Who Owns INVESCO ACTIVELY MANAGED EXC (IROC)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $116.2M of INVESCO ACTIVELY MANAGED EXC (IROC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($93.9M), ASHTON THOMAS SECURITIES, LLC ($3.7M), ABLE Financial Group, LLC ($3.5M), Arax Advisory Partners ($2.3M), Gladstone Institutional Advisory LLC ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Invesco Ltd.	$93.9M	1.8M	Hold
2	ASHTON THOMAS SECURITIES, LLC	$3.7M	72,126	New
3	ABLE Financial Group, LLC	$3.5M	67,582	Added
4	Arax Advisory Partners	$2.3M	43,968	Hold
5	Gladstone Institutional Advisory LLC	$2.0M	39,615	Added
6	Capital Analysts, LLC	$1.6M	31,100	Added
7	Cetera Investment Advisers	$1.3M	24,640	Added
8	LPL Financial LLC	$1.1M	22,308	Added
9	JANE STREET GROUP, LLC	$1.0M	20,430	Trimmed
10	MGO ONE SEVEN LLC	$922,975	18,000	New
11	OSAIC HOLDINGS, INC.	$915,240	17,846	Added
12	Sanctuary Advisors, LLC	$895,687	17,468	Added
13	OneDigital Investment Advisors LLC	$649,928	12,675	New
14	NAPLES GLOBAL ADVISORS, LLC	$490,664	9,569	Added
15	CoreCap Advisors, LLC	$294,634	5,746	Added
16	COMMONWEALTH EQUITY SERVICES, LLC	$272,540	5,315	New
17	Modern Wealth Management, LLC	$249,511	4,866	New
18	World Investment Advisors	$238,915	4,743	Hold
19	Turner Financial Group, Inc.	$230,470	4,495	New
20	Envestnet Portfolio Solutions, Inc.	$221,360	4,317	New
21	CITADEL ADVISORS LLC	$213,515	4,164	New
22	PNC Financial Services Group, Inc.	$153,873	3,001	New
23	PRIVATE TRUST CO NA	$55,532	1,083	New
24	Farther Finance Advisors, LLC	$50,756	990	New
25	FIFTH THIRD BANCORP	$8,717	170	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30