Security record · archived quarter
PWV
Invesco Large Cap Value ETF · Financial Services · Asset Management
43Tracked holders
+1Δ holders
9.55MShares held
$665.89MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +0.1% ·
net new positions +2.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.53M | -2.3% | $246.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.04M | +10.5% | $142.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 821.08K | +1.6% | $57.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 539.98K | +17.3% | $37.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Pnc Financial Services Group, Inc. | 519.78K | -7.7% | $36.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 6 | UBS Group AG | 465.08K | -4.0% | $32.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 337.39K | -34.5% | $23.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 203.82K | -1.8% | $14.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 162.16K | -2.6% | $11.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 131.77K | -6.3% | $9.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 126.01K | -5.3% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 113.36K | +6.2% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 103.75K | +5.2% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 85.51K | -1.6% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 46.46K | +0.5% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Baird Financial Group, Inc. | 31.73K | -1.6% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citigroup Inc | 26.16K | +61.6% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 25.66K | -4.8% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 25.51K | -4.9% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 21.70K | +155.0% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 19.63K | +5.5% | $1.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 18.93K | -3.4% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 18.61K | +23.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Focus Partners Wealth | 18.20K | +64.0% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 15.62K | -0.5% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 14.23K | +44.5% | $992,329 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | AQR Capital Management ✦ | 14.22K | +85.6% | $991,555 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fifth Third Bancorp | 13.25K | +2457.7% | $923,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 11.31K | New | $788,470 | 0.0% | New | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 11.05K | -14.0% | $769,967 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Creative Planning | 10.69K | 0.0% | $744,863 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 5.08K | New | $354,266 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 4.02K | +134.1% | $280,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 3.97K | +0.2% | $276,472 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 3.56K | -47.5% | $248,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 2.86K | 0.0% | $199,301 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 2.69K | -13.9% | $187,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 2.42K | +12.6% | $168,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 2.00K | 0.0% | $139,420 | 0.0% | Held | 4 | SEC ↗ |
| 40 | Blair William & Co/Il | 850 | 0.0% | $59,254 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Allspring Global Investments… | 550 | 0.0% | $38,316 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Franklin Resources Inc | 299 | 0.0% | $20,843 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 16 | -60.0% | $1,115 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Lido Advisors, LLC | $788,470 | 0.0% |
| Truist Financial Corp | $354,266 | 0.0% |
Exited
| Goldman Sachs Group | $652,827 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 178 holders, 13.11M shares, $909.27M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API