INVESCO
CUSIP 46138J528
Invesco has 2 institutional holders in Filings Flow’s 13F database, together reporting 881 shares worth $21,613 as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Lpl Financial LLC, and Invesco Ltd..
Institutional Holders
2
Q1 2026
Reported Value
$21,613
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Reliant Wealth Planning$331M AUM | 0.80% | $2M | 83.4K | Q2 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.64% | $4M | 177.9K | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.63% | $3M | 139.8K | Q3 2025OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.38% | $2M | 70.1K | Q3 2025OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.37% | $431,151 | 17.6K | Q3 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.34% | $602,006 | 24.5K | Q3 2025OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.30% | $1M | 51.8K | Q3 2025OLDER |
| Farmers National Bank$453M AUM | 0.29% | $1M | 50.0K | Q4 2025OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.25% | $424,969 | 17.3K | Q3 2025OLDER |
| Horizons Wealth Management$152M AUM | 0.22% | $325,545 | 13.3K | Q3 2025OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.22% | $600,931 | 24.5K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.22% | $3M | 105.9K | Q3 2025OLDER |
| Tassel Capital Management, Inc.$184M AUM | 0.21% | $328,455 | 13.4K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.21% | $3M | 126.2K | Q3 2025OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.21% | $541,785 | 22.1K | Q3 2025OLDER |
| PAX Financial Group, LLC$586M AUM | 0.20% | $1M | 45.8K | Q3 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.20% | $768,142 | 31.3K | Q3 2025OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.16% | $507,569 | 20.7K | Q3 2025OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.15% | $786,019 | 32.0K | Q3 2025OLDER |
| YANKCOM Partnership$243M AUM | 0.14% | $320,345 | 13.1K | Q3 2025OLDER |
| River Street Advisors LLC$296M AUM | 0.14% | $366,478 | 14.9K | Q3 2025OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.14% | $300,603 | 12.3K | Q3 2025OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.14% | $436,913 | 17.8K | Q3 2025OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.13% | $2M | 93.1K | Q3 2025OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.13% | $941,066 | 38.4K | Q3 2025OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $383,009 | 15.6K | Q3 2025OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.12% | $367,140 | 15.0K | Q3 2025OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.11% | $271,614 | 11.1K | Q3 2025OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.11% | $482,800 | 19.7K | Q3 2025OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.11% | $201,105 | 8.2K | Q3 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.10% | $631,964 | 25.8K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.10% | $1M | 42.0K | Q3 2025OLDER |
| TLWM$615M AUM | 0.09% | $527,607 | 21.5K | Q3 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.09% | $690,163 | 28.1K | Q3 2025OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.09% | $1M | 42.4K | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.09% | $5M | 191.2K | Q3 2025OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.09% | $718,092 | 29.3K | Q3 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.09% | $1M | 60.3K | Q3 2025OLDER |
| Collier Financial$131M AUM | 0.08% | $102,002 | 4.2K | Q3 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.08% | $346,367 | 14.1K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $270,364 | 11.0K | Q3 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.06% | $733,000 | 29.9K | Q3 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 42.7K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.06% | $1M | 58.7K | Q2 2025OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.06% | $216,139 | 8.8K | Q3 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.06% | $674,339 | 27.5K | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.05% | $233,969 | 9.5K | Q3 2025OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.04% | $206,108 | 8.4K | Q3 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $541,500 | 22.1K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 185.9K | Q3 2025OLDER |
| CRA Financial Services, LLC$770M AUM | 0.04% | $245,400 | 10.0K | Q2 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.04% | $3M | 106.6K | Q2 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.03% | $477,134 | 19.5K | Q3 2025OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $246,844 | 10.1K | Q3 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.03% | $180,614 | 7.4K | Q2 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $835,770 | 34.1K | Q3 2025OLDER |
| Heritage Trust Co$997M AUM | 0.03% | $246,084 | 10.0K | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.03% | $247,400 | 10.1K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $624,897 | 25.5K | Q3 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $350,131 | 14.3K | Q3 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.02% | $262,342 | 10.7K | Q2 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $431,710 | 17.6K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $6,034 | 246.0K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $4M | 150.0K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 82.9K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $166,157 | 6.8K | Q3 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $21,589 | 880 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $434,152 | 17.7K | Q3 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $230,903 | 9.4K | Q3 2025OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $167,751 | 6.8K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 51.3K | Q3 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $243,288 | 9.9K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $237,406 | 9.7K | Q3 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.01% | $981,489 | 40.0K | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $73,620 | 3.0K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 188.1K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $250,007 | 10.2K | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 47.6K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $320,664 | 13.1K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $287,065 | 11.7K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 81.5K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $510,561 | 20.8K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $556,676 | 22.7K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $280,002 | 11.4K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $125,862 | 5.1K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $390,032 | 15.9K | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $20,846 | 850 | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $772,216 | 31.5K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 85.6K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $229,881 | 9.4K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 635.5K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 405.4K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $842,017 | 34.3K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $206,157 | 8.4K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $368,640 | 15.0K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 76.5K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 113.3K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $99,706 | 4.1K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1,307 | 53.3K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $108,351 | 4.4K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 187.1K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 321.3K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $68,695 | 2.8K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 140.2K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $809,423 | 33.0K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $472,341 | 19.3K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $14,445 | 589 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 53.6K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $533,092 | 21.7K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $456,009 | 18.6K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $927,055 | 37.8K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 149.4K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $578,810 | 23.6K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 301.4K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $367,040 | 15.0K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $604,688 | 24.7K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $62,730 | 2.6K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 83.4K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 58.9K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 198.8K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 75.1K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $9,199 | 375 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $116,706 | 4.8K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $440,224 | 17.9K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $70,926 | 2.9K | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $14 | 1 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $24 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $25 | 1 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.