Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | RPg Family Wealth Advisory#1401 · 454,562 sh | 454,562 | $12.7M | 2.08% | -5.3% |
| 1402 | United Advisor Group#1402 · 105,186 sh | 105,186 | $12.7M | 1.34% | +17.6% |
| 1403 | Kohmann Bosshard Financial Services#1403 · 581,161 sh | 581,161 | $12.7M | 1.08% | -8.2% |
| 1404 | bLong Financial#1404 · 41,832 sh | 41,832 | $12.7M | 8.26% | New |
| 1405 | Carrera Capital Advisors#1405 · 633,939 sh | 633,939 | $12.7M | 1.88% | +2.8% |
| 1406 | Lunt Capital Management#1406 · 89,827 sh | 89,827 | $12.7M | 4.64% | -32.3% |
| 1407 | WEALTHCARE CAPITAL MANAGEMENT#1407 · 478,167 sh | 478,167 | $12.6M | — | -5.5% |
| 1408 | Aletheian Wealth Advisors#1408 · 422,975 sh | 422,975 | $12.6M | — | +6.2% |
| 1409 | Private Wealth Group#1409 · 68,733 sh | 68,733 | $12.6M | — | +12.2% |
| 1410 | Comprehensive Financial Planning#1410 · 132,493 sh | 132,493 | $12.6M | — | +0.6% |
| 1411 | Weaver Consulting Group#1411 · 124,222 sh | 124,222 | $12.6M | — | +9.6% |
| 1412 | Ritter Daniher Financial Advisory / DE#1412 · 62,046 sh | 62,046 | $12.6M | 1.91% | -2.4% |
| 1413 | Vista Cima Wealth Management#1413 · 99,745 sh | 99,745 | $12.6M | 9.35% | +1.5% |
| 1414 | Allen Capital Group#1414 · 377,802 sh | 377,802 | $12.6M | — | +9.2% |
| 1415 | SeaCrest Wealth Management#1415 · 160,115 sh | 160,115 | $12.6M | — | +10.0% |
| 1416 | Riggs Asset Managment#1416 · 274,739 sh | 274,739 | $12.5M | 2.23% | +192.3% |
| 1417 | McNaughton Wealth Management#1417 · 142,333 sh | 142,333 | $12.5M | — | -15.1% |
| 1418 | WALLER FINANCIAL PLANNING GROUP#1418 · 182,037 sh | 182,037 | $12.5M | — | -7.4% |
| 1419 | EVOLUTION WEALTH MANAGEMENT#1419 · 75,775 sh | 75,775 | $12.4M | 7.31% | +20.8% |
| 1420 | Indivisible Partners#1420 · 178,534 sh | 178,534 | $12.4M | — | +126.1% |
| 1421 | HAZLETT, BURT & WATSON#1421 · 115,727 sh | 115,727 | $12.4M | 3.30% | +2.1% |
| 1422 | Rothschild Capital Partners#1422 · 62,015 sh | 62,015 | $12.4M | 2.66% | 0.0% |
| 1423 | DWM Financial Group#1423 · 583,452 sh | 583,452 | $12.4M | 11.01% | — |
| 1424 | BRIGHTON JONES#1424 · 239,208 sh | 239,208 | $12.3M | 0.23% | +1.2% |
| 1425 | Continuum Advisory#1425 · 302,989 sh | 302,989 | $12.3M | 0.99% | +25.8% |
| 1426 | Provident Wealth Management#1426 · 121,688 sh | 121,688 | $12.3M | — | +1.6% |
| 1427 | HARBOR CAPITAL ADVISORS#1427 · 53,613 sh | 53,613 | $12.2M | — | -46.0% |
| 1428 | Eagle Capital Management#1428 · 75,572 sh | 75,572 | $12.2M | — | +0.6% |
| 1429 | Concorde Asset Management#1429 · 86,912 sh | 86,912 | $12.2M | 7.06% | +11.2% |
| 1430 | Stillwater Private Wealth#1430 · 94,251 sh | 94,251 | $12.2M | 7.94% | +207.1% |
| 1431 | Endure Capital Management#1431 · 461,606 sh | 461,606 | $12.2M | 2.70% | 0.0% |
| 1432 | GRAHAM CAPITAL WEALTH MANAGEMENT#1432 · 198,186 sh | 198,186 | $12.2M | — | -15.4% |
| 1433 | JSF Financial#1433 · 189,670 sh | 189,670 | $12.2M | — | +5.1% |
| 1434 | PETRA FINANCIAL ADVISORS#1434 · 134,680 sh | 134,680 | $12.2M | 5.64% | +10.9% |
| 1435 | Southland Equity Partners#1435 · 138,664 sh | 138,664 | $12.2M | — | +3.5% |
| 1436 | Aprio Wealth Management#1436 · 281,146 sh | 281,146 | $12.1M | 0.60% | +62.8% |
| 1437 | First Financial Bank - Division#1437 · 57,022 sh | 57,022 | $12.1M | — | +6.0% |
| 1438 | HELIOS CAPITAL MANAGEMENT PTE. LTD#1438 · 40,000 sh | 40,000 | $12.1M | — | 0.0% |
| 1439 | Mesirow Financial Investment Management#1439 · 70,072 sh | 70,072 | $12.1M | 0.19% | -51.8% |
| 1440 | Clarus Group#1440 · 62,033 sh | 62,033 | $12.1M | — | +4.1% |
| 1441 | Keystone Financial Group#1441 · 206,613 sh | 206,613 | $12.1M | 0.72% | +7.9% |
| 1442 | REUTER JAMES WEALTH MANAGEMENT#1442 · 660,934 sh | 660,934 | $12.1M | — | +26.5% |
| 1443 | NORTH STAR ASSET MANAGEMENT#1443 · 62,415 sh | 62,415 | $12.1M | 0.48% | +10.3% |
| 1444 | SHEETS SMITH WEALTH MANAGEMENT#1444 · 129,450 sh | 129,450 | $12.1M | — | -5.7% |
| 1445 | Pine Valley Investments Ltd Liability#1445 · 48,533 sh | 48,533 | $12.1M | 0.48% | +6.4% |
| 1446 | Connecticut Wealth Management#1446 · 78,212 sh | 78,212 | $12.1M | — | -2.8% |
| 1447 | SAWGRASS ASSET MANAGEMENT#1447 · 635,294 sh | 635,294 | $12.1M | 1.59% | -4.6% |
| 1448 | VisionPoint Advisory Group#1448 · 188,171 sh | 188,171 | $12.0M | — | +86.8% |
| 1449 | Elm3 Financial Group#1449 · 56,855 sh | 56,855 | $12.0M | — | -10.9% |
| 1450 | Commerce Advisors#1450 · 61,011 sh | 61,011 | $12.0M | — | +212.5% |
| 1451 | PSI Advisors#1451 · 81,457 sh | 81,457 | $12.0M | 2.78% | -0.3% |
| 1452 | LIBERTY SQUARE WEALTH PARTNERS#1452 · 113,892 sh | 113,892 | $11.9M | 2.85% | +8.2% |
| 1453 | Odyssey Group#1453 · 624,260 sh | 624,260 | $11.9M | 3.23% | — |
| 1454 | Next Level Private#1454 · 83,484 sh | 83,484 | $11.9M | — | +14.7% |
| 1455 | Serenus Wealth Advisors#1455 · 127,121 sh | 127,121 | $11.9M | 2.08% | +33.2% |
| 1456 | Balance Wealth#1456 · 72,820 sh | 72,820 | $11.9M | — | +14.0% |
| 1457 | BARINGS#1457 · 39,184 sh | 39,184 | $11.9M | — | 0.0% |
| 1458 | CASTLEKEEP INVESTMENT ADVISORS#1458 · 148,594 sh | 148,594 | $11.8M | 5.93% | -7.1% |
| 1459 | Moors & Cabot#1459 · 108,379 sh | 108,379 | $11.8M | 0.46% | +2.3% |
| 1460 | Verum Partners#1460 · 156,193 sh | 156,193 | $11.8M | — | -1.4% |
| 1461 | Owl Creek Wealth Partners#1461 · 131,321 sh | 131,321 | $11.8M | — | -0.2% |
| 1462 | BIP Wealth#1462 · 111,411 sh | 111,411 | $11.8M | — | +61.6% |
| 1463 | Aventus Investment Advisors#1463 · 182,982 sh | 182,982 | $11.8M | — | -11.4% |
| 1464 | NWF Advisory Services#1464 · 120,734 sh | 120,734 | $11.8M | — | +2.6% |
| 1465 | Cypress Wealth Services#1465 · 288,461 sh | 288,461 | $11.8M | — | +0.5% |
| 1466 | Mayflower Financial Advisors#1466 · 267,423 sh | 267,423 | $11.8M | 1.02% | +10.4% |
| 1467 | Alpha Financial Advisors#1467 · 41,391 sh | 41,391 | $11.8M | 3.08% | -0.9% |
| 1468 | INSTRUMENTAL WEALTH#1468 · 55,444 sh | 55,444 | $11.7M | — | +7.8% |
| 1469 | BURKE & HERBERT BANK#1469 · 93,619 sh | 93,619 | $11.7M | 2.91% | +15.6% |
| 1470 | Principal Street Partners#1470 · 55,087 sh | 55,087 | $11.7M | 1.72% | New |
| 1471 | Quad-Cities Investment Group#1471 · 53,126 sh | 53,126 | $11.6M | — | +4.9% |
| 1472 | WESPAC Advisors#1472 · 165,686 sh | 165,686 | $11.6M | — | -41.1% |
| 1473 | Vermillion & White Wealth Management Group#1473 · 286,687 sh | 286,687 | $11.6M | 5.84% | +13.5% |
| 1474 | Clarus Wealth Advisors#1474 · 40,454 sh | 40,454 | $11.5M | — | +1698.0% |
| 1475 | Retireful#1475 · 68,686 sh | 68,686 | $11.5M | — | +53.3% |
| 1476 | Jordan Park Group#1476 · 104,314 sh | 104,314 | $11.5M | 0.58% | 0.0% |
| 1477 | SMITH SHELLNUT WILSON#1477 · 85,479 sh | 85,479 | $11.5M | — | +6.8% |
| 1478 | Alliance Wealth Advisors#1478 · 153,535 sh | 153,535 | $11.5M | — | -13.2% |
| 1479 | NWI MANAGEMENT#1479 · 54,000 sh | 54,000 | $11.5M | 0.53% | 0.0% |
| 1480 | GRANVILLE CAPITAL#1480 · 53,946 sh | 53,946 | $11.5M | 5.13% | +2.7% |
| 1481 | MILESTONE ASSET MANAGEMENT#1481 · 391,869 sh | 391,869 | $11.5M | — | +8.3% |
| 1482 | Providence First#1482 · 102,146 sh | 102,146 | $11.5M | 3.21% | -9.0% |
| 1483 | Forza Wealth Management#1483 · 86,881 sh | 86,881 | $11.4M | — | +6.9% |
| 1484 | LOCKHEED MARTIN INVESTMENT MANAGEMENT#1484 · 470,000 sh | 470,000 | $11.4M | 0.45% | -17.5% |
| 1485 | TRUSTMARK NATIONAL BANK DEPARTMENT#1485 · 477,467 sh | 477,467 | $11.4M | 0.68% | -3.5% |
| 1486 | FIRST NATIONAL BANK SIOUX FALLS#1486 · 56,621 sh | 56,621 | $11.4M | — | 0.0% |
| 1487 | Faithward Advisors#1487 · 133,411 sh | 133,411 | $11.4M | 1.39% | -0.6% |
| 1488 | Winthrop Capital Management#1488 · 62,637 sh | 62,637 | $11.4M | 2.74% | -9.5% |
| 1489 | Aspect Partners#1489 · 666,654 sh | 666,654 | $11.3M | — | -5.0% |
| 1490 | Elmwood Wealth Management#1490 · 347,463 sh | 347,463 | $11.3M | — | +0.9% |
| 1491 | Hollow Brook Wealth Management#1491 · 63,635 sh | 63,635 | $11.2M | 2.23% | +0.1% |
| 1492 | WP Advisors#1492 · 113,421 sh | 113,421 | $11.2M | — | -10.6% |
| 1493 | MARIPAU WEALTH MANAGEMENT#1493 · 106,178 sh | 106,178 | $11.2M | 4.00% | +13.3% |
| 1494 | Summit Financial Consulting#1494 · 90,389 sh | 90,389 | $11.2M | — | -5.4% |
| 1495 | MARKET STREET WEALTH MANAGEMENT ADVISORS#1495 · 133,674 sh | 133,674 | $11.2M | — | -0.7% |
| 1496 | American Institute for Advanced Investment Management, LLP#1496 · 291,843 sh | 291,843 | $11.2M | 6.46% | +7.5% |
| 1497 | FORM Wealth Advisors#1497 · 543,833 sh | 543,833 | $11.1M | — | +68.2% |
| 1498 | Turning Point Benefit Group#1498 · 108,053 sh | 108,053 | $11.1M | 4.79% | -7.4% |
| 1499 | Aspire Growth Partners#1499 · 37,853 sh | 37,853 | $11.1M | 6.45% | +11.8% |
| 1500 | NOVEM GROUP#1500 · 126,626 sh | 126,626 | $11.1M | — | +46.2% |
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.