Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 264 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 11 from Q1 2025. 26 opened new positions and 14 sold out. The largest holders were Invesco Ltd. ($852.7M), LPL Financial LLC ($500.7M) and Ameriprise Financial Inc. ($383.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $58.2M |
| Exits | 14 | $46.9M |
All 13F filers, Q1 2025 → Q2 2025: 3,451,890 shares bought and 1,349,400 shares sold, net +2,102,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Invesco Ltd. | 0.15% | Add +4.2% | 8,176,399 | $852.7M |
| LPL Financial LLC | 0.17% | Add +16.8% | 4,800,717 | $500.7M |
| Ameriprise Financial Inc. | 0.09% | Reduce -12.6% | 3,684,169 | $383.5M |
| Morgan Stanley | 0.02% | Add +7.0% | 3,005,003 | $313.4M |
| Allworth Financial LP | 1.13% | Add +1.8% | 2,251,612 | $234.8M |
| Bank of America Corp. | 0.02% | Add +0.9% | 2,011,138 | $209.7M |
| Fusion Family Wealth, LLC | 13.93% | Add +0.6% | 1,579,615 | $164.7M |
| Osaic Holdings, Inc. | 0.23% | Add +50.3% | 1,244,310 | $129.8M |
| Commonwealth Equity Services, LLC | 0.12% | Add +26.3% | 881,490 | $91.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.4% | 872,227 | $91.0M |
| Wells Fargo & Company | 0.02% | Add +12.8% | 686,896 | $71.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.0% | 678,403 | $70.8M |
| Kozak & Associates, Inc. | 12.38% | Add +1.5% | 578,420 | $60.8M |
| UBS Group AG | 0.01% | Reduce -0.2% | 520,474 | $54.3M |
| Jones Financial Companies LLLP | 0.04% | Add +40.5% | 505,000 | $52.6M |
| Cetera Investment Advisers | 0.08% | Add +17.8% | 435,146 | $45.4M |
| Cerity Partners LLC | 0.07% | New | 382,195 | $39.9M |
| Kestra Advisory Services, LLC | 0.16% | Add +52.5% | 311,325 | $32.5M |
| Equitable Holdings, Inc. | 0.26% | Add +10.3% | 304,221 | $31.7M |
| Klingman & Associates, LLC | 1.64% | Add +0.1% | 284,786 | $29.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +23.8% | 284,246 | $29.6M |
| Global Retirement Partners, LLC | 0.69% | — | 268,398 | $28.0M |
| Stewardship Advisors, LLC | 5.74% | Add +0.8% | 217,350 | $22.7M |
| Mariner, LLC | 0.03% | Add +2.7% | 197,988 | $20.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +13.2% | 183,781 | $19.2M |
| MML Investors Services, LLC | 0.05% | Add +42.4% | 181,317 | $18.9M |
| Merit Financial Group, LLC | 0.19% | Reduce -9.7% | 163,121 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 157,002 | $16.4M |
| Atlas Legacy Advisors, LLC | 3.57% | Add +0.8% | 155,401 | $16.2M |
| EverSource Wealth Advisors, LLC | 0.73% | Add +7.2% | 154,058 | $16.1M |
| Denver Wealth Management, Inc. | 6.49% | Add +5.8% | 150,378 | $15.7M |
| Thoroughbred Financial Services, LLC | 1.08% | Reduce -8.3% | 147,631 | $15.4M |
| Private Advisor Group, LLC | 0.08% | Reduce -2.4% | 143,175 | $14.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.6% | 125,440 | $13.1M |
| RFG - Bristol Wealth Advisors, LLC | 4.05% | Add +5.2% | 125,169 | $13.1M |
| Cadent Capital Advisors, LLC | 4.17% | Add +0.8% | 122,137 | $12.7M |
| Aspire Capital Advisors LLC | 3.42% | Reduce -0.0% | 118,868 | $12.4M |
| Harbour Investments, Inc. | 0.29% | Add +4.1% | 110,982 | $11.6M |
| Brookstone Capital Management | 0.14% | Add +158.6% | 104,156 | $10.9M |
| Axxcess Wealth Management, LLC | 0.25% | Add +64.2% | 98,095 | $10.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.3% | 96,366 | $10.2M |
| Colonial River Investments, LLC | 4.32% | Add +26.8% | 95,253 | $10.0M |
| Kraft, Davis & Associates, LLC | 2.70% | Reduce -0.6% | 93,693 | $9.8M |
| TFR Capital, LLC. | 3.28% | Add +2.8% | 86,971 | $9.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 80,706 | $8.4M |
| Moneco Advisors, LLC | 0.74% | Reduce -0.3% | 76,587 | $8.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +6.2% | 76,393 | $8.0M |
| Trivium Point Advisory, LLC | 0.85% | Add +4.3% | 75,506 | $7.9M |
| Resonant Capital Advisors, LLC | 0.49% | Reduce -0.3% | 73,775 | $7.7M |
| Stifel Financial Corp. | 0.01% | Reduce -6.9% | 73,646 | $7.7M |
| Legacy Capital Wealth Partners, LLC | 1.68% | Reduce -5.5% | 75,944 | $7.4M |
| Western Wealth Management, LLC | 0.42% | Add +2.1% | 68,253 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -1.4% | 67,682 | $7.1M |
| Petix & Botte Co | 1.73% | Add +14.4% | 67,593 | $7.0M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -47.2% | 66,539 | $6.9M |
| Asset Allocation Strategies LLC | 1.50% | New | 65,249 | $6.8M |
| Mission Hills Financial Advisory, LLC | 4.15% | Reduce -2.9% | 64,072 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +2.8% | 62,100 | $6.5M |
| Consolidated Portfolio Review Corp | 0.87% | Add +42.6% | 60,123 | $6.3M |
| Retirement Planning Group, LLC / NY | 5.22% | Add +16.5% | 56,914 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.3% | 56,191 | $5.9M |
| Ancora Advisors LLC | 0.12% | Reduce -1.9% | 55,418 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -13.8% | 52,563 | $5.5M |
| Avestar Capital, LLC | 0.40% | Add +18.2% | 52,494 | $5.5M |
| Wealth Management Partners, LLC | 1.92% | Reduce -0.1% | 51,995 | $5.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +8.7% | 50,963 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 48,893 | $5.1M |
| Simplicity Wealth,LLC | 0.21% | Add +169.3% | 48,111 | $5.0M |
| Nwam LLC | 0.29% | Add +2.0% | 47,688 | $4.9M |
| Intrua Financial, LLC | 0.70% | Reduce -0.9% | 47,017 | $4.9M |
| RVW Wealth, LLC | 0.39% | Reduce -2.1% | 44,592 | $4.7M |
| Kingswood Wealth Advisors, LLC | 0.36% | Reduce -4.1% | 44,221 | $4.6M |
| World Investment Advisors | 0.10% | Reduce -0.8% | 43,076 | $4.5M |
| Total Clarity Wealth Management, Inc. | 1.28% | Add +39.9% | 43,024 | $4.5M |
| Perennial Investment Advisors, LLC | 0.42% | Add +0.8% | 41,305 | $4.3M |
| Retirement Financial Solutions, LLC | 1.50% | Add +26.4% | 40,721 | $4.2M |
| Tompkins Financial Corp. | 0.39% | Reduce -0.9% | 40,207 | $4.2M |
| Absolute Capital Management, LLC | 2.10% | Add +43.0% | 40,154 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +212.4% | 39,644 | $4.1M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -32.3% | 39,136 | $4.1M |
| Forge Financial Services LLC | 3.04% | Reduce -0.4% | 39,077 | $4.1M |
| AdvisorNet Financial, Inc | 0.25% | Add +3.8% | 37,267 | $3.9M |
| AE Wealth Management LLC | 0.03% | Add +7.6% | 36,066 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.9% | 34,712 | $3.6M |
| Kelman-Lazarov, Inc. | 0.56% | Reduce -1.6% | 33,123 | $3.5M |
| Harbor Asset Planning, Inc. | 3.28% | — | 32,947 | $3.4M |
| Amplius Wealth Advisors, LLC | 0.32% | No change | 32,717 | $3.4M |
| Essex Financial Services, Inc. | 0.22% | Add +4.0% | 32,220 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +3.9% | 30,429 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.2% | 30,110 | $3.1M |
| Focus Partners Wealth | 0.01% | Reduce -22.5% | 29,410 | $3.1M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +0.4% | 26,246 | $2.7M |
| Optima Capital LLC | 1.42% | New | 25,298 | $2.6M |
| Investment Planning Advisors, Inc. | 0.89% | Add +12.1% | 24,234 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 23,837 | $2.5M |
| Golden State Wealth Management, LLC | 0.29% | Add +38.8% | 22,733 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.9% | 22,723 | $2.4M |
| Rodgers & Associates, LTD | 0.26% | Reduce -1.2% | 22,624 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -0.7% | 22,561 | $2.4M |
| &partners | 0.02% | Add +1.7% | 22,359 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.8% | 21,290 | $2.2M |
| TCFG Wealth Management, LLC | 1.01% | Add +244.8% | 21,201 | $2.2M |
| Ignite Planners, LLC | 0.38% | Add +17.9% | 21,161 | $2.2M |
| Solano Wealth Investment Advisors LLC | 1.10% | Reduce -1.6% | 20,566 | $2.1M |
| Key Client Fiduciary Advisors, LLC | 0.81% | Add +1.3% | 19,010 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +21.6% | 18,833 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.6% | 17,508 | $1.8M |
| Kovack Advisors, Inc. | 0.17% | Reduce -6.7% | 16,653 | $1.7M |
| E&G Advisors, LLC | 0.43% | Add +9.9% | 15,758 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.4% | 15,004 | $1.6M |
| MTM Financial Group, LLC | 0.76% | Add +35.5% | 13,485 | $1.4M |
| Uptick Partners, LLC | 0.40% | Add +6.2% | 13,364 | $1.4M |
| Rik Saylor Financial, Inc. | 1.07% | Add +3.4% | 13,331 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.0% | 12,628 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 12,092 | $1.3M |
| FMR LLC | 0.00% | Add +18.4% | 12,045 | $1.3M |
| Empirical Asset Management, LLC | 0.38% | Reduce -1.4% | 11,795 | $1.2M |
| Fermata Advisors, LLC | 0.33% | Reduce -87.5% | 11,734 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.33% | New | 11,562 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.3% | 10,786 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -10.8% | 10,391 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.7% | 10,371 | $1.1M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +46.6% | 10,078 | $1.1M |
| Ameriflex Group, Inc. | 0.54% | Add +13.6% | 9,977 | $1.0M |
| Money Concepts Capital Corp. | 0.07% | Add +46.3% | 9,647 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +80.5% | 9,376 | $978K |
| Fifth Third Securities, Inc. | 0.07% | Add +10.2% | 9,269 | $967K |
| Snowden Capital Advisors LLC | 0.03% | Add +4.7% | 9,233 | $963K |
| Renaissance Technologies | 0.00% | New | 9,200 | $959K |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -2.8% | 9,143 | $954K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +103.4% | 8,702 | $908K |
| D. E. Shaw & Co. | 0.00% | No change | 8,535 | $890K |
| Qube Research & Technologies Ltd | 0.00% | Add +36.8% | 8,424 | $879K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.7% | 8,403 | $876K |
| Visionary Wealth Advisors | 0.04% | Add +16.5% | 8,389 | $875K |
| Comerica Bank | 0.00% | Reduce -16.6% | 8,386 | $875K |
| Belpointe Asset Management LLC | 0.04% | Reduce -2.7% | 8,377 | $874K |
| Acorn Wealth Advisors, LLC | 0.31% | Add +9.3% | 7,974 | $832K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -89.6% | 7,758 | $814K |
| Redwood Financial Network Corp | 0.54% | Reduce -1.0% | 7,596 | $792K |
| Marshall Financial Group, LLC | 0.15% | Reduce -0.1% | 7,519 | $787K |
| Nova Wealth Management, Inc. | 0.57% | Reduce -2.0% | 7,388 | $770K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,362 | $768K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 7,074 | $738K |
| Creative Planning | 0.00% | Add +12.6% | 6,915 | $721K |
| Secure Asset Management, LLC | 0.13% | Add +34.1% | 6,783 | $707K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 6,600 | $688K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 6,268 | $654K |
| Flaharty Asset Management, LLC | 0.09% | Add +1.6% | 6,024 | $628K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,952 | $621K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +11.2% | 5,743 | $599K |
| Financial Partners Group, Inc | 0.08% | Add +49.7% | 5,517 | $575K |
| HRT Financial LP | 0.00% | New | 5,469 | $570K |
| Accurate Wealth Management, LLC | 0.08% | No change | 5,245 | $553K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 5,233 | $546K |
| Key Financial Inc | 0.11% | New | 5,232 | $546K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.2% | 5,175 | $537K |
| Bessemer Group Inc. | 0.00% | Add +7.5% | 4,943 | $516K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -2.0% | 4,859 | $507K |
| Pennington Partners & Co., LLC | 0.26% | Add +0.1% | 4,678 | $488K |
| Cora Capital Advisors LLC | 0.21% | Reduce -51.8% | 4,522 | $472K |
| United Advisor Group, LLC | 0.08% | Reduce -0.8% | 4,446 | $464K |
| Savant Capital, LLC | 0.00% | Reduce -0.6% | 4,191 | $437K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.8% | 3,990 | $416K |
| Landaas & Co. /Wi | 0.09% | Add +5.8% | 3,802 | $397K |
| Gotham Asset Management | 0.00% | New | 3,800 | $396K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.4% | 3,657 | $381K |
| Citadel Advisors | 0.00% | Add +21.1% | 3,616 | $377K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 3,338 | $348K |
| Sigma Planning Corp | 0.01% | Add +18.5% | 3,307 | $345K |
| Main Street Group, LTD | 0.12% | Reduce -0.4% | 3,218 | $336K |
| Pacific Sun Financial Corp | 0.17% | No change | 3,162 | $330K |
| Gilbert Capital Group, Inc. | 0.27% | — | 3,149 | $328K |
| SCS Capital Management LLC | 0.00% | No change | 3,111 | $324K |
| Diligent Investors, LLC | 0.08% | Add +0.1% | 3,084 | $322K |
| Michels Family Financial, LLC | 0.27% | Add +2.5% | 3,061 | $319K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,047 | $318K |
| Principal Securities, Inc. | 0.01% | Add +29.5% | 2,905 | $303K |
| Arkadios Wealth Advisors | 0.01% | Add +22.0% | 2,899 | $302K |
| Cwm, LLC | 0.00% | Add +0.1% | 2,887 | $301K |
| Atlantic Family Wealth, LLC | 0.26% | No change | 2,872 | $300K |
| RFG Advisory, LLC | 0.01% | New | 2,776 | $290K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,760 | $288K |
| M&T Bank Corp | 0.00% | No change | 2,731 | $285K |
| Hilltop Partners LLC | 0.09% | No change | 2,724 | $284K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -38.0% | 2,672 | $279K |
| Bank of Montreal | 0.00% | Add +57.7% | 2,665 | $278K |
| Aspect Partners, LLC | 0.14% | No change | 2,652 | $277K |
| Lockerman Financial Group, Inc. | 0.36% | Add +15.0% | 2,556 | $267K |
| Heritage Financial Services, LLC | 0.03% | New | 2,521 | $263K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 2,520 | $263K |
| Turning Point Benefit Group, Inc. | 0.20% | Reduce -24.9% | 2,480 | $259K |
| Gsa Capital Partners LLP | 0.02% | Reduce -52.8% | 2,422 | $253K |
| Private Trust Co. NA | 0.02% | Add +0.0% | 2,420 | $252K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,380 | $248K |
| Hickory Asset Management, Inc. | 0.20% | New | 2,349 | $245K |
| Jacobi Capital Management LLC | 0.02% | Reduce -0.9% | 2,342 | $244K |
| GWN Securities Inc. | 0.04% | New | 2,225 | $233K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,207 | $230K |
| Mutual Advisors, LLC | 0.01% | No change | 2,175 | $230K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $227K |
| Flagstar Securities, Inc. | 0.06% | Add +3.0% | 2,164 | $226K |
| Sovran Advisors, LLC | 0.02% | Reduce -9.2% | 2,121 | $222K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.2% | 2,118 | $221K |
| Stephens Inc. | 0.00% | New | 2,058 | $215K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 2,017 | $210K |
| Clearstead Advisors, LLC | 0.00% | New | 1,960 | $204K |
| Pflug Koory, LLC | 0.08% | Add +0.1% | 1,557 | $162K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,342 | $140K |
| Lanark Financial, Inc. | 0.01% | No change | 1,256 | $130K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +4.6% | 1,128 | $118K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,118 | $117K |
| Beacon Capital Management, Inc. | 0.01% | New | 990 | $103K |
| Arax Advisory Partners | 0.00% | New | 970 | $101K |
| Citigroup Inc. | 0.00% | New | 795 | $83K |
| Glassman Wealth Services | 0.01% | No change | 745 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 645 | $67K |
| HM Payson & Co. | 0.00% | No change | 640 | $67K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 574 | $60K |
| ESL Trust Services, LLC | 0.01% | No change | 543 | $57K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 528 | $55K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -9.7% | 521 | $54K |
| MAI Capital Management | 0.00% | No change | 515 | $54K |
| Thompson Investment Management, Inc. | 0.01% | New | 500 | $52K |
| US Bancorp \de | 0.00% | No change | 500 | $52K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 488 | $51K |
| Operose Advisors LLC | 0.01% | No change | 475 | $50K |
| Assetmark, Inc. | 0.00% | No change | 427 | $45K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 411 | $43K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.3% | 408 | $43K |
| Abound Wealth Management | 0.01% | No change | 380 | $40K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 362 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +40.9% | 341 | $36K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $35K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 300 | $31K |
| Creekmur Asset Management LLC | 0.01% | No change | 297 | $31K |
| Archer Investment Corp | 0.01% | Add +0.4% | 260 | $27K |
| JNBA Financial Advisors | 0.00% | New | 255 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -80.5% | 240 | $25K |
| GoalVest Advisory LLC | 0.01% | Reduce -22.6% | 239 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 230 | $24K |
| First Horizon Advisors, Inc. | 0.00% | New | 221 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -79.2% | 210 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 200 | $21K |
| BlackRock, Inc. | 0.00% | No change | 180 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 130 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 119 | $12K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 115 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 104 | $11K |
| TD Capital Management LLC | 0.00% | No change | 102 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 98 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 83 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +1.4% | 72 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.1% | 72 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 36 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 25 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $960 |
| Founders Capital Management | 0.00% | No change | 5 | $551 |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 4 | $417 |
"% 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.