Who Owns INV LGCP VALUE ETF (PWV)? -- Institutional Holders (2026-06-30)

202 institutions reported holding $1.06B of INV LGCP VALUE ETF (PWV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($279.9M), LPL Financial LLC ($172.0M), BANK OF AMERICA CORP /DE/ ($62.7M), RAYMOND JAMES FINANCIAL INC ($42.8M), PNC Financial Services Group, Inc. ($37.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$279.9M3.7MAdded
2LPL Financial LLC$172.0M2.3MAdded
3BANK OF AMERICA CORP /DE/$62.7M827,805Added
4RAYMOND JAMES FINANCIAL INC$42.8M564,589Added
5PNC Financial Services Group, Inc.$37.3M492,625Trimmed
6Arkadios Wealth Advisors$35.0M461,900Added
7UBS Group AG$34.0M448,413Trimmed
8IAG Wealth Partners, LLC$25.0M330,061Added
9COMMONWEALTH EQUITY SERVICES, LLC$21.8M287,183Trimmed
10Atlas Private Wealth Advisors$18.7M246,888Added
11Waverly Advisors, LLC$17.0M224,439Added
12Stratos Investment Management, LLC$16.8M221,590Added
13SPWM Advisors LLC$16.1M204,744Added
14ENVESTNET ASSET MANAGEMENT INC$14.9M196,174Trimmed
15OSAIC HOLDINGS, INC.$12.4M163,533Added
16Cullen/Frost Bankers, Inc.$12.2M161,665Trimmed
17Kestra Advisory Services, LLC$12.2M161,023Trimmed
18WELLS FARGO & COMPANY/MN$12.1M159,560Trimmed
19Wharton Business Group, LLC$11.8M155,635Hold
20Regal Investment Advisors LLC$10.8M142,748Added
21Royal Bank of Canada$9.7M128,295Trimmed
22Rockefeller Capital Management L.P.$9.6M127,080Added
23Ullmann Wealth Partners Group, LLC$7.8M103,489Trimmed
24CAPTRUST FINANCIAL ADVISORS$7.8M102,602Trimmed
25Stonebridge Financial Group, LLC$7.7M101,373Trimmed

Source: SEC Form 13F filings · as of 2026-06-30