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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $100K–$250K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 03-17 +17d$15K–$50K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2025-04-28Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +20d$1K–$15K
2024-11-14Gary C. Peters D–MISaleTraded 10-17 +28d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing IVZ in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
473VANGUARD GROUP INC$01
474Laird Norton Wetherby Trust Company, LLC$01
475VALLEY NATIONAL ADVISERS INC$01
476HARBOUR INVESTMENTS, INC.$01
477HOWARD HUGHES MEDICAL INSTITUTE$01
478Brandywine Global Investment Management, LLC$01
479ACADIAN ASSET MANAGEMENT LLC$01
480VIRGINIA RETIREMENT SYSTEMS ET Al$01
481Avantax Planning Partners, Inc.$01
482GROUPAMA ASSET MANAGMENT$01
483CIBC WORLD MARKETS CORP$01
484EASTERN BANK$01
485HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$01
486BALYASNY ASSET MANAGEMENT L.P.$01
487VALUEWORKS LLC$01
488CIBC Private Wealth Group LLC$01
489Bridgewater Associates, LP$01
490NORGES BANK$01
491Keel Point, LLC$01
492Hudson Bay Capital Management LP$01
493SAMLYN CAPITAL, LLC$01
494CIBC WORLD MARKET INC.$01
495INTACT INVESTMENT MANAGEMENT INC.$01
496SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
497MOORE CAPITAL MANAGEMENT, LP$01
498GTS SECURITIES LLC$01
499IMC-Chicago, LLC$01
500TWO SIGMA ADVISERS, LP$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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