Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,339,259
+$33,281,615 QoQ
Shares Held
497,282
+52.3% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Derivatives in IVZ
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$52,502
PutShares
2,415
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $156,875,873 across 75 Asset Management names. IVZ ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
497,282 | $65,339,259 | |
| 2 | ARES |
Ares Management Corp
|
143,244 | $15,944,488 | |
| 3 | BX |
Blackstone Inc.
|
133,505 | $15,709,531 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
347,907 | $10,496,354 | |
| 5 | APO |
Apollo Global Management, Inc.
|
57,827 | $6,841,511 | |
| 6 | RJF |
Raymond James Financial Inc
|
42,992 | $6,536,073 | |
| 7 | BLK |
BlackRock, Inc.
|
6,595 | $6,341,487 | |
| 8 | KKR |
KKR & Co. Inc.
|
42,298 | $3,882,109 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,133 | 129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,970 | 646 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $1,600 | 107 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||