Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A721AAA CLO FLTNG RTICLOQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
10.1%
Max % of class reported
Institutional Holders
90
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Feb 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 6, 2026 | Invesco Ltd. | 13G/A | 10.1% | 1.61M | SEC |
| 2 | Feb 6, 2026 | Invesco Ltd. | 13G/A | 9.6% | 1.61M | SEC |
| 3 | Nov 6, 2025 | Invesco Ltd. | 13G | 6.5% | 955.8K | SEC |
| 4 | Oct 28, 2025 | Bank Of New York Mellon Corp | 13G/A | 7.5% | 1.10M | SEC |
| 5 | Jul 18, 2025 | Bank Of New York Mellon Corp | 13G/A | 8.8% | 1.09M | SEC |
| 6 | Apr 21, 2025 | Bank Of New York Mellon Corp | 13G | 7.6% | 1.06M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 3.75M | $95.58M |
| 2 | Invesco Ltd. | 1.54M | $39.33M |
| 3 | Bank Of New York Mellon Corp | 949.5K | $24.22M |
| 4 | Cetera Investment Advisers | 412.5K | $10.52M |
| 5 | Modern Wealth Management, LLC | 412.0K | $10.51M |
| 6 | Flagship Harbor Advisors, LLC | 370.8K | $9.46M |
| 7 | Kingsview Wealth Management, LLC | 366.0K | $9.34M |
| 8 | Independent Advisor Alliance | 363.6K | $9.28M |
| 9 | Private Advisor Group, LLC | 357.9K | $9.13M |
| 10 | Concurrent Investment Advisors, LLC | 285.9K | $7.29M |