Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,510,579
-$5,840,535 QoQ
Shares Held
203,610
-49.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $96,889,511 across 32 Asset Management names. IVZ ranks #1 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
203,610 | $18,510,579 | |
| 2 | STT |
State Street Corp
|
276,022 | $15,915,914 | |
| 3 | BLK |
BlackRock, Inc.
|
13,355 | $12,841,633 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 5 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
246,045 | $5,206,312 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 7 | APO |
Apollo Global Management, Inc.
|
33,715 | $3,988,821 | |
| 8 | BX |
Blackstone Inc.
|
31,789 | $3,740,611 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,776 | 22,879 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $359,127 | 14,785 | Shares | Sole | 2026-05-05 | |
| 2020-03-31 | $108,969 | 12,001 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||