13F Insight
DOSSIER · 13F Holders · Q1 2026
PHDG

INVESCO ACTIVELY MANAGED EXC

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

CUSIP 46090A705·41 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$50M
visible holders
Holders
41
filers reporting
Concentration
23.39%
First PREMIER Bank #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported PHDG in Q1 2026. First PREMIER Bank leads at 23.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
First PREMIER Bank
CIK 0001653926
$12M310K2.70%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$11M264K0.05%Q2 202603
LPL Financial LLC
CIK 0001403438
$3M83K0.00%Q2 202604
Blueprint Investment Partners LLC
CIK 0001794467
$3M77K0.26%Q2 202605
Blueprint Financial Advisors LLC
CIK 0002054129
$3M77K0.35%Q2 202606
Asset Allocation Strategies LLC
CIK 0001922879
$2M59K0.37%Q2 202607
WFA of San Diego, LLC
CIK 0001821407
$2M48K1.66%Q2 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M44K0.03%Q2 202609
Private Advisor Group, LLC
CIK 0001567755
$2M39K0.01%Q2 202610
Kovack Advisors, Inc.
CIK 0001728321
$1M33K0.07%Q2 202611
MORGAN STANLEY
CIK 0000895421
$1M33K0.00%Q2 202612
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M30K0.01%Q1 202513
First Growth Capital LLC
CIK 0002112081
$1M26K0.82%Q2 202614
January Capital Advisors LLC
CIK 0001855967
$964K24K0.81%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$852K21K0.00%Q2 202616
Family Capital Management, Inc.
CIK 0001964344
$821K20K0.32%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$664K16K0.00%Q2 202618
Darwin Wealth Management, LLC
CIK 0001663224
$658K16K0.18%Q2 202619
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$658K16K0.01%Q2 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$530K13K0.01%Q2 2026
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