Public record / Tickers / IVZ

IVZ — Invesco Ltd.†

Both disclosure regimes on one name: who in Congress filed about IVZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
61
all PTR rows naming IVZ
Members · 12m
2
1 buys · 2 sells · by trade date
Latest PTR
04-03
filed 2026-04-03
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $100K–$250K

SELL · traded 2017-01-12 → filed 2017-02-08. Ranked over every IVZ row by the provable lower bound, never a point estimate.

2 members · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

11 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IVZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IVZ
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03Kevin Hern R–OK-1SELL JT (jointly owned)Traded 03-17 +17d$15K–$50K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 01-09 +35d$1K–$15K
2025-04-28Robert P. Bresnahan, Jr. R–PA-8SELLTraded 04-08 +20d$1K–$15K
2024-11-14Gary C. Peters D–MISELLTraded 10-17 +28d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 61 ↗

Members active in IVZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing IVZ in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Kevin Hern R–OK-11−$50.0K to −$15.0K1

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · IVZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $312K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · INVESCO LTD

Merged timeline of congressional filings and notable-manager moves on IVZ
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+22 sh
2026-05-15Bridgewater Associates 13FEXIT−28,015 sh
2026-05-15Moore Capital Management 13FEXIT−670,080 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of IVZ for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$941M1
2VANGUARD CAPITAL MANAGEMENT LLC$679M1
3MILLENNIUM MANAGEMENT LLC$526M1
4DIMENSIONAL FUND ADVISORS LP$519M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$468M1
6STATE STREET CORP$406M1
7GEODE CAPITAL MANAGEMENT, LLC$311M1
8AQR CAPITAL MANAGEMENT LLC$300M1
9Invesco Ltd.$256M1
10MORGAN STANLEY$194M1
11NORTHERN TRUST CORP$146M1
12ALLIANCEBERNSTEIN L.P.$126M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$108M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$85.6M1
15Bank of New York Mellon Corp$83.4M1
16MACQUARIE GROUP LTD$81.0M1
17TRIAN FUND MANAGEMENT, L.P.$72.2M1
18D. E. Shaw & Co., Inc.$72.2M1
19UBS Group AG$70.0M1
20BANK OF AMERICA CORP /DE/$64.5M1
21Qube Research & Technologies Ltd$62.8M1
22VANGUARD FIDUCIARY TRUST CO$60.0M1
23DEUTSCHE BANK AG\$48.3M1
24Nuveen, LLC$47.4M1
25FIRST TRUST ADVISORS LP$44.3M1
26CITIGROUP INC$41.3M1
27Point72 Asset Management, L.P.$38.9M1
28Quantinno Capital Management LP$38.3M1
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$35.8M1
30SEI INVESTMENTS CO$35.7M1
31ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$31.3M1
32RAYMOND JAMES FINANCIAL INC$29.7M1
33BASSWOOD CAPITAL MANAGEMENT, L.L.C.$29.3M1
34LETKO, BROSSEAU & ASSOCIATES INC$29.1M1
35Allianz Asset Management GmbH$28.7M1
36Alyeska Investment Group, L.P.$28.4M1
37Delta Global Management LP$27.3M1
38Amundi$25.3M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.4M1
40Vanguard Global Advisers, LLC$23.6M1
41TODD ASSET MANAGEMENT LLC$22.5M1
42Engineers Gate Manager LP$22.4M1
43IEQ CAPITAL, LLC$22.2M1
44VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.0M1
45Squarepoint Ops LLC$20.1M1
46PRINCIPAL FINANCIAL GROUP INC$20.0M1
47FRANKLIN RESOURCES INC$19.9M1
48BANK OF MONTREAL /CAN/$19.6M1
49Swiss National Bank$17.1M1
50Cerity Partners LLC$17.1M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$17.0M1
52Legal & General Group Plc$16.6M1
53HSBC HOLDINGS PLC$16.4M1
54ROYAL BANK OF CANADA$16.1M1
55CREDIT AGRICOLE S A$15.8M1
56FMR LLC$14.1M1
57Susquehanna Portfolio Strategies, LLC$14.0M1
58Mitsubishi UFJ Asset Management Co., Ltd.$13.1M1
59WEALTHCARE CAPITAL MANAGEMENT LLC$11.3M1
60Endure Capital Management, LLC$11.2M1
61CANADA PENSION PLAN INVESTMENT BOARD$11.2M1
62Governors Lane LP$10.4M1
63TWO SIGMA INVESTMENTS, LP$9.4M1
64WELLS FARGO & COMPANY/MN$9.3M1
65STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$9.0M1
66Mariner, LLC$8.9M1
67ADAGE CAPITAL PARTNERS GP, L.L.C.$8.7M1
68ExodusPoint Capital Management, LP$8.4M1
69Live Oak Private Wealth LLC$8.2M1
70VANGUARD ASSET MANAGEMENT, Ltd$8.0M1
71Schonfeld Strategic Advisors LLC$7.7M1
72CITADEL ADVISORS LLC$7.5M1
73CWM, LLC$7.2M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.9M1
75Y-Intercept (Hong Kong) Ltd$6.9M1
76Holocene Advisors, LP$6.6M1
77Vontobel Holding Ltd.$6.3M1
78Connor, Clark & Lunn Investment Management Ltd.$6.3M1
79Robeco Institutional Asset Management B.V.$6.2M1
80NATIONAL BANK OF CANADA /FI/$6.2M1
81PRUDENTIAL FINANCIAL INC$6.2M1
82WELLINGTON MANAGEMENT GROUP LLP$6.1M1
83STIFEL FINANCIAL CORP$5.9M1
84Creative Planning$5.9M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$5.7M1
86Corient Private Wealth LLC$5.5M1
87WINTON GROUP Ltd$5.4M1
88SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.4M1
89Chevy Chase Trust Holdings, LLC$5.3M1
90Mitsubishi UFJ Trust & Banking Corp$5.1M1
91Financiere des Professionnels - Fonds d'investissement inc.$5.0M1
92TORONTO DOMINION BANK$5.0M1
93D.A. DAVIDSON & CO.$5.0M1
94LPL Financial LLC$4.8M1
95MERCER GLOBAL ADVISORS INC /ADV$4.7M1
96VISTA INVESTMENT PARTNERS LLC$4.5M1
97MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.4M1
98Convergence Investment Partners, LLC$4.3M1
99Cinctive Capital Management LP$4.3M1
100LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.2M1
101STOREBRAND ASSET MANAGEMENT AS$4.1M1
102Janus Henderson Group Ltd.$4.0M1
103CIBC Bancorp USA Inc.$3.9M1
104Financial Sense Advisors, Inc.$3.8M1
105Mubadala Investment Co PJSC$3.8M1
106HANCOCK WHITNEY CORP$3.7M1
107Del-Sette Capital Management, LLC$3.6M1
108Cetera Investment Advisers$3.5M1
109ProShare Advisors LLC$3.5M1
110Man Group plc$3.3M1
111MACKENZIE FINANCIAL CORP$3.3M1
112Zurcher Kantonalbank (Zurich Cantonalbank)$3.3M1
113QRG CAPITAL MANAGEMENT, INC.$3.3M1
114Havemeyer Place LP$3.2M1
115Caption Management, LLC$3.2M1
116PUBLIC SECTOR PENSION INVESTMENT BOARD$3.1M1
117Czech National Bank$2.9M1
118Rafferty Asset Management, LLC$2.9M1
119VISTA INVESTMENT PARTNERS II, LLC$2.9M1
120LAZARD ASSET MANAGEMENT LLC$2.8M1
121STATE OF MICHIGAN RETIREMENT SYSTEM$2.8M1
122State of New Jersey Common Pension Fund D$2.8M1
123Ruffer LLP$2.7M1
124ZACKS INVESTMENT MANAGEMENT$2.7M1
125Pathstone Holdings, LLC$2.7M1
126COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.5M1
127MetLife Investment Management, LLC$2.5M1
128Baird Financial Group, Inc.$2.5M1
129TRUIST FINANCIAL CORP$2.5M1
130KLP KAPITALFORVALTNING AS$2.4M1
131Grantham, Mayo, Van Otterloo & Co. LLC$2.4M1
132CIBC Asset Management Inc$2.4M1
133HARMONY ASSET MANAGEMENT LLC$2.4M1
134Focus Partners Wealth$2.4M1
135Arizona State Retirement System$2.4M1
136CONTINENTAL ADVISORS LLC$2.4M1
137Retirement Systems of Alabama$2.3M1
138Vanguard Investments Australia, Ltd.$2.2M1
139Mirae Asset Global Investments Co., Ltd.$2.1M1
140VOYA INVESTMENT MANAGEMENT LLC$2.1M1
141NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M1
142Wealthfront Advisers LLC$2.1M1
143PICTON MAHONEY ASSET MANAGEMENT$2.1M1
144Asset Management One Co., Ltd.$2.0M1
145VARCOV Co.$1.9M1
146Pictet Asset Management Holding SA$1.9M1
147TD ASSET MANAGEMENT INC$1.9M1
148ENVESTNET ASSET MANAGEMENT INC$1.8M1
149Mork Capital Management, LLC$1.8M1
150Northstar Advisory Group, LLC$1.7M1
151Vanguard Personalized Indexing Management, LLC$1.7M1
152NEOS Investment Management LLC$1.7M1
153Gold Investment Management Ltd.$1.7M1
154ASSETMARK, INC$1.7M1
155UniSuper Management Pty Ltd$1.6M1
156TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
157NewEdge Advisors, LLC$1.6M1
158FORA Capital, LLC$1.6M1
159GREENWOOD CAPITAL ASSOCIATES LLC$1.6M1
160STATE OF WISCONSIN INVESTMENT BOARD$1.6M1
161Allworth Financial LP$1.5M1
162O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.5M1
163Summit Trail Advisors, LLC$1.5M1
164AXQ CAPITAL, LP$1.4M1
165Parrish Capital LLC$1.4M1
166Buckley Wealth Management, LLC$1.4M1
167AE Wealth Management LLC$1.4M1
168CSS LLC/IL$1.4M1
169FOUNDATIONS INVESTMENT ADVISORS, LLC$1.4M1
170COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
171MML INVESTORS SERVICES, LLC$1.3M1
172Illinois Municipal Retirement Fund$1.3M1
173OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
174GUGGENHEIM CAPITAL LLC$1.2M1
175ADVISORY RESEARCH INC$1.2M1
176Focus Partners Advisor Solutions, LLC$1.2M1
177Merit Financial Group, LLC$1.2M1
178CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.2M1
179Savant Capital, LLC$1.2M1
180AMERICAN CENTURY COMPANIES INC$1.2M1
181MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
182Prana Capital Management, LP$1.1M1
183Aviance Capital Partners, LLC$1.1M1
184Wealthstar Advisors, LLC$1.1M1
185AMERICAN FINANCIAL GROUP INC$1.1M1
186Friedenthal Financial$1.1M1
187KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
188Equitable Holdings, Inc.$1.1M1
189XPONANCE LLC$1.1M1
190Magnetar Financial LLC$1.0M1
191Trexquant Investment LP$1.0M1
192HighTower Advisors, LLC$1.0M1
193OSAIC HOLDINGS, INC.$1.0M1
194Sequoia Financial Advisors, LLC$980K1
195Pallas Capital Advisors LLC$974K1
196Federation des caisses Desjardins du Quebec$955K1
197Wealthcare Advisory Partners LLC$912K1
198Ethic Inc.$905K1
199Guinness Asset Management LTD$900K1
200Daiwa Securities Group Inc.$879K1
201Retirement Planning Co of New England, Inc.$872K1
202Private Advisor Group, LLC$867K1
203Polymer Capital Management (US) LLC$856K1
204Sanctuary Advisors, LLC$811K1
205BNP Paribas Asset Management Holding S.A.$803K1
206Tidal Investments LLC$778K1
207F/m Investments LLC$766K1
208Ensign Peak Advisors, Inc$745K1
209BTG Pactual Asset Management US LLC$740K1
210NorthCrest Asset Manangement, LLC$738K1
211Quilter Plc$729K1
212Caprock Group, LLC$722K1
213EVERGREEN CAPITAL MANAGEMENT LLC$721K1
214Arvest Bank Trust Division$720K1
215Crossmark Global Holdings, Inc.$717K1
216Chicago Partners Investment Group LLC$688K1
217HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$678K1
218Norinchukin Bank, The$673K1
219Advisors Asset Management, Inc.$661K1
220Emerald Investment Advisers, LLC$656K1
221MIZUHO SECURITIES USA LLC$652K1
222Krilogy Financial LLC$648K1
223Bull Harbor Capital LLC$633K1
224HB Wealth Management, LLC$620K1
225FIFTH THIRD BANCORP$617K1
226Three Seasons Wealth, LLC$616K1
227DRW Securities, LLC$610K1
228Venture Visionary Partners LLC$593K1
229EVOLVE PRIVATE WEALTH, LLC$588K1
230Kera Capital Partners, Inc.$583K1
231Aberdeen Group plc$548K1
232Wedmont Private Capital$547K1
233MAI Capital Management$541K1
234NOVARE CAPITAL MANAGEMENT LLC$534K1
235U.S. Capital Wealth Advisors, LLC$529K1
236Kestra Advisory Services, LLC$522K1
237Allspring Global Investments Holdings, LLC$522K1
238WADDELL & ASSOCIATES, LLC$520K1
239INCEPTIONR LLC$516K1
240Tower Research Capital LLC (TRC)$512K1
241KEYBANK NATIONAL ASSOCIATION/OH$511K1
242Fieldview Capital Management, LLC$511K1
243Curi Capital, LLC$507K1
244Apollon Wealth Management, LLC$506K1
245OpenArc Corporate Advisory, LLC$505K1
246Gladstone Institutional Advisory LLC$494K1
247Inscription Capital, LLC$490K1
248ING GROEP NV$490K1
249ARVEST INVESTMENTS, INC.$488K1
250MALTESE CAPITAL MANAGEMENT LLC$486K1
251Maryland State Retirement & Pension System$477K1
252Sagewood Asset Management LP$468K1
253Utah Retirement Systems$467K1
254BEACON INVESTMENT ADVISORY SERVICES, INC.$465K1
255M&T BANK CORP$462K1
256Wealth Management Associates, Inc.$461K1
257Kendall Capital Management$460K1
258NOMURA HOLDINGS INC$455K1
259DnB Asset Management AS$453K1
260JOHNSON INVESTMENT COUNSEL INC$448K1
261MUFG Securities EMEA plc$445K1
262Brooklyn Investment Group$443K1
263Bleakley Financial Group, LLC$441K1
264NATIXIS$433K1
265EDMOND DE ROTHSCHILD HOLDING S.A.$425K1
266EVOKE WEALTH, LLC$422K1
267GROUP ONE TRADING LLC$422K1
268Waverly Advisors, LLC$421K1
269COMMERCE BANK$416K1
270Generali Asset Management SPA SGR$415K1
271Independent Advisor Alliance$412K1
272GLENMEDE TRUST CO NA$407K1
273Global Financial Private Client, LLC$406K1
274UNITED CAPITAL FINANCIAL ADVISORS, LLC$400K1
275Elo Mutual Pension Insurance Co$400K1
276WealthBridge Capital Management, LLC$396K1
277EP Wealth Advisors, LLC$395K1
278NOMURA ASSET MANAGEMENT CO LTD$380K1
279QUADRANT CAPITAL GROUP LLC$374K1
280DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$373K1
281Compound Planning, Inc.$372K1
282EAGLE ROCK INVESTMENT COMPANY, LLC$369K1
283Baker Avenue Asset Management, LP$365K1
284nVerses Capital, LLC$365K1
285Atria Investments, Inc$359K1
286MATHER GROUP, LLC.$352K1
287Vise Technologies, Inc.$346K1
288Prospera Financial Services Inc$344K1
289Sumitomo Mitsui DS Asset Management Company, Ltd$343K1
290Holcombe Financial, Inc.$342K1
291Paragon Capital Management Ltd$339K1
292JANE STREET GROUP, LLC$338K1
293World Investment Advisors$330K1
294Brand Asset Management Group, Inc.$326K1
295US BANCORP \DE\$323K1
296Adams Wealth Management$322K1
297CacheTech Inc.$322K1
298Arax Advisory Partners$320K1
299Verition Fund Management LLC$318K1
300Element Wealth, LLC$317K1
301Gotham Asset Management, LLC$312K1
302Edgestream Partners, L.P.$312K1
303CHOREO, LLC$310K1
304Frec Markets, Inc.$304K1
305EWA, LLC$303K1
306COLDSTREAM CAPITAL MANAGEMENT INC$302K1
307Aaron Wealth Advisors LLC$301K1
308JACKSON THORNTON WEALTH MANAGEMENT, LLC$299K1
309MUFG SECURITIES AMERICAS INC.$298K1
310Caerus Investment Advisors, LLC$293K1
311SECURIAN ASSET MANAGEMENT, INC$292K1
312AlphaCentric Advisors LLC$290K1
313SIGNATUREFD, LLC$288K1
314INDEPENDENT FINANCIAL GROUP, LLC$288K1
315Lido Advisors, LLC$285K1
316Orion Porfolio Solutions, LLC$285K1
317VestGen Advisors, LLC$283K1
318RITHOLTZ WEALTH MANAGEMENT$276K1
319QTR Family Wealth, LLC$275K1
320KEYNOTE FINANCIAL SERVICES LLC$273K1
321MIRABELLA FINANCIAL SERVICES LLP$270K1
322LGT Group Foundation$269K1
323Optas, LLC$264K1
324Carrera Capital Advisors$259K1
325North Dakota State Investment Board$258K1
326Odyssean, LLC$252K1
327Ironwood Investment Counsel, LLC$249K1
328Stratos Wealth Partners, LTD.$248K1
329NORDEN GROUP LLC$247K1
330PANAGORA ASSET MANAGEMENT INC$247K1
331Quarry LP$243K1
332FOX RUN MANAGEMENT, L.L.C.$243K1
333Walleye Trading LLC$243K1
334JOURNEY STRATEGIC WEALTH LLC$241K1
335PATTON FUND MANAGEMENT, INC.$240K1
336EXCHANGE TRADED CONCEPTS, LLC$237K1
337Parallax Volatility Advisers, L.P.$236K1
338Cornerstone Wealth Management, LLC$233K1
339BANK OF NOVA SCOTIA$233K1
340MCGUIRE CAPITAL ADVISORS INC$227K1
341MinichMacGregor Wealth Management, LLC$225K1
342Ascent Group, LLC$224K1
343Savvy Advisors, Inc.$222K1
344Symmetry Partners, LLC$222K1
345Envestnet Portfolio Solutions, Inc.$219K1
346Dorsey & Whitney Trust CO LLC$216K1
347waypoint wealth counsel$213K1
348Parcion Private Wealth LLC$211K1
349Everhart Financial Group, Inc.$208K1
350VICTORY FINANCIAL GROUP, LLC$206K1
351Cornerstone Select Advisors, LLC$206K1
352Metis Global Partners, LLC$203K1
353MCF Advisors LLC$142K1
354Resona Asset Management Co.,Ltd.$132K1
355Walleye Capital LLC$128K1
356Rockefeller Capital Management L.P.$111K1
357Wealth Enhancement Trust Services, Inc.$100K1
358EFG International AG$98.8K1
359Pinpoint Asset Management (Singapore) Pte. Ltd.$97.0K1
360Pinnacle Wealth Planning Services, Inc.$94.0K1
361PROFFITT & GOODSON INC$84.5K1
362Evelyn Partners Investment Management LLP$84.3K1
363Caldwell Trust Co$84.3K1
364Intentional Wealth Strategies, LLC$81.6K1
365Twin Tree Management, LP$78.3K1
366UMB Bank, n.a.$77.7K1
367True Wealth Design, LLC$68.6K1
368Silvant Capital Management LLC$64.3K1
369Larson Financial Group LLC$63.2K1
370Smartleaf Asset Management LLC$62.5K1
371Elevated Capital Advisors, LLC$61.1K1
372Deseret Mutual Benefit Administrators$60.7K1
373Eurizon Capital SGR S.p.A.$60.2K1
374Truvestments Capital LLC$51.1K1
375MEEDER ASSET MANAGEMENT INC$45.7K1
376CENTRAL TRUST Co$45.5K1
377Manchester Capital Management LLC$45.4K1
378FEDERATED HERMES, INC.$45.2K1
379Blue Trust, Inc.$45.2K1
380HHM Wealth Advisors, LLC$40.1K1
381TD Waterhouse Canada Inc.$29.4K1
382SJS Investment Consulting Inc.$29.3K1
383CNB Bank$25.5K1
384Activest Wealth Management$22.9K1
385Parkside Financial Bank & Trust$19.6K1
386GABLES CAPITAL MANAGEMENT INC.$19.3K1
387HM PAYSON & CO$19.2K1
388Measured Wealth Private Client Group, LLC$19.1K1
389SALEM INVESTMENT COUNSELORS INC$18.2K1
390Leonteq Securities AG$18.2K1
391Steward Partners Investment Advisory, LLC$18.0K1
392Clearstead Trust, LLC$17.8K1
393Owl Creek Wealth Partners LLC$16.7K1
394Cromwell Holdings LLC$15.6K1
395Basecamp Wealth Advisors LLC$14.9K1
396DANSKE BANK A/S$12.1K1
397CVA Family Office, LLC$12.1K1
398Dogwood Wealth Management LLC$12.1K1
399Addison Advisors LLC$11.8K1
400JFS WEALTH ADVISORS, LLC$10.5K1
401WPG Advisers, LLC$9.6K1
402THRIVENT FINANCIAL FOR LUTHERANS$9.6K1
403NEW YORK STATE TEACHERS RETIREMENT SYSTEM$8.7K1
404Guinness Atkinson Asset Management Inc$7.5K1
405SHP Wealth Management$6.8K1
406ALGERT GLOBAL LLC$6.7K1
407Spire Wealth Management$6.3K1
408Wesleyan Assurance Society$6.3K1
409ELEVATION WEALTH PARTNERS, LLC$6.0K1
410FARMERS & MERCHANTS INVESTMENTS INC$6.0K1
411Geneos Wealth Management Inc.$5.9K1
412WealthCollab, LLC$5.7K1
413Stone House Investment Management, LLC$5.4K1
414Olstein Capital Management, L.P.$5.3K1
415Triumph Capital Management$4.9K1
416Clearstead Advisors, LLC$4.8K1
417Westfuller Advisors, LLC$4.8K1
418Marquette Asset Management, LLC$4.5K1
419Jackson, Grant Investment Advisers, Inc.$4.2K1
420Hilltop National Bank$3.9K1
421Grove Bank & Trust$3.8K1
422Transamerica Financial Advisors, LLC$3.8K1
423Treasurer of the State of North Carolina$3.8K1
424Rialto Wealth Management, LLC$3.7K1
425Kilter Group LLC$3.5K1
426CANADA LIFE ASSURANCE Co$3.2K1
427Synergy Investment Management, LLC$3.1K1
428SIMA Wealth Partners, LLC$3.0K1
429Prestige Wealth Management Group LLC$2.9K1
430POM Investment Strategies, LLC$2.9K1
431Compagnie Lombard Odier SCmA$2.7K1
432Retirement Wealth Solutions LLC$2.6K1
433BFSG, LLC$2.4K1
434DiNuzzo Private Wealth, Inc.$2.4K1
435Physician Wealth Advisors, Inc.$2.2K1
436Quest 10 Wealth Builders, Inc.$2.2K1
437Atlantic Union Bankshares Corp$1.8K1
438SUMMIT SECURITIES GROUP LLC$1.8K1
439South Dakota Investment Council$1.4K1
440Kentucky Retirement Systems$1.3K1
441Caitlin John, LLC$1.3K1
442State of Alaska, Department of Revenue$1.1K1
443KBC Group NV$1.0K1
444American Capital Advisory, LLC$9961
445SouthState Bank Corp$9481
446MV CAPITAL MANAGEMENT, INC.$8751
447TFC Financial Management, Inc.$8511
448Private Wealth Management Group, LLC$8021
449Caitong International Asset Management Co., Ltd$7771
450HFM Investment Advisors, LLC$7771
451FINANCIAL CONSULATE, INC$7051
452Vermillion Wealth Management, Inc.$6801
453Quaker Wealth Management, LLC$5831
454Cassaday & Co Wealth Management LLC$4861
455Portus Wealth Advisors, LLC$4861
456PARK AVENUE SECURITIES LLC$4701
457Bell Investment Advisors, Inc$4621
458Vestcor Inc$3811
459Meramec Financial Planners, LLC$3751
460TopTier Wealth Management, LLC$3161
461DekaBank Deutsche Girozentrale$2261
462ARCADIA INVESTMENT MANAGEMENT CORP/MI$1711
463Signature Equity Partners, LLC$1461
4643 FACTOR INDEXING, LLC$1221
465VAN ECK ASSOCIATES CORP$691
466Capital Analysts, LLC$491
467Annis Gardner Whiting Capital Advisors, LLC$491
468Rakuten Securities, Inc.$241
469Avion Wealth$121
470Penserra Capital Management LLC$101
471Capital Advisors, Ltd. LLC$11
472Jefferies Financial Group Inc.— value not disclosed1
473VANGUARD GROUP INC— value not disclosed1
474Laird Norton Wetherby Trust Company, LLC— value not disclosed1
475VALLEY NATIONAL ADVISERS INC— value not disclosed1
476HARBOUR INVESTMENTS, INC.— value not disclosed1
477HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
478Brandywine Global Investment Management, LLC— value not disclosed1
479ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
480VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
481Avantax Planning Partners, Inc.— value not disclosed1
482GROUPAMA ASSET MANAGMENT— value not disclosed1
483CIBC WORLD MARKETS CORP— value not disclosed1
484EASTERN BANK— value not disclosed1
485HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC— value not disclosed1
486BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
487VALUEWORKS LLC— value not disclosed1
488CIBC Private Wealth Group LLC— value not disclosed1
489Bridgewater Associates, LP— value not disclosed1
490NORGES BANK— value not disclosed1
491Keel Point, LLC— value not disclosed1
492Hudson Bay Capital Management LP— value not disclosed1
493SAMLYN CAPITAL, LLC— value not disclosed1
494CIBC WORLD MARKET INC.— value not disclosed1
495INTACT INVESTMENT MANAGEMENT INC.— value not disclosed1
496SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
497MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
498GTS SECURITIES LLC— value not disclosed1
499IMC-Chicago, LLC— value not disclosed1
500TWO SIGMA ADVISERS, LP— value not disclosed1
Truncated by Public Filings. Every one of the 471 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$64.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IVZ

RETAINED WINDOW · ACTIVE HITS

Zero hits on IVZ in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IVZ · financials and macro

Financials — as filed PLANNED

IVZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IVZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing