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Equibles

Lido Advisors, LLC

Position in IVZ — Invesco Ltd.

CIK 1650150 Los Angeles, CA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$34,294,914
+$31,626,868 QoQ
Shares Held
274,617
+220.5% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 44% Shared 0% None 56%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $265,089,214 across 101 Asset Management names. IVZ ranks #2 (12.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 38,764 $37,273,910
2 IVZ
Invesco Ltd.
This page 		274,617 $34,294,914
3 STT
State Street Corp
 290,177 $17,460,594
4 ARES
Ares Management Corp
 135,505 $15,083,061
5 ARCC
Ares Capital Corp
 776,654 $14,391,398
6 BX
Blackstone Inc.
 84,136 $9,900,281
7 APO
Apollo Global Management, Inc.
 81,294 $9,617,892
8 GBDC
GOLUB CAPITAL BDC, Inc.
 498,198 $6,416,789

All Filings in IVZ

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $650,249 24,640
2026-03-31 $285,213 11,742