13F Insight
DOSSIER · 13F Holders · Q1 2026
EFAA

INVESCO ACTIVELY MANAGED EXC

69 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A713·69 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$284M
visible holders
Holders
69
filers reporting
Concentration
25.78%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

69 institutions reported EFAA in Q1 2026. Invesco Ltd. leads at 25.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$73M1.4M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$37M708K0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M492K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$25M469K0.00%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$19M361K0.09%Q1 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M257K0.01%Q1 202607
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CIK 0001674836
$12M231K4.36%Q1 202608
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M160K1.33%Q2 202609
Brookstone Capital Management
CIK 0001599584
$9M158K0.09%Q2 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M166K0.04%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$8M153K0.01%Q1 202612
UBS Group AG
CIK 0001610520
$8M148K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M102K0.00%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M101K0.01%Q1 202615
Chicago Partners Investment Group LLC
CIK 0001563525
$5M95K0.12%Q1 202616
Lifestyle Asset Management, Inc.
CIK 0001845675
$5M91K1.37%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M75K0.01%Q2 202618
SageGuard Financial Group, LLC
CIK 0001861378
$4M68K0.56%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M68K0.00%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$4M68K0.01%Q1 2026
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