Cambridge Investment Research Advisors, Inc.
Position in IVZ — Invesco Ltd.
CIK 1419186
FAIRFIELD, IA
Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$664,577,051
+$264,262,154 QoQ
Shares Held
6,459,179
+15.6% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $1,456,889,748 across 296 Asset Management names. IVZ ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
6,459,179 | $664,577,051 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 4 | STT |
State Street Corp
|
1,054,949 | $58,209,368 | |
| 5 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 7 | BLK |
BlackRock, Inc.
|
53,916 | $22,721,662 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 |
All Filings in IVZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,010 | 52,975 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,315,837 | 54,172 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,002,069 | 38,145 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $644,728 | 28,105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $422,904 | 26,817 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $552,779 | 36,439 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $629,996 | 36,041 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $569,962 | 32,458 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $426,838 | 28,532 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,195,724 | 72,075 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $613,856 | 34,409 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $531,199 | 36,584 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $802,845 | 47,760 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,405,312 | 207,641 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $651,309 | 36,204 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $511,530 | 37,338 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $549,307 | 34,055 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,126,573 | 48,854 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,227,081 | 53,305 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,408,216 | 58,408 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,096,353 | 78,427 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,550,381 | 457,985 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,256,877 | 72,110 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $682,386 | 59,806 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $303,679 | 28,223 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $258,807 | 28,503 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||