$IVZ is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.26%, with an average of 0.05% of portfolio. Largest holder: Cacti Asset Management LLC at 0.26%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
IVZ
13F holders
589
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 589 · Source: 13F-HR01
BC Partners PE LP
—
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02
Bahl & Gaynor Inc.
—
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03
Evergreen Capital Management LLC
—
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04
Banyan Capital Management, Inc.
—
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05
State Street
—
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06
Axa S.a.
—
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07
Rs Crum Inc.
—
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08
Staley Capital Advisers Inc.
—
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09
Strs Ohio
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10
ProShare Advisors LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Cacti Asset Management LLC
0.26% NEW
α +12.7pts
02
WINTON GROUP Ltd
0.10% held
α +27.0pts
03
Voloridge Investment Management, LLC
0.09% held
α +15.5pts
04
Erste Asset Management GmbH
0.05% held
α +33.4pts
05
Quarry LP
0.05% held
α +10.6pts
06
Venture Visionary Partners LLC
0.02% held
α +10.3pts
07
Caption Management, LLC
0.02% held
α +15.5pts
08
Citigroup Inc.
0.02% held
α +26.3pts
09
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
11
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
12
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
2 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
10 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $IVZ lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $IVZ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:35 UTC.