Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 8)
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 701 to 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 701–800 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | TUDOR INVESTMENT ET AL#701 · 306,477 sh | 306,477 | $37.8M | 0.05% | +88.3% |
| 702 | Analyst IMS Investment Management Services Ltd.#702 · 162,116 sh | 162,116 | $37.8M | 0.88% | +49.2% |
| 703 | COZAD ASSET MANAGEMENT#703 · 476,142 sh | 476,142 | $37.7M | 2.43% | +322.7% |
| 704 | EAGLE GLOBAL ADVISORS#704 · 335,503 sh | 335,503 | $37.6M | 1.25% | +0.9% |
| 705 | Members Advisory Group#705 · 149,561 sh | 149,561 | $37.6M | 10.49% | +776.3% |
| 706 | WEDBUSH SECURITIES#706 · 649,097 sh | 649,097 | $37.6M | — | +14.9% |
| 707 | Institute for Wealth Management#707 · 476,341 sh | 476,341 | $37.6M | 3.32% | +3.3% |
| 708 | Segment Wealth Management#708 · 780,924 sh | 780,924 | $37.6M | — | +33.3% |
| 709 | AlTi Global#709 · 233,500 sh | 233,500 | $37.4M | 0.77% | +146.1% |
| 710 | Seal Cove Capital#710 · 50,695 sh | 50,695 | $37.3M | 28.62% | +3500.5% |
| 711 | PGIM Custom Harvest#711 · 619,520 sh | 619,520 | $37.2M | 0.47% | -2.7% |
| 712 | Sterling Investment Counsel#712 · 122,854 sh | 122,854 | $37.2M | — | +1.6% |
| 713 | Atlas Private Wealth Advisors#713 · 326,104 sh | 326,104 | $37.2M | — | +2.9% |
| 714 | Ashton Thomas Private Wealth#714 · 804,190 sh | 804,190 | $37.1M | 0.77% | -12.9% |
| 715 | CASTLE WEALTH MANAGEMENT#715 · 305,590 sh | 305,590 | $37.0M | 10.97% | -4.0% |
| 716 | ACTION POINT FINANCIAL PLANNING#716 · 444,321 sh | 444,321 | $36.9M | 3.75% | +3004.8% |
| 717 | WealthCare Investment Partners#717 · 402,829 sh | 402,829 | $36.9M | 8.96% | +1.0% |
| 718 | Tidemark#718 · 637,782 sh | 637,782 | $36.8M | 8.29% | +3.1% |
| 719 | Asset One Wealth Management#719 · 178,056 sh | 178,056 | $36.8M | 3.88% | +7.3% |
| 720 | Checchi Capital Advisers#720 · 2,423,290 sh | 2,423,290 | $36.8M | 1.66% | +8.9% |
| 721 | Altus Wealth Group#721 · 273,912 sh | 273,912 | $36.8M | — | +0.5% |
| 722 | Engineers Gate Manager#722 · 1,391,941 sh | 1,391,941 | $36.7M | 0.48% | +46.0% |
| 723 | Angel Oak Capital Advisors#723 · 1,787,193 sh | 1,787,193 | $36.4M | 45.92% | -7.2% |
| 724 | Orgel Wealth Management#724 · 398,814 sh | 398,814 | $36.3M | — | -0.5% |
| 725 | TriCert Investment Counsel#725 · 389,196 sh | 389,196 | $36.3M | 3.38% | — |
| 726 | Prasad Wealth Partners#726 · 326,592 sh | 326,592 | $36.3M | 8.73% | -24.3% |
| 727 | Diversified Enterprises#727 · 184,979 sh | 184,979 | $36.2M | — | -1.0% |
| 728 | Madison Wealth Partners#728 · 164,135 sh | 164,135 | $36.1M | 4.59% | +13.0% |
| 729 | Niles Investment Management#729 · 169,388 sh | 169,388 | $36.0M | 29.18% | New |
| 730 | Vectors Research Management#730 · 520,599 sh | 520,599 | $35.9M | 9.38% | -0.5% |
| 731 | Sollinda Capital Management#731 · 168,744 sh | 168,744 | $35.9M | 7.66% | -27.4% |
| 732 | Peak Asset Management#732 · 228,587 sh | 228,587 | $35.8M | 5.27% | +1.4% |
| 733 | Green Ridge Wealth Planning#733 · 361,562 sh | 361,562 | $35.8M | — | +1.5% |
| 734 | MCF Advisors#734 · 157,266 sh | 157,266 | $35.8M | 1.28% | +408.0% |
| 735 | Vigilare Wealth Management#735 · 356,986 sh | 356,986 | $35.7M | 10.96% | +22.4% |
| 736 | GENWORTH FINANCIAL#736 · 476,493 sh | 476,493 | $35.7M | — | 0.0% |
| 737 | HOWARD WEALTH MANAGEMENT#737 · 1,771,450 sh | 1,771,450 | $35.7M | — | +5.2% |
| 738 | GUIDANCE CAPITAL#738 · 497,678 sh | 497,678 | $35.6M | 7.62% | -2.3% |
| 739 | Empowered Funds#739 · 461,591 sh | 461,591 | $35.6M | 0.19% | +5.1% |
| 740 | CULLEN/FROST BANKERS#740 · 386,166 sh | 386,166 | $35.6M | — | -6.3% |
| 741 | Jacobi Capital Management#741 · 1,348,459 sh | 1,348,459 | $35.6M | 1.74% | +323.6% |
| 742 | HRT FINANCIAL#742 · 931,267 sh | 931,267 | $35.6M | 0.09% | -17.0% |
| 743 | Sentinus#743 · 1,110,545 sh | 1,110,545 | $35.6M | 2.84% | -0.9% |
| 744 | CNO Financial Group#744 · 1,743,750 sh | 1,743,750 | $35.5M | 20.34% | 0.0% |
| 745 | MATAURO#745 · 209,998 sh | 209,998 | $35.4M | 4.68% | -11.4% |
| 746 | Peak Financial Management#746 · 263,918 sh | 263,918 | $35.2M | — | +2.6% |
| 747 | Hudson Bay Capital Management#747 · 1,725,000 sh | 1,725,000 | $35.1M | 0.10% | +2775.0% |
| 748 | Connor, Clark & Lunn Investment Management Ltd.#748 · 1,330,992 sh | 1,330,992 | $35.1M | 0.07% | +412.3% |
| 749 | JP Wealth Management#749 · 115,869 sh | 115,869 | $35.1M | — | -1.4% |
| 750 | Ninety One UK Ltd#750 · 1,720,467 sh | 1,720,467 | $35.0M | — | New |
| 751 | Red Spruce Capital#751 · 1,883,717 sh | 1,883,717 | $35.0M | — | +6.4% |
| 752 | Southeast Asset Advisors#752 · 164,498 sh | 164,498 | $35.0M | 3.56% | +1.1% |
| 753 | Evergreen Wealth Solutions#753 · 1,353,404 sh | 1,353,404 | $35.0M | 1.83% | +27.8% |
| 754 | WealthBridge Capital Management#754 · 347,823 sh | 347,823 | $34.8M | — | +4.8% |
| 755 | Sound Stewardship#755 · 1,773,858 sh | 1,773,858 | $34.6M | — | +4.6% |
| 756 | LEGACY CAPITAL WEALTH MANAGEMENT#756 · 199,776 sh | 199,776 | $34.6M | 15.89% | +13.0% |
| 757 | Garden State Investment Advisory Services#757 · 717,934 sh | 717,934 | $34.5M | 6.23% | +150.7% |
| 758 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#758 · 1,304,988 sh | 1,304,988 | $34.4M | 0.02% | +1.4% |
| 759 | LOWE BROCKENBROUGH#759 · 242,916 sh | 242,916 | $34.3M | 1.53% | +9.7% |
| 760 | Prism Advisors#760 · 289,298 sh | 289,298 | $34.2M | — | -3.1% |
| 761 | CALTON & ASSOCIATES#761 · 695,403 sh | 695,403 | $34.2M | 5.00% | -7.1% |
| 762 | AMJ Financial Wealth Management#762 · 1,889,665 sh | 1,889,665 | $34.0M | 8.01% | 0.0% |
| 763 | MONETA GROUP INVESTMENT ADVISORS#763 · 444,304 sh | 444,304 | $33.9M | 0.25% | +3.5% |
| 764 | CPR Investments#764 · 314,715 sh | 314,715 | $33.9M | — | -17.1% |
| 765 | Cambria Investment Management, L.P.#765 · 473,501 sh | 473,501 | $33.8M | 1.67% | +4.8% |
| 766 | Calamos Advisors#766 · 1,654,787 sh | 1,654,787 | $33.7M | 0.11% | -3.4% |
| 767 | RHUMBLINE ADVISERS#767 · 769,576 sh | 769,576 | $33.6M | 0.03% | -2.5% |
| 768 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#768 · 1,407,210 sh | 1,407,210 | $33.6M | — | +4.0% |
| 769 | Frisch Financial Group#769 · 157,339 sh | 157,339 | $33.5M | 5.74% | -1.4% |
| 770 | ACT Advisors#770 · 116,016 sh | 116,016 | $33.5M | — | +565.6% |
| 771 | Trademark Financial Management#771 · 289,187 sh | 289,187 | $33.5M | — | +10.5% |
| 772 | BNB Wealth Management#772 · 242,798 sh | 242,798 | $33.4M | 18.27% | +43.5% |
| 773 | Private Advisory Group#773 · 436,274 sh | 436,274 | $33.4M | 1.80% | +63.5% |
| 774 | MUSTICO FINANCIAL GROUP#774 · 180,635 sh | 180,635 | $33.3M | 21.63% | +0.6% |
| 775 | Compass Financial Services#775 · 154,005 sh | 154,005 | $33.2M | 12.41% | +3.0% |
| 776 | Enclave Advisors#776 · 109,025 sh | 109,025 | $33.0M | — | +42.1% |
| 777 | Secure Asset Management#777 · 200,492 sh | 200,492 | $33.0M | — | +4.9% |
| 778 | HM PAYSON#778 · 212,560 sh | 212,560 | $32.8M | 0.44% | +0.5% |
| 779 | Echo45 Advisors#779 · 485,734 sh | 485,734 | $32.8M | — | -0.1% |
| 780 | Bucket List Wealth Management#780 · 310,762 sh | 310,762 | $32.7M | — | +14.9% |
| 781 | ARMSTRONG ADVISORY GROUP#781 · 182,518 sh | 182,518 | $32.7M | — | -57.6% |
| 782 | Decker Wealth Management#782 · 1,744,022 sh | 1,744,022 | $32.7M | — | -16.4% |
| 783 | Charter Capital Management, \DE#783 · 604,491 sh | 604,491 | $32.7M | 14.46% | +1.6% |
| 784 | Vontobel Holding Ltd.#784 · 966,202 sh | 966,202 | $32.6M | — | -3.9% |
| 785 | FIDELITY D & D BANCORP#785 · 306,384 sh | 306,384 | $32.5M | 11.16% | +7.3% |
| 786 | Burns Matteson Capital Management#786 · 360,346 sh | 360,346 | $32.5M | — | -0.4% |
| 787 | VICTORY CAPITAL MANAGEMENT#787 · 1,015,509 sh | 1,015,509 | $32.5M | 0.02% | +78.2% |
| 788 | Ameritas Investment Partners#788 · 229,617 sh | 229,617 | $32.4M | 0.86% | +50.8% |
| 789 | NOVARE CAPITAL MANAGEMENT#789 · 1,525,896 sh | 1,525,896 | $32.3M | 2.30% | +5.7% |
| 790 | PERSPECTIVE WEALTH ADVISORS#790 · 330,519 sh | 330,519 | $32.3M | 17.79% | -9.7% |
| 791 | WEBSTER BANK, N. A.#791 · 1,625,423 sh | 1,625,423 | $32.3M | 2.80% | +43.1% |
| 792 | CM WEALTH ADVISORS#792 · 213,369 sh | 213,369 | $32.2M | 5.81% | +3.5% |
| 793 | MOORE CAPITAL MANAGEMENT#793 · 151,185 sh | 151,185 | $32.2M | 0.48% | +763.1% |
| 794 | Roundview Capital#794 · 447,864 sh | 447,864 | $32.1M | 1.76% | +19.5% |
| 795 | SFE Investment Counsel#795 · 1,678,105 sh | 1,678,105 | $32.1M | 4.33% | +8.1% |
| 796 | LTG Capital#796 · 150,978 sh | 150,978 | $32.1M | 21.48% | +0.8% |
| 797 | FIRST FOUNDATION ADVISORS#797 · 572,346 sh | 572,346 | $32.0M | 1.15% | -0.1% |
| 798 | WIN ADVISORS#798 · 243,315 sh | 243,315 | $32.0M | 11.40% | +1331.4% |
| 799 | Wealth Advisory Solutions#799 · 380,180 sh | 380,180 | $32.0M | — | +7.9% |
| 800 | WEDGE CAPITAL MANAGEMENT L L P#800 · 1,208,058 sh | 1,208,058 | $31.9M | — | -2.3% |
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.