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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
NEW
Shares2,240,350
Change+2,240,350
Value$101.1M
Filed 2026-10-21
Colonial River Investments, LLC
INCREASED
Shares152,212 from 141,256
Change+10,956 (+8%)
Value$6.9M (+$634.3K)
Filed 2026-10-19
Gilbert Capital Group, Inc.
NEW
Shares81,770
Change+81,770
Value$3.7M
Filed 2026-10-28
Avestar Capital, LLC
NEW
Shares32,589
Change+32,589
Value$1.5M
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares31,592 from 24,465
Change+7,127 (+29%)
Value$1.4M (+$345.9K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares18,587 from 1,507
Change+17,080 (+1133%)
Value$838.8K (+$772.3K)
Filed 2026-10-28
Center For Asset Management LLC
NEW
Shares7,921
Change+7,921
Value$357.5K
Filed 2026-10-16
ACT Advisors, Llc.
NEW
Shares5,474
Change+5,474
Value$247.0K
Filed 2026-10-15
TFB Advisors LLC
NEW
Shares5,424
Change+5,424
Value$244.8K
Filed 2026-11-02
Ascent Group, LLC
NEW
Shares5,198
Change+5,198
Value$234.6K
Filed 2026-10-30
Sanchez Gaunt Capital Management, LLC
NEW
Shares5,181
Change+5,181
Value$233.8K
Filed 2026-11-03
Richardson Financial Services Inc.
NEW
Shares1,321
Change+1,321
Value$59.6K
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares1,060 from 1,071
Change-11 (-1%)
Value$47.8K (+$564)
Filed 2026-10-20
Rossby Financial, LCC
NEW
Shares397
Change+397
Value$17.9K
Filed 2026-11-05
Capital Investment Advisory Services, LLC
NEW
Shares265
Change+265
Value$12.0K
Filed 2026-10-30
Fifth Third Bancorp
NEW
Shares117
Change+117
Value$5.3K
Filed 2026-11-05
Cape Investment Advisory, Inc.
NEW
Shares79
Change+79
Value$3.6K
Filed 2026-10-13
Beacon Financial Strategies Corp
NEW
Shares44
Change+44
Value$2.0K
Filed 2026-10-14
Silver Grove Financial Group, Inc.
NEW
Shares5
Change+5
Value$226
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
NEW
Shares3
Change+3
Value$136
Filed 2026-10-16
Blue Trust, Inc.
NEW
Shares3
Change+3
Value$120
Filed 2026-10-15
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 30,516,713
Change-30,516,713 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 608,530
Change-608,530 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 139,231
Change-139,231 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 107,596
Change-107,596 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 86,025
Change-86,025 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 34,506
Change-34,506 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 19,177
Change-19,177 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,988
Change-18,988 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 113
Change-113 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36
Change-36 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Assetmark, Inc
NEW2,240,350—+2,240,350——$101.1M—2026-10-21
Colonial River Investments, LLC
INCREASED152,212141,256+10,956+8%$6.2M$6.9M+$634.3K2026-10-19
Gilbert Capital Group, Inc.
NEW81,770—+81,770——$3.7M—2026-10-28
Avestar Capital, LLC
NEW32,589—+32,589——$1.5M—2026-10-28
Kestra Advisory Services, LLC
INCREASED31,59224,465+7,127+29%$1.1M$1.4M+$345.9K2026-11-02
Cullen T Bankers, Inc.
INCREASED18,5871,507+17,080+1133%$66.5K$838.8K+$772.3K2026-10-28
Center For Asset Management LLC
NEW7,921—+7,921——$357.5K—2026-10-16
ACT Advisors, Llc.
NEW5,474—+5,474——$247.0K—2026-10-15
TFB Advisors LLC
NEW5,424—+5,424——$244.8K—2026-11-02
Ascent Group, LLC
NEW5,198—+5,198——$234.6K—2026-10-30
Sanchez Gaunt Capital Management, LLC
NEW5,181—+5,181——$233.8K—2026-11-03
Richardson Financial Services Inc.
NEW1,321—+1,321——$59.6K—2026-10-30
Private Trust Co NA
DECREASED1,0601,071-11-1%$47.3K$47.8K+$5642026-10-20
Rossby Financial, LCC
NEW397—+397——$17.9K—2026-11-05
Capital Investment Advisory Services, LLC
NEW265—+265——$12.0K—2026-10-30
Fifth Third Bancorp
NEW117—+117——$5.3K—2026-11-05
Cape Investment Advisory, Inc.
NEW79—+79——$3.6K—2026-10-13
Beacon Financial Strategies Corp
NEW44—+44——$2.0K—2026-10-14
Silver Grove Financial Group, Inc.
NEW5—+5——$226—2026-11-05
Halbert Hargrove Global Advisors, LLC
NEW3—+3——$136—2026-10-16
Blue Trust, Inc.
NEW3—+3——$120—2026-10-15
Municipal Employees' Retirement System of Michigan
N/A—30,516,713-30,516,713-100%$1.3B———
Private Advisor Group, LLC
N/A—608,530-608,530-100%$26.9M———
RPg Family Wealth Advisory, LLC
N/A—139,231-139,231-100%$6.1M———
LPL Financial LLC
N/A—107,596-107,596-100%$4.7M———
Cetera Investment Advisers
N/A—86,025-86,025-100%$3.8M———
Bank of America Corp
N/A—34,506-34,506-100%$1.5M———
GTS Securities LLC
N/A—19,177-19,177-100%$846.5K———
Kingsview Wealth Management, LLC
N/A—18,988-18,988-100%$838.1K———
Belpointe Asset Management LLC
N/A—10,989-10,989-100%$485.1K———
ArborFi Advisors, LLC
N/A—10,707-10,707-100%$472.6K———
Citadel Advisors LLC
N/A—9,863-9,863-100%$435.4K———
Osaic Holdings, Inc.
N/A—8,837-8,837-100%$390.1K———
Northwestern Mutual Wealth Management Co
N/A—6,084-6,084-100%$268.5K———
Morgan Stanley
N/A—3,094-3,094-100%$136.6K———
Vanguard Advisers Inc
N/A—113-113-100%$5.0K———
UBS Group AG
N/A—36-36-100%$1.6K———
Continuum Advisory, LLC
N/A—4-4-100%$177———
Showing 38 of 38 institutions