PWV Institutional Ownership & Shareholders
INVESCO LARGE CAP VALUE ETF (PWV) is currently held by 193 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PWV tracked by InsiderSet, reporting ownership valued at approximately $279.90M in its June 30, 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 $298.63M, representing an estimated gain of +6.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
193
Total Reported Value
$1.07B
Largest Holder
Morgan Stanley
Largest Position
$279.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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% | 3,694,080 | $279,900,492 | $298,629,427 | +$18,728,935 | +6.69% | |
| Lpl Financial Llc | 0.04% | 2,270,178 | $172,011,371 | $183,521,190 | +$11,509,819 | +6.69% | |
| Bank Of America Corp | 0.00% | 827,805 | $62,722,777 | $66,919,756 | +$4,196,979 | +6.69% | |
| Raymond James Financial Inc | 0.01% | 564,589 | $42,778,899 | $45,641,375 | +$2,862,476 | +6.69% | |
| Arkadios Wealth Advisors | 0.54% | 461,900 | $34,998,165 | $37,339,996 | +$2,341,831 | +6.69% | |
| Ubs Group Ag | 0.01% | 448,413 | $33,976,253 | $36,249,707 | +$2,273,454 | +6.69% | |
| Pnc Financial Services Group, Inc. | 0.02% | 416,988 | $31,595,199 | $33,709,310 | +$2,114,111 | +6.69% | |
| Iag Wealth Partners, Llc | 2.48% | 330,061 | $25,008,693 | $26,682,131 | +$1,673,438 | +6.69% | |
| Commonwealth Equity Services, Llc | 0.03% | 287,183 | $21,759,818 | $23,215,874 | +$1,456,056 | +6.69% | |
| Atlas Private Wealth Advisors | 4.06% | 246,034 | $18,772,401 | $19,889,389 | +$1,116,988 | +5.95% | |
| Waverly Advisors, Llc | 0.10% | 224,439 | $17,005,742 | $18,143,649 | +$1,137,907 | +6.69% | |
| Stratos Investment Management, Llc | 0.61% | 221,590 | $16,789,926 | $17,913,336 | +$1,123,410 | +6.69% | |
| Spwm Advisors Llc | 14.89% | 204,744 | $16,115,379 | $16,551,505 | +$436,126 | +2.71% | |
| Envestnet Asset Management Inc | 0.00% | 196,174 | $14,864,138 | $15,858,706 | +$994,568 | +6.69% | |
| Osaic Holdings, Inc. | 0.01% | 163,533 | $12,392,586 | $13,220,008 | +$827,422 | +6.68% | |
| Cullen/Frost Bankers, Inc. | 0.12% | 160,664 | $12,258,662 | $12,988,078 | +$729,416 | +5.95% | |
| Kestra Advisory Services, Llc | 0.04% | 161,023 | $12,200,693 | $13,017,099 | +$816,406 | +6.69% | |
| Wells Fargo & Company/Mn | 0.00% | 159,560 | $12,089,840 | $12,898,830 | +$808,990 | +6.69% | |
| Wharton Business Group, Llc | 0.39% | 155,635 | $11,792,000 | $12,581,533 | +$789,533 | +6.70% | |
| Regal Investment Advisors Llc | 0.56% | 142,748 | $10,816,048 | $11,539,748 | +$723,700 | +6.69% | |
| Concurrent Investment Advisors, Llc | 0.07% | 130,165 | $9,931,542 | $10,522,539 | +$590,997 | +5.95% | |
| Royal Bank Of Canada | 0.00% | 128,295 | $9,721,000 | $10,371,368 | +$650,368 | +6.69% | |
| Rockefeller Capital Management L.P. | 0.01% | 127,080 | $9,628,865 | $10,273,147 | +$644,282 | +6.69% | |
| Ullmann Wealth Partners Group, Llc | 0.71% | 103,489 | $7,841,348 | $8,366,051 | +$524,703 | +6.69% | |
| Captrust Financial Advisors | 0.01% | 102,602 | $7,774,120 | $8,294,346 | +$520,226 | +6.69% | |
| Stonebridge Financial Group, Llc | 0.56% | 100,095 | $7,637,259 | $8,091,680 | +$454,421 | +5.95% | |
| Private Advisor Group, Llc | 0.03% | 93,337 | $7,072,157 | $7,545,363 | +$473,206 | +6.69% | |
| Avaii Wealth Management, Llc | 1.98% | 89,491 | $6,862,198 | $7,234,452 | +$372,254 | +5.42% | |
| Cetera Investment Advisers | 0.01% | 86,590 | $6,560,953 | $6,999,936 | +$438,983 | +6.69% | |
| Equitable Holdings, Inc. | 0.04% | 84,548 | $6,406,171 | $6,834,860 | +$428,689 | +6.69% | |
| Cary Street Partners Financial Llc | 0.12% | 72,693 | $5,507,942 | $5,876,502 | +$368,560 | +6.69% | |
| Mill Creek Capital Advisors, Llc | 0.10% | 69,013 | $4,810,896 | $5,579,011 | +$768,115 | +15.97% | |
| Capstone Wealth Management Group, Llc | 1.70% | 63,358 | $4,800,585 | $5,121,861 | +$321,276 | +6.69% | |
| Horizon Family Wealth, Inc. | 1.82% | 52,645 | $3,988,910 | $4,255,822 | +$266,912 | +6.69% | |
| Agh Wealth Advisors, Llc | 2.29% | 51,815 | $3,954,774 | $4,188,725 | +$233,951 | +5.92% | |
| Cooksen Wealth, Llc | 2.42% | 50,894 | $3,945,812 | $4,114,271 | +$168,459 | +4.27% | |
| Jpmorgan Chase & Co | 0.00% | 48,843 | $3,746,747 | $3,948,468 | +$201,721 | +5.38% | |
| Farther Finance Advisors, Llc | 0.02% | 44,658 | $3,407,397 | $3,610,153 | +$202,756 | +5.95% | |
| Citigroup Inc | 0.00% | 41,832 | $3,169,616 | $3,381,699 | +$212,083 | +6.69% | |
| Two Sigma Investments, Lp | 0.00% | 39,100 | $2,962,607 | $3,160,844 | +$198,237 | +6.69% | |
| Firestone Capital Management | 0.53% | 37,363 | $2,830,973 | $3,020,425 | +$189,452 | +6.69% | |
| Jones Financial Companies Lllp | 0.00% | 35,524 | $2,735,379 | $2,871,760 | +$136,381 | +4.99% | |
| Parallel Advisors, Llc | 0.04% | 35,605 | $2,697,791 | $2,878,308 | +$180,517 | +6.69% | |
| Mercer Global Advisors Inc | 0.00% | 33,131 | $2,510,367 | $2,678,310 | +$167,943 | +6.69% | |
| Baird Financial Group, Inc. | 0.00% | 31,742 | $2,405,091 | $2,566,023 | +$160,932 | +6.69% | |
| Basso Capital Management, L.P. | 0.53% | 29,601 | $2,258,549 | $2,392,945 | +$134,396 | +5.95% | |
| Mml Investors Services, Llc | 0.00% | 28,583 | $2,165,730 | $2,310,650 | +$144,920 | +6.69% | |
| Spire Wealth Management | 0.07% | 28,053 | $2,140,459 | $2,267,805 | +$127,346 | +5.95% | |
| Prosperity Consulting Group, Llc | 0.08% | 26,498 | $2,007,753 | $2,142,098 | +$134,345 | +6.69% | |
| Ameritas Advisory Services, Llc | 0.04% | 24,130 | $1,828,293 | $1,950,669 | +$122,376 | +6.69% |
Frequently asked questions about PWV
Who are the largest institutional holders of PWV?
The largest institutional holders of PWV reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Raymond James Financial Inc, and Arkadios Wealth Advisors. InsiderSet ranks institutional holders by their latest reported PWV position.
What is PWV institutional ownership?
This page tracks PWV positions reported by institutional investment managers through SEC Form 13F. INVESCO LARGE CAP VALUE ETF (PWV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PWV?
InsiderSet currently tracks 193 institutional managers reporting PWV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PWV shareholders.
How much PWV stock do institutions own?
Institutional investment managers disclosed approximately $1.07B in PWV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PWV institutional ownership last updated?
The latest PWV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PWV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PWV position after the reporting date.
Are institutions buying or selling PWV?
Institutional buying and selling can be analyzed by comparing PWV positions across consecutive 13F reporting periods. InsiderSet's PWV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PWV ownership changes.
How has PWV institutional ownership changed over time?
InsiderSet tracks PWV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.