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EFAA — Invesco Actively Managed Exc Institutional Holders · Q2 2026

Who owns Invesco Actively Managed Exc (EFAA)? 73 institutions reported holding $430.15M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Morgan Stanley ($92.5M), Invesco Ltd. ($83.2M), LPL Financial LLC ($45.4M).

RankInstitutionValueSharesChange
1MORGAN STANLEY$92.5M1.7MAdded
2Invesco Ltd.$83.2M1.5MAdded
3LPL Financial LLC$45.4M814,165Added
4RAYMOND JAMES FINANCIAL INC$37.0M663,330Added
5JONES FINANCIAL COMPANIES LLLP$17.2M313,048Added
6UBS Group AG$10.7M191,659Added
7Steward Partners Investment Advisory, LLC$10.5M188,181Added
8PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$8.9M159,664Added
9Brookstone Capital Management$8.8M157,768New
10LEE JOHNSON CAPITAL MANAGEMENT, LLC$7.4M132,130Trimmed
11MML INVESTORS SERVICES, LLC$7.0M126,093Added
12ENVESTNET ASSET MANAGEMENT INC$6.7M120,115Added
13Private Advisor Group, LLC$5.5M97,990Trimmed
14NewEdge Advisors, LLC$5.3M94,722Added
15Chicago Partners Investment Group LLC$5.2M95,125Trimmed
16Cetera Investment Advisers$5.2M92,462Trimmed
17Lifestyle Asset Management, Inc.$5.1M91,302Added
18SageGuard Financial Group, LLC$4.8M85,332Added
19JANE STREET GROUP, LLC$4.7M84,071Added
20WELLS FARGO & COMPANY/MN$4.3M77,643Added
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.2M75,391Added
22Advisor OS, LLC$3.8M67,961Added
23MJP ASSOCIATES INC /ADV$3.8M67,961Added
24STIFEL FINANCIAL CORP$3.5M62,539Added
25COMMONWEALTH EQUITY SERVICES, LLC$3.3M59,292Added

Source: SEC Form 13F filings · as of 2026-06-30