Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$581,186
+$266,796 QoQ
Shares Held
22,023
+10.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#333
of 667 holders
Holding Since
Mar 2021
9 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, 2026Aigen Investment Management, LP holds $5,882,809 across 10 Asset Management names. IVZ ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,442 | $1,386,569 | |
| 2 | CRBG |
Corebridge Financial, Inc.
|
31,887 | $912,924 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
96,436 | $843,815 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
2,238 | $757,339 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
22,023 | $581,186 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,004 | $473,713 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,705 | $340,044 | |
| 8 | STEP |
StepStone Group Inc.
|
5,199 | $215,030 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,186 | 22,023 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $314,390 | 19,936 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $646,917 | 37,009 | Shares | Sole | 2025-02-06 | |
| 2024-03-31 | $250,260 | 15,085 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $1,216,420 | 74,172 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $883,988 | 54,804 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $997,783 | 43,269 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,400,398 | 60,834 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $332,298 | 13,176 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||