IROCINVESCO ACTIVELY MANAGED EXC
CUSIP 46090A747 · Yahoo Finance ↗ · Google Finance ↗
Invesco Actively Managed Exc (IROC) has 16 institutional holders in Filings Flow’s 13F database, together reporting 272.7K shares worth $14M as of Q1 2026. The largest reported holders are Invesco Ltd., Able Financial Group, LLC, and Arax Advisory Partners.
Institutional Holders
16
Q1 2026
Reported Value
$14M
Ticker
IROC
Quarters Tracked
14
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Invesco Ltd.$653.3B AUM | 0.00% | $10M | 195.1K | Q2 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.53% | $3M | 53.6K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.06% | $2M | 44.0K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.07% | $2M | 38.6K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.04% | $2M | 30.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 26.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $945,895 | 18.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $752,119 | 14.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $743,744 | 14.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $511,199 | 10.1K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $324,415 | 6.4K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.02% | $310,746 | 6.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $269,440 | 5.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $259,921 | 5.2K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $238,915 | 4.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $17,022 | 336 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,060 | 160 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $7,097 | 140 | Q4 2025OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $5,037 | 100 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,511 | 30 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.