Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 253 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 11 from Q4 2024. 30 opened new positions and 17 sold out. The largest holders were Invesco Ltd. ($779.4M), Ameriprise Financial Inc. ($418.8M) and LPL Financial LLC ($408.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Revenue ETF
- CUSIP
- 46138G698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $124.9M |
| Exits | 17 | $28.1M |
All 13F filers, Q4 2024 → Q1 2025: 10,837,496 shares bought and 1,059,629 shares sold, net +9,777,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Invesco Ltd. | 0.15% | Add +540.3% | 7,845,673 | $779.4M |
| Ameriprise Financial Inc. | 0.11% | Add +30.4% | 4,214,182 | $418.8M |
| LPL Financial LLC | 0.16% | Add +2.9% | 4,111,859 | $408.5M |
| Morgan Stanley | 0.02% | Reduce -3.4% | 2,808,118 | $279.0M |
| Allworth Financial LP | 1.20% | Add +0.3% | 2,211,381 | $213.6M |
| Bank of America Corp. | 0.02% | Add +1.9% | 1,992,452 | $197.9M |
| Fusion Family Wealth, LLC | 14.35% | Add +7.0% | 1,570,573 | $156.0M |
| Bank of New York Mellon Corp | 0.02% | New | 852,081 | $84.6M |
| Osaic Holdings, Inc. | 0.18% | Add +53.2% | 827,728 | $82.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +77.8% | 698,028 | $69.3M |
| Raymond James Financial Inc. | 0.03% | Add +27.3% | 685,223 | $68.1M |
| Wells Fargo & Company | 0.01% | Add +9.8% | 609,024 | $60.5M |
| Kozak & Associates, Inc. | 13.57% | Add +3.6% | 569,709 | $54.4M |
| UBS Group AG | 0.01% | Add +0.7% | 521,569 | $51.8M |
| ERn Financial, LLC | 6.06% | Reduce -3.3% | 385,849 | $38.3M |
| Cetera Investment Advisers | 0.07% | Add +55.0% | 369,329 | $36.7M |
| Jones Financial Companies LLLP | 0.03% | Add +64.8% | 359,461 | $35.4M |
| Klingman & Associates, LLC | 1.73% | Add +6.3% | 284,369 | $28.2M |
| Equitable Holdings, Inc. | 0.26% | Add +10.0% | 275,761 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +30.6% | 229,702 | $22.8M |
| Stewardship Advisors, LLC | 5.79% | Add +11.1% | 215,550 | $21.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +40.6% | 204,129 | $20.3M |
| Mariner, LLC | 0.03% | Add +1.2% | 192,728 | $19.1M |
| Merit Financial Group, LLC | 0.27% | Add +8.0% | 180,540 | $17.9M |
| Avantax Advisory Services, Inc. | 0.10% | Add +5.5% | 162,409 | $16.1M |
| Thoroughbred Financial Services, LLC | 1.00% | Add +6.9% | 160,985 | $16.0M |
| Atlas Legacy Advisors, LLC | 3.93% | New | 154,187 | $15.5M |
| Private Advisor Group, LLC | 0.09% | Add +3.9% | 146,615 | $14.6M |
| EverSource Wealth Advisors, LLC | 0.78% | Add +4.0% | 143,687 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 143,125 | $14.2M |
| Denver Wealth Management, Inc. | 6.44% | Reduce -2.8% | 142,149 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +113.7% | 138,787 | $13.8M |
| MML Investors Services, LLC | 0.04% | Reduce -0.0% | 127,349 | $12.7M |
| Geneos Wealth Management Inc. | 0.42% | Add +170.3% | 125,978 | $12.5M |
| Cadent Capital Advisors, LLC | 4.57% | Reduce -3.3% | 121,162 | $12.0M |
| RFG - Bristol Wealth Advisors, LLC | 3.96% | Add +19.4% | 119,016 | $11.8M |
| Aspire Capital Advisors LLC | 3.53% | Reduce -19.9% | 118,917 | $11.8M |
| Harbour Investments, Inc. | 0.30% | Add +7.0% | 106,638 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.2% | 94,179 | $9.4M |
| Fermata Advisors, LLC | 1.68% | Reduce -11.4% | 93,546 | $9.3M |
| Kraft, Davis & Associates, LLC | 2.86% | Reduce -48.1% | 94,227 | $8.9M |
| TFR Capital, LLC. | 3.50% | Reduce -2.8% | 84,583 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 81,495 | $8.1M |
| Stifel Financial Corp. | 0.01% | Reduce -71.4% | 79,066 | $7.9M |
| Moneco Advisors, LLC | 0.79% | Add +0.6% | 76,856 | $7.6M |
| Legacy Capital Wealth Partners, LLC | 1.84% | Reduce -14.1% | 80,370 | $7.5M |
| Colonial River Investments, LLC | 4.11% | New | 75,127 | $7.5M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +25.9% | 74,743 | $7.4M |
| Resonant Capital Advisors, LLC | 0.51% | No change | 74,020 | $7.4M |
| Trivium Point Advisory, LLC | 0.89% | Add +54.5% | 72,384 | $7.2M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +15.7% | 71,919 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +10.2% | 68,677 | $6.8M |
| Western Wealth Management, LLC | 0.44% | Add +1.5% | 66,818 | $6.6M |
| Mission Hills Financial Advisory, LLC | 4.55% | Reduce -1.9% | 65,949 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +4.9% | 60,978 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -24.6% | 60,397 | $6.0M |
| Axxcess Wealth Management, LLC | 0.16% | New | 59,729 | $5.9M |
| Petix & Botte Co | 1.55% | Add +38.3% | 59,078 | $5.9M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -6.3% | 57,795 | $5.7M |
| Ancora Advisors LLC | 0.13% | Reduce -0.8% | 56,496 | $5.6M |
| Wealth Management Partners, LLC | 2.40% | Reduce -0.0% | 52,071 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -14.0% | 49,450 | $4.9M |
| Retirement Planning Group, LLC / NY | 4.94% | Add +8.6% | 48,852 | $4.9M |
| Intrua Financial, LLC | 0.74% | Add +2.2% | 47,438 | $4.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +102.7% | 46,876 | $4.7M |
| Nwam LLC | 0.40% | Add +5.3% | 46,739 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +1.1% | 46,120 | $4.6M |
| RVW Wealth, LLC | 0.43% | Reduce -8.9% | 45,567 | $4.5M |
| Avestar Capital, LLC | 0.42% | Reduce -25.8% | 44,402 | $4.4M |
| World Investment Advisors | 0.11% | Add +0.4% | 43,411 | $4.3M |
| Consolidated Portfolio Review Corp | 0.67% | Add +21.3% | 42,161 | $4.2M |
| Perennial Investment Advisors, LLC | 0.46% | Reduce -0.2% | 40,967 | $4.1M |
| Tompkins Financial Corp. | 0.39% | Reduce -2.3% | 40,554 | $4.0M |
| Brookstone Capital Management | 0.06% | Add +18.1% | 40,281 | $4.0M |
| Forge Financial Services LLC | 3.44% | Reduce -2.3% | 39,238 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.3% | 38,148 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +25.9% | 37,938 | $3.8M |
| AssuredPartners Investment Advisors, LLC | 0.70% | Add +6.3% | 36,463 | $3.6M |
| AdvisorNet Financial, Inc | 0.26% | Add +2.7% | 35,892 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.4% | 35,733 | $3.5M |
| Financial Advocates Investment Management | 0.25% | Add +28.4% | 35,687 | $3.5M |
| Kelman-Lazarov, Inc. | 0.61% | Add +0.0% | 33,660 | $3.3M |
| AE Wealth Management LLC | 0.03% | Add +16.8% | 33,517 | $3.3M |
| Amplius Wealth Advisors, LLC | 0.34% | Add +0.0% | 32,717 | $3.3M |
| Retirement Financial Solutions, LLC | 1.25% | New | 32,224 | $3.2M |
| Essex Financial Services, Inc. | 0.22% | Add +9.4% | 30,992 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 30,472 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.98% | Reduce -0.8% | 30,764 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 29,298 | $2.9M |
| Absolute Capital Management, LLC | 1.61% | Reduce -8.9% | 28,072 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Reduce -9.1% | 26,151 | $2.6M |
| Rodgers & Associates, LTD | 0.28% | Reduce -4.3% | 22,899 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +4.5% | 22,727 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.4% | 21,678 | $2.2M |
| &partners | 0.02% | Reduce -1.1% | 21,976 | $2.1M |
| Investment Planning Advisors, Inc. | 0.87% | Reduce -84.6% | 21,620 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +25.6% | 21,254 | $2.1M |
| Solano Wealth Investment Advisors LLC | 1.28% | Reduce -0.8% | 20,903 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 20,298 | $2.0M |
| Key Client Fiduciary Advisors, LLC | 0.86% | Add +0.7% | 18,765 | $1.9M |
| Simplicity Wealth,LLC | 0.14% | Add +21.9% | 17,866 | $1.8M |
| Kovack Advisors, Inc. | 0.19% | Add +2.0% | 17,842 | $1.8M |
| Ignite Planners, LLC | 0.34% | New | 17,941 | $1.7M |
| Golden State Wealth Management, LLC | 0.24% | Add +129.4% | 16,379 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.6% | 15,525 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +100.6% | 15,494 | $1.5M |
| E&G Advisors, LLC | 0.40% | Add +5.3% | 14,343 | $1.4M |
| Rik Saylor Financial, Inc. | 1.13% | Add +8.6% | 12,896 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 12,688 | $1.3M |
| Uptick Partners, LLC | 0.42% | New | 12,581 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +8.2% | 12,503 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +45.5% | 12,302 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.5% | 12,092 | $1.2M |
| Empirical Asset Management, LLC | 0.41% | No change | 11,965 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.0% | 11,647 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.0% | 10,440 | $1.0M |
| FMR LLC | 0.00% | Add +64.3% | 10,171 | $1.0M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $1.0M |
| Comerica Bank | 0.00% | Add +25.3% | 10,056 | $999K |
| MTM Financial Group, LLC | 0.58% | Add +28.9% | 9,954 | $989K |
| Apollon Wealth Management, LLC | 0.02% | New | 9,514 | $945K |
| KMG Fiduciary Partners, LLC | 0.08% | Reduce -0.6% | 9,404 | $934K |
| Cora Capital Advisors LLC | 0.45% | No change | 9,389 | $933K |
| Snowden Capital Advisors LLC | 0.03% | Add +5.3% | 8,821 | $876K |
| Ameriflex Group, Inc. | 0.36% | Add +913.3% | 8,785 | $873K |
| Belpointe Asset Management LLC | 0.04% | New | 8,608 | $855K |
| D. E. Shaw & Co. | 0.00% | No change | 8,535 | $848K |
| Fifth Third Securities, Inc. | 0.07% | Add +43.0% | 8,415 | $836K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.8% | 8,063 | $801K |
| Redwood Financial Network Corp | 0.58% | Add +25.5% | 7,675 | $762K |
| Nova Wealth Management, Inc. | 0.65% | Add +21.1% | 7,542 | $748K |
| Marshall Financial Group, LLC | 0.16% | Reduce -0.1% | 7,527 | $748K |
| Obermeyer Wealth Partners | 0.04% | Reduce -2.0% | 7,362 | $731K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -27.6% | 7,356 | $731K |
| Acorn Wealth Advisors, LLC | 0.30% | Reduce -1.1% | 7,298 | $725K |
| Visionary Wealth Advisors | 0.04% | Add +11.0% | 7,200 | $715K |
| Jane Street Group, LLC | 0.00% | New | 6,874 | $683K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 6,600 | $656K |
| Money Concepts Capital Corp. | 0.05% | Add +11.7% | 6,595 | $655K |
| Cozad Asset Management Inc. | 0.06% | Reduce -1.5% | 6,264 | $622K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.2% | 6,157 | $612K |
| TCFG Wealth Management, LLC | 0.31% | Add +32.4% | 6,148 | $611K |
| Creative Planning | 0.00% | Add +0.8% | 6,144 | $610K |
| Flaharty Asset Management, LLC | 0.09% | Reduce -9.9% | 5,928 | $589K |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 5,588 | $555K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.5% | 5,193 | $516K |
| Advisory Services Network, LLC | 0.01% | Add +8.9% | 5,185 | $515K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.2% | 5,163 | $513K |
| Gsa Capital Partners LLP | 0.05% | No change | 5,130 | $510K |
| Secure Asset Management, LLC | 0.10% | Add +23.6% | 5,058 | $502K |
| Accurate Wealth Management, LLC | 0.09% | No change | 5,245 | $496K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,959 | $486K |
| Pennington Partners & Co., LLC | 0.27% | Add +0.1% | 4,673 | $464K |
| Bessemer Group Inc. | 0.00% | Reduce -16.7% | 4,600 | $457K |
| United Advisor Group, LLC | 0.09% | Add +27.5% | 4,484 | $445K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +67.9% | 4,311 | $428K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +67.9% | 4,311 | $428K |
| Retireful, LLC | 0.40% | Reduce -97.9% | 99 | $428K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,278 | $425K |
| Savant Capital, LLC | 0.00% | No change | 4,216 | $419K |
| Financial Partners Group, Inc | 0.06% | New | 3,686 | $366K |
| Landaas & Co. /Wi | 0.10% | Add +6.1% | 3,595 | $357K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 3,329 | $331K |
| Main Street Group, LTD | 0.14% | Add +3.2% | 3,231 | $321K |
| Pacific Sun Financial Corp | 0.18% | Reduce -1.8% | 3,162 | $314K |
| SCS Capital Management LLC | 0.00% | New | 3,111 | $309K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,088 | $307K |
| Diligent Investors, LLC | 0.07% | Add +0.1% | 3,082 | $306K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +48.9% | 3,047 | $303K |
| Turning Point Benefit Group, Inc. | 0.28% | Reduce -45.5% | 3,302 | $299K |
| Michels Family Financial, LLC | 0.27% | Add +0.4% | 2,986 | $297K |
| Citadel Advisors | 0.00% | Add +27.2% | 2,986 | $297K |
| Florida Financial Advisors, LLC | 0.11% | New | 2,934 | $291K |
| Montag A & Associates Inc. | 0.01% | Add +0.4% | 2,930 | $291K |
| Cwm, LLC | 0.00% | Add +61.3% | 2,885 | $287K |
| Atlantic Family Wealth, LLC | 0.26% | No change | 2,872 | $285K |
| Sigma Planning Corp | 0.01% | Add +2.9% | 2,790 | $277K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,760 | $274K |
| M&T Bank Corp | 0.00% | Reduce -4.6% | 2,731 | $271K |
| Hilltop Partners LLC | 0.09% | Add +0.2% | 2,724 | $271K |
| Aspect Partners, LLC | 0.15% | No change | 2,652 | $263K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 2,520 | $250K |
| Private Trust Co. NA | 0.02% | Reduce -13.4% | 2,419 | $240K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,380 | $236K |
| Arkadios Wealth Advisors | 0.01% | New | 2,377 | $236K |
| Jacobi Capital Management LLC | 0.02% | Reduce -7.3% | 2,364 | $235K |
| Veridan Wealth LLC | 0.10% | Reduce -0.1% | 2,314 | $230K |
| Lockerman Financial Group, Inc. | 0.33% | Add +0.1% | 2,223 | $221K |
| Principal Securities, Inc. | 0.00% | No change | 2,244 | $220K |
| Sovran Advisors, LLC | 0.03% | New | 2,337 | $219K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $216K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,113 | $210K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.7% | 2,175 | $210K |
| Flagstar Securities, Inc. | 0.05% | Reduce -19.0% | 2,102 | $209K |
| Wealth Effects LLC | 0.08% | New | 2,025 | $201K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 2,017 | $200K |
| Bank of Montreal | 0.00% | New | 1,690 | $168K |
| Pflug Koory, LLC | 0.09% | Add +0.1% | 1,556 | $155K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,342 | $133K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,250 | $124K |
| Lanark Financial, Inc. | 0.01% | — | 1,256 | $124K |
| IFP Advisors, Inc | 0.00% | No change | 1,234 | $123K |
| Blair William & Co. | 0.00% | No change | 1,117 | $111K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,078 | $106K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,010 | $100K |
| Glassman Wealth Services | 0.01% | No change | 745 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 645 | $64K |
| HM Payson & Co. | 0.00% | No change | 640 | $64K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -16.4% | 577 | $57K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 574 | $57K |
| ESL Trust Services, LLC | 0.01% | No change | 543 | $54K |
| Atlantic Private Wealth, LLC | 0.04% | New | 528 | $52K |
| MAI Capital Management | 0.00% | Add +7.3% | 515 | $51K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 500 | $50K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -28.0% | 488 | $48K |
| Operose Advisors LLC | 0.02% | No change | 475 | $47K |
| Assetmark, Inc. | 0.00% | Add +154.2% | 427 | $42K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 411 | $41K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.5% | 407 | $40K |
| Chilton Capital Management LLC | 0.00% | Reduce -25.6% | 401 | $40K |
| Abound Wealth Management | 0.01% | No change | 380 | $38K |
| Crewe Advisors LLC | 0.01% | New | 374 | $37K |
| Rise Advisors, LLC | 0.02% | Add +0.6% | 361 | $36K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $34K |
| GoalVest Advisory LLC | 0.01% | No change | 309 | $31K |
| Stonebridge Financial Group, LLC | 0.00% | Add +0.7% | 306 | $30K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -40.0% | 300 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 297 | $30K |
| Archer Investment Corp | 0.01% | Add +0.4% | 259 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 242 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 230 | $23K |
| Capital Analysts, LLC | 0.00% | New | 200 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $20K |
| BlackRock, Inc. | 0.00% | No change | 180 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 130 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 119 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 115 | $11K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 102 | $10K |
| Westside Investment Management, Inc. | 0.00% | New | 100 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | New | 98 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 104 | $9K |
| Franklin Resources Inc. | 0.00% | No change | 87 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 83 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -92.5% | 81 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | New | 80 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 71 | $7K |
| Collier Financial | 0.01% | No change | 61 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 20 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $911 |
| Founders Capital Management | 0.00% | No change | 5 | $523 |
"% of holder's portfolio" is RWL's weight in each manager's 13F, not the share of Invesco S&P 500 Revenue ETF the manager owns.