# INVESCO ACTIVELY MANAGED EXC (EFAA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EFAA/

- Reporting holders: 71
- Reported value: $438.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $92.5M | 1,658,320 | 0.0% | 2 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $83.2M | 1,492,000 | 0.0% | 8 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $45.4M | 814,165 | 0.0% | 6 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $37.0M | 663,330 | 0.0% | 3 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $17.2M | 313,048 | 0.0% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $13.4M | 240,230 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $10.7M | 191,659 | 0.0% | 4 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $10.5M | 188,181 | 0.1% | 7 |
| [PREVAIL INNOVATIVE WEALTH ADVISORS, LLC](https://holderbook.com/funds/1989941-prevail-innovative-wealth-advisors-llc/) | $8.9M | 159,664 | 1.3% | 3 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $8.8M | 157,768 | 0.1% | 1 |
| [LEE JOHNSON CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1674836-lee-johnson-capital-management-llc/) | $7.4M | 132,130 | 2.3% | 3 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $7.0M | 126,093 | 0.0% | 4 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $5.5M | 97,990 | 0.0% | 5 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $5.3M | 94,722 | 0.0% | 1 |
| [Chicago Partners Investment Group LLC](https://holderbook.com/funds/1563525-chicago-partners-investment-group-llc/) | $5.2M | 95,125 | 0.1% | 3 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $5.2M | 92,462 | 0.0% | 4 |
| [Lifestyle Asset Management, Inc.](https://holderbook.com/funds/1845675-lifestyle-asset-management-inc/) | $5.1M | 91,302 | 1.4% | 5 |
| [SageGuard Financial Group, LLC](https://holderbook.com/funds/1861378-sageguard-financial-group-llc/) | $4.8M | 85,332 | 0.7% | 3 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $4.7M | 84,071 | 0.0% | 8 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $4.3M | 77,643 | 0.0% | 3 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $4.2M | 75,391 | 0.0% | 3 |
| [MJP ASSOCIATES INC /ADV](https://holderbook.com/funds/715113-mjp-associates-inc-adv/) | $3.8M | 67,961 | 0.4% | 4 |
| [Advisor OS, LLC](https://holderbook.com/funds/1767580-advisor-os-llc/) | $3.8M | 67,961 | 0.3% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $3.7M | 65,478 | 0.0% | 1 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $3.5M | 62,539 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 71 | $438.9M |
| Q1 2026 | 60 | $306.5M |
| Q4 2025 | 49 | $237.6M |
| Q3 2025 | 31 | $170.8M |
| Q2 2025 | 21 | $129.7M |
| Q1 2025 | 10 | $94.1M |
| Q4 2024 | 5 | $102.0M |
| Q3 2024 | 2 | $124.4M |