13F Insight
DOSSIER · 13F Holders · Q3 2026
IROC

INVESCO ACTIVELY MANAGED EXC

36 institutions still hold INVESCO ACTIVELY MANAGED EXC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46090A747·36 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$154M
visible holders
Holders
36
filers reporting
Concentration
56.77%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q3 2026

36 institutions reported IROC in Q3 2026. Invesco Ltd. leads at 56.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$88M1.8M0.01%Q3 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M376K0.01%Q3 202603
NATIXIS ADVISORS, LLC
CIK 0001018331
$14M301K0.02%Q3 202604
LPL Financial LLC
CIK 0001403438
$6M116K0.00%Q3 202605
Global Retirement Partners, LLC
CIK 0001749744
$4M85K0.06%Q3 202606
ABLE Financial Group, LLC
CIK 0001977500
$4M83K0.62%Q3 202607
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$4M78K0.39%Q3 202608
Arax Advisory Partners
CIK 0001586767
$2M44K0.01%Q3 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M40K0.00%Q3 202610
Gladstone Institutional Advisory LLC
CIK 0001766530
$2M40K0.05%Q3 202611
Capital Analysts, LLC
CIK 0001624758
$2M31K0.03%Q3 202612
Cetera Investment Advisers
CIK 0001666741
$1M29K0.00%Q3 202613
Sanctuary Advisors, LLC
CIK 0001777271
$1M27K0.01%Q3 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M22K0.00%Q3 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$760K16K0.00%Q3 202616
MGO ONE SEVEN LLC
CIK 0001731444
$752K16K0.01%Q3 202617
OneDigital Investment Advisors LLC
CIK 0001690370
$607K13K0.00%Q3 202618
NAPLES GLOBAL ADVISORS, LLC
CIK 0001582151
$511K11K0.03%Q3 202619
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$399K8K0.00%Q3 202620
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$353K7K0.01%Q3 2026
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