224 tracked 13F filers disclose a position in PWB as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $204.2M | 1.6M | ▲+18% Added · +250K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $104.1M | 827K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $83.3M | 661K | ▲+38% Added · +183K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $55.8M | 443K | ▲+1.4% Added · +6K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $30.2M | 241K | ▲+15% Added · +32K sh | Q1 2026 | |
| 6 | ACT WEALTH MANAGEMENT, LLC | $36.3M | 215K | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 7 | Center for Wealth Management Advisory | $34.4M | 204K | ▼−2.6% Reduced · −5K sh | Q2 2026 | |
| 8 | Garden State Investment Advisory Services LLC | $29.1M | 173K | ▲+3.6% Added · +6K sh | Q2 2026 | |
| 9 | UBS Group AG | $20.7M | 165K | ▼−13% Reduced · −26K sh | Q1 2026 | |
| 10 | Wharton Business Group, LLC | $27.1M | 161K | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 139K | ▲+22% Added · +25K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $17.1M | 136K | ▲+8.6% Added · +11K sh | Q1 2026 | |
| 13 | Cornerstone Wealth Management, LLC | $20.9M | 124K | ▲+18% Added · +19K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | $20.8M | 124K | ▲+21% Added · +22K sh | Q2 2026 | |
| 15 | WIN ADVISORS, INC | $20.3M | 120K | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $14.5M | 115K | ▼−9.2% Reduced · −12K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $19.4M | 115K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 18 | Equitable Holdings, Inc. | $19.4M | 115K | ▲+63% Added · +45K sh | Q2 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $19.4M | 115K | ▼−0.3% Reduced · −331 sh | Q2 2026 | |
| 20 | Anderson Financial Strategies, LLC | $17.4M | 111K | ▲New +111K sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $13.4M | 107K | —Held | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $12.7M | 101K | ▲+8.9% Added · +8K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 100K | ▼−12% Reduced · −14K sh | Q1 2026 | |
| 24 | Capital Investment Counsel, LLC | $15.3M | 91K | ▼−0.1% Reduced · −55 sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $11.4M | 90K | ▲+54% Added · +32K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PWB and 16 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 106 funds | $50.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 106 funds | $5.6B |
| APPLE INCAAPL | 105 funds | $43.1B |
| VANGUARD S&P 500 ETFVOO | 105 funds | $8.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 105 funds | $5.1B |
| AMAZON.COM INCAMZN | 104 funds | $23.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 103 funds | $8.0B |
| MICROSOFT CORPMSFT | 102 funds | $32.0B |
| BROADCOM INCAVGO | 102 funds | $17.7B |
| ALPHABET INC-CL AGOOGL | 101 funds | $20.2B |
| ALPHABET INC-CL CGOOG | 101 funds | $13.3B |
| JOHNSON & JOHNSONJNJ | 101 funds | $6.9B |
Ranked by how many of PWB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PWB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PWB/capital-change-brief"
Use Arkolith's capital_change_brief for PWB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PWB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.