Who Owns INVESCO (IIM)? -- Institutional Holders (2026-06-30)

100 institutions reported holding $102.5M of INVESCO (IIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($14.8M), GUGGENHEIM CAPITAL LLC ($12.6M), BANK OF AMERICA CORP /DE/ ($9.1M), MORGAN STANLEY ($8.8M), UBS Group AG ($7.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hennion & Walsh Asset Management, Inc.$14.8M1.2MAdded
2GUGGENHEIM CAPITAL LLC$12.6M986,932Trimmed
3BANK OF AMERICA CORP /DE/$9.1M712,866Trimmed
4MORGAN STANLEY$8.8M691,698Added
5UBS Group AG$7.5M589,926Added
6WELLS FARGO & COMPANY/MN$7.3M571,987Trimmed
7Wagner Wealth Management, LLC$4.4M341,853Added
8RAYMOND JAMES FINANCIAL INC$4.1M318,457Added
9VAN ECK ASSOCIATES CORP$3.4M269,300Added
10LPL Financial LLC$2.8M219,421Added
11Cetera Investment Advisers$2.5M200,092Added
12HUB Investment Partners, LLC$2.2M169,996Hold
13Rockefeller Capital Management L.P.$2.1M163,901Added
14COMMONWEALTH EQUITY SERVICES, LLC$2.0M155,836Trimmed
15NewEdge Advisors, LLC$1.5M117,649Added
16STIFEL FINANCIAL CORP$1.4M108,389Added
17OSAIC HOLDINGS, INC.$1.3M100,280Added
18Whipplewood Advisors, LLC$1.0M80,630Trimmed
19AMERIPRISE FINANCIAL INC$929,05071,559Added
20D.A. DAVIDSON & CO.$897,94970,538Trimmed
21Cambridge Investment Research Advisors, Inc.$791,00062,120Added
22&PARTNERS$703,47555,261Added
23Royal Bank of Canada$687,00054,019Trimmed
24LexAurum Advisors, LLC$566,74244,520Added
25Davis Investment Partners, LLC$557,77843,816Added

来源：SEC 13F 申报文件 · 截至 2026-06-30