Who Owns INVESCO EXCHANGE TRADED FD T (SPVM)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $65.6M of INVESCO EXCHANGE TRADED FD T (SPVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($14.4M), Beta Wealth Group, Inc. ($12.9M), CAPSTONE WEALTH MANAGEMENT GROUP, LLC ($12.5M), RAYMOND JAMES FINANCIAL INC ($5.7M), BANK OF AMERICA CORP /DE/ ($3.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$14.4M	193,280	Trimmed
2	Beta Wealth Group, Inc.	$12.9M	173,484	Added
3	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	$12.5M	167,795	Added
4	RAYMOND JAMES FINANCIAL INC	$5.7M	76,585	Added
5	BANK OF AMERICA CORP /DE/	$3.1M	42,156	Added
6	JONES FINANCIAL COMPANIES LLLP	$2.4M	31,544	Added
7	Perennial Investment Advisors, LLC	$2.1M	28,634	Added
8	HARBOUR INVESTMENTS, INC.	$1.6M	21,969	Added
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	19,843	Trimmed
10	AMERIPRISE FINANCIAL INC	$1.5M	19,508	Trimmed
11	IFG Advisory, LLC	$1.1M	15,216	New
12	THOROUGHBRED FINANCIAL SERVICES, LLC	$1.1M	14,177	Added
13	MORGAN STANLEY	$945,804	12,710	Added
14	OSAIC HOLDINGS, INC.	$798,357	10,729	Added
15	Thrivent Financial for Lutherans	$632,000	8,498	Added
16	CITADEL ADVISORS LLC	$377,280	5,070	New
17	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$374,452	5,032	New
18	PRIVATE TRUST CO NA	$343,794	4,620	Hold
19	NewEdge Advisors, LLC	$339,865	4,567	Trimmed
20	Nvest Financial, LLC	$310,386	4,171	New
21	Cooper Financial Group	$310,073	4,167	Trimmed
22	ENVESTNET ASSET MANAGEMENT INC	$276,481	3,715	New
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$247,187	3,270	New
24	MERCER GLOBAL ADVISORS INC /ADV	$230,461	3,097	Trimmed
25	COMMONWEALTH EQUITY SERVICES, LLC	$207,962	2,795	New

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