CUSIP 46090A721
INVESCO ACTIVELY MANAGED EXC
123 institutions · $339.7M total · 13,559,384 shares · IVZ
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,384,749 | $86.5M | 24.96% | 2025-12-31 |
| 2 | Invesco Ltd. | 1,333,917 | $34.1M | 9.83% | 2025-12-31 |
| 3 | Bank of New York Mellon Corp | 1,095,249 | $28.0M | 8.07% | 2025-12-31 |
| 4 | AE Wealth Management LLC | 987,115 | $25.2M | 7.27% | 2025-12-31 |
| 5 | Brookstone Capital Management | 489,440 | $12.5M | 3.60% | 2025-09-30 |
| 6 | Modern Wealth Management, LLC | 399,906 | $10.2M | 2.94% | 2025-12-31 |
| 7 | Private Advisor Group, LLC | 389,848 | $10.0M | 2.87% | 2025-12-31 |
| 8 | Kingsview Wealth Management, LLC | 337,345 | $8.6M | 2.48% | 2025-12-31 |
| 9 | Proficio Capital Partners LLC | 331,290 | $8.4M | 2.44% | 2025-03-31 |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | 306,059 | $7.8M | 2.25% | 2025-12-31 |
| 11 | Rooted Wealth Advisors, Inc. | 241,051 | $6.2M | 1.77% | 2025-12-31 |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 203,793 | $5.2M | 1.50% | 2025-12-31 |
| 13 | ELEVATUS WELATH MANAGEMENT | 173,450 | $4.4M | 1.27% | 2025-12-31 |
| 14 | ASHTON THOMAS SECURITIES, LLC | 172,736 | $4.4M | 1.27% | 2025-12-31 |
| 15 | Elm3 Financial Group, LLC | 159,783 | $4.1M | 1.17% | 2025-12-31 |
| 16 | RITHOLTZ WEALTH MANAGEMENT | 156,510 | $4.0M | 1.15% | 2025-12-31 |
| 17 | Garden State Investment Advisory Services LLC | 142,671 | $3.6M | 1.05% | 2025-12-31 |
| 18 | ASL Financial, LLC | 132,828 | $3.4M | 0.97% | 2025-12-31 |
| 19 | Connecticut Capital Management Group, LLC | 130,025 | $3.3M | 0.95% | 2025-12-31 |
| 20 | Asset Allocation Strategies LLC | 126,439 | $3.2M | 0.93% | 2025-12-31 |
| 21 | FOUNDERS FINANCIAL SECURITIES LLC | 119,940 | $3.1M | 0.88% | 2024-12-31 |
| 22 | San Luis Wealth Advisors LLC | 110,145 | $2.8M | 0.81% | 2025-12-31 |
| 23 | Colonial River Investments, LLC | 106,026 | $2.7M | 0.78% | 2025-12-31 |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | 104,937 | $2.7M | 0.77% | 2025-12-31 |
| 25 | Mariner, LLC | 95,240 | $2.4M | 0.70% | 2025-12-31 |
| 26 | Family Investment Center, Inc. | 86,804 | $2.2M | 0.64% | 2025-03-31 |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 83,305 | $2.1M | 0.61% | 2025-12-31 |
| 28 | B.O.S.S. Retirement Advisors, LLC | 77,463 | $2.0M | 0.57% | 2025-12-31 |
| 29 | Gladstone Institutional Advisory LLC | 75,483 | $1.9M | 0.55% | 2025-12-31 |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 75,022 | $1.9M | 0.55% | 2025-12-31 |
| 31 | Cedar Wealth Management, LLC | 74,214 | $1.9M | 0.54% | 2025-12-31 |
| 32 | Knott David M Jr | 70,502 | $1.8M | 0.51% | 2025-03-31 |
| 33 | Jacobi Capital Management LLC | 69,944 | $1.8M | 0.51% | 2025-12-31 |
| 34 | BANK OF AMERICA CORP /DE/ | 67,076 | $1.7M | 0.49% | 2025-12-31 |
| 35 | JANE STREET GROUP, LLC | 65,802 | $1.7M | 0.48% | 2025-12-31 |
| 36 | GOLDMAN SACHS GROUP INC | 55,812 | $1.4M | 0.41% | 2025-12-31 |
| 37 | OSAIC HOLDINGS, INC. | 55,561 | $1.4M | 0.40% | 2025-12-31 |
| 38 | Endurance Services Ltd | 50,000 | $1.3M | 0.36% | 2025-09-30 |
| 39 | Brucke Financial, Inc. | 48,390 | $1.2M | 0.35% | 2025-12-31 |
| 40 | Cetera Investment Advisers | 47,118 | $1.2M | 0.34% | 2025-12-31 |
| 41 | Meridian Financial, LLC | 44,034 | $1.1M | 0.32% | 2025-12-31 |
| 42 | Concurrent Investment Advisors, LLC | 43,817 | $1.1M | 0.32% | 2025-12-31 |
| 43 | Key Capital Management, INC | 43,199 | $1.1M | 0.31% | 2025-12-31 |
| 44 | Pillar Wealth Advisors, LLC | 42,610 | $1.1M | 0.31% | 2024-06-30 |
| 45 | JONES FINANCIAL COMPANIES LLLP | 42,403 | $1.1M | 0.31% | 2025-12-31 |
| 46 | BOS Asset Management, LLC | 39,006 | $996.6K | 0.28% | 2025-12-31 |
| 47 | Vienna Asset Management LLC | 36,214 | $925.3K | 0.26% | 2025-12-31 |
| 48 | OLD MISSION CAPITAL LLC | 35,539 | $910.2K | 0.26% | 2025-09-30 |
| 49 | Western Wealth Management, LLC | 34,847 | $890.3K | 0.25% | 2025-12-31 |
| 50 | Fortis Group Advisors, LLC | 30,535 | $781.2K | 0.22% | 2025-09-30 |
| 51 | LifeWealth Investments, LLC | 29,256 | $749.2K | 0.21% | 2025-12-31 |
| 52 | Sepio Capital, LP | 28,574 | $730.1K | 0.21% | 2025-12-31 |
| 53 | CITADEL ADVISORS LLC | 28,088 | $717.6K | 0.20% | 2025-12-31 |
| 54 | NAPA WEALTH MANAGEMENT | 27,320 | $699.7K | 0.20% | 2025-09-30 |
| 55 | 3EDGE Asset Management, LP | 25,944 | $662.9K | 0.19% | 2023-12-31 |
| 56 | AVAII WEALTH MANAGEMENT, LLC | 25,115 | $641.7K | 0.18% | 2025-12-31 |
| 57 | TRUIST FINANCIAL CORP | 24,053 | $614.6K | 0.17% | 2025-12-31 |
| 58 | Steward Partners Investment Advisory, LLC | 23,648 | $604.2K | 0.17% | 2025-12-31 |
| 59 | Regal Investment Advisors LLC | 22,938 | $586.1K | 0.16% | 2025-12-31 |
| 60 | Simplicity Wealth,LLC | 21,531 | $550.1K | 0.15% | 2025-12-31 |
| 61 | Leo Wealth, LLC | 10,616 | $532.5K | 0.07% | 2025-12-31 |
| 62 | Quest 10 Wealth Builders, Inc. | 19,811 | $506.2K | 0.14% | 2025-12-31 |
| 63 | J.W. COLE ADVISORS, INC. | 16,223 | $414.5K | 0.11% | 2025-12-31 |
| 64 | TCP Asset Management, LLC | 16,130 | $412.3K | 0.11% | 2025-06-30 |
| 65 | Bienville Capital Management, LLC | 16,042 | $411.8K | 0.11% | 2024-06-30 |
| 66 | NWF Advisory Services Inc. | 15,420 | $394.9K | 0.11% | 2025-09-30 |
| 67 | BETO FINANCIAL GROUP, LLC | 15,433 | $394.5K | 0.11% | 2025-12-31 |
| 68 | U.S. Capital Wealth Advisors, LLC | 15,000 | $384.1K | 0.11% | 2025-09-30 |
| 69 | Tower Research Capital LLC (TRC) | 14,710 | $375.8K | 0.10% | 2025-12-31 |
| 70 | Chris Bulman Inc | 14,581 | $373.4K | 0.10% | 2025-09-30 |
| 71 | TWO SIGMA SECURITIES, LLC | 14,515 | $372.7K | 0.10% | 2024-06-30 |
| 72 | Authentikos Wealth Advisory, LLC | 13,544 | $347.3K | 0.09% | 2024-12-31 |
| 73 | GG Group Ventures, LLC | 13,052 | $334.7K | 0.09% | 2024-12-31 |
| 74 | Bison Wealth, LLC | 12,772 | $327.5K | 0.09% | 2024-12-31 |
| 75 | QTR Family Wealth, LLC | 12,732 | $324.5K | 0.09% | 2025-03-31 |
| 76 | Centennial Advisors, LLC | 12,384 | $316.4K | 0.09% | 2025-12-31 |
| 77 | Kingdom Financial Group LLC. | 11,850 | $302.8K | 0.08% | 2025-12-31 |
| 78 | World Investment Advisors | 20,989 | $288.2K | 0.15% | 2025-12-31 |
| 79 | Triton Wealth Management, PLLC | 11,002 | $281.2K | 0.08% | 2025-12-31 |
| 80 | FLP Wealth Management, LLC | 1,329 | $279.1K | 0.00% | 2025-12-31 |
| 81 | Goldstone Financial Group, LLC | 10,228 | $261.3K | 0.07% | 2025-12-31 |
| 82 | Howard Capital Management Inc. | 9,401 | $240.8K | 0.06% | 2025-09-30 |
| 83 | Seed Wealth Management, Inc. | 8,860 | $227.2K | 0.06% | 2024-12-31 |
| 84 | Slagle Financial, LLC | 8,433 | $215.5K | 0.06% | 2025-12-31 |
| 85 | FSA Advisors, Inc. | 8,305 | $212.2K | 0.06% | 2025-12-31 |
| 86 | Merit Financial Group, LLC | 8,016 | $204.8K | 0.05% | 2025-12-31 |
| 87 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,893 | $202.7K | 0.05% | 2024-06-30 |
| 88 | Royal Bank of Canada | 7,890 | $202.0K | 0.05% | 2025-12-31 |
| 89 | Park Square Financial Group, LLC | 7,684 | $196.4K | 0.05% | 2025-06-30 |
| 90 | Keating Financial Advisory Services, Inc. | 7,578 | $193.6K | 0.05% | 2025-12-31 |
| 91 | Ashton Thomas Private Wealth, LLC | 6,605 | $169.6K | 0.04% | 2024-06-30 |
| 92 | PRIVATE TRUST CO NA | 5,000 | $127.8K | 0.03% | 2025-12-31 |
| 93 | COMERICA BANK | 4,845 | $123.8K | 0.03% | 2025-12-31 |
| 94 | HARBOUR INVESTMENTS, INC. | 4,750 | $121.4K | 0.03% | 2025-12-31 |
| 95 | Raleigh Capital Management Inc. | 3,337 | $85.3K | 0.02% | 2025-12-31 |
| 96 | Transce3nd, LLC | 3,021 | $77.2K | 0.02% | 2025-06-30 |
| 97 | CGC Financial Services, LLC | 2,151 | $55.0K | 0.01% | 2025-12-31 |
| 98 | Root Financial Partners, LLC | 2,045 | $52.3K | 0.01% | 2025-12-31 |
| 99 | PRINCIPAL SECURITIES, INC. | 1,000 | $25.6K | 0.00% | 2025-03-31 |
| 100 | Networth Advisors, LLC | 803 | $20.5K | 0.00% | 2025-12-31 |
| 101 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 800 | $20.4K | 0.00% | 2025-12-31 |
| 102 | Lloyd Advisory Services, LLC. | 769 | $19.7K | 0.00% | 2025-12-31 |
| 103 | MORGAN STANLEY | 682 | $17.4K | 0.00% | 2025-12-31 |
| 104 | NewEdge Advisors, LLC | 600 | $15.3K | 0.00% | 2025-12-31 |
| 105 | Pineridge Advisors LLC | 559 | $14.3K | 0.00% | 2025-09-30 |
| 106 | Venturi Wealth Management, LLC | 400 | $10.2K | 0.00% | 2023-12-31 |
| 107 | Geneos Wealth Management Inc. | 349 | $8.9K | 0.00% | 2025-12-31 |
| 108 | UBS Group AG | 265 | $6.8K | 0.00% | 2025-06-30 |
| 109 | Elequin Capital, LP | 218 | $5.6K | 0.00% | 2025-12-31 |
| 110 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200 | $5.0K | 0.00% | 2025-12-31 |
| 111 | IFP Advisors, Inc | 179 | $4.6K | 0.00% | 2025-06-30 |
| 112 | LIBERTY WEALTH MANAGEMENT LLC | 115,215 | $4.5K | 0.84% | 2025-03-31 |
| 113 | Laurel Wealth Advisors LLC | 159 | $4.1K | 0.00% | 2024-12-31 |
| 114 | Guerra Advisors Inc | 142 | $3.6K | 0.00% | 2025-09-30 |
| 115 | Cambridge Investment Research Advisors, Inc. | 96,814 | $2.5K | 0.71% | 2025-12-31 |
| 116 | FMR LLC | 61 | $1.6K | 0.00% | 2025-06-30 |
| 117 | Elevated Capital Advisors, LLC | 50 | $1.3K | 0.00% | 2025-12-31 |
| 118 | Sterling Capital Management LLC | 47 | $1.2K | 0.00% | 2025-12-31 |
| 119 | WCG Wealth Advisors LLC | 42,286 | $1.1K | 0.31% | 2024-09-30 |
| 120 | JPMORGAN CHASE & CO | 21 | $535 | 0.00% | 2025-03-31 |
| 121 | FLOW TRADERS U.S. LLC | 10,939 | $280 | 0.08% | 2025-06-30 |
| 122 | HRT FINANCIAL LP | 10,990 | $280 | 0.08% | 2025-12-31 |
| 123 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |