PWB Institutional Ownership
Invesco Large Cap Growth ETF
1W: +1.5%
1M: +8.4%
3M: +2.9%
YTD: +28.8%
1Y: +32.0%
3Y: +146.3%
5Y: +114.6%
$165.88
+1.95 (+1.19%)
Weekly Expected Move ±2.9%
$156
$161
$166
$171
$176
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PWB
262
Institutional Holders
+28 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
41
New Positions
67
Increased
77
Reduced
15
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (269 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,917,599 | $318M | +296,276 | +18.3% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 915,160 | $152M | +88,193 | +10.7% | 33Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 730,757 | $121M | +69,306 | +10.5% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 580,687 | $96M | +137,694 | +31.1% | 15Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 334,047 | $55M | +92,734 | +38.4% | 16Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 305,105 | $51M | +16,060 | +5.6% | 33Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 231,529 | $38M | +141,099 | +156.0% | 26Q | SEC ↗ |
| 8 | ACT WEALTH MANAGEMENT, LLC | 215,222 | $36M | +3,001 | +1.4% | 4Q | SEC ↗ |
| 9 | Center for Wealth Management Advisory | 204,459 | $34M | -5,491 | -2.6% | 3Q | SEC ↗ |
| 10 | Garden State Investment Advisory Servi | 172,951 | $29M | +6,033 | +3.6% | 6Q | SEC ↗ |
| 11 | UBS Group AG | 165,763 | $27M | +1,097 | +0.7% | 9Q | SEC ↗ |
| 12 | Wharton Business Group, LLC | 160,799 | $27M | -3,145 | -1.9% | 33Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 143,104 | $24M | +7,480 | +5.5% | 33Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 140,053 | $23M | +1,180 | +0.8% | 33Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 137,847 | $23M | +31,315 | +29.4% | 15Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 135,429 | $22M | +20,058 | +17.4% | 33Q | SEC ↗ |
| 17 | Cornerstone Wealth Management, LLC | 124,307 | $21M | +19,043 | +18.1% | 14Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 123,695 | $21M | +21,752 | +21.3% | 30Q | SEC ↗ |
| 19 | WIN ADVISORS, INC | 120,372 | $20M | -6,568 | -5.2% | 2Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 115,202 | $19M | -1,377 | -1.2% | 24Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 115,120 | $19M | +44,501 | +63.0% | 27Q | SEC ↗ |
| 22 | Stratos Wealth Partners, LTD. | 114,865 | $19M | -331 | -0.3% | 29Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 111,487 | $18M | +11,649 | +11.7% | 33Q | SEC ↗ |
| 24 | Anderson Financial Strategies, LLC NEW | 111,298 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 110,338 | $18M | +35,415 | +47.3% | 8Q | SEC ↗ |
| 26 | TRUIST FINANCIAL CORP | 97,528 | $16M | -3,142 | -3.1% | 27Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP | 91,100 | $15M | +21,900 | +31.6% | 5Q | SEC ↗ |
| 28 | Capital Investment Counsel, LLC | 90,826 | $15M | -55 | -0.1% | 11Q | SEC ↗ |
| 29 | Regal Investment Advisors LLC | 87,023 | $14M | +216 | +0.2% | 10Q | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 79,580 | $13M | -7,108 | -8.2% | 33Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 78,013 | $13M | +11,512 | +17.3% | 10Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 75,094 | $12M | +21,994 | +41.4% | 15Q | SEC ↗ |
| 33 | CAPTRUST FINANCIAL ADVISORS | 68,254 | $11M | -1,400 | -2.0% | 14Q | SEC ↗ |
| 34 | CWM, LLC | 62,712 | $10M | -874 | -1.4% | 18Q | SEC ↗ |
| 35 | StoneCrest Wealth Management, Inc. NEW | 53,941 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Prostatis Group LLC NEW | 53,570 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Welch Financial Planning, LLC NEW | 53,401 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 49,443 | $8M | +1,626 | +3.4% | 26Q | SEC ↗ |
| 39 | Pathstone Holdings, LLC NEW | 45,920 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Mill Creek Capital Advisors, LLC | 45,920 | $8M | — | +0.0% | 14Q | SEC ↗ |
| 41 | Dynamic Advisor Solutions LLC | 45,194 | $7M | -1,491 | -3.2% | 14Q | SEC ↗ |
| 42 | Meridian Wealth Management, LLC | 44,884 | $7M | -726 | -1.6% | 9Q | SEC ↗ |
| 43 | AssuredPartners Investment Advisors, L | 42,634 | $7M | -2,886 | -6.3% | 2Q | SEC ↗ |
| 44 | Forge Financial Services LLC | 38,987 | $6M | -437 | -1.1% | 7Q | SEC ↗ |
| 45 | JPL Wealth Management, LLC | 34,763 | $6M | -593 | -1.7% | 7Q | SEC ↗ |
| 46 | Spire Wealth Management | 34,644 | $6M | +1,317 | +4.0% | 22Q | SEC ↗ |
| 47 | Chicago Partners Investment Group LLC | 34,149 | $6M | -990 | -2.8% | 30Q | SEC ↗ |
| 48 | Firestone Capital Management | 33,487 | $6M | -450 | -1.3% | 5Q | SEC ↗ |
| 49 | FIRETHORN WEALTH PARTNERS, LLC | 28,889 | $5M | +8,505 | +41.7% | 3Q | SEC ↗ |
| 50 | Institute for Wealth Management, LLC. | 27,904 | $5M | -1,926 | -6.5% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Anderson Financial Strategies, LLC | 111,298 | $18M |
| StoneCrest Wealth Management, Inc. | 53,941 | $9M |
| Prostatis Group LLC | 53,570 | $9M |
| Welch Financial Planning, LLC | 53,401 | $9M |
| Pathstone Holdings, LLC | 45,920 | $8M |
| CROBAN | 25,037 | $4M |
| Rollins Financial Advisors, LLC | 20,138 | $3M |
| Bleakley Financial Group, LLC | 18,089 | $3M |
| IFP Advisors, Inc | 10,387 | $2M |
| HRT FINANCIAL LP | 8,752 | $1M |
| Global Retirement Partners, LLC | 7,608 | $1M |
| Ameritas Advisory Services, LLC | 4,959 | $823K |
| Bawa N Mallick Trust | 4,709 | $781K |
| Invesco Ltd. | 4,302 | $714K |
| J. M. Brown & Associates Inc. | 4,244 | $704K |
| Regatta Research & Money Management | 3,623 | $601K |
| Integrated Advisors Network LLC | 3,609 | $599K |
| Urban Wealth Management, LLC | 2,922 | $485K |
| Allspring Global Investments Holdin | 2,200 | $365K |
| MONEY CONCEPTS CAPITAL CORP | 2,001 | $332K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ethos Financial Group, LLC | 56,291 | $9M |
| Blue Capital, Inc. | 13,761 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 10,361 | $2M |
| Envision Financial Transparency, LL | 7,664 | $1M |
| Evolution Wealth Advisors, LLC | 5,000 | $829K |
| C2P Capital Advisory Group, LLC d.b | 4,743 | $787K |
| Tower Research Capital LLC (TRC) | 3,383 | $561K |
| CARDIFF PARK ADVISORS, LLC | 3,300 | $547K |
| Orion Porfolio Solutions, LLC | 2,272 | $377K |
| MAI Capital Management | 1,929 | $320K |
| National Wealth Management Group, L | 1,876 | $311K |
| Milestones Private Investment Advis | 1,766 | $293K |
| Corient Private Wealth LLC | 1,595 | $265K |
| Garton & Associates Financial Advis | 1,410 | $234K |
| Advisory Services Network, LLC | 1,100 | $182K |
| Allworth Financial LP | 1,050 | $174K |
| CITIGROUP INC | 1,008 | $167K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 63 | $10K |
| AlphaCore Capital LLC | 45 | $7K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 8 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | -31,446 | -86.3% | 5,003 |
| Independent Advisor Alliance | -25,589 | -87.9% | 3,512 |
| Mariner, LLC | -15,386 | -69.9% | 6,612 |
| Baird Financial Group, Inc. | -7,108 | -8.2% | 79,580 |
| WIN ADVISORS, INC | -6,568 | -5.2% | 120,372 |
| Center for Wealth Management Adviso | -5,491 | -2.6% | 204,459 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -4,943 | -37.7% | 8,169 |
| Gateway Wealth Partners, LLC | -3,809 | -51.9% | 3,533 |
| Kingsview Wealth Management, LLC | -3,487 | -30.8% | 7,852 |
| RiverTree Advisors, LLC | -3,332 | -18.8% | 14,378 |
| Wharton Business Group, LLC | -3,145 | -1.9% | 160,799 |
| TRUIST FINANCIAL CORP | -3,142 | -3.1% | 97,528 |
| AssuredPartners Investment Advisors | -2,886 | -6.3% | 42,634 |
| RFG Advisory, LLC | -2,752 | -28.1% | 7,054 |
| FMR LLC | -2,232 | -9.2% | 21,983 |
| Institute for Wealth Management, LL | -1,926 | -6.5% | 27,904 |
| NorthRock Partners, LLC | -1,673 | -49.5% | 1,707 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,653 | -34.7% | 3,115 |
| Steward Partners Investment Advisor | -1,577 | -16.3% | 8,106 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -1,564 | -5.8% | 25,596 |