InvescoIVZ
13F holders, Q1 2025 (March 31)517holders −8
61new positions
69sold out
10famous investors
$15.14avg. 13F price*
At the end of Q1 2025, 517 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, down 8 from Q4 2024. 61 opened new positions and 69 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.2B), Vanguard Group Inc. ($747.3M) and BlackRock, Inc. ($726.6M). 10 famous investors held it, including Nelson Peltz (9.4% of Trian Fund Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $119.7M |
| Exits | 69 | $120.4M |
All 13F filers, Q4 2024 → Q1 2025: 33,681,635 shares bought and 29,876,788 shares sold, net +3,804,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Massachusetts Mutual Life Insurance Co. | 83.19% | No change | 81,332,319 | $1.2B |
| Vanguard Group Inc. | 0.01% | Reduce -4.3% | 49,262,299 | $747.3M |
| BlackRock, Inc. | 0.02% | Reduce -12.8% | 47,899,333 | $726.6M |
| Trian Fund Management | 9.41% | No change | 23,173,442 | $351.5M |
| State Street Corp. | 0.01% | Add +1.3% | 21,928,364 | $332.7M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -1.8% | 19,746,797 | $299.6M |
| Geode Capital Management, LLC | 0.01% | Add +6.1% | 11,019,327 | $166.9M |
| AQR Capital Management | 0.17% | Add +35.4% | 11,028,524 | $165.3M |
| Northern Trust Corp. | 0.02% | Add +11.3% | 7,083,410 | $107.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +99.6% | 7,026,920 | $106.6M |
| Alliancebernstein L.P. | 0.04% | Add +9.5% | 6,985,352 | $106.0M |
| Morgan Stanley | 0.01% | Add +9.8% | 6,546,326 | $99.3M |
| UBS Group AG | 0.02% | Add +68.7% | 6,127,705 | $93.0M |
| Fisher Asset Management | 0.03% | Add +4.6% | 4,743,059 | $72.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 4,452,945 | $67.6M |
| Citadel Advisors | 0.06% | Add +40.2% | 4,026,035 | $61.1M |
| Norges Bank | 0.01% | No change | 3,287,134 | $49.9M |
| Balyasny Asset Management L.P. | 0.12% | New | 3,220,523 | $48.9M |
| Deutsche Bank AG | 0.02% | Reduce -10.8% | 2,975,059 | $45.1M |
| Amundi | 0.02% | Add +20.8% | 3,204,847 | $44.3M |
| Voloridge Investment Management, LLC | 0.16% | Add +6.0% | 2,876,305 | $43.6M |
| Barclays PLC | 0.02% | Add +3.3% | 2,751,707 | $41.7M |
| Millennium Management | 0.04% | Reduce -63.3% | 2,652,802 | $40.2M |
| Two Sigma Advisers, LP | 0.09% | Reduce -30.8% | 2,609,800 | $39.6M |
| Marshall Wace, LLP | 0.05% | Add +1891.8% | 2,568,814 | $39.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 2,492,717 | $37.8M |
| Nuveen, LLC | 0.01% | — | 1,920,751 | $29.1M |
| Bank of America Corp. | 0.00% | Add +53.8% | 1,896,058 | $28.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -12.2% | 1,888,286 | $28.6M |
| Letko, Brosseau & Associates Inc. | 0.51% | Reduce -1.1% | 1,592,863 | $24.2M |
| Macquarie Group Ltd. | 0.03% | Add +16.1% | 1,581,399 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Add +18.1% | 1,517,878 | $23.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +94.4% | 1,486,667 | $22.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +44.0% | 1,427,515 | $21.7M |
| Principal Financial Group Inc. | 0.01% | Add +177.3% | 1,398,364 | $21.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.2% | 1,228,607 | $18.6M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -12.4% | 1,498,442 | $18.2M |
| Swiss Life Asset Management Ltd | 0.13% | Reduce -0.2% | 1,177,521 | $17.9M |
| Allianz Asset Management GmbH | 0.02% | Add +16.8% | 1,073,314 | $16.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 1,046,667 | $15.9M |
| Squarepoint Ops LLC | 0.04% | Reduce -16.3% | 1,042,677 | $15.8M |
| ExodusPoint Capital Management, LP | 0.20% | New | 1,025,208 | $15.6M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 976,702 | $14.8M |
| AXA S.A. | 0.05% | Add +949.6% | 957,468 | $14.5M |
| Jefferies Financial Group Inc. | 0.26% | New | 951,449 | $14.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -64.0% | 841,369 | $12.8M |
| Man Group plc | 0.04% | Reduce -8.6% | 826,566 | $12.5M |
| Basswood Capital Management, L.L.C. | 0.70% | New | 815,699 | $12.4M |
| Rhumbline Advisers | 0.01% | Add +20.3% | 790,044 | $12.0M |
| Legal & General Group Plc | 0.00% | Add +19.7% | 789,263 | $12.0M |
| Cerity Partners LLC | 0.02% | Reduce -1.4% | 788,774 | $12.0M |
| AE Wealth Management LLC | 0.10% | Reduce -12.3% | 758,506 | $11.5M |
| Swiss National Bank | 0.01% | Reduce -1.6% | 653,100 | $9.9M |
| Wealthcare Capital Management LLC | 0.92% | Reduce -5.2% | 597,545 | $9.1M |
| Prudential Financial Inc. | 0.01% | Add +496.1% | 576,959 | $8.8M |
| HSBC Holdings PLC | 0.01% | Reduce -41.7% | 542,110 | $8.2M |
| California Public Employees Retirement System | 0.01% | Reduce -2.6% | 532,412 | $8.1M |
| D. E. Shaw & Co. | 0.01% | Add +474.4% | 529,538 | $8.0M |
| Quantinno Capital Management LP | 0.05% | Add +62.1% | 527,531 | $8.0M |
| Tudor Investment Corporation | 0.07% | Add +61.5% | 521,151 | $7.9M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Add +50.0% | 493,073 | $7.5M |
| Bank of Nova Scotia | 0.02% | Add +25.6% | 490,827 | $7.4M |
| Algert Global LLC | 0.18% | Reduce -5.0% | 482,497 | $7.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.9% | 460,876 | $7.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +36.8% | 458,190 | $7.0M |
| FMR LLC | 0.00% | Reduce -7.1% | 455,404 | $6.9M |
| Citigroup Inc. | 0.01% | Add +93.4% | 439,250 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Add +8.5% | 405,269 | $6.1M |
| GMO | 0.02% | Add +97.7% | 401,508 | $6.1M |
| LBP Am SA | 0.09% | Reduce -4.2% | 395,855 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 391,777 | $5.9M |
| Verition Fund Management LLC | 0.03% | Add +85.3% | 384,407 | $5.8M |
| Olstein Capital Management, L.P. | 1.06% | Reduce -19.1% | 380,020 | $5.8M |
| Wesleyan Assurance Society | 0.42% | No change | 372,873 | $5.7M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -43.9% | 371,100 | $5.6M |
| Ieq Capital, LLC | 0.04% | Reduce -27.1% | 357,154 | $5.4M |
| Live Oak Private Wealth LLC | 0.85% | Add +8.6% | 347,642 | $5.3M |
| Vontobel Holding Ltd. | 0.02% | Add +8.7% | 347,316 | $5.3M |
| National Bank of Canada | 0.01% | Reduce -34.9% | 343,627 | $5.2M |
| Cacti Asset Management LLC | 0.39% | Add +2.1% | 333,017 | $5.1M |
| Capital Fund Management S.A. | 0.06% | New | 331,196 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -12.9% | 329,345 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 317,417 | $4.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 313,857 | $4.8M |
| Cinctive Capital Management LP | 0.37% | New | 307,455 | $4.7M |
| Quantbot Technologies LP | 0.15% | Add +184.5% | 304,141 | $4.6M |
| South Dakota Investment Council | 0.09% | No change | 295,113 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +81.1% | 283,699 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +48.1% | 279,388 | $4.2M |
| New York State Common Retirement Fund | 0.01% | Add +11.6% | 258,990 | $3.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -1.2% | 258,351 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -41.3% | 256,714 | $3.9M |
| Gifford Fong Associates | 0.96% | No change | 255,393 | $3.9M |
| Poehling Capital Management, INC. | 0.98% | Add +0.2% | 254,761 | $3.9M |
| PEAK6 LLC | 0.15% | Add +373.0% | 248,151 | $3.8M |
| American Financial Group Inc. | 1.63% | No change | 245,000 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +110.0% | 244,800 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +33.2% | 242,343 | $3.7M |
| Mubadala Investment Co PJSC | 0.02% | Add +7.3% | 236,500 | $3.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.4% | 234,956 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +52.2% | 233,209 | $3.5M |
| Jump Financial, LLC | 0.05% | Add +30.2% | 231,218 | $3.5M |
| Sei Investments Co. | 0.00% | Add +6.5% | 215,587 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +11.8% | 214,102 | $3.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +19.7% | 214,018 | $3.2M |
| Engineers Gate Manager LP | 0.05% | Reduce -23.1% | 202,516 | $3.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +25.7% | 199,155 | $3.0M |
| LPL Financial LLC | 0.00% | Add +1.5% | 194,827 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 188,543 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.6% | 185,528 | $2.8M |
| ProShare Advisors LLC | 0.01% | Add +4.3% | 181,801 | $2.8M |
| HRT Financial LP | 0.02% | Add +53.0% | 172,038 | $2.6M |
| Rathbones Group PLC | 0.01% | Reduce -0.3% | 171,680 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Add +1.2% | 171,125 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -39.2% | 171,207 | $2.6M |
| Storebrand Asset Management As | 0.01% | Reduce -8.1% | 168,596 | $2.6M |
| Toronto Dominion Bank | 0.01% | Reduce -60.9% | 168,420 | $2.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.1% | 167,191 | $2.5M |
| Cwm, LLC | 0.01% | Add +0.5% | 163,434 | $2.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.9% | 160,174 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +78.2% | 160,019 | $2.4M |
| Alaska Permanent Fund Corp | 0.03% | No change | 171,220 | $2.4M |
| Gabelli Funds LLC | 0.02% | No change | 155,000 | $2.4M |
| Renaissance Technologies | 0.00% | Add +242.0% | 153,900 | $2.3M |
| Econ Financial Services Corp | 1.22% | Add +24.4% | 151,166 | $2.3M |
| Erste Asset Management GmbH | 0.03% | Add +8.0% | 140,617 | $2.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +14.2% | 139,643 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.5% | 134,643 | $2.0M |
| American Century Companies Inc. | 0.00% | Reduce -2.6% | 133,993 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | No change | 132,206 | $2.0M |
| Continental Advisors LLC | 1.48% | Reduce -22.7% | 131,690 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +4.3% | 130,642 | $2.0M |
| Venture Visionary Partners LLC | 0.08% | Add +6.5% | 129,099 | $2.0M |
| QRG Capital Management, Inc. | 0.02% | Add +4.5% | 127,477 | $1.9M |
| Systematic Alpha Investments, LLC | 0.07% | No change | 126,193 | $1.9M |
| Trexquant Investment LP | 0.02% | Reduce -78.5% | 125,257 | $1.9M |
| STRS Ohio | 0.01% | Add +2.9% | 124,267 | $1.9M |
| Dark Forest Capital Management LP | 0.09% | New | 124,036 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -0.4% | 121,498 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +14.6% | 120,403 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.8% | 120,309 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +3.3% | 119,697 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -0.5% | 118,251 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.5% | 115,614 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.4% | 114,956 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.2% | 114,867 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 112,938 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.7% | 109,791 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Add +15.9% | 108,480 | $1.6M |
| Hancock Whitney Corp. | 0.05% | Add +121.9% | 107,466 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Add +16.9% | 103,504 | $1.6M |
| Czech National Bank | 0.01% | Add +5.6% | 102,898 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.2% | 102,452 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.3% | 102,380 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.2% | 101,792 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.6% | 100,992 | $1.5M |
| Valueworks LLC | 0.57% | Reduce -51.9% | 99,826 | $1.5M |
| ARGA Investment Management, LP | 0.05% | No change | 99,080 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.7% | 98,613 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 98,025 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 97,469 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -0.5% | 97,377 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 96,689 | $1.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.1% | 96,270 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 96,066 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +49.6% | 93,237 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +89.0% | 91,500 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 88,343 | $1.3M |
| Vident Advisory, LLC | 0.02% | Add +16.8% | 87,903 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.7% | 87,003 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +5.0% | 86,290 | $1.3M |
| Qsemble Capital Management, LP | 0.14% | Reduce -0.2% | 85,836 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +31.1% | 85,574 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +7.9% | 85,234 | $1.3M |
| Versor Investments LP | 0.21% | Reduce -35.3% | 84,800 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +33.0% | 84,670 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | New | 84,011 | $1.3M |
| Highland Capital Management, LLC | 0.08% | Reduce -8.0% | 83,245 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.4% | 81,914 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -1.4% | 81,210 | $1.2M |
| Carrera Capital Advisors | 0.27% | Add +15.7% | 79,493 | $1.2M |
| TD Asset Management Inc | 0.00% | Reduce -1.9% | 79,317 | $1.2M |
| Kiker Wealth Management, LLC | 0.81% | Reduce -2.4% | 78,693 | $1.2M |
| CSS LLC | 0.24% | Add +176.4% | 77,557 | $1.2M |
| Greenwood Capital Associates LLC | 0.16% | Add +8.1% | 77,463 | $1.2M |
| Impax Asset Management Group plc | 0.01% | Add +3.6% | 77,334 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 77,000 | $1.2M |
| Vinva Investment Management Ltd | 0.05% | Add +19.0% | 48,136 | $1.2M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 75,941 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.0% | 75,384 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 73,940 | $1.1M |
| Mork Capital Management, LLC | 0.87% | No change | 73,400 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -7.6% | 72,872 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +74.3% | 72,420 | $1.1M |
| Harmony Asset Management LLC | 0.46% | Add +1.4% | 72,410 | $1.1M |
| Bridgewater Associates | 0.01% | Reduce -20.1% | 70,921 | $1.1M |
| Maltese Capital Management LLC | 0.17% | New | 70,000 | $1.1M |
| Aberdeen Group plc | 0.00% | Add +122.2% | 68,257 | $1.0M |
| KBC Group NV | 0.00% | Reduce -24.8% | 67,672 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +3.3% | 67,087 | $1.0M |
| Centiva Capital, LP | 0.06% | Add +109.3% | 66,397 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.0% | 65,900 | $1000K |
| First Trust Advisors LP | 0.00% | Add +9.7% | 65,453 | $993K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.6% | 65,393 | $992K |
| Gold Investment Management Ltd. | 0.41% | Add +16.1% | 63,700 | $966K |
| Tounjian Advisory Partners, LLC | 0.18% | — | 62,790 | $953K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.5% | 62,588 | $949K |
| Lecap Asset Management Ltd. | 0.22% | Reduce -16.4% | 62,520 | $948K |
| New York Life Investment Management LLC | 0.01% | Add +0.3% | 59,116 | $897K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +18.8% | 58,211 | $883K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +15.9% | 56,861 | $864K |
| Entropy Technologies, LP | 0.08% | Reduce -11.0% | 56,084 | $851K |
| Captrust Financial Advisors | 0.00% | Reduce -22.2% | 55,789 | $846K |
| Teacher Retirement System of Texas | 0.00% | New | 55,575 | $843K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.9% | 54,173 | $822K |
| Pallas Capital Advisors LLC | 0.03% | Add +5.7% | 52,651 | $799K |
| Merit Financial Group, LLC | 0.01% | Add +40.8% | 52,482 | $796K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.5% | 52,501 | $796K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 52,291 | $793K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.2% | 52,100 | $790K |
| Rothschild Investment LLC | 0.05% | Reduce -5.6% | 49,665 | $753K |
| Sciencast Management LP | 0.17% | Add +45.3% | 49,217 | $747K |
| Oak Thistle LLC | 0.15% | New | 48,655 | $738K |
| Invst, LLC | 0.10% | New | 48,054 | $729K |
| Allworth Financial LP | 0.00% | Add +300.6% | 51,783 | $729K |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 47,462 | $720K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -37.7% | 46,842 | $711K |
| Contravisory Investment Management, Inc. | 0.15% | New | 46,795 | $710K |
| Nebula Research & Development LLC | 0.06% | New | 46,010 | $698K |
| Savant Capital, LLC | 0.01% | Reduce -67.5% | 45,353 | $688K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +24.8% | 44,956 | $682K |
| Los Angeles Capital Management LLC | 0.00% | Add +15.8% | 44,525 | $675K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -2.6% | 42,737 | $648K |
| Elevated Capital Advisors, LLC | 0.17% | Add +3.8% | 41,084 | $623K |
| Natixis | 0.00% | Reduce -90.7% | 40,375 | $609K |
| Twin Capital Management Inc. | 0.07% | Add +50.3% | 39,047 | $592K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.1% | 38,507 | $584K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.8% | 38,315 | $581K |
| Woodline Partners LP | 0.00% | Add +40.2% | 37,850 | $574K |
| Integrated Wealth Concepts LLC | 0.01% | New | 37,100 | $563K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +7.4% | 37,099 | $563K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 37,006 | $561K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 36,439 | $553K |
| Mizuho Securities USA LLC | 0.01% | Reduce -15.8% | 35,871 | $544K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.2% | 35,767 | $543K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | New | 35,070 | $532K |
| Corient Private Wealth LP | 0.00% | Add +58.2% | 34,882 | $529K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +10.1% | 34,660 | $525K |
| Xponance LLC | 0.01% | Reduce -10.4% | 34,333 | $521K |
| Abc Arbitrage SA | 0.10% | New | 33,845 | $513K |
| Axq Capital, LP | 0.21% | New | 33,801 | $513K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.6% | 33,689 | $511K |
| Cibc World Markets Corp. | 0.00% | Reduce -33.4% | 33,653 | $511K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -19.1% | 33,557 | $509K |
| Retirement Planning Co of New England, Inc. | 0.25% | Add +7.5% | 33,186 | $503K |
| Bridgefront Capital, LLC | 0.14% | Add +80.6% | 33,020 | $501K |
| NEOS Investment Management LLC | 0.01% | Add +23.9% | 32,460 | $492K |
| Vestcor Inc | 0.02% | No change | 32,000 | $485K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 31,913 | $484K |
| Scientech Research LLC | 0.13% | New | 31,817 | $483K |
| Investors Research Corp | 0.10% | Add +5.6% | 31,312 | $475K |
| Bailard, Inc. | 0.01% | New | 31,200 | $473K |
| Advisors Asset Management, Inc. | 0.01% | Add +29.9% | 30,186 | $458K |
| MML Investors Services, LLC | 0.00% | Add +8.0% | 29,951 | $454K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +118.4% | 29,874 | $453K |
| Polymer Capital Management (US) LLC | 0.14% | New | 29,680 | $450K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -5.0% | 29,315 | $445K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -91.1% | 29,263 | $444K |
| Creative Planning | 0.00% | Reduce -38.1% | 28,928 | $439K |
| Rakuten Investment Management, Inc. | 0.00% | — | 28,586 | $434K |
| Mather Group, Llc. | 0.01% | Reduce -20.6% | 28,529 | $433K |
| Wellington Management Group LLP | 0.00% | New | 27,566 | $418K |
| Daiwa Securities Group Inc. | 0.00% | Add +14.1% | 27,541 | $418K |
| Strategic Advisors LLC | 0.08% | Reduce -32.9% | 27,500 | $417K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -0.7% | 27,492 | $417K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -1.9% | 27,124 | $411K |
| Hartford Investment Management Co. | 0.01% | Reduce -2.0% | 26,886 | $408K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 26,700 | $405K |
| Focus Partners Wealth | 0.00% | Reduce -25.9% | 25,888 | $393K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.1% | 25,609 | $388K |
| Centennial Wealth Advisory LLC | 0.14% | Add +22.8% | 25,420 | $386K |
| Farther Finance Advisors, LLC | 0.01% | Add +16.1% | 24,866 | $378K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 24,100 | $366K |
| Norinchukin Bank, The | 0.01% | Add +15.8% | 23,764 | $361K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.9% | 23,682 | $359K |
| Pacer Advisors, Inc. | 0.00% | Reduce -36.8% | 22,895 | $347K |
| GAMMA Investing LLC | 0.03% | Add +19.6% | 22,616 | $343K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -17.4% | 22,236 | $337K |
| Glenmede Trust Co. NA | 0.00% | Add +3.9% | 22,215 | $337K |
| State of Wyoming | 0.04% | New | 22,137 | $336K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 21,800 | $331K |
| SummitTX Capital, L.P. | 0.01% | — | 21,600 | $328K |
| Burney Co./ | 0.01% | Add +49.4% | 21,591 | $328K |
| Fifth Third Bancorp | 0.00% | Add +21.8% | 21,437 | $325K |
| Quadrant Capital Group LLC | 0.01% | Add +2127.9% | 21,388 | $324K |
| CenterStar Asset Management, LLC | 0.46% | New | 21,118 | $320K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.9% | 21,018 | $319K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -1.9% | 21,014 | $319K |
| Envestnet Asset Management Inc. | 0.00% | Add +64.9% | 20,492 | $311K |
| Ethic Inc. | 0.01% | Add +11.1% | 20,400 | $310K |
| LGT Group Foundation | 0.00% | No change | 20,279 | $308K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -33.4% | 20,411 | $307K |
| MBB Public Markets I LLC | 0.04% | New | 20,251 | $307K |
| ING Groep NV | 0.00% | Reduce -1.1% | 20,095 | $305K |
| Utah Retirement Systems | 0.00% | No change | 20,000 | $303K |
| Element Wealth, LLC | 0.16% | Add +0.5% | 19,854 | $301K |
| 111 Capital | 0.06% | New | 19,699 | $299K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +24.1% | 19,488 | $296K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +1946900.0% | 19,470 | $295K |
| Arkadios Wealth Advisors | 0.01% | New | 19,456 | $295K |
| Teza Capital Management LLC | 0.13% | Reduce -81.0% | 19,013 | $288K |
| Paragon Capital Management Ltd | 0.06% | Add +1.3% | 18,970 | $288K |
| Independent Financial Group, LLC | 0.01% | New | 18,674 | $283K |
| Signaturefd, LLC | 0.01% | Reduce -4.9% | 18,263 | $277K |
| iA Global Asset Management Inc. | 0.00% | New | 18,223 | $276K |
| EPG Wealth Management LLC | 0.08% | Add +2.4% | 18,127 | $275K |
| Olympiad Research LP | 0.32% | Add +32.1% | 17,920 | $272K |
| Townsquare Capital LLC | 0.00% | Add +33.7% | 17,882 | $271K |
| International Private Wealth Advisors LLC | 0.26% | Add +9.1% | 17,665 | $268K |
| Prelude Capital Management, LLC | 0.03% | Add +59.0% | 17,526 | $266K |
| MAI Capital Management | 0.00% | Reduce -0.5% | 17,496 | $265K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 17,077 | $259K |
| Natixis Advisors, LLC | 0.00% | Add +39.7% | 17,096 | $259K |
| Forum Financial Management, LP | 0.00% | Add +0.3% | 16,536 | $251K |
| Impact Partnership Wealth, LLC | 0.05% | New | 16,339 | $248K |
| Lanark Financial, Inc. | 0.02% | — | 16,317 | $247K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -31.3% | 16,097 | $244K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 16,087 | $244K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.5% | 15,947 | $242K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -61.6% | 15,928 | $242K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -35.9% | 15,560 | $236K |
| Eisler Capital Management Ltd. | 0.01% | New | 15,426 | $234K |
| Machina Capital S.A.S. | 0.07% | New | 15,430 | $234K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -53.3% | 15,366 | $233K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 15,175 | $230K |
| Numerai GP LLC | 0.04% | Reduce -11.1% | 15,009 | $228K |
| XTX Topco Ltd | 0.01% | Add +39.1% | 14,868 | $226K |
| Kaufman Rossin Wealth, LLC | 0.16% | New | 14,790 | $224K |
| Simplex Trading, LLC | 0.01% | Reduce -88.4% | 14,590 | $221K |
| Boothbay Fund Management, LLC | 0.01% | New | 14,488 | $220K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +0.7% | 14,355 | $218K |
| Nomura Holdings Inc. | 0.00% | Reduce -95.5% | 14,147 | $215K |
| Holcombe Financial, Inc. | 0.18% | No change | 14,080 | $214K |
| Greenleaf Trust | 0.00% | Reduce -0.6% | 13,917 | $211K |
| Generali Asset Management SPA SGR | 0.01% | Add +8.9% | 13,796 | $209K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 13,443 | $204K |
| Praxis Investment Management Inc. | 0.01% | No change | 13,310 | $202K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.4% | 13,289 | $202K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -84.3% | 13,056 | $198K |
| V-Square Quantitative Management LLC | 0.03% | Add +1.0% | 12,921 | $196K |
| Keystone Financial Group | 0.02% | Reduce -1.6% | 12,746 | $193K |
| United Services Automobile Association | 0.01% | No change | 12,727 | $193K |
| R Squared Ltd | 0.21% | Add +36.0% | 12,680 | $192K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 12,649 | $192K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.8% | 12,477 | $189K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -9.5% | 12,325 | $187K |
| Keynote Financial Services LLC | 0.13% | New | 12,091 | $183K |
| Arax Advisory Partners | 0.01% | Add +1154.7% | 12,033 | $183K |
| Novare Capital Management LLC | 0.02% | No change | 12,000 | $182K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -25.8% | 11,621 | $176K |
| Harbour Investments, Inc. | 0.01% | No change | 11,562 | $175K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 11,411 | $173K |
| SG Americas Securities, LLC | 0.00% | Add +3.3% | 11,266 | $171K |
| Independent Advisor Alliance | 0.01% | New | 11,215 | $170K |
| CX Institutional | 0.01% | Add +3.5% | 11,184 | $170K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 11,057 | $168K |
| Magnetar Financial LLC | 0.00% | Reduce -6.9% | 10,577 | $160K |
| Panagora Asset Management Inc. | 0.00% | Add +4.5% | 10,564 | $160K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.1% | 10,493 | $159K |
| Wedmont Private Capital | 0.01% | Reduce -35.0% | 12,340 | $158K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.6% | 10,234 | $155K |
| Meeder Advisory Services, Inc. | 0.01% | New | 10,218 | $155K |
| M&T Bank Corp | 0.00% | Reduce -18.1% | 10,108 | $153K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -11.1% | 9,841 | $149K |
| Headlands Technologies LLC | 0.02% | Reduce -36.7% | 9,596 | $146K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -0.6% | 9,471 | $142K |
| Aquatic Capital Management LLC | 0.00% | Reduce -91.7% | 8,692 | $132K |
| SBI Securities Co., Ltd. | 0.00% | Add +17.8% | 8,258 | $125K |
| Atlas Capital Advisors Inc. | 0.02% | New | 7,938 | $120K |
| Mufg Securities Americas Inc. | 0.01% | Add +19.5% | 7,930 | $120K |
| Van Eck Associates Corp. | 0.00% | Reduce -95.3% | 7,607 | $115K |
| Hoertkorn Richard Charles | 0.05% | No change | 7,000 | $106K |
| Horizon Investments, LLC | 0.00% | Add +4.9% | 6,522 | $99K |
| Danske Bank A/S | 0.00% | No change | 6,500 | $99K |
| Bayforest Capital Ltd | 0.04% | New | 6,491 | $98K |
| Bessemer Group Inc. | 0.00% | Reduce -93.0% | 6,313 | $96K |
| MCF Advisors LLC | 0.01% | Reduce -2.2% | 6,160 | $93K |
| Exchange Traded Concepts, LLC | 0.00% | Add +12.6% | 6,157 | $93K |
| Caldwell Trust Co | 0.01% | No change | 5,646 | $86K |
| Assetmark, Inc. | 0.00% | Add +57.1% | 5,494 | $83K |
| Quarry LP | 0.02% | Add +719.9% | 5,485 | $83K |
| Brooklyn Investment Group | 0.02% | Add +17.1% | 5,465 | $83K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,888 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.1% | 4,600 | $70K |
| Credit Agricole S A | 0.00% | Reduce -95.9% | 4,259 | $65K |
| United Community Bank | 0.02% | Add +2.8% | 4,178 | $63K |
| Quent Capital, LLC | 0.01% | Reduce -4.7% | 4,115 | $62K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +33.5% | 3,943 | $60K |
| Covestor Ltd | 0.04% | Reduce -1.1% | 3,656 | $55K |
| TD Private Client Wealth LLC | 0.00% | Add +0.6% | 3,603 | $55K |
| Truvestments Capital LLC | 0.01% | Reduce -10.6% | 3,519 | $53K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -3.9% | 3,470 | $53K |
| Curat Global, LLC | 0.06% | — | 3,220 | $49K |
| Versant Capital Management, Inc | 0.01% | Add +264.1% | 3,080 | $47K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.8% | 3,074 | $47K |
| Principal Securities, Inc. | 0.00% | No change | 2,483 | $43K |
| Clearstead Advisors, LLC | 0.00% | New | 2,740 | $42K |
| Summit Securities Group LLC | 0.03% | New | 2,688 | $41K |
| Silvant Capital Management LLC | 0.00% | No change | 2,649 | $40K |
| Capital Analysts, LLC | 0.00% | Reduce -12.3% | 2,513 | $38K |
| Huntington National Bank | 0.00% | Add +280.6% | 2,485 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +197.0% | 2,302 | $35K |
| Manchester Capital Management LLC | 0.00% | Add +29.8% | 2,220 | $34K |
| True Wealth Design, LLC | 0.01% | Reduce -57.7% | 2,194 | $33K |
| SVB Wealth LLC | 0.00% | New | 2,131 | $32K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 2,100 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,000 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,985 | $30K |
| Federated Hermes, Inc. | 0.00% | Add +186.6% | 1,969 | $30K |
| CI Investments Inc. | 0.00% | Reduce -7.3% | 1,828 | $28K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,824 | $28K |
| UMB Bank, n.a. | 0.00% | Add +1.6% | 1,799 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 1,600 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +21.0% | 1,521 | $23K |
| IFP Advisors, Inc | 0.00% | Add +8.2% | 1,366 | $21K |
| Private Trust Co. NA | 0.00% | No change | 1,353 | $21K |
| Crews Bank & Trust | 0.00% | Reduce -47.5% | 1,325 | $20K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -53.6% | 1,271 | $19K |
| Walleye Capital LLC | 0.00% | New | 1,234 | $19K |
| Whittier Trust Co. | 0.00% | Reduce -27.9% | 1,114 | $17K |
| Blue Trust, Inc. | 0.00% | Add +79.4% | 1,069 | $16K |
| Hexagon Capital Partners LLC | 0.00% | Add +14.3% | 1,056 | $16K |
| Cromwell Holdings LLC | 0.01% | No change | 1,001 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 950 | $14K |
| CoreCap Advisors, LLC | 0.00% | Add +137.0% | 948 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.2% | 946 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 934 | $14K |
| Spire Wealth Management | 0.00% | Add +784.7% | 867 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $11K |
| Lindbrook Capital, LLC | 0.00% | No change | 734 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.7% | 563 | $9K |
| Avion Wealth | 0.00% | No change | 500 | $8K |
| Hemington Wealth Management | 0.00% | Add +47.6% | 530 | $8K |
| Continuum Advisory, LLC | 0.00% | Reduce -15.8% | 526 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | Add +234.2% | 508 | $8K |
| Leonteq Securities AG | 0.00% | Reduce -96.2% | 504 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +1.3% | 478 | $7K |
| Red Tortoise LLC | 0.00% | No change | 446 | $7K |
| Kestra Investment Management, LLC | 0.00% | New | 446 | $7K |
| Larson Financial Group LLC | 0.00% | Add +14700.0% | 444 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 407 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.5% | 375 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -20.3% | 345 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.6% | 324 | $5K |
| SouthState Bank Corp | 0.00% | New | 314 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.5% | 300 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 267 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 267 | $4K |
| DT Investment Partners, LLC | 0.00% | No change | 266 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 267 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Add +24803.3% | 59,519 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +1.3% | 235 | $4K |
| WealthCollab, LLC | 0.00% | Add +31.3% | 235 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -25.2% | 220 | $3K |
| Grove Bank & Trust | 0.00% | Add +925.0% | 205 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -5.2% | 200 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +317.8% | 188 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 171 | $3K |
| Eastern Bank | 0.00% | No change | 161 | $2K |
| TFC Financial Management, Inc. | 0.00% | Add +81.8% | 140 | $2K |
| GW&K Investment Management, LLC | 0.00% | Reduce -11.1% | 112 | $2K |
| SIMA Wealth Partners, LLC | 0.00% | New | 125 | $2K |
| Motco | 0.00% | New | 125 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -89.0% | 123 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 118 | $2K |
| ORG Partners LLC | 0.00% | No change | 115 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 112 | $2K |
| BankPlus Trust Department | 0.00% | No change | 107 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.2% | 107 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 97 | $1K |
| NewSquare Capital LLC | 0.00% | Add +295.6% | 91 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.2% | 90 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -87.2% | 90 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 86 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.5% | 84 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 82 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 80 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -19.1% | 76 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -70.8% | 75 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -15.1% | 73 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 40 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 65 | $987 |
| Zions Bancorporation, National Association | 0.00% | — | 64 | $971 |
| WPG Advisers, LLC | 0.00% | No change | 60 | $910 |
| Global Financial Private Client, LLC | 0.00% | Add +122.2% | 60 | $910 |
| Tidemark, LLC | 0.00% | New | 55 | $834 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 51 | $774 |
| Greenline Partners, LLC | 0.00% | New | 45 | $683 |
| Dunhill Financial, LLC | 0.00% | Reduce -37.9% | 41 | $622 |
| WealthTrak Capital Management LLC | 0.00% | Add +100.0% | 40 | $607 |
| Capital A Wealth Management, LLC | 0.00% | Add +79.0% | 34 | $516 |
| AdvisorNet Financial, Inc | 0.00% | Add +3.1% | 33 | $501 |
| Rise Advisors, LLC | 0.00% | New | 32 | $485 |
| Principia Wealth Advisory, LLC | 0.00% | Add +29.6% | 35 | $478 |
| Garde Capital, Inc. | 0.00% | New | 20 | $304 |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 20 | $303 |
| HFM Investment Advisors, LLC | 0.00% | — | 17 | $258 |
| Crewe Advisors LLC | 0.00% | No change | 16 | $243 |
| Nvwm, LLC | 0.00% | Reduce -70.6% | 15 | $228 |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -26.3% | 14 | $212 |
| WestEnd Advisors, LLC | 0.00% | Add +44.4% | 13 | $197 |
| GoalVest Advisory LLC | 0.00% | New | 9 | $137 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $107 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 7 | $106 |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.