INVESCO EXCHANGE TRADED FD T (RZG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
63
Reporting holders
$57.0M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $7.2M | 99,485 | 0.00% | 31q | -3.9%-$292.4K |
| Horizon Family Wealth, Inc. | $6.2M | 84,996 | 2.82% | 7q | HELD |
| Global View Capital Management LLC | $3.9M | 53,946 | 0.81% | new | NEW |
| Twelve Points Wealth Management LLC | $3.6M | 49,286 | 0.72% | 19q | -1.0%-$37.6K |
| MORGAN STANLEY | $3.3M | 45,986 | 0.00% | 33q | +4.3%+$136.4K |
| Synergy Asset Management, LLC | $3.0M | 41,705 | 0.29% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $2.9M | 40,501 | 0.00% | 10q | -2.1%-$63.7K |
| JPMORGAN CHASE & CO | $2.9M | 40,657 | 0.00% | 8q | +185.0%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $1.9M | 26,127 | 0.00% | 31q | +5.1%+$92.7K |
| OSAIC HOLDINGS, INC. | $1.7M | 23,480 | 0.00% | 26q | -1.5%-$26.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 23,419 | 0.00% | 31q | +6.1%+$97.8K |
| AMERIPRISE FINANCIAL INC | $1.7M | 22,971 | 0.00% | 3q | +86.2%+$772.9K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $1.4M | 19,654 | 0.11% | 2q | HELD |
| Berger Financial Group, Inc | $1.3M | 17,525 | 0.07% | 10q | -2.2%-$28.8K |
| Allworth Financial LP | $1.2M | 16,711 | 0.01% | 13q | -1.0%-$12.9K |
| Tempo Wealth, LLC | $1.2M | 16,603 | 0.18% | 3q | -2.8%-$34.9K |
| WILLNER & HELLER, LLC | $824.3K | 11,339 | 0.52% | 16q | HELD |
| WELLS FARGO & COMPANY/MN | $733.8K | 10,094 | 0.00% | 31q | -51.4%-$777.6K |
| Pacific Sun Financial Corp | $633.9K | 8,720 | 0.26% | 25q | -10.7%-$75.6K |
| Purus Wealth Management, LLC | $605.4K | 8,328 | 0.17% | 23q | -4.4%-$27.9K |
| RAYMOND JAMES FINANCIAL INC | $603.1K | 8,297 | 0.00% | 7q | -4.8%-$30.5K |
| FAS Wealth Partners, Inc. | $554.8K | 7,632 | 0.03% | 30q | -3.0%-$16.9K |
| Investors Research Corp | $534.2K | 7,349 | 0.10% | 31q | -40.7%-$366.2K |
| ENVESTNET ASSET MANAGEMENT INC | $489.2K | 6,729 | 0.00% | 10q | -2.8%-$14.1K |
| Commonwealth Financial Services, LLC | $450.1K | 6,192 | 0.06% | 12q | HELD |
| Cetera Investment Advisers | $437.2K | 6,014 | 0.00% | 8q | +1.6%+$6.8K |
| American Institute for Advanced Investment Management, LLP | $393.7K | 5,416 | 0.23% | 13q | -0.6%-$2.5K |
| JONES FINANCIAL COMPANIES LLLP | $388.0K | 5,433 | 0.00% | 8q | +33.5%+$97.3K |
| Heritage Trust Co | $384.9K | 5,295 | 0.03% | 14q | HELD |
| Kaydan Wealth Management, Inc. | $323.1K | 4,445 | 0.10% | 19q | HELD |
| ROYAL BANK OF CANADA | $319.0K | 4,383 | 0.00% | 31q | +1.2%+$3.7K |
| Trilogy Capital Inc. | $310.6K | 4,272 | 0.01% | 4q | HELD |
| Equitable Holdings, Inc. | $306.7K | 4,219 | 0.00% | 2q | +5.2%+$15.2K |
| UBS Group AG | $300.8K | 4,138 | 0.00% | 31q | +17.1%+$44.0K |
| Belpointe Asset Management LLC | $286.9K | 3,946 | 0.01% | 9q | -3.0%-$8.9K |
| HCR Wealth Advisors | $235.1K | 3,234 | 0.02% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $234.1K | 3,220 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $227.5K | 3,129 | 0.00% | 4q | -7.6%-$18.7K |
| BROWN ADVISORY INC | $218.1K | 3,000 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $214.4K | 2,950 | 0.00% | 11q | HELD |
| RMR Wealth Builders | $211.6K | 2,910 | 0.01% | new | NEW |
| Focus Financial Network, Inc. | $211.1K | 2,904 | 0.01% | new | NEW |
| Focus Partners Wealth | $208.5K | 2,868 | 0.00% | new | NEW |
| Fiduciary Alliance LLC | $204.9K | 2,818 | 0.01% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $200.8K | 2,762 | 0.00% | new | NEW |
| FMR LLC | $197.1K | 2,711 | 0.00% | 30q | +79.4%+$87.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $150.5K | 2,070 | 0.00% | new | NEW |
| Collier Financial | $81.2K | 1,117 | 0.06% | 6q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $70.9K | 975 | 0.01% | 5q | HELD |
| Key Financial Inc | $50.0K | 687 | 0.01% | 23q | HELD |
| Capital Investment Advisory Services, LLC | $44.8K | 616 | 0.00% | 7q | -8.9%-$4.4K |
| ASSETMARK, INC | $40.3K | 555 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $29.4K | 404 | 0.00% | 3q | +18.5%+$4.6K |
| Geneos Wealth Management Inc. | $20.7K | 285 | 0.00% | 33q | HELD |
| Rossby Financial, LCC | $16.1K | 222 | 0.00% | 6q | HELD |
| Arax Advisory Partners | $13.5K | 186 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $6.5K | 90 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $3.1K | 42 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 37,568 | 0.00% | 31q | +97.0%+$1.3K |
| SIMPLEX TRADING, LLC | $1.0K | 14 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $887 | 12 | 0.00% | new | NEW |
| CITIGROUP INC | $583 | 8 | 0.00% | 10q | HELD |
| HUNTINGTON NATIONAL BANK | $73 | 1 | 0.00% | 15q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $73 | 1 | 0.00% | 3q | HELD |
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 | 63 | $57.0M | 785,084 | 15 | 12 | 18 | 0.0% |
| Q1 2026 | 55 | $45.9M | 807,060 | 5 | 12 | 18 | 0.0% |
| Q4 2025 | 56 | $36.4M | 667,311 | 11 | 9 | 14 | 0.0% |
| Q3 2025 | 52 | $32.7M | 597,441 | 5 | 11 | 13 | 0.0% |
| Q2 2025 | 49 | $30.9M | 611,146 | 4 | 10 | 18 | 0.0% |
| Q1 2025 | 47 | $36.2M | 775,604 | 5 | 13 | 14 | 0.0% |
| Q4 2024 | 47 | $37.2M | 749,935 | 4 | 11 | 9 | 0.0% |
| Q3 2024 | 47 | $39.5M | 769,062 | 7 | 12 | 11 | 0.0% |
| Q2 2024 | 44 | $35.8M | 751,513 | 7 | 9 | 10 | 0.0% |
| Q1 2024 | 40 | $35.1M | 721,961 | 9 | 8 | 9 | 0.0% |
| Q4 2023 | 32 | $29.5M | 647,517 | 3 | 8 | 8 | 0.0% |
| Q3 2023 | 32 | $22.1M | 547,939 | 1 | 28 | 1 | 0.0% |
| Q2 2023 | 34 | $26.2M | 206,253 | 6 | 8 | 10 | 0.0% |
| Q1 2023 | 30 | $18.1M | 152,943 | 2 | 4 | 12 | 0.0% |
| Q4 2022 | 36 | $19.6M | 167,871 | 10 | 4 | 13 | 0.0% |
| Q3 2022 | 38 | $35.0M | 318,210 | 7 | 8 | 11 | 0.0% |
| Q2 2022 | 42 | $34.1M | 297,153 | 1 | 9 | 15 | 0.0% |
| Q1 2022 | 56 | $41.3M | 292,111 | 6 | 8 | 22 | 0.0% |
| Q4 2021 | 55 | $47.3M | 284,501 | 3 | 8 | 16 | 0.0% |
| Q3 2021 | 49 | $34.8M | 218,760 | 3 | 11 | 15 | 0.0% |
| Q2 2021 | 48 | $41.0M | 251,913 | 2 | 9 | 11 | 0.0% |
| Q1 2021 | 50 | $36.0M | 227,545 | 7 | 10 | 13 | 0.0% |
| Q4 2020 | 46 | $36.5M | 256,464 | 11 | 6 | 16 | 0.0% |
| Q3 2020 | 34 | $30.5M | 262,554 | 1 | 6 | 16 | 0.0% |
| Q2 2020 | 38 | $38.1M | 351,518 | 2 | 12 | 16 | 0.0% |
| Q1 2020 | 48 | $30.6M | 349,910 | 4 | 7 | 21 | 0.0% |
| Q4 2019 | 62 | $69.1M | 568,154 | 4 | 16 | 19 | 0.0% |
| Q3 2019 | 62 | $76.1M | 689,808 | 4 | 18 | 20 | 0.0% |
| Q2 2019 | 68 | $92.0M | 809,364 | 6 | 19 | 22 | 0.0% |
| Q1 2019 | 71 | $85.9M | 739,130 | 8 | 21 | 24 | 0.0% |
| Q4 2018 | 69 | $78.0M | 748,990 | 1 | 2 | 3 | 0.0% |