Who Owns INVESCO ACTIVELY MANAGED EXC (PHDG)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $51.6M of INVESCO ACTIVELY MANAGED EXC (PHDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($10.8M), First PREMIER Bank ($10.7M), LPL Financial LLC ($3.4M), Blueprint Investment Partners LLC ($3.2M), Blueprint Financial Advisors LLC ($3.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$10.8M	263,698	Added
2	First PREMIER Bank	$10.7M	262,005	Trimmed
3	LPL Financial LLC	$3.4M	83,340	Added
4	Blueprint Investment Partners LLC	$3.2M	77,234	Added
5	Blueprint Financial Advisors LLC	$3.2M	77,234	Added
6	Asset Allocation Strategies LLC	$2.4M	58,853	Trimmed
7	WFA of San Diego, LLC	$2.0M	48,254	Trimmed
8	OLD MISSION CAPITAL LLC	$1.8M	43,871	Added
9	Private Advisor Group, LLC	$1.6M	39,201	Trimmed
10	Kovack Advisors, Inc.	$1.4M	32,924	Trimmed
11	MORGAN STANLEY	$1.3M	32,638	Added
12	JANE STREET GROUP, LLC	$1.1M	28,005	New
13	First Growth Capital LLC	$1.1M	26,298	Added
14	January Capital Advisors LLC	$963,891	23,544	Trimmed
15	Royal Bank of Canada	$852,000	20,825	Added
16	Family Capital Management, Inc.	$820,806	20,049	Hold
17	BANK OF AMERICA CORP /DE/	$664,211	16,224	Trimmed
18	Darwin Wealth Management, LLC	$658,040	16,073	Trimmed
19	AXXCESS WEALTH MANAGEMENT, LLC	$658,040	16,073	New
20	Stratos Wealth Partners, LTD.	$530,374	12,954	Trimmed
21	Orion Porfolio Solutions, LLC	$526,514	12,861	Trimmed
22	Connecticut Wealth Management, LLC	$429,152	10,482	Hold
23	Grant Private Wealth Management Inc	$279,375	6,824	Trimmed
24	OSAIC HOLDINGS, INC.	$266,757	6,514	Added
25	ENVESTNET ASSET MANAGEMENT INC	$232,323	5,675	Trimmed

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