Skip to content
Disclosery

PWV INVESCO EXCHANGE TRADED FD T

Follow

LARGE CAP VALUE (fund)

181 managers (183 13F filers) reported a position in PWV shares at 2026-03-31, 13,169,167 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
181
13F filers
183
New
10
Added
52
Reduced
53
Sold out
6
Shares held by filers
13,169,167

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,532,400$246M0.01%-84,62913F-HRTimelineGroup
LPL Financial LLC2,039,976$142M0.04%+194,39713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/821,082$57.2M<0.01%+12,57513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC539,979$37.6M0.01%+79,58313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…519,784$36.2M0.02%-43,34313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding469,105$32.7M-17,339Timeline
Arkadios Wealth Advisors387,000$27M0.45%+226,42313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC337,390$23.5M0.03%-177,96313F-HRTimeline
IAG Wealth Partners, LLC322,918$22.5M2.51%-92013F-HRTimeline
Atlas Private Wealth Advisors239,544$16.7M3.93%+6,39613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.210,881$14.7M0.59%+58,30013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC203,823$14.2M<0.01%-3,62513F-HRTimelineGroup
SPWM Advisors LLC176,117$12.9M11.17%+16,48013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding170,713$11.9M+17,257Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.163,570$11.4M0.13%+6,41613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN162,155$11.3M<0.01%-4,38313F-HR/ATimelineGroup
Wharton Business Group, LLC155,635$10.8M0.41%-7,10013F-HRTimeline
Regal Investment Advisors LLC137,150$9.56M0.55%+1,48413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA131,766$9.19M<0.01%-8,83513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…126,010$8.78M0.02%-7,10713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,360$7.9M0.01%+6,56913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS103,755$7.23M0.01%+5,11213F-HRTimeline
Ullmann Wealth Partners Group, LLC103,549$7.22M0.75%-4,74413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,076$7.13M0.05%+1,29913F-HRTimelineGroup
Stonebridge Financial Group, LLC102,102$7.12M0.59%-5,18113F-HRTimeline
Private Advisor Group, LLC94,973$6.62M0.03%+19,79013F-HRTimeline
Cetera Investment Advisers85,514$5.96M0.01%-1,41613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…70,108$4.89M0.12%+38,45813F-HRTimelineGroup
Mill Creek Capital Advisors, LLC69,013$4.81M0.1%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC68,253$4.76M1.99%+83913F-HRTimeline
AGH Wealth Advisors, LLC52,471$3.66M2.69%+1,39513F-HRTimeline
Horizon Family Wealth, Inc.52,364$3.65M1.93%+25513F-HRTimeline
Cooksen Wealth, LLC51,511$3.59M2.61%013F-HRTimeline
Farther Finance Advisors, LLC49,943$3.48M0.03%+6,37313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,463$3.19M<0.01%+21713F-HR/ATimelineGroup
Firestone Capital Management37,363$2.6M0.54%013F-HRTimeline
Parallel Advisors, LLC35,605$2.48M0.04%-33113F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,729$2.21M<0.01%-52413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management30,753$2.14M0.07%+5413F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,240$2.11M0.01%+1,35713F-HRTimeline
Independent Advisor Alliance29,552$2.06M0.02%+25,36013F-HRTimeline
Prosperity Consulting Group, LLC26,498$1.85M0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,156$1.82M<0.01%+9,96913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,656$1.79M<0.01%-1,30113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,506$1.78M<0.01%-1,30413F-HRTimeline
Evolution Advisers, Inc.23,796$1.66M0.7%-50413F-HRTimeline
WILLNER & HELLER, LLC22,169$1.55M1.15%-19213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,701$1.51M<0.01%+13,19113F-HRTimelineGroup
FMR LLCin group FMR LLC19,634$1.37M<0.01%+1,02913F-HRTimelineGroup
Solutions 4 Wealth, Ltd18,990$1.32M1.99%+9,24313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,935$1.32M<0.01%-66713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,614$1.27M<0.01%+3,59413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,204$1.27M<0.01%+7,10613F-HRTimelineGroup
CPC Advisors, LLC17,831$1.24M0.2%013F-HRTimeline
Evercore Wealth Management, LLC17,782$1.24M0.02%013F-HRTimeline
Western Wealth Management, LLC17,510$1.22M0.05%-17313F-HR/ATimeline
Waverly Advisors, LLC16,512$1.15M0.01%+2013F-HRTimeline
HighTower Advisors, LLC15,616$1.09M<0.01%-7613F-HRTimeline
FIDUCIENT ADVISORS LLC15,465$1.08M0.14%013F-HRTimeline
71 West Capital Partners15,369$1.07M0.05%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,243$1.06M0.04%-15213F-HRTimelineGroup
JNBA Financial Advisors15,092$1.05M0.09%-3,62613F-HRTimeline
Financial Solutions Advisory Group, Inc.14,490$1.01M0.14%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,440$1.01M0.01%013F-HRTimeline
Paragon Private Wealth Management, LLC14,265$994K0.31%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,235$992K<0.01%+4,38513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,224$992K<0.01%+6,56013F-HRTimelineGroup
Institute for Wealth Management, LLC.13,368$932K0.1%-37413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,249$924K<0.01%+12,73113F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC12,872$897K0.38%-18813F-HRTimeline
CONDOR CAPITAL MANAGEMENT12,672$883K0.07%-2,11513F-HRTimeline
Cornerstone Wealth Management, LLC12,444$867K0.04%013F-HRTimeline
Wealthspire Retirement, LLC11,315$789K0.05%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,310$788K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,046$770K<0.01%-1,79213F-HRTimelineGroup
Creative Planningin group Creative Planning10,685$745K<0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC10,387$724K0.15%-1,50013F-HRTimeline
Armbruster Capital Management, Inc.10,117$705K0.12%013F-HRTimeline
Retirement Investment Advisors, Inc.10,371$690K0.06%+10413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,808$684K0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC9,719$678K<0.01%+5213F-HRTimeline
SimpliFi, Inc.9,700$676K0.28%+19413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,545$665K0.01%-10513F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC8,418$587K0.18%+19913F-HRTimeline
Clearstead Advisors, LLC8,161$569K0.01%+1013F-HRTimeline
Stonebridge Wealth Management, LLC7,364$513K0.49%+28613F-HRTimeline
Wescott Financial Advisory Group, LLC7,119$496K0.04%013F-HRTimeline
Strategic Investment Advisors / MI6,915$482K0.03%-43013F-HRTimeline
RDA Financial Network6,800$474K0.12%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,547$456K0.01%013F-HRTimelineGroup
MCF Advisors LLC6,500$453K0.02%013F-HRTimeline
Wedmont Private Capital6,223$445K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,353$443K0.01%-58413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,321$441K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.6,238$435K0.03%+5413F-HRTimeline
Rockwood Wealth Management, LLC6,049$422K0.03%013F-HRTimeline
Atria Investments, Inc5,921$413K<0.01%+5413F-HRTimeline
Parker Financial LLC5,917$412K0.16%-41113F-HRTimeline
Prospera Financial Services Inc5,845$407K0.01%-21313F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,825$406K0.03%013F-HRTimeline
HighPoint Advisor Group LLC5,790$404K0.02%+1713F-HRTimeline
Financial Perspectives, Inc5,445$380K0.11%+1413F-HRTimeline
GREENLEAF TRUST5,388$376K<0.01%013F-HRTimeline
Dodds Wealth, LLC5,239$365K0.09%+6913F-HRTimeline
J.W. COLE ADVISORS, INC.5,084$354K0.01%-27313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,082$354K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC4,938$344K0.02%013F-HRTimeline
Summit Financial, LLC4,890$341K<0.01%013F-HRTimeline
True Wealth Design, LLC4,850$338K0.09%-35613F-HRTimeline
WealthShield Partners, LLC4,753$331K0.04%-89013F-HRTimeline
Garden State Investment Advisory Servic…4,452$310K0.07%+113F-HRTimeline
IVC Wealth Advisors LLC4,290$299K0.13%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,119$287K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC4,095$285K0.11%013F-HRTimeline
Goldstein Advisors, LLC4,039$282K0.03%-42113F-HRTimeline
WESBANCO BANK INC3,979$277K0.01%-59013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,966$276K<0.01%+713F-HRTimelineGroup
SeaCrest Wealth Management, LLC3,962$276K0.03%-13213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,842$268K0.01%-2913F-HRTimeline
MRA Advisory Group3,713$259K0.11%+1413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,684$257K0.06%-9213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,555$248K<0.01%-3,21713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,536$246K0.01%new13F-HRTimeline
Alpha Financial Advisors, LLC3,405$237K0.07%013F-HRTimeline
Mason & Associates Inc3,460$237K0.05%013F-HRTimeline
NESTEGG ADVISORS, INC.3,384$236K0.21%+1613F-HRTimeline
OneDigital Investment Advisors LLC3,377$235K<0.01%-2513F-HRTimeline
Wealth Group Ltd3,300$230K0.05%013F-HRTimeline
EP Wealth Advisors, LLC3,294$230K<0.01%-1,76913F-HRTimeline
Pure Financial Advisors, LLC3,233$225K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,189$222K0.02%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,047$212K0.02%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…3,000$209K<0.01%new13F-HRTimeline
Bay Rivers Group3,000$209K0.09%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,859$199K<0.01%013F-HRTimelineGroup
Key Financial Inc2,785$194K0.03%013F-HRTimeline
HOWE & RUSLING INC2,694$188K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,690$188K<0.01%-43313F-HRTimelineGroup
Harbor Asset Planning, Inc.2,613$182K0.15%+1413F-HRTimeline
CWM, LLCin group CWM, LLC2,416$168K<0.01%+27013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,000$139K<0.01%013F-HRTimelineGroup
EASTERN BANK1,710$119K<0.01%013F-HRTimeline
CX Institutional1,473$103K<0.01%-11913F-HRTimeline
Steward Partners Investment Advisory, L…1,455$101K<0.01%013F-HRTimeline
MAI Capital Management1,338$93.3K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC1,332$92.9K0.07%-15213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,295$90.3K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC1,282$89.4K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,175$81.9K0.02%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,125$78.4K0.03%new13F-HRTimeline
YANKCOM Partnership1,077$75.1K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL850$59.3K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC701$48.9K0.02%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…696$48.5K0.01%-2213F-HRTimelineGroup
Frazier Financial Advisors, LLC694$48.4K0.03%+413F-HRTimeline
Capital Investment Advisory Services, L…670$46.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$45.3K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.577$40.2K<0.01%013F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …550$38.3K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA548$38.2K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC517$36K0.01%013F-HRTimeline
Smartleaf Asset Management LLC516$35.4K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC500$34.9K0.01%new13F-HRTimeline
Arax Advisory Partners450$31.4K<0.01%013F-HRTimeline
IFP Advisors, Inc363$25.3K<0.01%-55013F-HRTimeline
NBZ Investment Advisors LLC335$23.4K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…320$22.3K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources299$20.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC292$20.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC279$19.5K<0.01%new13F-HRTimeline
Noble Wealth Management PBC275$19.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC265$18.4K<0.01%013F-HRTimeline
Operose Advisors LLC259$18.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC247$17.2K<0.01%013F-HR/ATimeline
Fortitude Family Office, LLC235$16.4K<0.01%-23313F-HRTimeline
Plante Moran Financial Advisors, LLC229$16K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$12.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC100$6.97K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.58$4.04K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$3.07K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd16$1.11K<0.01%-2413F-HRTimeline