Invesco S&P 500 QVM Multi-Fa (QVML)

CUSIP: 46138G581 | NYSE | 50 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Assetmark, Inc2,240,350

0.2% of portfolio$101.1M

Colonial River Investments, LLC152,212

1.8% of portfolio$6.9M

Gilbert Capital Group, Inc.81,770

2.6% of portfolio$3.7M

Avestar Capital, LLC32,589

0.1% of portfolio$1.5M

Kestra Advisory Services, LLC31,592

0.0% of portfolio$1.4M

Cullen T Bankers, Inc.18,587

0.0% of portfolio$838.8K

Center For Asset Management LLC7,921

0.2% of portfolio$357.5K

ACT Advisors, Llc.5,474

0.1% of portfolio$247.0K

TFB Advisors LLC5,424

0.1% of portfolio$244.8K

Ascent Group, LLC5,198

0.0% of portfolio$234.6K

Sanchez Gaunt Capital Management, LLC5,181

0.1% of portfolio$233.8K

Richardson Financial Services Inc.1,321

0.0% of portfolio$59.6K

Private Trust Co NA1,060

0.0% of portfolio$47.8K

Capital Investment Advisory Services, LLC265

0.0% of portfolio$12.0K

Cape Investment Advisory, Inc.79

0.0% of portfolio$3.6K

Beacon Financial Strategies Corp44

0.0% of portfolio$2.0K

Silver Grove Financial Group, Inc.5

0.0% of portfolio$226

Blue Trust, Inc.3

0.0% of portfolio$120

Halbert Hargrove Global Advisors, LLC3

0.0% of portfolio$136

				Style	Turnover	Location	Filed
Assetmark, Inc	2,240,350	$101.1M	0.2%	ETF	Low	Concord, CA	2026-10-21
Colonial River Investments, LLC	152,212	$6.9M	1.8%	Growth	Medium	Midlothian, VA	2026-10-19
Gilbert Capital Group, Inc.	81,770	$3.7M	2.6%	ETF	High	North Yarmouth, ME	2026-10-28
Avestar Capital, LLC	32,589	$1.5M	0.1%	Growth	Low	New York, NY	2026-10-28
Kestra Advisory Services, LLC	31,592	$1.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Cullen T Bankers, Inc.	18,587	$838.8K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Center For Asset Management LLC	7,921	$357.5K	0.2%	ETF	Medium	Palm Beach Gardens, FL	2026-10-16
ACT Advisors, Llc.	5,474	$247.0K	0.1%	ETF	Medium	Asheville, NC	2026-10-15
TFB Advisors LLC	5,424	$244.8K	0.1%	ETF	Low	Overland Park, KS	2026-11-02
Ascent Group, LLC	5,198	$234.6K	0.0%	Core	Low	Virginia Beach, VA	2026-10-30
Sanchez Gaunt Capital Management, LLC	5,181	$233.8K	0.1%	ETF	N/A	Reno, NV	2026-11-03
Richardson Financial Services Inc.	1,321	$59.6K	0.0%	Growth	Medium	Medway, MA	2026-10-30
Private Trust Co NA	1,060	$47.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Capital Investment Advisory Services, LLC	265	$12.0K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Cape Investment Advisory, Inc.	79	$3.6K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Beacon Financial Strategies Corp	44	$2.0K	0.0%	ETF	Very Low	Raleigh, NC	2026-10-14
Silver Grove Financial Group, Inc.	5	$226	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Blue Trust, Inc.	3	$120	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Halbert Hargrove Global Advisors, LLC	3	$136	0.0%	ETF	Low	Long Beach, CA	2026-10-16