IVZ
Invesco Ltd.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Prairie Wealth Advisors, Inc. | $1.5B | 0 | 0.17% | Unchanged |
Commonwealth Equity Services, Llc | $1B | 12.00M | 0.32% | +16.0% |
Vantagepoint Investment Advisers Llc | $953.5M | 6.99M | 2.67% | -13.8% |
Cambridge Investment Research Advisors, Inc. | $778M | 8.32M | 0.46% | -0.3% |
Truist Financial Corp | $732.4M | 5.66M | 0.47% | Exited |
Wealth Enhancement Advisory Services, Llc | $531M | 8.74M | 0.15% | Exited |
Kestra Advisory Services, Llc | $428.1M | 4.49M | 0.38% | +9.1% |
Japan Science & Technology Agency | $408.7M | 1.96M | 7.42% | -22.7% |
Meitav Investment House Ltd | $392.9M | 2.71M | 1.12% | +96.9% |
Thurston, Springer, Miller, Herd & Titak, Inc. | $376.1M | 2.2K | 0.19% | Exited |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | $351.1M | 1.77M | 1.59% | -0.4% |
Fusion Family Wealth, Llc | $289.1M | 2.21M | 14.15% | +0.1% |
D.A. Davidson & Co. | $232.6M | 3.25M | 0.66% | +3.6% |
Trust Co Of Tennessee | $208.1M | 1.00M | 36.83% | +1.3% |
Mirae Asset Global Investments Co., Ltd. | $201.8M | 3.73M | 0.21% | Exited |
Creative Planning | $198.1M | 2.68M | 0.04% | Exited |
Principle Wealth Partners Llc | $191.5M | 2.84M | 8.00% | -5.8% |
Harel Insurance Investments & Financial Services Ltd. | $160.8M | 1.76M | 0.69% | New Position |
Eastern Bank | $158.6M | 787.4K | 2.28% | Unchanged |
Capital Asset Advisory Services Llc | $150.1M | 2.19M | 2.89% | -7.6% |
First Interstate Bank | $149.3M | 717.9K | 7.93% | -1.8% |
Axiom Investment Management Llc | $143.2M | 1.5K | 0.06% | Unchanged |
Choreo, Llc | $142.8M | 1.32M | 1.17% | +12.5% |
Temasek Holdings (Private) Ltd | $141.3M | 1.62M | 0.38% | -2.5% |
Farther Finance Advisors, Llc | $141.1M | 1.65M | 0.27% | +181.6% |
Corecap Advisors, Llc | $139.6M | 1.04M | 3.44% | Exited |
Brookstone Capital Management | $135.2M | 1.76M | 0.63% | -0.3% |
Sigfig Wealth Management, Llc | $131.3M | 6.72M | 3.22% | Exited |
Berman Mcaleer Llc | $126.7M | 2.00M | 9.75% | +0.2% |
Bell Bank | $126.1M | 606.1K | 4.75% | +0.2% |
Valeo Financial Advisors, Llc | $121.2M | 595.6K | 2.51% | +0.2% |
Cliftonlarsonallen Wealth Advisors, Llc | $117.7M | 4.77M | 1.24% | +3.4% |
Arbor Investment Advisors, Llc | $115.3M | 2.12M | 13.10% | -9.9% |
Concurrent Investment Advisors, Llc | $110.4M | 1.25M | 0.21% | Exited |
Perigon Wealth Management, Llc | $109M | 1.49M | 0.50% | +3.1% |
Hb Wealth Management, Llc | $108.7M | 1.04M | 0.34% | +125.8% |
Venture Visionary Partners Llc | $105.5M | 650.0K | 2.09% | +0.5% |
Means Investment Co., Inc. | $105.1M | 1.65M | 7.59% | +1.3% |
Gr Financial Group, Llc | $99.5M | 478.1K | 13.18% | +0.1% |
Sage Financial Group Inc | $93.7M | 450.4K | 5.18% | +10.5% |
New England Private Wealth Advisors Llc | $93.1M | 1.31M | 3.12% | +0.5% |
Vanderbilt University | $91.3M | 438.7K | 11.10% | +0.4% |
Klingman & Associates, Llc | $89.6M | 1.08M | 1.97% | New Position |
Focus Financial Network, Inc. | $85.5M | 942.4K | 1.18% | Exited |
Rmg Wealth Management Llc | $85.1M | 1.33M | 8.77% | New Position |
Allen Investment Management, Llc | $84.8M | 450.4K | 0.91% | Unchanged |
Prairie Advisory, Llc | $84.6M | 1.06M | 2.05% | +127.8% |
Annex Advisory Services, Llc | $84.3M | 974.9K | 1.16% | Exited |
Sepio Capital, Lp | $84M | 419.5K | 3.34% | +172.4% |
Armbruster Capital Management, Inc. | $82M | 926.3K | 6.30% | Unchanged |