Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | BUTENSKY & COHEN FINANCIAL SECURITY#1301 · 788,684 sh | 788,684 | $14.7M | — | +5.4% |
| 1302 | BYRNE FINANCIAL FREEDOM#1302 · 149,883 sh | 149,883 | $14.7M | 5.74% | -2.0% |
| 1303 | Empirical Asset Management#1303 · 229,306 sh | 229,306 | $14.7M | 3.30% | +4.8% |
| 1304 | SEEDS INVESTOR#1304 · 315,805 sh | 315,805 | $14.7M | 1.51% | +29.6% |
| 1305 | Eldridge Investment Advisors#1305 · 57,239 sh | 57,239 | $14.7M | 2.90% | +0.3% |
| 1306 | LCW Services#1306 · 372,649 sh | 372,649 | $14.6M | — | -1.0% |
| 1307 | Johnson Financial Group#1307 · 821,048 sh | 821,048 | $14.6M | 0.78% | -13.4% |
| 1308 | Paul Damon & Associates#1308 · 153,332 sh | 153,332 | $14.6M | 5.64% | +1.9% |
| 1309 | Jaffetilchin Investment Partners#1309 · 221,797 sh | 221,797 | $14.5M | 0.77% | +103.2% |
| 1310 | Congress Park Capital#1310 · 52,157 sh | 52,157 | $14.5M | — | +22.5% |
| 1311 | Vision Retirement#1311 · 192,200 sh | 192,200 | $14.5M | 3.51% | +7.0% |
| 1312 | Magnus Financial Group#1312 · 245,961 sh | 245,961 | $14.5M | — | +1.5% |
| 1313 | Decker Retirement Planning#1313 · 265,674 sh | 265,674 | $14.4M | — | +22.2% |
| 1314 | True North Advisors#1314 · 71,160 sh | 71,160 | $14.4M | — | +8.1% |
| 1315 | Lake Hills Wealth Management#1315 · 294,733 sh | 294,733 | $14.4M | — | +124.2% |
| 1316 | PW Nova Financial Services#1316 · 224,435 sh | 224,435 | $14.3M | — | +6.2% |
| 1317 | Cornerstone Advisory#1317 · 218,397 sh | 218,397 | $14.3M | 1.18% | +3.6% |
| 1318 | Bryn Mawr Advisors#1318 · 102,613 sh | 102,613 | $14.3M | 0.62% | -0.7% |
| 1319 | Stonebridge Financial Planning Group#1319 · 147,380 sh | 147,380 | $14.2M | 4.53% | -2.8% |
| 1320 | Cherry Tree Wealth Management#1320 · 210,307 sh | 210,307 | $14.2M | — | -7.3% |
| 1321 | CX Institutional#1321 · 149,984 sh | 149,984 | $14.2M | — | -32.3% |
| 1322 | Security Financial Services#1322 · 130,405 sh | 130,405 | $14.2M | 1.97% | -49.7% |
| 1323 | Alpha Zero#1323 · 97,504 sh | 97,504 | $14.2M | 5.37% | +1.9% |
| 1324 | PACIFIC FINANCIAL GROUP#1324 · 177,965 sh | 177,965 | $14.2M | 6.78% | +12.6% |
| 1325 | Three Bridge Wealth Advisors#1325 · 240,971 sh | 240,971 | $14.1M | 3.54% | +0.8% |
| 1326 | MATHER GROUP#1326 · 166,239 sh | 166,239 | $14.1M | — | -4.1% |
| 1327 | Live Oak Investment Partners#1327 · 180,331 sh | 180,331 | $14.1M | — | +4.0% |
| 1328 | Polymer Capital Management (HK) LTD#1328 · 151,492 sh | 151,492 | $14.1M | 0.71% | New |
| 1329 | QRG CAPITAL MANAGEMENT#1329 · 244,760 sh | 244,760 | $14.1M | 0.12% | +66.1% |
| 1330 | BigSur Wealth Management#1330 · 109,198 sh | 109,198 | $14.1M | — | +9.0% |
| 1331 | Silicon Valley Capital Partners#1331 · 121,404 sh | 121,404 | $14.0M | 1.14% | -8.8% |
| 1332 | Compass Financial Group#1332 · 259,744 sh | 259,744 | $14.0M | 5.93% | -0.9% |
| 1333 | Walker Asset Management#1333 · 279,590 sh | 279,590 | $14.0M | — | +0.5% |
| 1334 | RDA Financial Network#1334 · 173,915 sh | 173,915 | $14.0M | — | +5.8% |
| 1335 | First PREMIER Bank#1335 · 309,316 sh | 309,316 | $14.0M | — | -1.5% |
| 1336 | 1 NORTH WEALTH SERVICES#1336 · 352,270 sh | 352,270 | $13.9M | 4.56% | +11.1% |
| 1337 | Strategic Financial Group#1337 · 678,051 sh | 678,051 | $13.9M | — | +0.8% |
| 1338 | NORRIS PERNE & FRENCH LLP#1338 · 67,632 sh | 67,632 | $13.9M | — | +5.7% |
| 1339 | Ark Wealth Advisors#1339 · 691,473 sh | 691,473 | $13.8M | 12.22% | -3.0% |
| 1340 | Gillson Capital#1340 · 64,650 sh | 64,650 | $13.8M | 0.81% | -3.2% |
| 1341 | G2 CAPITAL MANAGEMENT, / OH#1341 · 721,915 sh | 721,915 | $13.8M | — | +1.1% |
| 1342 | Purus Wealth Management#1342 · 193,708 sh | 193,708 | $13.7M | — | +2.5% |
| 1343 | Delta Wealth Advisors#1343 · 102,172 sh | 102,172 | $13.7M | — | +0.1% |
| 1344 | Traynor Capital Management#1344 · 157,193 sh | 157,193 | $13.7M | 0.63% | +3.1% |
| 1345 | Strategent Financial#1345 · 45,206 sh | 45,206 | $13.7M | 7.89% | -2.3% |
| 1346 | FIRST MERCHANTS#1346 · 241,248 sh | 241,248 | $13.6M | — | -4.9% |
| 1347 | CHEMUNG CANAL#1347 · 64,068 sh | 64,068 | $13.6M | 2.52% | +5.8% |
| 1348 | Chicago Wealth Management#1348 · 134,828 sh | 134,828 | $13.6M | 4.81% | +1147.8% |
| 1349 | Genesis Wealth Advisors#1349 · 663,711 sh | 663,711 | $13.5M | 8.10% | +3.8% |
| 1350 | JAMES INVESTMENT RESEARCH#1350 · 397,193 sh | 397,193 | $13.5M | — | +12.5% |
| 1351 | San Luis Wealth Advisors#1351 · 138,450 sh | 138,450 | $13.5M | — | +9.4% |
| 1352 | Parisi Gray Wealth Management#1352 · 563,715 sh | 563,715 | $13.5M | — | +0.8% |
| 1353 | Courage Miller Partners#1353 · 64,050 sh | 64,050 | $13.5M | — | +1.4% |
| 1354 | Compound Planning#1354 · 188,920 sh | 188,920 | $13.4M | 0.35% | -3.8% |
| 1355 | FCG Investment#1355 · 44,142 sh | 44,142 | $13.4M | — | New |
| 1356 | BECK CAPITAL MANAGEMENT#1356 · 89,399 sh | 89,399 | $13.4M | 2.46% | +0.7% |
| 1357 | CUTLER INVESTMENT COUNSEL#1357 · 208,385 sh | 208,385 | $13.3M | — | -0.6% |
| 1358 | TOCQUEVILLE ASSET MANAGEMENT L.P.#1358 · 114,313 sh | 114,313 | $13.3M | 0.18% | +6.8% |
| 1359 | STONEBRIDGE ADVISORS#1359 · 1,230,714 sh | 1,230,714 | $13.3M | 16.07% | +0.6% |
| 1360 | TSFG#1360 · 164,673 sh | 164,673 | $13.3M | — | -41.8% |
| 1361 | AVAII WEALTH MANAGEMENT#1361 · 80,480 sh | 80,480 | $13.3M | — | -2.3% |
| 1362 | Diversified#1362 · 122,115 sh | 122,115 | $13.3M | 0.21% | +17.3% |
| 1363 | Twelve Points Wealth Management#1363 · 176,559 sh | 176,559 | $13.3M | 2.66% | -1.9% |
| 1364 | RWA WEALTH PARTNERS#1364 · 71,511 sh | 71,511 | $13.3M | 0.13% | -89.0% |
| 1365 | Destination Wealth Management#1365 · 301,245 sh | 301,245 | $13.3M | 0.31% | +1.8% |
| 1366 | Argent Advisors#1366 · 100,705 sh | 100,705 | $13.3M | 3.32% | +4.0% |
| 1367 | Accel Wealth Management#1367 · 290,394 sh | 290,394 | $13.2M | — | +12.8% |
| 1368 | WT Wealth Management#1368 · 195,875 sh | 195,875 | $13.2M | — | -6.4% |
| 1369 | Fortitude Family Office#1369 · 512,580 sh | 512,580 | $13.2M | — | +13.2% |
| 1370 | Physician Wealth Advisors#1370 · 84,358 sh | 84,358 | $13.2M | — | -25.6% |
| 1371 | Sagace Wealth Management#1371 · 90,367 sh | 90,367 | $13.2M | 8.29% | +5.4% |
| 1372 | Norris Financial Group#1372 · 175,116 sh | 175,116 | $13.2M | 5.26% | +11.8% |
| 1373 | COURAGE CAPITAL MANAGEMENT#1373 · 648,000 sh | 648,000 | $13.2M | 19.61% | 0.0% |
| 1374 | STEEL GROVE CAPITAL ADVISORS#1374 · 397,930 sh | 397,930 | $13.2M | — | +1.6% |
| 1375 | Clear Retirement Advice#1375 · 123,450 sh | 123,450 | $13.2M | — | +8.2% |
| 1376 | Oliver Luxxe Assets#1376 · 629,896 sh | 629,896 | $13.2M | — | +4.9% |
| 1377 | Keystone Wealth Services#1377 · 85,832 sh | 85,832 | $13.2M | 2.45% | +23.4% |
| 1378 | Patten Group#1378 · 226,483 sh | 226,483 | $13.2M | — | +1.8% |
| 1379 | CONNING#1379 · 490,000 sh | 490,000 | $13.2M | — | 0.0% |
| 1380 | Dana Investment Advisors#1380 · 159,354 sh | 159,354 | $13.1M | 0.34% | +9.9% |
| 1381 | River Street Advisors#1381 · 643,370 sh | 643,370 | $13.1M | — | +5.1% |
| 1382 | Operose Advisors#1382 · 91,302 sh | 91,302 | $13.1M | 2.54% | +5.2% |
| 1383 | Auour Investments#1383 · 550,675 sh | 550,675 | $13.1M | — | +10.0% |
| 1384 | SIGNATUREFD#1384 · 420,420 sh | 420,420 | $13.1M | — | -6.2% |
| 1385 | Cedar Mountain Advisors#1385 · 142,778 sh | 142,778 | $13.1M | — | +0.4% |
| 1386 | NEVILLE RODIE & SHAW#1386 · 202,650 sh | 202,650 | $13.1M | — | +0.6% |
| 1387 | Stonebrook Private#1387 · 102,897 sh | 102,897 | $13.0M | 2.38% | -18.8% |
| 1388 | Yelin Lapidot Management Ltd.#1388 · 59,596 sh | 59,596 | $13.0M | — | +6.1% |
| 1389 | CAMBRIDGE ASSOCIATES /MA#1389 · 61,010 sh | 61,010 | $13.0M | 0.19% | -21.2% |
| 1390 | Independence Bank of Kentucky#1390 · 599,338 sh | 599,338 | $13.0M | — | +7.9% |
| 1391 | Smartleaf Asset Management#1391 · 348,616 sh | 348,616 | $13.0M | 0.42% | 0.0% |
| 1392 | Horst & Graben Wealth Management#1392 · 83,232 sh | 83,232 | $12.9M | 1.70% | -23.5% |
| 1393 | Plan Group Financial#1393 · 570,998 sh | 570,998 | $12.9M | — | -8.1% |
| 1394 | M3 Wealth Management#1394 · 60,528 sh | 60,528 | $12.9M | 8.36% | +6.6% |
| 1395 | GWN SECURITIES#1395 · 78,369 sh | 78,369 | $12.9M | 2.15% | +19.8% |
| 1396 | West Wealth Group#1396 · 520,407 sh | 520,407 | $12.9M | — | +15.9% |
| 1397 | ERn Financial#1397 · 179,202 sh | 179,202 | $12.8M | — | -4.7% |
| 1398 | WLTH Capital Management#1398 · 652,354 sh | 652,354 | $12.8M | — | +79.4% |
| 1399 | Solitude Financial Services#1399 · 64,411 sh | 64,411 | $12.8M | — | +2.0% |
| 1400 | Dominguez Wealth Management Solutions#1400 · 170,427 sh | 170,427 | $12.8M | — | +0.7% |
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.