Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$571,501
+$178,896 QoQ
Shares Held
21,656
+44.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#333
of 655 holders
Holding Since
Dec 2020
12 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, 2026Dynamic Technology Lab Private Ltd holds $6,406,604 across 12 Asset Management names. IVZ ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
10,380 | $1,760,448 | |
| 2 | SEIC |
Sei Investments Co
|
11,609 | $1,018,225 | |
| 3 | SLRC |
SLR Investment Corp.
|
51,015 | $631,055 | |
| 4 | IVZ |
Invesco Ltd.
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|
21,656 | $571,501 | |
| 5 | KBDC |
Kayne Anderson BDC, Inc.
|
33,872 | $458,288 | |
| 6 | APAM |
Artisan Partners Asset Management Inc.
|
9,606 | $331,695 | |
| 7 | TRIN |
Trinity Capital Inc.
|
17,173 | $307,224 | |
| 8 | HLNE |
Hamilton Lane INC
|
3,810 | $300,342 |
All Filings in IVZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,501 | 21,656 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $392,605 | 14,945 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $793,254 | 52,291 | Shares | Sole | 2025-05-16 | |
| 2024-06-30 | $458,494 | 30,648 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $193,118 | 10,825 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $1,045,073 | 63,724 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,734,200 | 96,398 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $800,847 | 58,456 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,970,581 | 85,603 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $770,676 | 31,965 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,659,982 | 99,513 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $1,438,044 | 82,504 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||