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

Invesco Actively Managed Exchange-traded Fund

96 institutions still hold Invesco Actively Managed Exchange-traded Fund as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A721·96 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$301M
visible holders
Holders
96
filers reporting
Concentration
32.80%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

96 institutions reported ICLO in Q2 2026. LPL Financial LLC leads at 32.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$99M3.9M0.02%Q2 202602
Invesco Ltd.
CIK 0000914208
$39M1.5M0.00%Q2 202603
Bank of New York Mellon Corp
CIK 0001390777
$24M945K0.00%Q2 202604
Private Advisor Group, LLC
CIK 0001567755
$20M798K0.09%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$12M457K0.01%Q2 202606
Commonwealth Financial Services, LLC
CIK 0001536755
$12M451K1.55%Q2 202607
Modern Wealth Management, LLC
CIK 0002001900
$11M412K0.18%Q1 202608
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$10M403K0.39%Q2 202609
Kingsview Wealth Management, LLC
CIK 0001791965
$10M374K0.12%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M373K0.00%Q2 202611
San Luis Wealth Advisors LLC
CIK 0001844709
$8M310K1.19%Q2 202612
Concurrent Investment Advisors, LLC
CIK 0002001015
$7M291K0.06%Q2 202613
Rooted Wealth Advisors, Inc.
CIK 0001963732
$6M247K1.55%Q2 202614
Stewardship Advisors, LLC
CIK 0001733219
$5M209K1.11%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M198K0.00%Q2 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$5M192K0.02%Q2 202617
ELEVATUS WELATH MANAGEMENT
CIK 0001982776
$5M188K1.17%Q2 202618
Garden State Investment Advisory Services LLC
CIK 0001965351
$5M178K0.82%Q2 202619
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$5M177K0.07%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M171K0.01%Q1 2026
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