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

INVESCO ACTIVELY MANAGED EXC

91 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 46090A697·91 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$561M
visible holders
Holders
91
filers reporting
Concentration
39.32%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

91 institutions reported RSPA in Q2 2026. Invesco Ltd. leads at 39.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$221M4.1M0.02%Q2 202602
LPL Financial LLC
CIK 0001403438
$77M1.4M0.02%Q2 202603
CX Institutional
CIK 0001737089
$49M928K1.43%Q2 202604
MORGAN STANLEY
CIK 0000895421
$34M636K0.00%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M619K0.01%Q2 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$29M551K0.01%Q2 202607
UBS Group AG
CIK 0001610520
$22M407K0.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M226K0.01%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$11M213K0.01%Q2 202610
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$10M195K2.56%Q2 202611
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M169K1.35%Q2 202612
Brookstone Capital Management
CIK 0001599584
$9M167K0.09%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M160K0.00%Q2 202614
LANE BROTHERS & CO INC
CIK 0001177416
$8M149K5.22%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$5M94K0.00%Q2 202616
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$5M89K0.18%Q2 202617
SageGuard Financial Group, LLC
CIK 0001861378
$5M89K0.67%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M87K0.01%Q2 202619
MJP ASSOCIATES INC /ADV
CIK 0000715113
$4M79K0.46%Q2 202620
Advisor OS, LLC
CIK 0001767580
$4M79K0.28%Q2 2026
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