Institutional Ownership
Invesco Actively Managed Exc
CUSIP 46090A879VAR RATE INVTVRIGQ1 2026
13D / 13G Filings
17
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
42.1%
Max % of class reported
Institutional Holders
161
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
17 filings · latest Feb 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 12, 2026 | Invesco Ltd. | 13G/A | 24.6% | 13.34M | SEC |
| 2 | Nov 6, 2025 | Invesco Ltd. | 13G/A | 20.6% | 10.55M | SEC |
| 3 | Apr 7, 2025 | Invesco Ltd. | 13G/A | 21.7% | 12.47M | SEC |
| 4 | Feb 7, 2025 | Invesco Ltd. | 13G/A | 28.5% | 12.66M | SEC |
| 5 | Aug 9, 2024 | Invesco Ltd. | 13G/A | 29.6% | 12.66M | SEC |
| 6 | Feb 12, 2024 | Invesco Ltd. | 13G/A | 21.6% | 7.02M | SEC |
| 7 | Nov 13, 2023 | Invesco Ltd. | 13G/A | 22.8% | 7.02M | SEC |
| 8 | Feb 2, 2023 | Invesco Ltd. | 13G/A | 30.3% | 6.77M | SEC |
| 9 | Mar 10, 2022 | Invesco Ltd. | 13G/A | 26.9% | 6.08M | SEC |
| 10 | Feb 11, 2022 | Invesco Ltd. | 13G/A | 33.5% | 6.36M | SEC |
7 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Invesco Actively Managed Exc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Invesco Ltd. | 13.12M | $328.42M |
| 2 | Lpl Financial LLC | 5.16M | $129.30M |
| 3 | Morgan Stanley | 2.88M | $71.99M |
| 4 | Bank Of New York Mellon Corp | 1.78M | $44.61M |
| 5 | Osaic Holdings, Inc. | 1.45M | $36.25M |
| 6 | Fiduciary Planning LLC | 989.8K | $24.78M |
| 7 | Raymond James Financial Inc | 838.9K | $21.00M |
| 8 | Stifel Financial Corp | 811.5K | $20.32M |
| 9 | Harfst & Associates, Inc. | 789.7K | $19.77M |
| 10 | Cherry Creek Investment Advisors, Inc. | 681.0K | $17.05M |