Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,064,176
+$113,587 QoQ
Shares Held
40,325
+3.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#285
of 690 holders
Holding Since
Mar 2020
11 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, 2026Neo Ivy Capital Management holds $8,183,998 across 11 Asset Management names. IVZ ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
|
171,295 | $2,901,737 | |
| 2 | PFG |
Principal Financial Group Inc
|
15,807 | $1,703,678 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
40,325 | $1,064,176 | |
| 4 | STEP |
StepStone Group Inc.
|
21,366 | $883,697 | |
| 5 | STT |
State Street Corp
|
2,361 | $400,425 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,515 | $399,620 | |
| 7 | GCMG |
GCM Grosvenor Inc.
|
24,955 | $306,946 | |
| 8 | 4,796 | $249,152 |
All Filings in IVZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,176 | 40,325 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $950,589 | 39,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,075,703 | 40,948 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $94,036 | 5,963 | Shares | Sole | 2025-08-12 | |
| 2023-09-30 | $1,066,406 | 73,444 | Shares | Sole | 2023-11-30 | |
| 2022-09-30 | $204,732 | 14,944 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $410,929 | 17,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $299 | 13 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $183,635 | 6,870 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $74,129 | 4,253 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $232,248 | 25,578 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||