Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,373,454
+$958,618 QoQ
Shares Held
93,944
+1.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.08%
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, 2026Parallel Advisors, LLC holds $47,100,113 across 114 Asset Management names. IVZ ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,837 | $10,280,742 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
93,944 | $5,373,454 | |
| 3 | DSL |
DoubleLine Income Solutions Fund
|
300,506 | $3,323,596 | |
| 4 | BX |
Blackstone Inc.
|
28,214 | $3,319,941 | |
| 5 | STT |
State Street Corp
|
45,692 | $3,016,506 | |
| 6 | TROW |
Price T Rowe Group Inc
|
18,625 | $2,117,476 | |
| 7 | AMP |
Ameriprise Financial Inc
|
4,234 | $1,942,389 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
135,134 | $1,740,525 |
All Filings in IVZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,396 | 4,638 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $114,138 | 4,699 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $115,299 | 4,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $69,531 | 3,031 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,355 | 2,559 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $46,632 | 3,074 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $63,836 | 3,652 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,210 | 3,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,083 | 3,281 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $61,714 | 3,720 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $59,639 | 3,343 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $34,615 | 2,384 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $51,253 | 3,049 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $60,270 | 3,675 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $95,598 | 5,314 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $69,185 | 5,050 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $108,877 | 6,750 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $116,383 | 5,047 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $126,909 | 5,513 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $80,406 | 3,335 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $90,106 | 3,371 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $75,710 | 3,002 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $48,647 | 2,791 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $35,393 | 3,102 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $34,776 | 3,232 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $47,651 | 5,248 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||