INVESCO BLOOMBERG MVP MULTI- (BMVP) Top Institutional Shareholders
INVESCO BLOOMBERG MVP MULTI- (BMVP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $15.40M in BMVP holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of BMVP tracked by InsiderSet, reporting ownership valued at approximately $4.23M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.34M, representing an estimated gain of +2.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed BMVP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Institute For Wealth Management, Llc., Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO BLOOMBERG MVP MULTI- (BMVP).
This page ranks the largest institutional BMVP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$15.40M
Largest Holder
Lpl Financial Llc
Largest Position
$4.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 84,763 | $4,228,583 | $4,336,272 | +$107,689 | +2.55% | |
| Institute For Wealth Management, Llc. | 0.31% | 56,973 | $2,842,199 | $2,914,602 | +$72,403 | +2.55% | |
| Morgan Stanley | 0.00% | 45,284 | $2,259,133 | $2,316,621 | +$57,488 | +2.54% | |
| Raymond James Financial Inc | 0.00% | 16,773 | $836,734 | $858,066 | +$21,332 | +2.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,207 | $758,630 | $777,954 | +$19,324 | +2.55% | |
| Goldman Sachs Group Inc | 0.00% | 12,016 | $599,441 | $614,710 | +$15,269 | +2.55% | |
| Osaic Holdings, Inc. | 0.00% | 9,968 | $497,333 | $509,939 | +$12,606 | +2.53% | |
| Bank Of Montreal | 0.00% | 8,310 | $414,560 | $425,120 | +$10,560 | +2.55% | |
| Truist Financial Corp | 0.00% | 6,239 | $311,245 | $319,172 | +$7,927 | +2.55% | |
| Evanson Asset Management, Llc | 0.02% | 6,021 | $300,369 | $308,020 | +$7,651 | +2.55% | |
| Mosaic Family Wealth Partners, Llc | 0.03% | 5,906 | $294,611 | $302,137 | +$7,526 | +2.55% | |
| Wells Fargo & Company/Mn | 0.00% | 5,187 | $258,770 | $265,354 | +$6,584 | +2.54% | |
| Ubs Group Ag | 0.00% | 5,149 | $256,868 | $263,410 | +$6,542 | +2.55% | |
| Creative Planning | 0.00% | 4,520 | $225,484 | $231,232 | +$5,748 | +2.55% | |
| Jones Financial Companies Lllp | 0.00% | 3,524 | $174,188 | $180,279 | +$6,091 | +3.50% | |
| Mai Capital Management | 0.00% | 3,027 | $151,008 | $154,854 | +$3,846 | +2.55% | |
| Rothschild Investment Llc | 0.01% | 3,000 | $149,661 | $153,473 | +$3,812 | +2.55% | |
| Medallion Wealth Advisors, Llc | 0.01% | 2,988 | $145,173 | $152,859 | +$7,686 | +5.29% | |
| Bellevue Asset Management, Llc | 0.05% | 1,920 | $95,782 | $98,223 | +$2,441 | +2.55% | |
| Fmr Llc | 0.00% | 1,880 | $93,780 | $96,176 | +$2,396 | +2.56% | |
| National Bank Of Canada | 0.00% | 1,800 | $89,802 | $92,084 | +$2,282 | +2.54% | |
| Clearstead Advisors, Llc | 0.00% | 1,680 | $83,810 | $85,945 | +$2,135 | +2.55% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,243 | $62,024 | $63,589 | +$1,565 | +2.52% | |
| Umb Bank, N.A. | 0.00% | 1,000 | $49,887 | $51,158 | +$1,271 | +2.55% | |
| Atlantic Union Bankshares Corp | 0.00% | 729 | $36,368 | $37,294 | +$926 | +2.55% | |
| Quaker Wealth Management, Llc | 0.01% | 727 | $36,269 | $37,192 | +$923 | +2.54% | |
| Frazier Financial Advisors, Llc | 0.02% | 552 | $27,538 | $28,239 | +$701 | +2.55% | |
| Royal Bank Of Canada | 0.00% | 435 | $22,000 | $22,254 | +$254 | +1.15% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 360 | $17,959 | $18,417 | +$458 | +2.55% | |
| Addison Advisors Llc | 0.00% | 300 | $14,967 | $15,347 | +$380 | +2.54% | |
| Ameriflex Group, Inc. | 0.01% | 275 | $13,719 | $14,068 | +$349 | +2.55% | |
| Western Wealth Management, Llc | 0.00% | 259 | $12,921 | $13,250 | +$329 | +2.54% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 240 | $11,973 | $12,278 | +$305 | +2.55% | |
| Sunbelt Securities, Inc. | 0.00% | 191 | $9,544 | $9,771 | +$227 | +2.38% | |
| Smartleaf Asset Management Llc | 0.00% | 135 | $6,657 | $6,906 | +$249 | +3.74% | |
| Triumph Capital Management | 0.00% | 105 | $5,238 | $5,372 | +$134 | +2.55% | |
| Evolution Wealth Management Inc. | 0.00% | 69 | $3,442 | $3,530 | +$88 | +2.55% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 3 | $150 | $153 | +$3 | +2.32% | |
| Salem Investment Counselors Inc | 0.00% | 3 | $150 | $153 | +$3 | +2.32% |
Frequently asked questions about BMVP
Who owns the most BMVP stock?
The largest holders of BMVP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BLOOMBERG MVP MULTI- (BMVP).
Is BMVP widely held by superinvestors?
Many widely followed stocks like BMVP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BMVP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.