HolderBook

INVESCO EXCHANGE TRADED FD T (RZV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

69
Reporting holders
$135.8M
Reported value
0.0%
Held as options
+9
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

FilerValueShares Their book Held Change
Systematic Alpha Investments, LLC$45.7M306,4881.23%22qHELD
LPL Financial LLC$11.6M77,5820.00%31q-9.1%-$1.2M
Armbruster Capital Management, Inc.$9.5M63,7621.42%31q-3.5%-$348.9K
Wealthcare Advisory Partners LLC$7.8M52,3410.15%17q+0.9%+$71.3K
THEORY FINANCIAL LLC$5.9M39,7791.87%18q+5.3%+$297.8K
RAYMOND JAMES FINANCIAL INC$5.6M37,7920.00%2qHELD
BANK OF AMERICA CORP /DE/$4.8M32,0450.00%31q-0.8%-$38.8K
Merit Financial Group, LLC$4.0M27,1500.01%15q+98.4%+$2.0M
MORGAN STANLEY$3.3M22,2330.00%33q+14.4%+$416.2K
STIFEL FINANCIAL CORP$3.1M20,6420.00%24qHELD
COMMONWEALTH EQUITY SERVICES, LLC$2.7M17,9550.00%25q+3.2%+$82.4K
Smallwood Wealth Investment Management, LLC$2.5M16,7641.09%9q+6.1%+$144.6K
Innova Wealth Partners$2.1M14,3650.88%7q+28.2%+$470.4K
UBS Group AG$1.7M11,5950.00%31q-5.8%-$107.2K
NTV Asset Management LLC$1.7M11,4500.17%22q-8.0%-$149.1K
MML INVESTORS SERVICES, LLC$1.6M10,5180.00%newNEW
Cetera Investment Advisers$1.5M9,9550.00%10q+27.1%+$316.4K
CAPTRUST FINANCIAL ADVISORS$1.4M9,3940.00%19q-10.4%-$163.2K
ROYAL BANK OF CANADA$1.4M9,1140.00%31q-5.5%-$79.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M8,9370.00%27q-33.0%-$654.7K
TWO SIGMA INVESTMENTS, LP$1.3M8,5000.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$1.2M7,8630.00%5q+252.4%+$839.5K
JONES FINANCIAL COMPANIES LLLP$1.1M7,1910.00%8q+15.7%+$145.8K
Discipline Wealth Solutions, LLC$1.0M6,9760.09%4q-2.4%-$25.8K
Fifth Third Securities, Inc.$881.8K5,9160.05%4q-1.9%-$16.7K
American Institute for Advanced Investment Management, LLP$867.5K5,8200.50%24q-0.9%-$7.5K
Baird Financial Group, Inc.$814.6K5,4650.00%2qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$784.5K5,2630.00%18q+3.6%+$27.3K
OSAIC HOLDINGS, INC.$761.1K5,1050.00%26q-7.5%-$62.0K
Stratos Wealth Partners, LTD.$716.3K4,8050.01%21q-43.0%-$539.7K
Creative Planning$701.2K4,7040.00%9q+7.3%+$47.7K
CITADEL ADVISORS LLC$598.2K4,0130.00%10q-49.7%-$590.6K
Twelve Points Wealth Management LLC$560.0K3,7570.11%19q-1.8%-$10.3K
IFP Advisors, Inc$525.1K3,5230.01%28qHELD
WELLS FARGO & COMPANY/MN$507.0K3,4010.00%31q-59.5%-$746.0K
LOM Asset Management Ltd$417.4K2,8000.11%5q+21.7%+$74.5K
Private Advisory Group LLC$403.8K2,7090.02%5qHELD
Worth Asset Management, LLC$355.1K2,3820.11%4q+1.6%+$5.5K
Focus Financial Network, Inc.$304.0K2,0390.01%10q-36.2%-$172.8K
AQR CAPITAL MANAGEMENT LLC$271.8K1,8240.00%4q+7.5%+$18.9K
JANE STREET GROUP, LLC$268.3K1,8000.00%2q+3.6%+$9.4K
HighTower Advisors, LLC$266.6K1,7890.00%15qHELD
Buck Wealth Strategies, LLC$265.3K1,7800.03%newNEW
BENJAMIN EDWARDS INC$223.9K1,5020.00%newNEW
FLAGSHIP HARBOR ADVISORS, LLC$210.1K1,4100.01%newNEW
Purus Wealth Management, LLC$207.8K1,3940.06%newNEW
Allworth Financial LP$178.9K1,2000.00%17qHELD
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$163.1K1,0940.00%3qHELD
IFG Advisory, LLC$151.3K1,0150.01%newNEW
FMR LLC$146.7K9840.00%23q+154.9%+$89.1K
BlackRock, Inc.$52.2K3500.00%newNEW
Global Retirement Partners, LLC$42.1K2820.00%16qHELD
Keating Financial Advisory Services, Inc.$41.3K2770.01%3qHELD
Concord Wealth Partners$41.1K2760.00%newNEW
Steward Partners Investment Advisory, LLC$40.8K2740.00%5q+114.1%+$21.8K
MERCER GLOBAL ADVISORS INC /ADV$39.5K2650.00%newNEW
VALLEY NATIONAL ADVISERS INC$33.1K2220.00%11qHELD
Rockefeller Capital Management L.P.$29.9K2000.00%4qHELD
Geneos Wealth Management Inc.$29.8K2000.00%7qHELD
Greykasell Wealth Strategies, Inc.$29.8K2000.01%3qHELD
Farther Finance Advisors, LLC$25.0K1680.00%15q-13.0%-$3.7K
TRUST CO OF TOLEDO NA /OH/$23.9K1600.00%5q-30.7%-$10.6K
Integrated Wealth Concepts LLC$19.4K1300.00%newNEW
NewEdge Advisors, LLC$7.5K500.00%newNEW
JPMORGAN CHASE & CO$7.4K490.00%2q-2.0%
MATHER GROUP, LLC.$2.2K150.00%2q-82.4%-$10.5K
Lester Murray Antman dba SimplyRich$1.1K7,5580.26%11q-9.6%
Ayalon Insurance Comp Ltd.$1.0K7,0230.13%22qHELD
Sankala Group LLC$92860.00%3q+100.0%
Cambridge Investment Research Advisors, Inc.$8485,6940.00%22q+100.0%
Janney Montgomery Scott LLC$3412,2900.00%19q-7.0%
HRT FINANCIAL LP$2241,5070.00%newNEW
CoreCap Advisors, LLC$7400.00%3qHELD
OGOREK ANTHONY JOSEPH /NY/ /ADV$000.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202669$135.8M911,0091319210.0%
Q1 202660$110.7M890,064822100.0%
Q4 202559$104.6M876,099811200.0%
Q3 202557$111.4M943,860913180.0%
Q2 202554$97.8M933,294615190.0%
Q1 202552$97.4M985,165114200.0%
Q4 202459$131.3M1,179,338119200.0%
Q3 202449$128.6M1,177,68868180.0%
Q2 202450$121.2M1,221,77386180.0%
Q1 202451$124.3M1,157,639118190.0%
Q4 202346$132.0M1,231,318315130.0%
Q3 202347$113.2M1,242,957414160.0%
Q2 202349$114.2M1,227,449315170.0%
Q1 202364$179.9M1,981,9721323130.1%
Q4 202252$151.4M1,712,5951515140.0%
Q3 202255$134.0M1,755,359520210.0%
Q2 202266$160.0M1,928,688726170.0%
Q1 202270$167.6M1,737,5411325170.0%
Q4 202165$139.2M1,449,0671221150.0%
Q3 202158$135.6M1,449,648516220.0%
Q2 202166$201.0M2,121,6182222100.0%
Q1 202148$191.2M2,160,966209100.0%
Q4 202032$80.5M1,209,161211110.0%
Q3 202032$56.7M1,294,80366110.0%
Q2 202030$42.6M1,107,5777780.0%
Q1 202033$35.9M1,034,30866110.0%
Q4 201945$105.3M1,505,882121340.0%
Q3 201935$84.4M1,316,1987680.0%
Q2 201935$82.8M1,326,29558130.0%
Q1 201942$80.5M1,224,458812110.0%
Q4 201840$56.0M969,8420120.0%