DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
RZV

INVESCO EXCHANGE TRADED FD T

70 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 46137V167·70 13F holders·last filed Mar 31, 2026
Market cap
6.1%
vs prior quarter
13F value held
$105M
71.0% inst. owned
of float
Holders
70
-131 QoQ
filers reporting
Activity
+47 / −91
+848 added · −839 reduced
this quarter
Concentration
36.14%
Systematic Alpha Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

70 institutions reported RZV in Q1 2026. Systematic Alpha Investments, LLC leads at 36.1% of the visible book. -131 net institutions QoQ — distribution reading.

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 2026
02
LPL Financial LLC
CIK 0001403438
$11M85K0.00%Q1 2026
03
Armbruster Capital Management, Inc.
CIK 0001664847
$8M66K1.35%Q1 2026
04
AllSquare Wealth Management LLC
CIK 0001633674
$8M69K4.30%Q3 2025
05
Wealthcare Advisory Partners LLC
CIK 0001683059
$6M52K0.13%Q1 2026
06
THEORY FINANCIAL LLC
CIK 0001899158
$5M38K1.65%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M38K0.00%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M32K0.00%Q1 2026
09
STIFEL FINANCIAL CORP
CIK 0000720672
$3M21K0.00%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$2M19K0.00%Q1 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M17K0.00%Q1 2026
12
Smallwood Wealth Investment Management, LLC
CIK 0001921304
$2M16K1.04%Q1 2026
13
Merit Financial Group, LLC
CIK 0001621225
$2M14K0.01%Q1 2026
14
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M13K0.00%Q1 2026
15
NTV ASSET MANAGEMENT LLC
CIK 0001284208
$2M12K0.17%Q1 2026
16
UBS Group AG
CIK 0001610520
$2M12K0.00%Q1 2026
17
Innova Wealth Partners
CIK 0001888831
$1M11K0.66%Q1 2026
18
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M10K0.00%Q1 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$1M10K0.00%Q1 2026
20
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M8K0.01%Q1 2026
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