18 institutions reported holding $106.0M of INVESCO ACTIVELY MANAGED EXC (IROC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Invesco Ltd. ($92.2M), ABLE Financial Group, LLC ($2.7M), Arax Advisory Partners ($2.2M), Gladstone Institutional Advisory LLC ($1.9M), Capital Analysts, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Invesco Ltd. | $92.2M | 1.8M | Hold |
| 2 | ABLE Financial Group, LLC | $2.7M | 53,633 | Added |
| 3 | Arax Advisory Partners | $2.2M | 43,968 | New |
| 4 | Gladstone Institutional Advisory LLC | $1.9M | 38,585 | New |
| 5 | Capital Analysts, LLC | $1.5M | 30,065 | Added |
| 6 | JANE STREET GROUP, LLC | $1.3M | 26,076 | Trimmed |
| 7 | Cetera Investment Advisers | $945,895 | 18,778 | Added |
| 8 | OSAIC HOLDINGS, INC. | $752,119 | 14,932 | Added |
| 9 | LPL Financial LLC | $743,744 | 14,765 | Added |
| 10 | Sanctuary Advisors, LLC | $511,199 | 10,148 | Added |
| 11 | NAPLES GLOBAL ADVISORS, LLC | $310,746 | 6,169 | New |
| 12 | CoreCap Advisors, LLC | $269,440 | 5,349 | Hold |
| 13 | Private Advisor Group, LLC | $259,921 | 5,160 | New |
| 14 | World Investment Advisors | $238,915 | 4,743 | Hold |
| 15 | FIFTH THIRD BANCORP | $8,060 | 160 | New |
| 16 | Sunrise Financial Services, LLC | $5,037 | 100 | New |
| 17 | AE Wealth Management LLC | $1,511 | 30 | New |
| 18 | U.S. Capital Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31