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Disclosery

PWV INVESCO EXCHANGE TRADED FD T

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LARGE CAP VALUE (fund)

169 managers (170 13F filers) reported a position in PWV shares at 2025-06-30, 12,097,718 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
169
13F filers
170
New
13
Added
48
Reduced
45
Sold out
5
Shares held by filers
12,097,718

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY3,735,207$232M0.02%+1,96113F-HRTimelineGroup
LPL Financial LLC1,371,551$85.2M0.03%+151,16913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/774,088$48.1M<0.01%+134,05213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…538,770$33.5M0.02%-49413F-HRTimelineGroup
UBS Group AGin group UBS Group AG497,818$30.9M0.01%-1,10513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC479,940$29.8M0.04%+31,12313F-HRTimeline
Atlas Private Wealth Advisors449,363$27.9M3.59%-7,22013F-HRTimeline
IAG Wealth Partners, LLC310,057$19.3M2.55%+20,02513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,460$16.4M0.01%+1,19013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC194,151$12.1M<0.01%+7,90313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN174,323$10.8M<0.01%+18,41413F-HRTimelineGroup
Wharton Business Group, LLC170,370$10.6M0.45%-8,73713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding157,385$9.78M+12,648Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.151,182$9.39M0.12%+1,64013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…144,025$8.95M0.02%-2,52213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,194$8.77M<0.01%-6,64113F-HR/ATimelineGroup
Regal Investment Advisors LLC131,708$8.18M0.61%+2,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,878$7.89M0.01%+9,51513F-HR/ATimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.122,026$7.58M0.35%new13F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC110,267$6.85M0.81%+2013F-HRTimeline
Stonebridge Financial Group, LLC107,396$6.67M0.65%-99513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS105,442$6.55M0.01%-4,58213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.104,422$6.49M0.05%-61613F-HRTimelineGroup
Arkadios Wealth Advisors100,174$6.22M0.19%-12,32813F-HRTimeline
Good Life Advisors, LLC85,573$5.32M0.33%+8,13313F-HRTimeline
Cambridge Investment Research Advisors,…77,601$4.82M0.01%+19,42313F-HRTimeline
Cetera Investment Advisers75,311$4.68M0.01%+38,36713F-HRTimeline
Mill Creek Capital Advisors, LLC69,013$4.29M0.1%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC56,163$3.49M<0.01%-1,95913F-HRTimelineGroup
Horizon Family Wealth, Inc.51,664$3.21M1.96%+36513F-HRTimeline
Cooksen Wealth, LLC51,511$3.2M2.57%-80013F-HRTimeline
AGH Wealth Advisors, LLC46,317$2.88M2.37%+38013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,544$2.77M<0.01%+14,79913F-HRTimelineGroup
Main Street Financial Solutions, LLC39,322$2.44M0.18%-10013F-HRTimeline
Firestone Capital Management37,513$2.33M0.55%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,789$2.29M<0.01%-13713F-HRTimelineGroup
Parallel Advisors, LLC35,150$2.18M0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,377$2.07M0.07%+12813F-HRTimelineGroup
Prosperity Consulting Group, LLC26,498$1.65M0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC26,034$1.62M<0.01%+5,05713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,258$1.53M<0.01%+17,14813F-HRTimeline
Evolution Advisers, Inc.24,300$1.51M0.74%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,909$1.49M<0.01%+1,37213F-HRTimelineGroup
Philip James Wealth Mangement, LLC23,827$1.48M0.19%+16513F-HRTimeline
WILLNER & HELLER, LLC22,482$1.4M1.18%-1,49013F-HRTimeline
JNBA Financial Advisors20,777$1.29M0.12%-48813F-HRTimeline
Mariner, LLCin group Mariner, LLC19,024$1.18M<0.01%+50013F-HRTimelineGroup
Private Advisor Group, LLC18,662$1.16M0.01%+44413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,658$1.16M<0.01%-39913F-HRTimeline
Waverly Advisors, LLC18,576$1.15M0.01%+2813F-HRTimeline
Evercore Wealth Management, LLC17,782$1.1M0.02%013F-HRTimeline
FMR LLCin group FMR LLC16,812$1.04M<0.01%-2,07313F-HRTimelineGroup
Western Wealth Management, LLC16,368$1.02M0.06%-5013F-HRTimeline
CPC Advisors, LLC16,251$1.01M0.13%-11713F-HRTimeline
HighTower Advisors, LLC16,215$1.01M<0.01%-7613F-HRTimeline
COMERICA BANK15,471$961K<0.01%-1,19513F-HRTimeline
FIDUCIENT ADVISORS LLC15,465$961K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,273$949K<0.01%+3,49713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,963$930K0.05%-10,12813F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT14,937$928K0.08%013F-HRTimeline
Institute for Wealth Management, LLC.14,314$889K0.1%-29913F-HRTimeline
Paragon Private Wealth Management, LLC14,265$886K0.35%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,447$836K0.42%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,480$776K<0.01%-4,45213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,148$755K<0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC11,887$739K0.21%-1,67013F-HRTimeline
Wealthspire Retirement, LLC11,315$703K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC10,808$672K0.04%+5313F-HRTimeline
Retirement Investment Advisors, Inc.10,393$646K0.06%-813F-HRTimeline
Janney Montgomery Scott LLC10,291$639K<0.01%+81213F-HRTimeline
Armbruster Capital Management, Inc.10,117$629K0.11%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$621K<0.01%-10,00013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$609K0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning9,765$607K<0.01%+513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,665$601K0.01%-11913F-HRTimelineGroup
SimpliFi, Inc.9,003$559K0.25%+6413F-HRTimeline
Bedel Financial Consulting, Inc.8,832$549K0.07%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,329$518K0.19%+1913F-HRTimeline
Clearstead Advisors, LLC8,133$505K0.01%+1413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,047$500K<0.01%013F-HRTimelineGroup
Strategic Investment Advisors / MI7,985$496K0.05%-14513F-HRTimeline
Prospera Financial Services Inc7,576$471K0.01%-1813F-HRTimeline
Wescott Financial Advisory Group, LLC7,119$442K0.04%013F-HRTimeline
Geneos Wealth Management Inc.6,932$431K0.01%-13,26913F-HRTimeline
Parker Financial LLC6,678$415K0.18%-99113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$407K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$404K0.03%013F-HRTimeline
RDA Financial Network6,350$395K0.11%013F-HRTimeline
Wedmont Private Capital6,223$386K0.02%013F-HRTimeline
Rockwood Wealth Management, LLC6,049$376K0.03%013F-HRTimeline
WealthShield Partners, LLC5,953$370K0.04%-72013F-HRTimeline
Financial Perspectives, Inc5,406$336K0.1%+2013F-HRTimeline
GREENLEAF TRUST5,388$335K<0.01%013F-HRTimeline
Alpha Cubed Investments, LLC5,371$334K0.01%+83813F-HRTimeline
J.W. COLE ADVISORS, INC.5,340$332K0.01%-34013F-HRTimeline
True Wealth Design, LLC5,206$324K0.11%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,938$307K0.02%013F-HRTimeline
Solutions 4 Wealth, Ltd4,756$296K0.49%+12713F-HRTimeline
Summit Financial, LLC4,619$287K0.01%new13F-HRTimeline
WESBANCO BANK INC4,569$284K0.01%013F-HRTimeline
Goldstein Advisors, LLC4,460$277K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,407$274K<0.01%+1013F-HRTimelineGroup
IVC Wealth Advisors LLC4,290$267K0.13%013F-HRTimeline
OneDigital Investment Advisors LLC4,207$261K<0.01%-63313F-HRTimeline
Independent Advisor Alliance4,192$260K0.01%new13F-HRTimeline
Advisor Resource Council4,192$260K0.13%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,168$259K0.03%-19613F-HRTimeline
Farther Finance Advisors, LLC4,129$257K0.01%+32313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$256K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC4,095$253K0.11%-2813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,871$241K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,840$239K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,787$235K<0.01%new13F-HR/ATimeline
MRA Advisory Group3,675$228K0.11%+2013F-HRTimeline
Maia Wealth LLC3,660$227K0.04%-19,98413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,676$227K<0.01%+1,66313F-HRTimelineGroup
Garden State Investment Advisory Servic…3,630$226K0.06%+1413F-HRTimeline
NESTEGG ADVISORS, INC.3,630$226K0.22%+2613F-HRTimeline
Mason & Associates Inc3,460$215K0.05%013F-HRTimeline
Alpha Financial Advisors, LLC3,405$212K0.08%new13F-HRTimeline
Betterment LLC3,369$209K<0.01%-37113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,318$206K0.07%new13F-HR/ATimeline
Wealth Group Ltd3,300$205K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA3,263$203K0.02%+2,36213F-HRTimeline
EP Wealth Advisors, LLC3,155$196K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,123$194K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,859$178K<0.01%+1,04513F-HRTimelineGroup
Key Financial Inc2,785$173K0.03%013F-HRTimeline
HOWE & RUSLING INC2,694$167K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.2,577$160K0.15%13F-HRTimeline
CWM, LLCin group CWM, LLC2,396$149K<0.01%+1613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$124K<0.01%013F-HRTimelineGroup
Glenmede Investment Management, LP1,848$115K<0.01%13F-HRTimeline
EASTERN BANK1,710$106K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,552$96.4K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…1,536$95.4K<0.01%013F-HRTimeline
MAI Capital Management1,338$83.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,325$82.3K<0.01%-2513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$80.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,192$74.1K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,175$73K0.02%013F-HRTimeline
Beacon Capital Management, Inc.1,023$63.6K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…758$47.4K0.01%-2313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…737$45.8K<0.01%-34313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp695$43.2K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC684$42.5K0.03%+413F-HRTimeline
Capital Investment Advisory Services, L…670$41.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$40K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…518$32.2K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC517$32.1K0.01%013F-HRTimeline
Smartleaf Asset Management LLC516$31.8K<0.01%013F-HRTimeline
Arax Advisory Partners450$28K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC430$26.7K<0.01%+313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC413$25.7K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC350$21.7K0.01%013F-HRTimeline
NBZ Investment Advisors LLC335$20.8K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$19.9K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources299$18.6K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC292$18.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC247$15.3K<0.01%-30613F-HRTimeline
Plante Moran Financial Advisors, LLC229$14.2K<0.01%013F-HRTimeline
IFP Advisors, Inc200$12.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$11.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC120$7.46K<0.01%013F-HRTimeline
McIlrath & Eck, LLC100$6.21K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.58$3.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$2.73K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd40$2.49K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.