Catatan efek · kuartal yang diarsipkan
PWV
Invesco Large Cap Value ETF · Financial Services · Asset Management
45Pemegang yang dilacak
+3Δ pemegang
10.02MSaham yang dipegang
$759.64MNilai yang dilaporkan
+3Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.1% ·
aliran saham +5.0% ·
posisi baru bersih +6.7%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +3 | 10.02M | $759.64M | +3 | — |
| Q1 2026 | 43 | +1 | 9.55M | $665.89M | +2 | −1 |
| Q4 2025 | 42 | -1 | 9.55M | $635.11M | — | −1 |
| Q3 2025 | 7 | +1 | 3.82M | $248.91M | +1 | — |
| Q2 2025 | 3 | 0 | 30.96K | $1.92M | — | — |
| Q1 2025 | 1 | +1 | 12.15K | $722,927 | +1 | — |
| Q2 2024 | 1 | — | 6.25K | $344,110 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.69M | +4.6% | $279.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.69M | +4.6% | $279.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.69M | +4.6% | $279.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 2.27M | +11.3% | $172.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 827.80K | +0.8% | $62.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 827.80K | +0.8% | $62.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 827.80K | +0.8% | $62.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 564.59K | +4.6% | $42.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 564.59K | +4.6% | $42.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 492.62K | -5.2% | $37.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 448.41K | -3.6% | $33.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 287.18K | -14.9% | $21.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 196.17K | -3.8% | $14.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 163.53K | +44.3% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 159.56K | -1.6% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 159.56K | -1.6% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 128.29K | -2.6% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 127.08K | +0.8% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 102.60K | -1.1% | $7.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 86.59K | +1.3% | $6.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 48.84K | +5.1% | $3.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 48.84K | +5.1% | $3.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 48.84K | +5.1% | $3.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Citigroup Inc | 41.83K | +59.9% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 39.10K | Baru | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 35.52K | +90.8% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 33.13K | +75.0% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 31.74K | 0.0% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 28.58K | +12.1% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 26.02K | +1.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 21.63K | +10.2% | $1.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Creative Planning | 18.52K | +73.3% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Focus Partners Wealth | 18.08K | -0.7% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 15.69K | +0.5% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 14.41K | +1.2% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 14.41K | +1.2% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 14.22K | 0.0% | $1.08M | 0.0% | Held | 6 | SEC ↗ |
| 43 | Fifth Third Bancorp | 13.16K | -0.7% | $997,314 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 11.20K | -1.0% | $848,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 10.91K | -1.2% | $826,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Stifel Financial Corp | 10.91K | -1.2% | $826,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 10.38K | Baru | $786,493 | 0.0% | New | 1 | SEC ↗ |
| 48 | BlackRock ✦ (pasif) | 8.07K | +303.6% | $611,540 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 7.83K | -63.9% | $593,582 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Truist Financial Corp | 5.08K | 0.0% | $385,063 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 3.97K | +0.2% | $301,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Marshall Wace ✦ | 3.89K | Baru | $294,972 | 0.0% | New | 1 | SEC ↗ |
| 53 | Marshall Wace ✦ | 3.89K | Baru | $294,972 | 0.0% | New | 1 | SEC ↗ |
| 54 | Wealth Enhancement Advisory… | 3.71K | +4.4% | $289,271 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 2.69K | 0.0% | $203,821 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Us Bancorp \De\ | 2.66K | -6.9% | $201,776 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 2.27K | -43.6% | $171,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Allspring Global Investments… | 1.15K | +109.1% | $88,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Blair William & Co/Il | 850 | 0.0% | $64,405 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Franklin Resources Inc | 299 | 0.0% | $22,655 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 67 | +318.8% | $5,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Two Sigma Investments | $2.96M | 0.0% |
| Citadel Advisors | $786,493 | 0.0% |
| Marshall Wace | $294,972 | 0.0% |
| Marshall Wace | $294,972 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 178 pemegang, 13.11M saham, $909.27M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API