DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PWB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
246
Reporting holders
$1.7B
Reported value
0.1%
Calls
0.0%
Puts
+22
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $102.8M | 610,210 | 0.12% | 31q | +111.1%+$54.1M |
| 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 | +38.4%+$15.6M |
| 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 | +5.5%+$1.3M |
| 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 |
| Forge Financial Services LLC | $6.6M | 38,987 | 0.57% | 7q | -1.1%-$73.6K |
| 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 |
| Janney Montgomery Scott LLC | $4.1M | 24,545 | 0.01% | 12q | +129.4%+$2.3M |
| FOUNDERS FINANCIAL SECURITIES LLC | $4.0M | 23,887 | 0.21% | 5q | +115.5%+$2.2M |
| Integrated Wealth Concepts LLC | $3.9M | 22,903 | 0.03% | 13q | +4.2%+$157.2K |
| 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 |
| Merit Financial Group, LLC | $3.3M | 19,478 | 0.02% | 13q | -3.0%-$102.4K |
| 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 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $3.0M | 18,074 | 0.15% | 28q | +49.6%+$1.0M |
| 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 | +155.4%+$1.7M |
| 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 CALL+PUT | 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 |
| HRT FINANCIAL LP | $1.5M | 8,752 | 0.00% | new | NEW |
| 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 |
Showing the largest 100 of 246 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 79 | $201.1M | 1,242,376 | 8 | 17 | 21 | 0.0% |
| Q2 2026 | 246 | $1.7B | 10,258,964 | 39 | 65 | 56 | 0.1% |
| Q1 2026 | 224 | $1.1B | 8,637,132 | 24 | 55 | 63 | 0.0% |
| Q4 2025 | 211 | $966.2M | 7,588,879 | 22 | 51 | 53 | 0.1% |
| Q3 2025 | 198 | $884.6M | 7,050,426 | 21 | 36 | 59 | 0.1% |
| Q2 2025 | 186 | $810.0M | 6,902,595 | 26 | 46 | 37 | 0.0% |
| Q1 2025 | 166 | $565.9M | 5,887,690 | 7 | 36 | 41 | 0.0% |
| Q4 2024 | 172 | $586.9M | 5,764,566 | 12 | 26 | 58 | 0.0% |
| Q3 2024 | 165 | $552.6M | 5,600,118 | 18 | 26 | 48 | 0.0% |
| Q2 2024 | 158 | $525.1M | 5,556,127 | 13 | 30 | 42 | 0.0% |
| Q1 2024 | 154 | $596.5M | 6,684,594 | 32 | 37 | 30 | 0.0% |
| Q4 2023 | 133 | $455.4M | 5,860,666 | 15 | 29 | 36 | 0.0% |
| Q3 2023 | 120 | $353.9M | 5,252,204 | 7 | 28 | 32 | 0.0% |
| Q2 2023 | 127 | $354.8M | 5,024,782 | 9 | 21 | 36 | 0.0% |
| Q1 2023 | 127 | $326.0M | 5,016,321 | 12 | 26 | 42 | 0.0% |
| Q4 2022 | 119 | $298.7M | 4,999,289 | 13 | 26 | 31 | 0.0% |
| Q3 2022 | 111 | $1.8B | 32,422,775 | 6 | 23 | 32 | 0.0% |
| Q2 2022 | 115 | $2.0B | 33,508,612 | 5 | 28 | 42 | 0.0% |
| Q1 2022 | 123 | $3.0B | 41,907,817 | 10 | 30 | 34 | 0.0% |
| Q4 2021 | 130 | $1.3B | 15,738,208 | 8 | 28 | 44 | 0.0% |
| Q3 2021 | 123 | $1.2B | 15,614,176 | 8 | 27 | 28 | 0.0% |
| Q2 2021 | 127 | $566.8M | 7,611,869 | 12 | 21 | 36 | 0.0% |
| Q1 2021 | 119 | $640.5M | 9,388,892 | 12 | 22 | 42 | 0.0% |
| Q4 2020 | 111 | $1.3B | 19,203,533 | 6 | 24 | 42 | 0.0% |
| Q3 2020 | 107 | $1.2B | 19,824,730 | 10 | 16 | 40 | 0.0% |
| Q2 2020 | 102 | $1.1B | 19,943,001 | 9 | 24 | 35 | 0.0% |
| Q1 2020 | 99 | $845.7M | 19,254,182 | 11 | 22 | 43 | 0.0% |
| Q4 2019 | 106 | $992.9M | 19,273,808 | 9 | 27 | 35 | 0.0% |
| Q3 2019 | 105 | $1.0B | 20,842,015 | 7 | 30 | 32 | 0.0% |
| Q2 2019 | 109 | $1.1B | 22,075,170 | 10 | 32 | 30 | 0.0% |
| Q1 2019 | 107 | $1.0B | 21,932,064 | 17 | 32 | 25 | 0.0% |
| Q4 2018 | 97 | $321.1M | 7,670,754 | 2 | 1 | 2 | 0.0% |