INVESCO EXCH TRADED FD TR II (RWL)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
333
Reporting holders
$6.8B
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $1.3B | 10,557,671 | 0.11% | 7q | +0.7%+$9.4M |
| LPL Financial LLC | $848.1M | 6,638,080 | 0.19% | 29q | +0.6%+$5.1M |
| AMERIPRISE FINANCIAL INC | $475.8M | 3,724,055 | 0.10% | 29q | -52.9%-$533.9M |
| MORGAN STANLEY | $426.8M | 3,340,730 | 0.02% | 29q | +1.6%+$6.6M |
| BANK OF AMERICA CORP /DE/ | $288.9M | 2,261,592 | 0.02% | 29q | +3.0%+$8.5M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $275.3M | 2,154,797 | 2.06% | 4q | HELD |
| Bank of New York Mellon Corp | $222.4M | 1,740,482 | 0.04% | 6q | +2.9%+$6.4M |
| Fusion Family Wealth, LLC | $212.9M | 1,666,476 | 14.15% | 29q | -0.6%-$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $157.5M | 1,231,922 | 0.06% | 10q | +24.6%+$31.1M |
| Cetera Investment Advisers | $152.7M | 1,195,593 | 0.14% | 12q | +9.6%+$13.3M |
| OSAIC HOLDINGS, INC. | $146.7M | 1,147,741 | 0.17% | 26q | -4.6%-$7.0M |
| Allworth Financial LP | $122.3M | 957,224 | 0.52% | 17q | -23.4%-$37.3M |
| RAYMOND JAMES FINANCIAL INC | $120.4M | 942,746 | 0.03% | 7q | -6.6%-$8.5M |
| WELLS FARGO & COMPANY/MN | $111.4M | 872,105 | 0.02% | 29q | -44.5%-$89.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $106.4M | 832,552 | 0.13% | 29q | +3.2%+$3.3M |
| Equitable Holdings, Inc. | $82.4M | 644,734 | 0.49% | 27q | +21.1%+$14.3M |
| UBS Group AG | $68.6M | 537,165 | 0.01% | 29q | +1.9%+$1.3M |
| Private Advisor Group, LLC | $58.4M | 456,748 | 0.27% | 29q | +55.6%+$20.8M |
| ENVESTNET ASSET MANAGEMENT INC | $54.1M | 423,720 | 0.01% | 29q | +42.4%+$16.1M |
| Merit Financial Group, LLC | $49.4M | 386,992 | 0.15% | 16q | +105.0%+$25.3M |
| Cerity Partners LLC | $48.7M | 381,264 | 0.06% | 5q | -1.1%-$558.8K |
| Klingman & Associates, LLC | $45.2M | 353,559 | 1.92% | 29q | +7.5%+$3.1M |
| Kozak & Associates, Inc. | $42.9M | 333,763 | 7.44% | 19q | -43.1%-$32.5M |
| Kestra Advisory Services, LLC | $42.0M | 328,887 | 0.14% | 24q | -29.8%-$17.8M |
| Investment Planning Advisors, Inc. | $41.2M | 322,460 | 9.54% | 9q | +32.3%+$10.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.9M | 296,838 | 0.02% | 29q | +3.3%+$1.2M |
| Tanglewood Legacy Advisors, LLC | $37.2M | 291,325 | 12.01% | 15q | +2.3%+$854.2K |
| Global Retirement Partners, LLC | $34.8M | 272,048 | 0.53% | 16q | -8.0%-$3.0M |
| Everest Financial Group LLC | $32.2M | 252,019 | 4.36% | 3q | +0.9%+$278.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $31.7M | 248,149 | 0.50% | 6q | +5.7%+$1.7M |
| Stewardship Advisors, LLC | $29.8M | 233,598 | 6.20% | 8q | -26.7%-$10.9M |
| GOLDMAN SACHS GROUP INC | $29.7M | 232,211 | 0.00% | 14q | +8.7%+$2.4M |
| MML INVESTORS SERVICES, LLC | $29.2M | 228,455 | 0.06% | 25q | +23.7%+$5.6M |
| Asset Allocation Strategies LLC | $29.0M | 227,158 | 4.47% | 5q | -11.3%-$3.7M |
| Scarborough Advisors, LLC | $28.1M | 218,171 | 3.23% | 4q | -17.6%-$6.0M |
| Sanctuary Advisors, LLC | $26.2M | 205,291 | 0.12% | 9q | +6.2%+$1.5M |
| Atlas Legacy Advisors, LLC | $25.7M | 201,381 | 3.80% | 6q | +1.6%+$405.6K |
| Commonwealth Financial Services, LLC | $23.4M | 183,408 | 3.15% | new | NEW |
| DENVER WEALTH MANAGEMENT, INC. | $22.4M | 175,559 | 6.42% | 17q | +4.3%+$928.3K |
| Cadent Capital Advisors, LLC | $22.1M | 173,316 | 4.56% | 10q | +2.4%+$529.3K |
| Stratos Wealth Partners, LTD. | $20.8M | 162,868 | 0.21% | 22q | +3.3%+$659.2K |
| HARBOUR INVESTMENTS, INC. | $20.4M | 159,636 | 0.27% | 21q | +4.5%+$869.1K |
| JPMORGAN CHASE & CO | $20.1M | 156,667 | 0.00% | 22q | -3.6%-$752.4K |
| EverSource Wealth Advisors, LLC | $20.0M | 156,391 | 0.67% | 15q | -1.0%-$209.8K |
| Aspire Capital Advisors LLC | $19.1M | 149,668 | 3.72% | 14q | +3.2%+$586.4K |
| Blue Water Asset Management | $18.2M | 142,509 | 5.88% | 3q | +1.2%+$219.5K |
| ROYAL BANK OF CANADA | $18.2M | 142,225 | 0.00% | 29q | -6.5%-$1.3M |
| NewEdge Advisors, LLC | $18.2M | 142,067 | 0.05% | 25q | +25.9%+$3.7M |
| Ancora Advisors LLC | $16.9M | 132,040 | 0.32% | 29q | +9.4%+$1.4M |
| Concurrent Investment Advisors, LLC | $16.1M | 125,695 | 0.14% | 11q | +3.6%+$555.9K |
| Petix & Botte Co | $14.0M | 109,836 | 2.82% | 7q | +6.7%+$876.4K |
| PRAIRIE ADVISORY, LLC | $12.8M | 100,084 | 3.00% | new | FIRST |
| ASHTON THOMAS SECURITIES, LLC | $12.4M | 97,432 | 1.84% | new | NEW |
| MONECO ADVISORS, LLC | $12.3M | 96,645 | 0.75% | 29q | +3.7%+$444.1K |
| TFR Capital, LLC. | $11.6M | 90,925 | 3.27% | 7q | +0.6%+$70.5K |
| Kraft, Davis & Associates, LLC | $11.6M | 89,476 | 2.42% | 10q | +5.1%+$559.5K |
| RETIREMENT PLANNING GROUP, LLC / NY | $11.0M | 86,318 | 6.01% | 7q | +9.2%+$930.3K |
| Fourth Dimension Wealth, LLC | $10.6M | 83,090 | 3.36% | new | NEW |
| STIFEL FINANCIAL CORP | $10.4M | 81,131 | 0.01% | 29q | +3.0%+$306.0K |
| Geneos Wealth Management Inc. | $9.6M | 75,076 | 0.20% | 29q | HELD |
| Legacy Capital Wealth Partners, LLC | $9.3M | 79,115 | 1.79% | 9q | +0.5%+$48.2K |
| Resonant Capital Advisors, LLC | $9.3M | 72,877 | 0.44% | 27q | HELD |
| Prime Capital Investment Advisors, LLC | $9.2M | 71,980 | 0.09% | 13q | -2.2%-$206.5K |
| Rockefeller Capital Management L.P. | $8.9M | 69,322 | 0.01% | 27q | +7.0%+$578.9K |
| &PARTNERS | $8.7M | 68,211 | 0.04% | 8q | +299.2%+$6.5M |
| Qube Research & Technologies Ltd | $8.7M | 67,980 | 0.01% | 17q | +68.4%+$3.5M |
| Steward Partners Investment Advisory, LLC | $8.4M | 65,611 | 0.04% | 29q | +1.3%+$109.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.1M | 63,756 | 0.01% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.9M | 62,100 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $7.8M | 60,845 | 0.09% | 23q | -6.8%-$565.5K |
| Avestar Capital, LLC | $7.2M | 56,289 | 0.40% | 7q | +6.1%+$414.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | $7.0M | 55,062 | 0.28% | 9q | HELD |
| LOOMIS SAYLES & CO L P | $7.0M | 54,571 | 0.01% | 2q | +400.7%+$5.6M |
| Oxford Wealth Group, LLC | $6.9M | 54,367 | 3.11% | 3q | +17.3%+$1.0M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $6.9M | 54,283 | 1.70% | 6q | +6.9%+$446.6K |
| IFG Advisory, LLC | $6.8M | 53,259 | 0.24% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 52,210 | 0.01% | 12q | +5.4%+$346.8K |
| Intrua Financial, LLC | $6.7M | 52,268 | 0.61% | 7q | +5.5%+$351.0K |
| NWAM LLC | $6.6M | 51,874 | 0.33% | 8q | HELD |
| Colonial River Investments, LLC | $6.5M | 50,720 | 1.84% | 6q | -52.1%-$7.0M |
| AE Wealth Management LLC | $6.4M | 49,888 | 0.03% | 16q | +2.4%+$151.7K |
| TRUIST FINANCIAL CORP | $6.1M | 47,400 | 0.01% | 27q | +2.4%+$139.8K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $6.1M | 47,385 | 1.51% | 15q | +1.5%+$89.2K |
| WJ Wealth Management, LLC | $5.9M | 46,073 | 2.32% | 2q | +6.7%+$371.1K |
| OPTIMA CAPITAL LLC | $5.9M | 45,959 | 2.32% | 5q | +12.9%+$671.3K |
| Total Clarity Wealth Management, Inc. | $5.8M | 45,523 | 1.13% | 7q | -42.1%-$4.2M |
| Wealth Management Partners, LLC | $5.7M | 44,763 | 1.35% | 23q | -1.3%-$75.6K |
| Garden State Investment Advisory Services LLC | $5.6M | 43,942 | 1.02% | 5q | -22.9%-$1.7M |
| Essex Financial Services, Inc. | $5.6M | 43,507 | 0.28% | 10q | +5.6%+$295.9K |
| AdvisorNet Financial, Inc | $5.5M | 43,273 | 0.25% | 15q | +2.5%+$133.0K |
| RVW Wealth, LLC | $5.5M | 42,754 | 0.36% | 25q | HELD |
| Perennial Investment Advisors, LLC | $5.4M | 42,335 | 0.36% | 14q | HELD |
| Arkadios Wealth Advisors | $5.3M | 41,790 | 0.08% | 6q | +200.9%+$3.6M |
| Mission Hills Financial Advisory, LLC | $5.3M | 41,107 | 2.31% | 8q | -39.0%-$3.4M |
| Autumn Glory Partners, LLC | $5.0M | 39,037 | 1.41% | 2q | +4.8%+$230.4K |
| TOMPKINS FINANCIAL CORP | $5.0M | 39,023 | 0.35% | 28q | -0.6%-$28.0K |
| Harbor Asset Planning, Inc. | $4.9M | 38,065 | 3.65% | 5q | +1.3%+$62.2K |
| AQR CAPITAL MANAGEMENT LLC | $4.8M | 37,664 | 0.00% | 4q | +80.0%+$2.1M |
| Forge Financial Services LLC | $4.8M | 37,639 | 0.41% | 7q | -2.2%-$108.8K |
| Focus Partners Wealth | $4.6M | 36,191 | 0.00% | 8q | HELD |
Showing the largest 100 of 345 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 333 | $6.8B | 53,012,955 | 36 | 129 | 76 | 0.0% |
| Q1 2026 | 314 | $6.5B | 57,048,205 | 41 | 134 | 54 | 0.0% |
| Q4 2025 | 293 | $5.4B | 47,277,485 | 25 | 120 | 63 | 0.0% |
| Q3 2025 | 280 | $4.9B | 44,552,544 | 37 | 99 | 68 | 0.0% |
| Q2 2025 | 252 | $4.1B | 39,031,734 | 24 | 92 | 59 | 0.0% |
| Q1 2025 | 242 | $3.7B | 36,840,276 | 29 | 88 | 58 | 0.0% |
| Q4 2024 | 232 | $2.7B | 27,371,374 | 29 | 81 | 48 | 0.0% |
| Q3 2024 | 193 | $2.4B | 24,389,611 | 21 | 76 | 39 | 0.0% |
| Q2 2024 | 182 | $2.1B | 22,487,890 | 16 | 69 | 41 | 0.0% |
| Q1 2024 | 171 | $2.3B | 24,599,525 | 25 | 64 | 33 | 0.0% |
| Q4 2023 | 160 | $1.7B | 20,428,858 | 12 | 61 | 29 | 0.0% |
| Q3 2023 | 153 | $1.2B | 15,849,590 | 18 | 53 | 27 | 0.0% |
| Q2 2023 | 147 | $1.2B | 15,097,838 | 16 | 40 | 42 | 0.0% |
| Q1 2023 | 131 | $1.0B | 13,335,033 | 12 | 43 | 33 | 0.0% |
| Q4 2022 | 122 | $907.5M | 12,313,643 | 15 | 40 | 33 | 0.0% |
| Q3 2022 | 144 | $839.1M | 12,441,518 | 11 | 56 | 30 | 0.0% |
| Q2 2022 | 142 | $814.0M | 11,695,263 | 17 | 41 | 42 | 0.0% |
| Q1 2022 | 134 | $752.5M | 9,381,820 | 17 | 42 | 27 | 0.0% |
| Q4 2021 | 127 | $645.5M | 8,114,700 | 11 | 33 | 26 | 0.0% |
| Q3 2021 | 110 | $570.6M | 7,837,250 | 5 | 37 | 20 | 0.0% |
| Q2 2021 | 108 | $571.6M | 7,756,640 | 9 | 22 | 27 | 0.0% |
| Q1 2021 | 105 | $563.8M | 8,099,016 | 13 | 27 | 26 | 0.0% |
| Q4 2020 | 96 | $469.4M | 7,534,145 | 7 | 22 | 27 | 0.0% |
| Q3 2020 | 89 | $422.0M | 7,826,617 | 11 | 13 | 29 | 0.0% |
| Q2 2020 | 87 | $379.6M | 7,411,247 | 13 | 9 | 37 | 0.0% |
| Q1 2020 | 87 | $348.2M | 7,926,346 | 7 | 17 | 38 | 0.0% |
| Q4 2019 | 101 | $536.5M | 9,197,807 | 7 | 26 | 28 | 0.0% |
| Q3 2019 | 88 | $482.2M | 8,934,427 | 8 | 19 | 34 | 0.0% |
| Q2 2019 | 84 | $485.9M | 9,137,295 | 82 | 0 | 1 | 0.0% |
| Q1 2019 | 2 | $206.0K | 3,451 | 1 | 0 | 0 | 0.0% |