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

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Envestnet Asset Management Inc0.01%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 Stanley0.00%992,423$27,589,384$27,579,435-$9,949-0.04%
Lpl Financial Llc0.00%799,196$22,217,659$22,209,657-$8,002-0.04%
Bank Of America Corp0.00%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 Corp0.00%505,159$14,043,392$14,038,369-$5,023-0.04%
Wells Fargo & Company/Mn0.00%403,604$11,220,203$11,216,155-$4,048-0.04%
Ameriprise Financial Inc0.00%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 Llc0.00%311,619$8,662,994$8,659,892-$3,102-0.04%
Susquehanna International Group, Llp0.01%257,828$7,167,618$7,165,040-$2,578-0.04%
Rhumbline Advisers0.01%248,717$6,914,332$6,911,845-$2,487-0.04%
Citigroup Inc0.00%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 Ag0.00%223,369$6,209,658$6,207,425-$2,233-0.04%
Antonelli Financial Advisors, Llc3.42%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, Llc0.48%146,521$4,073,291$4,071,819-$1,472-0.04%
Modern Wealth Management, Llc0.05%141,418$3,931,420$3,930,006-$1,414-0.04%
Cetera Investment Advisers0.00%124,305$3,455,676$3,454,436-$1,240-0.04%
Raymond James Financial Inc0.00%122,328$3,400,723$3,399,495-$1,228-0.04%
Bkm Wealth Management, Llc1.04%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 Llc0.86%88,798$2,482,792$2,467,696-$15,096-0.61%
Old Mission Capital Llc0.06%84,598$2,351,824$2,350,978-$846-0.04%
Lake Street Private Wealth, Llc0.24%76,858$2,148,959$2,135,884-$13,075-0.61%
National Bank Of Canada0.00%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 Llc1.11%58,408$1,633,089$1,623,158-$9,931-0.61%
Medallion Wealth Advisors, Llc0.51%27,113$1,602,696$753,470-$849,226-52.99%
Israel Discount Bank Of New York2.89%57,311$1,602,416$1,592,673-$9,743-0.61%
Manske Wealth Management0.37%56,045$1,567,023$1,557,491-$9,532-0.61%
Certuity, Llc0.08%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, Llc0.03%52,732$1,466,000$1,465,422-$578-0.04%
Truist Financial Corp0.00%50,013$1,398,352$1,389,861-$8,491-0.61%
Commonwealth Equity Services, Llc0.00%46,452$1,291,360$1,290,901-$459-0.04%
Hrt Financial Lp0.00%46,044$1,280,000$1,279,563-$437-0.03%
Thrivent Financial For Lutherans0.00%45,828$1,274,000$1,273,560-$440-0.03%
Navigation Group, Llc0.21%38,075$1,064,577$1,058,104-$6,473-0.61%
Fermata Advisors, Llc0.20%37,349$1,044,283$1,037,929-$6,354-0.61%
Revisor Wealth Management Llc0.25%35,728$1,007,873$992,881-$14,992-1.49%
Goldman Sachs Group Inc0.00%32,401$900,748$900,424-$324-0.04%
Atlas Legacy Advisors, Llc0.13%32,081$891,852$891,531-$321-0.04%
Jane Street Group, Llc0.00%28,938$804,476$804,187-$289-0.04%
Jones Financial Companies Lllp0.00%28,629$800,755$795,600-$5,155-0.64%
Lwm Advisory Services, Llc1.41%28,511$792,600$792,321-$279-0.04%
Rfg Advisory, Llc0.01%28,109$781,439$781,149-$290-0.04%
Riverchase Wealth Management, Llc0.33%24,303$679,512$675,380-$4,132-0.61%
Showing 50 of 119

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.