Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 10)
4,375 institutional investment managers reported a IVZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $269.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IVZ 13F holders ranked 901–1,000 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | WJ Wealth Management#901 · 196,868 sh | 196,868 | $26.8M | 10.56% | -0.8% |
| 902 | Petrus Company, LTA#902 · 125,623 sh | 125,623 | $26.7M | 2.51% | +3.9% |
| 903 | Marion Wealth Management#903 · 1,255,394 sh | 1,255,394 | $26.6M | — | -2.7% |
| 904 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#904 · 339,883 sh | 339,883 | $26.6M | 1.59% | +10.1% |
| 905 | Advisor OS#905 · 272,669 sh | 272,669 | $26.6M | 1.77% | +27.2% |
| 906 | COURIER CAPITAL#906 · 400,946 sh | 400,946 | $26.6M | — | -6.1% |
| 907 | PAX Financial Group#907 · 485,587 sh | 485,587 | $26.5M | 3.94% | -0.9% |
| 908 | AlphaStar Capital Management#908 · 1,083,355 sh | 1,083,355 | $26.5M | — | +1.9% |
| 909 | Maltin Wealth Management#909 · 505,770 sh | 505,770 | $26.4M | — | +3.9% |
| 910 | THEORY FINANCIAL#910 · 498,247 sh | 498,247 | $26.3M | 8.30% | +15.1% |
| 911 | Inlight Wealth Management#911 · 123,583 sh | 123,583 | $26.3M | — | +6.9% |
| 912 | Advyzon Investment Management#912 · 688,037 sh | 688,037 | $26.3M | 1.91% | +12.3% |
| 913 | Bellars Harris Wealth Management#913 · 248,218 sh | 248,218 | $26.2M | 5.34% | — |
| 914 | GREENLEAF#914 · 323,329 sh | 323,329 | $26.2M | 0.25% | +2.0% |
| 915 | Nilsine Partners#915 · 493,326 sh | 493,326 | $26.2M | 1.81% | +1.4% |
| 916 | CIDEL ASSET MANAGEMENT#916 · 230,216 sh | 230,216 | $26.2M | 1.26% | +2.2% |
| 917 | Laurel Wealth Advisors#917 · 1,154,863 sh | 1,154,863 | $26.1M | — | +4.4% |
| 918 | Paradiem#918 · 1,340,218 sh | 1,340,218 | $26.1M | 5.63% | +0.9% |
| 919 | Fund Evaluation Group#919 · 130,554 sh | 130,554 | $26.1M | 0.70% | -1.1% |
| 920 | Carlton Hofferkamp & Jenks Wealth Management#920 · 121,700 sh | 121,700 | $26.0M | — | -0.1% |
| 921 | Sightline Wealth Advisors#921 · 124,787 sh | 124,787 | $26.0M | — | -0.7% |
| 922 | Aspen Investment Management#922 · 624,217 sh | 624,217 | $25.8M | 6.94% | -7.4% |
| 923 | IRONWOOD WEALTH MANAGEMENT#923 · 1,262,833 sh | 1,262,833 | $25.8M | — | +7.8% |
| 924 | AllGen Financial Advisors#924 · 85,045 sh | 85,045 | $25.8M | 5.63% | -10.2% |
| 925 | CRA Financial Services#925 · 892,691 sh | 892,691 | $25.7M | — | +1.4% |
| 926 | Old Port Advisors#926 · 1,016,400 sh | 1,016,400 | $25.6M | — | +0.2% |
| 927 | KMG FIDUCIARY PARTNERS#927 · 592,848 sh | 592,848 | $25.5M | — | -10.5% |
| 928 | BANK HAPOALIM BM#928 · 88,280 sh | 88,280 | $25.4M | 1.69% | -6.4% |
| 929 | Oasis Advisors#929 · 214,335 sh | 214,335 | $25.4M | — | -97.1% |
| 930 | Del-Sette Capital Management#930 · 507,785 sh | 507,785 | $25.3M | — | +72.2% |
| 931 | Nova Wealth Management#931 · 221,329 sh | 221,329 | $25.3M | 13.96% | -0.6% |
| 932 | Partnership Wealth Management#932 · 118,841 sh | 118,841 | $25.3M | — | +3.0% |
| 933 | Campbell Deegan Wealth Management#933 · 204,365 sh | 204,365 | $25.3M | 17.93% | +2.1% |
| 934 | Integrated Advisors Network#934 · 226,620 sh | 226,620 | $25.2M | — | +2.5% |
| 935 | Dogwood Wealth Management#935 · 212,401 sh | 212,401 | $25.2M | 9.96% | +7.8% |
| 936 | Prota Financial#936 · 165,321 sh | 165,321 | $25.2M | — | +20.0% |
| 937 | TFR Capital#937 · 673,185 sh | 673,185 | $25.2M | 7.08% | -2.6% |
| 938 | Vanguard Global Advisers#938 · 953,445 sh | 953,445 | $25.2M | 0.01% | -1.9% |
| 939 | SILVERLAKE WEALTH MANAGEMENT#939 · 832,128 sh | 832,128 | $25.2M | — | +1.0% |
| 940 | GeoWealth Management#940 · 510,164 sh | 510,164 | $25.1M | 0.79% | +45.6% |
| 941 | NEW YORK LIFE INVESTMENT MANAGEMENT#941 · 1,227,511 sh | 1,227,511 | $25.0M | 0.17% | -38.1% |
| 942 | POTOMAC FUND MANAGEMENT#942 · 1,559,106 sh | 1,559,106 | $25.0M | 0.63% | -7.3% |
| 943 | Liberty Mutual Group Asset Management#943 · 1,225,000 sh | 1,225,000 | $25.0M | 2.18% | 0.0% |
| 944 | Tempo Wealth#944 · 689,317 sh | 689,317 | $24.9M | — | -5.2% |
| 945 | LexAurum Advisors#945 · 170,226 sh | 170,226 | $24.9M | — | +45.4% |
| 946 | Arlington Financial Advisors#946 · 382,876 sh | 382,876 | $24.8M | — | -2.6% |
| 947 | AdvisorNet Financial#947 · 560,264 sh | 560,264 | $24.7M | — | +4.5% |
| 948 | Sunrise Financial Services#948 · 116,805 sh | 116,805 | $24.7M | — | +4.4% |
| 949 | Cyndeo Wealth Partners#949 · 466,899 sh | 466,899 | $24.7M | — | +4.0% |
| 950 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#950 · 933,601 sh | 933,601 | $24.6M | 0.17% | -2.8% |
| 951 | HOLLENCREST SECURITIES#951 · 89,385 sh | 89,385 | $24.6M | 1.60% | -80.4% |
| 952 | Colonial / SC#952 · 1,275,283 sh | 1,275,283 | $24.5M | 3.11% | -2.9% |
| 953 | SAGE RHINO CAPITAL#953 · 183,174 sh | 183,174 | $24.5M | — | -19.2% |
| 954 | FOUNDERS FINANCIAL SECURITIES#954 · 282,493 sh | 282,493 | $24.5M | — | +36.3% |
| 955 | Strategic Investment Advisors / MI#955 · 1,130,820 sh | 1,130,820 | $24.4M | 1.48% | -4.9% |
| 956 | Greenline Wealth Management#956 · 248,365 sh | 248,365 | $24.3M | 19.98% | +35.2% |
| 957 | OLD SECOND NATIONAL BANK OF AURORA#957 · 1,206,552 sh | 1,206,552 | $24.3M | — | -0.1% |
| 958 | Painted Porch Advisors#958 · 323,825 sh | 323,825 | $24.3M | 10.60% | 0.0% |
| 959 | TUCKER ASSET MANAGEMENT#959 · 115,253 sh | 115,253 | $24.2M | 5.99% | +18.2% |
| 960 | FLYNN ZITO CAPITAL MANAGEMENT#960 · 463,642 sh | 463,642 | $24.2M | 6.59% | -0.4% |
| 961 | ACIMA PRIVATE WEALTH#961 · 340,739 sh | 340,739 | $24.2M | — | +1.9% |
| 962 | TD Capital Management#962 · 219,036 sh | 219,036 | $24.2M | 1.98% | +5.3% |
| 963 | Sterneck Capital Management#963 · 257,487 sh | 257,487 | $24.2M | 10.36% | +3.9% |
| 964 | FLAGSHIP WEALTH ADVISORS#964 · 233,607 sh | 233,607 | $24.2M | 5.41% | +114.0% |
| 965 | Roth Financial Partners#965 · 113,477 sh | 113,477 | $24.1M | — | +3.3% |
| 966 | SteelPeak Wealth#966 · 384,496 sh | 384,496 | $24.1M | — | +1.4% |
| 967 | Wedmont Private Capital#967 · 538,935 sh | 538,935 | $24.1M | — | +336.8% |
| 968 | Worth Asset Management#968 · 314,198 sh | 314,198 | $24.1M | — | +48.2% |
| 969 | REDSTONE WEALTH MANAGEMENT#969 · 263,019 sh | 263,019 | $24.1M | — | +16.5% |
| 970 | Performa Ltd (US)#970 · 168,930 sh | 168,930 | $24.1M | 3.88% | -1.0% |
| 971 | Guardian Asset Advisors#971 · 284,357 sh | 284,357 | $24.0M | — | +22.6% |
| 972 | Strategic Family Wealth Counselors, L.L.C.#972 · 453,290 sh | 453,290 | $24.0M | 5.57% | +2.5% |
| 973 | Integrity Investment Advisors#973 · 208,240 sh | 208,240 | $24.0M | 10.43% | -0.8% |
| 974 | Concord Wealth Partners#974 · 260,782 sh | 260,782 | $23.9M | 2.74% | +7.0% |
| 975 | Compass Wealth Management#975 · 112,435 sh | 112,435 | $23.9M | — | -3.8% |
| 976 | Gilbert Capital Group#976 · 268,426 sh | 268,426 | $23.9M | — | +174.6% |
| 977 | VALLEY WEALTH MANAGERS#977 · 230,193 sh | 230,193 | $23.8M | — | -28.2% |
| 978 | 626 Financial#978 · 132,903 sh | 132,903 | $23.8M | 9.26% | +24.2% |
| 979 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#979 · 161,199 sh | 161,199 | $23.8M | — | +8.1% |
| 980 | National Philanthropic#980 · 234,287 sh | 234,287 | $23.8M | 0.34% | +5.2% |
| 981 | TODD ASSET MANAGEMENT#981 · 899,988 sh | 899,988 | $23.8M | — | -2.9% |
| 982 | JTC Employer Solutions Trusteee Ltd#982 · 210,417 sh | 210,417 | $23.7M | 1.90% | +46.7% |
| 983 | Compton Wealth Advisory Group#983 · 144,331 sh | 144,331 | $23.7M | — | -1.3% |
| 984 | American Capital Advisory#984 · 455,591 sh | 455,591 | $23.7M | — | +8.0% |
| 985 | O'SHAUGHNESSY ASSET MANAGEMENT#985 · 323,769 sh | 323,769 | $23.7M | 0.11% | -5.1% |
| 986 | Berger Financial Group#986 · 771,752 sh | 771,752 | $23.5M | 1.20% | -2.9% |
| 987 | Kaydan Wealth Management#987 · 161,726 sh | 161,726 | $23.5M | — | -0.2% |
| 988 | Tempus Wealth Planning#988 · 226,283 sh | 226,283 | $23.5M | — | +13.7% |
| 989 | CABOT WEALTH MANAGEMENT#989 · 97,209 sh | 97,209 | $23.5M | 2.39% | +9.2% |
| 990 | Harfst & Associates#990 · 914,276 sh | 914,276 | $23.5M | — | +14.1% |
| 991 | PRINCIPAL FINANCIAL GROUP#991 · 706,263 sh | 706,263 | $23.5M | 0.01% | -64.1% |
| 992 | TigerOak Management, L.L.C.#992 · 476,060 sh | 476,060 | $23.4M | — | +0.5% |
| 993 | First Heartland Consultants#993 · 254,434 sh | 254,434 | $23.4M | — | +1.3% |
| 994 | Mount Lucas Management#994 · 411,994 sh | 411,994 | $23.4M | 8.32% | -21.0% |
| 995 | Visionary Wealth Advisors#995 · 164,979 sh | 164,979 | $23.3M | 0.92% | -7.0% |
| 996 | SARD WEALTH MANAGEMENT GROUP#996 · 136,524 sh | 136,524 | $23.3M | — | +1.9% |
| 997 | Ledyard National Bank#997 · 248,227 sh | 248,227 | $23.3M | — | -2.2% |
| 998 | OSBORNE PARTNERS CAPITAL MANAGEMENT#998 · 432,981 sh | 432,981 | $23.2M | 1.29% | +47.0% |
| 999 | Stonebridge Financial Group#999 · 402,093 sh | 402,093 | $23.2M | — | -12.2% |
| 1000 | Lifestyle Asset Management#1000 · 130,780 sh | 130,780 | $23.1M | — | -6.8% |
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.