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Disclosery

PWV INVESCO EXCHANGE TRADED FD T

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LARGE CAP VALUE (fund)

179 managers (181 13F filers) reported a position in PWV shares at 2025-12-31, 12,768,856 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
179
13F filers
181
New
15
Added
51
Reduced
46
Sold out
7
Shares held by filers
12,768,856

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY3,617,029$241M0.01%-9,30513F-HR/ATimelineGroup
LPL Financial LLC1,845,579$123M0.03%+316,19713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/808,507$53.8M<0.01%-7,13613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…563,127$37.5M0.02%-1,30413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC515,353$34.3M0.05%+7,01913F-HRTimeline
UBS Group AGgroup of 2 filers holding486,444$32.4M+305Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC460,396$30.6M0.01%+132,93213F-HRTimelineGroup
IAG Wealth Partners, LLC323,838$21.5M2.49%+6,90513F-HRTimeline
Atlas Private Wealth Advisors233,148$15.5M3.62%+12,86713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC207,448$13.8M<0.01%+5,48813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN166,538$11.1M<0.01%-1,12213F-HRTimelineGroup
Wharton Business Group, LLC162,735$10.8M0.41%-7,63513F-HRTimeline
Arkadios Wealth Advisors160,577$10.7M0.21%+54,05213F-HRTimeline
SPWM Advisors LLC159,637$10.6M10.18%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.157,154$10.5M0.12%+3,36213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding153,456$10.2M+5,805Timeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.152,581$10.1M0.41%-2,98113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,601$9.35M<0.01%+96513F-HRTimelineGroup
Regal Investment Advisors LLC135,666$9.02M0.54%+2,29513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133,117$8.85M0.02%-3,64713F-HR/ATimelineGroup
Stonebridge Financial Group, LLC107,283$7.14M0.61%-1513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,791$7.11M0.01%+24,23713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,777$7.04M0.05%+1,03313F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC108,293$7.01M0.73%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS98,643$6.56M0.01%-6,23413F-HRTimeline
Cetera Investment Advisers86,930$5.78M0.01%+6,30713F-HRTimeline
Private Advisor Group, LLC75,183$5M0.02%+11,64913F-HRTimeline
Mill Creek Capital Advisors, LLC69,013$4.59M0.09%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC67,414$4.48M1.88%+3,57713F-HRTimeline
Horizon Family Wealth, Inc.52,109$3.47M1.85%+21313F-HRTimeline
Cooksen Wealth, LLC51,511$3.43M2.51%013F-HRTimeline
AGH Wealth Advisors, LLC51,076$3.4M2.55%+82013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,246$3.08M<0.01%-4,60613F-HRTimelineGroup
Farther Finance Advisors, LLC43,570$2.9M0.03%+39,44113F-HRTimeline
Firestone Capital Management37,363$2.49M0.53%-15013F-HRTimeline
Parallel Advisors, LLC35,936$2.39M0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,253$2.15M<0.01%-2,52113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…31,650$2.11M0.05%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management30,699$2.04M0.07%-2,76013F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,883$1.92M0.01%-27713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,957$1.79M<0.01%+2,11713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC26,810$1.78M<0.01%+1,47513F-HRTimeline
Prosperity Consulting Group, LLC26,498$1.76M0.08%013F-HRTimeline
Evolution Advisers, Inc.24,300$1.62M0.7%013F-HRTimeline
WILLNER & HELLER, LLC22,361$1.49M1.07%-22113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,602$1.3M<0.01%+84513F-HRTimeline
JNBA Financial Advisors18,718$1.25M0.11%-64113F-HRTimeline
FMR LLCin group FMR LLC18,605$1.24M<0.01%+35713F-HRTimelineGroup
CPC Advisors, LLC17,831$1.19M0.12%013F-HRTimeline
Evercore Wealth Management, LLC17,782$1.18M0.02%013F-HRTimeline
Western Wealth Management, LLC17,683$1.18M0.05%+30213F-HRTimeline
Waverly Advisors, LLC16,492$1.1M0.01%-2,10113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,187$1.08M<0.01%+65713F-HRTimelineGroup
HighTower Advisors, LLC15,692$1.04M<0.01%-8013F-HRTimeline
FIDUCIENT ADVISORS LLC15,465$1.03M0.13%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,395$1.02M0.04%-2,20213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,020$999K<0.01%+9,51113F-HRTimelineGroup
COMERICA BANK14,992$997K<0.01%-56413F-HRTimeline
Philip James Wealth Mangement, LLC14,789$984K0.11%-3,45613F-HRTimeline
CONDOR CAPITAL MANAGEMENT14,787$984K0.08%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,440$961K0.01%new13F-HRTimeline
Paragon Private Wealth Management, LLC14,265$949K0.29%013F-HRTimeline
Institute for Wealth Management, LLC.13,742$914K0.1%-57313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,060$869K0.38%-18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,838$854K<0.01%+5813F-HRTimelineGroup
Cornerstone Wealth Management, LLC12,444$828K0.04%+1,44613F-HRTimeline
MSH Capital Advisors LLC11,887$791K0.17%013F-HRTimeline
Wealthspire Retirement, LLC11,315$753K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,098$738K<0.01%+3,05113F-HRTimelineGroup
Creative Planningin group Creative Planning10,685$711K<0.01%-213F-HRTimelineGroup
Retirement Investment Advisors, Inc.10,267$683K0.06%-12613F-HRTimeline
Armbruster Capital Management, Inc.10,117$673K0.11%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,850$655K<0.01%-8,67413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,814$653K<0.01%-24,32113F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$652K0.01%013F-HRTimelineGroup
Solutions 4 Wealth, Ltd9,747$648K0.98%+4,50313F-HRTimeline
Janney Montgomery Scott LLC9,667$643K<0.01%-32413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,650$642K0.01%013F-HRTimelineGroup
SimpliFi, Inc.9,506$632K0.27%+74613F-HRTimeline
Bedel Financial Consulting, Inc.8,832$588K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,510$566K<0.01%+3,83613F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC8,219$547K0.18%+6513F-HRTimeline
Clearstead Advisors, LLC8,151$542K0.01%+913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,664$510K<0.01%-4,48413F-HRTimelineGroup
Strategic Investment Advisors / MI7,345$489K0.04%+6,95513F-HRTimeline
Wescott Financial Advisory Group, LLC7,119$474K0.04%013F-HRTimeline
Stonebridge Wealth Management, LLC7,078$471K0.44%new13F-HRTimeline
Geneos Wealth Management Inc.6,937$461K0.01%+213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,772$459K<0.01%-55113F-HRTimeline
RDA Financial Network6,800$452K0.11%+20013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$436K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$432K0.02%013F-HRTimeline
Parker Financial LLC6,328$421K0.17%-10113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,321$420K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital6,223$418K0.01%013F-HRTimeline
First Heartland Consultants, Inc.6,184$411K0.03%new13F-HRTimeline
Prospera Financial Services Inc6,058$403K0.01%-1,34013F-HRTimeline
Rockwood Wealth Management, LLC6,049$402K0.03%013F-HRTimeline
Atria Investments, Inc5,867$390K<0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,825$387K0.03%new13F-HR/ATimeline
HighPoint Advisor Group LLC5,773$384K0.01%new13F-HRTimeline
WealthShield Partners, LLC5,643$375K0.04%-15513F-HRTimeline
Financial Perspectives, Inc5,431$361K0.1%+1213F-HRTimeline
GREENLEAF TRUST5,388$358K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,357$356K0.01%+1113F-HRTimeline
True Wealth Design, LLC5,206$346K0.1%013F-HRTimeline
Dodds Wealth, LLC5,170$344K0.08%013F-HRTimeline
Alpha Cubed Investments, LLC5,167$344K0.01%+15613F-HRTimeline
EP Wealth Advisors, LLC5,063$337K<0.01%13F-HRTimeline
Sound View Wealth Advisors Group, LLC4,938$328K0.02%013F-HRTimeline
Summit Financial, LLC4,890$325K<0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC4,665$310K<0.01%+78813F-HRTimeline
WESBANCO BANK INC4,569$304K0.01%013F-HRTimeline
Goldstein Advisors, LLC4,460$297K0.03%013F-HRTimeline
Garden State Investment Advisory Servic…4,451$296K0.07%+81113F-HRTimeline
IVC Wealth Advisors LLC4,290$285K0.12%013F-HRTimeline
Independent Advisor Alliance4,192$279K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC4,094$275K0.03%-7713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$274K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC4,095$272K0.11%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,959$263K<0.01%-45413F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC3,871$257K0.01%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,776$251K0.07%+37913F-HRTimeline
MRA Advisory Group3,699$246K0.1%+1113F-HRTimeline
Mason & Associates Inc3,460$230K0.04%013F-HRTimeline
Alpha Financial Advisors, LLC3,405$226K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC3,402$226K<0.01%-21213F-HRTimeline
NESTEGG ADVISORS, INC.3,368$224K0.19%-27813F-HRTimeline
Wealth Group Ltd3,300$220K0.05%013F-HRTimeline
PRIVATE TRUST CO NA3,189$212K0.02%-7413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,123$208K<0.01%013F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group3,047$203K0.02%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,859$190K<0.01%013F-HRTimelineGroup
Key Financial Inc2,785$185K0.03%013F-HRTimeline
HOWE & RUSLING INC2,694$179K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.2,599$173K0.15%+1013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,575$171K<0.01%-26813F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,146$143K<0.01%+913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$133K<0.01%013F-HRTimelineGroup
EASTERN BANK1,710$114K<0.01%013F-HRTimeline
CX Institutional1,592$106K<0.01%+13313F-HRTimeline
BLUELINE ADVISORS LLC1,484$98.7K0.08%13F-HRTimeline
Steward Partners Investment Advisory, L…1,455$96.8K<0.01%-8113F-HRTimeline
Global Retirement Partners, LLC1,392$92.6K<0.01%013F-HRTimeline
MAI Capital Management1,338$89K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$86.1K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,291$85.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,282$85.3K<0.01%+9013F-HRTimeline
Cordgrass Capital Advisors, LLC1,175$78.2K0.02%013F-HRTimeline
YANKCOM Partnership1,077$71.6K0.03%new13F-HRTimeline
Motiv8 Investments LLC919$61K0.03%new13F-HRTimeline
IFP Advisors, Inc913$60.7K<0.01%+71313F-HRTimeline
BLAIR WILLIAM & CO/IL850$56.5K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…718$47.8K0.01%-2013F-HRTimelineGroup
Frazier Financial Advisors, LLC690$45.9K0.03%+313F-HRTimeline
Capital Investment Advisory Services, L…670$44.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$43.2K<0.01%-46513F-HRTimeline
Beacon Capital Management, Inc.577$38.4K<0.01%-113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …550$37.2K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA548$36.5K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC516$34.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…518$34.5K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC517$34.4K0.01%013F-HRTimeline
Fortitude Family Office, LLC468$31.1K0.01%new13F-HRTimeline
Arax Advisory Partners450$29.9K<0.01%013F-HRTimeline
NBZ Investment Advisors LLC335$22.3K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$21.3K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources299$19.9K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC292$19.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC275$18.3K0.01%-7513F-HRTimeline
Sound Income Strategies, LLC265$17.8K<0.01%+14513F-HRTimeline
Operose Advisors LLC259$17.2K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC247$16.4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC229$15.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$12K<0.01%013F-HRTimeline
McIlrath & Eck, LLC100$6.65K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.58$3.86K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$2.93K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd40$2.66K<0.01%013F-HRTimeline