SPVM institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding38
Shares held881,652
Reported value$65.6m
Quarter flows11 new, 15 added, 7 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC193,280$14.4m0.0%
Beta Wealth Group, Inc.173,484$12.9m4.8%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC167,795$12.5m4.4%
RAYMOND JAMES FINANCIAL INC76,585$5.7m0.0%
BANK OF AMERICA CORP /DE/42,156$3.1m0.0%
JONES FINANCIAL COMPANIES LLLP31,544$2.4m0.0%
Perennial Investment Advisors, LLC28,634$2.1m0.1%
HARBOUR INVESTMENTS, INC.21,969$1.6m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP19,843$1.5m0.0%
AMERIPRISE FINANCIAL INC19,508$1.5m0.0%
IFG Advisory, LLC15,216$1.1m0.0%
THOROUGHBRED FINANCIAL SERVICES, LLC14,177$1.1m0.1%
MORGAN STANLEY12,710$945,8040.0%
OSAIC HOLDINGS, INC.10,729$798,3570.0%
Thrivent Financial for Lutherans8,498$632,0000.0%
CITADEL ADVISORS LLC5,070$377,2800.0%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,032$374,4520.0%
PRIVATE TRUST CO NA4,620$343,7940.0%
NewEdge Advisors, LLC4,567$339,8650.0%
Nvest Financial, LLC4,171$310,3860.1%
Cooper Financial Group4,167$310,0730.0%
ENVESTNET ASSET MANAGEMENT INC3,715$276,4810.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,270$247,1870.0%
MERCER GLOBAL ADVISORS INC /ADV3,097$230,4610.0%
COMMONWEALTH EQUITY SERVICES, LLC2,795$207,9620.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPVM"). SPVM price history · All 13F data

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