Who Owns INVESCO BLOOMBERG MVP MULTI- (BMVP)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $16.2M of INVESCO BLOOMBERG MVP MULTI- (BMVP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($4.3M), Institute for Wealth Management, LLC. ($2.9M), MORGAN STANLEY ($2.3M), RAYMOND JAMES FINANCIAL INC ($959,425), COMMONWEALTH EQUITY SERVICES, LLC ($730,920). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$4.3M	83,565	Trimmed
2	Institute for Wealth Management, LLC.	$2.9M	56,975	Added
3	MORGAN STANLEY	$2.3M	44,735	Trimmed
4	RAYMOND JAMES FINANCIAL INC	$959,425	18,710	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$730,920	14,254	Trimmed
6	GOLDMAN SACHS GROUP INC	$580,996	11,330	Trimmed
7	OSAIC HOLDINGS, INC.	$511,388	9,972	Added
8	BANK OF MONTREAL /CAN/	$426,132	8,310	Hold
9	TRUIST FINANCIAL CORP	$326,137	6,360	Added
10	Evanson Financial, LLC	$308,753	6,021	New
11	MOSAIC FAMILY WEALTH PARTNERS, LLC	$303,238	5,913	Added
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$266,909	5,205	New
13	WELLS FARGO & COMPANY/MN	$266,010	5,187	Hold
14	UBS Group AG	$264,753	5,163	Added
15	Creative Planning	$231,778	4,520	Hold
16	J.W. COLE ADVISORS, INC.	$217,889	4,249	New
17	JONES FINANCIAL COMPANIES LLLP	$167,913	3,277	Trimmed
18	ROTHSCHILD INVESTMENT LLC	$153,838	3,000	Hold
19	Clearstead Advisors, LLC	$151,628	2,957	Added
20	GLENMEDE TRUST CO NA	$109,225	2,130	Trimmed
21	BELLEVUE ASSET MANAGEMENT, LLC	$98,456	1,920	Hold
22	FMR LLC	$96,398	1,880	Hold
23	NATIONAL BANK OF CANADA /FI/	$92,178	1,800	Hold
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$64,047	1,249	Added
25	JPMORGAN CHASE & CO	$56,895	1,110	Hold

Source: SEC Form 13F filings · as of 2026-06-30