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

INVESCO ACTIVELY MANAGED EXC

84 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 46090A697·84 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$457M
visible holders
Holders
84
filers reporting
Concentration
47.11%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported RSPA in Q1 2026. Invesco Ltd. leads at 47.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$215M4.3M0.02%Q1 202602
CX Institutional
CIK 0001737089
$49M928K1.43%Q2 202603
LPL Financial LLC
CIK 0001403438
$49M989K0.01%Q1 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$21M418K0.01%Q1 202605
MORGAN STANLEY
CIK 0000895421
$20M406K0.00%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M315K0.00%Q1 202607
UBS Group AG
CIK 0001610520
$13M253K0.00%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$10M207K0.01%Q1 202609
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$9M187K2.67%Q1 202610
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M169K1.35%Q2 202611
Brookstone Capital Management
CIK 0001599584
$9M167K0.09%Q2 202612
LANE BROTHERS & CO INC
CIK 0001177416
$7M130K4.74%Q1 202613
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$5M89K0.18%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$4M83K0.00%Q1 202615
Advisor OS, LLC
CIK 0001767580
$4M70K0.25%Q1 202616
MJP ASSOCIATES INC /ADV
CIK 0000715113
$4M70K0.43%Q1 202617
SageGuard Financial Group, LLC
CIK 0001861378
$4M70K0.54%Q1 202618
Compass Financial Services Inc
CIK 0002039088
$3M63K1.26%Q2 202619
Prospera Financial Services Inc
CIK 0001541625
$3M60K0.05%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M62K0.00%Q1 2026
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