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Invesco Bloomberg MVP Multi- (BMVP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares82,899 from 83,565
Change-666 (-1%)
Value$4.3M (+$5.8K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
DECREASED
Shares56,378 from 56,975
Change-597 (-1%)
Value$2.9M (-$3.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares14,127 from 14,254
Change-127 (-1%)
Value$731.2K (+$320)
Filed 2026-11-02
Creative Planning
INCREASED
Shares7,028 from 4,520
Change+2,508 (+55%)
Value$363.8K (+$132.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares6,274 from 6,360
Change-86 (-1%)
Value$324.7K (-$1.4K)
Filed 2026-10-30
Evanson Financial, LLC
UNCHANGED
Shares6,021 from 6,021
Change0 (0%)
Value$311.7K (+$2.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares2,957 from 2,957
Change0 (0%)
Value$153.1K (+$1.4K)
Filed 2026-11-06
Quaker Wealth Management, LLC
INCREASED
Shares734 from 730
Change+4 (+1%)
Value$38.0K (+$531)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares717 from 713
Change+4 (+1%)
Value$37.1K (+$518)
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares616
Change+616
Value$31.9K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$5.4K (+$51)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$3.6K (+$34)
Filed 2026-10-28
Assetmark, Inc
NEW
Shares12
Change+12
Value$621
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$156 (+$2)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 4,249
Change-4,249 (-100%)
Value$0 (-$217.9K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 777
Change-777 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$18.5K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$154)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 44,735
Change-44,735 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,710
Change-18,710 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,972
Change-9,972 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,310
Change-8,310 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 729
Change-729 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 435
Change-435 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Status
LPL Financial LLC
DECREASED82,89983,565-666-1%$4.3M$4.3M+$5.8K2026-11-06
Institute for Wealth Management, Llc.
DECREASED56,37856,975-597-1%$2.9M$2.9M-$3.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED14,12714,254-127-1%$730.9K$731.2K+$3202026-11-02
Creative Planning
INCREASED7,0284,520+2,508+55%$231.8K$363.8K+$132.0K2026-11-02
Truist Financial Corp
DECREASED6,2746,360-86-1%$326.1K$324.7K-$1.4K2026-10-30
Evanson Financial, LLC
UNCHANGED6,0216,02100%$308.8K$311.7K+$2.9K2026-10-23
Clearstead Advisors, LLC
UNCHANGED2,9572,95700%$151.6K$153.1K+$1.4K2026-11-06
Quaker Wealth Management, LLC
INCREASED734730+4+1%$37.5K$38.0K+$5312026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED717713+4+1%$36.6K$37.1K+$5182026-10-16
William Mack & Associates, Inc.
NEW616—+616——$31.9K—2026-10-27
Triumph Capital Management
UNCHANGED10510500%$5.4K$5.4K+$512026-10-14
Evolution Wealth Management Inc.
UNCHANGED696900%$3.5K$3.6K+$342026-10-28
Assetmark, Inc
NEW12—+12——$621—2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$154$156+$22026-10-23
J.W. Cole Advisors, Inc.
CLOSED04,249-4,249-100%$217.9K$0-$217.9K2026-11-05
Washington Trust Advisors, Inc.
CLOSED0777-777-100%$39.8K$0-$39.8K2026-10-22
Plante Moran Financial Advisors, LLC
CLOSED0360-360-100%$18.5K$0-$18.5K2026-11-04
Salem Investment Counselors Inc
CLOSED03-3-100%$154$0-$1542026-10-13
Morgan Stanley
N/A—44,735-44,735-100%$2.3M———
Raymond James Financial Inc
N/A—18,710-18,710-100%$959.4K———
Goldman Sachs Group Inc
N/A—11,330-11,330-100%$581.0K———
Osaic Holdings, Inc.
N/A—9,972-9,972-100%$511.4K———
Bank of Montreal
N/A—8,310-8,310-100%$426.1K———
Mosaic Family Wealth Partners, LLC
N/A—5,913-5,913-100%$303.2K———
Susquehanna International Group, LLP
N/A—5,205-5,205-100%$266.9K———
Wells Fargo & Company
N/A—5,187-5,187-100%$266.0K———
UBS Group AG
N/A—5,163-5,163-100%$264.8K———
Jones Financial Companies Lllp
N/A—3,277-3,277-100%$167.9K———
Rothschild Investment LLC
N/A—3,000-3,000-100%$153.8K———
Glenmede Trust Co NA
N/A—2,130-2,130-100%$109.2K———
Bellevue Asset Management, LLC
N/A—1,920-1,920-100%$98.5K———
FMR LLC
N/A—1,880-1,880-100%$96.4K———
National Bank of Canada
N/A—1,800-1,800-100%$92.2K———
Northwestern Mutual Wealth Management Co
N/A—1,249-1,249-100%$64.0K———
JPMorgan Chase & Co
N/A—1,110-1,110-100%$56.9K———
Atlantic Union Bankshares Corp
N/A—729-729-100%$37.4K———
Medallion Wealth Advisors, LLC
N/A—498-498-100%$25.5K———
Royal Bank of Canada
N/A—435-435-100%$22.0K———
Global Retirement Partners, LLC
N/A—321-321-100%$16.5K———
Ameriflex Group, Inc.
N/A—275-275-100%$14.1K———
Steward Partners Investment Advisory, LLC
N/A—240-240-100%$12.3K———
Smartleaf Asset Management LLC
N/A—135-135-100%$6.9K———
Showing 42 of 42 institutions