INVESCO S&P 500 VALUE WITH M (SPVM) Institutional Shareholders
INVESCO S&P 500 VALUE WITH M (SPVM) 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 $54.44M in SPVM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPVM tracked by InsiderSet, reporting ownership valued at approximately $13.51M 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 $15.19M, representing an estimated gain of +12.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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
34
Total Reported Value
$54.44M
Largest Holder
Lpl Financial Llc
Largest Position
$13.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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% | 196,116 | $13,512,390 | $15,189,518 | +$1,677,128 | +12.41% | |
| Beta Wealth Group, Inc. | 4.84% | 173,484 | $12,909,671 | $13,436,631 | +$526,960 | +4.08% | |
| Capstone Wealth Management Group, Llc | 4.41% | 167,795 | $12,486,300 | $12,996,008 | +$509,708 | +4.08% | |
| Raymond James Financial Inc | 0.00% | 53,838 | $3,709,444 | $4,169,845 | +$460,401 | +12.41% | |
| Bank Of America Corp | 0.00% | 32,086 | $2,210,725 | $2,485,115 | +$274,390 | +12.41% | |
| Harbour Investments, Inc. | 0.02% | 20,613 | $1,418,787 | $1,596,512 | +$177,725 | +12.53% | |
| Ameriprise Financial Inc | 0.00% | 20,488 | $1,411,167 | $1,586,830 | +$175,663 | +12.45% | |
| Susquehanna International Group, Llp | 0.00% | 19,899 | $1,371,041 | $1,541,211 | +$170,170 | +12.41% | |
| Jones Financial Companies Lllp | 0.00% | 17,660 | $1,198,761 | $1,367,797 | +$169,036 | +14.10% | |
| Perennial Investment Advisors, Llc | 0.05% | 8,662 | $596,921 | $670,887 | +$73,966 | +12.39% | |
| Morgan Stanley | 0.00% | 7,182 | $494,864 | $556,258 | +$61,394 | +12.41% | |
| Tower Research Capital Llc (Trc) | 0.01% | 6,796 | $468,244 | $526,362 | +$58,118 | +12.41% | |
| Osaic Holdings, Inc. | 0.00% | 6,431 | $443,125 | $498,092 | +$54,967 | +12.40% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.04% | 5,032 | $374,452 | $389,737 | +$15,285 | +4.08% | |
| Private Trust Co Na | 0.03% | 4,620 | $343,794 | $357,827 | +$14,033 | +4.08% | |
| Nvest Financial, Llc | 0.10% | 4,171 | $310,386 | $323,051 | +$12,665 | +4.08% | |
| Cooper Financial Group | 0.03% | 4,167 | $310,073 | $322,741 | +$12,668 | +4.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,270 | $247,187 | $253,267 | +$6,080 | +2.46% | |
| Mercer Global Advisors Inc | 0.00% | 3,206 | $220,893 | $248,310 | +$27,417 | +12.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,795 | $207,962 | $216,478 | +$8,516 | +4.09% | |
| Royal Bank Of Canada | 0.00% | 613 | $42,000 | $47,478 | +$5,478 | +13.04% | |
| Abound Financial, Llc | 0.02% | 562 | $38,705 | $43,528 | +$4,823 | +12.46% | |
| Ifp Advisors, Inc | 0.00% | 419 | $31,180 | $32,452 | +$1,272 | +4.08% | |
| Clearstead Advisors, Llc | 0.00% | 400 | $27,560 | $30,981 | +$3,421 | +12.41% | |
| Cape Investment Advisory, Inc. | 0.01% | 361 | $26,833 | $27,960 | +$1,127 | +4.20% | |
| Assetmark, Inc | 0.00% | 200 | $14,883 | $15,490 | +$607 | +4.08% | |
| Cwm, Llc | 0.00% | 114 | $7,855 | $8,829 | +$974 | +12.41% | |
| Key Financial Inc | 0.00% | 59 | $4,390 | $4,570 | +$180 | +4.09% | |
| Sunbelt Securities, Inc. | 0.00% | 12 | $827 | $929 | +$102 | +12.38% | |
| Thoroughbred Financial Services, Llc | 0.04% | 8,585 | $591 | $664,923 | +$664,332 | +112408.10% | |
| Fmr Llc | 0.00% | 7 | $482 | $542 | +$60 | +12.48% | |
| Thrivent Financial For Lutherans | 0.00% | 5,942 | $409 | $460,218 | +$459,809 | +112422.74% | |
| Larson Financial Group Llc | 0.00% | 1 | $53 | $77 | +$24 | +46.14% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $11 | — | — | — |
Frequently asked questions about SPVM
Who owns the most SPVM stock?
The largest holders of SPVM 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 S&P 500 VALUE WITH M (SPVM).
Is SPVM widely held by superinvestors?
Many widely followed stocks like SPVM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPVM 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.