Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$502,928
+$74,968 QoQ
Shares Held
5,409
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026Family Manage LLC holds $20,846,513 across 15 Asset Management names. IVZ ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
14,663 | $6,726,797 | |
| 2 | ARCC |
Ares Capital Corp
|
220,010 | $4,076,785 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
287,881 | $3,707,907 | |
| 4 | BSTZ |
BlackRock Science & Technology Term Trust
|
53,556 | $1,608,286 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
138,173 | $1,182,760 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,878 | $539,482 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
5,409 | $502,928 | |
| 8 | BX |
Blackstone Inc.
|
4,182 | $492,095 |
No Holdings History
No holdings records found for this institution in IVZ.