Who owns PWV?
Invesco Large Cap Value ETF · Invesco
195 institutions reported holding PWV, worth $1.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PWV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $279.9M | 3,694,080 | +161,680 shares |
| LPL Financial LLC | Fort Mill, SC | $172.0M | 2,270,178 | +230,202 shares |
| Bank of America Corp. | Charlotte, NC | $62.7M | 827,805 | +6,723 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $42.8M | 564,589 | +24,610 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $37.3M | 492,625 | −27,159 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $35.0M | 461,900 | +74,900 shares |
| UBS Group AG | Zurich, Switzerland | $34.0M | 448,413 | −16,668 shares |
| IAG Wealth Partners, LLC | Waukesha, WI | $25.0M | 330,061 | +7,143 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $21.8M | 287,183 | −50,207 shares |
| Atlas Private Wealth Advisors | Red Bank, NJ | $18.7M | 246,888 | +7,344 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PWV?
195 institutional managers reported holding PWV in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Morgan Stanley, at $279.9M.
Did institutions buy or sell PWV last quarter?
Reported 13F value rose 16.9% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PWV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.