Stock ownership · SEC 13F · Q4 2025

INVESCO AEROSPACE &

Who owns INVESCO AEROSPACE & (CUSIP 46137V100)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$2.7M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $2.7M in INVESCO AEROSPACE & positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$2.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46137V100 · Q4 2025 $3M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $2.7M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - INVESCO AEROSPACE &'s top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of INVESCO AEROSPACE &
  1. 1
    FLOYD FINANCIAL GROUP LLC $2.7M
  2. 2
    MidFirst Bank $23K
  3. 3
    Strategic Investment Solutions, Inc. /IL $8K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INVESCO AEROSPACE & position has held steady from 3 to 3 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding INVESCO AEROSPACE &, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 FLOYD FINANCIAL GROUP LLC 14,841 $2.7M 98.8%
2 MidFirst Bank 150 $23K 0.9%
3 Strategic Investment Solutions, Inc. /IL 50 $8K 0.3%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO AEROSPACE &'s reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

FLOYD FINANCIAL GROUP LLC $2.7M
MidFirst Bank $23K
Strategic Investment Solutions, Inc. /IL $8K

Complete exits (7)

ARQ WEALTH ADVISORS, LLC exited
WBI INVESTMENTS, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Manhattan West Asset Management, LLC exited
CIBC Private Wealth Group LLC exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold INVESCO AEROSPACE &?▼
INVESCO AEROSPACE & is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO AEROSPACE &?▼
Institutions report $2.7M of INVESCO AEROSPACE & as of Q4 2025.
How concentrated is ownership of INVESCO AEROSPACE &?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO AEROSPACE &, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO AEROSPACE &?▼
FLOYD FINANCIAL GROUP LLC is the largest reported holder of INVESCO AEROSPACE & with $2.7M across 14,841 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.