Position in IVZ
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$418,273
+$8,435 QoQ
Shares Held
17,220
+10.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $14,757,968 across 15 Asset Management names. IVZ ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
72,314 | $4,100,926 | |
| 2 | SEIC |
Sei Investments Co
|
29,030 | $2,277,984 | |
| 3 | STT |
State Street Corp
|
16,611 | $2,102,288 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
29,489 | $1,604,791 | |
| 5 | APAM |
Artisan Partners Asset Management Inc.
|
39,243 | $1,428,052 | |
| 6 | TROW |
Price T Rowe Group Inc
|
12,011 | $1,082,671 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
17,220 | $418,273 | |
| 8 | PFG |
Principal Financial Group Inc
|
4,425 | $398,736 |
All Filings in IVZ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $418,273 | 17,220 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $409,838 | 15,601 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $353,505 | 15,410 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $243,157 | 15,419 | Shares | Sole | 2026-02-24 | |
| 2024-09-30 | $176,267 | 10,038 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $205,026 | 13,705 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $254,258 | 15,326 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,150 | 16,208 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $245,576 | 16,913 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $271,447 | 16,148 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $279,488 | 17,042 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $319,196 | 17,743 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $282,617 | 20,629 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $308,389 | 19,119 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $375,186 | 16,270 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $286,622 | 12,451 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||