Vault-13

INVESCO EXCHANGE TRADED FD T PWV

LARGE CAP VALUE · ETP · CUSIP 46137V738

195 institutional holders +12 vs Q1 2026
14,055,59814.1m shares reported held*
$1.1bnreported value*
20 new 61 added 44 reduced 7 sold out net bought ≈ $68.1m (+898.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($201.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.83.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 132Q4 22: 145Q1 23: 140Q2 23: 135Q3 23: 133Q4 23: 139Q1 24: 142Q2 24: 149Q3 24: 159Q4 24: 160Q1 25: 161Q2 25: 170Q3 25: 170Q4 25: 181Q1 26: 183Q2 26: 195195Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022132
Q4 2022145
Q1 2023140
Q2 2023135
Q3 2023133
Q4 2023139
Q1 2024142
Q2 2024149
Q3 2024159
Q4 2024160
Q1 2025161
Q2 2025170
Q3 2025170
Q4 2025181
Q1 2026183
Q2 2026195

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 62 bought or addedQ3 24: 41 cut or sold outQ4 24: 47 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 52 cut or sold outQ2 25: 63 bought or addedQ2 25: 48 cut or sold outQ2 25Q3 25: 62 bought or addedQ3 25: 46 cut or sold outQ4 25: 66 bought or addedQ4 25: 53 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 59 cut or sold outQ2 26: 81 bought or addedQ2 26: 51 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246241
Q4 20244758
Q1 20256352
Q2 20256348
Q3 20256246
Q4 20256653
Q1 20266259
Q2 20268151

Biggest buyers

LPL Financial LLC Added +230,202+230.2k
Waverly Advisors, LLC Added +207,927+207.9k
MORGAN STANLEY Added +161,680+161.7k
Arkadios Wealth Advisors Added +74,900+74.9k
Pathstone Holdings, LLC New +69,013+69.0k
OSAIC HOLDINGS, INC. Added +50,173+50.2k
TWO SIGMA INVESTMENTS, LP New +39,100+39.1k
SPWM Advisors LLC Added +28,627+28.6k
Cambridge Investment Research Advisors, Inc. Added +27,228+27.2k
RAYMOND JAMES FINANCIAL INC Added +24,610+24.6k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -50,207-50.2k
PNC Financial Services Group, Inc. Reduced -27,159-27.2k
Independent Advisor Alliance Reduced -25,203-25.2k
Equitable Holdings, Inc. Reduced -22,528-22.5k
UBS Group AG Reduced -16,668-16.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,867-13.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -7,649-7.6k
Kestra Advisory Services, LLC Reduced -6,033-6.0k
CAPSTONE WEALTH MANAGEMENT GROUP, LLC Reduced -4,895-4.9k
WealthShield Partners, LLC Sold out -4,753-4.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,694,0803.7m $279.9m $279.9m 0.01% Added +161.7k +161,680
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,270,1782.3m $172.0m $172.0m 0.04% Added +230.2k +230,202
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 827,805827.8k $62.7m $62.7m 0.00% Added +6.7k +6,723
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 564,589564.6k $42.8m $42.8m 0.01% Added +24.6k +24,610
5 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 492,625492.6k $37.3m $37.3m 0.02% Reduced -27.2k -27,159
6 Arkadios Wealth Advisors 0.54% of their portfolio ATLANTA, GA 461,900461.9k $35.0m $35.0m 0.54% Added +74.9k +74,900
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 448,413448.4k $34.0m $34.0m 0.01% Reduced -16.7k -16,668
8 IAG Wealth Partners, LLC 2.48% of their portfolio WAUKESHA, WI 330,061330.1k $25.0m $25.0m 2.48% Added +7.1k +7,143
9 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 287,183287.2k $21.8m $21.8m 0.03% Reduced -50.2k -50,207
10 Atlas Private Wealth Advisors 4.10% of their portfolio RED BANK, NJ 246,888246.9k $18.7m $18.7m 4.10% Added +7.3k +7,344
11 Waverly Advisors, LLC 0.10% of their portfolio BIRMINGHAM, AL 224,439224.4k $17.0m $17.0m 0.10% Added +207.9k +207,927
12 Stratos Investment Management, LLC 0.61% of their portfolio BEACHWOOD, OH 221,590221.6k $16.8m $16.8m 0.61% Added +10.7k +10,709
13 SPWM Advisors LLC 14.89% of their portfolio TRAVERSE CITY, MI 204,744204.7k $16.1m $16.1m 14.89% Added +28.6k +28,627
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 196,174196.2k $14.9m $14.9m 0.00% Reduced -7.6k -7,649
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 163,533163.5k $12.4m $12.4m 0.01% Added +50.2k +50,173
16 Cullen/Frost Bankers, Inc. 0.12% of their portfolio San Antonio, TX 161,665161.7k $12.2m $12.2m 0.12% Reduced -1.9k -1,905
17 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 161,023161.0k $12.2m $12.2m 0.04% Reduced -6.0k -6,033
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 159,560159.6k $12.1m $12.1m 0.00% Reduced -2.6k -2,595
19 Wharton Business Group, LLC 0.39% of their portfolio MALVERN, PA 155,635155.6k $11.8m $11.8m 0.39% Unchanged
20 Regal Investment Advisors LLC 0.56% of their portfolio KENTWOOD, MI 142,748142.7k $10.8m $10.8m 0.56% Added +5.6k +5,598
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 128,295128.3k $9.7m $9.7m 0.00% Reduced -3.5k -3,471
22 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 127,080127.1k $9.6m $9.6m 0.01% Added +1.1k +1,070
23 Ullmann Wealth Partners Group, LLC 0.71% of their portfolio JACKSONVILLE BEACH, FL 103,489103.5k $7.8m $7.8m 0.71% Reduced -60 -60
24 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 102,602102.6k $7.8m $7.8m 0.01% Reduced -1.2k -1,153
25 Stonebridge Financial Group, LLC 0.58% of their portfolio Wormleysburg, PA 101,373101.4k $7.7m $7.7m 0.58% Reduced -729 -729
26 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 93,33793.3k $7.1m $7.1m 0.03% Reduced -1.6k -1,636
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 86,59086.6k $6.6m $6.6m 0.01% Added +1.1k +1,076
28 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 84,54884.5k $6.4m $6.4m 0.04% Reduced -22.5k -22,528
29 CARY STREET PARTNERS FINANCIAL LLC 0.12% of their portfolio RICHMOND, VA 72,69372.7k $5.5m $5.5m 0.12% Added +2.6k +2,585
30 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 69,01369.0k $5.2m $5.2m 0.02% New
31 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1.70% of their portfolio DUNMORE, PA 63,35863.4k $4.8m $4.8m 1.70% Reduced -4.9k -4,895
32 Rose Capital Advisors LLC 2.45% of their portfolio MIAMI BEACH, FL 60,31460.3k $4.6m $4.6m 2.45% First filing
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 57,46857.5k $4.4m $4.4m 0.00% Added +27.2k +27,228
34 AGH Wealth Advisors, LLC 2.60% of their portfolio Wichita, KS 54,41554.4k $4.1m $4.1m 2.60% Added +1.9k +1,944
35 Horizon Family Wealth, Inc. 1.82% of their portfolio CHICAGO, IL 52,64552.6k $4.0m $4.0m 1.82% Added +281 +281
36 Cooksen Wealth, LLC 2.46% of their portfolio THE WOODLANDS, TX 51,51151.5k $3.9m $3.9m 2.46% Unchanged
37 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 49,62449.6k $3.8m $3.8m 0.03% Reduced -319 -319
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 48,84348.8k $3.7m $3.7m 0.00% Added +2.4k +2,380
39 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 41,83241.8k $3.2m $3.2m 0.00% Added +15.7k +15,676
40 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 39,10039.1k $3.0m $3.0m 0.00% New
41 Firestone Capital Management 0.53% of their portfolio SOUTH MIAMI, FL 37,36337.4k $2.8m $2.8m 0.53% Unchanged
42 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 35,60535.6k $2.7m $2.7m 0.04% Unchanged
43 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 35,52435.5k $2.7m $2.7m 0.00% Added +16.9k +16,910
44 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 33,13133.1k $2.5m $2.5m 0.00% Added +14.2k +14,196
45 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 31,74231.7k $2.4m $2.4m 0.00% Added +13 +13
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,58328.6k $2.2m $2.2m 0.00% Added +3.1k +3,077
47 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 27,84627.8k $2.1m $2.1m 0.06% Reduced -2.9k -2,907
48 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 26,49826.5k $2.0m $2.0m 0.08% Unchanged
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 26,01926.0k $2.0m $2.0m 0.00% Added +363 +363
50 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 24,13024.1k $1.8m $1.8m 0.04% Added +8.9k +8,887
51 Evolution Advisers, Inc. 0.66% of their portfolio RICHMOND, VA 23,79623.8k $1.8m $1.8m 0.66% Unchanged
52 Solutions 4 Wealth, Ltd 2.28% of their portfolio SOUTHLAKE, TX 23,29923.3k $1.8m $1.8m 2.28% Added +4.3k +4,309
53 WILLNER & HELLER, LLC 1.06% of their portfolio ENCINO, CA 22,28922.3k $1.7m $1.7m 1.06% Added +120 +120
54 FMR LLC 0.00% of their portfolio BOSTON, MA 21,63121.6k $1.6m $1.6m 0.00% Added +2.0k +1,997
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,52018.5k $1.4m $1.4m 0.00% Added +7.8k +7,835
56 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 18,51018.5k $1.4m $1.4m 0.05% Added +1.0k +1,000
57 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 18,08018.1k $1.4m $1.4m 0.00% Reduced -124 -124
58 Evercore Wealth Management, LLC 0.02% of their portfolio New York, NY 17,78217.8k $1.3m $1.3m 0.02% Unchanged
59 CPC Advisors, LLC 0.17% of their portfolio Atlanta, GA 16,85816.9k $1.3m $1.3m 0.17% Reduced -973 -973
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,68615.7k $1.2m $1.2m 0.00% Added +70 +70
61 FIDUCIENT ADVISORS LLC 0.17% of their portfolio Chicago, IL 15,46515.5k $1.2m $1.2m 0.17% Unchanged
62 71 West Capital Partners 0.04% of their portfolio BOSTON, MA 15,36915.4k $1.2m $1.2m 0.04% Unchanged
63 Financial Solutions Advisory Group, Inc. 0.14% of their portfolio CHICAGO, IL 14,49014.5k $1.1m $1.1m 0.14% Unchanged
64 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 14,44014.4k $1.1m $1.1m 0.01% Unchanged
65 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,40714.4k $1.1m $1.1m 0.00% Added +172 +172
66 Paragon Private Wealth Management, LLC 0.28% of their portfolio LEXINGTON, KY 14,26514.3k $1.1m $1.1m 0.28% Unchanged
67 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,22414.2k $1.1m $1.1m 0.00% Unchanged
68 JNBA Financial Advisors 0.08% of their portfolio BLOOMINGTON, MN 13,33213.3k $1.0m $1.0m 0.08% Reduced -1.8k -1,760
69 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 13,16213.2k $997.3k $997.3k 0.00% Reduced -87 -87
70 Institute for Wealth Management, LLC. 0.09% of their portfolio DENVER, CO 13,15213.2k $996.5k $996.5k 0.09% Reduced -216 -216
71 HOWARD WEALTH MANAGEMENT, LLC 0.36% of their portfolio Madison, CT 12,87212.9k $975.3k $975.3k 0.36% Unchanged
72 CONDOR CAPITAL MANAGEMENT 0.07% of their portfolio MARTINSVILLE, NJ 12,67212.7k $960.2k $960.2k 0.07% Unchanged
73 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 11,79911.8k $894.0k $894.0k 0.04% Reduced -645 -645
74 Wealthspire Retirement, LLC 0.05% of their portfolio ALISO VIEJO, CA 11,29211.3k $855.6k $855.6k 0.05% Reduced -23 -23
75 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 11,19911.2k $848.6k $848.6k 0.00% Reduced -111 -111
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,91210.9k $826.8k $826.8k 0.00% Reduced -134 -134
77 MSH Capital Advisors LLC 0.14% of their portfolio SCOTTSDALE, AZ 10,38710.4k $787.0k $787.0k 0.14% Unchanged
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,38010.4k $786.5k $786.5k 0.00% New
79 Retirement Investment Advisors, Inc. 0.06% of their portfolio OKLAHOMA CITY, OK 10,36810.4k $814.4k $814.4k 0.06% Reduced -3 -3
80 Armbruster Capital Management, Inc. 0.11% of their portfolio PITTSFORD, NY 10,11710.1k $766.6k $766.6k 0.11% Unchanged
81 SimpliFi, Inc. 0.30% of their portfolio SAN DIEGO, CA 9,8539.9k $746.5k $746.5k 0.30% Added +153 +153
82 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 9,8089.8k $743.1k $743.1k 0.01% Unchanged
83 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 9,5459.5k $723.2k $723.2k 0.01% Unchanged
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,7508.8k $663.0k $663.0k 0.00% Reduced -969 -969
85 HARMONY ASSET MANAGEMENT LLC 0.18% of their portfolio SCOTTSDALE, AZ 8,6108.6k $652.4k $652.4k 0.18% Added +192 +192
86 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,1728.2k $619.2k $619.2k 0.01% Added +11 +11
87 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,0718.1k $611.5k $611.5k 0.00% Added +6.1k +6,071
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,8347.8k $593.6k $593.6k 0.00% Reduced -13.9k -13,867
89 Stonebridge Wealth Management, LLC 0.52% of their portfolio OAK BROOK, IL 7,6067.6k $576.3k $576.3k 0.52% Added +242 +242
90 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 7,2807.3k $551.6k $551.6k 0.04% Added +1.0k +1,042
91 Wescott Financial Advisory Group, LLC 0.04% of their portfolio Philadelphia, PA 7,1197.1k $539.4k $539.4k 0.04% Unchanged
92 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 6,8256.8k $517.1k $517.1k 0.01% Added +904 +904
93 RDA Financial Network 0.11% of their portfolio AKRON, IA 6,8006.8k $515.2k $515.2k 0.11% Unchanged
94 Strategic Investment Advisors / MI 0.03% of their portfolio FARMINGTON HILLS, MI 6,7506.8k $511.5k $511.5k 0.03% Reduced -165 -165
95 TCTC Holdings, LLC 0.01% of their portfolio DALLAS, TX 6,5476.5k $496.1k $496.1k 0.01% Unchanged
96 MCF Advisors LLC 0.02% of their portfolio LEXINGTON, KY 6,5006.5k $492.5k $492.5k 0.02% Unchanged
97 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,3596.4k $481.8k $481.8k 0.01% Added +6 +6
98 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 6,2236.2k $484.9k $484.9k 0.01% Unchanged
99 Rockwood Wealth Management, LLC 0.03% of their portfolio New Hope, PA 6,0496.0k $458.4k $458.4k 0.03% Unchanged
100 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,9375.9k $449.8k $449.8k 0.00% Reduced -384 -384