INVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTH · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.07% | 0.05% | #85 | $323.0M | 1.9M | $204.2M | 1.6M | +296,276+18.27% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #162 | $154.2M | 915,160 | $104.1M | 829,701 | +85,459+10.30% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.03% | #109 | $123.1M | 730,757 | $83.3M | 661,451 | +69,306+10.48% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | <0.01% | #168 | $97.8M | 580,687 | $55.8M | 442,993 | +137,694+31.08% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #152 | $56.2M | 334,047 | $30.2M | 241,313 | +92,734+38.43% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.12% | 0.09% | #68 | $51.4M | 305,105 | $36.4M | 289,045 | +16,060+5.56% | Add | |
| OSAIC HOLDINGS, INC. | 0.05% | 0.02% | #95 | $39.0M | 231,529 | $11.4M | 90,430 | +141,099+156.03% | Add | |
| ACT WEALTH MANAGEMENT, LLC | 10.65% | 8.97% | #2 | $36.3M | 215,222 | $26.7M | 212,221 | +3,001+1.41% | Add | |
| Center for Wealth Management Advisory | 21.62% | 19.04% | #1 | $34.4M | 204,459 | $26.4M | 209,950 | -5,491-2.62% | Reduce | |
| Garden State Investment Advisory Services LLC | 5.27% | 4.62% | #5 | $29.1M | 172,951 | $21.0M | 166,918 | +6,033+3.61% | Add | |
| UBS Group AG | <0.01% | <0.01% | #186 | $27.9M | 165,763 | $20.7M | 164,666 | +1,097+0.67% | Add | |
| Wharton Business Group, LLC | 0.91% | 0.78% | #22 | $27.1M | 160,799 | $20.6M | 163,944 | -3,145-1.92% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #184 | $24.1M | 143,104 | $17.1M | 135,624 | +7,480+5.52% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.02% | #115 | $23.6M | 140,053 | $17.5M | 138,873 | +1,180+0.85% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #204 | $23.2M | 137,847 | $13.4M | 106,532 | +31,315+29.39% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #188 | $22.8M | 135,429 | $14.5M | 115,371 | +20,058+17.39% | Add | |
| Cornerstone Wealth Management, LLC | 0.9% | 0.66% | #23 | $20.9M | 124,307 | $13.3M | 105,264 | +19,043+18.09% | Add | |
| Private Advisor Group, LLC | 0.1% | 0.06% | #78 | $20.8M | 123,695 | $12.8M | 101,943 | +21,752+21.34% | Add | |
| WIN ADVISORS, INC | 7.23% | 7.31% | #4 | $20.3M | 120,372 | $16.0M | 126,940 | -6,568-5.17% | Reduce | |
| Kestra Advisory Services, LLC | 0.06% | 0.06% | #90 | $19.4M | 115,202 | $14.7M | 116,579 | -1,377-1.18% | Reduce | |
| Equitable Holdings, Inc. | 0.12% | 0.06% | #69 | $19.4M | 115,120 | $9.0M | 70,619 | +44,501+63.02% | Add | |
| Stratos Wealth Partners, LTD. | 0.19% | 0.16% | #55 | $19.4M | 114,865 | $14.5M | 115,196 | -331-0.29% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #179 | $18.8M | 111,487 | $12.6M | 99,838 | +11,649+11.67% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | <0.01% | #166 | $17.6M | 110,338 | $9.2M | 74,923 | +35,415+47.27% | Add | |
| Anderson Financial Strategies, LLC | 9.02% | — | #3 | $17.4M | 111,298 | $0 | 0 | +111,298 | New Buy | |
| TRUIST FINANCIAL CORP | 0.02% | 0.02% | #131 | $16.4M | 97,528 | $12.7M | 100,670 | -3,142-3.12% | Reduce | |
| TWO SIGMA INVESTMENTS, LP | 0.01% | 0.01% | #153 | $15.3M | 91,100 | $8.7M | 69,200 | +21,900+31.65% | Add | |
| Capital Investment Counsel, LLC | 1.89% | 1.57% | #10 | $15.3M | 90,826 | $11.4M | 90,881 | -55-0.06% | Reduce | |
| Regal Investment Advisors LLC | 0.76% | 0.63% | #24 | $14.7M | 87,023 | $10.9M | 86,807 | +216+0.25% | Add | |
| Baird Financial Group, Inc. | 0.02% | 0.02% | #135 | $13.4M | 79,580 | $10.9M | 86,688 | -7,108-8.20% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.01% | #150 | $13.1M | 78,013 | $8.4M | 66,501 | +11,512+17.31% | Add | |
| MML INVESTORS SERVICES, LLC | 0.03% | 0.02% | #120 | $12.7M | 75,094 | $6.7M | 53,100 | +21,994+41.42% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.02% | 0.02% | #137 | $11.5M | 68,254 | $8.8M | 69,654 | -1,400-2.01% | Reduce | |
| StoneCrest Wealth Management, Inc. | 2.9% | — | #7 | $9.1M | 53,941 | $0 | 0 | +53,941 | New Buy | |
| Prostatis Group LLC | 2.1% | — | #9 | $9.0M | 53,570 | $0 | 0 | +53,570 | New Buy | |
| Welch Financial Planning, LLC | 5.24% | — | #6 | $9.0M | 53,401 | $0 | 0 | +53,401 | New Buy | |
| Rockefeller Capital Management L.P. | 0.01% | 0.01% | #148 | $8.3M | 49,443 | $6.0M | 47,817 | +1,626+3.40% | Add | |
| Pathstone Holdings, LLC | 0.02% | — | #126 | $7.7M | 45,920 | $0 | 0 | +45,920 | New Buy | |
| Dynamic Advisor Solutions LLC | 0.22% | 0.19% | #50 | $7.6M | 45,194 | $5.9M | 46,685 | -1,491-3.19% | Reduce | |
| Meridian Wealth Management, LLC | 0.23% | 0.2% | #49 | $7.6M | 44,884 | $5.7M | 45,610 | -726-1.59% | Reduce | |
| AssuredPartners Investment Advisors, LLC | 0.69% | 0.64% | #25 | $7.2M | 42,634 | $5.9M | 45,520 | -2,886-6.34% | Reduce | |
| Integrated Wealth Concepts LLC | 0.03% | 0.02% | #108 | $7.0M | 41,374 | $2.8M | 21,970 | +19,404+88.32% | Add | |
| Forge Financial Services LLC | 0.57% | 0.5% | #29 | $6.6M | 38,987 | $5.0M | 39,424 | -437-1.11% | Reduce | |
| JPL Wealth Management, LLC | 1.16% | 1.02% | #17 | $5.9M | 34,763 | $4.5M | 35,356 | -593-1.68% | Reduce | |
| Spire Wealth Management | 0.18% | 0.14% | #59 | $5.8M | 34,644 | $4.2M | 33,327 | +1,317+3.95% | Add | |
| Firestone Capital Management | 1.05% | 0.89% | #19 | $5.6M | 33,487 | $4.3M | 33,937 | -450-1.33% | Reduce | |
| Chicago Partners Investment Group LLC | 0.11% | 0.11% | #72 | $5.4M | 34,149 | $5.1M | 35,139 | -990-2.82% | Reduce | |
| FIRETHORN WEALTH PARTNERS, LLC | 1.57% | 0.94% | #13 | $4.9M | 28,889 | $2.6M | 20,384 | +8,505+41.72% | Add | |
| Institute for Wealth Management, LLC. | 0.41% | 0.4% | #35 | $4.7M | 27,904 | $3.8M | 29,830 | -1,926-6.46% | Reduce | |
| Keating Financial Advisory Services, Inc. | 0.62% | 0.33% | #26 | $4.7M | 27,753 | $2.1M | 16,414 | +11,339+69.08% | Add |