16 institutions reported holding $27.5M of Invesco Exchang/s&p 500 Value With (SPVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beta Wealth Group, Inc. ($12.9M), CAPSTONE WEALTH MANAGEMENT GROUP, LLC ($12.5M), Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors ($374,452), PRIVATE TRUST CO NA ($343,794), Nvest Financial, LLC ($310,386). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beta Wealth Group, Inc. | $12.9M | 173,484 | Added |
| 2 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $12.5M | 167,795 | Added |
| 3 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $374,452 | 5,032 | New |
| 4 | PRIVATE TRUST CO NA | $343,794 | 4,620 | Hold |
| 5 | Nvest Financial, LLC | $310,386 | 4,171 | New |
| 6 | Cooper Financial Group | $310,073 | 4,167 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $276,481 | 3,715 | New |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247,187 | 3,270 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $207,962 | 2,795 | New |
| 10 | IFP Advisors, Inc | $31,180 | 419 | Added |
| 11 | Cape Investment Advisory, Inc. | $26,833 | 361 | New |
| 12 | ASSETMARK, INC | $14,883 | 200 | New |
| 13 | Key Financial Inc | $4,390 | 59 | Hold |
| 14 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 15 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 16 | Tactive Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30