Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V456S&P MDCP VLU MNTXMVMQ1 2026
Institutional Holders
95
13F filers
Shares Held
4.30M
Aggregate institutional
Institutional Value
$271.98M
Q1 2026
Net New Holders
+14
20 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased43
Decreased14
Sold out6
Institutional Holders
95 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 611.6K | $39.83M | +48.9K | Added |
| 2 | Bank Of America Corp /De/ | 566.2K | $36.87M | +6.2K | Added |
| 3 | Avior Wealth Management, LLC | 525.7K | $34.23M | +17.8K | Added |
| 4 | Foundations Investment Advisors, LLC | 282.2K | $18.38M | +282.2K | New |
| 5 | Raymond James Financial Inc | 239.2K | $15.58M | +90.9K | Added |
| 6 | Whitaker-Myers Wealth Managers, Ltd. | 216.8K | $14.12M | +3.3K | Added |
| 7 | Ameriprise Financial Inc | 193.5K | $12.60M | +14.2K | Added |
| 8 | Morgan Stanley | 187.1K | $12.18M | +9.3K | Added |
| 9 | Northwestern Mutual Wealth Management Co | 161.4K | $10.51M | +12.7K | Added |
| 10 | Anfield Capital Management, LLC | 117.1K | $7.63M | +117.1K | New |
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