Who owns Invesco Large Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PWV from SEC Form 13F filings across 194 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 194 institutions disclosed 14.0M shares of Invesco Large Cap Value ETF worth $1.06B — about 71.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
194
13F holders
$1.06B
value, 2026 filers
71.7%
of shares outstanding (14.0M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PWV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.7M | $279.9M | 0.0% | 18.9% | +4.6% |
| 2 | LPL Financial LLC | 2.3M | $172.0M | 0.0% | 11.6% | +11.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 827,805 | $62.7M | 0.0% | 4.2% | +0.8% |
| 4 | RAYMOND JAMES FINANCIAL INC | 564,589 | $42.8M | 0.0% | 2.9% | +4.6% |
| 5 | PNC Financial Services Group, Inc. | 492,625 | $37.3M | 0.0% | 2.5% | -5.2% |
| 6 | Arkadios Wealth Advisors | 461,900 | $35.0M | 0.5% | 2.4% | +19.4% |
| 7 | UBS Group AG | 448,413 | $34.0M | 0.0% | 2.3% | -3.6% |
| 8 | IAG Wealth Partners, LLC | 330,061 | $25.0M | 2.5% | 1.7% | +2.2% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 287,183 | $21.8M | 0.0% | 1.5% | -14.9% |
| 10 | Atlas Private Wealth Advisors | 246,888 | $18.7M | 4.1% | 1.3% | +3.1% |
| 11 | Waverly Advisors, LLC | 224,439 | $17.0M | 0.1% | 1.1% | +1259.2% |
| 12 | Stratos Investment Management, LLC | 221,590 | $16.8M | 0.6% | 1.1% | +5.1% |
| 13 | SPWM Advisors LLC | 204,744 | $16.1M | 14.9% | 1% | +16.3% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 196,174 | $14.9M | 0.0% | 1% | -3.8% |
| 15 | OSAIC HOLDINGS, INC. | 163,533 | $12.4M | 0.0% | 0.8% | +44.3% |
| 16 | Cullen/Frost Bankers, Inc. | 161,665 | $12.2M | 0.1% | 0.8% | -1.2% |
| 17 | Kestra Advisory Services, LLC | 161,023 | $12.2M | 0.0% | 0.8% | -3.6% |
| 18 | WELLS FARGO & COMPANY/MN | 159,560 | $12.1M | 0.0% | 0.8% | -1.6% |
| 19 | Wharton Business Group, LLC | 155,635 | $11.8M | 0.4% | 0.8% | 0.0% |
| 20 | Regal Investment Advisors LLC | 142,748 | $10.8M | 0.6% | 0.7% | +4.1% |
| 21 | ROYAL BANK OF CANADA | 128,295 | $9.7M | 0.0% | 0.7% | -2.6% |
| 22 | Rockefeller Capital Management L.P. | 127,080 | $9.6M | 0.0% | 0.6% | +0.8% |
| 23 | Ullmann Wealth Partners Group, LLC | 103,489 | $7.8M | 0.7% | 0.5% | -0.1% |
| 24 | CAPTRUST FINANCIAL ADVISORS | 102,602 | $7.8M | 0.0% | 0.5% | -1.1% |
| 25 | Stonebridge Financial Group, LLC | 101,373 | $7.7M | 0.6% | 0.5% | -0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.