DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (PWV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
194
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -1.6%-$196.6K |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $4.4M | 57,468 | 0.00% | 31q | +90.0%+$2.1M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 33,131 | 0.00% | 22q | +75.0%+$1.1M |
| 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 |
| Evolution Advisers, Inc. | $1.8M | 23,796 | 0.66% | 19q | HELD |
| 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% | 2q | HELD |
| 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 |
| Janney Montgomery Scott LLC | $663.0K | 8,750 | 0.00% | 31q | -10.0%-$73.4K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 61 | $91.3M | 1,194,328 | 8 | 9 | 10 | 0.0% |
| Q2 2026 | 194 | $1.1B | 14,056,906 | 19 | 49 | 40 | 0.0% |
| Q1 2026 | 183 | $918.2M | 13,169,167 | 10 | 41 | 51 | 0.0% |
| Q4 2025 | 181 | $849.2M | 12,768,856 | 15 | 42 | 40 | 0.0% |
| Q3 2025 | 169 | $787.3M | 12,073,291 | 10 | 34 | 36 | 0.0% |
| Q2 2025 | 169 | $769.7M | 12,386,280 | 13 | 38 | 35 | 0.0% |
| Q1 2025 | 160 | $686.2M | 11,536,528 | 14 | 41 | 39 | 0.0% |
| Q4 2024 | 158 | $626.0M | 11,005,165 | 7 | 29 | 35 | 0.0% |
| Q3 2024 | 158 | $630.0M | 10,802,523 | 18 | 31 | 30 | 0.0% |
| Q2 2024 | 147 | $569.2M | 10,338,392 | 11 | 27 | 35 | 0.0% |
| Q1 2024 | 143 | $905.5M | 15,977,882 | 15 | 26 | 37 | 0.0% |
| Q4 2023 | 138 | $669.1M | 13,187,175 | 5 | 28 | 34 | 0.0% |
| Q3 2023 | 131 | $479.4M | 10,242,877 | 4 | 26 | 31 | 0.0% |
| Q2 2023 | 134 | $483.3M | 10,365,520 | 8 | 25 | 37 | 0.0% |
| Q1 2023 | 140 | $467.5M | 10,321,842 | 11 | 25 | 48 | 0.0% |
| Q4 2022 | 143 | $509.5M | 10,828,568 | 11 | 34 | 36 | 0.0% |
| Q3 2022 | 130 | $3.5B | 84,231,912 | 9 | 27 | 34 | 0.0% |
| Q2 2022 | 130 | $3.7B | 83,829,940 | 7 | 26 | 37 | 0.0% |
| Q1 2022 | 142 | $4.4B | 90,159,261 | 19 | 26 | 43 | 0.0% |
| Q4 2021 | 130 | $3.7B | 76,479,295 | 12 | 24 | 32 | 0.0% |
| Q3 2021 | 120 | $1.9B | 43,809,037 | 6 | 23 | 36 | 0.0% |
| Q2 2021 | 118 | $1.7B | 38,688,300 | 9 | 20 | 42 | 0.0% |
| Q1 2021 | 111 | $1.4B | 32,965,523 | 5 | 18 | 38 | 0.0% |
| Q4 2020 | 115 | $1.5B | 39,207,230 | 7 | 20 | 40 | 0.0% |
| Q3 2020 | 112 | $1.4B | 42,253,625 | 8 | 17 | 36 | 0.0% |
| Q2 2020 | 110 | $1.5B | 45,244,632 | 6 | 21 | 45 | 0.0% |
| Q1 2020 | 114 | $1.3B | 44,241,207 | 13 | 20 | 40 | 0.0% |
| Q4 2019 | 130 | $1.9B | 46,844,771 | 21 | 26 | 38 | 0.0% |
| Q3 2019 | 111 | $1.6B | 41,330,216 | 10 | 14 | 41 | 0.0% |
| Q2 2019 | 107 | $1.6B | 43,667,286 | 3 | 25 | 34 | 0.0% |
| Q1 2019 | 115 | $1.7B | 48,441,445 | 10 | 22 | 37 | 0.0% |
| Q4 2018 | 120 | $1.7B | 50,924,392 | 3 | 1 | 3 | 0.0% |