QVML Institutional Ownership & Shareholders
INVESCO S&P 500 QVM MULTI-FA (QVML) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $164.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Assetmark, Inc is currently the largest disclosed institutional shareholder of QVML tracked by InsiderSet, reporting ownership valued at approximately $101.11M in its September 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 $100.31M, representing an estimated loss of -0.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed QVML value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Private Advisor Group, Llc, Colonial River Investments, Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 QVM MULTI-FA (QVML).
This page ranks the largest institutional QVML 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
34
Total Reported Value
$164.88M
Largest Holder
Assetmark, Inc
Largest Position
$101.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 0.17% | 2,240,350 | $101,107,008 | $100,308,087 | -$798,921 | -0.79% | |
| Private Advisor Group, Llc | 0.12% | 608,530 | $26,860,524 | $27,245,957 | +$385,433 | +1.43% | |
| Colonial River Investments, Llc | 1.77% | 152,212 | $6,869,337 | $6,815,049 | -$54,288 | -0.79% | |
| Rpg Family Wealth Advisory, Llc | 1.11% | 139,231 | $6,145,656 | $6,233,845 | +$88,189 | +1.43% | |
| Lpl Financial Llc | 0.00% | 107,596 | $4,749,287 | $4,817,439 | +$68,152 | +1.43% | |
| Cetera Investment Advisers | 0.00% | 86,025 | $3,797,144 | $3,851,632 | +$54,488 | +1.43% | |
| Gilbert Capital Group, Inc. | 2.59% | 81,770 | $3,690,279 | $3,661,121 | -$29,158 | -0.79% | |
| Bank Of America Corp | 0.00% | 34,506 | $1,523,095 | $1,544,951 | +$21,856 | +1.43% | |
| Avestar Capital, Llc | 0.13% | 32,589 | $1,470,742 | $1,459,120 | -$11,622 | -0.79% | |
| Kestra Advisory Services, Llc | 0.00% | 31,592 | $1,425,740 | $1,414,481 | -$11,259 | -0.79% | |
| Municipal Employees' Retirement System Of Michigan | 14.88% | 30,516,713 | $1,347,008 | $1,366,336,998 | +$1,364,989,990 | +101334.96% | |
| Gts Securities Llc | 0.02% | 19,177 | $846,473 | $858,619 | +$12,146 | +1.43% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 18,587 | $838,815 | $832,203 | -$6,612 | -0.79% | |
| Kingsview Wealth Management, Llc | 0.01% | 18,988 | $838,130 | $850,157 | +$12,027 | +1.44% | |
| Belpointe Asset Management Llc | 0.02% | 10,989 | $485,054 | $492,015 | +$6,961 | +1.44% | |
| Arborfi Advisors, Llc | 0.34% | 10,707 | $472,607 | $479,389 | +$6,782 | +1.43% | |
| Citadel Advisors Llc | 0.00% | 9,863 | $435,353 | $441,600 | +$6,247 | +1.43% | |
| Osaic Holdings, Inc. | 0.00% | 8,837 | $390,061 | $395,663 | +$5,602 | +1.44% | |
| Center For Asset Management Llc | 0.16% | 7,921 | $357,521 | $354,650 | -$2,871 | -0.80% | |
| Act Advisors, Llc. | 0.08% | 5,474 | $247,042 | $245,090 | -$1,952 | -0.79% | |
| Tfb Advisors Llc | 0.10% | 5,424 | $244,785 | $242,851 | -$1,934 | -0.79% | |
| Ascent Group, Llc | 0.01% | 5,198 | $234,586 | $232,732 | -$1,854 | -0.79% | |
| Sanchez Gaunt Capital Management, Llc | 0.13% | 5,181 | $233,821 | $231,971 | -$1,850 | -0.79% | |
| Morgan Stanley | 0.00% | 3,094 | $136,569 | $138,529 | +$1,960 | +1.44% | |
| Richardson Financial Services Inc. | 0.03% | 1,321 | $59,616 | $59,146 | -$470 | -0.79% | |
| Private Trust Co Na | 0.00% | 1,060 | $47,838 | $47,460 | -$378 | -0.79% | |
| Capital Investment Advisory Services, Llc | 0.00% | 265 | $12,013 | $11,865 | -$148 | -1.23% | |
| Vanguard Advisers Inc | 0.00% | 113 | $4,988 | $5,059 | +$71 | +1.43% | |
| Cape Investment Advisory, Inc. | 0.00% | 79 | $3,565 | $3,537 | -$28 | -0.78% | |
| Beacon Financial Strategies Corp | 0.00% | 44 | $1,986 | $1,970 | -$16 | -0.80% | |
| Ubs Group Ag | 0.00% | 36 | $1,589 | $1,612 | +$23 | +1.44% | |
| Continuum Advisory, Llc | 0.00% | 4 | $177 | $179 | +$2 | +1.18% | |
| Halbert Hargrove Global Advisors, Llc | 0.00% | 3 | $136 | $134 | -$2 | -1.24% | |
| Blue Trust, Inc. | 0.00% | 3 | $120 | $134 | +$14 | +11.93% |
Frequently asked questions about QVML
Who are the largest institutional holders of QVML?
The largest institutional holders of QVML reported in the latest SEC Form 13F filings include Assetmark, Inc, Private Advisor Group, Llc, Colonial River Investments, Llc, Rpg Family Wealth Advisory, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported QVML position.
What is QVML institutional ownership?
This page tracks QVML positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 QVM MULTI-FA (QVML) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QVML?
InsiderSet currently tracks 34 institutional managers reporting QVML 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 QVML shareholders.
How much QVML stock do institutions own?
Institutional investment managers disclosed approximately $164.88M in QVML holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QVML institutional ownership last updated?
The latest QVML institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 QVML 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 QVML position after the reporting date.
Are institutions buying or selling QVML?
Institutional buying and selling can be analyzed by comparing QVML positions across consecutive 13F reporting periods. InsiderSet's QVML Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QVML ownership changes.
How has QVML institutional ownership changed over time?
InsiderSet tracks QVML institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.