InvescoIVZ
13F holders, Q2 2025 (June 30)522holders +5
71new positions
68sold out
11famous investors
$15.77avg. 13F price*
At the end of Q2 2025, 522 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 5 from Q1 2025. 71 opened new positions and 68 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.3B), Vanguard Group Inc. ($811.0M) and BlackRock, Inc. ($713.4M). 11 famous investors held it, including Nelson Peltz (6.1% of Trian Fund Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $72.3M |
| Exits | 68 | $35.9M |
All 13F filers, Q1 2025 → Q2 2025: 37,810,673 shares bought and 33,437,906 shares sold, net +4,372,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Massachusetts Mutual Life Insurance Co. | 83.44% | No change | 81,332,319 | $1.3B |
| Vanguard Group Inc. | 0.01% | Add +4.4% | 51,424,928 | $811.0M |
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 45,239,328 | $713.4M |
| State Street Corp. | 0.01% | Add +1.5% | 22,260,704 | $351.1M |
| Dimensional Fund Advisors LP | 0.08% | Add +6.4% | 21,011,543 | $331.4M |
| Trian Fund Management | 6.08% | Reduce -36.9% | 14,628,455 | $230.7M |
| AQR Capital Management | 0.15% | Add +5.3% | 11,612,559 | $182.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 11,107,421 | $174.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +55.7% | 10,942,724 | $172.6M |
| Royal Bank of Canada | 0.03% | Add +814.3% | 8,929,559 | $140.8M |
| Alliancebernstein L.P. | 0.04% | Add +13.4% | 7,924,717 | $125.0M |
| Morgan Stanley | 0.01% | Add +1.8% | 6,662,406 | $105.1M |
| Northern Trust Corp. | 0.01% | Reduce -7.2% | 6,570,512 | $103.6M |
| UBS Group AG | 0.02% | Reduce -6.3% | 5,740,028 | $90.5M |
| Balyasny Asset Management L.P. | 0.18% | Add +58.1% | 5,092,189 | $80.3M |
| Fisher Asset Management | 0.03% | Add +4.1% | 4,938,846 | $77.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 4,478,090 | $70.6M |
| Citadel Advisors | 0.06% | Add +0.8% | 4,059,439 | $64.0M |
| First Trust Advisors LP | 0.04% | Add +5065.4% | 3,380,933 | $53.3M |
| Norges Bank | 0.01% | No change | 3,287,134 | $51.8M |
| Bank of America Corp. | 0.00% | Add +52.6% | 2,893,883 | $45.6M |
| Deutsche Bank AG | 0.02% | Reduce -3.0% | 2,886,246 | $45.5M |
| Barclays PLC | 0.02% | Reduce -2.9% | 2,670,855 | $42.1M |
| Amundi | 0.01% | Reduce -25.7% | 2,380,778 | $39.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.8% | 2,197,251 | $34.7M |
| Nuveen, LLC | 0.01% | Reduce -1.9% | 1,885,159 | $29.7M |
| Macquarie Group Ltd. | 0.04% | Add +15.9% | 1,832,478 | $28.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +12.5% | 1,605,890 | $25.3M |
| Letko, Brosseau & Associates Inc. | 0.48% | Add +0.6% | 1,602,438 | $25.3M |
| Principal Financial Group Inc. | 0.01% | Add +5.0% | 1,468,826 | $23.2M |
| Millennium Management | 0.02% | Reduce -44.9% | 1,460,529 | $23.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +38.4% | 1,448,947 | $22.8M |
| Tudor Investment Corporation | 0.16% | Add +153.7% | 1,322,017 | $20.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 1,237,767 | $19.5M |
| AXA S.A. | 0.06% | Add +29.1% | 1,235,668 | $19.5M |
| Swiss Life Asset Management Ltd | 0.11% | Add +0.3% | 1,181,302 | $18.6M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -59.5% | 1,163,515 | $18.3M |
| Verition Fund Management LLC | 0.11% | Add +200.1% | 1,153,700 | $18.2M |
| Allianz Asset Management GmbH | 0.02% | Add +6.2% | 1,139,571 | $18.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -41.8% | 1,098,527 | $17.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.8% | 1,096,073 | $17.3M |
| Prudential Financial Inc. | 0.02% | Add +82.4% | 1,052,329 | $16.6M |
| Point72 Asset Management | 0.04% | New | 1,012,446 | $16.0M |
| Governors Lane LP | 2.02% | New | 925,217 | $14.6M |
| Legal & General Group Plc | 0.00% | Add +12.1% | 884,579 | $13.9M |
| Bank of Nova Scotia | 0.03% | Add +78.9% | 878,006 | $13.8M |
| Rhumbline Advisers | 0.01% | Add +10.4% | 872,107 | $13.8M |
| Quantinno Capital Management LP | 0.06% | Add +60.0% | 843,872 | $13.3M |
| National Bank of Canada | 0.01% | Add +121.2% | 759,976 | $12.0M |
| Two Sigma Advisers, LP | 0.02% | Reduce -70.9% | 759,900 | $12.0M |
| Cerity Partners LLC | 0.02% | Reduce -4.2% | 755,667 | $11.9M |
| Squarepoint Ops LLC | 0.02% | Reduce -32.8% | 701,211 | $11.1M |
| Swiss National Bank | 0.01% | Add +4.8% | 684,500 | $10.8M |
| Bank of Montreal | 0.01% | Add +163.5% | 676,333 | $10.7M |
| Basswood Capital Management, L.L.C. | 0.52% | Reduce -19.1% | 660,240 | $10.4M |
| Ameriprise Financial Inc. | 0.00% | Add +67.9% | 657,670 | $10.4M |
| Marshall Wace, LLP | 0.01% | Reduce -74.6% | 652,301 | $10.3M |
| Capital Fund Management S.A. | 0.11% | Add +93.6% | 641,167 | $10.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -57.3% | 635,482 | $10.0M |
| California Public Employees Retirement System | 0.01% | Add +18.4% | 630,540 | $9.9M |
| HSBC Holdings PLC | 0.01% | Add +15.6% | 626,869 | $9.9M |
| Man Group plc | 0.02% | Reduce -25.9% | 612,229 | $9.7M |
| Wealthcare Capital Management LLC | 0.94% | Reduce -5.5% | 564,545 | $8.9M |
| Ieq Capital, LLC | 0.05% | Add +50.4% | 536,964 | $8.5M |
| Algert Global LLC | 0.16% | No change | 482,497 | $7.6M |
| Citigroup Inc. | 0.01% | Add +8.8% | 477,935 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.2% | 466,306 | $7.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +1.5% | 465,149 | $7.3M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 460,101 | $7.3M |
| Renaissance Technologies | 0.01% | Add +187.6% | 442,600 | $7.0M |
| Vontobel Holding Ltd. | 0.02% | Add +22.1% | 424,021 | $6.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -22.9% | 408,353 | $6.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 404,936 | $6.4M |
| Olstein Capital Management, L.P. | 1.13% | Add +0.3% | 381,120 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | Add +15.5% | 380,408 | $6.0M |
| Canada Pension Plan Investment Board | 0.01% | No change | 371,100 | $5.9M |
| FMR LLC | 0.00% | Reduce -19.6% | 365,901 | $5.8M |
| Live Oak Private Wealth LLC | 0.84% | Add +2.5% | 356,393 | $5.6M |
| Jain Global LLC | 0.09% | New | 348,340 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +9.6% | 343,866 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +155.4% | 343,827 | $5.4M |
| Cacti Asset Management LLC | 0.37% | No change | 333,017 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 303,625 | $4.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +5.8% | 295,702 | $4.7M |
| South Dakota Investment Council | 0.09% | No change | 295,113 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Add +1.9% | 289,076 | $4.6M |
| LPL Financial LLC | 0.00% | Add +48.1% | 288,547 | $4.6M |
| GMO | 0.01% | Reduce -29.3% | 284,018 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +29.3% | 276,906 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.1% | 258,790 | $4.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 258,351 | $4.1M |
| Wesleyan Assurance Society | 0.26% | Reduce -30.8% | 258,136 | $4.1M |
| Poehling Capital Management, INC. | 0.94% | Add +0.3% | 255,585 | $4.0M |
| Gifford Fong Associates | 0.93% | No change | 255,393 | $4.0M |
| Mubadala Investment Co PJSC | 0.02% | Add +7.2% | 253,456 | $4.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +14.6% | 245,321 | $3.9M |
| American Financial Group Inc. | 1.48% | No change | 245,000 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +570.3% | 239,735 | $3.8M |
| QRG Capital Management, Inc. | 0.03% | Add +87.6% | 239,193 | $3.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.6% | 236,397 | $3.7M |
| Lighthouse Investment Partners, LLC | 0.16% | New | 235,850 | $3.7M |
| Toronto Dominion Bank | 0.01% | Add +39.9% | 235,666 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.9% | 235,340 | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +151.6% | 230,252 | $3.6M |
| Jump Financial, LLC | 0.05% | Reduce -0.4% | 230,222 | $3.6M |
| Twin Tree Management, LP | 0.09% | New | 227,833 | $3.6M |
| Dark Forest Capital Management LP | 0.14% | Add +80.2% | 223,532 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -8.3% | 222,269 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +358.6% | 214,827 | $3.4M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -78.3% | 206,451 | $3.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +1164.7% | 196,792 | $3.1M |
| Qsemble Capital Management, LP | 0.30% | Add +127.7% | 195,413 | $3.1M |
| Prana Capital Management, LP | 0.11% | New | 189,992 | $3.0M |
| ProShare Advisors LLC | 0.01% | Add +2.6% | 186,545 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -82.6% | 178,480 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +8.9% | 174,375 | $2.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.4% | 170,452 | $2.7M |
| Rathbones Group PLC | 0.01% | Reduce -0.7% | 170,480 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.7% | 169,997 | $2.7M |
| Graham Capital Management, L.P. | 0.08% | New | 169,871 | $2.7M |
| Storebrand Asset Management As | 0.01% | No change | 168,596 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -12.9% | 164,231 | $2.6M |
| Erste Asset Management GmbH | 0.02% | Add +14.0% | 160,271 | $2.5M |
| Gabelli Funds LLC | 0.02% | No change | 155,000 | $2.4M |
| Maltese Capital Management LLC | 0.34% | Add +114.3% | 150,000 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +206.8% | 145,609 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.0% | 140,176 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.1% | 128,882 | $2.2M |
| Mariner, LLC | 0.00% | Add +38.3% | 134,657 | $2.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -4.2% | 133,788 | $2.1M |
| American Century Companies Inc. | 0.00% | Reduce -1.5% | 132,041 | $2.1M |
| Continental Advisors LLC | 1.49% | No change | 131,690 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +17.7% | 129,180 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -40.2% | 128,956 | $2.0M |
| Hancock Whitney Corp. | 0.04% | Add +19.6% | 128,532 | $2.0M |
| Systematic Alpha Investments, LLC | 0.07% | No change | 126,193 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -22.9% | 125,949 | $2.0M |
| State of Michigan Retirement System | 0.01% | No change | 121,498 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.8% | 121,282 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.1% | 118,277 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +38.8% | 118,781 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -86.1% | 116,638 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.4% | 115,605 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -3.0% | 114,724 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.9% | 112,642 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +35.1% | 110,641 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 110,217 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.1% | 109,766 | $1.7M |
| Czech National Bank | 0.01% | Add +6.3% | 109,398 | $1.7M |
| Oak Thistle LLC | 0.25% | Add +124.7% | 109,305 | $1.7M |
| Wbi Investments, LLC | 0.45% | New | 109,292 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +5.6% | 109,292 | $1.7M |
| Asset Management One Co., Ltd. | 0.01% | Add +729.1% | 108,246 | $1.7M |
| STRS Ohio | 0.01% | Reduce -13.9% | 106,984 | $1.7M |
| iSAM Funds (UK) Ltd | 0.37% | New | 106,352 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -2.3% | 106,010 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +8.1% | 104,556 | $1.6M |
| ARGA Investment Management, LP | 0.04% | Add +5.0% | 103,998 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.0% | 104,026 | $1.6M |
| CSS LLC | 0.31% | Add +34.1% | 103,977 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 102,584 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Add +347.4% | 102,426 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +6.6% | 102,407 | $1.6M |
| Valueworks LLC | 0.51% | Reduce -1.8% | 98,046 | $1.5M |
| Trexquant Investment LP | 0.02% | Reduce -22.0% | 97,735 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 96,809 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +46.1% | 96,300 | $1.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.2% | 96,037 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +9.3% | 94,354 | $1.5M |
| Public Sector Pension Investment Board | 0.01% | Reduce -62.1% | 92,699 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -6.7% | 91,420 | $1.4M |
| Harmony Asset Management LLC | 0.54% | Add +25.6% | 90,922 | $1.4M |
| Natixis | 0.01% | Add +116.7% | 87,485 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -49.0% | 87,406 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.7% | 86,824 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -12.8% | 85,964 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.0% | 85,249 | $1.3M |
| Vident Advisory, LLC | 0.01% | Reduce -4.0% | 84,343 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.5% | 84,069 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -2.3% | 82,742 | $1.3M |
| Amalgamated Bank | 0.01% | Add +1.3% | 82,280 | $1.3M |
| Highland Capital Management, LLC | 0.07% | Reduce -2.5% | 81,200 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +2.1% | 80,981 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -5.5% | 80,573 | $1.3M |
| Cozad Asset Management Inc. | 0.11% | Reduce -5.2% | 79,650 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Add +587.6% | 77,463 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 77,000 | $1.2M |
| Aberdeen Group plc | 0.00% | Add +12.7% | 76,896 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.3% | 76,391 | $1.2M |
| Greenwood Capital Associates LLC | 0.15% | Reduce -3.1% | 75,023 | $1.2M |
| Gator Capital Management, LLC | 0.37% | New | 75,000 | $1.2M |
| Nebula Research & Development LLC | 0.10% | Add +62.6% | 74,813 | $1.2M |
| Mork Capital Management, LLC | 0.84% | No change | 73,400 | $1.2M |
| Abc Arbitrage SA | 0.13% | Add +110.5% | 71,245 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +5.5% | 70,788 | $1.1M |
| Magnetar Financial LLC | 0.01% | Add +567.6% | 70,608 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +21.0% | 70,453 | $1.1M |
| Quinn Opportunity Partners LLC | 0.09% | New | 70,100 | $1.1M |
| Cinctive Capital Management LP | 0.06% | Reduce -77.5% | 69,219 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +23.3% | 68,544 | $1.1M |
| Gold Investment Management Ltd. | 0.40% | Add +4.1% | 66,324 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -86.5% | 66,803 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +0.1% | 65,460 | $1.0M |
| Versor Investments LP | 0.18% | Reduce -23.8% | 64,600 | $1.0M |
| Vinva Investment Management Ltd | 0.03% | Reduce -12.6% | 42,052 | $1.0M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -15.8% | 63,941 | $1.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +44.5% | 61,763 | $974K |
| MML Investors Services, LLC | 0.00% | Add +102.0% | 60,491 | $954K |
| New York Life Investment Management LLC | 0.01% | Add +1.6% | 60,067 | $947K |
| Captrust Financial Advisors | 0.00% | Add +7.6% | 60,017 | $946K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.5% | 59,999 | $946K |
| Tounjian Advisory Partners, LLC | 0.18% | Reduce -1.3% | 61,972 | $940K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -71.0% | 57,717 | $910K |
| CIBC Asset Management Inc | 0.00% | Reduce -9.1% | 56,909 | $897K |
| Allworth Financial LP | 0.00% | Add +9.9% | 56,896 | $897K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.0% | 53,726 | $847K |
| Bridgefront Capital, LLC | 0.22% | Add +60.6% | 53,031 | $836K |
| Corient Private Wealth LP | 0.00% | Add +51.5% | 52,863 | $834K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.5% | 51,327 | $809K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.2% | 50,286 | $793K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.14% | New | 49,950 | $788K |
| Natixis Advisors, LLC | 0.00% | Add +185.7% | 48,841 | $770K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.7% | 48,354 | $763K |
| Woodline Partners LP | 0.00% | Add +27.7% | 48,351 | $762K |
| Invst, LLC | 0.09% | Add +0.2% | 48,132 | $759K |
| Mount Lucas Management LP | 0.36% | New | 47,704 | $752K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.5% | 44,714 | $705K |
| Essential Partners LLC | 0.28% | — | 44,577 | $703K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +19.9% | 44,379 | $700K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.3% | 43,959 | $693K |
| Centiva Capital, LP | 0.05% | Reduce -34.9% | 43,204 | $681K |
| Rothschild Investment LLC | 0.04% | Reduce -13.3% | 43,040 | $679K |
| NEOS Investment Management LLC | 0.01% | Add +22.8% | 39,853 | $628K |
| Elevated Capital Advisors, LLC | 0.17% | No change | 41,084 | $623K |
| Guggenheim Capital LLC | 0.01% | Reduce -58.1% | 39,055 | $616K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.1% | 38,981 | $615K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.3% | 38,607 | $609K |
| Twin Capital Management Inc. | 0.06% | Reduce -1.7% | 38,366 | $605K |
| Equitable Holdings, Inc. | 0.00% | Add +48.6% | 38,048 | $600K |
| Cibc World Markets Corp. | 0.00% | Add +12.0% | 37,679 | $594K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.0% | 37,553 | $592K |
| Retirement Planning Co of New England, Inc. | 0.26% | Add +12.8% | 37,433 | $590K |
| Wellington Management Group LLP | 0.00% | Add +34.1% | 36,972 | $583K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.4% | 36,041 | $568K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -31.6% | 35,985 | $567K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +1.4% | 35,141 | $554K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | No change | 35,070 | $553K |
| Xponance LLC | 0.00% | Add +2.1% | 35,046 | $553K |
| Brighton Jones LLC | 0.01% | New | 33,843 | $534K |
| State of Wisconsin Investment Board | 0.00% | Reduce -79.0% | 33,690 | $531K |
| Savant Capital, LLC | 0.00% | Reduce -25.9% | 33,608 | $530K |
| Quilter Plc | 0.01% | New | 32,245 | $509K |
| Creative Planning | 0.00% | Add +10.6% | 32,007 | $505K |
| Investors Research Corp | 0.10% | No change | 31,312 | $494K |
| Mizuho Securities USA LLC | 0.01% | — | 30,938 | $488K |
| Arvest Bank Trust Division | 0.03% | New | 30,885 | $487K |
| Advisors Asset Management, Inc. | 0.01% | Add +1.5% | 30,639 | $483K |
| Daiwa Securities Group Inc. | 0.00% | Add +11.3% | 30,644 | $483K |
| Impact Partnership Wealth, LLC | 0.09% | Add +84.6% | 30,156 | $476K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.1% | 29,961 | $472K |
| Independent Financial Group, LLC | 0.01% | Add +60.2% | 29,909 | $472K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.6% | 29,789 | $470K |
| GAMMA Investing LLC | 0.03% | Add +30.8% | 29,589 | $467K |
| Kingsview Wealth Management, LLC | 0.01% | New | 27,984 | $441K |
| AE Wealth Management LLC | 0.00% | Reduce -96.3% | 27,655 | $436K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -98.2% | 27,599 | $435K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -12.9% | 25,538 | $427K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.4% | 26,817 | $423K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.4% | 26,282 | $414K |
| Hartford Investment Management Co. | 0.01% | Reduce -2.3% | 26,267 | $414K |
| State of Wyoming | 0.05% | Add +17.5% | 26,005 | $410K |
| Norinchukin Bank, The | 0.01% | Add +8.2% | 25,705 | $405K |
| Venture Visionary Partners LLC | 0.02% | Reduce -80.2% | 25,569 | $403K |
| Walleye Trading LLC | 0.01% | New | 25,426 | $401K |
| Sterling Capital Management LLC | 0.01% | Reduce -66.0% | 24,800 | $391K |
| Quantbot Technologies LP | 0.01% | Reduce -91.9% | 24,709 | $390K |
| Vestcor Inc | 0.01% | Reduce -23.2% | 24,576 | $388K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.1% | 23,600 | $372K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -21.4% | 23,495 | $370K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.4% | 23,348 | $368K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.2% | 22,573 | $356K |
| Kera Capital Partners, Inc. | 0.07% | New | 22,376 | $353K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -39.9% | 22,284 | $351K |
| Arvest Investments, Inc. | 0.05% | New | 22,182 | $350K |
| Atom Investors LP | 0.03% | New | 22,069 | $348K |
| Fifth Third Bancorp | 0.00% | Add +2.7% | 22,021 | $347K |
| Novare Capital Management LLC | 0.03% | Add +83.3% | 22,000 | $347K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 21,800 | $344K |
| ING Groep NV | 0.00% | Add +7.7% | 21,645 | $341K |
| Ethic Inc. | 0.01% | Add +6.1% | 21,650 | $340K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +8.9% | 21,224 | $335K |
| Scientech Research LLC | 0.08% | Reduce -33.6% | 21,121 | $333K |
| Glenmede Investment Management, LP | 0.00% | — | 21,078 | $332K |
| New Mexico Educational Retirement Board | 0.01% | No change | 21,014 | $331K |
| Simplex Trading, LLC | 0.01% | Add +43.6% | 20,952 | $330K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.9% | 20,407 | $330K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 20,921 | $330K |
| Boothbay Fund Management, LLC | 0.01% | Add +40.6% | 20,371 | $321K |
| LGT Group Foundation | 0.00% | No change | 20,279 | $320K |
| Aigen Investment Management, LP | 0.04% | New | 19,936 | $314K |
| Focus Partners Wealth | 0.00% | Reduce -23.9% | 19,695 | $311K |
| Kendall Capital Management | 0.08% | New | 19,575 | $309K |
| Utah Retirement Systems | 0.00% | Reduce -3.8% | 19,237 | $303K |
| Merit Financial Group, LLC | 0.00% | Reduce -63.6% | 19,113 | $301K |
| Adams Wealth Management | 0.06% | New | 18,587 | $293K |
| CacheTech Inc. | 0.05% | New | 18,587 | $293K |
| Engineers Gate Manager LP | 0.00% | Reduce -90.8% | 18,533 | $292K |
| Wedmont Private Capital | 0.01% | Add +39.1% | 17,162 | $291K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -86.3% | 17,853 | $282K |
| Forum Financial Management, LP | 0.00% | Add +4.8% | 17,327 | $273K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 17,308 | $273K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,077 | $269K |
| CX Institutional | 0.01% | Add +50.5% | 16,829 | $265K |
| Park Avenue Securities LLC | 0.00% | New | 16,692 | $263K |
| Sanctuary Advisors, LLC | 0.00% | New | 16,615 | $262K |
| V-Square Quantitative Management LLC | 0.03% | Add +27.3% | 16,443 | $259K |
| MBB Public Markets I LLC | 0.03% | Reduce -19.0% | 16,401 | $259K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +14.2% | 16,389 | $258K |
| Lanark Financial, Inc. | 0.02% | Add +0.3% | 16,367 | $258K |
| Independent Advisor Alliance | 0.01% | Add +44.2% | 16,177 | $255K |
| Prospera Financial Services Inc | 0.00% | New | 16,010 | $253K |
| Assetmark, Inc. | 0.00% | Add +186.6% | 15,743 | $248K |
| DGS Capital Management, LLC | 0.05% | New | 15,419 | $243K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 15,366 | $242K |
| Paragon Capital Management Ltd | 0.04% | Reduce -19.9% | 15,189 | $240K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 15,175 | $239K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -6.0% | 15,123 | $238K |
| Syon Capital LLC | 0.02% | New | 15,069 | $238K |
| Evoke Wealth, LLC | 0.01% | New | 14,808 | $234K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -11.0% | 14,331 | $226K |
| Holcombe Financial, Inc. | 0.17% | No change | 14,080 | $222K |
| Generali Asset Management SPA SGR | 0.01% | No change | 13,796 | $218K |
| HB Wealth Management, LLC | 0.00% | New | 13,670 | $216K |
| Praxis Investment Management Inc. | 0.01% | No change | 13,310 | $210K |
| Vise Technologies, Inc. | 0.01% | — | 13,284 | $209K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 13,200 | $208K |
| Prelude Capital Management, LLC | 0.02% | Reduce -25.1% | 13,134 | $207K |
| Element Wealth, LLC | 0.09% | Reduce -34.4% | 13,028 | $205K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.4% | 13,012 | $205K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +181.4% | 12,946 | $204K |
| Olympiad Research LP | 0.33% | Reduce -28.1% | 12,892 | $203K |
| Covestor Ltd | 0.12% | Add +248.1% | 12,728 | $201K |
| Keystone Financial Group | 0.02% | Reduce -1.2% | 12,595 | $199K |
| Gotham Asset Management | 0.00% | New | 12,538 | $198K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 12,482 | $197K |
| US Bancorp \de | 0.00% | Reduce -2.2% | 12,369 | $195K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 12,325 | $194K |
| DRW Securities, LLC | 0.01% | New | 12,321 | $194K |
| Greenleaf Trust | 0.00% | Reduce -12.8% | 12,133 | $191K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 11,990 | $189K |
| Quadrant Capital Group LLC | 0.01% | Reduce -44.3% | 11,916 | $188K |
| Keynote Financial Services LLC | 0.13% | Reduce -2.9% | 11,744 | $185K |
| Teza Capital Management LLC | 0.14% | Reduce -38.5% | 11,699 | $184K |
| Axq Capital, LP | 0.06% | Reduce -65.8% | 11,551 | $182K |
| KBC Group NV | 0.00% | Reduce -83.1% | 11,414 | $180K |
| Private Advisor Group, LLC | 0.00% | New | 11,405 | $180K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.3% | 11,233 | $177K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 11,200 | $177K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.4% | 11,133 | $176K |
| Coldstream Capital Management Inc. | 0.00% | Add +11.8% | 11,005 | $174K |
| Carrera Capital Advisors | 0.03% | Reduce -86.2% | 10,940 | $173K |
| Waddell & Associates, LLC | 0.02% | New | 10,893 | $172K |
| Twinbeech Capital LP | 0.00% | New | 10,868 | $171K |
| Signaturefd, LLC | 0.00% | Reduce -40.8% | 10,814 | $171K |
| Panagora Asset Management Inc. | 0.00% | Add +0.7% | 10,641 | $168K |
| Metis Global Partners, LLC | 0.00% | New | 10,597 | $167K |
| Corton Capital Inc. | 0.19% | New | 10,190 | $161K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,043 | $158K |
| Mufg Securities Americas Inc. | 0.01% | Add +25.1% | 9,919 | $156K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +0.6% | 9,528 | $149K |
| Quarry LP | 0.04% | Add +69.3% | 9,286 | $146K |
| Versant Capital Management, Inc | 0.02% | Add +192.5% | 9,009 | $142K |
| Shell Asset Management Co. | 0.00% | Reduce -20.7% | 8,768 | $138K |
| Point72 Hong Kong Ltd | 0.01% | New | 8,611 | $136K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.7% | 8,567 | $135K |
| Horizon Investments, LLC | 0.00% | Add +14.9% | 7,491 | $118K |
| Van Eck Associates Corp. | 0.00% | Reduce -3.3% | 7,359 | $116K |
| Bessemer Group Inc. | 0.00% | Add +4.8% | 6,618 | $104K |
| Brooklyn Investment Group | 0.01% | Add +16.4% | 6,364 | $100K |
| Neo Ivy Capital Management | 0.03% | New | 5,963 | $94K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -7.4% | 5,701 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.4% | 5,560 | $88K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +26.8% | 4,998 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.7% | 4,748 | $75K |
| Principal Securities, Inc. | 0.00% | Add +85.8% | 4,614 | $73K |
| Proffitt & Goodson Inc. | 0.01% | New | 4,606 | $73K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -13.6% | 4,224 | $67K |
| United Community Bank | 0.02% | Add +0.1% | 4,180 | $66K |
| Caldwell Trust Co | 0.01% | Reduce -26.6% | 4,146 | $65K |
| Zions Bancorporation, National Association | 0.00% | Add +6217.2% | 4,043 | $64K |
| TD Private Client Wealth LLC | 0.00% | Add +11.3% | 4,010 | $63K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3,470 | $55K |
| Kestra Investment Management, LLC | 0.00% | Add +672.0% | 3,443 | $54K |
| iA Global Asset Management Inc. | 0.00% | Reduce -81.8% | 3,321 | $52K |
| MCF Advisors LLC | 0.00% | Reduce -48.4% | 3,176 | $50K |
| Danske Bank A/S | 0.00% | Reduce -53.9% | 3,000 | $47K |
| Silvant Capital Management LLC | 0.00% | No change | 2,649 | $42K |
| UMB Bank, n.a. | 0.00% | Add +45.8% | 2,623 | $41K |
| Arax Advisory Partners | 0.00% | Reduce -78.6% | 2,570 | $41K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.8% | 2,559 | $40K |
| Capital Analysts, LLC | 0.00% | Reduce -0.1% | 2,510 | $40K |
| CI Investments Inc. | 0.00% | Add +25.2% | 2,289 | $36K |
| Huntington National Bank | 0.00% | Reduce -11.2% | 2,208 | $35K |
| Manchester Capital Management LLC | 0.00% | Reduce -3.1% | 2,152 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -7.3% | 2,133 | $34K |
| IFP Advisors, Inc | 0.00% | Add +55.7% | 2,127 | $34K |
| Truvestments Capital LLC | 0.01% | Reduce -40.2% | 2,105 | $33K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -95.5% | 2,103 | $33K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.1% | 1,948 | $31K |
| Caption Management, LLC | 0.00% | New | 1,929 | $30K |
| Capital A Wealth Management, LLC | 0.33% | Add +4802.9% | 1,667 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,824 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -21.4% | 1,650 | $26K |
| Curat Global, LLC | 0.02% | Reduce -50.0% | 1,610 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 1,600 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -24.7% | 1,494 | $24K |
| Clearstead Advisors, LLC | 0.00% | Reduce -46.2% | 1,474 | $23K |
| Crews Bank & Trust | 0.00% | No change | 1,325 | $21K |
| MUFG Securities EMEA plc | 0.00% | New | 1,320 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -13.7% | 1,313 | $21K |
| Private Trust Co. NA | 0.00% | Reduce -6.4% | 1,267 | $20K |
| Altshuler Shaham Ltd | 0.00% | New | 1,224 | $19K |
| Independence Bank of Kentucky | 0.00% | New | 1,210 | $19K |
| CYBER HORNET ETFs LLC | 0.01% | New | 1,188 | $19K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 950 | $15K |
| Leonteq Securities AG | 0.00% | Add +88.1% | 948 | $15K |
| NewSquare Capital LLC | 0.00% | Add +934.1% | 941 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 934 | $15K |
| Larson Financial Group LLC | 0.00% | Add +104.5% | 908 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | Add +60.4% | 815 | $13K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 788 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $12K |
| Clearstead Trust, LLC | 0.00% | New | 732 | $12K |
| Whittier Trust Co. | 0.00% | Reduce -34.4% | 731 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +161.4% | 698 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -37.2% | 671 | $11K |
| Hemington Wealth Management | 0.00% | Add +20.4% | 638 | $10K |
| Cromwell Holdings LLC | 0.01% | Reduce -37.7% | 624 | $10K |
| Addison Advisors LLC | 0.00% | New | 565 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.6% | 520 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +1.3% | 484 | $8K |
| Avion Wealth | 0.00% | Add +7.2% | 536 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +1217.5% | 527 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Add +46.3% | 474 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 336 | $7K |
| Red Tortoise LLC | 0.00% | No change | 446 | $7K |
| True Wealth Design, LLC | 0.00% | Reduce -79.8% | 443 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -99.4% | 381 | $6K |
| WPG Advisers, LLC | 0.00% | Add +460.0% | 336 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -65.2% | 329 | $5K |
| Activest Wealth Management | 0.00% | Add +0.0% | 321 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 315 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Add +37.3% | 302 | $5K |
| Summit Securities Group LLC | 0.00% | Reduce -88.8% | 301 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -33.4% | 271 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 267 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 258 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +1.3% | 238 | $4K |
| WealthCollab, LLC | 0.00% | No change | 235 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -38.4% | 231 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 200 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 190 | $3K |
| ORG Partners LLC | 0.00% | Add +49.6% | 172 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 171 | $3K |
| Hilltop National Bank | 0.00% | — | 162 | $3K |
| Eastern Bank | 0.00% | No change | 161 | $3K |
| Headlands Technologies LLC | 0.00% | Reduce -98.5% | 148 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -56.0% | 138 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 129 | $2K |
| GW&K Investment Management, LLC | 0.00% | Add +24.1% | 139 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 126 | $2K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 125 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 123 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -69.7% | 91 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 118 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 112 | $2K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 108 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 105 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 100 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.5% | 97 | $2K |
| Howard Hughes Medical Institute | 0.00% | New | 96 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 90 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +13.3% | 85 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.5% | 83 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 80 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -99.5% | 63 | $994 |
| Hughes Financial Services, LLC | 0.00% | Reduce -35.4% | 42 | $886 |
| Spire Wealth Management | 0.00% | Reduce -93.5% | 56 | $883 |
| Tidemark, LLC | 0.00% | No change | 55 | $867 |
| Grove Bank & Trust | 0.00% | Reduce -74.2% | 53 | $836 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.2% | 52 | $821 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -86.7% | 46 | $726 |
| Principia Wealth Advisory, LLC | 0.00% | Add +28.6% | 45 | $710 |
| American Capital Advisory, LLC | 0.00% | New | 41 | $647 |
| Dunhill Financial, LLC | 0.00% | Reduce -2.4% | 40 | $639 |
| Kilter Group LLC | 0.00% | New | 40 | $631 |
| Bayforest Capital Ltd | 0.00% | Reduce -99.4% | 39 | $615 |
| CVA Family Office, LLC | 0.00% | Reduce -48.0% | 38 | $599 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 36 | $568 |
| MV Capital Management, Inc. | 0.00% | Reduce -54.0% | 35 | $552 |
| TFC Financial Management, Inc. | 0.00% | Reduce -75.0% | 35 | $552 |
| Sound Income Strategies, LLC | 0.00% | Reduce -81.9% | 34 | $536 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 34 | $536 |
| Rise Advisors, LLC | 0.00% | No change | 32 | $505 |
| HFM Investment Advisors, LLC | 0.00% | Add +88.2% | 32 | $505 |
| Crewe Advisors LLC | 0.00% | Add +93.8% | 31 | $489 |
| Rossby Financial, LCC | 0.00% | New | 26 | $410 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +271.4% | 26 | $410 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -37.5% | 25 | $395 |
| Strengthening Families & Communities, LLC | 0.00% | New | 22 | $352 |
| Quaker Wealth Management, LLC | 0.00% | — | 22 | $347 |
| Garde Capital, Inc. | 0.00% | No change | 20 | $316 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +35.7% | 19 | $300 |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.3% | 16 | $252 |
| WestEnd Advisors, LLC | 0.00% | Reduce -23.1% | 10 | $158 |
| Rakuten Securities, Inc. | 0.00% | Reduce -55.0% | 9 | $142 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $113 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $16 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 21 | $0 |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.