INVESCO LARGE CAP VALUE ETF (PWV) Institutional Shareholders
INVESCO LARGE CAP VALUE ETF (PWV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $913.78M in PWV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PWV tracked by InsiderSet, reporting ownership valued at approximately $246.24M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $282.70M, representing an estimated gain of +14.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed PWV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO LARGE CAP VALUE ETF (PWV).
This page ranks the largest institutional PWV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
180
Total Reported Value
$913.78M
Largest Holder
Morgan Stanley
Largest Position
$246.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
151
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,532,400 | $246,243,666 | $282,697,972 | +$36,454,306 | +14.80% | |
| Lpl Financial Llc | 0.04% | 2,039,976 | $142,206,728 | $163,259,279 | +$21,052,551 | +14.80% | |
| Bank Of America Corp | 0.00% | 821,082 | $57,237,654 | $65,711,192 | +$8,473,538 | +14.80% | |
| Raymond James Financial Inc | 0.01% | 539,979 | $37,641,965 | $43,214,519 | +$5,572,554 | +14.80% | |
| Ubs Group Ag | 0.01% | 465,081 | $32,420,796 | $37,220,432 | +$4,799,636 | +14.80% | |
| Pnc Financial Services Group, Inc. | 0.02% | 442,957 | $30,878,506 | $35,449,849 | +$4,571,343 | +14.80% | |
| Arkadios Wealth Advisors | 0.45% | 387,000 | $26,977,781 | $30,971,610 | +$3,993,829 | +14.80% | |
| Iag Wealth Partners, Llc | 2.51% | 322,918 | $22,510,623 | $25,843,128 | +$3,332,505 | +14.80% | |
| Commonwealth Equity Services, Llc | 0.03% | 287,183 | $21,759,818 | $22,983,255 | +$1,223,437 | +5.62% | |
| Atlas Private Wealth Advisors | 3.93% | 239,544 | $16,698,562 | $19,170,706 | +$2,472,144 | +14.80% | |
| Spwm Advisors Llc | 14.89% | 204,744 | $16,115,379 | $16,385,662 | +$270,283 | +1.68% | |
| Stratos Investment Management, Llc | 0.59% | 210,881 | $14,700,531 | $16,876,806 | +$2,176,275 | +14.80% | |
| Envestnet Asset Management Inc | 0.00% | 203,823 | $14,208,490 | $16,311,955 | +$2,103,465 | +14.80% | |
| Cullen/Frost Bankers, Inc. | 0.12% | 161,665 | $12,249,345 | $12,938,050 | +$688,705 | +5.62% | |
| Kestra Advisory Services, Llc | 0.04% | 161,023 | $12,200,693 | $12,886,671 | +$685,978 | +5.62% | |
| Wells Fargo & Company/Mn | 0.00% | 162,155 | $11,303,846 | $12,977,265 | +$1,673,419 | +14.80% | |
| Wharton Business Group, Llc | 0.41% | 155,635 | $10,849,316 | $12,455,469 | +$1,606,153 | +14.80% | |
| Regal Investment Advisors Llc | 0.55% | 137,150 | $9,560,744 | $10,976,115 | +$1,415,371 | +14.80% | |
| Royal Bank Of Canada | 0.00% | 131,766 | $9,185,000 | $10,545,233 | +$1,360,233 | +14.81% | |
| Rockefeller Capital Management L.P. | 0.02% | 126,010 | $8,784,189 | $10,084,580 | +$1,300,391 | +14.80% | |
| Osaic Holdings, Inc. | 0.01% | 113,360 | $7,902,778 | $9,072,201 | +$1,169,423 | +14.80% | |
| Stonebridge Financial Group, Llc | 0.58% | 101,373 | $7,681,032 | $8,112,881 | +$431,849 | +5.62% | |
| Captrust Financial Advisors | 0.01% | 103,755 | $7,232,782 | $8,303,513 | +$1,070,731 | +14.80% | |
| Ullmann Wealth Partners Group, Llc | 0.75% | 103,549 | $7,218,419 | $8,287,026 | +$1,068,607 | +14.80% | |
| Equitable Holdings, Inc. | 0.05% | 107,076 | $7,128,165 | $8,569,292 | +$1,441,127 | +20.22% | |
| Private Advisor Group, Llc | 0.03% | 93,337 | $7,072,157 | $7,469,760 | +$397,603 | +5.62% | |
| Cetera Investment Advisers | 0.01% | 85,514 | $5,961,158 | $6,843,685 | +$882,527 | +14.80% | |
| Cary Street Partners Financial Llc | 0.12% | 72,693 | $5,507,942 | $5,817,621 | +$309,679 | +5.62% | |
| Mill Creek Capital Advisors, Llc | 0.10% | 69,013 | $4,810,896 | $5,523,110 | +$712,214 | +14.80% | |
| Capstone Wealth Management Group, Llc | 1.70% | 63,358 | $4,800,585 | $5,070,541 | +$269,956 | +5.62% | |
| Agh Wealth Advisors, Llc | 2.60% | 54,415 | $4,124,249 | $4,354,832 | +$230,583 | +5.59% | |
| Cooksen Wealth, Llc | 2.46% | 51,511 | $3,902,988 | $4,122,425 | +$219,437 | +5.62% | |
| Farther Finance Advisors, Llc | 0.03% | 49,624 | $3,759,989 | $3,971,409 | +$211,420 | +5.62% | |
| Horizon Family Wealth, Inc. | 1.93% | 52,364 | $3,650,295 | $4,190,691 | +$540,396 | +14.80% | |
| Firestone Capital Management | 0.54% | 37,363 | $2,604,555 | $2,990,161 | +$385,606 | +14.81% | |
| Parallel Advisors, Llc | 0.04% | 35,605 | $2,482,025 | $2,849,468 | +$367,443 | +14.80% | |
| Baird Financial Group, Inc. | 0.00% | 31,729 | $2,211,829 | $2,539,272 | +$327,443 | +14.80% | |
| Spire Wealth Management | 0.06% | 27,846 | $2,109,906 | $2,228,515 | +$118,609 | +5.62% | |
| Independent Advisor Alliance | 0.02% | 29,552 | $2,060,042 | $2,365,047 | +$305,005 | +14.81% | |
| Prosperity Consulting Group, Llc | 0.08% | 26,498 | $1,847,176 | $2,120,635 | +$273,459 | +14.80% | |
| Citigroup Inc | 0.00% | 26,156 | $1,823,332 | $2,093,265 | +$269,933 | +14.80% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 25,656 | $1,788,489 | $2,053,250 | +$264,761 | +14.80% | |
| Mml Investors Services, Llc | 0.00% | 25,506 | $1,778,004 | $2,041,245 | +$263,241 | +14.81% | |
| Solutions 4 Wealth, Ltd | 2.28% | 23,299 | $1,765,348 | $1,864,619 | +$99,271 | +5.62% | |
| Willner & Heller, Llc | 1.06% | 22,289 | $1,688,825 | $1,783,789 | +$94,964 | +5.62% | |
| Susquehanna International Group, Llp | 0.00% | 21,701 | $1,512,777 | $1,736,731 | +$223,954 | +14.80% | |
| Fmr Llc | 0.00% | 19,634 | $1,368,674 | $1,571,309 | +$202,635 | +14.81% | |
| Mercer Global Advisors Inc | 0.00% | 18,935 | $1,319,943 | $1,515,368 | +$195,425 | +14.81% | |
| Cpc Advisors, Llc | 0.17% | 16,858 | $1,277,331 | $1,349,146 | +$71,815 | +5.62% | |
| Jones Financial Companies Lllp | 0.00% | 18,614 | $1,274,121 | $1,489,678 | +$215,557 | +16.92% |
Frequently asked questions about PWV
Who owns the most PWV stock?
The largest holders of PWV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO LARGE CAP VALUE ETF (PWV).
Is PWV widely held by superinvestors?
Many widely followed stocks like PWV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PWV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.