13F Insight
DOSSIER · 13F Holders · Q2 2026

INVESCO ACTIVELY MANAGED EXC

10 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A739·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$111M
visible holders
Holders
10
filers reporting
Concentration
95.15%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported INVESCO ACTIVELY MANAGED EXC in Q2 2026. Invesco Ltd. leads at 95.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$106M4.2M0.01%Q2 202602
CITADEL ADVISORS LLC
CIK 0001423053
$2M93K0.00%Q4 202503
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M74K0.00%Q2 202604
Mowery & Schoenfeld Wealth Management, LLC
CIK 0002019946
$408K16K0.56%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$408K16K0.00%Q1 202606
Claro Advisors LLC
CIK 0001764386
$208K8K0.02%Q2 202607
Wagner Wealth Management, LLC
CIK 0001728657
$166K7K0.03%Q2 202608
Sunrise Financial Services, LLC
CIK 0002110891
$10K4000.01%Q2 202609
UBS Group AG
CIK 0001610520
$8K3050.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025