证券记录
PWV
Invesco Large Cap Value ETF · Financial Services · Asset Management
45被追踪持有人
+3Δ持有人
10.02M持有股份
$759.64M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 +5.0% ·
净新建仓位 +6.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $786,493 | 0.0% | New | 1 | SEC ↗ |
| 48 | BlackRock ✦ (被动) | 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 | 新增 | $294,972 | 0.0% | New | 1 | SEC ↗ |
| 53 | Marshall Wace ✦ | 3.89K | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| 本季度无被追踪的退出仓位。 |
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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据