Invesco Mortgage Capital Inc. (IVR) — Institutional Holders, Q2 2026 (page 2)
182 institutional investment managers reported a IVR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $337.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 182. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IVR 13F holders ranked 101–182 of 182
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | J. Safra Sarasin Holding AG#101 · 17,504 sh | 17,504 | $138.3K | — | New |
| 102 | VOYA INVESTMENT MANAGEMENT#102 · 17,235 sh | 17,235 | $136.2K | <0.01% | +50.7% |
| 103 | VIRTUS ADVISERS#103 · 16,704 sh | 16,704 | $132.0K | 0.05% | -4.0% |
| 104 | Dynamic Technology Lab Private Ltd#104 · 16,095 sh | 16,095 | $127.0K | 0.03% | New |
| 105 | Legal & General Group Plc#105 · 15,769 sh | 15,769 | $124.6K | 0.00% | +133.6% |
| 106 | Creative Planning#106 · 15,765 sh | 15,765 | $124.5K | <0.01% | -5.0% |
| 107 | Continuum Advisory#107 · 15,633 sh | 15,633 | $123.5K | 0.01% | -1.6% |
| 108 | PRUDENTIAL FINANCIAL#108 · 14,922 sh | 14,922 | $117.9K | <0.01% | -93.9% |
| 109 | Visionary Wealth Advisors#109 · 14,900 sh | 14,900 | $117.7K | <0.01% | 0.0% |
| 110 | SEI INVESTMENTS#110 · 14,763 sh | 14,763 | $116.6K | <0.01% | -85.6% |
| 111 | Rockefeller Capital Management L.P.#111 · 14,405 sh | 14,405 | $113.8K | <0.01% | +943.8% |
| 112 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#112 · 13,974 sh | 13,974 | $110.4K | 0.00% | -90.8% |
| 113 | BNP PARIBAS FINANCIAL MARKETS#113 · 13,619 sh | 13,619 | $107.6K | 0.00% | -19.1% |
| 114 | Walleye Trading#114 · 13,609 sh | 13,609 | $107.5K | <0.01% | New |
| 115 | Integrated Wealth Concepts#115 · 13,200 sh | 13,200 | $104.3K | <0.01% | +20.3% |
| 116 | SRS Capital Advisors#116 · 12,966 sh | 12,966 | $102.4K | <0.01% | New |
| 117 | CAPTRUST FINANCIAL ADVISORS#117 · 12,949 sh | 12,949 | $102.3K | <0.01% | New |
| 118 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#118 · 11,974 sh | 11,974 | $94.6K | <0.01% | 0.0% |
| 119 | ProShare Advisors#119 · 11,942 sh | 11,942 | $94.3K | <0.01% | +6.8% |
| 120 | Cambridge Investment Research Advisors#120 · 11,168 sh | 11,168 | $88.0K | <0.01% | New |
| 121 | StoneX Group#121 · 10,937 sh | 10,937 | $86.4K | <0.01% | New |
| 122 | VICTORY CAPITAL MANAGEMENT#122 · 10,695 sh | 10,695 | $84.5K | 0.00% | New |
| 123 | PNC FINANCIAL SERVICES GROUP#123 · 10,328 sh | 10,328 | $81.6K | 0.00% | -34.0% |
| 124 | OXFORD FINANCIAL GROUP, LTD.#124 · 10,000 sh | 10,000 | $79.0K | <0.01% | 0.0% |
| 125 | Global Retirement Partners#125 · 8,813 sh | 8,813 | $69.6K | <0.01% | — |
| 126 | Ameritas Investment Partners#126 · 8,278 sh | 8,278 | $65.4K | <0.01% | +33.8% |
| 127 | Allworth Financial#127 · 7,593 sh | 7,593 | $60.0K | <0.01% | +22.9% |
| 128 | Spire Wealth Management#128 · 7,355 sh | 7,355 | $58.1K | <0.01% | -10.9% |
| 129 | GROUP ONE TRADING, L.P.#129 · 5,939 sh | 5,939 | $46.9K | <0.01% | -52.4% |
| 130 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#130 · 5,770 sh | 5,770 | $45.6K | 0.00% | 0.0% |
| 131 | JONES FINANCIAL COMPANIES LLLP#131 · 5,412 sh | 5,412 | $42.9K | 0.00% | +114.6% |
| 132 | Bogart Wealth#132 · 4,711 sh | 4,711 | $37.2K | <0.01% | 0.0% |
| 133 | Tower Research Capital (TRC)#133 · 4,642 sh | 4,642 | $36.7K | <0.01% | +48.0% |
| 134 | SIMPLEX TRADING#134 · 3,655 sh | 3,655 | $28.9K | 0.00% | -77.5% |
| 135 | SIGNATUREFD#135 · 3,380 sh | 3,380 | $26.7K | — | +391.3% |
| 136 | Osbon Capital Management#136 · 2,674 sh | 2,674 | $21.1K | 0.02% | New |
| 137 | IFG Advisory#137 · 2,500 sh | 2,500 | $19.8K | <0.01% | New |
| 138 | Parallel Advisors#138 · 1,285 sh | 1,285 | $10.2K | <0.01% | +0.7% |
| 139 | Larson Financial Group#139 · 1,263 sh | 1,263 | $10.0K | <0.01% | +4577.8% |
| 140 | GAMMA Investing#140 · 1,218 sh | 1,218 | $9.6K | — | -22.7% |
| 141 | Farther Finance Advisors#141 · 1,126 sh | 1,126 | $8.9K | — | +23.9% |
| 142 | LGT Financial Advisors#142 · 1,109 sh | 1,109 | $8.8K | 0.05% | 0.0% |
| 143 | Essential Partners#143 · 876 sh | 876 | $6.9K | — | +110.1% |
| 144 | Versant Capital Management#144 · 792 sh | 792 | $6.3K | — | -11.1% |
| 145 | FEDERATED HERMES#145 · 691 sh | 691 | $5.5K | 0.00% | New |
| 146 | EverSource Wealth Advisors#146 · 633 sh | 633 | $5.0K | <0.01% | +99.1% |
| 147 | ROTHSCHILD INVESTMENT#147 · 512 sh | 512 | $4.0K | <0.01% | +71.2% |
| 148 | Optiver Holding B.V.#148 · 438 sh | 438 | $3.5K | 0.00% | -33.2% |
| 149 | True Wealth Design#149 · 436 sh | 436 | $3.4K | — | -4.0% |
| 150 | Pinnacle Wealth Planning Services#150 · 389 sh | 389 | $3.1K | <0.01% | 0.0% |
| 151 | Cornerstone Planning Group#151 · 323 sh | 323 | $2.5K | — | +173.7% |
| 152 | Keating Financial Advisory Services#152 · 209 sh | 209 | $1.7K | <0.01% | 0.0% |
| 153 | SHP Wealth Management#153 · 200 sh | 200 | $1.6K | <0.01% | New |
| 154 | Physician Wealth Advisors#154 · 185 sh | 185 | $1.5K | — | +45.7% |
| 155 | NATIONAL BANK OF CANADA#155 · 180 sh | 180 | $1.4K | 0.00% | 0.0% |
| 156 | Federation des caisses Desjardins du Quebec#156 · 163 sh | 163 | $1.3K | 0.00% | 0.0% |
| 157 | Covestor Ltd#157 · 165 sh | 165 | $1.0K | <0.01% | +283.7% |
| 158 | Parkside Financial Bank#158 · 120 sh | 120 | $948.00 | — | +100.0% |
| 159 | City State Bank#159 · 100 sh | 100 | $790.00 | — | 0.0% |
| 160 | HARBOUR INVESTMENTS#160 · 91 sh | 91 | $720.00 | 0.00% | +4.6% |
| 161 | FIFTH THIRD BANCORP#161 · 91 sh | 91 | $719.00 | 0.00% | 0.0% |
| 162 | TD Waterhouse Canada#162 · 71 sh | 71 | $560.00 | — | 0.0% |
| 163 | Stone House Investment Management#163 · 70 sh | 70 | $553.00 | — | New |
| 164 | Cornerstone Financial Management#164 · 70 sh | 70 | $553.00 | <0.01% | 0.0% |
| 165 | Archer Investment#165 · 49 sh | 49 | $385.00 | <0.01% | +4.3% |
| 166 | Caitong International Asset Management , Ltd#166 · 43 sh | 43 | $340.00 | 0.00% | +22.9% |
| 167 | Newbridge Financial Services Group#167 · 30 sh | 30 | $237.00 | — | 0.0% |
| 168 | Lodestone Wealth Management#168 · 30 sh | 30 | $237.00 | — | 0.0% |
| 169 | SJS Investment Consulting#169 · 24 sh | 24 | $190.00 | — | New |
| 170 | Clearstead Advisors#170 · 24 sh | 24 | $190.00 | 0.00% | New |
| 171 | Steward Partners Investment Advisory#171 · 23 sh | 23 | $182.00 | 0.00% | New |
| 172 | Abound Wealth Management#172 · 21 sh | 21 | $166.00 | — | New |
| 173 | Napier Financial#173 · 16 sh | 16 | $126.00 | 0.00% | -83.3% |
| 174 | Ares Financial Consulting#174 · 15 sh | 15 | $119.00 | — | +1400.0% |
| 175 | HAGER INVESTMENT MANAGEMENT SERVICES#175 · 15 sh | 15 | $115.00 | <0.01% | 0.0% |
| 176 | Philadelphia Investment Partners#176 · 10 sh | 10 | $86.00 | <0.01% | 0.0% |
| 177 | Fortitude Family Office#177 · 7 sh | 7 | $55.00 | — | 0.0% |
| 178 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#178 · 4 sh | 4 | $32.00 | 0.00% | New |
| 179 | Bell Investment Advisors#179 · 1 sh | 1 | $8.00 | 0.00% | 0.0% |
| 180 | CULLEN/FROST BANKERS#180 · 1 sh | 1 | $4.00 | 0.00% | -100.0% |
| 181 | HUNTINGTON NATIONAL BANK#181 · 1 sh | 1 | $3.00 | 0.00% | 0.0% |
| 182 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#182 · 1,080 sh | 1,080 | — | — | -74.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.