IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Equal Weight 0-30 YR (GOVI)

CUSIP: 46138E107 | NYSE | 276 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with BNY Mellon IHC, LLC, MBC Investments Corp, BNY Mellon Advisors, Inc.
2,427,4685.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABank of New York Mellon Corp2,427,468
5.3% of class · Jun 30, 2026New 5%+ stake
with BNY Mellon IHC, LLC, MBC Investments Corp, BNY Mellon Advisors, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp2,529,867
0.0% of portfolio›$63.9M
Commonwealth Financial Services, LLC713,169
3.2% of portfolio›$18.0M
Stewardship Advisors, LLC604,126
3.2% of portfolio›$15.3M
Simplicity Wealth,LLC567,348
0.4% of portfolio›$14.3M
Commonwealth Equity Services, LLC533,643
0.0% of portfolio›$13.5M
Ashton Thomas Securities, LLC341,714
0.9% of portfolio›$8.6M
Asset Allocation Strategies LLC324,896
1.2% of portfolio›$8.2M
Total Clarity Wealth Management, Inc.195,618
1.0% of portfolio›$4.9M
Cambridge Investment Research Advisors, Inc.192,444
0.0% of portfolio›$4.9M
Concurrent Investment Advisors, LLC168,919
0.0% of portfolio›$4.3M
Prospera Financial Services Inc126,808
0.0% of portfolio›$3.3M
Curry Webb Wealth Management LLC104,509
1.2% of portfolio›$2.8M
Kestra Advisory Services, LLC84,681
0.0% of portfolio›$2.1M
VestGen Advisors, LLC78,053
0.1% of portfolio›$2.0M
WealthBridge Capital Management, LLC56,376
0.3% of portfolio›$1.4M
Dynamic Advisor Solutions LLC39,939
0.0% of portfolio›$1.0M
Crumly & Associates Inc.35,341
0.2% of portfolio›$892.7K
Kestra Private Wealth Services, LLC34,490
0.0% of portfolio›$871.2K
Financial Management Network Inc29,885
0.1% of portfolio›$754.8K
Williams & Novak Wealth Management, LLC24,600
0.3% of portfolio›$548.8K
J.W. Cole Advisors, Inc.22,304
0.0% of portfolio›$1.3M
Firethorn Wealth Partners, LLC19,019
0.2% of portfolio›$480.4K
Wealth Enhancement Advisory Services, LLC17,628
0.0% of portfolio›$447.2K
Sowell Financial Services LLC14,480
0.0% of portfolio›$365.8K
Community Bank & Trust, Waco, Texas14,060
0.0% of portfolio›$355
Radnor Capital Management, LLC13,233
0.0% of portfolio›$334.3K
Schwallier Wealth Management LLC12,390
0.2% of portfolio›$313.0K
MGO One Seven LLC11,488
0.0% of portfolio›$290.2K
Integrated Advisors Network LLC10,775
0.0% of portfolio›$272.2K
Prime Capital Investment Advisors, LLC8,668
0.0% of portfolio›$219.0K
CoreCap Advisors, LLC8,627
0.0% of portfolio›$217.9K
Fifth Third Bancorp7,376
0.0% of portfolio›$186.3K
Greenspring Advisors, LLC4,234
0.0% of portfolio›$263.9K
Concord Wealth Partners2,248
0.0% of portfolio›$56.8K
Nova Financial LLC1,979
0.0% of portfolio›$50.0K
Ashton Thomas Private Wealth, LLC1,822
0.0% of portfolio›$46.0K
Ascentis Independent Advisors1,000
0.0% of portfolio›$25.3K
Private Trust Co NA983
0.0% of portfolio›$24.8K
Cullen T Bankers, Inc.771
0.0% of portfolio›$19.5K
Creative Financial Designs Inc616
0.0% of portfolio›$15.6K
IFP Advisors, Inc456
0.0% of portfolio›$11.5K
Buck Wealth Strategies, LLC132
0.0% of portfolio›$3.3K
Lodestone Wealth Management LLC92
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
2,529,867$63.9M0.0%CoreLowNew York, NY2026-11-05
Commonwealth Financial Services, LLC
713,169$18.0M3.2%ETFMediumVienna, WV2026-10-20
Stewardship Advisors, LLC
604,126$15.3M3.2%ETFMediumMount Joy, PA2026-10-20
Simplicity Wealth,LLC
567,348$14.3M0.4%ETFLowSummit, NJ2026-10-23
Commonwealth Equity Services, LLC
533,643$13.5M0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Securities, LLC
341,714$8.6M0.9%ETFMediumRochester, NY2026-10-26
Asset Allocation Strategies LLC
324,896$8.2M1.2%ETFMediumFarmington, MI2026-10-20
Total Clarity Wealth Management, Inc.
195,618$4.9M1.0%ETFMediumSt. Charles, IL2026-10-26
Cambridge Investment Research Advisors, Inc.
192,444$4.9M0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
168,919$4.3M0.0%GrowthMediumTampa, FL2026-10-16
Prospera Financial Services Inc
126,808$3.3M0.0%CoreMediumDallas, TX2026-11-04
Curry Webb Wealth Management LLC
104,509$2.8M1.2%ETFLowIndianapolis, IN2026-10-22
Kestra Advisory Services, LLC
84,681$2.1M0.0%CoreLowAustin, TX2026-11-02
VestGen Advisors, LLC
78,053$2.0M0.1%GrowthMediumChicago, IL2026-10-27
WealthBridge Capital Management, LLC
56,376$1.4M0.3%ETFLowWesterville, OH2026-10-16
Dynamic Advisor Solutions LLC
39,939$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
Crumly & Associates Inc.
35,341$892.7K0.2%ETFMediumSpringfield, IL2026-10-07
Kestra Private Wealth Services, LLC
34,490$871.2K0.0%GrowthLowAustin, TX2026-10-30
Financial Management Network Inc
29,885$754.8K0.1%ETFLowMission Viejo, CA2026-10-09
Williams & Novak Wealth Management, LLC
24,600$548.8K0.3%ETFMediumWestlake Village, CA2026-10-09
J.W. Cole Advisors, Inc.
22,304$1.3M0.0%IndexLowTampa, FL2026-11-05
Firethorn Wealth Partners, LLC
19,019$480.4K0.2%ETFLowAugusta, GA2026-10-14
Wealth Enhancement Advisory Services, LLC
17,628$447.2K0.0%CoreLowPlymouth, MN2026-10-13
Sowell Financial Services LLC
14,480$365.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Community Bank & Trust, Waco, Texas
14,060$3550.0%CoreVery LowWaco, TX2026-10-19
Radnor Capital Management, LLC
13,233$334.3K0.0%CoreLowWayne, PA2026-10-23
Schwallier Wealth Management LLC
12,390$313.0K0.2%ETFHighGrand Rapids, MI2026-11-05
MGO One Seven LLC
11,488$290.2K0.0%GrowthLowBeachwood, OH2026-10-28
Integrated Advisors Network LLC
10,775$272.2K0.0%GrowthMediumDallas, TX2026-10-20
Prime Capital Investment Advisors, LLC
8,668$219.0K0.0%ETFLowOverland Park, KS2026-10-20
CoreCap Advisors, LLC
8,627$217.9K0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Bancorp
7,376$186.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Greenspring Advisors, LLC
4,234$263.9K0.0%ETFVery LowTowson, MD2026-11-05
Concord Wealth Partners
2,248$56.8K0.0%GrowthLowAbingdon, VA2026-11-02
Nova Financial LLC
1,979$50.0K0.0%N/AN/ATucson, AZ2026-11-04
Ashton Thomas Private Wealth, LLC
1,822$46.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Ascentis Independent Advisors
1,000$25.3K0.0%ETFLowDallas, TX2026-11-03
Private Trust Co NA
983$24.8K0.0%CoreLowCleveland, OH2026-10-20
Cullen T Bankers, Inc.
771$19.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Creative Financial Designs Inc
616$15.6K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
456$11.5K0.0%GrowthLowTampa, FL2026-10-16
Buck Wealth Strategies, LLC
132$3.3K0.0%ValueMediumDenver, CO2026-10-28
Lodestone Wealth Management LLC
92$2.3K0.0%CoreLowSpokane, WA2026-10-14