INVESCO LARGE CAP VALUE ETF PWV
$77.53
+1.4% 52w: $59.26 – $77.53
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data59.2668.3977.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
182
+1 QoQ
13F value
$918.2M
+8.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PWV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.5M | $246.2M | 0.0% | -2.3% |
| LPL Financial LLC | Bank broker | 2.0M | $142.2M | 0.0% | +10.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 821.1K | $57.2M | 0.0% | +1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 540.0K | $37.6M | 0.0% | +17.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 519.8K | $36.2M | 0.0% | -7.7% |
| UBS Group AG | Bank broker | 465.1K | $32.4M | 0.0% | -4.1% |
| Arkadios Wealth Advisors | Wealth advisor | 387.0K | $27.0M | 0.4% | +141.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 337.4K | $23.5M | 0.0% | -34.5% |
| IAG Wealth Partners, LLC | Wealth advisor | 322.9K | $22.5M | 2.5% | -0.3% |
| Atlas Private Wealth Advisors | Wealth advisor | 239.5K | $16.7M | 3.9% | +2.7% |
| Stratos Investment Management, LLC | Wealth advisor | 210.9K | $14.7M | 0.6% | +38.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 203.8K | $14.2M | 0.0% | -1.7% |
| SPWM Advisors LLC | Other | 176.1K | $12.9M | 11.2% | +10.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 167.1K | $11.6M | 0.0% | +11.6% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 163.6K | $11.4M | 0.1% | +4.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 162.2K | $11.3M | 0.0% | -2.6% |
| Wharton Business Group, LLC | Wealth advisor | 155.6K | $10.8M | 0.4% | -4.4% |
| Regal Investment Advisors LLC | Wealth advisor | 137.2K | $9.6M | 0.6% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 131.8K | $9.2M | 0.0% | -6.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 126.0K | $8.8M | 0.0% | -5.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 113.4K | $7.9M | 0.0% | +6.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 103.8K | $7.2M | 0.0% | +5.2% |
| Ullmann Wealth Partners Group, LLC | Wealth advisor | 103.5K | $7.2M | 0.7% | -4.4% |
| Equitable Holdings, Inc. | Wealth advisor | 107.1K | $7.1M | 0.0% | +1.2% |
| Stonebridge Financial Group, LLC | Wealth advisor | 102.1K | $7.1M | 0.6% | -4.8% |
| Private Advisor Group, LLC | Wealth advisor | 95.0K | $6.6M | 0.0% | +26.3% |
| Cetera Investment Advisers | Wealth advisor | 85.5K | $6.0M | 0.0% | -1.6% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 70.1K | $4.9M | 0.1% | +121.5% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 69.0K | $4.8M | 0.1% | Held |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Wealth advisor | 68.3K | $4.8M | 2.0% | +1.2% |
| AGH Wealth Advisors, LLC | Other | 52.5K | $3.7M | 2.7% | +2.7% |
| Horizon Family Wealth, Inc. | Wealth advisor | 52.4K | $3.7M | 1.9% | +0.5% |
| Cooksen Wealth, LLC | Wealth advisor | 51.5K | $3.6M | 2.6% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 49.9K | $3.5M | 0.0% | +14.6% |
| JPMORGAN CHASE & CO | Bank broker | 46.5K | $3.2M | 0.0% | +0.5% |
| Firestone Capital Management | Wealth advisor | 37.4K | $2.6M | 0.5% | Held |
| Parallel Advisors, LLC | Wealth advisor | 35.6K | $2.5M | 0.0% | -0.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 31.7K | $2.2M | 0.0% | -1.6% |
| Spire Wealth Management | Wealth advisor | 30.8K | $2.1M | 0.1% | +0.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 30.2K | $2.1M | 0.0% | +4.7% |
| Independent Advisor Alliance | Wealth advisor | 29.6K | $2.1M | 0.0% | +605.0% |
| Prosperity Consulting Group, LLC | Wealth advisor | 26.5K | $1.8M | 0.1% | Held |
| CITIGROUP INC | Bank broker | 26.2K | $1.8M | 0.0% | +61.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 25.7K | $1.8M | 0.0% | -4.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 25.5K | $1.8M | 0.0% | -4.9% |
| Evolution Advisers, Inc. | Wealth advisor | 23.8K | $1.7M | 0.7% | -2.1% |
| WILLNER & HELLER, LLC | Other | 22.2K | $1.5M | 1.2% | -0.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.7K | $1.5M | 0.0% | +155.0% |
| FMR LLC | Long only active | 19.6K | $1.4M | 0.0% | +5.5% |
| Solutions 4 Wealth, Ltd | Wealth advisor | 19.0K | $1.3M | 2.0% | +94.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.