INVESCO EQUAL WEIGHT 0-30 YR (GOVI) Institutional Shareholders
INVESCO EQUAL WEIGHT 0-30 YR (GOVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $791.98M in GOVI holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of GOVI tracked by InsiderSet, reporting ownership valued at approximately $354.86M 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 $343.35M, representing an estimated loss of -3.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed GOVI value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Lpl Financial Llc, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in INVESCO EQUAL WEIGHT 0-30 YR (GOVI).
This page ranks the largest institutional GOVI 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
78
Total Reported Value
$791.98M
Largest Holder
Invesco Ltd.
Largest Position
$354.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.05% | 13,008,280 | $354,861,976 | $343,347,046 | -$11,514,930 | -3.24% | |
| Lpl Financial Llc | 0.02% | 2,791,880 | $76,161,623 | $73,690,277 | -$2,471,346 | -3.24% | |
| Bank Of New York Mellon Corp | 0.01% | 2,417,467 | $65,947,791 | $63,807,833 | -$2,139,958 | -3.24% | |
| Commonwealth Financial Services, Llc | 3.87% | 1,060,517 | $28,793,030 | $27,991,816 | -$801,214 | -2.78% | |
| Private Advisor Group, Llc | 0.10% | 824,401 | $22,382,511 | $21,759,652 | -$622,859 | -2.78% | |
| Bank Of America Corp | 0.00% | 679,428 | $18,534,155 | $17,933,162 | -$600,993 | -3.24% | |
| Cetera Investment Advisers | 0.02% | 647,324 | $17,658,808 | $17,085,793 | -$573,015 | -3.24% | |
| Petix & Botte Co | 4.66% | 646,593 | $17,638,840 | $17,066,499 | -$572,341 | -3.24% | |
| Wells Fargo & Company/Mn | 0.00% | 634,893 | $17,319,701 | $16,757,683 | -$562,018 | -3.24% | |
| Stewardship Advisors, Llc | 3.35% | 593,954 | $16,125,863 | $15,677,119 | -$448,744 | -2.78% | |
| Spectrum Investment Advisors, Inc. | 6.18% | 556,899 | $15,119,819 | $14,699,071 | -$420,748 | -2.78% | |
| Scarborough Advisors, Llc | 1.71% | 549,243 | $14,873,500 | $14,496,994 | -$376,506 | -2.53% | |
| Commonwealth Equity Services, Llc | 0.02% | 514,768 | $13,975,948 | $13,587,044 | -$388,904 | -2.78% | |
| Envestnet Asset Management Inc | 0.00% | 498,844 | $13,543,608 | $13,166,738 | -$376,870 | -2.78% | |
| Goldman Sachs Group Inc | 0.00% | 450,858 | $12,299,271 | $11,900,171 | -$399,100 | -3.24% | |
| Concurrent Investment Advisors, Llc | 0.10% | 422,281 | $11,464,924 | $11,145,896 | -$319,028 | -2.78% | |
| Ashton Thomas Securities, Llc | 1.31% | 325,976 | $8,840,474 | $8,603,974 | -$236,500 | -2.68% | |
| Royal Bank Of Canada | 0.00% | 281,793 | $7,687,000 | $7,437,785 | -$249,215 | -3.24% | |
| Morgan Stanley | 0.00% | 253,155 | $6,906,029 | $6,681,900 | -$224,129 | -3.25% | |
| Kestra Advisory Services, Llc | 0.02% | 224,900 | $6,106,034 | $5,936,123 | -$169,911 | -2.78% | |
| Total Clarity Wealth Management, Inc. | 0.99% | 187,444 | $5,089,116 | $4,947,491 | -$141,625 | -2.78% | |
| Gladstone Institutional Advisory Llc | 0.13% | 153,921 | $4,178,961 | $4,062,668 | -$116,293 | -2.78% | |
| Independent Advisor Alliance | 0.04% | 149,096 | $4,067,287 | $3,935,314 | -$131,973 | -3.24% | |
| Osaic Holdings, Inc. | 0.00% | 123,143 | $3,359,414 | $3,250,298 | -$109,116 | -3.25% | |
| Tower Research Capital Llc (Trc) | 0.06% | 85,182 | $2,323,739 | $2,248,336 | -$75,403 | -3.24% | |
| Vestgen Advisors, Llc | 0.06% | 81,772 | $2,205,801 | $2,158,331 | -$47,470 | -2.15% | |
| Integrated Wealth Concepts Llc | 0.01% | 67,499 | $1,841,354 | $1,781,602 | -$59,752 | -3.24% | |
| Pnc Financial Services Group, Inc. | 0.00% | 59,639 | $1,626,930 | $1,574,142 | -$52,788 | -3.24% | |
| Wealthbridge Capital Management, Llc | 0.28% | 52,381 | $1,422,139 | $1,382,570 | -$39,569 | -2.78% | |
| Wealthspire Retirement, Llc | 0.08% | 20,912 | $1,337,116 | $551,962 | -$785,154 | -58.72% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 48,765 | $1,330,295 | $1,287,128 | -$43,167 | -3.24% | |
| Sequent Planning Llc | 0.30% | 45,410 | $1,238,778 | $1,198,574 | -$40,204 | -3.25% | |
| Dynamic Advisor Solutions Llc | 0.03% | 44,713 | $1,213,965 | $1,180,177 | -$33,788 | -2.78% | |
| Schwallier Wealth Management Llc | 0.88% | 44,161 | $1,204,690 | $1,165,608 | -$39,082 | -3.24% | |
| Jones Financial Companies Lllp | 0.00% | 43,496 | $1,173,307 | $1,148,055 | -$25,252 | -2.15% | |
| Kestra Private Wealth Services, Llc | 0.01% | 43,016 | $1,167,881 | $1,135,386 | -$32,495 | -2.78% | |
| Prospera Financial Services Inc | 0.02% | 38,898 | $1,056,025 | $1,026,693 | -$29,332 | -2.78% | |
| Citadel Advisors Llc | 0.00% | 34,792 | $949,115 | $918,317 | -$30,798 | -3.24% | |
| Garden State Investment Advisory Services Llc | 0.18% | 27,587 | $752,565 | $728,145 | -$24,420 | -3.24% | |
| Pfg Investments, Llc | 0.03% | 26,127 | $709,358 | $689,609 | -$19,749 | -2.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,349 | $573,017 | $563,496 | -$9,521 | -1.66% | |
| World Investment Advisors | 0.01% | 20,998 | $572,820 | $554,232 | -$18,588 | -3.25% | |
| Signal Advisors Wealth, Llc | 0.04% | 20,783 | $566,952 | $548,557 | -$18,395 | -3.24% | |
| Ubs Group Ag | 0.00% | 19,541 | $533,079 | $515,775 | -$17,304 | -3.25% | |
| Jane Street Group, Llc | 0.00% | 18,234 | $497,418 | $481,277 | -$16,141 | -3.24% | |
| Spire Wealth Management | 0.01% | 17,700 | $480,555 | $467,183 | -$13,372 | -2.78% | |
| Alteri Wealth Llc | 0.13% | 17,640 | $478,926 | $465,599 | -$13,327 | -2.78% | |
| Firethorn Wealth Partners, Llc | 0.15% | 16,611 | $450,998 | $438,439 | -$12,559 | -2.78% | |
| Sowell Financial Services Llc | 0.01% | 14,545 | $394,902 | $383,908 | -$10,994 | -2.78% | |
| Tailwinds Wealth, Llc | 0.23% | 14,094 | $382,660 | $372,004 | -$10,656 | -2.78% |
Frequently asked questions about GOVI
Who owns the most GOVI stock?
The largest holders of GOVI 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 EQUAL WEIGHT 0-30 YR (GOVI).
Is GOVI widely held by superinvestors?
Many widely followed stocks like GOVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GOVI 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.