Vault-13

INVESCO EXCHANGE TRADED FD T PWB

LARGE CAP GROWTH · ETP · CUSIP 46137V746

222 institutional holders +14 vs Q4 2025
8,626,4518.6m shares reported held*
$1.1bnreported value*
23 new 56 added 72 reduced 9 sold out net bought ≈ $133.2m (+1.1m 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $126.01. Options: 1 managers hold calls ($289.6k notional), 0 hold puts (—).

Trends to Q1 2026

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: 208Q1 26: 222222Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026222

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 47 bought or addedQ2 24: 55 cut or sold outQ3 24: 46 bought or addedQ3 24: 67 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 74 cut or sold outQ1 25: 50 bought or addedQ1 25: 55 cut or sold outQ1 25Q2 25: 76 bought or addedQ2 25: 50 cut or sold outQ3 25: 59 bought or addedQ3 25: 80 cut or sold outQ3 25Q4 25: 76 bought or addedQ4 25: 73 cut or sold outQ1 26: 79 bought or addedQ1 26: 81 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244755
Q3 20244667
Q4 20244374
Q1 20255055
Q2 20257650
Q3 20255980
Q4 20257673
Q1 20267981

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 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 0.00Q1 26 calls: $289.6kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$739.1k$00.00
Q4 2025$1.2m$00.00
Q1 2026$289.6k$00.00

Biggest buyers

LPL Financial LLC Added +249,836+249.8k
RAYMOND JAMES FINANCIAL INC Added +182,531+182.5k
WIN ADVISORS, INC New +126,940+126.9k
Stratos Wealth Partners, LTD. Added +83,583+83.6k
Ethos Financial Group, LLC New +56,291+56.3k
AssuredPartners Investment Advisors, LLC New +45,520+45.5k
TWO SIGMA INVESTMENTS, LP Added +44,100+44.1k
Equitable Holdings, Inc. Added +41,521+41.5k
AMERIPRISE FINANCIAL INC Added +31,738+31.7k
OSAIC HOLDINGS, INC. Added +31,611+31.6k

Biggest sellers

Mariner, LLC Reduced -26,563-26.6k
UBS Group AG Reduced -25,676-25.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -13,534-13.5k
ROYAL BANK OF CANADA Reduced -11,622-11.6k
Elevation Capital Advisory, LLC Reduced -10,860-10.9k
SILVER OAK SECURITIES, INCORPORATED Sold out -10,361-10.4k
Orion Porfolio Solutions, LLC Reduced -8,185-8.2k
Blue Capital, Inc. Reduced -6,943-6.9k
Hershey Financial Advisers, LLC Reduced -4,539-4.5k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -4,372-4.4k

Biggest calls

CITADEL ADVISORS LLC Reduced $289.6k2.3k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,621,3231.6m $204.2m $204.2m 0.05% Added +249.8k +249,836
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 826,967827.0k $104.1m $104.1m 0.01% Added +4.5k +4,536
3 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 661,451661.5k $83.3m $83.3m 0.03% Added +182.5k +182,531
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 442,993443.0k $55.8m $55.8m 0.00% Added +6.0k +5,962
5 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 289,045289.0k $36.4m $36.4m 0.09% Added +25.6k +25,608
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 241,313241.3k $30.2m $30.2m 0.01% Added +31.7k +31,738
7 ACT WEALTH MANAGEMENT, LLC 8.97% of their portfolio PLANO, TX 212,221212.2k $26.7m $26.7m 8.97% Added +4.1k +4,149
8 Center for Wealth Management Advisory 19.04% of their portfolio MILFORD, OH 209,950209.9k $26.4m $26.4m 19.04% Reduced -587 -587
9 Garden State Investment Advisory Services LLC 5.03% of their portfolio Red Bank, NJ 166,918166.9k $21.0m $21.0m 5.03% Added +1.3k +1,264
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 164,666164.7k $20.7m $20.7m 0.00% Reduced -25.7k -25,676
11 Wharton Business Group, LLC 0.78% of their portfolio MALVERN, PA 163,944163.9k $20.6m $20.6m 0.78% Unchanged
12 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 138,873138.9k $17.5m $17.5m 0.02% Added +25.0k +24,960
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 135,624135.6k $17.1m $17.1m 0.00% Added +10.8k +10,797
14 WIN ADVISORS, INC 7.31% of their portfolio PALM BEACH GARDENS, FL 126,940126.9k $16.0m $16.0m 7.31% New
15 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 116,579116.6k $14.7m $14.7m 0.06% Added +8.9k +8,874
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 115,371115.4k $14.5m $14.5m 0.00% Reduced -11.6k -11,622
17 Stratos Wealth Partners, LTD. 0.16% of their portfolio BEACHWOOD, OH 115,196115.2k $14.5m $14.5m 0.16% Added +83.6k +83,583
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 106,532106.5k $13.4m $13.4m 0.00% Unchanged
19 Cornerstone Wealth Management, LLC 0.66% of their portfolio ST. PETERS, MO 105,264105.3k $13.3m $13.3m 0.66% Added +15.5k +15,502
20 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 101,943101.9k $12.8m $12.8m 0.06% Added +11.6k +11,606
21 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 100,670100.7k $12.7m $12.7m 0.02% Added +8.2k +8,225
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 99,83899.8k $12.6m $12.6m 0.00% Reduced -13.5k -13,534
23 Capital Investment Counsel, LLC 1.57% of their portfolio DENVER, CO 90,88190.9k $11.4m $11.4m 1.57% Reduced -1.4k -1,389
24 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 90,43090.4k $11.4m $11.4m 0.02% Added +31.6k +31,611
25 Regal Investment Advisors LLC 0.63% of their portfolio KENTWOOD, MI 86,80786.8k $10.9m $10.9m 0.63% Reduced -866 -866
26 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 86,68886.7k $10.9m $10.9m 0.02% Reduced -1.4k -1,448
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 74,92374.9k $9.2m $9.2m 0.00% Added +8.5k +8,492
28 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 70,61970.6k $9.0m $9.0m 0.06% Added +41.5k +41,521
29 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 69,65469.7k $8.8m $8.8m 0.02% Reduced -910 -910
30 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 69,20069.2k $8.7m $8.7m 0.01% Added +44.1k +44,100
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 66,50166.5k $8.4m $8.4m 0.01% Added +12.5k +12,478
32 CWM, LLC 0.02% of their portfolio OMAHA, NE 62,71262.7k $7.9m $7.9m 0.02% Reduced -874 -874
33 Ethos Financial Group, LLC 0.52% of their portfolio KING OF PRUSSIA, PA 56,29156.3k $7.1m $7.1m 0.52% New
34 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 53,10053.1k $6.7m $6.7m 0.02% Added +6.0k +5,981
35 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 47,81747.8k $6.0m $6.0m 0.01% Reduced -233 -233
36 Dynamic Advisor Solutions LLC 0.19% of their portfolio PHOENIX, AZ 46,68546.7k $5.9m $5.9m 0.19% Reduced -1.2k -1,165
37 Mill Creek Capital Advisors, LLC 0.12% of their portfolio Conshohocken, PA 45,92045.9k $5.8m $5.8m 0.12% Unchanged
38 Meridian Wealth Management, LLC 0.20% of their portfolio LEXINGTON, KY 45,61045.6k $5.7m $5.7m 0.20% Reduced -1.2k -1,199
39 AssuredPartners Investment Advisors, LLC 0.64% of their portfolio Tampa, FL 45,52045.5k $5.9m $5.9m 0.64% New
40 Forge Financial Services LLC 0.50% of their portfolio EDMOND, OK 39,42439.4k $5.0m $5.0m 0.50% Reduced -95 -95
41 OneAscent Financial Services LLC 0.25% of their portfolio BIRMINGHAM, AL 36,44936.4k $4.6m $4.6m 0.25% Reduced -440 -440
42 JPL Wealth Management, LLC 1.02% of their portfolio GREENWOOD VILLAGE, CO 35,35635.4k $4.5m $4.5m 1.02% Reduced -676 -676
43 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 35,13935.1k $5.1m $5.1m 0.11% Reduced -674 -674
44 Firestone Capital Management 0.89% of their portfolio SOUTH MIAMI, FL 33,93733.9k $4.3m $4.3m 0.89% Reduced -2 -2
45 Spire Wealth Management 0.14% of their portfolio MCLEAN, VA 33,32733.3k $4.2m $4.2m 0.14% Added +959 +959
46 Institute for Wealth Management, LLC. 0.40% of their portfolio DENVER, CO 29,83029.8k $3.8m $3.8m 0.40% Reduced -323 -323
47 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 29,10129.1k $3.7m $3.7m 0.04% Added +25.6k +25,589
48 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 27,16027.2k $3.4m $3.4m 0.02% Reduced -4.4k -4,372
49 FMR LLC 0.00% of their portfolio BOSTON, MA 24,21524.2k $3.0m $3.0m 0.00% Added +577 +577
50 Ullmann Wealth Partners Group, LLC 0.29% of their portfolio JACKSONVILLE BEACH, FL 22,02222.0k $2.8m $2.8m 0.29% Unchanged
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,99822.0k $2.8m $2.8m 0.00% Reduced -26.6k -26,563
52 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 21,97022.0k $2.8m $2.8m 0.02% Added +4.6k +4,638
53 FIRETHORN WEALTH PARTNERS, LLC 0.94% of their portfolio AUGUSTA, GA 20,38420.4k $2.6m $2.6m 0.94% Added +6.2k +6,235
54 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 20,08620.1k $2.5m $2.5m 0.02% Reduced -995 -995
55 RiverTree Advisors, LLC 1.41% of their portfolio WINTER PARK, FL 17,71017.7k $2.2m $2.2m 1.41% Added +5.9k +5,851
56 BALANCED WEALTH GROUP LLC 0.78% of their portfolio WESTLAKE, OH 17,36317.4k $2.2m $2.2m 0.78% Reduced -79 -79
57 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 17,20417.2k $2.2m $2.2m 0.02% Added +6.2k +6,213
58 Peck Wealth Management, LLC 2.14% of their portfolio WHITE PLAINS, NY 16,91916.9k $2.1m $2.1m 2.14% Reduced -424 -424
59 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 16,79716.8k $2.1m $2.1m 0.04% Reduced -257 -257
60 Keating Financial Advisory Services, Inc. 0.33% of their portfolio MANHATTAN, KS 16,41416.4k $2.1m $2.1m 0.33% Added +8.0k +7,956
61 New England Private Wealth Advisors LLC 0.23% of their portfolio WELLESLEY, MA 15,84415.8k $2.0m $2.0m 0.23% Unchanged
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 15,47815.5k $1.9m $1.9m 0.00% Added +15.0k +14,978
63 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 15,31215.3k $1.9m $1.9m 0.01% Added +931 +931
64 TITLEIST ASSET MANAGEMENT, LLC 0.14% of their portfolio SAN ANTONIO, TX 14,93114.9k $1.9m $1.9m 0.14% New
65 Empirical Asset Management, LLC 0.49% of their portfolio WELLESLEY, MA 14,78214.8k $1.9m $1.9m 0.49% Reduced -781 -781
66 Prism Advisors, Inc. 0.48% of their portfolio STUDIO CITY, CA 14,30914.3k $1.8m $1.8m 0.48% Reduced -472 -472
67 Blue Capital, Inc. 1.13% of their portfolio OMAHA, NE 13,76113.8k $1.7m $1.7m 1.13% Reduced -6.9k -6,943
68 TOBIAS FINANCIAL ADVISORS, INC. 0.24% of their portfolio Plantation, FL 13,46713.5k $1.7m $1.7m 0.24% Reduced -2.8k -2,750
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,11213.1k $1.7m $1.7m 0.00% Added +6.9k +6,920
70 Investors Research Corp 0.31% of their portfolio ATLANTA, GA 13,00313.0k $1.6m $1.6m 0.31% Added +581 +581
71 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 12,66712.7k $1.6m $1.6m 0.03% New
72 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 12,39512.4k $1.6m $1.6m 0.03% Reduced -245 -245
73 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 12,33012.3k $1.6m $1.6m 0.03% Unchanged
74 Wealthspire Retirement, LLC 0.09% of their portfolio ALISO VIEJO, CA 12,26712.3k $1.5m $1.5m 0.09% Unchanged
75 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 12,08112.1k $1.5m $1.5m 0.09% Unchanged
76 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 11,33911.3k $1.4m $1.4m 0.02% Added +8.9k +8,912
77 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 11,30411.3k $1.4m $1.4m 0.05% Reduced -133 -133
78 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 11,24011.2k $1.4m $1.4m 0.03% Reduced -484 -484
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,18811.2k $1.4m $1.4m 0.00% Reduced -97 -97
80 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 11,08311.1k $1.5m $1.5m 0.09% Added +4.0k +3,969
81 Fiscal Wisdom Wealth Management, LLC 1.32% of their portfolio Canton, CT 10,91110.9k $1.4m $1.4m 1.32% Reduced -75 -75
82 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,70110.7k $1.3m $1.3m 0.00% Added +2.5k +2,499
83 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 9,9309.9k $1.3m $1.3m 0.00% Reduced -104 -104
84 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 9,8069.8k $1.2m $1.2m 0.02% New
85 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 9,6839.7k $1.2m $1.2m 0.01% Reduced -327 -327
86 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 9,4089.4k $1.2m $1.2m 0.08% Added +44 +44
87 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 8,9849.0k $1.1m $1.1m 0.01% Reduced -2.0k -2,025
88 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,8548.9k $1.1m $1.1m 0.01% Added +166 +166
89 Elevation Capital Advisory, LLC 0.47% of their portfolio BEND, OR 8,8478.8k $1.1m $1.1m 0.47% Reduced -10.9k -10,860
90 Cambria Investment Management, L.P. 0.06% of their portfolio Manhattan Beach, CA 8,4098.4k $1.1m $1.1m 0.06% Reduced -624 -624
91 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 8,2608.3k $1.0m $1.0m 0.02% Reduced -19 -19
92 Secure Asset Management, LLC 0.16% of their portfolio Troy, MI 8,2238.2k $1.0m $1.0m 0.16% Added +2.2k +2,219
93 Envision Financial Transparency, LLC 0.94% of their portfolio GREENSBORO, NC 7,6647.7k $965.0k $965.0k 0.94% First filing
94 Post Resch Tallon Group Inc. 0.76% of their portfolio PITTSFORD, NY 7,3557.4k $939.7k $939.7k 0.76% New
95 Gateway Wealth Partners, LLC 0.04% of their portfolio APPLETON, WI 7,3427.3k $924.6k $924.6k 0.04% Added +3.6k +3,641
96 STEINBERGANNA WEALTH MANAGEMENT 0.43% of their portfolio HUNTINGTON, NY 7,1737.2k $903.3k $903.3k 0.43% Unchanged
97 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 7,0147.0k $883.3k $883.3k 0.01% Reduced -181 -181
98 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 6,9767.0k $878.5k $878.5k 0.01% Added +560 +560
99 Maia Wealth LLC 0.15% of their portfolio DENVER, CO 6,9426.9k $874.2k $874.2k 0.15% Added +872 +872
100 Claris Financial LLC 0.47% of their portfolio GLEN ALLEN, VA 6,8266.8k $859.6k $859.6k 0.47% Added +874 +874