0.04% Reduced -535 -535
99 Maia Wealth LLC 0.14% of their portfolio DENVER, CO 6,0706.1k $810.2k $810.2k 0.14% Added +787 +787
100 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 6,0536.1k $769.4k $769.4k 0.01% Added +4.0k +4,000