DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
RZG

INVESCO EXCHANGE TRADED FD T

59 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V175·59 13F holders·last filed Mar 31, 2026
Market cap
3.8%
vs prior quarter
13F value held
$39M
60.0% inst. owned
of float
Holders
59
+62 QoQ
filers reporting
Activity
+68 / −112
+852 added · −925 reduced
this quarter
Concentration
18.29%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

59 institutions reported RZG in Q1 2026. CWM, LLC leads at 18.3% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$7M125K0.02%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$6M104K0.00%Q1 2026
03
Horizon Family Wealth, Inc.
CIK 0001910660
$5M85K2.55%Q1 2026
04
Twelve Points Wealth Management LLC
CIK 0001877090
$3M50K0.62%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$3M44K0.00%Q1 2026
06
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$2M41K0.00%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M25K0.00%Q1 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M24K0.00%Q1 2026
09
IMC-Chicago, LLC
CIK 0001452861· Market maker
$1M23K0.00%Q1 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M22K0.00%Q1 2026
11
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$1M20K0.09%Q1 2026
12
Berger Financial Group, Inc
CIK 0001826136
$1M18K0.06%Q1 2026
13
Tempo Wealth, LLC
CIK 0002112005
$973,07017K0.17%Q1 2026
14
Allworth Financial LP
CIK 0001555170
$961,91917K0.00%Q1 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$780,06514K0.00%Q1 2026
16
Investors Research Corp
CIK 0001730630
$705,51812K0.13%Q1 2026
17
WILLNER & HELLER, LLC
CIK 0001927796
$646,81211K0.48%Q1 2026
18
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$639,32411K0.00%Q1 2026
19
WELLS FARGO & COMPANY/MN
CIK 0000072971
$592,07810K0.00%Q1 2026
20
PACIFIC SUN FINANCIAL CORP
CIK 0000947517
$555,96110K0.27%Q1 2026
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