13F Insight
DOSSIER · 13F Holders · Q2 2026
RZV

INVESCO EXCHANGE TRADED FD T

76 institutions still hold INVESCO EXCHANGE TRADED FD T as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V167·76 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$124M
visible holders
Holders
76
filers reporting
Concentration
36.84%
Systematic Alpha Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

76 institutions reported RZV in Q2 2026. Systematic Alpha Investments, LLC leads at 36.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Systematic Alpha Investments, LLC
CIK 0001806755
$46M306K1.23%Q2 202602
LPL Financial LLC
CIK 0001403438
$12M78K0.00%Q2 202603
Armbruster Capital Management, Inc.
CIK 0001664847
$10M64K1.42%Q2 202604
AllSquare Wealth Management LLC
CIK 0001633674
$8M69K4.30%Q3 202505
Wealthcare Advisory Partners LLC
CIK 0001683059
$8M52K0.15%Q2 202606
THEORY FINANCIAL LLC
CIK 0001899158
$6M40K1.87%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M38K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M32K0.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$3M22K0.00%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$3M21K0.00%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M18K0.00%Q2 202612
Smallwood Wealth Investment Management, LLC
CIK 0001921304
$2M17K1.09%Q2 202613
Innova Wealth Partners
CIK 0001888831
$2M14K0.88%Q2 202614
Merit Financial Group, LLC
CIK 0001621225
$2M14K0.01%Q2 202615
UBS Group AG
CIK 0001610520
$2M12K0.00%Q2 202616
NTV ASSET MANAGEMENT LLC
CIK 0001284208
$2M11K0.17%Q2 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M11K0.00%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$1M10K0.00%Q2 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M9K0.00%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$1M9K0.00%Q2 2026
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