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Disclosery

PWV INVESCO EXCHANGE TRADED FD T

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LARGE CAP VALUE (fund)

192 managers (195 13F filers) reported a position in PWV shares at 2026-06-30, 14,029,521 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
192
13F filers
195
New
20
Added
60
Reduced
45
Sold out
7
Shares held by filers
14,029,521

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,694,080$280M0.01%+161,68013F-HRTimelineGroup
LPL Financial LLC2,270,178$172M0.04%+230,20213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/827,805$62.7M<0.01%+6,72313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC564,589$42.8M0.01%+24,61013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…492,625$37.3M0.02%-27,15913F-HRTimelineGroup
Arkadios Wealth Advisors461,900$35M0.54%+74,90013F-HRTimeline
UBS Group AGgroup of 2 filers holding450,682$34.1M-18,423Timeline
IAG Wealth Partners, LLC330,061$25M2.48%+7,14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC287,183$21.8M0.03%-50,20713F-HRTimeline
Atlas Private Wealth Advisors246,888$18.7M4.1%+7,34413F-HRTimeline
Waverly Advisors, LLC224,439$17M0.1%+207,92713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.221,590$16.8M0.61%+10,70913F-HRTimelineGroup
SPWM Advisors LLC204,744$16.1M14.89%+28,62713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC196,174$14.9M<0.01%-7,64913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding164,696$12.5M-6,017Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,533$12.4M0.01%+50,17313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.161,665$12.2M0.12%-1,90513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN159,560$12.1M<0.01%-2,59513F-HRTimelineGroup
Wharton Business Group, LLC155,635$11.8M0.39%013F-HRTimeline
Regal Investment Advisors LLC142,748$10.8M0.56%+5,59813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,295$9.72M<0.01%-3,47113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…127,080$9.63M0.01%+1,07013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC103,489$7.84M0.71%-6013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS102,602$7.77M0.01%-1,15313F-HRTimeline
Stonebridge Financial Group, LLC101,373$7.68M0.58%-72913F-HRTimeline
Private Advisor Group, LLC93,337$7.07M0.03%-1,63613F-HRTimeline
Cetera Investment Advisers86,590$6.56M0.01%+1,07613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.84,548$6.41M0.04%-22,52813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…72,693$5.51M0.12%+2,58513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,013$5.23M0.02%new13F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC63,358$4.8M1.7%-4,89513F-HRTimeline
Rose Capital Advisors LLC60,314$4.57M2.45%13F-HRTimeline
AGH Wealth Advisors, LLC54,415$4.12M2.6%+1,94413F-HRTimeline
Horizon Family Wealth, Inc.52,645$3.99M1.82%+28113F-HRTimeline
Cooksen Wealth, LLC51,511$3.9M2.46%013F-HRTimeline
Farther Finance Advisors, LLC49,624$3.76M0.03%-31913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,843$3.75M<0.01%+2,38013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC41,832$3.17M<0.01%+15,67613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,100$2.96M<0.01%new13F-HRTimelineGroup
Firestone Capital Management37,363$2.83M0.53%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,524$2.74M<0.01%+16,91013F-HRTimelineGroup
Parallel Advisors, LLC35,605$2.7M0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,131$2.51M<0.01%+14,19613F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,742$2.41M<0.01%+1313F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,734$2.18M<0.01%-1,50613F-HR/ATimeline
MML INVESTORS SERVICES, LLC28,583$2.17M<0.01%+3,07713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,846$2.11M0.06%-2,90713F-HRTimelineGroup
Prosperity Consulting Group, LLC26,498$2.01M0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,019$1.97M<0.01%+36313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,130$1.83M0.04%+8,88713F-HRTimelineGroup
Evolution Advisers, Inc.23,796$1.8M0.66%013F-HRTimeline
Solutions 4 Wealth, Ltd23,299$1.77M2.28%+4,30913F-HRTimeline
WILLNER & HELLER, LLC22,289$1.69M1.06%+12013F-HRTimeline
FMR LLCin group FMR LLC21,631$1.64M<0.01%+1,99713F-HRTimelineGroup
Creative Planningin group Creative Planning18,520$1.4M<0.01%+7,83513F-HRTimelineGroup
Western Wealth Management, LLC18,510$1.4M0.05%+1,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,080$1.37M<0.01%-12413F-HRTimelineGroup
Evercore Wealth Management, LLC17,782$1.35M0.02%013F-HRTimeline
CPC Advisors, LLC16,858$1.28M0.17%-97313F-HRTimeline
HighTower Advisors, LLC15,686$1.19M<0.01%+7013F-HRTimeline
FIDUCIENT ADVISORS LLC15,465$1.17M0.17%013F-HRTimeline
71 West Capital Partners15,369$1.16M0.04%013F-HRTimeline
Financial Solutions Advisory Group, Inc.14,490$1.13M0.14%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,440$1.09M0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,407$1.09M<0.01%+17213F-HRTimelineGroup
Paragon Private Wealth Management, LLC14,265$1.08M0.28%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,224$1.08M<0.01%013F-HRTimelineGroup
JNBA Financial Advisors13,332$1.01M0.08%-1,76013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,162$997K<0.01%-8713F-HRTimelineGroup
Institute for Wealth Management, LLC.13,152$997K0.09%-21613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,872$975K0.36%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT12,672$960K0.07%013F-HRTimeline
Cornerstone Wealth Management, LLC11,799$894K0.04%-64513F-HRTimeline
Wealthspire Retirement, LLC11,292$856K0.05%-2313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,199$849K<0.01%-11113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,912$827K<0.01%-13413F-HRTimelineGroup
Retirement Investment Advisors, Inc.10,368$814K0.06%-313F-HRTimeline
MSH Capital Advisors LLC10,387$787K0.14%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,380$786K<0.01%new13F-HRTimelineGroup
Armbruster Capital Management, Inc.10,117$767K0.11%013F-HRTimeline
SimpliFi, Inc.9,853$747K0.3%+15313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$743K0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,545$723K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC8,750$663K<0.01%-96913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,610$652K0.18%+19213F-HRTimeline
Clearstead Advisors, LLC8,172$619K0.01%+1113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,071$612K<0.01%+6,07113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,834$594K<0.01%-13,86713F-HRTimelineGroup
Stonebridge Wealth Management, LLC7,606$576K0.52%+24213F-HRTimeline
First Heartland Consultants, Inc.7,280$552K0.04%+1,04213F-HRTimeline
Wescott Financial Advisory Group, LLC7,119$539K0.04%013F-HRTimeline
Atria Investments, Inc6,825$517K0.01%+90413F-HRTimeline
RDA Financial Network6,800$515K0.11%013F-HRTimeline
Strategic Investment Advisors / MI6,750$511K0.03%-16513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$496K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$493K0.02%013F-HRTimeline
Wedmont Private Capital6,223$485K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,359$482K0.01%+613F-HRTimeline
Rockwood Wealth Management, LLC6,049$458K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,937$450K<0.01%-38413F-HRTimelineGroup
Parker Financial LLC5,917$448K0.16%013F-HRTimeline
Pure Financial Advisors, LLC5,917$448K0.01%+2,68413F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,825$441K0.03%013F-HRTimeline
HighPoint Advisor Group LLC5,810$440K0.02%+2013F-HRTimeline
Prospera Financial Services Inc5,746$435K0.01%-9913F-HRTimeline
Financial Perspectives, Inc5,461$414K0.1%+1613F-HRTimeline
Hegarty Advisors, LLC5,448$413K0.28%new13F-HRTimeline
GREENLEAF TRUST5,388$408K<0.01%013F-HRTimeline
Dodds Wealth, LLC5,239$397K0.09%013F-HRTimeline
EP Wealth Advisors, LLC5,155$391K<0.01%+1,86113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,082$385K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,077$385K0.01%-713F-HRTimeline
Sound View Wealth Advisors Group, LLC4,938$374K0.02%013F-HRTimeline
Summit Financial, LLC4,891$371K<0.01%+113F-HRTimeline
SeaCrest Wealth Management, LLC4,617$350K0.04%+65513F-HRTimeline
True Wealth Design, LLC4,584$347K0.08%-26613F-HRTimeline
Garden State Investment Advisory Servic…4,469$339K0.07%+1713F-HRTimeline
Independent Advisor Alliance4,349$330K0.01%-25,20313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$312K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC4,095$310K0.1%013F-HRTimeline
Redwood Financial Network Corp4,087$310K0.17%new13F-HRTimeline
Goldstein Advisors, LLC4,039$306K0.03%013F-HRTimeline
WESBANCO BANK INC3,979$301K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,974$301K<0.01%+813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,893$295K<0.01%new13F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC3,842$291K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,712$289K<0.01%+15713F-HRTimeline
MRA Advisory Group3,728$282K0.1%+1513F-HRTimeline
Kovack Advisors, Inc.3,661$278K0.01%new13F-HRTimeline
Mason & Associates Inc3,460$262K0.04%013F-HRTimeline
NewEdge Advisors, LLC3,420$259K<0.01%+3,17313F-HRTimeline
Alpha Financial Advisors, LLC3,405$258K0.07%013F-HRTimeline
NESTEGG ADVISORS, INC.3,403$258K0.18%+1913F-HRTimeline
TIAAgroup of 2 filers holding3,355$257KnewTimeline
OneDigital Investment Advisors LLC3,377$256K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,367$255K0.01%-16913F-HRTimeline
IVC Wealth Advisors LLC3,334$253K0.1%-95613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,225$244K0.04%-45913F-HRTimeline
Wealth Group Ltd3,165$240K0.05%-13513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,047$231K0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,018$229K0.02%-17113F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,000$227K<0.01%013F-HRTimeline
Bay Rivers Group3,000$227K0.08%013F-HRTimeline
KLCM Advisors, Inc.2,862$217K0.02%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,793$212K0.03%new13F-HRTimeline
Key Financial Inc2,785$211K0.03%013F-HRTimeline
Savvy Advisors, Inc.2,763$209K<0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,722$206K0.04%new13F-HRTimeline
Peak Financial Management, Inc.2,700$205K0.05%new13F-HRTimeline
HOWE & RUSLING INC2,694$204K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,690$204K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,663$202K<0.01%-19613F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC2,655$201K0.06%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,642$200K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.2,627$199K0.15%+1413F-HRTimeline
Arax Advisory Partners2,362$179K<0.01%+1,91213F-HRTimeline
EASTERN BANK1,710$130K<0.01%013F-HRTimeline
CX Institutional1,481$112K<0.01%+813F-HRTimeline
Steward Partners Investment Advisory, L…1,455$110K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,392$105K<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC1,349$102K<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC1,332$101K0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$98.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,192$90.3K<0.01%-9013F-HRTimeline
Cordgrass Capital Advisors, LLC1,175$89K0.03%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,150$88.6K<0.01%+60013F-HRTimelineGroup
YANKCOM Partnership1,077$81.6K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL850$64.4K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC705$53.4K0.02%+413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…680$51.5K0.01%-1613F-HR/ATimelineGroup
Capital Investment Advisory Services, L…670$50.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$49.2K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.574$43.5K<0.01%-313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA548$41.5K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC516$39.6K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC517$39.2K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC500$37.9K0.01%013F-HRTimeline
IFG Advisory, LLC390$29.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc364$27.6K<0.01%+113F-HRTimeline
NBZ Investment Advisors LLC335$25.4K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$24.2K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources299$22.7K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC275$20.8K0.01%013F-HRTimeline
Operose Advisors LLC259$19.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC235$17.8K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC229$17.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$13.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd67$5.08K<0.01%+5113F-HRTimeline
Quest 10 Wealth Builders, Inc.58$4.39K<0.01%013F-HRTimeline
Crews Bank & Trust49$3.71K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.44$3.33K<0.01%013F-HRTimeline
SIGNATUREFD, LLC17$1.29K<0.01%new13F-HRTimeline