Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Ellevest#801 · 1,410,400 sh | 1,410,400 | $31.9M | 3.76% | -0.3% |
| 802 | PITTENGER & ANDERSON#802 · 149,720 sh | 149,720 | $31.9M | 1.14% | +28.2% |
| 803 | NBZ Investment Advisors#803 · 311,273 sh | 311,273 | $31.8M | 12.39% | -2.1% |
| 804 | Principia Wealth Advisory#804 · 1,425,434 sh | 1,425,434 | $31.6M | 15.74% | +25.1% |
| 805 | Wick Capital Partners#805 · 113,313 sh | 113,313 | $31.4M | 4.74% | +8.4% |
| 806 | Evernest Financial Advisors#806 · 195,682 sh | 195,682 | $31.4M | 6.57% | +5.8% |
| 807 | LETKO, BROSSEAU & ASSOCIATES#807 · 1,180,538 sh | 1,180,538 | $31.2M | 0.46% | -1.5% |
| 808 | Stony Point Wealth Management#808 · 159,943 sh | 159,943 | $31.2M | 11.01% | +22.1% |
| 809 | Capital Investment Advisors#809 · 468,874 sh | 468,874 | $31.1M | — | +0.8% |
| 810 | Latko Wealth Management, Ltd.#810 · 102,476 sh | 102,476 | $31.0M | 13.18% | -4.6% |
| 811 | PACIFIC SUN FINANCIAL#811 · 403,208 sh | 403,208 | $31.0M | 12.78% | -8.2% |
| 812 | KIRTLAND HILLS CAPITAL MANAGEMENT#812 · 141,479 sh | 141,479 | $31.0M | 8.82% | -4.2% |
| 813 | Stephenson & Company#813 · 145,353 sh | 145,353 | $30.9M | 14.49% | +6.8% |
| 814 | RFG#814 · 879,325 sh | 879,325 | $30.9M | 6.48% | -7.5% |
| 815 | BRIGHT FINANCIAL ADVISORS#815 · 138,335 sh | 138,335 | $30.9M | — | +10.8% |
| 816 | Parcion Private Wealth#816 · 216,542 sh | 216,542 | $30.9M | — | -3.2% |
| 817 | JNBA Financial Advisors#817 · 427,271 sh | 427,271 | $30.9M | 2.34% | -6.9% |
| 818 | Spire Wealth Management#818 · 404,201 sh | 404,201 | $30.8M | 0.93% | -6.2% |
| 819 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#819 · 1,167,259 sh | 1,167,259 | $30.8M | 1.23% | -3.1% |
| 820 | Invariant Investment Management#820 · 287,107 sh | 287,107 | $30.8M | — | -2.8% |
| 821 | New England Capital Financial Advisors#821 · 361,849 sh | 361,849 | $30.7M | 7.33% | -4.0% |
| 822 | Redwood Financial Network#822 · 706,962 sh | 706,962 | $30.6M | 17.00% | +9.3% |
| 823 | Pettinga Financial Advisors#823 · 478,777 sh | 478,777 | $30.6M | — | +2.6% |
| 824 | Ethos Financial Group#824 · 236,389 sh | 236,389 | $30.6M | 2.04% | -7.4% |
| 825 | Boulder Wealth Advisors#825 · 565,247 sh | 565,247 | $30.5M | 11.13% | +2.7% |
| 826 | Bull Oak Capital#826 · 189,004 sh | 189,004 | $30.5M | — | +7.7% |
| 827 | IAG Wealth Partners#827 · 392,711 sh | 392,711 | $30.5M | 3.02% | +1.4% |
| 828 | Infinity Wealth Counsel#828 · 1,576,281 sh | 1,576,281 | $30.5M | — | +7.2% |
| 829 | PFG Investments#829 · 410,072 sh | 410,072 | $30.5M | 1.18% | +5.9% |
| 830 | Artesa Financial Group#830 · 225,535 sh | 225,535 | $30.5M | 26.02% | +7.1% |
| 831 | Fairway Wealth#831 · 146,145 sh | 146,145 | $30.3M | 6.92% | -0.4% |
| 832 | BROWN BROTHERS HARRIMAN#832 · 223,847 sh | 223,847 | $30.2M | 0.13% | +8.1% |
| 833 | Glen Eagle Advisors#833 · 195,680 sh | 195,680 | $30.2M | 3.81% | +1.5% |
| 834 | COMMON FUND FOR NONPROFIT ORGANIZATIONS#834 · 141,947 sh | 141,947 | $30.2M | 2.78% | -12.6% |
| 835 | PRIVATE NA#835 · 625,883 sh | 625,883 | $30.2M | — | +9.6% |
| 836 | Nikulski Financial#836 · 467,198 sh | 467,198 | $30.2M | 6.51% | +2.2% |
| 837 | JBR Financial Management#837 · 166,316 sh | 166,316 | $30.0M | — | +19.2% |
| 838 | Financial Engines Advisors L.L.C.#838 · 466,108 sh | 466,108 | $29.9M | 0.05% | -54.1% |
| 839 | Hudson Capital Management#839 · 1,462,430 sh | 1,462,430 | $29.7M | — | +1.9% |
| 840 | YOUNGS ADVISORY GROUP#840 · 144,995 sh | 144,995 | $29.7M | — | +5.3% |
| 841 | PartnerRe Asset Management#841 · 139,696 sh | 139,696 | $29.7M | — | 0.0% |
| 842 | BALDWIN WEALTH PARTNERS#842 · 430,539 sh | 430,539 | $29.7M | — | -5.9% |
| 843 | Fortune Financial Group#843 · 351,213 sh | 351,213 | $29.7M | — | -31.5% |
| 844 | Montis Financial#844 · 142,110 sh | 142,110 | $29.7M | 6.06% | +2.6% |
| 845 | First International Bank of Israel Ltd.#845 · 1,223,468 sh | 1,223,468 | $29.4M | 8.03% | +0.2% |
| 846 | Centerpoint Advisory Group#846 · 272,754 sh | 272,754 | $29.4M | — | +11.0% |
| 847 | PARSONS CAPITAL MANAGEMENT#847 · 575,717 sh | 575,717 | $29.4M | — | -5.1% |
| 848 | Heck Capital Advisors#848 · 316,008 sh | 316,008 | $29.4M | — | -5.6% |
| 849 | Investors Research#849 · 1,483,268 sh | 1,483,268 | $29.3M | — | +2.6% |
| 850 | OF TOLEDO NA#850 · 246,258 sh | 246,258 | $29.3M | — | +4.3% |
| 851 | Opulen Financial Group#851 · 1,305,246 sh | 1,305,246 | $29.3M | — | +2.5% |
| 852 | Clear Harbor Asset Management#852 · 484,966 sh | 484,966 | $29.3M | 1.80% | +0.2% |
| 853 | MORTON COMMUNITY BANK#853 · 1,591,468 sh | 1,591,468 | $29.2M | 5.95% | +2.3% |
| 854 | Berkeley#854 · 371,294 sh | 371,294 | $29.1M | — | +5.4% |
| 855 | Gateway Wealth Partners#855 · 340,761 sh | 340,761 | $29.1M | 1.75% | -52.7% |
| 856 | Daner Wealth Management#856 · 489,626 sh | 489,626 | $29.1M | 15.76% | -1.1% |
| 857 | Aspire Capital Advisors#857 · 373,304 sh | 373,304 | $29.0M | 5.66% | +11.2% |
| 858 | Graham Capital Management, L.P.#858 · 239,697 sh | 239,697 | $29.0M | 0.53% | +33.3% |
| 859 | BROGAN FINANCIAL#859 · 136,482 sh | 136,482 | $29.0M | 11.64% | -0.2% |
| 860 | Prostatis Group#860 · 302,712 sh | 302,712 | $29.0M | 6.76% | +8.0% |
| 861 | HILL ISLAND FINANCIAL#861 · 104,648 sh | 104,648 | $28.9M | — | -10.1% |
| 862 | WEATHERLY ASSET MANAGEMENT L. P.#862 · 442,397 sh | 442,397 | $28.8M | — | -0.5% |
| 863 | Hilltop#863 · 458,292 sh | 458,292 | $28.8M | 2.23% | +10.5% |
| 864 | Park Edge Advisors#864 · 392,445 sh | 392,445 | $28.7M | — | +91.1% |
| 865 | Kellett Wealth Advisors#865 · 396,169 sh | 396,169 | $28.6M | — | +6.8% |
| 866 | Joseph P. Lucia & Associates#866 · 489,667 sh | 489,667 | $28.5M | 8.57% | -1.7% |
| 867 | Independent Advisor Alliance#867 · 257,730 sh | 257,730 | $28.4M | 0.67% | -97.7% |
| 868 | FISCHER INVESTMENT STRATEGIES#868 · 172,140 sh | 172,140 | $28.3M | 13.49% | -9.6% |
| 869 | Addison Advisors#869 · 1,301,863 sh | 1,301,863 | $28.3M | 13.35% | -50.9% |
| 870 | Cooper Financial Group#870 · 353,201 sh | 353,201 | $28.2M | — | +2.4% |
| 871 | Cresta Advisors, Ltd.#871 · 416,152 sh | 416,152 | $28.2M | — | +2.6% |
| 872 | DIMENSION CAPITAL MANAGEMENT#872 · 171,586 sh | 171,586 | $28.1M | 3.30% | -0.9% |
| 873 | Stonebridge Financial Group#873 · 100,704 sh | 100,704 | $28.1M | 3.90% | — |
| 874 | Darrow Company#874 · 198,197 sh | 198,197 | $28.1M | — | -1.2% |
| 875 | Detalus Advisors#875 · 262,698 sh | 262,698 | $28.1M | — | -6.5% |
| 876 | KELLEHER FINANCIAL ADVISORS#876 · 131,784 sh | 131,784 | $28.0M | 3.98% | +505.3% |
| 877 | B. Riley Wealth Advisors#877 · 468,838 sh | 468,838 | $27.9M | — | +17.4% |
| 878 | Element Squared#878 · 131,270 sh | 131,270 | $27.9M | 13.90% | +35.5% |
| 879 | Crusonia Wealth Advisors#879 · 347,152 sh | 347,152 | $27.8M | — | +6.4% |
| 880 | Bernardo Wealth Planning#880 · 146,380 sh | 146,380 | $27.7M | — | -3.1% |
| 881 | SouthState Bank#881 · 340,407 sh | 340,407 | $27.7M | 1.16% | +65.1% |
| 882 | DAIDO LIFE INSURANCE#882 · 403,056 sh | 403,056 | $27.6M | 3.76% | 0.0% |
| 883 | CLEAR WAVE WEALTH MANAGEMENT#883 · 129,659 sh | 129,659 | $27.6M | 5.09% | +0.9% |
| 884 | Trinity Wealth Management#884 · 311,108 sh | 311,108 | $27.6M | — | +42.1% |
| 885 | Sovran Advisors#885 · 243,190 sh | 243,190 | $27.6M | 2.05% | +4.5% |
| 886 | Community Financial Services Group#886 · 135,617 sh | 135,617 | $27.5M | — | +1686.3% |
| 887 | Goldstein Advisors#887 · 185,899 sh | 185,899 | $27.5M | — | -23.4% |
| 888 | Triad Wealth Partners#888 · 227,105 sh | 227,105 | $27.5M | — | -12.2% |
| 889 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#889 · 246,672 sh | 246,672 | $27.3M | 0.17% | +24.1% |
| 890 | Solidarity Wealth#890 · 127,760 sh | 127,760 | $27.2M | — | -31.8% |
| 891 | Golden State Wealth Management#891 · 443,536 sh | 443,536 | $27.1M | 2.47% | +107.9% |
| 892 | Wood Tarver Financial Group#892 · 367,774 sh | 367,774 | $27.0M | 6.36% | +3.5% |
| 893 | Wilkins Miller Wealth Management#893 · 1,456,245 sh | 1,456,245 | $26.9M | — | -0.6% |
| 894 | IFC & Insurance Marketing#894 · 342,657 sh | 342,657 | $26.9M | — | +7.4% |
| 895 | Cordoba Advisory Partners#895 · 1,308,870 sh | 1,308,870 | $26.9M | — | +1.1% |
| 896 | Briaud Financial Planning#896 · 1,673,693 sh | 1,673,693 | $26.9M | — | -40.4% |
| 897 | KICKSTAND VENTURES#897 · 1,217,947 sh | 1,217,947 | $26.9M | 4.88% | -19.6% |
| 898 | Ascent Wealth Partners#898 · 130,666 sh | 130,666 | $26.9M | — | +6.6% |
| 899 | WOODARD & ASSET MANAGEMENT GROUP#899 · 110,543 sh | 110,543 | $26.8M | 3.87% | -24.4% |
| 900 | Spectrum Asset Management, (NB/CA)#900 · 125,941 sh | 125,941 | $26.8M | — | +68.3% |
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.