Who Owns INVESCO EXCHANGE (CVY)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $22.4M of INVESCO EXCHANGE (CVY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($4.7M), HBK Sorce Advisory LLC ($2.6M), Kestra Advisory Services, LLC ($2.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.5M), LPL Financial LLC ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$4.7M162,109Added
2HBK Sorce Advisory LLC$2.6M86,894Trimmed
3Kestra Advisory Services, LLC$2.6M89,125Added
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M85,575Added
5LPL Financial LLC$2.4M83,168Added
6Beacon Pointe Advisors, LLC$1.9M66,212New
7RAYMOND JAMES FINANCIAL INC$1.1M39,595Added
8Cambridge Investment Research Advisors, Inc.$1.1M38,660Added
9WELLS FARGO & COMPANY/MN$708,15524,559Added
10TRUSTMARK BANK TRUST DEPARTMENT$644,16722,340Hold
11OSAIC HOLDINGS, INC.$562,82019,518Trimmed
12BANK OF AMERICA CORP /DE/$403,85414,006Added
13Haverford Trust Co$237,2528,228Trimmed
14Fifth Third Securities, Inc.$231,5148,029New
15FIFTH THIRD BANCORP$154,9585,374Hold
16FMR LLC$92,2723,200Trimmed
17Rockefeller Capital Management L.P.$79,9652,773Added
18HARBOUR INVESTMENTS, INC.$53,4311,853Hold
19Royal Bank of Canada$41,0001,441Added
20Cape Investment Advisory, Inc.$34,6021,200New
21EverSource Wealth Advisors, LLC$29,1811,012Hold
22PRIVATE TRUST CO NA$28,8351,000Hold
23PNC Financial Services Group, Inc.$28,719996Hold
24JPMORGAN CHASE & CO$24,401842Trimmed
25ASSETMARK, INC$19,117663Hold

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