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

INVESCO ACTIVELY MANAGED EXC

45 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 46090A705·45 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$38M
visible holders
Holders
45
filers reporting
Concentration
30.97%
First PREMIER Bank #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported PHDG in Q1 2026. First PREMIER Bank leads at 31.0% 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
LPL Financial LLC
CIK 0001403438
$3M79K0.00%Q1 202603
Asset Allocation Strategies LLC
CIK 0001922879
$2M64K0.43%Q1 202604
Blueprint Investment Partners LLC
CIK 0001794467
$2M64K0.25%Q1 202605
Blueprint Financial Advisors LLC
CIK 0002054129
$2M64K0.36%Q1 202606
WFA of San Diego, LLC
CIK 0001821407
$2M50K1.51%Q1 202607
Private Advisor Group, LLC
CIK 0001567755
$2M41K0.01%Q1 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M39K0.02%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M37K0.00%Q1 202610
Kovack Advisors, Inc.
CIK 0001728321
$1M33K0.07%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M32K0.00%Q1 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
$935K25K1.26%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$763K20K0.00%Q1 202616
Family Capital Management, Inc.
CIK 0001964344
$758K20K0.34%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$735K19K0.01%Q1 202618
Darwin Wealth Management, LLC
CIK 0001663224
$658K16K0.18%Q2 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$618K16K0.00%Q1 202620
WOLVERINE TRADING, LLC
CIK 0000927337
$510K14K0.00%Q3 2025
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