EFAA institutional holders

INVESCO ACTIVELY MANAGED EXC · 13F, 2026Q2

Managers holding70
Shares held7,684,777
Reported value$428.2m
Quarter flows15 new, 39 added, 11 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,658,320$92.5m0.0%
Invesco Ltd.1,492,000$83.2m0.0%
LPL Financial LLC814,165$45.4m0.0%
RAYMOND JAMES FINANCIAL INC663,330$37.0m0.0%
JONES FINANCIAL COMPANIES LLLP313,048$17.2m0.0%
UBS Group AG191,659$10.7m0.0%
Steward Partners Investment Advisory, LLC188,181$10.5m0.1%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC159,664$8.9m1.3%
Brookstone Capital Management157,768$8.8m0.1%
LEE JOHNSON CAPITAL MANAGEMENT, LLC132,130$7.4m2.3%
MML INVESTORS SERVICES, LLC126,093$7.0m0.0%
ENVESTNET ASSET MANAGEMENT INC120,115$6.7m0.0%
Private Advisor Group, LLC97,990$5.5m0.0%
NewEdge Advisors, LLC94,722$5.3m0.0%
Chicago Partners Investment Group LLC95,125$5.2m0.1%
Cetera Investment Advisers92,462$5.2m0.0%
Lifestyle Asset Management, Inc.91,302$5.1m1.4%
SageGuard Financial Group, LLC85,332$4.8m0.7%
JANE STREET GROUP, LLC84,071$4.7m0.0%
WELLS FARGO & COMPANY/MN77,643$4.3m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC75,391$4.2m0.0%
Advisor OS, LLC67,961$3.8m0.3%
MJP ASSOCIATES INC /ADV67,961$3.8m0.4%
STIFEL FINANCIAL CORP62,539$3.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC59,292$3.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EFAA"). EFAA price history · All 13F data

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