Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A804TOTAL RETURNGTOQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
199
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 | Lpl Financial LLC | 4.83M | $225.96M |
| 2 | Bank Of America Corp /De/ | 3.81M | $178.52M |
| 3 | Envestnet Asset Management Inc | 3.29M | $153.90M |
| 4 | Osaic Holdings, Inc. | 2.66M | $124.62M |
| 5 | Invesco Ltd. | 2.00M | $93.69M |
| 6 | Cwm, LLC | 1.79M | $83.67M |
| 7 | Morgan Stanley | 1.62M | $75.90M |
| 8 | Bank Of New York Mellon Corp | 1.33M | $62.34M |
| 9 | Private Advisor Group, LLC | 1.27M | $59.24M |
| 10 | Brio Consultants, LLC | 1.19M | $55.97M |