SPVM Institutional Ownership & Shareholders
INVESCO S&P 500 VALUE WITH M (SPVM) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPVM tracked by InsiderSet, reporting ownership valued at approximately $14.38M 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 $15.03M, representing an estimated gain of +4.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed SPVM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Beta Wealth Group, Inc., Capstone Wealth Management Group, Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 VALUE WITH M (SPVM).
This page ranks the largest institutional SPVM 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
40
Total Reported Value
$65.60M
Largest Holder
Lpl Financial Llc
Largest Position
$14.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 193,280 | $14,382,793 | $15,026,728 | +$643,935 | +4.48% | |
| Beta Wealth Group, Inc. | 4.84% | 173,484 | $12,909,671 | $13,487,670 | +$577,999 | +4.48% | |
| Capstone Wealth Management Group, Llc | 4.41% | 167,795 | $12,486,300 | $13,045,373 | +$559,073 | +4.48% | |
| Raymond James Financial Inc | 0.00% | 76,585 | $5,699,001 | $5,954,170 | +$255,169 | +4.48% | |
| Bank Of America Corp | 0.00% | 42,156 | $3,136,996 | $3,277,456 | +$140,460 | +4.48% | |
| Jones Financial Companies Lllp | 0.00% | 31,544 | $2,369,585 | $2,452,417 | +$82,832 | +3.50% | |
| Perennial Investment Advisors, Llc | 0.14% | 28,634 | $2,130,816 | $2,226,176 | +$95,360 | +4.48% | |
| Harbour Investments, Inc. | 0.02% | 21,969 | $1,635,279 | $1,708,000 | +$72,721 | +4.45% | |
| Susquehanna International Group, Llp | 0.00% | 19,843 | $1,476,601 | $1,542,712 | +$66,111 | +4.48% | |
| Ameriprise Financial Inc | 0.00% | 19,508 | $1,451,694 | $1,516,667 | +$64,973 | +4.48% | |
| Ifg Advisory, Llc | 0.04% | 15,216 | $1,132,285 | $1,182,982 | +$50,697 | +4.48% | |
| Thoroughbred Financial Services, Llc | 0.05% | 14,177 | $1,055,000 | $1,102,204 | +$47,204 | +4.47% | |
| Morgan Stanley | 0.00% | 12,710 | $945,804 | $988,150 | +$42,346 | +4.48% | |
| Osaic Holdings, Inc. | 0.00% | 10,729 | $798,357 | $834,136 | +$35,779 | +4.48% | |
| Thrivent Financial For Lutherans | 0.00% | 8,498 | $632,000 | $660,685 | +$28,685 | +4.54% | |
| Citadel Advisors Llc | 0.00% | 5,070 | $377,280 | $394,172 | +$16,892 | +4.48% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 5,032 | $374,452 | $391,217 | +$16,765 | +4.48% | |
| Newedge Advisors, Llc | 0.00% | 4,567 | $339,865 | $355,066 | +$15,201 | +4.47% | |
| Private Trust Co Na | 0.03% | 4,620 | $334,858 | $359,186 | +$24,328 | +7.27% | |
| Nvest Financial, Llc | 0.10% | 4,171 | $310,386 | $324,278 | +$13,892 | +4.48% | |
| Cooper Financial Group | 0.02% | 3,984 | $288,739 | $309,740 | +$21,001 | +7.27% | |
| Envestnet Asset Management Inc | 0.00% | 3,715 | $276,481 | $288,826 | +$12,345 | +4.47% | |
| Mercer Global Advisors Inc | 0.00% | 3,097 | $230,461 | $240,779 | +$10,318 | +4.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 2,934 | $218,291 | $228,106 | +$9,815 | +4.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,795 | $207,962 | $217,300 | +$9,338 | +4.49% | |
| Accent Capital Management, Llc | 0.03% | 1,000 | $74,414 | $77,746 | +$3,332 | +4.48% | |
| Tower Research Capital Llc (Trc) | 0.00% | 874 | $65,038 | $67,950 | +$2,912 | +4.48% | |
| Ifp Advisors, Inc | 0.00% | 697 | $50,519 | $54,189 | +$3,670 | +7.26% | |
| Royal Bank Of Canada | 0.00% | 649 | $48,000 | $50,457 | +$2,457 | +5.12% | |
| Abound Financial, Llc | 0.02% | 564 | $41,999 | $43,849 | +$1,850 | +4.40% | |
| Clearstead Advisors, Llc | 0.00% | 400 | $29,766 | $31,098 | +$1,332 | +4.48% | |
| Cape Investment Advisory, Inc. | 0.01% | 362 | $26,271 | $28,144 | +$1,873 | +7.13% | |
| Fmr Llc | 0.00% | 257 | $19,124 | $19,981 | +$857 | +4.48% | |
| Wells Fargo & Company/Mn | 0.00% | 205 | $15,239 | $15,938 | +$699 | +4.59% | |
| Assetmark, Inc | 0.00% | 200 | $14,496 | $15,549 | +$1,053 | +7.27% | |
| Cwm, Llc | 0.00% | 114 | $7,855 | $8,863 | +$1,008 | +12.83% | |
| Key Financial Inc | 0.00% | 59 | $4,390 | $4,587 | +$197 | +4.49% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 31 | $2,307 | $2,410 | +$103 | +4.47% | |
| Sunbelt Securities, Inc. | 0.00% | 12 | $827 | $933 | +$106 | +12.81% | |
| Larson Financial Group Llc | 0.00% | 1 | $58 | $78 | +$20 | +34.04% |
Frequently asked questions about SPVM
Who are the largest institutional holders of SPVM?
The largest institutional holders of SPVM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Beta Wealth Group, Inc., Capstone Wealth Management Group, Llc, Raymond James Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported SPVM position.
What is SPVM institutional ownership?
This page tracks SPVM positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 VALUE WITH M (SPVM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPVM?
InsiderSet currently tracks 40 institutional managers reporting SPVM 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 SPVM shareholders.
How much SPVM stock do institutions own?
Institutional investment managers disclosed approximately $65.60M in SPVM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPVM institutional ownership last updated?
The latest SPVM 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 SPVM 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 SPVM position after the reporting date.
Are institutions buying or selling SPVM?
Institutional buying and selling can be analyzed by comparing SPVM positions across consecutive 13F reporting periods. InsiderSet's SPVM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPVM ownership changes.
How has SPVM institutional ownership changed over time?
InsiderSet tracks SPVM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.