CUSIP 46090A879
INVESCO ACTIVELY MANAGED EXC
168 institutions · $976.9M total · 39,412,879 shares · IVZ
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 13,338,402 | $334.8M | 33.84% | 2025-12-31 |
| 2 | LPL Financial LLC | 5,648,490 | $141.8M | 14.33% | 2025-12-31 |
| 3 | MORGAN STANLEY | 2,246,536 | $56.4M | 5.70% | 2025-12-31 |
| 4 | Bank Julius Baer & Co. Ltd, Zurich | 1,074,077 | $27.0M | 2.72% | 2025-09-30 |
| 5 | OSAIC HOLDINGS, INC. | 1,065,572 | $26.7M | 2.70% | 2025-12-31 |
| 6 | Bank of New York Mellon Corp | 991,999 | $24.9M | 2.51% | 2025-12-31 |
| 7 | Fiduciary Planning LLC | 977,936 | $24.5M | 2.48% | 2025-12-31 |
| 8 | STIFEL FINANCIAL CORP | 842,362 | $21.1M | 2.13% | 2025-12-31 |
| 9 | Cherry Creek Investment Advisors, Inc. | 696,853 | $17.5M | 1.76% | 2025-12-31 |
| 10 | Equitable Holdings, Inc. | 600,933 | $15.1M | 1.52% | 2025-12-31 |
| 11 | Wealthcare Advisory Partners LLC | 512,330 | $12.9M | 1.29% | 2025-12-31 |
| 12 | CALTON & ASSOCIATES, INC. | 474,144 | $11.9M | 1.20% | 2025-12-31 |
| 13 | Cetera Investment Advisers | 434,931 | $10.9M | 1.10% | 2025-12-31 |
| 14 | HighTower Advisors, LLC | 398,615 | $10.0M | 1.01% | 2025-12-31 |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 398,202 | $10.0M | 1.01% | 2025-12-31 |
| 16 | PARSONS CAPITAL MANAGEMENT INC/RI | 396,518 | $10.0M | 1.00% | 2025-12-31 |
| 17 | Cerro Pacific Wealth Advisors LLC | 372,569 | $9.4M | 0.94% | 2025-12-31 |
| 18 | Harfst & Associates, Inc. | 344,096 | $8.6M | 0.87% | 2025-12-31 |
| 19 | Vectors Research Management, LLC | 342,509 | $8.6M | 0.86% | 2025-12-31 |
| 20 | Beaumont Financial Advisors, LLC | 315,686 | $7.9M | 0.80% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 292,844 | $7.4M | 0.74% | 2025-12-31 |
| 22 | WELLS FARGO & COMPANY/MN | 290,174 | $7.3M | 0.73% | 2025-12-31 |
| 23 | COURIER CAPITAL LLC | 284,012 | $7.1M | 0.72% | 2025-12-31 |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 275,191 | $6.9M | 0.69% | 2025-12-31 |
| 25 | KMG FIDUCIARY PARTNERS, LLC | 231,516 | $5.8M | 0.58% | 2025-12-31 |
| 26 | Concurrent Investment Advisors, LLC | 191,948 | $4.8M | 0.48% | 2025-12-31 |
| 27 | JAMES INVESTMENT RESEARCH, INC. | 190,335 | $4.8M | 0.48% | 2025-12-31 |
| 28 | Wagner Wealth Management, LLC | 185,570 | $4.7M | 0.47% | 2025-12-31 |
| 29 | Total Clarity Wealth Management, Inc. | 183,028 | $4.6M | 0.46% | 2025-12-31 |
| 30 | E6 Portfolios, LLC | 179,797 | $4.5M | 0.45% | 2025-12-31 |
| 31 | Private Advisor Group, LLC | 173,686 | $4.4M | 0.44% | 2025-12-31 |
| 32 | ASSETMARK, INC | 164,140 | $4.1M | 0.41% | 2025-12-31 |
| 33 | Regal Investment Advisors LLC | 160,830 | $4.0M | 0.40% | 2025-12-31 |
| 34 | Kovack Advisors, Inc. | 151,136 | $3.8M | 0.38% | 2025-12-31 |
| 35 | Bison Wealth, LLC | 150,800 | $3.8M | 0.38% | 2025-09-30 |
| 36 | Kestra Advisory Services, LLC | 149,373 | $3.7M | 0.37% | 2025-12-31 |
| 37 | Algorithmic Investment Models, LLC | 147,869 | $3.7M | 0.37% | 2025-09-30 |
| 38 | FIRST TRUST ADVISORS LP | 146,303 | $3.7M | 0.37% | 2025-12-31 |
| 39 | Milestone Investment Advisors LLC | 143,571 | $3.6M | 0.36% | 2025-12-31 |
| 40 | Thayer Financial, L.L.C. | 137,800 | $3.5M | 0.34% | 2025-12-31 |
| 41 | Corient Private Wealth LLC | 132,578 | $3.3M | 0.33% | 2025-09-30 |
| 42 | LAFFER TENGLER INVESTMENTS, INC. | 131,342 | $3.3M | 0.33% | 2025-12-31 |
| 43 | VISTA INVESTMENT MANAGEMENT | 131,235 | $3.3M | 0.33% | 2025-12-31 |
| 44 | Blue Capital, Inc. | 123,613 | $3.1M | 0.31% | 2025-12-31 |
| 45 | Goldstone Financial Group, LLC | 122,973 | $3.1M | 0.31% | 2025-12-31 |
| 46 | GUARDIAN WEALTH ADVISORS, LLC / NC | 115,075 | $2.9M | 0.29% | 2025-12-31 |
| 47 | IFP Advisors, Inc | 108,068 | $2.7M | 0.27% | 2025-12-31 |
| 48 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 105,796 | $2.7M | 0.26% | 2025-12-31 |
| 49 | Gladstone Institutional Advisory LLC | 94,569 | $2.4M | 0.23% | 2025-12-31 |
| 50 | HOLDERNESS INVESTMENTS CO | 88,806 | $2.2M | 0.22% | 2025-12-31 |
| 51 | Arkadios Wealth Advisors | 88,339 | $2.2M | 0.22% | 2025-12-31 |
| 52 | Centurion Wealth Management LLC | 85,759 | $2.2M | 0.21% | 2025-12-31 |
| 53 | CreativeOne Wealth, LLC | 83,465 | $2.1M | 0.21% | 2025-12-31 |
| 54 | TRUIST FINANCIAL CORP | 81,037 | $2.0M | 0.20% | 2025-12-31 |
| 55 | SILVER OAK SECURITIES, INCORPORATED | 75,683 | $1.9M | 0.19% | 2025-12-31 |
| 56 | CAPTRUST FINANCIAL ADVISORS | 75,324 | $1.9M | 0.19% | 2025-12-31 |
| 57 | Royal Bank of Canada | 73,770 | $1.9M | 0.18% | 2025-12-31 |
| 58 | Inspire Advisors, LLC | 72,691 | $1.8M | 0.18% | 2025-12-31 |
| 59 | Signal Advisors Wealth, LLC | 59,231 | $1.5M | 0.15% | 2025-12-31 |
| 60 | Mayflower Financial Advisors, LLC | 59,015 | $1.5M | 0.14% | 2025-12-31 |
| 61 | IHT Wealth Management, LLC | 58,190 | $1.5M | 0.14% | 2025-12-31 |
| 62 | Wilian Securities, LLC | 57,964 | $1.5M | 0.14% | 2025-12-31 |
| 63 | Verdence Capital Advisors LLC | 56,776 | $1.4M | 0.14% | 2025-12-31 |
| 64 | Redwood Financial Network Corp | 56,356 | $1.4M | 0.14% | 2025-12-31 |
| 65 | 9823 Capital, L.P. | 56,010 | $1.4M | 0.14% | 2025-12-31 |
| 66 | Cottage Street Advisors LLC | 55,486 | $1.4M | 0.14% | 2025-12-31 |
| 67 | Stratos Wealth Partners, LTD. | 52,153 | $1.3M | 0.13% | 2025-12-31 |
| 68 | Heritage Family Offices, LLP | 51,760 | $1.3M | 0.13% | 2025-09-30 |
| 69 | Sunflower Bank, N.A. | 51,121 | $1.3M | 0.12% | 2025-12-31 |
| 70 | Aptus Capital Advisors, LLC | 50,734 | $1.3M | 0.12% | 2025-12-31 |
| 71 | Steward Partners Investment Advisory, LLC | 49,229 | $1.2M | 0.12% | 2025-12-31 |
| 72 | Stratos Investment Management, LLC | 46,328 | $1.2M | 0.11% | 2025-12-31 |
| 73 | Worth Asset Management, LLC | 45,939 | $1.2M | 0.11% | 2025-12-31 |
| 74 | JANE STREET GROUP, LLC | 43,304 | $1.1M | 0.10% | 2025-09-30 |
| 75 | J.W. COLE ADVISORS, INC. | 43,578 | $1.1M | 0.11% | 2025-12-31 |
| 76 | ADAMSBROWN WEALTH CONSULTANTS LLC | 40,590 | $1.0M | 0.10% | 2025-12-31 |
| 77 | MERCER GLOBAL ADVISORS INC /ADV | 37,829 | $949.5K | 0.09% | 2025-12-31 |
| 78 | Summit Financial, LLC | 33,861 | $849.9K | 0.08% | 2025-12-31 |
| 79 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 32,119 | $806.2K | 0.08% | 2025-12-31 |
| 80 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31,570 | $792.4K | 0.08% | 2025-12-31 |
| 81 | BANK OF AMERICA CORP /DE/ | 29,712 | $745.8K | 0.07% | 2025-12-31 |
| 82 | CITADEL ADVISORS LLC | 28,221 | $708.3K | 0.07% | 2025-09-30 |
| 83 | Perigon Wealth Management, LLC | 26,700 | $670.2K | 0.06% | 2025-12-31 |
| 84 | Intrua Financial, LLC | 26,327 | $660.8K | 0.06% | 2025-12-31 |
| 85 | IAMS WEALTH MANAGEMENT, LLC | 25,628 | $643.3K | 0.06% | 2025-09-30 |
| 86 | Simplicity Wealth,LLC | 22,853 | $573.6K | 0.05% | 2025-12-31 |
| 87 | NewEdge Advisors, LLC | 22,743 | $570.8K | 0.05% | 2025-12-31 |
| 88 | Sequent Planning LLC | 21,929 | $550.4K | 0.05% | 2025-12-31 |
| 89 | Rockefeller Capital Management L.P. | 21,722 | $545.2K | 0.05% | 2025-12-31 |
| 90 | OPPENHEIMER & CO INC | 21,500 | $539.6K | 0.05% | 2025-12-31 |
| 91 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,448 | $538.3K | 0.05% | 2025-12-31 |
| 92 | Richmond Investment Services, LLC | 21,303 | $534.7K | 0.05% | 2025-12-31 |
| 93 | PRINCIPAL SECURITIES, INC. | 20,938 | $525.5K | 0.05% | 2025-12-31 |
| 94 | ORG Partners LLC | 20,418 | $512.5K | 0.05% | 2025-12-31 |
| 95 | WHITTIER TRUST CO | 19,924 | $500.5K | 0.05% | 2025-12-31 |
| 96 | Asset Allocation Strategies LLC | 18,091 | $454.1K | 0.04% | 2025-12-31 |
| 97 | PAX Financial Group, LLC | 17,883 | $448.9K | 0.04% | 2025-12-31 |
| 98 | Tower Research Capital LLC (TRC) | 17,786 | $446.4K | 0.04% | 2025-09-30 |
| 99 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16,626 | $417.3K | 0.04% | 2025-12-31 |
| 100 | Koshinski Asset Management, Inc. | 16,050 | $402.9K | 0.04% | 2025-12-31 |
| 101 | Global Retirement Partners, LLC | 15,452 | $387.9K | 0.03% | 2025-12-31 |
| 102 | AMERIFLEX GROUP, INC. | 14,750 | $370.2K | 0.03% | 2025-12-31 |
| 103 | HOWARD WEALTH MANAGEMENT, LLC | 14,579 | $365.9K | 0.03% | 2025-12-31 |
| 104 | Fiduciary Alliance LLC | 14,285 | $358.6K | 0.03% | 2025-12-31 |
| 105 | WBI INVESTMENTS, LLC | 14,023 | $352.0K | 0.03% | 2025-09-30 |
| 106 | Trademark Financial Management, LLC | 13,827 | $347.1K | 0.03% | 2025-12-31 |
| 107 | GRIMES & COMPANY, INC. | 11,622 | $291.7K | 0.02% | 2025-12-31 |
| 108 | FOUNDERS FINANCIAL SECURITIES LLC | 11,233 | $281.9K | 0.02% | 2025-12-31 |
| 109 | Sowell Financial Services LLC | 11,081 | $278.1K | 0.02% | 2025-12-31 |
| 110 | TWO SIGMA SECURITIES, LLC | 10,676 | $268.0K | 0.02% | 2025-12-31 |
| 111 | MML INVESTORS SERVICES, LLC | 10,643 | $267.1K | 0.02% | 2025-12-31 |
| 112 | Farther Finance Advisors, LLC | 9,878 | $247.9K | 0.02% | 2025-12-31 |
| 113 | SHEETS SMITH WEALTH MANAGEMENT | 9,725 | $244.1K | 0.02% | 2025-12-31 |
| 114 | Geneos Wealth Management Inc. | 9,702 | $243.5K | 0.02% | 2025-12-31 |
| 115 | GOLDMAN SACHS GROUP INC | 9,642 | $242.0K | 0.02% | 2025-12-31 |
| 116 | Empirical Asset Management, LLC | 9,475 | $237.8K | 0.02% | 2025-12-31 |
| 117 | Asset One Wealth Management LLC | 9,443 | $237.3K | 0.02% | 2025-12-31 |
| 118 | BENJAMIN EDWARDS INC | 9,254 | $232.3K | 0.02% | 2025-09-30 |
| 119 | BLAIR WILLIAM & CO/IL | 8,871 | $222.7K | 0.02% | 2025-12-31 |
| 120 | HHM Wealth Advisors, LLC | 8,855 | $222.3K | 0.02% | 2025-12-31 |
| 121 | Mendel Money Management | 8,460 | $212.3K | 0.02% | 2025-12-31 |
| 122 | Signature Equity Partners, LLC | 8,435 | $211.7K | 0.02% | 2025-12-31 |
| 123 | MEITAV INVESTMENT HOUSE LTD | 8,422 | $210.2K | 0.02% | 2025-12-31 |
| 124 | KRAEMATON INVESTMENT ADVISORS, INC | 8,338 | $209.3K | 0.02% | 2025-09-30 |
| 125 | Uniting Wealth Partners, LLC | 8,311 | $208.6K | 0.02% | 2025-09-30 |
| 126 | Advisors Asset Management, Inc. | 7,106 | $178.4K | 0.01% | 2025-09-30 |
| 127 | PRIVATE TRUST CO NA | 6,330 | $158.9K | 0.01% | 2025-12-31 |
| 128 | MATRIX PRIVATE CAPITAL GROUP LLC | 5,800 | $145.6K | 0.01% | 2025-12-31 |
| 129 | Tortoise Investment Management, LLC | 4,950 | $124.2K | 0.01% | 2025-09-30 |
| 130 | Golden State Wealth Management, LLC | 3,883 | $97.5K | 0.00% | 2025-12-31 |
| 131 | Keating Financial Advisory Services, Inc. | 3,860 | $96.9K | 0.00% | 2025-12-31 |
| 132 | NBC SECURITIES, INC. | 3,335 | $83.7K | 0.00% | 2025-12-31 |
| 133 | US BANCORP \DE\ | 2,428 | $60.9K | 0.00% | 2025-12-31 |
| 134 | Allworth Financial LP | 1,993 | $50.0K | 0.00% | 2025-12-31 |
| 135 | CoreCap Advisors, LLC | 1,824 | $45.8K | 0.00% | 2025-12-31 |
| 136 | SIGNATUREFD, LLC | 1,414 | $35.5K | 0.00% | 2025-12-31 |
| 137 | PNC Financial Services Group, Inc. | 1,405 | $35.3K | 0.00% | 2025-12-31 |
| 138 | GABLES CAPITAL MANAGEMENT INC. | 1,000 | $25.1K | 0.00% | 2025-12-31 |
| 139 | Cresta Advisors, Ltd. | 973 | $24.4K | 0.00% | 2025-12-31 |
| 140 | JFS WEALTH ADVISORS, LLC | 947 | $23.8K | 0.00% | 2025-12-31 |
| 141 | Camelot Portfolios, LLC | 748 | $18.8K | 0.00% | 2025-12-31 |
| 142 | Spire Wealth Management | 619 | $15.5K | 0.00% | 2025-12-31 |
| 143 | Advisory Services Network, LLC | 566 | $14.2K | 0.00% | 2025-09-30 |
| 144 | Benson Wealth Management INC | 411 | $10.3K | 0.00% | 2025-12-31 |
| 145 | CIBC Private Wealth Group LLC | 407 | $10.2K | 0.00% | 2025-12-31 |
| 146 | Garton & Associates Financial Advisors LLC | 400 | $10.0K | 0.00% | 2025-12-31 |
| 147 | JPMORGAN CHASE & CO | 359 | $9.0K | 0.00% | 2025-12-31 |
| 148 | Cambridge Investment Research Advisors, Inc. | 307,709 | $7.7K | 0.78% | 2025-12-31 |
| 149 | COMERICA BANK | 285 | $7.2K | 0.00% | 2025-12-31 |
| 150 | AE Wealth Management LLC | 173 | $4.3K | 0.00% | 2025-12-31 |
| 151 | NATIONAL BANK OF CANADA /FI/ | 164 | $4.1K | 0.00% | 2025-12-31 |
| 152 | Pineridge Advisors LLC | 162 | $4.1K | 0.00% | 2025-09-30 |
| 153 | Concord Wealth Partners | 159 | $4.0K | 0.00% | 2025-12-31 |
| 154 | Elequin Capital, LP | 142 | $3.6K | 0.00% | 2025-12-31 |
| 155 | TUCKER ASSET MANAGEMENT LLC | 109 | $2.7K | 0.00% | 2025-12-31 |
| 156 | CREATIVE FINANCIAL DESIGNS INC /ADV | 95 | $2.4K | 0.00% | 2025-12-31 |
| 157 | Cullen/Frost Bankers, Inc. | 59 | $1.5K | 0.00% | 2025-12-31 |
| 158 | Betterment LLC | 50,338 | $1.3K | 0.12% | 2025-12-31 |
| 159 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47,637 | $1.2K | 0.12% | 2025-12-31 |
| 160 | BNP PARIBAS FINANCIAL MARKETS | 45 | $1.1K | 0.00% | 2025-12-31 |
| 161 | Arete Wealth Advisors, LLC | 24,048 | $604 | 0.06% | 2025-12-31 |
| 162 | LaSalle St. Investment Advisors, LLC | 15,543 | $390 | 0.03% | 2025-12-31 |
| 163 | Janney Montgomery Scott LLC | 14,211 | $357 | 0.03% | 2025-12-31 |
| 164 | Community Bank & Trust, Waco, Texas | 13,750 | $345 | 0.03% | 2025-12-31 |
| 165 | FLOW TRADERS U.S. LLC | 11,921 | $299 | 0.03% | 2025-09-30 |
| 166 | CWM, LLC | 6,836 | $172 | 0.01% | 2025-12-31 |
| 167 | Sound Income Strategies, LLC | 1 | $27 | 0.00% | 2025-12-31 |
| 168 | Beacon Capital Management, Inc. | 1 | $6 | 0.00% | 2025-09-30 |