Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V423S&P 500 VLU MOMNSPVMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 196.1K | $13.51M |
| 2 | Beta Wealth Group, Inc. | 172.1K | $11.86M |
| 3 | Capstone Wealth Management Group, LLC | 159.7K | $11.00M |
| 4 | Tactive Advisors, LLC | 90.3K | $6.22M |
| 5 | Raymond James Financial Inc | 53.8K | $3.71M |
| 6 | Bank Of America Corp /De/ | 32.1K | $2.21M |
| 7 | Harbour Investments, Inc. | 20.6K | $1.42M |
| 8 | Ameriprise Financial Inc | 20.5K | $1.41M |
| 9 | Susquehanna International Group, LLP | 19.9K | $1.37M |
| 10 | Jones Financial Companies Lllp | 17.7K | $1.20M |