EELV Institutional Ownership & Shareholders
INVESCO S&P EMERGING MARKETS (EELV) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $320.95M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EELV tracked by InsiderSet, reporting ownership valued at approximately $33.43M in its June 30, 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 $33.42M, representing an estimated loss of -0.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed EELV value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO S&P EMERGING MARKETS (EELV).
This page ranks the largest institutional EELV 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
119
Total Reported Value
$320.95M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$33.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 1,202,554 | $33,431,009 | $33,418,976 | -$12,033 | -0.04% | |
| Pnc Financial Services Group, Inc. | 0.02% | 1,139,739 | $31,684,753 | $31,673,347 | -$11,406 | -0.04% | |
| Morgan Stanley | 0.00% | 992,423 | $27,589,384 | $27,579,435 | -$9,949 | -0.04% | |
| Lpl Financial Llc | 0.00% | 799,196 | $22,217,659 | $22,209,657 | -$8,002 | -0.04% | |
| Bank Of America Corp | 0.00% | 689,144 | $19,158,199 | $19,151,312 | -$6,887 | -0.04% | |
| Purpose Unlimited Inc. | 0.68% | 632,567 | $17,713,022 | $17,579,037 | -$133,985 | -0.76% | |
| Bank Of New York Mellon Corp | 0.00% | 505,159 | $14,043,392 | $14,038,369 | -$5,023 | -0.04% | |
| Wells Fargo & Company/Mn | 0.00% | 403,604 | $11,220,203 | $11,216,155 | -$4,048 | -0.04% | |
| Ameriprise Financial Inc | 0.00% | 386,314 | $10,739,524 | $10,735,666 | -$3,858 | -0.04% | |
| Rainey & Randall Wealth Advisors Inc. | 1.44% | 358,409 | $10,021,115 | $9,960,186 | -$60,929 | -0.61% | |
| Fmr Llc | 0.00% | 311,619 | $8,662,994 | $8,659,892 | -$3,102 | -0.04% | |
| Susquehanna International Group, Llp | 0.01% | 257,828 | $7,167,618 | $7,165,040 | -$2,578 | -0.04% | |
| Rhumbline Advisers | 0.01% | 248,717 | $6,914,332 | $6,911,845 | -$2,487 | -0.04% | |
| Citigroup Inc | 0.00% | 244,561 | $6,798,796 | $6,796,350 | -$2,446 | -0.04% | |
| First Heartland Consultants, Inc. | 0.45% | 240,735 | $6,730,938 | $6,690,026 | -$40,912 | -0.61% | |
| Ubs Group Ag | 0.00% | 223,369 | $6,209,658 | $6,207,425 | -$2,233 | -0.04% | |
| Antonelli Financial Advisors, Llc | 3.42% | 168,997 | $4,725,000 | $4,696,427 | -$28,573 | -0.60% | |
| Invesco Ltd. | 0.00% | 166,531 | $4,629,562 | $4,627,896 | -$1,666 | -0.04% | |
| Brio Consultants, Llc | 0.48% | 146,521 | $4,073,291 | $4,071,819 | -$1,472 | -0.04% | |
| Modern Wealth Management, Llc | 0.05% | 141,418 | $3,931,420 | $3,930,006 | -$1,414 | -0.04% | |
| Cetera Investment Advisers | 0.00% | 124,305 | $3,455,676 | $3,454,436 | -$1,240 | -0.04% | |
| Raymond James Financial Inc | 0.00% | 122,328 | $3,400,723 | $3,399,495 | -$1,228 | -0.04% | |
| Bkm Wealth Management, Llc | 1.04% | 115,211 | $3,221,325 | $3,201,714 | -$19,611 | -0.61% | |
| Deutsche Bank Ag\ | 0.00% | 114,604 | $3,185,991 | $3,184,845 | -$1,146 | -0.04% | |
| Choice Wealth Advisors Llc | 0.86% | 88,798 | $2,482,792 | $2,467,696 | -$15,096 | -0.61% | |
| Old Mission Capital Llc | 0.06% | 84,598 | $2,351,824 | $2,350,978 | -$846 | -0.04% | |
| Lake Street Private Wealth, Llc | 0.24% | 76,858 | $2,148,959 | $2,135,884 | -$13,075 | -0.61% | |
| National Bank Of Canada | 0.00% | 74,297 | $2,065,424 | $2,064,714 | -$710 | -0.03% | |
| Lunt Capital Management, Inc. | 0.72% | 67,816 | $1,896,135 | $1,884,607 | -$11,528 | -0.61% | |
| Ipsen Advisor Group Llc | 1.11% | 58,408 | $1,633,089 | $1,623,158 | -$9,931 | -0.61% | |
| Medallion Wealth Advisors, Llc | 0.51% | 27,113 | $1,602,696 | $753,470 | -$849,226 | -52.99% | |
| Israel Discount Bank Of New York | 2.89% | 57,311 | $1,602,416 | $1,592,673 | -$9,743 | -0.61% | |
| Manske Wealth Management | 0.37% | 56,045 | $1,567,023 | $1,557,491 | -$9,532 | -0.61% | |
| Certuity, Llc | 0.08% | 56,286 | $1,564,751 | $1,564,188 | -$563 | -0.04% | |
| Equitable Holdings, Inc. | 0.01% | 54,988 | $1,528,674 | $1,528,117 | -$557 | -0.04% | |
| Capital Analysts, Llc | 0.03% | 52,732 | $1,466,000 | $1,465,422 | -$578 | -0.04% | |
| Truist Financial Corp | 0.00% | 50,013 | $1,398,352 | $1,389,861 | -$8,491 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,452 | $1,291,360 | $1,290,901 | -$459 | -0.04% | |
| Hrt Financial Lp | 0.00% | 46,044 | $1,280,000 | $1,279,563 | -$437 | -0.03% | |
| Thrivent Financial For Lutherans | 0.00% | 45,828 | $1,274,000 | $1,273,560 | -$440 | -0.03% | |
| Navigation Group, Llc | 0.21% | 38,075 | $1,064,577 | $1,058,104 | -$6,473 | -0.61% | |
| Fermata Advisors, Llc | 0.20% | 37,349 | $1,044,283 | $1,037,929 | -$6,354 | -0.61% | |
| Revisor Wealth Management Llc | 0.25% | 35,728 | $1,007,873 | $992,881 | -$14,992 | -1.49% | |
| Goldman Sachs Group Inc | 0.00% | 32,401 | $900,748 | $900,424 | -$324 | -0.04% | |
| Atlas Legacy Advisors, Llc | 0.13% | 32,081 | $891,852 | $891,531 | -$321 | -0.04% | |
| Jane Street Group, Llc | 0.00% | 28,938 | $804,476 | $804,187 | -$289 | -0.04% | |
| Jones Financial Companies Lllp | 0.00% | 28,629 | $800,755 | $795,600 | -$5,155 | -0.64% | |
| Lwm Advisory Services, Llc | 1.41% | 28,511 | $792,600 | $792,321 | -$279 | -0.04% | |
| Rfg Advisory, Llc | 0.01% | 28,109 | $781,439 | $781,149 | -$290 | -0.04% | |
| Riverchase Wealth Management, Llc | 0.33% | 24,303 | $679,512 | $675,380 | -$4,132 | -0.61% |
Frequently asked questions about EELV
Who are the largest institutional holders of EELV?
The largest institutional holders of EELV reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., Morgan Stanley, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported EELV position.
What is EELV institutional ownership?
This page tracks EELV positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P EMERGING MARKETS (EELV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EELV?
InsiderSet currently tracks 119 institutional managers reporting EELV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EELV shareholders.
How much EELV stock do institutions own?
Institutional investment managers disclosed approximately $320.95M in EELV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EELV institutional ownership last updated?
The latest EELV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EELV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EELV position after the reporting date.
Are institutions buying or selling EELV?
Institutional buying and selling can be analyzed by comparing EELV positions across consecutive 13F reporting periods. InsiderSet's EELV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EELV ownership changes.
How has EELV institutional ownership changed over time?
InsiderSet tracks EELV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.