Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 5)
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 401 to 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 401–500 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Financial Enhancement Group#401 · 648,029 sh | 648,029 | $70.8M | — | +2.0% |
| 402 | Envestnet Portfolio Solutions#402 · 1,055,323 sh | 1,055,323 | $70.6M | 0.34% | +33.1% |
| 403 | VICUS CAPITAL#403 · 322,752 sh | 322,752 | $70.4M | 4.55% | +21.5% |
| 404 | BCS Wealth Management#404 · 3,332,164 sh | 3,332,164 | $70.0M | 12.60% | +4.0% |
| 405 | Marks Wealth#405 · 575,813 sh | 575,813 | $69.9M | 15.14% | New |
| 406 | Southern Farm Bureau Life Insurance#406 · 328,428 sh | 328,428 | $69.9M | — | 0.0% |
| 407 | OpenArc Corporate Advisory#407 · 355,786 sh | 355,786 | $69.1M | — | -4.3% |
| 408 | LEVEL FOUR ADVISORY SERVICES#408 · 451,047 sh | 451,047 | $68.9M | 1.95% | +2.3% |
| 409 | RENAISSANCE TECHNOLOGIES#409 · 965,688 sh | 965,688 | $68.8M | 0.09% | +291.0% |
| 410 | Neuberger Berman Group#410 · 1,285,849 sh | 1,285,849 | $68.4M | 0.05% | -2.0% |
| 411 | Milestone Investment Advisors#411 · 826,999 sh | 826,999 | $68.4M | 14.77% | +0.3% |
| 412 | Robertson Stephens Wealth Management#412 · 601,986 sh | 601,986 | $68.2M | — | 0.0% |
| 413 | NorthRock Partners#413 · 494,148 sh | 494,148 | $68.1M | 0.99% | -23.5% |
| 414 | Focus Partners Advisor Solutions#414 · 791,546 sh | 791,546 | $68.1M | 0.58% | +23.8% |
| 415 | CREATIVE FINANCIAL DESIGNS#415 · 721,469 sh | 721,469 | $67.9M | 3.23% | -13.1% |
| 416 | Ballast#416 · 642,244 sh | 642,244 | $67.5M | — | -0.2% |
| 417 | Carnegie Investment Counsel#417 · 2,182,922 sh | 2,182,922 | $67.4M | — | +12.9% |
| 418 | Cornerstone Planning#418 · 3,600,697 sh | 3,600,697 | $67.2M | — | +2.6% |
| 419 | Triton Wealth Management, PLLC#419 · 439,845 sh | 439,845 | $67.2M | 20.64% | +22.0% |
| 420 | Avidian Wealth Solutions#420 · 1,248,673 sh | 1,248,673 | $66.9M | — | +1.3% |
| 421 | EDMOND DE ROTHSCHILD HOLDING S.A.#421 · 719,253 sh | 719,253 | $66.8M | 0.88% | +2.1% |
| 422 | Pathstone#422 · 943,645 sh | 943,645 | $66.0M | 0.19% | +10.1% |
| 423 | INTEGRITY ALLIANCE#423 · 747,393 sh | 747,393 | $65.9M | 2.06% | +21.9% |
| 424 | AWM CAPITAL#424 · 621,827 sh | 621,827 | $65.8M | — | +2.9% |
| 425 | Paragon Capital Management Ltd#425 · 726,374 sh | 726,374 | $65.7M | — | -4.7% |
| 426 | Vise Technologies#426 · 902,287 sh | 902,287 | $65.5M | 0.74% | +167.7% |
| 427 | Cedar Wealth Management#427 · 885,791 sh | 885,791 | $65.5M | 16.84% | +3.2% |
| 428 | EQUITABLE#428 · 480,716 sh | 480,716 | $65.3M | — | +1.1% |
| 429 | VANGUARD FIDUCIARY#429 · 2,461,728 sh | 2,461,728 | $65.0M | 0.01% | -0.3% |
| 430 | TD Waterhouse Canada#430 · 551,992 sh | 551,992 | $64.8M | — | +33.9% |
| 431 | PRECEDENT WEALTH PARTNERS#431 · 1,832,690 sh | 1,832,690 | $64.6M | — | +1.7% |
| 432 | Whelan Financial#432 · 213,092 sh | 213,092 | $64.6M | 17.58% | 0.0% |
| 433 | Spectrum Asset Management#433 · 5,398,808 sh | 5,398,808 | $64.5M | 92.67% | +34.7% |
| 434 | NFP Retirement#434 · 1,233,927 sh | 1,233,927 | $64.5M | 3.54% | -1.4% |
| 435 | Sound Income Strategies#435 · 1,653,117 sh | 1,653,117 | $64.3M | — | +2.5% |
| 436 | Belpointe Asset Management#436 · 727,048 sh | 727,048 | $64.2M | 2.10% | +6.7% |
| 437 | D'Orazio & Associates#437 · 477,293 sh | 477,293 | $63.9M | 7.40% | -12.1% |
| 438 | AdvisorShares Investments#438 · 209,490 sh | 209,490 | $63.5M | 7.66% | New |
| 439 | WADDELL & ASSOCIATES#439 · 249,303 sh | 249,303 | $63.5M | 3.14% | +0.2% |
| 440 | Arlington#440 · 297,157 sh | 297,157 | $62.8M | — | +8.3% |
| 441 | Nuveen#441 · 2,044,696 sh | 2,044,696 | $62.5M | 0.01% | -7.4% |
| 442 | ROTHSCHILD INVESTMENT#442 · 954,696 sh | 954,696 | $62.4M | 2.33% | +3.5% |
| 443 | Total Clarity Wealth Management#443 · 1,102,910 sh | 1,102,910 | $62.2M | — | +25.5% |
| 444 | Charles Schwab#444 · 1,351,148 sh | 1,351,148 | $62.1M | — | -4.7% |
| 445 | CAPSTONE WEALTH MANAGEMENT GROUP#445 · 582,414 sh | 582,414 | $62.0M | 21.86% | -10.7% |
| 446 | MASON STREET ADVISORS#446 · 288,645 sh | 288,645 | $61.4M | 5.53% | +7.8% |
| 447 | Financial Solutions Advisory Group#447 · 2,766,881 sh | 2,766,881 | $61.3M | 7.75% | -4.9% |
| 448 | TrueNorth#448 · 3,160,035 sh | 3,160,035 | $61.2M | 3.83% | +16.2% |
| 449 | Activest Wealth Management#449 · 418,856 sh | 418,856 | $61.0M | — | -6.4% |
| 450 | TITLEIST ASSET MANAGEMENT#450 · 522,111 sh | 522,111 | $60.9M | — | +8.0% |
| 451 | Onyx Bridge Wealth Group#451 · 496,059 sh | 496,059 | $60.9M | — | +75.4% |
| 452 | Bangor Savings Bank#452 · 317,651 sh | 317,651 | $60.6M | — | +5.0% |
| 453 | Capital Advisors, Ltd.#453 · 709,719 sh | 709,719 | $60.6M | — | +0.9% |
| 454 | Clark Wealth Partners#454 · 557,098 sh | 557,098 | $60.5M | — | -2.2% |
| 455 | COHEN & STEERS#455 · 5,566,778 sh | 5,566,778 | $60.3M | 0.10% | +1736.3% |
| 456 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD#456 · 611,587 sh | 611,587 | $60.0M | 2.46% | 0.0% |
| 457 | SYON CAPITAL#457 · 2,591,744 sh | 2,591,744 | $59.9M | 2.61% | +0.7% |
| 458 | Ayalon Insurance Comp Ltd.#458 · 302,729 sh | 302,729 | $59.9M | — | +222.1% |
| 459 | Curry Webb Wealth Management#459 · 1,287,593 sh | 1,287,593 | $59.7M | — | +10.0% |
| 460 | SAPIENT CAPITAL#460 · 330,816 sh | 330,816 | $59.6M | — | +13.5% |
| 461 | Marietta Wealth Management#461 · 3,140,132 sh | 3,140,132 | $59.6M | — | +4.5% |
| 462 | Seros Financial#462 · 544,000 sh | 544,000 | $59.4M | — | +8.7% |
| 463 | HBK Sorce Advisory#463 · 1,013,441 sh | 1,013,441 | $59.3M | 1.12% | -3.0% |
| 464 | SILVER OAK SECURITIES#464 · 796,300 sh | 796,300 | $59.2M | 3.60% | +2.3% |
| 465 | ARVEST INVESTMENTS#465 · 294,625 sh | 294,625 | $59.0M | — | +3.9% |
| 466 | Rooted Wealth Advisors#466 · 827,637 sh | 827,637 | $58.7M | 14.36% | +11.9% |
| 467 | Koshinski Asset Management#467 · 575,673 sh | 575,673 | $58.6M | 3.12% | +38.5% |
| 468 | Brio Consultants#468 · 1,250,499 sh | 1,250,499 | $58.6M | 6.87% | +4.7% |
| 469 | PFG Advisors#469 · 652,549 sh | 652,549 | $58.2M | — | -47.0% |
| 470 | Q3 Asset Management#470 · 219,276 sh | 219,276 | $58.1M | 10.65% | +288.9% |
| 471 | StoneCrest Wealth Management#471 · 463,892 sh | 463,892 | $58.1M | 18.57% | +19.4% |
| 472 | Oxford Wealth Group#472 · 482,487 sh | 482,487 | $58.1M | 26.00% | +1.4% |
| 473 | RAINEY & RANDALL WEALTH ADVISORS#473 · 330,187 sh | 330,187 | $58.0M | — | -0.6% |
| 474 | RATIONAL ADVISORS#474 · 600,377 sh | 600,377 | $57.9M | 5.32% | -3.0% |
| 475 | BENJAMIN EDWARDS#475 · 1,348,089 sh | 1,348,089 | $57.9M | 0.53% | +9.6% |
| 476 | LM Advisors#476 · 732,857 sh | 732,857 | $57.8M | 6.67% | +1279.4% |
| 477 | CARY STREET PARTNERS FINANCIAL#477 · 1,496,819 sh | 1,496,819 | $57.7M | 1.26% | -3.4% |
| 478 | Convergence Financial#478 · 524,337 sh | 524,337 | $57.6M | — | +163.9% |
| 479 | LORD, ABBETT#479 · 2,817,329 sh | 2,817,329 | $57.4M | 0.16% | +0.3% |
| 480 | Fiduciary Planning#480 · 1,227,077 sh | 1,227,077 | $57.3M | — | +1.3% |
| 481 | Allianz Asset Management GmbH#481 · 2,145,612 sh | 2,145,612 | $57.2M | 0.05% | +81.0% |
| 482 | Drake & Associates#482 · 668,598 sh | 668,598 | $57.2M | 9.64% | +9.0% |
| 483 | SHENKMAN CAPITAL MANAGEMENT#483 · 2,753,854 sh | 2,753,854 | $57.2M | 7.93% | +43.6% |
| 484 | Foguth Wealth Management#484 · 388,593 sh | 388,593 | $57.1M | — | +38.7% |
| 485 | GUGGENHEIM CAPITAL#485 · 2,553,373 sh | 2,553,373 | $57.1M | 0.36% | +2.6% |
| 486 | Tradition Wealth Management#486 · 374,274 sh | 374,274 | $56.8M | 3.47% | -0.2% |
| 487 | Systelligence#487 · 1,100,967 sh | 1,100,967 | $56.8M | 9.48% | +0.9% |
| 488 | Legacy Financial Group#488 · 2,938,950 sh | 2,938,950 | $56.6M | 6.37% | +22.4% |
| 489 | REICON WEALTH ADVISORS#489 · 421,183 sh | 421,183 | $56.6M | 34.84% | +1.5% |
| 490 | Hamilton Capital Partners#490 · 186,222 sh | 186,222 | $56.4M | 1.64% | +8.5% |
| 491 | Spectrum Wealth Advisory Group#491 · 248,780 sh | 248,780 | $56.4M | 16.06% | +23.3% |
| 492 | Sachem Head Capital Management#492 · 265,000 sh | 265,000 | $56.4M | 1.17% | +34.9% |
| 493 | Signal Advisors Wealth#493 · 673,839 sh | 673,839 | $56.4M | — | -18.0% |
| 494 | Resonant Capital Advisors#494 · 557,987 sh | 557,987 | $56.2M | — | +1.4% |
| 495 | Straight Path Wealth Management#495 · 2,935,990 sh | 2,935,990 | $55.8M | — | +2.5% |
| 496 | Headland Capital#496 · 2,496,993 sh | 2,496,993 | $55.7M | 13.74% | +7.8% |
| 497 | TRUE Private Wealth Advisors#497 · 307,692 sh | 307,692 | $55.5M | — | +37.4% |
| 498 | Transamerica Financial Advisors#498 · 380,682 sh | 380,682 | $55.5M | 4.70% | -17.9% |
| 499 | Verde Capital Management#499 · 194,244 sh | 194,244 | $55.4M | — | +7.5% |
| 500 | Matthew Goff Investment Advisor#500 · 2,016,238 sh | 2,016,238 | $55.3M | — | +107.7% |
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.