Stock ownership · SEC 13F · Q3 2025

INVESCO AI AND NEXT GEN SOFT

Institutional ownership of INVESCO AI AND NEXT GEN SOFT (CUSIP 46137V639) - who holds it, how concentrated it is, and what moved last quarter.

$628K
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $628K of INVESCO AI AND NEXT GEN SOFT positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$628K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$628K

Institutional 13F value

Institutions

3

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

3

Opened Q3 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q3 2025
Largest institutional holders of INVESCO AI AND NEXT GEN SOFT
  1. 1
  2. 2
  3. 3

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a INVESCO AI AND NEXT GEN SOFT position has risen from 1 to 3 over the last 4 quarters of 13F filings.

0.511.522.533.5 Q1'24Q4'24Q1'25Q3'25 3
Distinct 13F filers holding INVESCO AI AND NEXT GEN SOFT, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 11,516 $622K 99.1%
2 Asset Dedication, LLC 108 $6K 0.9%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 0 $39 0.0%

Latest Quarter Activity · Q3 2025

What the data says about INVESCO AI AND NEXT GEN SOFT

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold INVESCO AI AND NEXT GEN SOFT?
INVESCO AI AND NEXT GEN SOFT is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of INVESCO AI AND NEXT GEN SOFT?
Institutions report $628K of INVESCO AI AND NEXT GEN SOFT as of Q3 2025.
How concentrated is ownership of INVESCO AI AND NEXT GEN SOFT?
The top five institutional holders account for 100% of the reported institutional value in INVESCO AI AND NEXT GEN SOFT, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of INVESCO AI AND NEXT GEN SOFT?
CIBC Private Wealth Group LLC is the largest reported holder of INVESCO AI AND NEXT GEN SOFT with $622K across 11,516 shares as of Q3 2025.
Where does this INVESCO AI AND NEXT GEN SOFT data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 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.