Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,850,808
+$701,521 QoQ
Shares Held
85,260
+51.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Hillsdale Investment Management Inc. holds $34,640,993 across 9 Asset Management names. IVZ ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
446,735 | $19,026,443 | |
| 2 | SII |
Sprott Inc.
|
71,892 | $8,077,066 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
85,260 | $1,850,808 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
4,650 | $1,573,560 | |
| 5 | SEIC |
Sei Investments Co
|
15,270 | $1,339,331 | |
| 6 | AMP |
Ameriprise Financial Inc
|
2,840 | $1,302,878 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
27,200 | $1,193,536 | |
| 8 | NSLR |
Neostellar Capital Corp.
|
18,900 | $237,006 |
No Holdings History
No holdings records found for this institution in IVZ.