Vault-13

INVESCO EXCHANGE TRADED FD T PWB

LARGE CAP GROWTH · ETP · CUSIP 46137V746

244 institutional holders +22 vs Q1 2026
10,267,58110.3m shares reported held*
$1.7bnreported value*
38 new 68 added 62 reduced 15 sold out net bought ≈ $293.2m (+1.7m 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $168.08. Options: 1 managers hold calls ($926.5k notional), 1 hold puts ($842.3k).

Trends to Q2 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: 222Q2 26: 244244Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026244

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 79 bought or addedQ1 26: 81 cut or sold outQ2 26: 106 bought or addedQ2 26: 77 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244667
Q4 20244374
Q1 20255055
Q2 20257650
Q3 20255980
Q4 20257673
Q1 20267981
Q2 202610677

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 0.00Q2 26 calls: $926.5kQ2 26 puts: $842.3kQ2 26P/C 0.91
Numbers
QuarterCallsPutsP/C
Q3 2025$739.1k$00.00
Q4 2025$1.2m$00.00
Q1 2026$289.6k$00.00
Q2 2026$926.5k$842.3k0.91

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +321,165+321.2k
LPL Financial LLC Added +296,276+296.3k
OSAIC HOLDINGS, INC. Added +141,099+141.1k
BANK OF AMERICA CORP /DE/ Added +137,694+137.7k
Anderson Financial Strategies, LLC New +111,298+111.3k
AMERIPRISE FINANCIAL INC Added +92,734+92.7k
MORGAN STANLEY Added +88,193+88.2k
RAYMOND JAMES FINANCIAL INC Added +69,306+69.3k
StoneCrest Wealth Management, Inc. New +53,941+53.9k
Prostatis Group LLC New +53,570+53.6k

Biggest sellers

Ethos Financial Group, LLC Sold out -56,291-56.3k
OneAscent Financial Services LLC Reduced -31,446-31.4k
Independent Advisor Alliance Reduced -25,589-25.6k
Mariner, LLC Reduced -15,386-15.4k
Blue Capital, Inc. Sold out -13,761-13.8k
Envision Financial Transparency, LLC Sold out -7,664-7.7k
Baird Financial Group, Inc. Reduced -7,108-7.1k
WIN ADVISORS, INC Reduced -6,568-6.6k
Center for Wealth Management Advisory Reduced -5,491-5.5k
Evolution Wealth Advisors, LLC Sold out -5,000-5.0k

Biggest calls

Belvedere Trading LLC New $926.5k5.5k shares

Biggest puts

Belvedere Trading LLC New $842.3k5.0k shares

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 1,917,5991.9m $323.0m $323.0m 0.07% Added +296.3k +296,276
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 915,160915.2k $154.2m $154.2m 0.01% Added +88.2k +88,193
3 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 730,757730.8k $123.1m $123.1m 0.03% Added +69.3k +69,306
4 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 610,210610.2k $102.8m $102.8m 0.12% Added +321.2k +321,165
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 580,687580.7k $97.8m $97.8m 0.01% Added +137.7k +137,694
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 334,047334.0k $56.2m $56.2m 0.01% Added +92.7k +92,734
7 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 231,529231.5k $39.0m $39.0m 0.05% Added +141.1k +141,099
8 ACT WEALTH MANAGEMENT, LLC 10.65% of their portfolio PLANO, TX 215,222215.2k $36.3m $36.3m 10.65% Added +3.0k +3,001
9 Center for Wealth Management Advisory 21.62% of their portfolio MILFORD, OH 204,459204.5k $34.4m $34.4m 21.62% Reduced -5.5k -5,491
10 Garden State Investment Advisory Services LLC 5.71% of their portfolio Red Bank, NJ 172,951173.0k $29.1m $29.1m 5.71% Added +6.0k +6,033
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 165,763165.8k $27.9m $27.9m 0.00% Added +1.1k +1,097
12 Wharton Business Group, LLC 0.91% of their portfolio MALVERN, PA 160,799160.8k $27.1m $27.1m 0.91% Reduced -3.1k -3,145
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 143,104143.1k $24.1m $24.1m 0.00% Added +7.5k +7,480
14 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 140,053140.1k $23.6m $23.6m 0.03% Added +1.2k +1,180
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 137,847137.8k $23.2m $23.2m 0.00% Added +31.3k +31,315
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 135,429135.4k $22.8m $22.8m 0.00% Added +20.1k +20,058
17 Cornerstone Wealth Management, LLC 0.90% of their portfolio ST. PETERS, MO 124,307124.3k $20.9m $20.9m 0.90% Added +19.0k +19,043
18 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 123,695123.7k $20.8m $20.8m 0.10% Added +21.8k +21,752
19 WIN ADVISORS, INC 7.23% of their portfolio PALM BEACH GARDENS, FL 120,372120.4k $20.3m $20.3m 7.23% Reduced -6.6k -6,568
20 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 115,202115.2k $19.4m $19.4m 0.06% Reduced -1.4k -1,377
21 Equitable Holdings, Inc. 0.12% of their portfolio NEW YORK, NY 115,120115.1k $19.4m $19.4m 0.12% Added +44.5k +44,501
22 Stratos Wealth Partners, LTD. 0.19% of their portfolio BEACHWOOD, OH 114,865114.9k $19.4m $19.4m 0.19% Reduced -331 -331
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,487111.5k $18.8m $18.8m 0.00% Added +11.6k +11,649
24 Anderson Financial Strategies, LLC 9.02% of their portfolio DAYTON, OH 111,298111.3k $17.4m $17.4m 9.02% New
25 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 110,338110.3k $17.6m $17.6m 0.01% Added +35.4k +35,415
26 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 97,52897.5k $16.4m $16.4m 0.02% Reduced -3.1k -3,142
27 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 91,10091.1k $15.3m $15.3m 0.01% Added +21.9k +21,900
28 Capital Investment Counsel, LLC 1.89% of their portfolio DENVER, CO 90,82690.8k $15.3m $15.3m 1.89% Reduced -55 -55
29 Regal Investment Advisors LLC 0.76% of their portfolio KENTWOOD, MI 87,02387.0k $14.7m $14.7m 0.76% Added +216 +216
30 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 79,58079.6k $13.4m $13.4m 0.02% Reduced -7.1k -7,108
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 78,01378.0k $13.1m $13.1m 0.01% Added +11.5k +11,512
32 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 75,09475.1k $12.7m $12.7m 0.03% Added +22.0k +21,994
33 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 68,25468.3k $11.5m $11.5m 0.02% Reduced -1.4k -1,400
34 StoneCrest Wealth Management, Inc. 2.90% of their portfolio CHANDLER, AZ 53,94153.9k $9.1m $9.1m 2.90% New
35 Prostatis Group LLC 2.10% of their portfolio HANOVER, MD 53,57053.6k $9.0m $9.0m 2.10% New
36 Welch Financial Planning, LLC 5.24% of their portfolio BOULDER, CO 53,40153.4k $9.0m $9.0m 5.24% New
37 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 49,44349.4k $8.3m $8.3m 0.01% Added +1.6k +1,626
38 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 45,92045.9k $7.7m $7.7m 0.02% New
39 Dynamic Advisor Solutions LLC 0.22% of their portfolio PHOENIX, AZ 45,19445.2k $7.6m $7.6m 0.22% Reduced -1.5k -1,491
40 Meridian Wealth Management, LLC 0.23% of their portfolio LEXINGTON, KY 44,88444.9k $7.6m $7.6m 0.23% Reduced -726 -726
41 AssuredPartners Investment Advisors, LLC 0.69% of their portfolio Tampa, FL 42,63442.6k $7.2m $7.2m 0.69% Reduced -2.9k -2,886
42 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 41,37441.4k $7.0m $7.0m 0.03% Added +19.4k +19,404
43 Forge Financial Services LLC 0.57% of their portfolio EDMOND, OK 38,98739.0k $6.6m $6.6m 0.57% Reduced -437 -437
44 JPL Wealth Management, LLC 1.16% of their portfolio GREENWOOD VILLAGE, CO 34,76334.8k $5.9m $5.9m 1.16% Reduced -593 -593
45 Spire Wealth Management 0.18% of their portfolio MCLEAN, VA 34,64434.6k $5.8m $5.8m 0.18% Added +1.3k +1,317
46 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 34,14934.1k $5.4m $5.4m 0.11% Reduced -990 -990
47 Firestone Capital Management 1.05% of their portfolio SOUTH MIAMI, FL 33,48733.5k $5.6m $5.6m 1.05% Reduced -450 -450
48 FIRETHORN WEALTH PARTNERS, LLC 1.57% of their portfolio AUGUSTA, GA 28,88928.9k $4.9m $4.9m 1.57% Added +8.5k +8,505
49 Institute for Wealth Management, LLC. 0.42% of their portfolio DENVER, CO 27,90427.9k $4.7m $4.7m 0.42% Reduced -1.9k -1,926
50 Keating Financial Advisory Services, Inc. 0.62% of their portfolio MANHATTAN, KS 27,75327.8k $4.7m $4.7m 0.62% Added +11.3k +11,339
51 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 25,59625.6k $4.3m $4.3m 0.02% Reduced -1.6k -1,564
52 CROBAN 1.86% of their portfolio FREMONT, OH 25,03725.0k $4.2m $4.2m 1.86% New
53 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 24,54524.5k $4.1m $4.1m 0.01% Added +13.8k +13,844
54 FOUNDERS FINANCIAL SECURITIES LLC 0.21% of their portfolio TOWSON, MD 23,88723.9k $4.0m $4.0m 0.21% Added +12.8k +12,804
55 Ullmann Wealth Partners Group, LLC 0.34% of their portfolio JACKSONVILLE BEACH, FL 22,02222.0k $3.7m $3.7m 0.34% Unchanged
56 FMR LLC 0.00% of their portfolio BOSTON, MA 21,98322.0k $3.7m $3.7m 0.00% Reduced -2.2k -2,232
57 Rollins Financial Advisors, LLC 0.45% of their portfolio ATLANTA, GA 20,13820.1k $3.4m $3.4m 0.45% New
58 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 19,47819.5k $3.3m $3.3m 0.02% Reduced -608 -608
59 Peck Wealth Management, LLC 2.57% of their portfolio WHITE PLAINS, NY 18,14218.1k $3.1m $3.1m 2.57% Added +1.2k +1,223
60 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 18,08918.1k $3.0m $3.0m 0.04% New
61 THOROUGHBRED FINANCIAL SERVICES, LLC 0.15% of their portfolio BRENTWOOD, TN 18,07418.1k $3.0m $3.0m 0.15% Added +6.0k +5,993
62 TITLEIST ASSET MANAGEMENT, LLC 0.20% of their portfolio SAN ANTONIO, TX 17,77517.8k $3.0m $3.0m 0.20% Added +2.8k +2,844
63 Elevation Capital Advisory, LLC 1.15% of their portfolio BEND, OR 17,70917.7k $3.0m $3.0m 1.15% Added +8.9k +8,862
64 BALANCED WEALTH GROUP LLC 0.92% of their portfolio WESTLAKE, OH 17,27217.3k $2.9m $2.9m 0.92% Reduced -91 -91
65 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 16,93616.9k $2.9m $2.9m 0.01% Added +10.3k +10,304
66 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 16,93516.9k $2.9m $2.9m 0.02% Reduced -269 -269
67 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 16,79716.8k $2.8m $2.8m 0.05% Unchanged
68 New England Private Wealth Advisors LLC 0.24% of their portfolio WELLESLEY, MA 15,84415.8k $2.4m $2.4m 0.24% Unchanged
69 Empirical Asset Management, LLC 0.58% of their portfolio WELLESLEY, MA 15,28215.3k $2.6m $2.6m 0.58% Added +500 +500
70 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 15,23915.2k $2.6m $2.6m 0.01% Reduced -73 -73
71 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,84914.8k $2.5m $2.5m 0.00% Reduced -629 -629
72 RiverTree Advisors, LLC 1.43% of their portfolio WINTER PARK, FL 14,37814.4k $2.4m $2.4m 1.43% Reduced -3.3k -3,332
73 Prism Advisors, Inc. 0.56% of their portfolio STUDIO CITY, CA 13,76713.8k $2.3m $2.3m 0.56% Reduced -542 -542
74 Post Resch Tallon Group Inc. 1.59% of their portfolio PITTSFORD, NY 13,60913.6k $2.3m $2.3m 1.59% Added +6.3k +6,254
75 TOBIAS FINANCIAL ADVISORS, INC. 0.29% of their portfolio Plantation, FL 13,46513.5k $2.3m $2.3m 0.29% Reduced -2 -2
76 Investors Research Corp 0.39% of their portfolio ATLANTA, GA 13,04813.0k $2.2m $2.2m 0.39% Added +45 +45
77 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 12,66712.7k $1.6m $1.6m 0.03% Unchanged
78 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 12,33012.3k $2.1m $2.1m 0.03% Unchanged
79 Wealthspire Retirement, LLC 0.11% of their portfolio ALISO VIEJO, CA 12,26712.3k $2.1m $2.1m 0.11% Unchanged
80 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 12,11612.1k $2.0m $2.0m 0.02% Reduced -279 -279
81 Focus Financial Network, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 11,50811.5k $1.9m $1.9m 0.06% Added +204 +204
82 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 11,35011.3k $1.9m $1.9m 0.11% Added +1.9k +1,942
83 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,10111.1k $1.9m $1.9m 0.00% Reduced -87 -87
84 Hershey Financial Advisers, LLC 1.34% of their portfolio LANCASTER, PA 11,05511.1k $1.9m $1.9m 1.34% Added +7.3k +7,335
85 Fiscal Wisdom Wealth Management, LLC 1.56% of their portfolio Canton, CT 10,91110.9k $1.8m $1.8m 1.56% Unchanged
86 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 10,61510.6k $1.8m $1.8m 0.04% Reduced -625 -625
87 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 10,38710.4k $1.7m $1.7m 0.03% New
88 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 9,9309.9k $1.7m $1.7m 0.01% Unchanged
89 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,1119.1k $1.5m $1.5m 0.01% Added +257 +257
90 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,7528.8k $1.5m $1.5m 0.00% New
91 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 8,6238.6k $1.5m $1.5m 0.06% Added +4.9k +4,939
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,4988.5k $1.4m $1.4m 0.00% Added +3.2k +3,226
93 Cambria Investment Management, L.P. 0.07% of their portfolio Manhattan Beach, CA 8,3378.3k $1.4m $1.4m 0.07% Reduced -72 -72
94 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 8,3378.3k $1.4m $1.4m 0.01% Reduced -647 -647
95 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 8,1798.2k $1.4m $1.4m 0.02% Reduced -81 -81
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,1698.2k $1.4m $1.4m 0.00% Reduced -4.9k -4,943
97 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 8,1068.1k $1.4m $1.4m 0.01% Reduced -1.6k -1,577
98 Maia Wealth LLC 0.20% of their portfolio DENVER, CO 7,9277.9k $1.3m $1.3m 0.20% Added +985 +985
99 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 7,8527.9k $1.3m $1.3m 0.02% Reduced -3.5k -3,487
100 Secure Asset Management, LLC 0.18% of their portfolio Troy, MI 7,7737.8k $1.3m $1.3m 0.18% Reduced -450 -450