GOVI Institutional Ownership & Shareholders
INVESCO EQUAL WEIGHT 0-30 YR (GOVI) is currently held by 86 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $855.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Invesco Ltd. is currently the largest disclosed institutional shareholder of GOVI tracked by InsiderSet, reporting ownership valued at approximately $384.87M 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 $371.54M, representing an estimated loss of -3.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
86
Total Reported Value
$855.89M
Largest Holder
Invesco Ltd.
Largest Position
$384.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.03% | 14,175,621 | $384,868,110 | $371,543,026 | -$13,325,084 | -3.46% | |
| Lpl Financial Llc | 0.03% | 4,405,888 | $119,619,841 | $115,478,324 | -$4,141,517 | -3.46% | |
| Bank Of New York Mellon Corp | 0.01% | 2,427,468 | $65,905,760 | $63,623,936 | -$2,281,824 | -3.46% | |
| Cetera Investment Advisers | 0.03% | 1,105,110 | $30,003,722 | $28,964,933 | -$1,038,789 | -3.46% | |
| Private Advisor Group, Llc | 0.10% | 824,401 | $22,382,511 | $21,607,550 | -$774,961 | -3.46% | |
| Commonwealth Financial Services, Llc | 3.22% | 713,169 | $18,014,652 | $18,692,159 | +$677,507 | +3.76% | |
| Petix & Botte Co | 3.60% | 657,924 | $17,862,704 | $17,244,188 | -$618,516 | -3.46% | |
| Bank Of America Corp | 0.00% | 615,776 | $16,718,328 | $16,139,489 | -$578,839 | -3.46% | |
| Stewardship Advisors, Llc | 3.18% | 604,126 | $15,260,233 | $15,834,142 | +$573,909 | +3.76% | |
| Spectrum Investment Advisors, Inc. | 6.18% | 556,899 | $15,119,819 | $14,596,323 | -$523,496 | -3.46% | |
| Simplicity Wealth,Llc | 0.42% | 567,348 | $14,331,210 | $14,870,191 | +$538,981 | +3.76% | |
| Envestnet Asset Management Inc | 0.00% | 498,844 | $13,543,608 | $13,074,701 | -$468,907 | -3.46% | |
| Commonwealth Equity Services, Llc | 0.02% | 533,643 | $13,479,828 | $13,986,783 | +$506,955 | +3.76% | |
| Ashton Thomas Securities, Llc | 0.91% | 341,714 | $8,631,696 | $8,956,324 | +$324,628 | +3.76% | |
| Asset Allocation Strategies Llc | 1.23% | 324,896 | $8,206,883 | $8,515,524 | +$308,641 | +3.76% | |
| Integrated Wealth Concepts Llc | 0.05% | 283,559 | $7,698,623 | $7,432,081 | -$266,542 | -3.46% | |
| Garden State Investment Advisory Services Llc | 1.50% | 281,199 | $7,634,553 | $7,370,226 | -$264,327 | -3.46% | |
| Royal Bank Of Canada | 0.00% | 279,259 | $7,582,000 | $7,319,378 | -$262,622 | -3.46% | |
| Morgan Stanley | 0.00% | 255,748 | $6,943,588 | $6,703,155 | -$240,433 | -3.46% | |
| Total Clarity Wealth Management, Inc. | 0.97% | 195,618 | $4,941,315 | $5,127,148 | +$185,833 | +3.76% | |
| Wells Fargo & Company/Mn | 0.00% | 180,745 | $4,907,229 | $4,737,326 | -$169,903 | -3.46% | |
| Concurrent Investment Advisors, Llc | 0.03% | 168,919 | $4,266,894 | $4,427,367 | +$160,473 | +3.76% | |
| Gladstone Institutional Advisory Llc | 0.13% | 153,921 | $4,178,961 | $4,034,269 | -$144,692 | -3.46% | |
| Susquehanna International Group, Llp | 0.00% | 132,591 | $3,599,846 | $3,475,210 | -$124,636 | -3.46% | |
| Curry Webb Wealth Management Llc | 1.18% | 104,509 | $2,837,419 | $2,739,181 | -$98,238 | -3.46% | |
| Osaic Holdings, Inc. | 0.00% | 96,051 | $2,607,843 | $2,517,497 | -$90,346 | -3.46% | |
| Kestra Advisory Services, Llc | 0.01% | 84,681 | $2,139,034 | $2,219,489 | +$80,455 | +3.76% | |
| &Partners | 0.01% | 76,969 | $2,084,789 | $2,017,357 | -$67,432 | -3.23% | |
| Jane Street Group, Llc | 0.00% | 75,217 | $2,042,142 | $1,971,438 | -$70,704 | -3.46% | |
| Vestgen Advisors, Llc | 0.06% | 78,053 | $1,971,625 | $2,045,769 | +$74,144 | +3.76% | |
| Pnc Financial Services Group, Inc. | 0.00% | 64,772 | $1,758,569 | $1,697,674 | -$60,895 | -3.46% | |
| Pax Financial Group, Llc | 0.25% | 61,869 | $1,679,743 | $1,621,586 | -$58,157 | -3.46% | |
| Jones Financial Companies Lllp | 0.00% | 57,539 | $1,573,113 | $1,508,097 | -$65,016 | -4.13% | |
| Tower Research Capital Llc (Trc) | 0.04% | 55,437 | $1,505,115 | $1,453,004 | -$52,111 | -3.46% | |
| Wealthbridge Capital Management, Llc | 0.28% | 56,376 | $1,424,046 | $1,477,615 | +$53,569 | +3.76% | |
| Janney Montgomery Scott Llc | 0.00% | 46,400 | $1,260,000 | $1,216,144 | -$43,856 | -3.48% | |
| Sequent Planning Llc | 0.26% | 44,910 | $1,219,306 | $1,177,091 | -$42,215 | -3.46% | |
| Prospera Financial Services Inc | 0.02% | 38,898 | $1,056,025 | $1,019,517 | -$36,508 | -3.46% | |
| Dynamic Advisor Solutions Llc | 0.03% | 39,939 | $1,008,871 | $1,046,801 | +$37,930 | +3.76% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 36,661 | $995,346 | $960,885 | -$34,461 | -3.46% | |
| Schwallier Wealth Management Llc | 0.57% | 33,118 | $899,143 | $868,023 | -$31,120 | -3.46% | |
| Crumly & Associates Inc. | 0.16% | 35,341 | $892,714 | $926,288 | +$33,574 | +3.76% | |
| Kestra Private Wealth Services, Llc | 0.01% | 34,490 | $871,209 | $903,983 | +$32,774 | +3.76% | |
| Financial Management Network Inc | 0.11% | 29,885 | $754,773 | $783,286 | +$28,513 | +3.78% | |
| Mml Investors Services, Llc | 0.00% | 26,174 | $710,614 | $686,021 | -$24,593 | -3.46% | |
| Pfg Investments, Llc | 0.03% | 26,127 | $709,358 | $684,789 | -$24,569 | -3.46% | |
| Principal Securities, Inc. | 0.01% | 23,654 | $642,206 | $619,971 | -$22,235 | -3.46% | |
| World Investment Advisors | 0.01% | 20,998 | $572,820 | $550,358 | -$22,462 | -3.92% | |
| Williams & Novak, Llc | 0.33% | 24,600 | $548,826 | $644,766 | +$95,940 | +17.48% | |
| Ubs Group Ag | 0.00% | 17,993 | $488,510 | $471,597 | -$16,913 | -3.46% |
Frequently asked questions about GOVI
Who are the largest institutional holders of GOVI?
The largest institutional holders of GOVI reported in the latest SEC Form 13F filings include Invesco Ltd., Lpl Financial Llc, Bank Of New York Mellon Corp, Cetera Investment Advisers, and Private Advisor Group, Llc. InsiderSet ranks institutional holders by their latest reported GOVI position.
What is GOVI institutional ownership?
This page tracks GOVI positions reported by institutional investment managers through SEC Form 13F. INVESCO EQUAL WEIGHT 0-30 YR (GOVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GOVI?
InsiderSet currently tracks 86 institutional managers reporting GOVI 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 GOVI shareholders.
How much GOVI stock do institutions own?
Institutional investment managers disclosed approximately $855.89M in GOVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GOVI institutional ownership last updated?
The latest GOVI 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 GOVI 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 GOVI position after the reporting date.
Are institutions buying or selling GOVI?
Institutional buying and selling can be analyzed by comparing GOVI positions across consecutive 13F reporting periods. InsiderSet's GOVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GOVI ownership changes.
How has GOVI institutional ownership changed over time?
InsiderSet tracks GOVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.