IIGD Institutional Ownership & Shareholders
INVESCO INV GRADE DEFENSIVE (IIGD) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IIGD tracked by InsiderSet, reporting ownership valued at approximately $4.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.56M, representing an estimated loss of -1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed IIGD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Scotia Capital Inc., Core Wealth Advisors, Inc., and several other long-term asset managers with concentrated positions in INVESCO INV GRADE DEFENSIVE (IIGD).
This page ranks the largest institutional IIGD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$15.37M
Largest Holder
Lpl Financial Llc
Largest Position
$4.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 189,612 | $4,636,965 | $4,558,272 | -$78,693 | -1.70% | |
| Scotia Capital Inc. | 0.01% | 92,105 | $2,252,458 | $2,214,204 | -$38,254 | -1.70% | |
| Core Wealth Advisors, Inc. | 0.39% | 79,270 | $1,938,548 | $1,905,651 | -$32,897 | -1.70% | |
| Citadel Advisors Llc | 0.00% | 57,170 | $1,398,092 | $1,374,367 | -$23,725 | -1.70% | |
| Osaic Holdings, Inc. | 0.00% | 37,491 | $916,940 | $901,284 | -$15,656 | -1.71% | |
| Jane Street Group, Llc | 0.00% | 33,747 | $825,283 | $811,278 | -$14,005 | -1.70% | |
| Trilogy Capital Inc. | 0.03% | 33,024 | $785,403 | $793,897 | +$8,494 | +1.08% | |
| Lm Advisors Llc | 0.09% | 30,814 | $754,000 | $740,769 | -$13,231 | -1.75% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 24,683 | $587,029 | $593,379 | +$6,350 | +1.08% | |
| Susquehanna International Group, Llp | 0.00% | 20,816 | $509,055 | $500,417 | -$8,638 | -1.70% | |
| Goldman Sachs Group Inc | 0.00% | 11,075 | $270,839 | $266,243 | -$4,596 | -1.70% | |
| Ancora Advisors Llc | 0.00% | 10,000 | $244,550 | $240,400 | -$4,150 | -1.70% | |
| Collier Financial | 0.08% | 4,530 | $110,775 | $108,901 | -$1,874 | -1.69% | |
| Harbour Investments, Inc. | 0.00% | 3,030 | $74,099 | $72,841 | -$1,258 | -1.70% | |
| Copia Wealth Management | 0.03% | 1,974 | $48,264 | $47,455 | -$809 | -1.68% | |
| Glen Eagle Advisors, Llc | 0.00% | 536 | $13,108 | $12,885 | -$223 | -1.70% | |
| Silver Grove Financial Group, Inc. | 0.00% | 270 | $6,607 | $6,491 | -$116 | -1.76% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 5 | $122 | $120 | -$2 | -1.48% | |
| Morgan Stanley | 0.00% | 3 | $87 | $72 | -$15 | -17.10% |
Frequently asked questions about IIGD
Who are the largest institutional holders of IIGD?
The largest institutional holders of IIGD reported in the latest SEC Form 13F filings include Lpl Financial Llc, Scotia Capital Inc., Core Wealth Advisors, Inc., Citadel Advisors Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported IIGD position.
What is IIGD institutional ownership?
This page tracks IIGD positions reported by institutional investment managers through SEC Form 13F. INVESCO INV GRADE DEFENSIVE (IIGD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IIGD?
InsiderSet currently tracks 19 institutional managers reporting IIGD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IIGD shareholders.
How much IIGD stock do institutions own?
Institutional investment managers disclosed approximately $15.37M in IIGD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IIGD institutional ownership last updated?
The latest IIGD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IIGD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IIGD position after the reporting date.
Are institutions buying or selling IIGD?
Institutional buying and selling can be analyzed by comparing IIGD positions across consecutive 13F reporting periods. InsiderSet's IIGD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IIGD ownership changes.
How has IIGD institutional ownership changed over time?
InsiderSet tracks IIGD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.