Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | EPG Wealth Management#1701 · 91,691 sh | 91,691 | $8.7M | 2.08% | +1.4% |
| 1702 | Revolve Wealth Partners#1702 · 348,440 sh | 348,440 | $8.7M | — | +3.8% |
| 1703 | Quantitative Investment Management#1703 · 101,073 sh | 101,073 | $8.7M | 0.94% | +595.2% |
| 1704 | Fairvoy Private Wealth#1704 · 40,547 sh | 40,547 | $8.6M | — | -5.3% |
| 1705 | Rathbones Group PLC#1705 · 311,056 sh | 311,056 | $8.6M | 0.03% | -5.5% |
| 1706 | Fluent Financial#1706 · 40,438 sh | 40,438 | $8.6M | — | +3.3% |
| 1707 | Sageworth#1707 · 40,425 sh | 40,425 | $8.6M | 0.34% | -64.0% |
| 1708 | One Wealth Map#1708 · 186,808 sh | 186,808 | $8.6M | 3.91% | +2.7% |
| 1709 | KANE INVESTMENT MANAGEMENT#1709 · 74,769 sh | 74,769 | $8.6M | 3.67% | -10.3% |
| 1710 | Dynamic Wealth Strategies#1710 · 99,091 sh | 99,091 | $8.6M | — | +0.1% |
| 1711 | DIVERSIFIED MANAGEMENT#1711 · 38,957 sh | 38,957 | $8.6M | — | +3.2% |
| 1712 | Mission Hills Financial Advisory#1712 · 73,986 sh | 73,986 | $8.5M | 3.75% | -26.2% |
| 1713 | COMPASS CAPITAL /MA#1713 · 109,568 sh | 109,568 | $8.5M | 2.78% | -4.9% |
| 1714 | Exit Wealth Advisors#1714 · 123,083 sh | 123,083 | $8.5M | 3.88% | +550.1% |
| 1715 | VIAWEALTH#1715 · 80,944 sh | 80,944 | $8.5M | 4.28% | +7.9% |
| 1716 | III Capital Management#1716 · 40,000 sh | 40,000 | $8.5M | 2.16% | New |
| 1717 | MOSAIC FAMILY WEALTH PARTNERS#1717 · 88,371 sh | 88,371 | $8.5M | 0.57% | +41.8% |
| 1718 | Jain Global#1718 · 39,906 sh | 39,906 | $8.5M | 0.03% | New |
| 1719 | Independent Wealth Network#1719 · 159,220 sh | 159,220 | $8.5M | — | +3.5% |
| 1720 | Standard Family Office#1720 · 39,820 sh | 39,820 | $8.5M | 7.45% | +59.0% |
| 1721 | Parallax Volatility Advisers, L.P.#1721 · 47,252 sh | 47,252 | $8.5M | 0.01% | +399.5% |
| 1722 | Keel Point#1722 · 307,872 sh | 307,872 | $8.4M | 0.49% | -5.7% |
| 1723 | Windsor Capital Management#1723 · 343,905 sh | 343,905 | $8.4M | — | +0.9% |
| 1724 | Ipsen Advisor Group#1724 · 50,856 sh | 50,856 | $8.3M | 5.36% | -2.3% |
| 1725 | Intrepid Financial Planning Group#1725 · 47,423 sh | 47,423 | $8.3M | 2.83% | -82.4% |
| 1726 | BridgePort Financial Solutions#1726 · 73,771 sh | 73,771 | $8.3M | 2.11% | +19.8% |
| 1727 | MassMutual Private Wealth & , FSB#1727 · 232,525 sh | 232,525 | $8.3M | — | -1.5% |
| 1728 | Key Client Fiduciary Advisors#1728 · 112,548 sh | 112,548 | $8.3M | — | +1.2% |
| 1729 | G&S Capital#1729 · 118,516 sh | 118,516 | $8.3M | — | +3.5% |
| 1730 | WHITENER CAPITAL MANAGEMENT#1730 · 437,098 sh | 437,098 | $8.2M | — | +29.1% |
| 1731 | Goldstone Financial Group#1731 · 191,017 sh | 191,017 | $8.2M | 0.75% | -3.8% |
| 1732 | Golden Reserve Retirement#1732 · 436,593 sh | 436,593 | $8.2M | 1.29% | +26.6% |
| 1733 | Kensington Asset Management#1733 · 424,862 sh | 424,862 | $8.2M | 0.45% | New |
| 1734 | Mezzasalma Advisors#1734 · 102,583 sh | 102,583 | $8.2M | — | +1119.6% |
| 1735 | STEINBERGANNA WEALTH MANAGEMENT#1735 · 63,799 sh | 63,799 | $8.2M | — | +0.1% |
| 1736 | United Community Bank#1736 · 122,409 sh | 122,409 | $8.1M | — | +14.5% |
| 1737 | KENNICOTT CAPITAL MANAGEMENT#1737 · 69,181 sh | 69,181 | $8.1M | — | -11.9% |
| 1738 | IAMS WEALTH MANAGEMENT#1738 · 65,955 sh | 65,955 | $8.1M | — | +115.1% |
| 1739 | Quattro Advisors#1739 · 48,354 sh | 48,354 | $8.1M | 5.40% | +2.3% |
| 1740 | North Star Investment Management#1740 · 374,449 sh | 374,449 | $8.1M | — | +5.4% |
| 1741 | SAGESPRING WEALTH PARTNERS#1741 · 43,780 sh | 43,780 | $8.1M | — | +44.0% |
| 1742 | MY Wealth Management#1742 · 50,188 sh | 50,188 | $8.1M | — | +1131.0% |
| 1743 | STUDIO INVESTMENT MANAGEMENT#1743 · 99,554 sh | 99,554 | $8.1M | — | +5.5% |
| 1744 | Virtu Financial#1744 · 339,202 sh | 339,202 | $8.1M | 0.25% | +383.8% |
| 1745 | KCM INVESTMENT ADVISORS#1745 · 315,437 sh | 315,437 | $8.1M | — | -4.6% |
| 1746 | PATTON FUND MANAGEMENT#1746 · 507,468 sh | 507,468 | $8.1M | — | -23.7% |
| 1747 | Quantbot Technologies#1747 · 67,606 sh | 67,606 | $8.0M | 0.32% | -36.0% |
| 1748 | MIRAE ASSET GLOBAL ETFS Ltd.#1748 · 60,942 sh | 60,942 | $8.0M | <0.01% | -66.9% |
| 1749 | BCWM#1749 · 37,715 sh | 37,715 | $8.0M | 2.35% | -2.5% |
| 1750 | Legacy Financial Advisors#1750 · 124,452 sh | 124,452 | $8.0M | 0.98% | -0.6% |
| 1751 | Cannon Wealth Management Services#1751 · 49,201 sh | 49,201 | $8.0M | 4.39% | +521.9% |
| 1752 | HHM Wealth Advisors#1752 · 116,730 sh | 116,730 | $8.0M | 0.81% | -3.1% |
| 1753 | David R. Rahn & Associates#1753 · 505,048 sh | 505,048 | $8.0M | 1.89% | -49.1% |
| 1754 | Provenance Wealth Advisors#1754 · 116,365 sh | 116,365 | $8.0M | 0.76% | -3.3% |
| 1755 | JGP Wealth Management#1755 · 28,291 sh | 28,291 | $8.0M | — | +9.7% |
| 1756 | Lakeshore Financial Planning#1756 · 37,547 sh | 37,547 | $8.0M | — | -1.1% |
| 1757 | Abundance Wealth Counselors#1757 · 42,213 sh | 42,213 | $8.0M | — | +31.0% |
| 1758 | Walkner Condon Financial Advisors#1758 · 349,885 sh | 349,885 | $8.0M | 0.92% | +19.4% |
| 1759 | Symphony Financial Services#1759 · 54,683 sh | 54,683 | $8.0M | 3.59% | +1.2% |
| 1760 | Financial Guidance Group#1760 · 37,522 sh | 37,522 | $8.0M | — | +2.7% |
| 1761 | ARKANSAS FINANCIAL GROUP#1761 · 29,860 sh | 29,860 | $8.0M | — | +9.5% |
| 1762 | PETTYJOHN, WOOD & WHITE#1762 · 36,276 sh | 36,276 | $8.0M | 1.16% | +2.0% |
| 1763 | Westside Investment Management#1763 · 42,710 sh | 42,710 | $8.0M | 1.05% | -0.5% |
| 1764 | PCM Encore#1764 · 37,230 sh | 37,230 | $7.9M | 1.39% | +18.3% |
| 1765 | Outlook Wealth Advisors#1765 · 47,093 sh | 47,093 | $7.9M | — | +3.5% |
| 1766 | WFA of San Diego#1766 · 122,538 sh | 122,538 | $7.9M | 6.45% | -8.9% |
| 1767 | SBI Securities , Ltd.#1767 · 40,149 sh | 40,149 | $7.9M | — | +19.8% |
| 1768 | HANOVER ADVISORS#1768 · 386,473 sh | 386,473 | $7.9M | 2.83% | +0.4% |
| 1769 | BKM Wealth Management#1769 · 57,528 sh | 57,528 | $7.9M | — | -3.2% |
| 1770 | City Center Advisors#1770 · 153,413 sh | 153,413 | $7.8M | — | +13.0% |
| 1771 | AMERICAN FINANCIAL & TAX STRATEGIES#1771 · 158,158 sh | 158,158 | $7.8M | — | -0.3% |
| 1772 | Cassaday & Wealth Management#1772 · 79,868 sh | 79,868 | $7.8M | — | +10.5% |
| 1773 | Members#1773 · 36,570 sh | 36,570 | $7.8M | 0.24% | -4.6% |
| 1774 | Strategic Advisors#1774 · 31,039 sh | 31,039 | $7.8M | — | +31.3% |
| 1775 | CenterStar Asset Management#1775 · 36,500 sh | 36,500 | $7.8M | — | New |
| 1776 | Ascent Advisors#1776 · 28,200 sh | 28,200 | $7.8M | 8.95% | -20.6% |
| 1777 | Orion Capital Management#1777 · 36,315 sh | 36,315 | $7.7M | 2.39% | -0.4% |
| 1778 | TCP Asset Management#1778 · 38,631 sh | 38,631 | $7.7M | — | -2.2% |
| 1779 | FIRST NATIONAL#1779 · 56,407 sh | 56,407 | $7.7M | — | -2.9% |
| 1780 | Cornerstone Wealth Group#1780 · 90,459 sh | 90,459 | $7.7M | 0.46% | -1.3% |
| 1781 | Simmons Bank#1781 · 81,196 sh | 81,196 | $7.7M | 0.44% | +97.3% |
| 1782 | Walser Wealth Management Company, A Ltd Liability#1782 · 427,796 sh | 427,796 | $7.7M | — | New |
| 1783 | YANKCOM Partnership#1783 · 302,240 sh | 302,240 | $7.7M | — | +1.1% |
| 1784 | FIRETHORN WEALTH PARTNERS#1784 · 101,526 sh | 101,526 | $7.7M | — | +5.9% |
| 1785 | Alta Wealth Advisors#1785 · 40,368 sh | 40,368 | $7.7M | 2.08% | -0.2% |
| 1786 | Phoenix Wealth Advisors#1786 · 50,541 sh | 50,541 | $7.7M | 2.58% | +1.7% |
| 1787 | ACCESS FINANCIAL SERVICES#1787 · 60,591 sh | 60,591 | $7.7M | 2.51% | +4.7% |
| 1788 | Black Diamond Financial#1788 · 35,915 sh | 35,915 | $7.6M | — | -8.9% |
| 1789 | BOS Asset Management#1789 · 162,897 sh | 162,897 | $7.6M | — | -16.5% |
| 1790 | Marex Group plc#1790 · 93,409 sh | 93,409 | $7.6M | 0.03% | +14.1% |
| 1791 | FULTON BREAKEFIELD BROENNIMAN#1791 · 35,828 sh | 35,828 | $7.6M | 0.45% | +22.4% |
| 1792 | Shared Vision Wealth Group#1792 · 310,889 sh | 310,889 | $7.6M | 2.62% | +780.5% |
| 1793 | Ehrenkranz Partners L.P.#1793 · 35,785 sh | 35,785 | $7.6M | 4.40% | 0.0% |
| 1794 | Baron Financial Group#1794 · 100,500 sh | 100,500 | $7.6M | — | -1.3% |
| 1795 | OMNI 360 Wealth#1795 · 80,623 sh | 80,623 | $7.6M | — | +1.6% |
| 1796 | Beaumont Asset Management, L.L.C.#1796 · 84,339 sh | 84,339 | $7.6M | — | -0.6% |
| 1797 | Elgethun Capital Management#1797 · 35,680 sh | 35,680 | $7.6M | 1.06% | +14.9% |
| 1798 | BETO FINANCIAL GROUP#1798 · 149,728 sh | 149,728 | $7.6M | 3.99% | +52.7% |
| 1799 | Alhambra Investment Partners#1799 · 136,335 sh | 136,335 | $7.6M | — | -5.8% |
| 1800 | Creative Capital Management Investments#1800 · 136,526 sh | 136,526 | $7.5M | — | 0.0% |
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.