INVESCO EQUAL WEIGHT 0-30 YR GOVI
$27.07
+0.1% 52w: $25.86 – $27.86
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data25.8626.8627.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
77
-7 QoQ
13F value
$699.8M
+34.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GOVI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 13.0M | $354.9M | 0.1% | +450.8% |
| LPL Financial LLC | Bank broker | 2.8M | $76.2M | 0.0% | -29.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.4M | $65.9M | 0.0% | -2.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 679.4K | $18.5M | 0.0% | +375.9% |
| Cetera Investment Advisers | Wealth advisor | 647.3K | $17.7M | 0.0% | -30.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 634.9K | $17.3M | 0.0% | +4.2% |
| Scarborough Advisors, LLC | Wealth advisor | 516.4K | $14.1M | 1.5% | -21.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 500.4K | $13.7M | 0.0% | +61.2% |
| Spectrum Investment Advisors, Inc. | Wealth advisor | 482.8K | $13.2M | 6.5% | +6.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 450.9K | $12.3M | 0.0% | +447.3% |
| Petix & Botte Co | Wealth advisor | 323.3K | $8.8M | 3.9% | -46.2% |
| Private Advisor Group, LLC | Wealth advisor | 283.8K | $7.7M | 0.0% | -57.6% |
| ROYAL BANK OF CANADA | Bank broker | 281.8K | $7.7M | 0.0% | -4.6% |
| MORGAN STANLEY | Bank broker | 253.2K | $6.9M | 0.0% | +13.4% |
| Econ Financial Services Corp | Wealth advisor | 226.1K | $6.2M | 2.9% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 203.5K | $5.6M | 0.0% | -2.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 168.0K | $4.6M | 0.1% | +11.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 156.3K | $4.3M | 0.0% | -49.3% |
| Independent Advisor Alliance | Wealth advisor | 149.1K | $4.1M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 123.1K | $3.4M | 0.0% | -72.8% |
| Stewardship Advisors, LLC | Wealth advisor | 103.2K | $2.8M | 0.6% | -72.8% |
| Tower Research Capital LLC (TRC) | Market maker | 85.2K | $2.3M | 0.1% | New |
| VestGen Advisors, LLC | Wealth advisor | 81.8K | $2.2M | 0.1% | -10.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 77.1K | $2.1M | 0.0% | -47.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 67.5K | $1.8M | 0.0% | -69.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 59.6K | $1.6M | 0.0% | -0.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 56.1K | $1.5M | 0.0% | +23.3% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 53.2K | $1.5M | 0.2% | -68.8% |
| Wealthspire Retirement, LLC | Wealth advisor | 20.9K | $1.3M | 0.1% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 48.8K | $1.3M | 0.0% | +9.3% |
| Sequent Planning LLC | Wealth advisor | 45.4K | $1.2M | 0.3% | +3.1% |
| Schwallier Wealth Management LLC | Wealth advisor | 44.2K | $1.2M | 0.9% | -85.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 43.5K | $1.2M | 0.0% | +8.5% |
| Curry Webb Wealth Management LLC | Wealth advisor | 43.0K | $1.2M | 0.6% | -64.7% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 42.4K | $1.2M | 0.3% | -70.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 39.9K | $1.1M | 0.0% | -45.6% |
| WealthBridge Capital Management, LLC | Wealth advisor | 39.2K | $1.1M | 0.2% | New |
| Prospera Financial Services Inc | Diversified mechanical | 36.5K | $995K | 0.0% | +11.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 34.8K | $949K | 0.0% | +167.2% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 33.2K | $905K | 0.0% | -78.3% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 27.6K | $753K | 0.2% | -81.3% |
| PFG Investments, LLC | Diversified mechanical | 26.2K | $714K | 0.0% | -1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 21.3K | $581K | 0.0% | -19.3% |
| World Investment Advisors | Wealth advisor | 21.0K | $573K | 0.0% | +8.2% |
| Signal Advisors Wealth, LLC | Wealth advisor | 20.8K | $567K | 0.0% | -81.1% |
| UBS Group AG | Bank broker | 19.5K | $533K | 0.0% | +2.6% |
| JANE STREET GROUP, LLC | Market maker | 18.2K | $497K | 0.0% | -78.1% |
| Spire Wealth Management | Wealth advisor | 17.7K | $483K | 0.0% | Held |
| Virtu Financial LLC | Market maker | 14.0K | $382K | 0.0% | New |
| Sowell Financial Services LLC | Wealth advisor | 13.7K | $375K | 0.0% | -29.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.