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

INVESCO ACTIVELY MANAGED EXC

27 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 46090A747·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$116M
visible holders
Holders
27
filers reporting
Concentration
81.10%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported IROC in Q2 2026. Invesco Ltd. leads at 81.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$94M1.8M0.01%Q2 202602
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$4M72K0.55%Q2 202603
ABLE Financial Group, LLC
CIK 0001977500
$3M68K0.58%Q2 202604
Arax Advisory Partners
CIK 0001586767
$2M44K0.01%Q2 202605
Gladstone Institutional Advisory LLC
CIK 0001766530
$2M40K0.06%Q2 202606
Capital Analysts, LLC
CIK 0001624758
$2M30K0.04%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M26K0.00%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$1M25K0.00%Q2 202609
LPL Financial LLC
CIK 0001403438
$1M22K0.00%Q2 202610
MGO ONE SEVEN LLC
CIK 0001731444
$923K18K0.02%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$915K18K0.00%Q2 202612
Sanctuary Advisors, LLC
CIK 0001777271
$896K17K0.00%Q2 202613
OneDigital Investment Advisors LLC
CIK 0001690370
$650K13K0.01%Q2 202614
NAPLES GLOBAL ADVISORS, LLC
CIK 0001582151
$491K10K0.03%Q2 202615
CoreCap Advisors, LLC
CIK 0001902501
$295K6K0.01%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$273K5K0.00%Q2 202617
World Investment Advisors
CIK 0001652594
$239K5K0.00%Q1 202618
Turner Financial Group, Inc.
CIK 0002149918
$230K4K0.23%Q2 202619
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$221K4K0.00%Q2 202620
PRIVATE TRUST CO NA
CIK 0001277557
$56K1K0.00%Q2 2026
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