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Invesco Large Cap Value ETF (PWV)

CUSIP: 46137V738 | NYSE | 412 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC271,275
0.0% of portfolio›$20.7M
Atlas Private Wealth Advisors246,034
4.1% of portfolio›$18.8M
Kestra Advisory Services, LLC190,448
0.0% of portfolio›$14.5M
Cullen T Bankers, Inc.160,664
0.1% of portfolio›$12.3M
Concurrent Investment Advisors, LLC130,165
0.1% of portfolio›$9.9M
Ullmann Wealth Partners Group, LLC102,874
0.7% of portfolio›$7.8M
Stonebridge Financial Group, LLC100,095
0.6% of portfolio›$7.6M
Avaii Wealth Management, LLC89,491
2.0% of portfolio›$6.9M
Capstone Wealth Management Group, LLC63,837
1.8% of portfolio›$4.2M
Rose Capital Advisors LLC58,622
1.1% of portfolio›$4.5M
AGH Wealth Advisors, LLC51,815
2.3% of portfolio›$4.0M
Cooksen Wealth, LLC50,894
2.4% of portfolio›$3.9M
Citigroup Inc47,244
0.0% of portfolio›$3.6M
Farther Finance Advisors, LLC44,658
0.0% of portfolio›$3.4M
Firestone Capital Management37,233
0.5% of portfolio›$2.8M
Parallel Advisors, LLC35,605
0.0% of portfolio›$2.7M
Cambridge Investment Research Advisors, Inc.29,695
0.0% of portfolio›$2.3M
Basso Capital Management, L.P.29,601
0.5% of portfolio›$2.3M
Solutions 4 Wealth, Ltd28,393
2.6% of portfolio›$2.2M
Spire Wealth Management28,053
0.1% of portfolio›$2.1M
Cornell Pochily Investment Advisors, Inc.23,382
0.5% of portfolio›$1.8M
Willner & Heller, LLC22,232
1.1% of portfolio›$1.7M
Creative Planning20,921
0.0% of portfolio›$1.6M
Partners Wealth Management, LLC19,926
0.2% of portfolio›$1.5M
CPC Advisors, LLC16,858
0.2% of portfolio›$1.3M
Prospera Financial Services Inc16,854
0.0% of portfolio›$1.4M
71 West Capital Partners15,369
0.0% of portfolio›$1.2M
Schuylkill Financial LLC15,135
1.1% of portfolio›$1.2M
Financial Solutions Advisory Group, Inc.14,490
0.1% of portfolio›$1.2M
Fifth Third Bancorp14,083
0.0% of portfolio›$1.1M
Paragon Private Wealth Management, LLC13,499
0.3% of portfolio›$1.0M
Jnba Financial Advisors13,382
0.1% of portfolio›$1.0M
Howard Wealth Management, LLC12,872
0.4% of portfolio›$982.1K
Cornerstone Wealth Management, LLC11,799
0.0% of portfolio›$900.3K
Lido Advisors, LLC11,205
0.0% of portfolio›$855.0K
MSH Capital Advisors LLC10,387
0.1% of portfolio›$792.5K
Retirement Investment Advisors, Inc.10,368
0.1% of portfolio›$791.1K
Armbruster Capital Management, Inc.10,117
0.1% of portfolio›$771.9K
Oppenheimer & Co Inc9,951
0.0% of portfolio›$759.3K
SimpliFi, Inc.9,896
0.3% of portfolio›$755.1K
Caldwell Trust Co9,590
0.1% of portfolio›$731.7K
Wealth Enhancement Advisory Services, LLC9,367
0.0% of portfolio›$731.5K
Harmony Asset Management LLC9,042
0.2% of portfolio›$689.9K
Stonebridge Wealth Management, LLC7,671
0.5% of portfolio›$585.3K
RDA Financial Network7,125
0.1% of portfolio›$543.6K
First Heartland Consultants, Inc.6,596
0.0% of portfolio›$503.3K
Tctc Holdings, LLC6,547
0.0% of portfolio›$499.5K
MCF Advisors LLC6,500
0.0% of portfolio›$496.0K
Wedmont Private Capital6,223
0.0% of portfolio›$486.0K
Atria Investments, Inc6,141
0.0% of portfolio›$468.6K
Rockwood Wealth Management, LLC6,049
0.0% of portfolio›$461.6K
Parker Financial LLC5,917
0.2% of portfolio›$451.5K
Creative Financial Designs Inc5,916
0.0% of portfolio›$451.4K
Financial Perspectives, Inc5,472
0.1% of portfolio›$417.5K
Greenleaf Trust5,388
0.0% of portfolio›$411.1K
SeaCrest Wealth Management, LLC5,271
0.0% of portfolio›$402.2K
Truist Financial Corp5,082
0.0% of portfolio›$387.8K
J.W. Cole Advisors, Inc.4,884
0.0% of portfolio›$372.7K
Hegarty Advisors, LLC4,882
0.2% of portfolio›$372.5K
Dodds Wealth, LLC4,875
0.1% of portfolio›$372.0K
True Wealth Design, LLC4,584
0.1% of portfolio›$349.8K
Redwood Financial Network Corp4,405
0.2% of portfolio›$336.1K
Goldstein Advisors, LLC4,039
0.0% of portfolio›$308.2K
Grimes & Co Wealth Management, LLC3,842
0.0% of portfolio›$293.1K
MRA Advisory Group3,740
0.1% of portfolio›$285.4K
Wesbanco Bank Inc3,733
0.0% of portfolio›$284.8K
Kestra Private Wealth Services, LLC3,686
0.0% of portfolio›$281.2K
SteelPeak Wealth, LLC3,541
0.0% of portfolio›$270.2K
M Holdings Securities, Inc.3,491
0.0% of portfolio›$281
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,397
0.0% of portfolio›$259.2K
IVC Wealth Advisors LLC3,334
0.1% of portfolio›$254.4K
Nestegg Advisors, Inc.3,241
0.2% of portfolio›$247.3K
Wealth Group Ltd3,165
0.0% of portfolio›$242.7K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,063
0.0% of portfolio›$233.7K
Cypress Capital Group3,047
0.0% of portfolio›$232.5K
Private Trust Co NA3,018
0.0% of portfolio›$230.3K
Thompson Siegel & Walmsley LLC2,922
0.0% of portfolio›$223.0K
Key FInancial Inc2,785
0.0% of portfolio›$212.5K
Silverlake Wealth Management LLC2,722
0.0% of portfolio›$207.7K
Peak Financial Management, Inc.2,700
0.0% of portfolio›$206.0K
US Bancorp \de\2,663
0.0% of portfolio›$203.2K
Sims Investment Management, LLC2,655
0.1% of portfolio›$202.6K
Harbor Asset Planning, Inc.2,638
0.2% of portfolio›$201.3K
Citizens Financial Group Inc2,623
0.0% of portfolio›$200.1K
Eastern Bank1,710
0.0% of portfolio›$130.5K
CX Institutional1,487
0.0% of portfolio›$113
Blueline Advisors LLC1,332
0.1% of portfolio›$101.6K
EverSource Wealth Advisors, LLC1,295
0.0% of portfolio›$98.8K
Cordgrass Capital Advisors, LLC1,175
0.0% of portfolio›$89.7K
Allspring Global Investments Holdings, LLC1,150
0.0% of portfolio›$88.0K
Yankcom Partnership1,077
0.0% of portfolio›$82.2K
Owl Creek Wealth Partners LLC708
0.0% of portfolio›$54.0K
Capital Investment Advisory Services, LLC670
0.0% of portfolio›$51.1K
Ascentis Wealth Management, LLC658
0.0% of portfolio›$50.2K
Lanark Financial, Inc.650
0.0% of portfolio›$49.6K
Beacon Capital Management, Inc.574
0.0% of portfolio›$43.8K
Armstrong Advisory Group, Inc478
0.0% of portfolio›$36.5K
IFP Advisors, Inc366
0.0% of portfolio›$27.9K
NBZ Investment Advisors LLC335
0.0% of portfolio›$25.6K
Farmers & Merchants Investments Inc320
0.0% of portfolio›$24.4K
Noble Wealth Management PBC275
0.0% of portfolio›$21.0K
Fortitude Family Office, LLC235
0.0% of portfolio›$17.9K
Plante Moran Financial Advisors, LLC229
0.0% of portfolio›$17.5K
Jacobi Capital Management LLC95
0.0% of portfolio›$7.3K
Quest 10 Wealth Builders, Inc.58
0.0% of portfolio›$4.4K
Heritage Family Offices, LLP40
0.0% of portfolio›$3.1K
Signaturefd, LLC17
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
271,275$20.7M0.0%ETFLowWaltham, MA2026-11-02
Atlas Private Wealth Advisors
246,034$18.8M4.1%ETFLowRed Bank, NJ2026-10-23
Kestra Advisory Services, LLC
190,448$14.5M0.0%CoreLowAustin, TX2026-11-02
Cullen T Bankers, Inc.
160,664$12.3M0.1%GrowthLowSan Antonio, TX2026-10-28
Concurrent Investment Advisors, LLC
130,165$9.9M0.1%GrowthMediumTampa, FL2026-10-16
Ullmann Wealth Partners Group, LLC
102,874$7.8M0.7%ETFLowJacksonville Beach, FL2026-11-02
Stonebridge Financial Group, LLC
100,095$7.6M0.6%ETFMediumWormleysburg, PA2026-10-01
Avaii Wealth Management, LLC
89,491$6.9M2.0%ETFMediumAppleton, WI2026-10-09
Capstone Wealth Management Group, LLC
63,837$4.2M1.8%ETFMediumDunmore, PA2026-11-05
Rose Capital Advisors LLC
58,622$4.5M1.1%ETFN/AMiami Beach, FL2026-11-04
AGH Wealth Advisors, LLC
51,815$4.0M2.3%GrowthLowWichita, KS2026-10-26
Cooksen Wealth, LLC
50,894$3.9M2.4%ETFVery LowThe Woodlands, TX2026-10-13
Citigroup Inc
47,244$3.6M0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
44,658$3.4M0.0%IndexLowSan Francisco, CA2026-10-08
Firestone Capital Management
37,233$2.8M0.5%ETFVery LowSouth Miami, FL2026-11-03
Parallel Advisors, LLC
35,605$2.7M0.0%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
29,695$2.3M0.0%ETFLowFairfield, IA2026-11-02
Basso Capital Management, L.P.
29,601$2.3M0.5%ETFMediumStamford, CT2026-10-30
Solutions 4 Wealth, Ltd
28,393$2.2M2.6%ETFMediumSouthlake, TX2026-11-03
Spire Wealth Management
28,053$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Cornell Pochily Investment Advisors, Inc.
23,382$1.8M0.5%CoreLowIthaca, NY2026-10-19
Willner & Heller, LLC
22,232$1.7M1.1%GrowthLowEncino, CA2026-10-28
Creative Planning
20,921$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Partners Wealth Management, LLC
19,926$1.5M0.2%CoreLowCarmel By The Sea, CA2026-10-28
CPC Advisors, LLC
16,858$1.3M0.2%ETFMediumAtlanta, GA2026-10-21
Prospera Financial Services Inc
16,854$1.4M0.0%CoreMediumDallas, TX2026-11-04
71 West Capital Partners
15,369$1.2M0.0%IndexVery LowBoston, MA2026-11-04
Schuylkill Financial LLC
15,135$1.2M1.1%ETFN/AWyomissing, PA2026-10-21
Financial Solutions Advisory Group, Inc.
14,490$1.2M0.1%ETFMediumChicago, IL2026-10-28
Fifth Third Bancorp
14,083$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Paragon Private Wealth Management, LLC
13,499$1.0M0.3%GrowthLowLexington, KY2026-10-20
Jnba Financial Advisors
13,382$1.0M0.1%ETFMediumBloomington, MN2026-11-03
Howard Wealth Management, LLC
12,872$982.1K0.4%ETFVery LowMadison, CT2026-10-28
Cornerstone Wealth Management, LLC
11,799$900.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Lido Advisors, LLC
11,205$855.0K0.0%GrowthLowLos Angeles, CA2026-11-04
MSH Capital Advisors LLC
10,387$792.5K0.1%CoreLowScottsdale, AZ2026-11-03
Retirement Investment Advisors, Inc.
10,368$791.1K0.1%ETFVery LowOklahoma City, OK2026-10-22
Armbruster Capital Management, Inc.
10,117$771.9K0.1%ETFVery LowPittsford, NY2026-10-19
Oppenheimer & Co Inc
9,951$759.3K0.0%CoreLowNew York, NY2026-10-26
SimpliFi, Inc.
9,896$755.1K0.3%ETFMediumSan Diego, CA2026-10-28
Caldwell Trust Co
9,590$731.7K0.1%GrowthLowVenice, FL2026-10-30
Wealth Enhancement Advisory Services, LLC
9,367$731.5K0.0%CoreLowPlymouth, MN2026-10-13
Harmony Asset Management LLC
9,042$689.9K0.2%GrowthMediumScottsdale, AZ2026-10-20
Stonebridge Wealth Management, LLC
7,671$585.3K0.5%ETFLowOak Brook, IL2026-10-09
RDA Financial Network
7,125$543.6K0.1%GrowthMediumAkron, IA2026-10-15
First Heartland Consultants, Inc.
6,596$503.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
Tctc Holdings, LLC
6,547$499.5K0.0%ValueVery LowDallas, TX2026-11-02
MCF Advisors LLC
6,500$496.0K0.0%ETFLowLexington, KY2026-10-28
Wedmont Private Capital
6,223$486.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Atria Investments, Inc
6,141$468.6K0.0%CoreMediumCharlotte, NC2026-10-15
Rockwood Wealth Management, LLC
6,049$461.6K0.0%ETFVery LowNew Hope, PA2026-10-27
Parker Financial LLC
5,917$451.5K0.2%ETFVery LowSilverdale, WA2026-11-05
Creative Financial Designs Inc
5,916$451.4K0.0%ETFMediumKokomo, IN2026-11-04
Financial Perspectives, Inc
5,472$417.5K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Greenleaf Trust
5,388$411.1K0.0%CoreLowKalamazoo, MI2026-10-29
SeaCrest Wealth Management, LLC
5,271$402.2K0.0%GrowthLowPurchase, NY2026-10-21
Truist Financial Corp
5,082$387.8K0.0%CoreLowCharlotte, NC2026-10-30
J.W. Cole Advisors, Inc.
4,884$372.7K0.0%IndexLowTampa, FL2026-11-05
Hegarty Advisors, LLC
4,882$372.5K0.2%ETFVery LowGarden City, NY2026-10-20
Dodds Wealth, LLC
4,875$372.0K0.1%ETFVery LowGreenwood Village, CO2026-11-02
True Wealth Design, LLC
4,584$349.8K0.1%ETFMediumAkron, OH2026-10-13
Redwood Financial Network Corp
4,405$336.1K0.2%ETFLowSolon, OH2026-11-03
Goldstein Advisors, LLC
4,039$308.2K0.0%ETFMediumMadison, WI2026-10-15
Grimes & Co Wealth Management, LLC
3,842$293.1K0.0%CoreLowWestborough, MA2026-10-29
MRA Advisory Group
3,740$285.4K0.1%ETFMediumParsippany, NJ2026-10-07
Wesbanco Bank Inc
3,733$284.8K0.0%CoreLowWheeling, WV2026-11-04
Kestra Private Wealth Services, LLC
3,686$281.2K0.0%GrowthLowAustin, TX2026-10-30
SteelPeak Wealth, LLC
3,541$270.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
M Holdings Securities, Inc.
3,491$2810.0%ETFHighPortland, OR2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,397$259.2K0.0%GrowthVery LowSeattle, WA2026-10-27
IVC Wealth Advisors LLC
3,334$254.4K0.1%GrowthLowSilverdale, PA2026-10-23
Nestegg Advisors, Inc.
3,241$247.3K0.2%ETFLowHauppauge, NY2026-10-21
Wealth Group Ltd
3,165$242.7K0.0%ETFLowEden Prairie, MN2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
3,063$233.7K0.0%ETFMediumWestlake, OH2026-10-14
Cypress Capital Group
3,047$232.5K0.0%CoreLowPalm Beach, FL2026-11-03
Private Trust Co NA
3,018$230.3K0.0%CoreLowCleveland, OH2026-10-20
Thompson Siegel & Walmsley LLC
2,922$223.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
Key FInancial Inc
2,785$212.5K0.0%ETFLowWest Chester, PA2026-11-02
Silverlake Wealth Management LLC
2,722$207.7K0.0%ETFLowWilliston, VT2026-10-21
Peak Financial Management, Inc.
2,700$206.0K0.0%ETFVery LowWellesley, MA2026-10-16
US Bancorp \de\
2,663$203.2K0.0%IndexLowMinneapolis, MN2026-11-05
Sims Investment Management, LLC
2,655$202.6K0.1%ETFVery LowCincinnati, OH2026-10-13
Harbor Asset Planning, Inc.
2,638$201.3K0.2%ETFVery LowBelmont, MA2026-10-23
Citizens Financial Group Inc
2,623$200.1K0.0%GrowthLowProvidence, RI2026-10-23
Eastern Bank
1,710$130.5K0.0%GrowthMediumBoston, MA2026-10-05
CX Institutional
1,487$1130.0%CoreMediumAuburn, IN2026-10-02
Blueline Advisors LLC
1,332$101.6K0.1%ETFLowExeter, NH2026-10-15
EverSource Wealth Advisors, LLC
1,295$98.8K0.0%CoreMediumBirmingham, AL2026-11-04
Cordgrass Capital Advisors, LLC
1,175$89.7K0.0%CoreLowRaleigh, NC2026-10-30
Allspring Global Investments Holdings, LLC
1,150$88.0K0.0%CoreMediumCharlotte, NC2026-11-04
Yankcom Partnership
1,077$82.2K0.0%CoreVery LowYankton, SD2026-10-15
Owl Creek Wealth Partners LLC
708$54.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Capital Investment Advisory Services, LLC
670$51.1K0.0%CoreMediumRaleigh, NC2026-10-30
Ascentis Wealth Management, LLC
658$50.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Lanark Financial, Inc.
650$49.6K0.0%CoreMediumBirmingham, AL2026-10-26
Beacon Capital Management, Inc.
574$43.8K0.0%ETFMediumDayton, OH2026-10-13
Armstrong Advisory Group, Inc
478$36.5K0.0%ETFHighNeedham, MA2026-10-09
IFP Advisors, Inc
366$27.9K0.0%GrowthLowTampa, FL2026-10-16
NBZ Investment Advisors LLC
335$25.6K0.0%ETFLowKnoxville, TN2026-10-30
Farmers & Merchants Investments Inc
320$24.4K0.0%CoreVery LowLincoln, NE2026-10-22
Noble Wealth Management PBC
275$21.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Fortitude Family Office, LLC
235$17.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Plante Moran Financial Advisors, LLC
229$17.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Jacobi Capital Management LLC
95$7.3K0.0%CoreLowPittston, PA2026-11-05
Quest 10 Wealth Builders, Inc.
58$4.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
Heritage Family Offices, LLP
40$3.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Signaturefd, LLC
17$1.3K0.0%IndexLowAtlanta, GA2026-10-23