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

INVESCO EXCHANGE TRADED FD T

72 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 46137V167·72 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$109M
visible holders
Holders
72
filers reporting
Concentration
34.92%
Systematic Alpha Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported RZV in Q1 2026. Systematic Alpha Investments, LLC leads at 34.9% 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
$38M306K1.34%Q1 202602
LPL Financial LLC
CIK 0001403438
$11M85K0.00%Q1 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
$5M38K1.65%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M38K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M32K0.00%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$3M21K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$2M19K0.00%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M17K0.00%Q1 202612
Innova Wealth Partners
CIK 0001888831
$2M14K0.88%Q2 202613
Merit Financial Group, LLC
CIK 0001621225
$2M14K0.01%Q2 202614
Smallwood Wealth Investment Management, LLC
CIK 0001921304
$2M16K1.04%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M13K0.00%Q1 202616
NTV ASSET MANAGEMENT LLC
CIK 0001284208
$2M12K0.17%Q1 202617
UBS Group AG
CIK 0001610520
$2M12K0.00%Q1 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M10K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$1M10K0.00%Q1 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M8K0.01%Q1 2026
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