DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
VRIG

INVESCO ACTIVELY MANAGED EXC

173 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 46090A879·Exchange Traded Fund·173 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$838M
visible holders
Holders
173
filers reporting
Concentration
39.21%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

173 institutions reported VRIG in Q1 2026. Invesco Ltd. leads at 39.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$328M13.1M0.03%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$129M5.2M0.03%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$72M2.9M0.00%Q1 2026
04
Bank of New York Mellon Corp
CIK 0001390777
$45M1.8M0.01%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$36M1.4M0.05%Q1 2026
06
Fiduciary Planning LLC
CIK 0001792851
$25M990K7.48%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M839K0.01%Q1 2026
08
STIFEL FINANCIAL CORP
CIK 0000720672
$20M812K0.02%Q1 2026
09
Harfst & Associates, Inc.
CIK 0001649147
$20M790K3.53%Q1 2026
10
Cherry Creek Investment Advisors, Inc.
CIK 0001877829
$17M681K7.41%Q1 2026
11
Equitable Holdings, Inc.
CIK 0001333986
$15M610K0.10%Q1 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M564K0.00%Q1 2026
13
Cetera Investment Advisers
CIK 0001666741
$14M543K0.01%Q1 2026
14
Wealthcare Advisory Partners LLC
CIK 0001683059
$13M536K0.25%Q2 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M502K0.02%Q1 2026
16
Concurrent Investment Advisors, LLC
CIK 0002001015
$12M486K0.13%Q1 2026
17
Cerro Pacific Wealth Advisors LLC
CIK 0001842669
$12M473K2.68%Q2 2026
18
CALTON & ASSOCIATES, INC.
CIK 0000822648
$12M469K1.69%Q1 2026
19
PARSONS CAPITAL MANAGEMENT INC/RI
CIK 0001018674
$10M396K0.45%Q2 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M376K0.00%Q1 2026
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