INVESCO INV GRADE DEFENSIVE (IIGD) Top Institutional Shareholders
INVESCO INV GRADE DEFENSIVE (IIGD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $18.84M in IIGD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of IIGD tracked by InsiderSet, reporting ownership valued at approximately $6.23M in its March 31, 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 $6.19M, representing an estimated loss of -0.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed IIGD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Kintra Wealth, Llc, Scotia Capital 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
17
Total Reported Value
$18.84M
Largest Holder
Lpl Financial Llc
Largest Position
$6.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
20
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% | 253,182 | $6,228,279 | $6,187,034 | -$41,245 | -0.66% | |
| Kintra Wealth, Llc | 0.40% | 230,255 | $5,664,279 | $5,626,764 | -$37,515 | -0.66% | |
| Scotia Capital Inc. | 0.01% | 93,221 | $2,293,238 | $2,278,051 | -$15,187 | -0.66% | |
| Core Wealth Advisors, Inc. | 0.37% | 62,255 | $1,531,473 | $1,521,332 | -$10,141 | -0.66% | |
| Trilogy Capital Inc. | 0.04% | 33,124 | $814,850 | $809,455 | -$5,395 | -0.66% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 25,381 | $624,382 | $620,238 | -$4,144 | -0.66% | |
| Citadel Advisors Llc | 0.00% | 24,113 | $593,180 | $589,252 | -$3,928 | -0.66% | |
| Hightower Advisors, Llc | 0.00% | 16,002 | $393,649 | $391,042 | -$2,607 | -0.66% | |
| Jane Street Group, Llc | 0.00% | 11,053 | $271,904 | $270,103 | -$1,801 | -0.66% | |
| Osaic Holdings, Inc. | 0.00% | 5,208 | $128,042 | $127,268 | -$774 | -0.60% | |
| Collier Financial | 0.09% | 4,615 | $113,535 | $112,777 | -$758 | -0.67% | |
| Harbour Investments, Inc. | 0.00% | 3,270 | $80,442 | $79,909 | -$533 | -0.66% | |
| Copia Wealth Management | 0.03% | 1,974 | $48,550 | $48,239 | -$311 | -0.64% | |
| Lm Advisors Llc | 0.46% | 721 | $29,314 | $17,619 | -$11,695 | -39.90% | |
| Morgan Stanley | 0.00% | 679 | $16,703 | $16,593 | -$110 | -0.66% | |
| Silver Grove Financial Group, Inc. | 0.01% | 267 | $6,577 | $6,525 | -$52 | -0.80% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 5 | $123 | $122 | -$1 | -0.66% |
Frequently asked questions about IIGD
Who owns the most IIGD stock?
The largest holders of IIGD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO INV GRADE DEFENSIVE (IIGD).
Is IIGD widely held by superinvestors?
Many widely followed stocks like IIGD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IIGD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.