13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
GTO

INVESCO ACTIVELY MANAGED TOTAL

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

CUSIP 46090a804·211 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.9%
vs prior quarter
13F value held
$1.4B
69.0% inst. owned
of float
Holders
211
+74 QoQ
filers reporting
Activity
+63 / −23
+897 added · −761 reduced
this quarter
Concentration
16.26%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

211 institutions reported GTO in Q1 2026. LPL Financial LLC leads at 16.3% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$226M4.8M0.06%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$179M3.8M0.01%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$154M3.3M0.04%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$125M2.7M0.18%Q1 202605
Invesco Ltd.
CIK 0000914208
$94M2.0M0.01%Q1 202606
CWM, LLC
CIK 0001535847
$84M1.8M0.22%Q1 202607
MORGAN STANLEY
CIK 0000895421
$76M1.6M0.00%Q1 202608
Bank of New York Mellon Corp
CIK 0001390777
$62M1.3M0.01%Q1 202609
Private Advisor Group, LLC
CIK 0001567755
$59M1.3M0.28%Q1 202610
Brio Consultants, LLC
CIK 0001747799
$54M1.1M7.01%Q4 202511
RTD Financial Advisors, Inc.
CIK 0001810555
$39M839K4.83%Q1 202612
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$36M769K4.05%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M679K0.01%Q1 202614
Dynamic Advisor Solutions LLC
CIK 0001599747
$29M617K0.91%Q1 202615
Independent Advisor Alliance
CIK 0001696899
$29M614K0.31%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$26M554K0.03%Q1 202617
Brookstone Capital Management
CIK 0001599584
$24M509K0.27%Q1 202618
Petix & Botte Co
CIK 0001803255
$23M490K5.11%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$22M482K0.01%Q1 202620
American Capital Advisory, LLC
CIK 0002018007
$18M392K7.41%Q1 2026
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