Who Owns INVESCO ACTIVELY MANAGED EXC (EFAA)? -- Institutional Holders (2026-03-31)

65 institutions reported holding $306.5M of INVESCO ACTIVELY MANAGED EXC (EFAA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Invesco Ltd. ($73.2M), LPL Financial LLC ($37.4M), RAYMOND JAMES FINANCIAL INC ($25.9M), MORGAN STANLEY ($24.7M), Private Advisor Group, LLC ($19.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$73.2M1.4MTrimmed
2LPL Financial LLC$37.4M708,329Added
3RAYMOND JAMES FINANCIAL INC$25.9M491,801Added
4MORGAN STANLEY$24.7M469,129New
5Private Advisor Group, LLC$19.0M361,063Trimmed
6JONES FINANCIAL COMPANIES LLLP$13.2M257,133Added
7LEE JOHNSON CAPITAL MANAGEMENT, LLC$12.2M230,813Added
8Steward Partners Investment Advisory, LLC$8.8M166,335Added
9PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$8.3M157,919Added
10Cetera Investment Advisers$8.1M152,789Added
11UBS Group AG$7.8M147,754Added
12ENVESTNET ASSET MANAGEMENT INC$5.4M102,092Added
13MML INVESTORS SERVICES, LLC$5.3M101,394Added
14Chicago Partners Investment Group LLC$5.2M95,375Added
15Lifestyle Asset Management, Inc.$4.3M80,665Added
16SageGuard Financial Group, LLC$3.6M68,321Trimmed
17JANE STREET GROUP, LLC$3.6M67,796Trimmed
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.4M64,507Added
19Advisor OS, LLC$3.1M59,504Added
20MJP ASSOCIATES INC /ADV$3.1M59,504Added
21Prospera Financial Services Inc$2.6M49,625Added
22COMMONWEALTH EQUITY SERVICES, LLC$2.5M47,305Added
23STIFEL FINANCIAL CORP$2.3M44,085Added
24Wealth Intelligence, LLC$2.3M43,458New
25Marshall & Sterling Wealth Advisors Inc.$2.0M38,479New

Source: SEC Form 13F filings · as of 2026-03-31