Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A697S&P 500 EQUAL WERSPAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
69
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Invesco Ltd. | 4.30M | $215.05M |
| 2 | Lpl Financial LLC | 989.3K | $49.46M |
| 3 | Jones Financial Companies Lllp | 418.2K | $20.63M |
| 4 | Morgan Stanley | 406.0K | $20.30M |
| 5 | Wells Fargo & Company/Mn | 314.6K | $15.73M |
| 6 | Matthew Goff Investment Advisor, LLC | 71.3K | $13.68M |
| 7 | Ubs Group AG | 252.8K | $12.64M |
| 8 | Cetera Investment Advisers | 206.5K | $10.32M |
| 9 | Retirement Financial Solutions, LLC | 186.8K | $9.34M |
| 10 | Prevail Innovative Wealth Advisors, LLC | 167.7K | $8.39M |