Filing Research | IVZ - INVESCO LTD Institutional Holdings

Snapshot holdings

50 / 135 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.0MSH	$56.0M
2	Sonoma Allocations LLC	Shares	447.0KSH	$38.3M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	1.2MSH	$31.9M
4	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	432.5KSH	$11.4M
5	Live Oak Private Wealth LLC	Shares	321.0KSH	$8.5M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	287.0KSH	$7.6M
7	Poehling Capital Management, INC.	Shares	251.4KSH	$6.6M
8	Y-Intercept (Hong Kong) Ltd	Shares	208.8KSH	$5.5M
9	VISTA INVESTMENT PARTNERS LLC	Shares	182.9KSH	$4.8M
10	CACTI ASSET MANAGEMENT LLC	Shares	175.2KSH	$4.6M
11	Rathbones Group PLC	Shares	170.2KSH	$4.5M
12	Police & Firemen's Retirement System of New Jersey	Shares	162.0KSH	$4.3M
13	QRG CAPITAL MANAGEMENT, INC.	Shares	141.5KSH	$3.7M
14	D.A. DAVIDSON & CO.	Shares	129.9KSH	$3.4M
15	Czech National Bank	Shares	126.2KSH	$3.3M
16	VISTA INVESTMENT PARTNERS II, LLC	Shares	118.0KSH	$3.1M
17	EASTERLY INVESTMENT PARTNERS LLC	Shares	113.8KSH	$3.0M
18	Mirae Asset Global Investments Co., Ltd.	Shares	98.2KSH	$2.6M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	97.9KSH	$2.6M
20	HARMONY ASSET MANAGEMENT LLC	Shares	96.7KSH	$2.6M
21	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	96.5KSH	$2.5M
22	Merit Financial Group, LLC	Shares	77.7KSH	$2.0M
23	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	73.5KSH	$1.9M
24	Sequoia Financial Advisors, LLC	Shares	58.8KSH	$1.6M
25	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	49.9KSH	$1.3M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	49.4KSH	$1.3M
27	Friedenthal Financial	Shares	43.0KSH	$1.1M
28	NorthCrest Asset Manangement, LLC	Shares	37.7KSH	$1.1M
29	GAMMA Investing LLC	Shares	39.7KSH	$1.0M
30	Wealthcare Advisory Partners LLC	Shares	35.3KSH	$930.4K
31	Crossmark Global Holdings, Inc.	Shares	30.3KSH	$799.5K
32	Quilter Plc	Shares	30.0KSH	$791.7K
33	Gradient Investments LLC	Shares	28.1KSH	$741.9K
34	Wedmont Private Capital	Shares	22.9KSH	$664.2K
35	Robeco Institutional Asset Management B.V.	Shares	25.1KSH	$662.0K
36	MIZUHO SECURITIES USA LLC	Shares	26.8KSH	$652.0K
37	Apollon Wealth Management, LLC	Shares	24.5KSH	$645.9K
38	Farther Finance Advisors, LLC	Shares	24.4KSH	$643.3K
39	HARTFORD INVESTMENT MANAGEMENT CO	Shares	24.3KSH	$641.7K
40	WADDELL & ASSOCIATES, LLC	Shares	22.8KSH	$602.5K
41	Louisiana State Employees Retirement System	Shares	22.7KSH	$599.1K
42	ARVEST INVESTMENTS, INC.	Shares	19.5KSH	$515.5K
43	Wealth Management Associates, Inc.	Shares	19.5KSH	$513.5K
44	JOHNSON INVESTMENT COUNSEL INC	Shares	18.4KSH	$486.7K
45	GATEWAY INVESTMENT ADVISERS LLC	Shares	18.1KSH	$478.9K
46	WealthBridge Capital Management, LLC	Shares	18.0KSH	$475.8K
47	Global Financial Private Client, LLC	Shares	17.4KSH	$459.2K
48	EverSource Wealth Advisors, LLC	Shares	16.7KSH	$440.9K
49	AlphaCentric Advisors LLC	Shares	16.5KSH	$435.0K
50	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	15.2KSH	$400.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 147 loaded

#		Instrument
1	Sonoma Allocations LLC new	Shares	+447.0K	+$38.3M	$38.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+454.9K	+$20.2M	$56.0M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+277.2K	+$7.3M	$7.6M
4	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+113.8K	+$3.0M	$3.0M
5	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+96.5K	+$2.5M	$2.5M
6	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-28.0K	+$1.9M	$31.9M
7	Merit Financial Group, LLC added	Shares	+28.3K	+$850.4K	$2.0M
8	Gradient Investments LLC new	Shares	+28.1K	+$741.9K	$741.9K
9	Sequoia Financial Advisors, LLC added	Shares	+18.5K	+$571.6K	$1.6M
10	Poehling Capital Management, INC. trimmed	Shares	-1.6K	+$489.9K	$6.6M
11	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+18.1K	+$478.9K	$478.9K
12	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.8K	+$462.8K	$3.7M
13	Mirae Asset Global Investments Co., Ltd. added	Shares	+10.0K	+$448.1K	$2.6M
14	Police & Firemen's Retirement System of New Jersey added	Shares	+3.3K	+$419.8K	$4.3M
15	Czech National Bank added	Shares	+5.3K	+$392.7K	$3.3M
16	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	+$367.9K	$4.6M
17	NorthCrest Asset Manangement, LLC added	Shares	+7.1K	+$340.5K	$1.1M
18	Burton Enright Welch new	Shares	+12.3K	+$323.7K	$323.7K
19	VISTA INVESTMENT PARTNERS LLC trimmed	Shares	-3.8K	+$292.6K	$4.8M
20	Live Oak Private Wealth LLC trimmed	Shares	-17.7K	+$243.1K	$8.5M
21	MISSION WEALTH MANAGEMENT, LP new	Shares	+9.0K	+$238.2K	$238.2K
22	VISTA INVESTMENT PARTNERS II, LLC trimmed	Shares	-787	+$228.7K	$3.1M
23	HARMONY ASSET MANAGEMENT LLC trimmed	Shares	-1.5K	+$166.7K	$2.6M
24	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+100	+$156.8K	$1.9M
25	AlphaCentric Advisors LLC added	Shares	+4.6K	+$145.5K	$435.0K
26	Apollon Wealth Management, LLC added	Shares	+3.6K	+$139.7K	$645.9K
27	GAMMA Investing LLC added	Shares	+1.8K	+$127.0K	$1.0M
28	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+882	+$126.1K	$1.3M
29	Wedmont Private Capital added	Shares	+310	+$116.8K	$664.2K
30	IFP Advisors, Inc added	Shares	+3.8K	+$114.2K	$287.1K
31	SIGNATUREFD, LLC added	Shares	+3.3K	+$110.8K	$398.9K
32	WEALTHCARE CAPITAL MANAGEMENT LLC trimmed	Shares	-33.0K	+$106.8K	$11.4M
33	WADDELL & ASSOCIATES, LLC added	Shares	+1.4K	+$82.7K	$602.5K
34	Crossmark Global Holdings, Inc. added	Shares	+768	+$82.3K	$799.5K
35	WealthBridge Capital Management, LLC added	Shares	+1.7K	+$79.9K	$475.8K
36	EWA, LLC added	Shares	+1.8K	+$73.5K	$376.9K
37	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-5.5K	+$71.7K	$2.6M
38	Farther Finance Advisors, LLC added	Shares	+533	+$63.3K	$643.3K
39	Quilter Plc unchanged	Shares	0	+$63.0K	$791.7K
40	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-273	+$56.0K	$347.5K
41	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.0K	+$54.7K	$1.3M
42	Envestnet Portfolio Solutions, Inc. added	Shares	+1.3K	+$53.7K	$273.0K
43	Versant Capital Management, Inc added	Shares	+965	+$53.4K	$376.8K
44	Wealth Management Associates, Inc. added	Shares	+500	+$53.0K	$513.5K
45	Global Financial Private Client, LLC added	Shares	+667	+$52.8K	$459.2K
46	FIRST HORIZON CORP added	Shares	+1.9K	+$50.3K	$65.0K
47	Louisiana State Employees Retirement System added	Shares	+100	+$50.1K	$599.1K
48	Friedenthal Financial trimmed	Shares	-1.7K	+$49.6K	$1.1M
49	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-499	+$38.9K	$641.7K
50	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$38.7K	$486.7K

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