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

INVESCO ACTIVELY MANAGED EXC

47 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 46090A101·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$32M
visible holders
Holders
47
filers reporting
Concentration
30.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported PSR in Q2 2026. LPL Financial LLC leads at 30.9% 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
$10M95K0.00%Q2 202602
Cetera Investment Advisers
CIK 0001666741
$7M69K0.01%Q2 202603
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M19K0.01%Q2 202504
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M14K0.00%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M14K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$1M13K0.00%Q2 202607
Montz Harcus Wealth Management LLC
CIK 0001918613
$1M12K0.43%Q2 202608
Kestra Advisory Services, LLC
CIK 0001830819
$1M10K0.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$854K8K0.00%Q2 202610
AA Financial Advisors, LLC
CIK 0002016899
$732K7K0.09%Q2 202611
Brio Consultants, LLC
CIK 0001747799
$715K7K0.08%Q2 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$658K6K0.00%Q2 202613
Glenmede Investment Management, LP
CIK 0001644465
$554K6K0.00%Q3 202514
OSAIC HOLDINGS, INC.
CIK 0001677044
$536K5K0.00%Q2 202615
Ameritas Investment Partners, Inc.
CIK 0001055980
$520K5K0.01%Q2 202616
Merit Financial Group, LLC
CIK 0001621225
$518K5K0.00%Q2 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$408K4K0.00%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$400K4K0.00%Q2 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$399K4K0.00%Q2 202620
Gateway Wealth Partners, LLC
CIK 0001966037
$358K3K0.02%Q2 2026
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