HolderBook

INVESCO EXCHANGE TRADED FD T (BMVP)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

41
Reporting holders
$16.2M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LPL Financial LLC$4.3M83,5650.00%31q-1.4%-$61.4K
Institute for Wealth Management, LLC.$2.9M56,9750.26%31qHELD
MORGAN STANLEY$2.3M44,7350.00%33q-1.2%-$28.2K
RAYMOND JAMES FINANCIAL INC$959.4K18,7100.00%2q+11.5%+$99.3K
COMMONWEALTH EQUITY SERVICES, LLC$730.9K14,2540.00%31q-6.3%-$48.9K
GOLDMAN SACHS GROUP INC$581.0K11,3300.00%31q-5.7%-$35.2K
OSAIC HOLDINGS, INC.$511.4K9,9720.00%26qHELD
BANK OF MONTREAL /CAN/$426.1K8,3100.00%7qHELD
TRUIST FINANCIAL CORP$326.1K6,3600.00%4q+1.9%+$6.2K
Evanson Financial, LLC$308.8K6,0210.02%newFIRST
MOSAIC FAMILY WEALTH PARTNERS, LLC$303.2K5,9130.02%15qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$266.9K5,2050.00%newNEW
WELLS FARGO & COMPANY/MN$266.0K5,1870.00%2q-50.0%-$266.0K
UBS Group AG$264.8K5,1630.00%31qHELD
Creative Planning$231.8K4,5200.00%8qHELD
J.W. COLE ADVISORS, INC.$217.9K4,2490.00%newNEW
JONES FINANCIAL COMPANIES LLLP$167.9K3,2770.00%9q-7.0%-$12.7K
ROTHSCHILD INVESTMENT LLC$153.8K3,0000.01%11qHELD
Clearstead Advisors, LLC$151.6K2,9570.00%13q+76.0%+$65.5K
GLENMEDE TRUST CO NA$109.2K2,1300.00%9q-0.5%
BELLEVUE ASSET MANAGEMENT, LLC$98.5K1,9200.05%27qHELD
FMR LLC$96.4K1,8800.00%30qHELD
NATIONAL BANK OF CANADA /FI/$92.2K1,8000.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$64.0K1,2490.00%10qHELD
JPMORGAN CHASE & CO$56.9K1,1100.00%15qHELD
MERCER GLOBAL ADVISORS INC /ADV$40.9K7970.00%newNEW
Washington Trust Advisors, Inc.$39.8K7770.00%newNEW
Quaker Wealth Management, LLC$37.5K7300.01%6qHELD
Atlantic Union Bankshares Corp$37.4K7290.00%5qHELD
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$36.6K7130.01%5qHELD
Medallion Wealth Advisors, LLC$25.5K4980.01%7qHELD
ROYAL BANK OF CANADA$22.0K4350.00%5qHELD
Plante Moran Financial Advisors, LLC$18.5K3600.00%9qHELD
Global Retirement Partners, LLC$16.5K3210.00%14qHELD
AMERIFLEX GROUP, INC.$14.1K2750.01%3qHELD
Steward Partners Investment Advisory, LLC$12.3K2400.00%9qHELD
Smartleaf Asset Management LLC$6.9K1350.00%3qHELD
Triumph Capital Management$5.4K1050.00%3qHELD
EVOLUTION WEALTH MANAGEMENT INC.$3.5K690.00%3qHELD
SALEM INVESTMENT COUNSELORS INC$15430.00%2qHELD
DHJJ Financial Advisors, Ltd.$15430.00%12qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202641$16.2M315,9824370.0%
Q1 202642$15.7M315,41942100.0%
Q4 202543$16.0M326,6957490.0%
Q3 202540$15.2M309,6673770.0%
Q2 202543$23.1M477,6974390.0%
Q1 202544$24.4M510,5807540.1%
Q4 202442$15.4M327,5593620.0%
Q3 202441$14.6M302,2482750.0%
Q2 202442$14.5M329,3465490.0%
Q1 202439$19.3M424,7274670.0%
Q4 202337$15.0M371,3313890.0%
Q3 202337$11.1M301,65433210.0%
Q2 202337$12.6M116,8361460.0%
Q1 202339$12.9M116,6466490.0%
Q4 202235$13.6M130,6066860.0%
Q3 202234$18.5M193,5914590.0%
Q2 202230$17.9M189,8382580.0%
Q1 202232$22.1M191,6781740.0%
Q4 202135$26.1M207,77131130.0%
Q3 202132$22.5M189,5913850.0%
Q2 202135$23.3M191,0944680.0%
Q1 202136$24.7M213,85469100.0%
Q4 202033$21.2M200,32023130.0%
Q3 202036$29.2M312,35166100.0%
Q2 202032$28.2M318,8882970.0%
Q1 202033$23.6M321,16537100.0%
Q4 201937$28.8M291,02527110.0%
Q3 201937$32.9M346,73738130.0%
Q2 201938$32.6M332,35039130.0%
Q1 201941$29.7M314,17878110.0%
Q4 201836$27.8M314,8061100.0%