INVESCO EXCHANGE TRADED FD T (PWV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
188
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $279.9M | 3,694,080 | 0.01% | 33q | +4.6%+$12.3M |
| LPL Financial LLC | $172.0M | 2,270,178 | 0.04% | 31q | +11.3%+$17.4M |
| BANK OF AMERICA CORP /DE/ | $62.7M | 827,805 | 0.00% | 31q | +0.8%+$509.4K |
| RAYMOND JAMES FINANCIAL INC | $42.8M | 564,589 | 0.01% | 7q | +4.6%+$1.9M |
| PNC Financial Services Group, Inc. | $37.3M | 492,625 | 0.02% | 31q | -5.2%-$2.1M |
| Arkadios Wealth Advisors | $35.0M | 461,900 | 0.53% | 27q | +19.4%+$5.7M |
| UBS Group AG | $34.0M | 448,413 | 0.00% | 31q | -3.6%-$1.3M |
| IAG Wealth Partners, LLC | $25.0M | 330,061 | 2.48% | 9q | +2.2%+$541.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 287,183 | 0.03% | 31q | -14.9%-$3.8M |
| Atlas Private Wealth Advisors | $18.7M | 246,888 | 4.10% | 17q | +3.1%+$556.5K |
| Waverly Advisors, LLC | $17.0M | 224,439 | 0.10% | 10q | +1259.2%+$15.8M |
| Stratos Investment Management, LLC | $16.8M | 221,590 | 0.61% | 5q | +5.1%+$811.4K |
| SPWM Advisors LLC | $16.1M | 204,744 | 14.89% | 3q | +16.3%+$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $14.9M | 196,174 | 0.00% | 31q | -3.8%-$579.6K |
| OSAIC HOLDINGS, INC. | $12.4M | 163,533 | 0.01% | 26q | +44.3%+$3.8M |
| Cullen/Frost Bankers, Inc. | $12.2M | 161,665 | 0.12% | 31q | -1.2%-$144.3K |
| Kestra Advisory Services, LLC | $12.2M | 161,023 | 0.04% | 24q | -3.6%-$457.1K |
| WELLS FARGO & COMPANY/MN | $12.1M | 159,560 | 0.00% | 31q | -50.8%-$12.5M |
| Wharton Business Group, LLC | $11.8M | 155,635 | 0.39% | 31q | HELD |
| Regal Investment Advisors LLC | $10.8M | 142,748 | 0.56% | 10q | +4.1%+$424.2K |
| ROYAL BANK OF CANADA | $9.7M | 128,295 | 0.00% | 31q | -2.6%-$263.0K |
| Rockefeller Capital Management L.P. | $9.6M | 127,080 | 0.01% | 14q | +0.8%+$81.1K |
| Ullmann Wealth Partners Group, LLC | $7.8M | 103,489 | 0.71% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $7.8M | 102,602 | 0.01% | 14q | -1.1%-$87.4K |
| Stonebridge Financial Group, LLC | $7.7M | 101,373 | 0.58% | 7q | -0.7%-$55.2K |
| Private Advisor Group, LLC | $7.1M | 93,337 | 0.03% | 30q | -1.7%-$124.0K |
| Cetera Investment Advisers | $6.6M | 86,590 | 0.01% | 23q | +1.3%+$81.5K |
| Equitable Holdings, Inc. | $6.4M | 84,548 | 0.04% | 27q | -21.0%-$1.7M |
| CARY STREET PARTNERS FINANCIAL LLC | $5.5M | 72,693 | 0.12% | 3q | +3.7%+$195.9K |
| Pathstone Holdings, LLC | $5.2M | 69,013 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $5.0M | 66,262 | 0.00% | 22q | +249.9%+$3.6M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $4.8M | 63,358 | 1.69% | 4q | -7.2%-$370.9K |
| Rose Capital Advisors LLC | $4.6M | 60,314 | 2.29% | new | FIRST |
| AGH Wealth Advisors, LLC | $4.1M | 54,415 | 2.60% | 7q | +3.7%+$147.3K |
| Horizon Family Wealth, Inc. | $4.0M | 52,645 | 1.82% | 19q | +0.5%+$21.3K |
| Cooksen Wealth, LLC | $3.9M | 51,511 | 2.46% | 11q | HELD |
| Farther Finance Advisors, LLC | $3.8M | 49,624 | 0.03% | 7q | -0.6%-$24.2K |
| JPMORGAN CHASE & CO | $3.7M | 48,843 | 0.00% | 19q | +5.1%+$182.6K |
| CITIGROUP INC | $3.2M | 41,832 | 0.00% | 31q | +59.9%+$1.2M |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 39,100 | 0.00% | new | NEW |
| Firestone Capital Management | $2.8M | 37,363 | 0.53% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $2.7M | 35,524 | 0.00% | 9q | +90.8%+$1.3M |
| Parallel Advisors, LLC | $2.7M | 35,605 | 0.04% | 31q | HELD |
| Baird Financial Group, Inc. | $2.4M | 31,742 | 0.00% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $2.2M | 28,583 | 0.00% | 31q | +12.1%+$233.1K |
| Spire Wealth Management | $2.1M | 27,846 | 0.06% | 22q | -9.5%-$220.3K |
| Prosperity Consulting Group, LLC | $2.0M | 26,498 | 0.08% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 26,019 | 0.00% | 31q | +1.4%+$27.5K |
| Ameritas Advisory Services, LLC | $1.8M | 24,130 | 0.04% | 19q | +58.3%+$673.4K |
| Solutions 4 Wealth, Ltd | $1.8M | 23,299 | 2.28% | 9q | +22.7%+$326.5K |
| WILLNER & HELLER, LLC | $1.7M | 22,289 | 1.06% | 16q | +0.5%+$9.1K |
| FMR LLC | $1.6M | 21,631 | 0.00% | 29q | +10.2%+$151.3K |
| Creative Planning | $1.4M | 18,520 | 0.00% | 6q | +73.3%+$593.7K |
| Western Wealth Management, LLC | $1.4M | 18,510 | 0.05% | 25q | +5.7%+$75.8K |
| Focus Partners Wealth | $1.4M | 18,080 | 0.00% | 8q | -0.7%-$9.4K |
| Evercore Wealth Management, LLC | $1.3M | 17,782 | 0.02% | 28q | HELD |
| CPC Advisors, LLC | $1.3M | 16,858 | 0.17% | 27q | -5.5%-$73.7K |
| HighTower Advisors, LLC | $1.2M | 15,686 | 0.00% | 31q | HELD |
| FIDUCIENT ADVISORS LLC | $1.2M | 15,465 | 0.17% | 9q | HELD |
| 71 West Capital Partners | $1.2M | 15,369 | 0.04% | 2q | HELD |
| Financial Solutions Advisory Group, Inc. | $1.1M | 14,490 | 0.14% | new | FIRST |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1.1M | 14,440 | 0.01% | 3q | HELD |
| Mariner, LLC | $1.1M | 14,407 | 0.00% | 16q | +1.2%+$13.0K |
| Paragon Private Wealth Management, LLC | $1.1M | 14,265 | 0.28% | 19q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 14,224 | 0.00% | 6q | HELD |
| JNBA Financial Advisors | $1.0M | 13,332 | 0.08% | 31q | -11.7%-$133.4K |
| FIFTH THIRD BANCORP | $997.3K | 13,162 | 0.00% | 22q | -0.7%-$6.6K |
| Institute for Wealth Management, LLC. | $996.5K | 13,152 | 0.09% | 31q | -1.6%-$16.4K |
| HOWARD WEALTH MANAGEMENT, LLC | $975.3K | 12,872 | 0.36% | 27q | HELD |
| CONDOR CAPITAL MANAGEMENT | $960.2K | 12,672 | 0.07% | 31q | HELD |
| Cornerstone Wealth Management, LLC | $894.0K | 11,799 | 0.04% | 18q | -5.2%-$48.9K |
| Wealthspire Retirement, LLC | $855.6K | 11,292 | 0.05% | 18q | HELD |
| Lido Advisors, LLC | $848.6K | 11,199 | 0.00% | 2q | -1.0%-$8.4K |
| STIFEL FINANCIAL CORP | $826.8K | 10,912 | 0.00% | 31q | -1.2%-$10.2K |
| Retirement Investment Advisors, Inc. | $814.4K | 10,368 | 0.06% | 14q | HELD |
| MSH Capital Advisors LLC | $787.0K | 10,387 | 0.14% | 19q | HELD |
| CITADEL ADVISORS LLC | $786.5K | 10,380 | 0.00% | new | NEW |
| Armbruster Capital Management, Inc. | $766.6K | 10,117 | 0.11% | 26q | HELD |
| SimpliFi, Inc. | $746.5K | 9,853 | 0.30% | 19q | +1.6%+$11.6K |
| BENJAMIN EDWARDS INC | $743.1K | 9,808 | 0.01% | 8q | HELD |
| OPPENHEIMER & CO INC | $723.2K | 9,545 | 0.01% | 31q | HELD |
| HARMONY ASSET MANAGEMENT LLC | $652.4K | 8,610 | 0.18% | 11q | +2.3%+$14.5K |
| Clearstead Advisors, LLC | $619.2K | 8,172 | 0.01% | 11q | HELD |
| BlackRock, Inc. | $611.5K | 8,071 | 0.00% | 8q | +303.6%+$460.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $593.6K | 7,834 | 0.00% | 4q | -63.9%-$1.1M |
| Stonebridge Wealth Management, LLC | $576.3K | 7,606 | 0.52% | 3q | +3.3%+$18.3K |
| First Heartland Consultants, Inc. | $551.6K | 7,280 | 0.04% | 3q | +16.7%+$79.0K |
| Wescott Financial Advisory Group, LLC | $539.4K | 7,119 | 0.04% | 18q | HELD |
| Atria Investments, Inc | $517.1K | 6,825 | 0.01% | 3q | +15.3%+$68.5K |
| RDA Financial Network | $515.2K | 6,800 | 0.11% | 15q | HELD |
| Strategic Investment Advisors / MI | $511.5K | 6,750 | 0.03% | 12q | -2.4%-$12.5K |
| TCTC Holdings, LLC | $496.1K | 6,547 | 0.01% | 19q | HELD |
| MCF Advisors LLC | $492.5K | 6,500 | 0.02% | 18q | HELD |
| Wedmont Private Capital | $484.9K | 6,223 | 0.01% | 19q | HELD |
| Geneos Wealth Management Inc. | $481.8K | 6,359 | 0.01% | 33q | HELD |
| Rockwood Wealth Management, LLC | $458.4K | 6,049 | 0.03% | 19q | HELD |
| Concurrent Investment Advisors, LLC | $449.8K | 5,937 | 0.00% | 3q | -6.1%-$29.1K |
| Parker Financial LLC | $448.3K | 5,917 | 0.16% | 15q | HELD |
| Pure Financial Advisors, LLC | $448.3K | 5,917 | 0.01% | 2q | +83.0%+$203.4K |
| EARNED WEALTH ADVISORS, LLC | $441.4K | 5,825 | 0.03% | 3q | HELD |
Showing the largest 100 of 194 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 188 | $1.1B | 13,996,388 | 20 | 46 | 38 | 0.0% |
| Q1 2026 | 176 | $923.9M | 13,251,176 | 10 | 40 | 48 | 0.0% |
| Q4 2025 | 175 | $844.7M | 12,701,349 | 14 | 41 | 38 | 0.0% |
| Q3 2025 | 162 | $748.9M | 11,484,637 | 8 | 33 | 33 | 0.0% |
| Q2 2025 | 160 | $720.3M | 11,591,329 | 13 | 33 | 33 | 0.0% |
| Q1 2025 | 150 | $641.7M | 10,788,574 | 13 | 37 | 36 | 0.0% |
| Q4 2024 | 149 | $584.0M | 10,266,039 | 7 | 24 | 33 | 0.0% |
| Q3 2024 | 148 | $589.5M | 10,106,769 | 18 | 28 | 27 | 0.0% |
| Q2 2024 | 136 | $532.5M | 9,672,007 | 10 | 24 | 32 | 0.0% |
| Q1 2024 | 129 | $881.7M | 15,558,111 | 13 | 23 | 33 | 0.0% |
| Q4 2023 | 125 | $648.1M | 12,773,129 | 5 | 27 | 28 | 0.0% |
| Q3 2023 | 118 | $458.5M | 9,796,044 | 4 | 23 | 28 | 0.0% |
| Q2 2023 | 120 | $462.0M | 9,909,698 | 8 | 23 | 30 | 0.0% |
| Q1 2023 | 122 | $445.3M | 9,832,945 | 8 | 23 | 40 | 0.0% |
| Q4 2022 | 120 | $477.9M | 10,154,241 | 11 | 28 | 25 | 0.0% |
| Q3 2022 | 131 | $420.8M | 10,096,243 | 9 | 28 | 32 | 0.0% |
| Q2 2022 | 131 | $423.9M | 9,710,534 | 7 | 26 | 36 | 0.0% |
| Q1 2022 | 143 | $485.1M | 10,034,660 | 20 | 26 | 43 | 0.0% |
| Q4 2021 | 130 | $468.8M | 9,621,220 | 12 | 24 | 32 | 0.0% |
| Q3 2021 | 120 | $406.0M | 9,129,751 | 6 | 23 | 36 | 0.1% |
| Q2 2021 | 118 | $409.7M | 9,230,787 | 9 | 20 | 41 | 0.0% |
| Q1 2021 | 114 | $394.5M | 9,373,401 | 5 | 20 | 38 | 0.0% |
| Q4 2020 | 115 | $364.6M | 9,457,010 | 7 | 20 | 40 | 0.0% |
| Q3 2020 | 112 | $339.9M | 9,991,919 | 8 | 17 | 36 | 0.0% |
| Q2 2020 | 110 | $348.6M | 10,402,509 | 6 | 21 | 44 | 0.0% |
| Q1 2020 | 115 | $359.6M | 11,939,931 | 13 | 20 | 40 | 0.0% |
| Q4 2019 | 130 | $522.0M | 12,623,027 | 21 | 26 | 38 | 0.0% |
| Q3 2019 | 113 | $451.2M | 11,770,800 | 11 | 14 | 41 | 0.0% |
| Q2 2019 | 108 | $465.9M | 12,643,198 | 3 | 25 | 34 | 0.0% |
| Q1 2019 | 116 | $562.5M | 15,905,870 | 10 | 22 | 37 | 0.0% |
| Q4 2018 | 121 | $600.5M | 18,386,819 | 3 | 1 | 3 | 0.0% |