PWB Institutional Ownership & Shareholders
INVESCO LARGE CAP GROWTH ETF (PWB) is currently held by 243 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PWB tracked by InsiderSet, reporting ownership valued at approximately $323.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $283.10M, representing an estimated loss of -12.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PWB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO LARGE CAP GROWTH ETF (PWB).
This page ranks the largest institutional PWB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
243
Total Reported Value
$1.65B
Largest Holder
Lpl Financial Llc
Largest Position
$323.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 1,917,599 | $323,038,791 | $283,095,140 | -$39,943,651 | -12.36% | |
| Morgan Stanley | 0.01% | 915,160 | $154,168,109 | $135,105,071 | -$19,063,038 | -12.37% | |
| Raymond James Financial Inc | 0.03% | 730,757 | $123,103,294 | $107,881,656 | -$15,221,638 | -12.36% | |
| Bank Of America Corp | 0.01% | 580,687 | $97,822,460 | $85,726,822 | -$12,095,638 | -12.36% | |
| Ameriprise Financial Inc | 0.01% | 334,047 | $56,239,415 | $49,315,359 | -$6,924,056 | -12.31% | |
| Osaic Holdings, Inc. | 0.05% | 231,529 | $39,003,378 | $34,180,626 | -$4,822,752 | -12.36% | |
| Adamsbrown Wealth Consultants Llc | 6.23% | 210,728 | $34,169,545 | $31,109,775 | -$3,059,770 | -8.95% | |
| Center For Wealth Management Advisory | 20.86% | 207,500 | $33,646,179 | $30,633,225 | -$3,012,954 | -8.95% | |
| Act Wealth Management, Llc | 9.34% | 195,922 | $31,768,699 | $28,923,965 | -$2,844,734 | -8.95% | |
| Garden State Investment Advisory Services Llc | 5.71% | 172,951 | $29,135,340 | $25,532,756 | -$3,602,584 | -12.36% | |
| Ubs Group Ag | 0.00% | 165,763 | $27,924,435 | $24,471,592 | -$3,452,843 | -12.36% | |
| Wharton Business Group, Llc | 0.91% | 160,799 | $27,088,000 | $23,738,756 | -$3,349,244 | -12.36% | |
| Wells Fargo & Company/Mn | 0.00% | 143,104 | $24,107,370 | $21,126,444 | -$2,980,926 | -12.37% | |
| Goldman Sachs Group Inc | 0.00% | 137,847 | $23,221,706 | $20,350,353 | -$2,871,353 | -12.36% | |
| Kestra Advisory Services, Llc | 0.07% | 142,711 | $23,140,659 | $21,068,425 | -$2,072,234 | -8.95% | |
| Royal Bank Of Canada | 0.00% | 135,429 | $22,815,000 | $19,993,383 | -$2,821,617 | -12.37% | |
| Cornerstone Wealth Management, Llc | 0.90% | 124,307 | $20,940,821 | $18,351,442 | -$2,589,379 | -12.37% | |
| Private Advisor Group, Llc | 0.10% | 123,695 | $20,837,611 | $18,261,093 | -$2,576,518 | -12.36% | |
| Win Advisors, Inc | 7.23% | 120,372 | $20,277,867 | $17,770,518 | -$2,507,349 | -12.36% | |
| Equitable Holdings, Inc. | 0.12% | 115,120 | $19,393,054 | $16,995,166 | -$2,397,888 | -12.36% | |
| Stratos Wealth Partners, Ltd. | 0.19% | 114,865 | $19,350,253 | $16,957,520 | -$2,392,733 | -12.37% | |
| Commonwealth Equity Services, Llc | 0.02% | 118,037 | $19,139,776 | $17,425,802 | -$1,713,974 | -8.96% | |
| Envestnet Asset Management Inc | 0.00% | 111,487 | $18,781,176 | $16,458,826 | -$2,322,350 | -12.37% | |
| Jones Financial Companies Lllp | 0.01% | 110,338 | $17,649,663 | $16,289,199 | -$1,360,464 | -7.71% | |
| Anderson Financial Strategies, Llc | 9.02% | 111,298 | $17,355,810 | $16,430,924 | -$924,886 | -5.33% | |
| Truist Financial Corp | 0.02% | 95,760 | $15,527,528 | $14,137,049 | -$1,390,479 | -8.95% | |
| Two Sigma Investments, Lp | 0.01% | 91,100 | $15,346,706 | $13,449,093 | -$1,897,613 | -12.36% | |
| Regal Investment Advisors Llc | 0.76% | 87,023 | $14,659,860 | $12,847,205 | -$1,812,655 | -12.36% | |
| Capital Investment Counsel, Llc | 1.81% | 89,953 | $14,585,853 | $13,279,761 | -$1,306,092 | -8.95% | |
| Baird Financial Group, Inc. | 0.02% | 79,580 | $13,406,047 | $11,748,395 | -$1,657,652 | -12.36% | |
| Cetera Investment Advisers | 0.01% | 78,013 | $13,141,987 | $11,517,059 | -$1,624,928 | -12.36% | |
| Mml Investors Services, Llc | 0.03% | 75,094 | $12,650,254 | $11,086,127 | -$1,564,127 | -12.36% | |
| Captrust Financial Advisors | 0.02% | 68,254 | $11,498,150 | $10,076,338 | -$1,421,812 | -12.37% | |
| Stonecrest Wealth Management, Inc. | 2.90% | 53,941 | $9,086,901 | $7,963,310 | -$1,123,591 | -12.36% | |
| Prostatis Group Llc | 2.10% | 53,570 | $9,024,402 | $7,908,539 | -$1,115,863 | -12.36% | |
| Welch Financial Planning, Llc | 5.24% | 53,401 | $8,995,932 | $7,883,590 | -$1,112,342 | -12.36% | |
| Rockefeller Capital Management L.P. | 0.01% | 49,443 | $8,329,290 | $7,299,270 | -$1,030,020 | -12.37% | |
| Cwm, Llc | 0.02% | 62,712 | $7,897,323 | $9,258,173 | +$1,360,850 | +17.23% | |
| Meridian Wealth Management, Llc | 0.23% | 44,884 | $7,561,076 | $6,626,225 | -$934,851 | -12.36% | |
| Assuredpartners Investment Advisors, Llc | 0.69% | 42,634 | $7,182,115 | $6,294,057 | -$888,058 | -12.36% | |
| Dynamic Advisor Solutions Llc | 0.20% | 43,441 | $7,043,987 | $6,413,195 | -$630,792 | -8.96% | |
| Forge Financial Services Llc | 0.57% | 38,987 | $6,568,977 | $5,755,651 | -$813,326 | -12.38% | |
| Jpl Wealth Management, Llc | 1.16% | 34,763 | $5,856,154 | $5,132,062 | -$724,092 | -12.36% | |
| Mill Creek Capital Advisors, Llc | 0.12% | 45,920 | $5,782,706 | $6,779,170 | +$996,464 | +17.23% | |
| Spire Wealth Management | 0.18% | 35,409 | $5,741,519 | $5,227,431 | -$514,088 | -8.95% | |
| Firestone Capital Management | 1.05% | 33,487 | $5,641,220 | $4,943,686 | -$697,534 | -12.36% | |
| Institute For Wealth Management, Llc. | 0.42% | 27,904 | $4,700,709 | $4,119,468 | -$581,241 | -12.36% | |
| Keating Financial Advisory Services, Inc. | 0.62% | 27,753 | $4,675,270 | $4,097,175 | -$578,095 | -12.36% | |
| Concurrent Investment Advisors, Llc | 0.03% | 27,936 | $4,529,851 | $4,124,192 | -$405,659 | -8.96% | |
| Chicago Partners Investment Group Llc | 0.08% | 29,499 | $4,378,850 | $4,354,937 | -$23,913 | -0.55% |
Frequently asked questions about PWB
Who are the largest institutional holders of PWB?
The largest institutional holders of PWB reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported PWB position.
What is PWB institutional ownership?
This page tracks PWB positions reported by institutional investment managers through SEC Form 13F. INVESCO LARGE CAP GROWTH ETF (PWB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PWB?
InsiderSet currently tracks 243 institutional managers reporting PWB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PWB shareholders.
How much PWB stock do institutions own?
Institutional investment managers disclosed approximately $1.65B in PWB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PWB institutional ownership last updated?
The latest PWB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PWB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PWB position after the reporting date.
Are institutions buying or selling PWB?
Institutional buying and selling can be analyzed by comparing PWB positions across consecutive 13F reporting periods. InsiderSet's PWB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PWB ownership changes.
How has PWB institutional ownership changed over time?
InsiderSet tracks PWB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.