Who Owns Invesco Actively Managed Exchange-Traded Fund (IROC)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $116.2M of Invesco Actively Managed Exchange-Traded Fund (IROC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($93.9M), ASHTON THOMAS SECURITIES, LLC ($3.7M), ABLE Financial Group, LLC ($3.5M), Arax Advisory Partners ($2.3M), Gladstone Institutional Advisory LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Invesco Ltd. | $93.9M | 1.8M | Hold |
| 2 | ASHTON THOMAS SECURITIES, LLC | $3.7M | 72,126 | New |
| 3 | ABLE Financial Group, LLC | $3.5M | 67,582 | Added |
| 4 | Arax Advisory Partners | $2.3M | 43,968 | Hold |
| 5 | Gladstone Institutional Advisory LLC | $2.0M | 39,615 | Added |
| 6 | Capital Analysts, LLC | $1.6M | 31,100 | Added |
| 7 | Cetera Investment Advisers | $1.3M | 24,640 | Added |
| 8 | LPL Financial LLC | $1.1M | 22,308 | Added |
| 9 | JANE STREET GROUP, LLC | $1.0M | 20,430 | Trimmed |
| 10 | MGO ONE SEVEN LLC | $922,975 | 18,000 | New |
| 11 | OSAIC HOLDINGS, INC. | $915,240 | 17,846 | Added |
| 12 | Sanctuary Advisors, LLC | $895,687 | 17,468 | Added |
| 13 | OneDigital Investment Advisors LLC | $649,928 | 12,675 | New |
| 14 | NAPLES GLOBAL ADVISORS, LLC | $490,664 | 9,569 | Added |
| 15 | CoreCap Advisors, LLC | $294,634 | 5,746 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $272,540 | 5,315 | New |
| 17 | Modern Wealth Management, LLC | $249,511 | 4,866 | New |
| 18 | World Investment Advisors | $238,915 | 4,743 | Hold |
| 19 | Turner Financial Group, Inc. | $230,470 | 4,495 | New |
| 20 | Envestnet Portfolio Solutions, Inc. | $221,360 | 4,317 | New |
| 21 | CITADEL ADVISORS LLC | $213,515 | 4,164 | New |
| 22 | PNC Financial Services Group, Inc. | $153,873 | 3,001 | New |
| 23 | PRIVATE TRUST CO NA | $55,532 | 1,083 | New |
| 24 | Farther Finance Advisors, LLC | $50,756 | 990 | New |
| 25 | FIFTH THIRD BANCORP | $8,717 | 170 | Added |
Source: SEC Form 13F filings · as of 2026-06-30