证券记录 · 已归档季度
PWV
Invesco Large Cap Value ETF · Financial Services · Asset Management
42被追踪持有人
-1Δ持有人
9.55M持有股份
$635.11M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.3% ·
股份流向 -1.2% ·
净新建仓位 -2.4%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.37K | $731,507 | n/a | n/a |
| Q2 2026 | 44 | +3 | 10.01M | $758.45M | +3 | −1 |
| Q1 2026 | 43 | +1 | 9.55M | $665.89M | +2 | −1 |
| Q4 2025 | 42 | -1 | 9.55M | $635.11M | n/a | −1 |
| Q3 2025 | 7 | +1 | 3.82M | $248.91M | +1 | n/a |
| Q2 2025 | 3 | 0 | 30.96K | $1.92M | n/a | n/a |
| Q1 2025 | 1 | +1 | 12.15K | $722,927 | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.25K | $344,110 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.62M | -0.3% | $240.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.85M | n/a | $122.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 808.51K | n/a | $53.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Pnc Financial Services Group, Inc. | 563.13K | n/a | $37.46M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 5 | Commonwealth Equity Services, Llc | 515.35K | n/a | $34.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 484.73K | n/a | $32.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 460.40K | n/a | $30.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 207.45K | n/a | $13.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 166.54K | n/a | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 140.60K | n/a | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 133.12K | n/a | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 106.79K | n/a | $7.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 98.64K | n/a | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 86.93K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 46.25K | -54.5% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Baird Financial Group, Inc. | 32.25K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 26.96K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 26.81K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 19.60K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 18.61K | +2.0% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citigroup Inc | 16.19K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 15.69K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 15.02K | n/a | $999,136 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 12.84K | n/a | $854,009 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Focus Partners Wealth | 11.10K | n/a | $738,259 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 10.69K | n/a | $710,777 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 9.85K | n/a | $655,222 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 9.81K | -71.2% | $652,827 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 8.51K | n/a | $566,085 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 7.66K | -36.9% | $509,809 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 6.77K | n/a | $459,074 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 3.96K | n/a | $263,353 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 3.12K | n/a | $207,742 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 2.86K | n/a | $190,181 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 2.15K | n/a | $143,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 2.00K | 0.0% | $133,040 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 1.72K | n/a | $114,348 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 850 | n/a | $56,542 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Allspring Global Investments… | 550 | n/a | $37,180 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 518 | n/a | $34,457 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Franklin Resources Inc | 299 | n/a | $19,889 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 40 | n/a | $2,661 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $1.47M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 178 持有人, 13.11M 股份, $909.27M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据