13F Insight
DOSSIER · 13F Holders · Q1 2026
RZG

INVESCO EXCHANGE TRADED FD T

63 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 46137V175·63 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$42M
visible holders
Holders
63
filers reporting
Concentration
16.96%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported RZG in Q1 2026. CWM, LLC leads at 17.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$7M125K0.02%Q1 202602
LPL Financial LLC
CIK 0001403438
$6M104K0.00%Q1 202603
Horizon Family Wealth, Inc.
CIK 0001910660
$5M85K2.55%Q1 202604
Synergy Asset Management, LLC
CIK 0001699080
$3M42K0.29%Q2 202605
Twelve Points Wealth Management LLC
CIK 0001877090
$3M50K0.62%Q1 202606
MORGAN STANLEY
CIK 0000895421
$3M44K0.00%Q1 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$2M41K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M25K0.00%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M24K0.00%Q1 202610
IMC-Chicago, LLC
CIK 0001452861· Market maker
$1M23K0.00%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M22K0.00%Q1 202612
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$1M20K0.09%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M19K0.00%Q1 202614
Berger Financial Group, Inc
CIK 0001826136
$1M18K0.06%Q1 202615
Tempo Wealth, LLC
CIK 0002112005
$973K17K0.17%Q1 202616
Allworth Financial LP
CIK 0001555170
$962K17K0.00%Q1 202617
WILLNER & HELLER, LLC
CIK 0001927796
$824K11K0.52%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$780K14K0.00%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$639K11K0.00%Q1 202620
Purus Wealth Management, LLC
CIK 0001844250
$605K8K0.17%Q2 2026
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