Vault-13

INVESCO EXCHANGE TRADED FD T GRPM

S&P MIDCAP 400 · ETP · CUSIP 46137V225

96 institutional holders -4 vs Q1 2026
2,213,4252.2m shares reported held*
$288.1mreported value*
4 new 35 added 32 reduced 10 sold out net sold ≈ $3.0m (-22.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($117.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $130.18.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 36Q4 22: 48Q1 23: 51Q2 23: 49Q3 23: 54Q4 23: 61Q1 24: 72Q2 24: 81Q3 24: 83Q4 24: 97Q1 25: 86Q2 25: 89Q3 25: 92Q4 25: 96Q1 26: 100Q2 26: 9696Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202236
Q4 202248
Q1 202351
Q2 202349
Q3 202354
Q4 202361
Q1 202472
Q2 202481
Q3 202483
Q4 202497
Q1 202586
Q2 202589
Q3 202592
Q4 202596
Q1 2026100
Q2 202696

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 55 bought or addedQ3 24: 23 cut or sold outQ4 24: 57 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 39 cut or sold outQ2 25: 38 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 46 cut or sold outQ4 25: 39 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 47 cut or sold outQ2 26: 39 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245523
Q4 20245722
Q1 20254439
Q2 20253846
Q3 20253746
Q4 20253946
Q1 20264147
Q2 20263942

Biggest buyers

OSAIC HOLDINGS, INC. Added +35,888+35.9k
Integrated Wealth Concepts LLC Added +26,647+26.6k
HighTower Advisors, LLC Added +19,090+19.1k
BANK OF AMERICA CORP /DE/ Added +17,274+17.3k
GOLDMAN SACHS GROUP INC Added +10,065+10.1k
Cambridge Investment Research Advisors, Inc. Added +9,792+9.8k
GW HENSSLER & ASSOCIATES LTD Added +7,418+7.4k
LPL Financial LLC Added +6,957+7.0k
GTS SECURITIES LLC Added +4,987+5.0k
626 Financial, LLC Added +4,961+5.0k

Biggest sellers

MORGAN STANLEY Reduced -52,638-52.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -25,784-25.8k
Cetera Investment Advisers Reduced -23,667-23.7k
TRUIST FINANCIAL CORP Sold out -13,275-13.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -11,465-11.5k
THOROUGHBRED FINANCIAL SERVICES, LLC Reduced -10,014-10.0k
JANE STREET GROUP, LLC Sold out -7,604-7.6k
Creative Planning Reduced -7,035-7.0k
Independent Advisor Alliance Sold out -6,365-6.4k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -5,620-5.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 362,266362.3k $47.2m $47.2m 0.05% Added +19.1k +19,090
2 GW HENSSLER & ASSOCIATES LTD 1.64% of their portfolio KENNESAW, GA 282,594282.6k $36.8m $36.8m 1.64% Added +7.4k +7,418
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 174,943174.9k $22.8m $22.8m 0.00% Reduced -52.6k -52,638
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 161,430161.4k $21.0m $21.0m 0.00% Added +17.3k +17,274
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 149,657149.7k $19.5m $19.5m 0.00% Added +7.0k +6,957
6 626 Financial, LLC 4.86% of their portfolio PORTAGE, MI 95,40395.4k $12.4m $12.4m 4.86% Added +5.0k +4,961
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 88,72388.7k $11.6m $11.6m 0.01% Added +35.9k +35,888
8 Ameritas Investment Partners, Inc. 0.22% of their portfolio LINCOLN, NE 62,82262.8k $8.2m $8.2m 0.22% Added +3.2k +3,222
9 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 59,87859.9k $7.8m $7.8m 0.09% Added +2.1k +2,147
10 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 53,67553.7k $7.0m $7.0m 0.03% Added +26.6k +26,647
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 51,37951.4k $6.7m $6.7m 0.01% Reduced -23.7k -23,667
12 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 46,06246.1k $6.0m $6.0m 0.03% Added +772 +772
13 WealthCare Investment Partners, LLC 1.46% of their portfolio PORTSMOUTH, RI 46,04046.0k $6.0m $6.0m 1.46% Added +905 +905
14 AXXCESS WEALTH MANAGEMENT, LLC 0.09% of their portfolio CARLSBAD, CA 41,19941.2k $5.4m $5.4m 0.09% Added +4.6k +4,592
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,49238.5k $5.0m $5.0m 0.00% Reduced -4.7k -4,728
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,26036.3k $4.7m $4.7m 0.00% Added +469 +469
17 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 35,29635.3k $4.6m $4.6m 0.00% Reduced -7.0k -7,035
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 33,02433.0k $4.3m $4.3m 0.05% Reduced -5.6k -5,620
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,80828.8k $3.7m $3.7m 0.00% Reduced -25.8k -25,784
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 27,73527.7k $3.6m $3.6m 0.00% Reduced -129 -129
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 26,84826.8k $3.5m $3.5m 0.00% Added +10.1k +10,065
22 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 26,56326.6k $3.5m $3.5m 0.00% Reduced -240 -240
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,97620.0k $2.6m $2.6m 0.00% Added +9.8k +9,792
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,74019.7k $2.6m $2.6m 0.00% Reduced -11.5k -11,465
25 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 19,29619.3k $2.5m $2.5m 0.12% Reduced -10.0k -10,014
26 Asset Allocation Strategies LLC 0.37% of their portfolio FARMINGTON, MI 18,69618.7k $2.4m $2.4m 0.37% Added +624 +624
27 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 16,03516.0k $2.1m $2.1m 0.02% Added +110 +110
28 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 12,97713.0k $1.7m $1.7m 0.04% Added +1.1k +1,142
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,67412.7k $1.6m $1.6m 0.00% Reduced -362 -362
30 Arrowroot Family Office, LLC 0.36% of their portfolio MARINA DEL REY, CA 9,7869.8k $1.3m $1.3m 0.36% Added +15 +15
31 Fortitude Financial, LLC 1.09% of their portfolio Spokane, WA 9,2819.3k $1.2m $1.2m 1.09% Reduced -762 -762
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 8,8008.8k $1.1m $1.1m 0.00% Added +1.4k +1,400
33 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 8,4158.4k $1.1m $1.1m 0.01% Reduced -400 -400
34 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 8,3928.4k $1.1m $1.1m 0.02% Added +5.0k +4,987
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,0318.0k $1.0m $1.0m 0.00% Reduced -1.0k -1,041
36 Davis Investment Partners, LLC 0.31% of their portfolio CHARLOTTE, NC 7,8917.9k $1.0m $1.0m 0.31% Reduced -1.2k -1,249
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,4057.4k $963.9k $963.9k 0.00% Added +190 +190
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1476.1k $800.1k $800.1k 0.00% Added +987 +987
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,0876.1k $792.3k $792.3k 0.00% Reduced -5.5k -5,548
40 Fortune Financial Group, Inc. 0.59% of their portfolio NAPLES, FL 5,8205.8k $757.6k $757.6k 0.59% Added +800 +800
41 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 4,8134.8k $626.0k $626.0k 0.03% New
42 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 4,4664.5k $581.3k $581.3k 0.03% Added +207 +207
43 Daniel Investment Group, Inc. 0.34% of their portfolio ROYAL OAK, MI 4,3754.4k $569.5k $569.5k 0.34% First filing
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,5253.5k $459.0k $459.0k 0.00% Unchanged
45 SeedSafe Financial LLC 0.31% of their portfolio AUSTIN, TX 3,2643.3k $424.9k $424.9k 0.31% Reduced -47 -47
46 Main Street Group, LTD 0.10% of their portfolio GLEN ALLEN, VA 3,1713.2k $412.8k $412.8k 0.10% Added +93 +93
47 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 3,1123.1k $405.1k $405.1k 0.00% Unchanged
48 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% of their portfolio CONCORD, MA 3,0593.1k $398.2k $398.2k 0.04% Added +27 +27
49 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 2,9693.0k $386.0k $386.0k 0.00% Reduced -339 -339
50 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,7582.8k $359.0k $359.0k 0.00% Unchanged
51 MONTAG A & ASSOCIATES INC 0.02% of their portfolio ATLANTA, GA 2,7502.8k $358.0k $358.0k 0.02% Unchanged
52 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 2,6622.7k $346.5k $346.5k 0.01% Reduced -548 -548
53 Redhawk Wealth Advisors, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 2,6152.6k $340.4k $340.4k 0.03% Added +2 +2
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,4652.5k $320.9k $320.9k 0.00% Reduced -172 -172
55 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 2,4452.4k $318.3k $318.3k 0.01% Unchanged
56 Crescent Grove Advisors, LLC 0.03% of their portfolio LAKE FOREST, IL 2,3002.3k $299.4k $299.4k 0.03% Unchanged
57 COMPASS CAPITAL CORP /MA/ /ADV 0.10% of their portfolio BRAINTREE, MA 2,2202.2k $317.9k $317.9k 0.10% Added +145 +145
58 Capital Advisors, Ltd. LLC 0.03% of their portfolio SHAKER HEIGHTS, OH 2,1942.2k $286.0k $286.0k 0.03% Added +1 +1
59 SAGESPRING WEALTH PARTNERS, LLC 0.00% of their portfolio FRANKLIN, TN 2,1792.2k $283.7k $283.7k 0.00% Reduced -112 -112
60 International Private Wealth Advisors LLC 0.14% of their portfolio SAN DIEGO, CA 2,0162.0k $262.4k $262.4k 0.14% Reduced -174 -174
61 Courage Miller Partners, LLC 0.07% of their portfolio NORFOLK, VA 1,9832.0k $258.1k $258.1k 0.07% Unchanged
62 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 1,9682.0k $256.2k $256.2k 0.00% Reduced -992 -992
63 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 1,9642.0k $255.6k $255.6k 0.00% Reduced -66 -66
64 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,9161.9k $249.4k $249.4k 0.00% Unchanged
65 Harbor Group, Inc. 0.03% of their portfolio BEDFORD, NH 1,8091.8k $235.4k $235.4k 0.03% Added +3 +3
66 Sovran Advisors, LLC 0.02% of their portfolio SAN DIEGO, CA 1,8021.8k $246.7k $246.7k 0.02% New
67 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 1,6831.7k $219.1k $219.1k 0.00% Reduced -81 -81
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4361.4k $186.9k $186.9k 0.00% Reduced -334 -334
69 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 902902 $117.4k $117.4k 0.00% Unchanged
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 713713 $92.9k $92.9k 0.00% Added +1 +1
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 554554 $71.7k $71.7k 0.00% Added +414 +414
72 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 436436 $56.8k $56.8k 0.00% Added +345 +345
73 FMR LLC 0.00% of their portfolio BOSTON, MA 435435 $56.7k $56.7k 0.00% Reduced -2 -2
74 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 401401 $52.2k $52.2k 0.00% Unchanged
75 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 311311 $40.5k $40.5k 0.00% Reduced -93 -93
76 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 280280 $36.4k $36.4k 0.00% Unchanged
77 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 224224 $29.2k $29.2k 0.00% New
78 Sankala Group LLC 0.02% of their portfolio LYONS, CO 171171 $24.3k $24.3k 0.02% Reduced -122 -122
79 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 168168 $21.9k $21.9k 0.00% Reduced -1 -1
80 BOK Financial Private Wealth, Inc. 0.00% of their portfolio DENVER, CO 146146 $19.0k $19.0k 0.00% Unchanged
81 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 143143 $18.6k $18.6k 0.00% Unchanged
82 Quaker Wealth Management, LLC 0.01% of their portfolio MOORESTOWN, NJ 140140 $18.2k $18.2k 0.01% Unchanged
83 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 132132 $17.2k $17.2k 0.00% Reduced -23 -23
84 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 131131 $17.1k $17.1k 0.00% Added +129 +129
85 Regatta Research & Money Management 0.01% of their portfolio METAIRIE, LA 100100 $13.0k $13.0k 0.01% First filing
86 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 9393 $12.1k $12.1k 0.00% First filing
87 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 7575 $9.8k $9.8k 0.00% Unchanged
88 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 6666 $8.6k $8.6k 0.00% Reduced -48 -48
89 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 6666 $8.6k $8.6k 0.00% Unchanged
90 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 4545 $5.8k $5.8k 0.00% New
91 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 3939 $5.1k $5.1k 0.00% Unchanged
92 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 3030 $3.9k $3.9k 0.00% Unchanged
93 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2525 $3.3k $3.3k 0.00% Unchanged
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2020 $2.6k $2.6k 0.00% Unchanged
95 MARSHALL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio LITTLETON, CO 1515 $1.9k $1.9k 0.00% Unchanged
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $120 $120 0.00% Unchanged