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Invesco Equal Weight 0-30 YR (GOVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares4,292,666 from 4,405,888
Change-113,222 (-3%)
Value$108.4M (-$11.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares2,529,867 from 2,427,468
Change+102,399 (+4%)
Value$63.9M (-$2.0M)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares713,169 from 1,060,517
Change-347,348 (-33%)
Value$18.0M (-$10.8M)
Filed 2026-10-20
Stewardship Advisors, LLC
INCREASED
Shares604,126 from 593,954
Change+10,172 (+2%)
Value$15.3M (-$865.6K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares567,348 from 151,671
Change+415,677 (+274%)
Value$14.3M (+$10.2M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares533,643 from 514,768
Change+18,875 (+4%)
Value$13.5M (-$496.1K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares341,714 from 325,976
Change+15,738 (+5%)
Value$8.6M (-$208.8K)
Filed 2026-10-26
Asset Allocation Strategies LLC
NEW
Shares324,896
Change+324,896
Value$8.2M
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares195,618 from 187,444
Change+8,174 (+4%)
Value$4.9M (-$147.8K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares192,444 from 179,958
Change+12,486 (+7%)
Value$4.9M (-$25.0K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares168,919 from 422,281
Change-253,362 (-60%)
Value$4.3M (-$7.2M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares126,808 from 38,898
Change+87,910 (+226%)
Value$3.3M (+$2.3M)
Filed 2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED
Shares104,509 from 104,509
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares84,681 from 224,900
Change-140,219 (-62%)
Value$2.1M (-$4.0M)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares78,053 from 77,683
Change+370 (+0%)
Value$2.0M (-$137.5K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares64,941 from 64,772
Change+169 (+0%)
Value$1.6M (-$118.2K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
INCREASED
Shares56,376 from 52,381
Change+3,995 (+8%)
Value$1.4M (+$1.9K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares39,939 from 44,713
Change-4,774 (-11%)
Value$1.0M (-$205.1K)
Filed 2026-10-13
Crumly & Associates Inc.
NEW
Shares35,341
Change+35,341
Value$892.7K
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares34,490 from 43,016
Change-8,526 (-20%)
Value$871.2K (-$296.7K)
Filed 2026-11-06
Financial Management Network Inc
INCREASED
Shares29,885 from 22,300
Change+7,585 (+34%)
Value$754.8K (+$155.7K)
Filed 2026-10-09
Williams & Novak Wealth Management, LLC
NEW
Shares24,600
Change+24,600
Value$548.8K
Filed 2026-10-09
J.W. Cole Advisors, Inc.
NEW
Shares22,304
Change+22,304
Value$1.3M
Filed 2026-11-05
Firethorn Wealth Partners, LLC
INCREASED
Shares19,019 from 16,611
Change+2,408 (+15%)
Value$480.4K (+$29.4K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares17,628 from 21,349
Change-3,721 (-17%)
Value$447.2K (-$125.8K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares14,480 from 14,545
Change-65 (0%)
Value$365.8K (-$29.1K)
Filed 2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED
Shares14,060 from 11,730
Change+2,330 (+20%)
Value$355 (-$317.6K)
Filed 2026-10-19
Radnor Capital Management, LLC
NEW
Shares13,233
Change+13,233
Value$334.3K
Filed 2026-10-23
Schwallier Wealth Management LLC
DECREASED
Shares12,390 from 33,118
Change-20,728 (-63%)
Value$313.0K (-$586.2K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares11,488 from 11,304
Change+184 (+2%)
Value$290.2K (-$16.7K)
Filed 2026-10-28
Integrated Advisors Network LLC
NEW
Shares10,775
Change+10,775
Value$272.2K
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
NEW
Shares8,668
Change+8,668
Value$219.0K
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares8,627 from 6,709
Change+1,918 (+29%)
Value$217.9K (+$35.8K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares7,376 from 5,204
Change+2,172 (+42%)
Value$186.3K (+$45.0K)
Filed 2026-11-05
Greenspring Advisors, LLC
NEW
Shares4,234
Change+4,234
Value$263.9K
Filed 2026-11-05
Concord Wealth Partners
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$56.8K (-$4.2K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares1,979
Change+1,979
Value$50.0K
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
NEW
Shares1,822
Change+1,822
Value$46.0K
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares1,000
Change+1,000
Value$25.3K
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares983 from 4,831
Change-3,848 (-80%)
Value$24.8K (-$106.3K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares771 from 763
Change+8 (+1%)
Value$19.5K (-$1.2K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$15.6K (-$1.2K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares456 from 419
Change+37 (+9%)
Value$11.5K (+$143)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares132 from 301
Change-169 (-56%)
Value$3.3K (-$4.8K)
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.3K (-$174)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 549,243
Change-549,243 (-100%)
Value$0 (-$14.9M)
Filed 2026-10-16
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 28,705
Change-28,705 (-100%)
Value$0 (-$779.3K)
Filed 2026-10-13
Spire Wealth Management
CLOSED
Shares0 from 17,700
Change-17,700 (-100%)
Value$0 (-$480.6K)
Filed 2026-10-30
Econ Financial Services Corp
CLOSED
Shares0 from 11,274
Change-11,274 (-100%)
Value$0 (-$306.1K)
Filed 2026-10-19
Axim Planning & Wealth
CLOSED
Shares0 from 7,416
Change-7,416 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 372
Change-372 (-100%)
Value$0 (-$10.1K)
Filed 2026-11-04
US Bancorp \de\
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-05
Daytona Street Capital LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$64.3K)
Filed 2026-10-15
Wagner Wealth Management, LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-21
Invesco Ltd.
N/A
Shares— from 14,175,621
Change-14,175,621 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,105,110
Change-1,105,110 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 824,401
Change-824,401 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 657,924
Change-657,924 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 615,776
Change-615,776 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 556,899
Change-556,899 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 498,844
Change-498,844 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 283,559
Change-283,559 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 281,199
Change-281,199 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 279,259
Change-279,259 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 255,748
Change-255,748 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 180,745
Change-180,745 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 153,921
Change-153,921 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 132,591
Change-132,591 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 96,051
Change-96,051 (-100%)
Value—
&partners
N/A
Shares— from 76,969
Change-76,969 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 75,217
Change-75,217 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 61,869
Change-61,869 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 57,539
Change-57,539 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 55,437
Change-55,437 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,400
Change-46,400 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 44,910
Change-44,910 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 36,661
Change-36,661 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 26,174
Change-26,174 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 26,127
Change-26,127 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,654
Change-23,654 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,998
Change-20,998 (-100%)
Value—
UBS Group AG
N/A
Shares— from 17,993
Change-17,993 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 17,640
Change-17,640 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,184
Change-16,184 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 14,094
Change-14,094 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
FMR LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Status
LPL Financial LLC
DECREASED4,292,6664,405,888-113,222-3%$119.6M$108.4M-$11.2M2026-11-06
Bank of New York Mellon Corp
INCREASED2,529,8672,427,468+102,399+4%$65.9M$63.9M-$2.0M2026-11-05
Commonwealth Financial Services, LLC
DECREASED713,1691,060,517-347,348-33%$28.8M$18.0M-$10.8M2026-10-20
Stewardship Advisors, LLC
INCREASED604,126593,954+10,172+2%$16.1M$15.3M-$865.6K2026-10-20
Simplicity Wealth,LLC
INCREASED567,348151,671+415,677+274%$4.1M$14.3M+$10.2M2026-10-23
Commonwealth Equity Services, LLC
INCREASED533,643514,768+18,875+4%$14.0M$13.5M-$496.1K2026-11-02
Ashton Thomas Securities, LLC
INCREASED341,714325,976+15,738+5%$8.8M$8.6M-$208.8K2026-10-26
Asset Allocation Strategies LLC
NEW324,896—+324,896——$8.2M—2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED195,618187,444+8,174+4%$5.1M$4.9M-$147.8K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED192,444179,958+12,486+7%$4.9M$4.9M-$25.0K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED168,919422,281-253,362-60%$11.5M$4.3M-$7.2M2026-10-16
Prospera Financial Services Inc
INCREASED126,80838,898+87,910+226%$1.1M$3.3M+$2.3M2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED104,509104,50900%$2.8M$2.8M$02026-10-22
Kestra Advisory Services, LLC
DECREASED84,681224,900-140,219-62%$6.1M$2.1M-$4.0M2026-11-02
VestGen Advisors, LLC
INCREASED78,05377,683+370+0%$2.1M$2.0M-$137.5K2026-10-27
PNC Financial Services Group, Inc.
INCREASED64,94164,772+169+0%$1.8M$1.6M-$118.2K2026-11-06
WealthBridge Capital Management, LLC
INCREASED56,37652,381+3,995+8%$1.4M$1.4M+$1.9K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED39,93944,713-4,774-11%$1.2M$1.0M-$205.1K2026-10-13
Crumly & Associates Inc.
NEW35,341—+35,341——$892.7K—2026-10-07
Kestra Private Wealth Services, LLC
DECREASED34,49043,016-8,526-20%$1.2M$871.2K-$296.7K2026-11-06
Financial Management Network Inc
INCREASED29,88522,300+7,585+34%$599.1K$754.8K+$155.7K2026-10-09
Williams & Novak Wealth Management, LLC
NEW24,600—+24,600——$548.8K—2026-10-09
J.W. Cole Advisors, Inc.
NEW22,304—+22,304——$1.3M—2026-11-05
Firethorn Wealth Partners, LLC
INCREASED19,01916,611+2,408+15%$451.0K$480.4K+$29.4K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED17,62821,349-3,721-17%$573.0K$447.2K-$125.8K2026-10-13
Sowell Financial Services LLC
DECREASED14,48014,545-650%$394.9K$365.8K-$29.1K2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED14,06011,730+2,330+20%$318.0K$355-$317.6K2026-10-19
Radnor Capital Management, LLC
NEW13,233—+13,233——$334.3K—2026-10-23
Schwallier Wealth Management LLC
DECREASED12,39033,118-20,728-63%$899.1K$313.0K-$586.2K2026-11-05
MGO One Seven LLC
INCREASED11,48811,304+184+2%$306.9K$290.2K-$16.7K2026-10-28
Integrated Advisors Network LLC
NEW10,775—+10,775——$272.2K—2026-10-20
Prime Capital Investment Advisors, LLC
NEW8,668—+8,668——$219.0K—2026-10-20
CoreCap Advisors, LLC
INCREASED8,6276,709+1,918+29%$182.1K$217.9K+$35.8K2026-10-08
Fifth Third Bancorp
INCREASED7,3765,204+2,172+42%$141.3K$186.3K+$45.0K2026-11-05
Greenspring Advisors, LLC
NEW4,234—+4,234——$263.9K—2026-11-05
Concord Wealth Partners
UNCHANGED2,2482,24800%$61.0K$56.8K-$4.2K2026-11-02
Nova Financial LLC
NEW1,979—+1,979——$50.0K—2026-11-04
Ashton Thomas Private Wealth, LLC
NEW1,822—+1,822——$46.0K—2026-11-03
Ascentis Independent Advisors
NEW1,000—+1,000——$25.3K—2026-11-03
Private Trust Co NA
DECREASED9834,831-3,848-80%$131.2K$24.8K-$106.3K2026-10-20
Cullen T Bankers, Inc.
INCREASED771763+8+1%$20.7K$19.5K-$1.2K2026-10-28
Creative Financial Designs Inc
UNCHANGED61661600%$16.7K$15.6K-$1.2K2026-11-04
IFP Advisors, Inc
INCREASED456419+37+9%$11.4K$11.5K+$1432026-10-16
Buck Wealth Strategies, LLC
DECREASED132301-169-56%$8.2K$3.3K-$4.8K2026-10-28
Lodestone Wealth Management LLC
UNCHANGED929200%$2.5K$2.3K-$1742026-10-14
Scarborough Advisors, LLC
CLOSED0549,243-549,243-100%$14.9M$0-$14.9M2026-10-16
Signal Advisors Wealth, LLC
CLOSED028,705-28,705-100%$779.3K$0-$779.3K2026-10-13
Spire Wealth Management
CLOSED017,700-17,700-100%$480.6K$0-$480.6K2026-10-30
Econ Financial Services Corp
CLOSED011,274-11,274-100%$306.1K$0-$306.1K2026-10-19
Axim Planning & Wealth
CLOSED07,416-7,416-100%$201.3K$0-$201.3K2026-10-28
EverSource Wealth Advisors, LLC
CLOSED0372-372-100%$10.1K$0-$10.1K2026-11-04
US Bancorp \de\
CLOSED0360-360-100%$9.8K$0-$9.8K2026-11-05
Daytona Street Capital LLC
CLOSED0300-300-100%$64.3K$0-$64.3K2026-10-15
Wagner Wealth Management, LLC
CLOSED0117-117-100%$3.2K$0-$3.2K2026-10-21
Invesco Ltd.
N/A—14,175,621-14,175,621-100%$384.9M———
Cetera Investment Advisers
N/A—1,105,110-1,105,110-100%$30.0M———
Private Advisor Group, LLC
N/A—824,401-824,401-100%$22.4M———
Petix & Botte Co
N/A—657,924-657,924-100%$17.9M———
Bank of America Corp
N/A—615,776-615,776-100%$16.7M———
Spectrum Investment Advisors, Inc.
N/A—556,899-556,899-100%$15.1M———
Envestnet Asset Management Inc
N/A—498,844-498,844-100%$13.5M———
Integrated Wealth Concepts LLC
N/A—283,559-283,559-100%$7.7M———
Garden State Investment Advisory Services LLC
N/A—281,199-281,199-100%$7.6M———
Royal Bank of Canada
N/A—279,259-279,259-100%$7.6M———
Morgan Stanley
N/A—255,748-255,748-100%$6.9M———
Wells Fargo & Company
N/A—180,745-180,745-100%$4.9M———
Gladstone Institutional Advisory LLC
N/A—153,921-153,921-100%$4.2M———
Susquehanna International Group, LLP
N/A—132,591-132,591-100%$3.6M———
Osaic Holdings, Inc.
N/A—96,051-96,051-100%$2.6M———
&partners
N/A—76,969-76,969-100%$2.1M———
Jane Street Group, LLC
N/A—75,217-75,217-100%$2.0M———
PAX Financial Group, LLC
N/A—61,869-61,869-100%$1.7M———
Jones Financial Companies Lllp
N/A—57,539-57,539-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—55,437-55,437-100%$1.5M———
Janney Montgomery Scott LLC
N/A—46,400-46,400-100%$1.3M———
Sequent Planning LLC
N/A—44,910-44,910-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—36,661-36,661-100%$995.3K———
MML Investors Services, LLC
N/A—26,174-26,174-100%$710.6K———
PFG Investments, LLC
N/A—26,127-26,127-100%$709.4K———
Principal Securities, Inc.
N/A—23,654-23,654-100%$642.2K———
World Investment Advisors
N/A—20,998-20,998-100%$572.8K———
UBS Group AG
N/A—17,993-17,993-100%$488.5K———
Alteri Wealth LLC
N/A—17,640-17,640-100%$478.9K———
Citadel Advisors LLC
N/A—16,184-16,184-100%$439.4K———
Tailwinds Wealth, LLC
N/A—14,094-14,094-100%$382.7K———
Sequoia Financial Advisors, LLC
N/A—10,545-10,545-100%$286.3K———
Empirical Asset Management, LLC
N/A—10,504-10,504-100%$285.2K———
CreativeOne Wealth, LLC
N/A—10,000-10,000-100%$271.5K———
Raymond James Financial Inc
N/A—9,750-9,750-100%$264.7K———
JPMorgan Chase & Co
N/A—8,624-8,624-100%$236.0K———
Main Street Financial Solutions, LLC
N/A—5,660-5,660-100%$341.2K———
Harbour Investments, Inc.
N/A—3,461-3,461-100%$94.0K———
IFG Advisory, LLC
N/A—3,208-3,208-100%$87.1K———
ST Germain D J Co Inc
N/A—2,503-2,503-100%$68.0K———
AE Wealth Management LLC
N/A—2,304-2,304-100%$62.6K———
Northwestern Mutual Wealth Management Co
N/A—1,913-1,913-100%$51.9K———
NewEdge Advisors, LLC
N/A—983-983-100%$26.7K———
Global Retirement Partners, LLC
N/A—394-394-100%$10.7K———
Aptus Capital Advisors, LLC
N/A—261-261-100%$7.1K———
FMR LLC
N/A—65-65-100%$1.8K———
Showing 100 of 100 institutions