13F Insight
DOSSIER · 13F Holders · Q2 2026
EFAA

INVESCO ACTIVELY MANAGED EXC

74 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 46090A713·74 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$375M
visible holders
Holders
74
filers reporting
Concentration
24.67%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

74 institutions reported EFAA in Q2 2026. MORGAN STANLEY leads at 24.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$92M1.7M0.00%Q2 202602
Invesco Ltd.
CIK 0000914208
$83M1.5M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$45M814K0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M663K0.01%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$17M313K0.01%Q2 202606
UBS Group AG
CIK 0001610520
$11M192K0.00%Q2 202607
Steward Partners Investment Advisory, LLC
CIK 0001723397
$10M188K0.05%Q2 202608
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M160K1.33%Q2 202609
Brookstone Capital Management
CIK 0001599584
$9M158K0.09%Q2 202610
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CIK 0001674836
$7M132K2.30%Q2 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M126K0.01%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M120K0.00%Q2 202613
Private Advisor Group, LLC
CIK 0001567755
$5M98K0.03%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$5M95K0.02%Q2 202615
Chicago Partners Investment Group LLC
CIK 0001563525
$5M95K0.10%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$5M92K0.00%Q2 202617
Lifestyle Asset Management, Inc.
CIK 0001845675
$5M91K1.37%Q2 202618
SageGuard Financial Group, LLC
CIK 0001861378
$5M85K0.67%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M78K0.00%Q2 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M75K0.01%Q2 2026
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