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Invesco Mortgage Capital (IVR)

CUSIP: 46131B704 | NYSE | Real Estate · REIT - Mortgage | Small Cap | 420 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ascentis Wealth Management, LLC1,245,458
1.2% of portfolio›$7.6M
Wolverine Asset Management LLC938,645
0.0% of portfolio›$5.7M
PVG Asset Management Corp192,124
0.8% of portfolio›$1.2M
Firethorn Wealth Partners, LLC149,015
0.3% of portfolio›$904.5K
Straight Path Wealth Management88,500
0.1% of portfolio›$537.2K
SeaCrest Wealth Management, LLC73,154
0.1% of portfolio›$444.0K
IFP Advisors, Inc72,626
0.0% of portfolio›$440.8K
Sowell Financial Services LLC71,233
0.0% of portfolio›$432.4K
Imc-Chicago, LLC50,945
0.0% of portfolio›$309.2K
Wealth Enhancement Advisory Services, LLC34,454
0.0% of portfolio›$195.7K
180 Wealth Advisors, LLC30,446
0.0% of portfolio›$184.8K
Strs Ohio28,400
0.0% of portfolio›$172.4K
Creative Planning27,462
0.0% of portfolio›$166.7K
Nisa Investment Advisors, LLC27,001
0.0% of portfolio›$167.1K
Achmea Investment Management B.V.24,000
0.0% of portfolio›$145.8K
Morling Financial Advisors, LLC22,243
0.0% of portfolio›$135.0K
J. Safra Sarasin Holding AG17,504
0.0% of portfolio›$106.2K
Simplex Trading, LLC16,794
0.0% of portfolio›$101.9K
Citigroup Inc16,791
0.0% of portfolio›$101.9K
Independent Financial Group, LLC16,630
0.0% of portfolio›$100.9K
Visionary Wealth Advisors14,900
0.0% of portfolio›$90.4K
ProShare Advisors LLC13,178
0.0% of portfolio›$80.0K
Genesee Capital Advisors, LLC11,518
0.0% of portfolio›$69.9K
State of Wyoming8,704
0.0% of portfolio›$52.8K
SJS Investment Consulting Inc.4,003
0.0% of portfolio›$24.3K
Gamma Investing LLC2,538
0.0% of portfolio›$15.4K
Sterling Capital Management LLC2,043
0.0% of portfolio›$12.4K
Signaturefd, LLC1,984
0.0% of portfolio›$12.0K
Farther Finance Advisors, LLC1,920
0.0% of portfolio›$11.7K
Parallel Advisors, LLC1,644
0.0% of portfolio›$10.0K
Nova Financial LLC1,150
0.0% of portfolio›$7.0K
Versant Capital Management, Inc925
0.0% of portfolio›$5.6K
EverSource Wealth Advisors, LLC689
0.0% of portfolio›$4.2K
Spire Wealth Management674
0.0% of portfolio›$4.1K
Essential Partners LLC543
0.0% of portfolio›$3.3K
Physician Wealth Advisors, Inc.483
0.0% of portfolio›$2.9K
Caitong International Asset Management Co., Ltd350
0.0% of portfolio›$2.1K
Root Financial Partners, LLC195
0.0% of portfolio›$1.2K
Covestor Ltd186
0.0% of portfolio›$1
City State Bank100
0.0% of portfolio›$607
TD Waterhouse Canada Inc.71
0.0% of portfolio›$413
Archer Investment Corp51
0.0% of portfolio›$311
Silver Grove Financial Group, Inc.31
0.0% of portfolio›$188
Lodestone Wealth Management LLC30
0.0% of portfolio›$182
Ares Financial Consulting, LLC16
0.0% of portfolio›$96
Hager Investment Management Services, LLC15
0.0% of portfolio›$88
Fortitude Family Office, LLC7
0.0% of portfolio›$42
Cullen T Bankers, Inc.1
0.0% of portfolio›$3
Bell Investment Advisors, Inc1
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Ascentis Wealth Management, LLC
1,245,458$7.6M1.2%Agg GrowthLowDallas, TX2026-11-03
Wolverine Asset Management LLC
938,645$5.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
PVG Asset Management Corp
192,124$1.2M0.8%GrowthMediumGolden, CO2026-10-19
Firethorn Wealth Partners, LLC
149,015$904.5K0.3%ETFLowAugusta, GA2026-10-14
Straight Path Wealth Management
88,500$537.2K0.1%ETFLowJenison, MI2026-10-23
SeaCrest Wealth Management, LLC
73,154$444.0K0.1%GrowthLowPurchase, NY2026-10-21
IFP Advisors, Inc
72,626$440.8K0.0%GrowthLowTampa, FL2026-10-16
Sowell Financial Services LLC
71,233$432.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Imc-Chicago, LLC
50,945$309.2K0.0%GARPVery HighChicago, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
34,454$195.7K0.0%CoreLowPlymouth, MN2026-10-13
180 Wealth Advisors, LLC
30,446$184.8K0.0%CoreLowFederal Way, WA2026-11-03
Strs Ohio
28,400$172.4K0.0%CoreMediumColumbus, OH2026-10-30
Creative Planning
27,462$166.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Nisa Investment Advisors, LLC
27,001$167.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Achmea Investment Management B.V.
24,000$145.8K0.0%CoreMediumZeist, Philippines2026-10-30
Morling Financial Advisors, LLC
22,243$135.0K0.0%ETFLowFremont, CA2026-10-28
J. Safra Sarasin Holding AG
17,504$106.2K0.0%CoreMediumBasel, Switzerland2026-10-26
Simplex Trading, LLC
16,794$101.9K0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
16,791$101.9K0.0%CoreMediumNew York, NY2026-11-04
Independent Financial Group, LLC
16,630$100.9K0.0%GrowthLowSan Diego, CA2026-10-13
Visionary Wealth Advisors
14,900$90.4K0.0%ETFLowO'Fallon, IL2026-11-04
ProShare Advisors LLC
13,178$80.0K0.0%GrowthLowBethesda, MD2026-10-29
Genesee Capital Advisors, LLC
11,518$69.9K0.0%ETFMediumAuburn, NY2026-10-20
State of Wyoming
8,704$52.8K0.0%ValueHighCheyenne, WY2026-10-28
SJS Investment Consulting Inc.
4,003$24.3K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
2,538$15.4K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,043$12.4K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
1,984$12.0K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
1,920$11.7K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,644$10.0K0.0%IndexLowSan Francisco, CA2026-11-03
Nova Financial LLC
1,150$7.0K0.0%N/AN/ATucson, AZ2026-11-04
Versant Capital Management, Inc
925$5.6K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
689$4.2K0.0%CoreMediumBirmingham, AL2026-11-04
Spire Wealth Management
674$4.1K0.0%GrowthMediumMclean, VA2026-10-30
Essential Partners LLC
543$3.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Physician Wealth Advisors, Inc.
483$2.9K0.0%ETFMediumMidvale, UT2026-10-20
Caitong International Asset Management Co., Ltd
350$2.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
195$1.2K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
186$10.0%ValueHighLondon, United Kingdom2026-10-30
City State Bank
100$6070.0%GrowthVery LowNorwalk, IA2026-10-20
TD Waterhouse Canada Inc.
71$4130.0%CoreLowToronto, Australia2026-10-16
Archer Investment Corp
51$3110.0%CoreMediumCarmel, IN2026-11-05
Silver Grove Financial Group, Inc.
31$1880.0%CoreMediumOrchard Park, NY2026-11-05
Lodestone Wealth Management LLC
30$1820.0%CoreLowSpokane, WA2026-10-14
Ares Financial Consulting, LLC
16$960.0%CoreLowCalabasas, CA2026-10-19
Hager Investment Management Services, LLC
15$880.0%GrowthMediumNew London, NH2026-11-04
Fortitude Family Office, LLC
7$420.0%ETFMediumScottsdale, AZ2026-10-14
Cullen T Bankers, Inc.
1$30.0%GrowthLowSan Antonio, TX2026-10-28
Bell Investment Advisors, Inc
1$70.0%ETFVery LowOrinda, CA2026-10-29