13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
EFAA

INVESCO ACTIVELY MANAGED EXC

63 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 46090A713·63 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$276M
77.0% inst. owned
of float
Holders
63
-42 QoQ
filers reporting
Activity
+80 / −14
+832 added · −872 reduced
this quarter
Concentration
26.52%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported EFAA in Q1 2026. Invesco Ltd. leads at 26.5% of the visible book. -42 net institutions QoQ — distribution reading.

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
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M166K0.04%Q1 202609
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$8M158K1.40%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$8M153K0.01%Q1 202611
UBS Group AG
CIK 0001610520
$8M148K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M102K0.00%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M101K0.01%Q1 202614
Chicago Partners Investment Group LLC
CIK 0001563525
$5M95K0.12%Q1 202615
Lifestyle Asset Management, Inc.
CIK 0001845675
$4M81K1.39%Q1 202616
SageGuard Financial Group, LLC
CIK 0001861378
$4M68K0.56%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M68K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$4M68K0.01%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M65K0.01%Q1 202620
MJP ASSOCIATES INC /ADV
CIK 0000715113
$3M60K0.38%Q1 2026
Page 1 of 4
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