Emerald Investment Advisers, LLC

Position in IVZ — Invesco Ltd.

CIK 2127823 Leola, PA

Position in IVZ

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$655,659

New position

Shares Held

26,993

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Emerald Investment Advisers, LLC holds $7,549,002 across 4 Asset Management names. IVZ ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VCTR	Victory Capital Holdings, Inc.	88,007	$5,762,698
2	BLK	BlackRock, Inc.	752	$723,205
3	IVZ	Invesco Ltd. This page	26,993	$655,659
4	HLNE	Hamilton Lane INC	4,099	$407,440

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$655,659	26,993	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.