INVESCO EXCHANGE-TRADED FUND TRUST - BMVP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 87,321 | 4,264 | 0.0% | 0.0% | 1 | -2,666 | -2.96% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 57,451 | 2,805 | 0.3% | 0.3% | 2 | -1,509 | -2.56% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Reduced | 45,793 | 2,236 | 0.0% | 0.0% | 3 | -322 | -0.7% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 20,854 | 1,018 | 0.0% | 0.0% | 4 | -2,079 | -9.07% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,151 | 691 | 0.0% | 0.0% | 5 | -37 | -0.26% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,999 | 537 | 0.0% | 0.0% | 6 | -619 | -5.33% | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,990 | 487 | 0.0% | 0.0% | 7 | +4,624 | 86.17% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,328 | 455 | 0.0% | 0.0% | 8 | -65 | -0.69% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,585 | 321 | 0.0% | — | 9 | +6,585 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,337 | 309 | 0.0% | 0.0% | 10 | +24 | 0.38% | Q4 2025 | Feb 02, 2026 |
| Evanson Asset Management, LLC | History | No change | 6,021 | 294 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,898 | 288 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | No change | 4,520 | 220 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,416 | 215 | 0.01% | 0.0% | 15 | -186 | -4.04% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,413 | 215 | 0.0% | 0.0% | 14 | -16 | -0.36% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,231 | 206 | 0.0% | — | 16 | +4,231 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 3,027 | 147 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,000 | 146 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,441 | 119 | 0.0% | — | 19 | +2,441 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 2,328 | 113 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,989 | 97 | 0.0% | 0.0% | 21 | +11 | 0.56% | Q4 2025 | Feb 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,920 | 94 | 0.03% | 0.04% | 22 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | No change | 1,880 | 91 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,800 | 87 | 0.0% | — | 24 | +1,800 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,680 | 82 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,238 | 60 | 0.0% | 0.0% | 26 | +6 | 0.49% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,110 | 54 | 0.0% | 0.0% | 27 | +360 | 48.0% | Q4 2025 | Feb 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 724 | 35 | 0.01% | 0.01% | 29 | +4 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 729 | 35 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 570 | 27 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 552 | 26 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 498 | 24 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | New | 435 | 21 | 0.0% | — | 33 | +435 | New | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 360 | 17 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 321 | 15 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 275 | 13 | 0.01% | — | 37 | +275 | New | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | No change | 191 | 9 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Smartleaf Asset Management LLC | History | New | 135 | 6 | 0.0% | — | 39 | +135 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 105 | 5 | 0.0% | — | 40 | +105 | New | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 69 | 3 | 0.0% | — | 41 | +69 | New | Q4 2025 | Feb 10, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,949 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,794 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -398 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 07, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |