Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 4)
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 301 to 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 301–400 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | EXCHANGE TRADED CONCEPTS#301 · 1,130,312 sh | 1,130,312 | $97.5M | — | +150.4% |
| 302 | New England Private Wealth Advisors#302 · 1,391,465 sh | 1,391,465 | $97.5M | — | +0.4% |
| 303 | Betterment#303 · 682,795 sh | 682,795 | $97.2M | 0.16% | +25.3% |
| 304 | FIRST MANHATTAN#304 · 460,549 sh | 460,549 | $95.7M | 0.24% | +9.4% |
| 305 | Bleakley Financial Group#305 · 905,107 sh | 905,107 | $95.6M | 1.22% | +20.0% |
| 306 | Insight Wealth Strategies#306 · 1,648,948 sh | 1,648,948 | $95.4M | — | +9.7% |
| 307 | Foundations Investment Advisors#307 · 1,883,454 sh | 1,883,454 | $93.8M | 0.96% | +21.7% |
| 308 | CVFG#308 · 2,886,858 sh | 2,886,858 | $93.7M | 9.84% | +3.8% |
| 309 | Vanderbilt University#309 · 437,060 sh | 437,060 | $93.0M | 12.77% | -6.8% |
| 310 | COOKSON PEIRCE#310 · 4,737,959 sh | 4,737,959 | $92.8M | 3.06% | +2.5% |
| 311 | Perennial Investment Advisors#311 · 1,255,151 sh | 1,255,151 | $92.8M | 6.17% | +8.0% |
| 312 | Kovack Advisors#312 · 1,157,047 sh | 1,157,047 | $92.8M | 4.46% | +20.6% |
| 313 | FLAGSHIP HARBOR ADVISORS#313 · 1,146,513 sh | 1,146,513 | $92.6M | — | +18.0% |
| 314 | ASHTON THOMAS SECURITIES#314 · 1,882,098 sh | 1,882,098 | $92.5M | — | +22.2% |
| 315 | GRIMES & WEALTH MANAGEMENT#315 · 1,217,861 sh | 1,217,861 | $92.3M | 2.00% | -4.9% |
| 316 | GILL CAPITAL PARTNERS#316 · 3,800,092 sh | 3,800,092 | $92.2M | — | +100.0% |
| 317 | Savvy Advisors#317 · 2,074,796 sh | 2,074,796 | $92.2M | 1.96% | +309.0% |
| 318 | OneDigital Investment Advisors#318 · 1,570,852 sh | 1,570,852 | $92.1M | 0.78% | +39.8% |
| 319 | PEAPACK GLADSTONE FINANCIAL#319 · 497,104 sh | 497,104 | $91.7M | 1.05% | +4.3% |
| 320 | Berkshire Money Management#320 · 595,302 sh | 595,302 | $90.8M | — | -1.3% |
| 321 | Quadrature Capital Ltd#321 · 1,539,046 sh | 1,539,046 | $90.3M | 0.77% | +60.9% |
| 322 | Madison Asset Management#322 · 975,729 sh | 975,729 | $89.9M | 1.07% | -26.5% |
| 323 | Breakwater Capital Group#323 · 1,166,912 sh | 1,166,912 | $89.6M | — | -2.9% |
| 324 | Klingman & Associates#324 · 1,094,298 sh | 1,094,298 | $89.4M | — | +1.9% |
| 325 | HUNTINGTON NATIONAL BANK#325 · 3,167,126 sh | 3,167,126 | $89.1M | 0.43% | +6.5% |
| 326 | Carroll Advisory Group#326 · 2,537,515 sh | 2,537,515 | $89.1M | — | +14.7% |
| 327 | LEUCADIA NATIONAL#327 · 682,079 sh | 682,079 | $88.7M | 0.58% | +20.1% |
| 328 | Independence Asset Advisors#328 · 982,557 sh | 982,557 | $88.5M | — | 0.0% |
| 329 | ADAMSBROWN WEALTH CONSULTANTS#329 · 935,084 sh | 935,084 | $88.4M | — | +7.9% |
| 330 | Atlas Legacy Advisors#330 · 695,158 sh | 695,158 | $88.4M | 13.04% | +0.5% |
| 331 | Consolidated Investment Group#331 · 414,175 sh | 414,175 | $88.1M | 7.66% | 0.0% |
| 332 | Capital Investment Counsel#332 · 4,422,109 sh | 4,422,109 | $87.5M | — | +3.9% |
| 333 | Sigma Planning#333 · 1,221,964 sh | 1,221,964 | $87.4M | — | +1.5% |
| 334 | Cornerstone Planning Group#334 · 314,711 sh | 314,711 | $87.4M | — | +2.1% |
| 335 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#335 · 345,101 sh | 345,101 | $87.4M | 0.27% | +44.3% |
| 336 | Penserra Capital Management#336 · 1,016,099 sh | 1,016,099 | $87.3M | 0.67% | +17.8% |
| 337 | SAGE FINANCIAL GROUP#337 · 428,902 sh | 428,902 | $87.2M | — | +4.4% |
| 338 | CIBC WORLD MARKET#338 · 1,147,245 sh | 1,147,245 | $87.2M | 0.14% | -31.8% |
| 339 | 1832 Asset Management L.P.#339 · 1,521,753 sh | 1,521,753 | $87.1M | 0.04% | +9.0% |
| 340 | WCG Wealth Advisors#340 · 1,236,997 sh | 1,236,997 | $87.0M | 2.06% | +71.5% |
| 341 | MAINSTAY CAPITAL MANAGEMENT#341 · 407,870 sh | 407,870 | $86.5M | 6.40% | -12.4% |
| 342 | Trilogy Capital#342 · 1,615,258 sh | 1,615,258 | $85.9M | — | +2.6% |
| 343 | Symetra Investment Management#343 · 4,205,600 sh | 4,205,600 | $85.7M | 7.49% | +16.9% |
| 344 | Alvarez & Marsal Private Wealth Partners#344 · 948,378 sh | 948,378 | $85.4M | 11.26% | -0.9% |
| 345 | FIFTH THIRD SECURITIES#345 · 995,767 sh | 995,767 | $85.1M | — | +6.8% |
| 346 | Waterloo Capital, L.P.#346 · 516,938 sh | 516,938 | $84.8M | 4.77% | +17.6% |
| 347 | FLOW TRADERS U.S.#347 · 2,207,451 sh | 2,207,451 | $84.8M | 3.48% | +131.9% |
| 348 | Rock Creek Group#348 · 394,785 sh | 394,785 | $84.0M | 8.45% | -15.6% |
| 349 | Arete Wealth Advisors#349 · 708,577 sh | 708,577 | $83.4M | 2.73% | +60.6% |
| 350 | HighPoint Advisor Group#350 · 1,364,931 sh | 1,364,931 | $83.3M | 2.93% | -2.3% |
| 351 | Redhawk Wealth Advisors#351 · 784,046 sh | 784,046 | $83.2M | — | -19.0% |
| 352 | Bernicke Wealth Management, Ltd.#352 · 404,837 sh | 404,837 | $82.9M | 9.62% | +2.9% |
| 353 | OPPENHEIMER#353 · 867,290 sh | 867,290 | $82.3M | — | +6.5% |
| 354 | RVW Wealth#354 · 641,731 sh | 641,731 | $82.0M | — | +7.6% |
| 355 | Ancora Advisors#355 · 685,944 sh | 685,944 | $81.9M | 1.58% | +4544.5% |
| 356 | Evensky & Katz#356 · 807,892 sh | 807,892 | $81.9M | — | -1.2% |
| 357 | Warner Group#357 · 406,643 sh | 406,643 | $81.4M | 20.05% | +91.4% |
| 358 | Ausdal Financial Partners#358 · 1,956,476 sh | 1,956,476 | $81.2M | 3.17% | -5.1% |
| 359 | Petix & Botte#359 · 1,582,034 sh | 1,582,034 | $81.1M | 16.33% | +4.1% |
| 360 | Sowell Financial Services#360 · 1,670,110 sh | 1,670,110 | $81.1M | — | -14.6% |
| 361 | Rollins Financial Advisors#361 · 628,497 sh | 628,497 | $81.1M | 10.68% | +10.1% |
| 362 | Bain Capital Credit#362 · 3,971,884 sh | 3,971,884 | $80.9M | 21.99% | +8.6% |
| 363 | Centiva Capital#363 · 7,170,268 sh | 7,170,268 | $80.3M | 0.70% | +8536.3% |
| 364 | TAIYO LIFE INSURANCE#364 · 263,000 sh | 263,000 | $79.7M | — | 0.0% |
| 365 | KIRR MARBACH#365 · 4,232,568 sh | 4,232,568 | $79.4M | — | -1.6% |
| 366 | Goepper Burkhardt#366 · 4,231,629 sh | 4,231,629 | $79.2M | 23.78% | +6.8% |
| 367 | Davidson Capital Management#367 · 571,896 sh | 571,896 | $78.9M | — | -1.2% |
| 368 | HB Wealth Management#368 · 780,709 sh | 780,709 | $78.9M | — | +5.4% |
| 369 | Ally Financial#369 · 369,000 sh | 369,000 | $78.5M | 10.13% | +181.7% |
| 370 | Essex Financial Services#370 · 914,266 sh | 914,266 | $78.4M | 3.90% | +1.6% |
| 371 | BRIDGES INVESTMENT MANAGEMENT#371 · 368,450 sh | 368,450 | $78.4M | 0.95% | +1.3% |
| 372 | CreativeOne Wealth#372 · 785,443 sh | 785,443 | $78.3M | 1.69% | -29.8% |
| 373 | Harel Insurance Investments & Financial Services Ltd.#373 · 1,169,317 sh | 1,169,317 | $78.2M | 0.38% | +20.0% |
| 374 | CIBC Asset Management#374 · 3,811,155 sh | 3,811,155 | $78.2M | 0.17% | -2.3% |
| 375 | Gratus Wealth Advisors#375 · 1,003,687 sh | 1,003,687 | $78.2M | — | +2.7% |
| 376 | WESCAP Management Group#376 · 587,661 sh | 587,661 | $78.1M | 14.58% | +1.4% |
| 377 | Elo Mutual Pension Insurance#377 · 503,708 sh | 503,708 | $78.0M | 1.00% | +2959.6% |
| 378 | Advisors Capital Management#378 · 3,045,493 sh | 3,045,493 | $77.5M | 0.82% | +4.3% |
| 379 | Erste Asset Management GmbH#379 · 650,109 sh | 650,109 | $77.5M | 0.60% | +5.8% |
| 380 | Fortis Group Advisors#380 · 632,161 sh | 632,161 | $77.0M | 12.30% | -39.2% |
| 381 | Baker Avenue Asset Management#381 · 1,352,565 sh | 1,352,565 | $76.3M | 1.44% | +2.7% |
| 382 | Allen Investment Management#382 · 385,594 sh | 385,594 | $75.4M | 0.89% | +21.3% |
| 383 | First Western Bank#383 · 357,405 sh | 357,405 | $75.3M | 3.67% | +1.7% |
| 384 | CENTRAL VALLEY ADVISORS#384 · 3,878,901 sh | 3,878,901 | $75.0M | — | 0.0% |
| 385 | GTS SECURITIES#385 · 836,683 sh | 836,683 | $74.0M | 1.56% | +35.3% |
| 386 | Tulsa Wealth Advisors#386 · 918,136 sh | 918,136 | $73.7M | 10.38% | -24.5% |
| 387 | Rolek Wealth Management#387 · 243,911 sh | 243,911 | $73.7M | — | +12.8% |
| 388 | COMMERCE BANK#388 · 660,308 sh | 660,308 | $73.5M | 0.32% | -3.5% |
| 389 | HBW Advisory Services#389 · 521,503 sh | 521,503 | $73.5M | — | +5.3% |
| 390 | ALTFEST L J#390 · 460,583 sh | 460,583 | $73.3M | — | +18.2% |
| 391 | TCG Advisory Services#391 · 3,379,670 sh | 3,379,670 | $73.1M | 1.31% | +18.7% |
| 392 | Parkwood#392 · 342,680 sh | 342,680 | $72.9M | 5.22% | 0.0% |
| 393 | Legacy Private#393 · 2,531,823 sh | 2,531,823 | $72.9M | — | +13.5% |
| 394 | Compass Ion Advisors#394 · 814,534 sh | 814,534 | $72.8M | — | +2.8% |
| 395 | RIA Advisory Group#395 · 423,510 sh | 423,510 | $72.2M | — | +265.2% |
| 396 | ADAPT WEALTH ADVISORS#396 · 347,963 sh | 347,963 | $72.1M | 23.58% | -5.5% |
| 397 | SEI INVESTMENTS#397 · 2,149,354 sh | 2,149,354 | $71.9M | 0.06% | -8.7% |
| 398 | TD PRIVATE CLIENT WEALTH#398 · 589,016 sh | 589,016 | $71.8M | 1.32% | +9.9% |
| 399 | Mutual Advisors#399 · 933,492 sh | 933,492 | $71.6M | 1.35% | +14.9% |
| 400 | Snowden Capital Advisors#400 · 787,902 sh | 787,902 | $71.1M | 1.68% | +2.5% |
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.