18 institutions reported holding $20.1M of Invesco S&P 500 Concentrated QVM ETF (SPVU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Armbruster Capital Management, Inc. ($10.9M), LMCG INVESTMENTS, LLC ($2.7M), MassMutual Private Wealth & Trust, FSB ($1.3M), ENVESTNET ASSET MANAGEMENT INC ($926,991), Paragon Capital Management Ltd ($830,627). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | $10.9M | 156,628 | Trimmed |
| 2 | LMCG INVESTMENTS, LLC | $2.7M | 37,989 | Added |
| 3 | MassMutual Private Wealth & Trust, FSB | $1.3M | 18,453 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $926,991 | 13,264 | Added |
| 5 | Paragon Capital Management Ltd | $830,627 | 11,885 | Added |
| 6 | Farther Finance Advisors, LLC | $758,131 | 10,876 | Trimmed |
| 7 | Avidian Wealth Enterprises, LLC | $544,783 | 7,795 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $437,631 | 6,262 | Trimmed |
| 9 | Professional Financial Advisors, LLC | $381,640 | 5,461 | Trimmed |
| 10 | Delta Wealth Advisors LLC | $334,128 | 4,781 | Trimmed |
| 11 | Sowell Financial Services LLC | $313,280 | 4,483 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $276,450 | 3,956 | New |
| 13 | Capital Investment Advisory Services, LLC | $157,422 | 2,253 | Trimmed |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $136,838 | 1,958 | Trimmed |
| 15 | LRI Investments, LLC | $53,533 | 766 | Hold |
| 16 | VISION FINANCIAL MARKETS LLC | $14,403 | 211 | Hold |
| 17 | PRIVATE TRUST CO NA | $13,768 | 197 | Hold |
| 18 | Ashton Thomas Private Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30