Farther Finance Advisors, LLC

Position in IVZ — Invesco Ltd.

CIK 1992825 SAN FRANCISCO, CA

Position in IVZ

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$72,854,235

+$18,627,389 QoQ

Shares Held

677,709

+13.9% QoQ

Ownership

0.154%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $220,229,851 across 274 Asset Management names. IVZ ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	677,709	$72,854,235
2	STT	State Street Corp	1,009,267	$57,076,495
3	BLK	BlackRock, Inc.	140,745	$12,617,116
4	PHYS	Sprott Physical Gold Trust	382,275	$11,533,236
5	BX	Blackstone Inc.	74,201	$8,731,231
6	ARCC	Ares Capital Corp	223,214	$4,136,155
7	KKR	KKR & Co. Inc.	33,143	$3,041,864
8	PDI	PIMCO Dynamic Income Fund	141,329	$2,360,194

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,388	24,380	+2.2%	Shares	Sole	2026-07-17
2026-03-31	$579,243	23,847	-7.6%	Shares	Sole	2026-04-07
2025-12-31	$677,923	25,806	+10.2%	Shares	Sole	2026-01-23
2025-09-30	$537,140	23,415	+3.7%	Shares	Sole	2025-10-14
2025-06-30	$355,976	22,573	-9.2%	Shares	Sole	2025-07-11
2025-03-31	$377,217	24,866	+16.1%	Shares	Sole	2025-04-14
2024-12-31	$374,369	21,417	-0.5%	Shares	Sole	2025-02-10
2024-09-30	$377,856	21,518	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$319,231	21,339	-4.8%	Shares	Sole	2024-07-31
2024-03-31	$371,765	22,409	+4.3%	Shares	Sole	2024-05-14
2023-12-31	$383,310	21,486	+830.9%	Shares	Sole	2024-02-15
2023-09-30	$33,512	2,308	-6.6%	Shares	Sole	2023-11-14
2023-06-30	$41,520	2,470	+9.5%	Shares	Sole	2024-05-14
2023-03-31	$36,982	2,255	+10.0%	Shares	Sole	2024-05-14
2022-12-31	$36,879	2,050	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.