FCHI8,141.92-0.19%
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DJI49,189.00-0.08%
XLE57.040.29%
STOXX50E5,860.32-0.39%
XLF51.770.68%
FTSE10,321.09-0.56%
IXIC24,861.740.10%
RUT2,787.020.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM
CUSIP 46090A804

INVESCO ACTIVELY MANAGED EXC

218 institutions · $1.65B total · 37,026,714 shares · IVZ

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC4,533,853$215.0M12.24%2025-12-31
2Invesco Ltd.4,034,470$191.3M10.89%2025-12-31
3ENVESTNET ASSET MANAGEMENT INC2,989,250$141.8M8.07%2025-12-31
4OSAIC HOLDINGS, INC.1,939,989$92.0M5.23%2025-12-31
5MORGAN STANLEY1,722,422$81.7M4.65%2025-12-31
6Private Advisor Group, LLC1,139,821$54.1M3.07%2025-12-31
7Bank of New York Mellon Corp1,138,572$54.0M3.07%2025-12-31
8Brio Consultants, LLC1,137,747$54.0M3.07%2025-12-31
9BANK OF AMERICA CORP /DE/980,938$46.5M2.64%2025-12-31
10RTD Financial Advisors, Inc.812,872$38.5M2.19%2025-12-31
11HOWARD FINANCIAL SERVICES, LTD.741,142$35.1M2.00%2025-12-31
12Dynamic Advisor Solutions LLC592,704$28.1M1.60%2025-12-31
13Brookstone Capital Management511,314$24.2M1.38%2025-12-31
14Cetera Investment Advisers487,045$23.1M1.31%2025-12-31
15Petix & Botte Co459,615$21.8M1.24%2025-12-31
16AXXCESS WEALTH MANAGEMENT, LLC449,070$21.3M1.21%2025-12-31
17KMG FIDUCIARY PARTNERS, LLC372,037$17.6M1.00%2025-12-31
18JOURNEY STRATEGIC WEALTH LLC361,745$17.2M0.97%2025-12-31
19RAYMOND JAMES FINANCIAL INC351,889$16.7M0.95%2025-12-31
20Richmond Investment Services, LLC345,056$16.4M0.93%2025-12-31
21Focus Financial Network, Inc.309,590$14.7M0.83%2025-12-31
22VERUS CAPITAL PARTNERS, LLC309,205$14.7M0.83%2025-12-31
23JONES FINANCIAL COMPANIES LLLP296,829$14.1M0.80%2025-12-31
24MML INVESTORS SERVICES, LLC280,560$13.3M0.75%2025-12-31
25World Investment Advisors282,763$13.2M0.76%2025-12-31
26ACIMA PRIVATE WEALTH, LLC274,278$13.0M0.74%2025-12-31
27Rooted Wealth Advisors, Inc.271,277$12.9M0.73%2025-12-31
28American Capital Advisory, LLC270,187$12.8M0.72%2025-12-31
29KWB Wealth250,768$11.9M0.67%2025-12-31
30Vestmark Advisory Solutions, Inc.247,817$11.8M0.66%2025-12-31
31Envestnet Portfolio Solutions, Inc.238,836$11.3M0.64%2025-12-31
32IFG Advisory, LLC228,774$10.8M0.61%2025-12-31
33NewEdge Advisors, LLC214,035$10.1M0.57%2025-12-31
34WELLS FARGO & COMPANY/MN207,935$9.9M0.56%2025-12-31
35BEACON FINANCIAL PLANNING, INC194,617$9.2M0.52%2025-12-31
36Stewardship Advisors, LLC194,176$9.2M0.52%2025-12-31
37PFG Advisors183,813$8.7M0.49%2025-12-31
38WEALTH ENHANCEMENT ADVISORY SERVICES, LLC179,241$8.5M0.48%2025-12-31
39Cooper Financial Group178,147$8.4M0.48%2025-12-31
40Regal Investment Advisors LLC163,973$7.8M0.44%2025-12-31
41ASHTON THOMAS SECURITIES, LLC152,012$7.2M0.41%2025-12-31
42Atlas Legacy Advisors, LLC149,784$7.1M0.40%2025-12-31
43BOS Asset Management, LLC140,416$6.7M0.37%2025-12-31
44IHT Wealth Management, LLC137,314$6.5M0.37%2025-12-31
45INTEGRITY WEALTH ADVISORS, INC.136,376$6.5M0.36%2025-12-31
46Insight Wealth Partners, LLC132,028$6.3M0.35%2025-12-31
47Signal Advisors Wealth, LLC126,190$6.0M0.34%2025-12-31
48Wilian Securities, LLC123,697$5.9M0.33%2025-12-31
49Daner Wealth Management, LLC122,747$5.9M0.33%2025-12-31
50Asset Allocation Strategies LLC119,622$5.7M0.32%2025-12-31
51Royal Bank of Canada116,577$5.5M0.31%2025-12-31
52CITADEL ADVISORS LLC111,964$5.3M0.30%2025-09-30
53CHANNEL WEALTH LLC109,277$5.2M0.29%2025-12-31
54Fjell Capital, LLC99,036$4.7M0.26%2025-12-31
55Total Clarity Wealth Management, Inc.95,701$4.5M0.25%2025-12-31
56Integrated Wealth Concepts LLC94,789$4.5M0.25%2025-12-31
57NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO53,371$4.5M0.14%2025-12-31
58AQR CAPITAL MANAGEMENT LLC93,894$4.5M0.25%2025-12-31
59Baird Financial Group, Inc.89,558$4.2M0.24%2025-12-31
60Colonial River Investments, LLC84,344$4.0M0.22%2025-12-31
61IFP Advisors, Inc80,664$3.8M0.21%2025-12-31
62Tidemark, LLC80,214$3.8M0.21%2025-12-31
63Sandbox Financial Partners, LLC80,049$3.8M0.21%2025-09-30
64CAPTRUST FINANCIAL ADVISORS77,800$3.7M0.21%2025-12-31
65FLAGSHIP HARBOR ADVISORS, LLC75,668$3.5M0.20%2025-12-31
66Mechanics Bank Trust Department71,258$3.4M0.19%2025-12-31
67Northwest Financial Advisors70,534$3.3M0.19%2025-12-31
68Gladstone Institutional Advisory LLC70,247$3.3M0.18%2025-12-31
69JPMORGAN CHASE & CO68,809$3.3M0.18%2025-12-31
70Avid Wealth Partners LLC66,334$3.1M0.17%2025-12-31
71Alpha Zero LLC65,726$3.0M0.17%2025-09-30
72SUSQUEHANNA INTERNATIONAL GROUP, LLP63,263$3.0M0.17%2025-09-30
73Cerity Partners LLC56,538$2.7M0.15%2025-12-31
74Kestra Advisory Services, LLC54,984$2.6M0.14%2025-12-31
75Concurrent Investment Advisors, LLC53,822$2.6M0.14%2025-12-31
76GOLDMAN SACHS GROUP INC53,225$2.5M0.14%2025-12-31
77Destiny Capital Corp/CO52,166$2.5M0.14%2025-12-31
78Simplicity Wealth,LLC50,368$2.4M0.13%2025-12-31
79Diversify Advisory Services, LLC48,994$2.3M0.13%2025-12-31
80VestGen Advisors, LLC44,576$2.1M0.12%2025-12-31
81J.W. COLE ADVISORS, INC.41,905$2.0M0.11%2025-12-31
82Sanctuary Advisors, LLC39,897$1.9M0.10%2025-12-31
83RENAISSANCE TECHNOLOGIES LLC38,695$1.8M0.10%2025-09-30
84Lido Advisors, LLC36,881$1.8M0.09%2025-12-31
85PAX Financial Group, LLC33,872$1.6M0.09%2025-12-31
86Treasure Coast Financial Planning33,377$1.6M0.09%2025-12-31
87Clearstead Advisors, LLC31,609$1.5M0.08%2025-12-31
88Retirement Planning Group, LLC31,537$1.5M0.08%2025-12-31
89HighTower Advisors, LLC29,815$1.4M0.08%2025-12-31
90Orion Porfolio Solutions, LLC29,796$1.4M0.08%2025-12-31
91Sequent Planning LLC29,196$1.4M0.07%2025-12-31
92MONEY CONCEPTS CAPITAL CORP28,927$1.4M0.07%2025-12-31
93SILVER OAK SECURITIES, INCORPORATED27,736$1.3M0.07%2025-12-31
94LANDMARK WEALTH MANAGEMENT, INC.24,697$1.2M0.06%2025-12-31
95Snowden Capital Advisors LLC24,485$1.2M0.06%2025-12-31
96HUB Investment Partners, LLC23,790$1.1M0.06%2025-12-31
97Hilltop Holdings Inc.22,993$1.1M0.06%2025-12-31
98COMMONWEALTH EQUITY SERVICES, LLC20,826$987.5K0.05%2025-12-31
99Gaddis Premier Wealth Advisors LLC18,478$876.2K0.04%2025-12-31
100Vista Cima Wealth Management LLC18,335$869.4K0.04%2025-12-31
101Financial Designs Corp17,109$813.7K0.04%2025-09-30
102Aspire Capital Advisors LLC17,053$808.7K0.04%2025-12-31
103MSH Capital Advisors LLC16,434$779.3K0.04%2025-12-31
104Kuhn & Co Investment Counsel15,663$742.7K0.04%2025-12-31
105RFG Advisory, LLC15,358$728.3K0.04%2025-12-31
106Arkadios Wealth Advisors14,724$698.2K0.03%2025-12-31
107ASSETMARK, INC13,827$655.7K0.03%2025-12-31
108Equitable Holdings, Inc.13,688$649.1K0.03%2025-12-31
109PRINCIPAL SECURITIES, INC.13,499$640.1K0.03%2025-12-31
110Pathway Financial Advisors LLC13,209$627.7K0.03%2025-12-31
111Barnes Wealth Management Group, Inc12,669$600.8K0.03%2025-12-31
112Perigon Wealth Management, LLC12,424$589.1K0.03%2025-12-31
113Merit Financial Group, LLC12,398$587.9K0.03%2025-12-31
114DRIVE WEALTH MANAGEMENT, LLC12,389$587.5K0.03%2025-12-31
115Evolution Wealth Advisors, LLC12,300$583.3K0.03%2025-12-31
116OneDigital Investment Advisors LLC10,942$518.9K0.02%2025-12-31
117&PARTNERS10,492$497.5K0.02%2025-12-31
118Global Retirement Partners, LLC10,059$477.0K0.02%2025-12-31
119Asset One Wealth Management LLC10,056$476.7K0.02%2025-12-31
120Krilogy Financial LLC9,798$465.4K0.02%2025-12-31
121First Heartland Consultants, Inc.9,782$463.9K0.02%2025-12-31
122MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,737$461.7K0.02%2025-12-31
123TSG Advice Partners, LLC9,716$460.7K0.02%2025-12-31
124JT Stratford LLC9,527$451.8K0.02%2025-12-31
125Schneider Downs Wealth Management Advisors, LP9,385$445.0K0.02%2025-12-31
126Founders Financial Alliance, LLC9,231$437.7K0.02%2025-12-31
127Atria Investments, Inc9,141$433.5K0.02%2025-12-31
128Spire Wealth Management8,675$411.4K0.02%2025-12-31
129Bogart Wealth, LLC8,652$410.3K0.02%2025-12-31
130Alteri Wealth LLC8,478$402.0K0.02%2025-12-31
131GTS SECURITIES LLC8,450$400.7K0.02%2025-12-31
132Appalachian Capital Management Ltd8,058$382.1K0.02%2025-12-31
133Empirical Asset Management, LLC7,977$378.3K0.02%2025-12-31
134TRUIST FINANCIAL CORP7,958$377.4K0.02%2025-12-31
135Consolidated Portfolio Review Corp7,763$368.8K0.02%2025-09-30
136Wealth Watch Advisors, INC7,257$344.1K0.01%2025-12-31
137COMERICA BANK7,128$338.0K0.01%2025-12-31
138Sowell Financial Services LLC6,994$331.7K0.01%2025-12-31
139BLVD Private Wealth, LLC6,973$331.3K0.01%2025-09-30
140Axim Planning & Wealth6,920$328.1K0.01%2025-12-31
141EVOLVE PRIVATE WEALTH, LLC6,900$327.2K0.01%2025-12-31
142MERCER GLOBAL ADVISORS INC /ADV6,636$314.7K0.01%2025-12-31
143Solutions 4 Wealth, Ltd6,560$311.7K0.01%2025-09-30
144Vise Technologies, Inc.6,529$309.6K0.01%2025-12-31
145Financial Engines Advisors L.L.C.6,490$307.8K0.01%2025-12-31
146BIP Wealth, LLC6,400$303.5K0.01%2025-12-31
147GeoWealth Management, LLC6,335$300.4K0.01%2025-12-31
148Cullen/Frost Bankers, Inc.6,263$297.0K0.01%2025-12-31
149Independent Advisor Alliance6,251$296.4K0.01%2025-12-31
150NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,214$294.7K0.01%2025-12-31
151Advisory Services Network, LLC6,137$291.0K0.01%2025-12-31
152CreativeOne Wealth, LLC5,953$282.3K0.01%2025-12-31
153Fortis Group Advisors, LLC5,943$281.9K0.01%2025-12-31
154Summit Wealth Group, LLC5,908$280.2K0.01%2025-12-31
155ADG Wealth Management Group, LLC5,747$272.5K0.01%2025-12-31
156WealthCare Investment Partners, LLC5,662$268.4K0.01%2025-12-31
157STIFEL FINANCIAL CORP5,248$248.9K0.01%2025-12-31
158Kera Capital Partners, Inc.5,193$246.4K0.01%2025-12-31
159NorthLanding Financial Partners, LLC5,097$241.7K0.01%2025-12-31
160Williams & Novak, LLC4,875$231.2K0.01%2025-12-31
161Savvy Advisors, Inc.4,799$227.6K0.01%2025-12-31
162Ausdal Financial Partners, Inc.4,746$225.0K0.01%2025-12-31
163Emergent Wealth Advisors, LLC4,711$223.4K0.01%2025-12-31
164LEVEL FOUR ADVISORY SERVICES, LLC4,393$208.3K0.01%2025-12-31
165IVC Wealth Advisors LLC4,369$207.2K0.01%2025-12-31
166BUFFALO BUSINESS & ESTATE SERVICES LTD4,221$200.2K0.01%2025-12-31
167CoreCap Advisors, LLC3,691$175.0K0.00%2025-12-31
168Signature Equity Partners, LLC3,391$160.8K0.00%2025-12-31
169Goodman Advisory Group, LLC3,030$143.7K0.00%2025-12-31
170MONTAG A & ASSOCIATES INC2,875$136.6K0.00%2025-09-30
171Allworth Financial LP2,545$120.9K0.00%2025-12-31
172KERR FINANCIAL PLANNING Corp2,368$112.6K0.00%2025-12-31
173Geneos Wealth Management Inc.2,185$103.6K0.00%2025-12-31
174PRIVATE TRUST CO NA2,099$99.5K0.00%2025-12-31
175CWM, LLC2,060,937$97.7K5.56%2025-12-31
176SageView Advisory Group, LLC1,714$81.3K0.00%2025-12-31
177Prestige Wealth Management Group LLC1,609$77.7K0.00%2025-12-31
178TD PRIVATE CLIENT WEALTH LLC1,625$77.1K0.00%2025-12-31
179IAG Wealth Partners, LLC1,580$74.9K0.00%2025-12-31
180Farther Finance Advisors, LLC1,458$69.1K0.00%2025-12-31
181HARBOUR INVESTMENTS, INC.1,264$59.9K0.00%2025-12-31
182Pinnacle Bancorp, Inc.1,110$52.6K0.00%2025-12-31
183LGT Financial Advisors LLC823$39.0K0.00%2025-12-31
184FMR LLC721$34.2K0.00%2025-12-31
185True Wealth Design, LLC615$29.2K0.00%2025-09-30
186Northwest Capital Management Inc613$29.1K0.00%2025-09-30
187TD Waterhouse Canada Inc.543$25.7K0.00%2025-12-31
188Concord Wealth Partners538$25.5K0.00%2025-12-31
189Newbridge Financial Services Group, Inc.501$23.8K0.00%2025-12-31
190Key Financial Inc491$23.3K0.00%2025-12-31
191AE Wealth Management LLC471$22.3K0.00%2025-12-31
192CREATIVE FINANCIAL DESIGNS INC /ADV430$20.4K0.00%2025-12-31
193CDKV HOLDINGS LLC339$16.1K0.00%2025-12-31
194AMERIFLEX GROUP, INC.271$12.9K0.00%2025-12-31
195Strategic Wealth Partners, Ltd.184$8.7K0.00%2025-09-30
196Steward Partners Investment Advisory, LLC131$6.2K0.00%2025-12-31
197USAdvisors Wealth Management, LLC123,386$5.8K0.33%2025-12-31
198BNP PARIBAS FINANCIAL MARKETS87$4.1K0.00%2025-12-31
199Guerra Advisors Inc72$3.4K0.00%2025-09-30
200Cambridge Investment Research Advisors, Inc.63,871$3.0K0.17%2025-12-31
201JFS WEALTH ADVISORS, LLC44$2.1K0.00%2025-09-30
202PARK AVENUE SECURITIES LLC38,078$1.8K0.10%2025-12-31
203Frazier Financial Advisors, LLC38$1.8K0.00%2025-12-31
204Wagner Wealth Management, LLC30$1.4K0.00%2025-12-31
205Wilkerson Advisory Group LLC27$1.3K0.00%2025-12-31
206Aptus Capital Advisors, LLC22$1.0K0.00%2025-12-31
207Financial Gravity Asset Management, Inc.22$1.0K0.00%2025-12-31
208Janney Montgomery Scott LLC21,727$1.0K0.05%2025-12-31
209Arete Wealth Advisors, LLC21,142$1.0K0.05%2025-12-31
210Parallel Advisors, LLC18$8550.00%2025-09-30
211FLOW TRADERS U.S. LLC16,059$7620.04%2025-12-31
212Arax Advisory Partners13$6170.00%2025-12-31
213Betterment LLC11,022$5230.02%2025-12-31
214Community Bank & Trust, Waco, Texas8,825$4180.02%2025-12-31
215Koesten, Hirschmann & Crabtree, INC.5$2380.00%2025-09-30
216Capital Analysts, LLC3,445$1630.00%2025-12-31
217UBS Group AG1$480.00%2025-09-30
218High Note Wealth, LLC0$150.00%2025-12-31