13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
RSPA

INVESCO ACTIVELY MANAGED EXC

74 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 46090A697·74 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.7%
vs prior quarter
13F value held
$415M
54.0% inst. owned
of float
Holders
74
+35 QoQ
filers reporting
Activity
+59 / −71
+826 added · −845 reduced
this quarter
Concentration
51.86%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

74 institutions reported RSPA in Q1 2026. Invesco Ltd. leads at 51.9% of the visible book. +35 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$215M4.3M0.03%Q1 202602
LPL Financial LLC
CIK 0001403438
$49M989K0.01%Q1 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$21M418K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$20M406K0.00%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M315K0.00%Q1 202606
Matthew Goff Investment Advisor, LLC
CIK 0000935359
$14M71K2.28%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
$8M168K1.41%Q1 202611
LANE BROTHERS & CO INC
CIK 0001177416
$7M130K4.74%Q1 202612
Wealthcare Advisory Partners LLC
CIK 0001683059
$4M89K0.09%Q1 202613
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$4M84K0.19%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$4M83K0.00%Q1 202615
MJP ASSOCIATES INC /ADV
CIK 0000715113
$4M70K0.43%Q1 202616
Advisor OS, LLC
CIK 0001767580
$4M70K0.25%Q1 202617
SageGuard Financial Group, LLC
CIK 0001861378
$4M70K0.54%Q1 202618
Compass Financial Services Inc
CIK 0002039088
$3M68K1.48%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M62K0.00%Q1 202620
Prospera Financial Services Inc
CIK 0001541625
$3M56K0.04%Q1 2026
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