Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q3 2025 (September 30)289holders +25
38new positions
10sold out
5famous investors
$110.70avg. 13F price*
At the end of Q3 2025, 289 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 25 from Q2 2025. 38 opened new positions and 10 sold out. The largest holders were Invesco Ltd. ($1.0B), LPL Financial LLC ($556.4M) and Ameriprise Financial Inc. ($403.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $360.1M |
| Exits | 10 | $15.3M |
All 13F filers, Q2 2025 → Q3 2025: 6,104,547 shares bought and 699,588 shares sold, net +5,404,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Invesco Ltd. | 0.16% | Add +12.2% | 9,176,334 | $1.0B |
| LPL Financial LLC | 0.16% | Add +4.7% | 5,027,810 | $556.4M |
| Ameriprise Financial Inc. | 0.09% | Reduce -1.1% | 3,644,674 | $403.3M |
| Morgan Stanley | 0.02% | Add +2.6% | 3,082,017 | $341.1M |
| Allworth Financial LP | 1.12% | Add +1.5% | 2,284,609 | $252.8M |
| Vantagepoint Investment Advisers LLC | 2.05% | New | 2,269,216 | $251.1M |
| Bank of America Corp. | 0.02% | Add +9.1% | 2,193,550 | $242.7M |
| Fusion Family Wealth, LLC | 13.11% | Add +0.1% | 1,581,628 | $175.0M |
| Osaic Holdings, Inc. | 0.19% | Reduce -2.2% | 1,216,821 | $132.3M |
| Bank of New York Mellon Corp | 0.02% | Add +1.6% | 886,475 | $98.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -13.4% | 763,574 | $84.5M |
| Cetera Investment Advisers | 0.10% | Add +74.9% | 761,141 | $84.2M |
| Raymond James Financial Inc. | 0.03% | Add +11.4% | 756,020 | $83.7M |
| Wells Fargo & Company | 0.02% | Add +3.2% | 708,805 | $78.4M |
| Jones Financial Companies LLLP | 0.05% | Add +26.3% | 637,602 | $70.3M |
| Kozak & Associates, Inc. | 12.47% | Reduce -1.4% | 570,633 | $63.3M |
| Wellington Management Group LLP | 0.01% | New | 494,364 | $54.7M |
| UBS Group AG | 0.01% | Reduce -6.5% | 486,650 | $53.9M |
| Cerity Partners LLC | 0.07% | Add +1.4% | 387,486 | $42.9M |
| Kestra Advisory Services, LLC | 0.17% | Add +6.7% | 332,085 | $36.7M |
| Equitable Holdings, Inc. | 0.25% | Add +2.6% | 312,111 | $34.5M |
| Klingman & Associates, LLC | 1.59% | Add +0.3% | 285,548 | $31.6M |
| Global Retirement Partners, LLC | 0.71% | Add +6.3% | 285,297 | $31.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -10.9% | 253,280 | $28.0M |
| Scarborough Advisors, LLC | 4.64% | New | 237,928 | $26.3M |
| Stewardship Advisors, LLC | 5.76% | Add +1.2% | 219,942 | $24.3M |
| Mariner, LLC | 0.03% | Add +1.3% | 200,579 | $22.2M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 178,519 | $19.8M |
| MML Investors Services, LLC | 0.05% | Reduce -2.4% | 176,953 | $19.6M |
| Merit Financial Group, LLC | 0.17% | Add +3.0% | 168,090 | $18.6M |
| Investment Planning Advisors, Inc. | 5.63% | Add +567.5% | 161,774 | $17.9M |
| Atlas Legacy Advisors, LLC | 3.43% | Add +3.4% | 160,696 | $17.8M |
| EverSource Wealth Advisors, LLC | 0.68% | Add +0.8% | 155,279 | $17.2M |
| Denver Wealth Management, Inc. | 6.29% | Add +2.5% | 154,177 | $17.1M |
| Thoroughbred Financial Services, LLC | 1.01% | Add +0.5% | 148,408 | $16.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +162.4% | 147,420 | $16.3M |
| Asset Allocation Strategies LLC | 3.04% | Add +112.9% | 138,933 | $15.4M |
| Private Advisor Group, LLC | 0.07% | Reduce -6.2% | 134,246 | $14.9M |
| Brookstone Capital Management | 0.17% | Add +26.7% | 131,974 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 130,687 | $14.5M |
| Cadent Capital Advisors, LLC | 3.75% | Add +4.7% | 127,892 | $14.2M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +103.5% | 126,392 | $14.0M |
| Aspire Capital Advisors LLC | 3.28% | Add +1.1% | 120,190 | $13.3M |
| Harbour Investments, Inc. | 0.30% | Add +6.0% | 117,634 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +29.0% | 104,077 | $11.5M |
| Axxcess Wealth Management, LLC | 0.23% | Add +1.7% | 99,754 | $11.0M |
| Colonial River Investments, LLC | 4.01% | Add +3.1% | 98,205 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.9% | 97,251 | $10.8M |
| Kraft, Davis & Associates, LLC | 2.51% | Reduce -1.3% | 92,495 | $10.3M |
| Sonoma Allocations LLC | 3.74% | — | 93,749 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +90.0% | 92,895 | $10.3M |
| TFR Capital, LLC. | 3.25% | Add +1.1% | 87,932 | $9.7M |
| Moneco Advisors, LLC | 0.73% | Add +3.7% | 79,442 | $8.8M |
| Petix & Botte Co | 1.99% | Add +15.1% | 77,810 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1.5% | 77,538 | $8.6M |
| Resonant Capital Advisors, LLC | 0.46% | Reduce -2.5% | 71,901 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 70,812 | $7.8M |
| Legacy Capital Wealth Partners, LLC | 1.68% | Reduce -0.8% | 75,347 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +1.0% | 68,377 | $7.6M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +29.3% | 67,958 | $7.5M |
| Western Wealth Management, LLC | 0.40% | Reduce -0.8% | 67,719 | $7.5M |
| Geneos Wealth Management Inc. | 0.19% | Add +1.5% | 67,561 | $7.5M |
| Mission Hills Financial Advisory, LLC | 3.81% | Add +1.2% | 64,841 | $7.2M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +43.0% | 63,252 | $7.0M |
| Retirement Planning Group, LLC / NY | 5.06% | Add +7.5% | 61,184 | $6.8M |
| Consolidated Portfolio Review Corp | 0.83% | Reduce -0.9% | 59,582 | $6.6M |
| Ancora Advisors LLC | 0.12% | Reduce -1.7% | 54,491 | $6.0M |
| Avestar Capital, LLC | 0.41% | Reduce -2.0% | 51,436 | $5.7M |
| Wealth Management Partners, LLC | 1.80% | Reduce -1.4% | 51,260 | $5.7M |
| Nwam LLC | 0.29% | Add +1.8% | 48,564 | $5.4M |
| Bank of Montreal | 0.00% | No change | 2,665 | $5.4M |
| Retirement Financial Solutions, LLC | 1.64% | Add +16.2% | 47,335 | $5.2M |
| Intrua Financial, LLC | 0.60% | Reduce -1.5% | 46,297 | $5.1M |
| Total Clarity Wealth Management, Inc. | 1.36% | Add +7.2% | 46,135 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.1% | 44,041 | $4.9M |
| RVW Wealth, LLC | 0.38% | Reduce -1.3% | 44,031 | $4.9M |
| Absolute Capital Management, LLC | 2.08% | Add +9.0% | 43,784 | $4.8M |
| World Investment Advisors | 0.10% | Add +0.4% | 43,230 | $4.8M |
| Perennial Investment Advisors, LLC | 0.38% | Add +0.8% | 41,638 | $4.6M |
| Tompkins Financial Corp. | 0.37% | Reduce -0.0% | 40,196 | $4.4M |
| AE Wealth Management LLC | 0.03% | Add +9.7% | 39,554 | $4.4M |
| AdvisorNet Financial, Inc | 0.24% | Add +4.8% | 39,040 | $4.3M |
| Empowered Funds, LLC | 0.04% | New | 39,003 | $4.3M |
| Forge Financial Services LLC | 2.02% | Reduce -0.4% | 38,928 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +30.7% | 38,442 | $4.3M |
| Essex Financial Services, Inc. | 0.24% | Add +12.0% | 36,094 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -1.2% | 34,296 | $3.8M |
| Kelman-Lazarov, Inc. | 0.54% | Reduce -0.0% | 33,110 | $3.7M |
| Harbor Asset Planning, Inc. | 3.28% | Add +0.5% | 33,105 | $3.7M |
| Elevation Point Wealth Partners, LLC | 0.25% | New | 32,097 | $3.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 32,070 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.7% | 29,902 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 29,233 | $3.2M |
| Optima Capital LLC | 1.48% | Add +8.8% | 27,511 | $3.0M |
| Sunbelt Securities, Inc. | 0.19% | New | 25,353 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -7.6% | 24,261 | $2.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.77% | Reduce -80.6% | 24,244 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.0% | 23,640 | $2.6M |
| Rodgers & Associates, LTD | 0.26% | No change | 22,624 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Add +4.2% | 22,183 | $2.5M |
| &partners | 0.02% | Reduce -2.2% | 21,869 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -57.2% | 21,819 | $2.4M |
| Golden State Wealth Management, LLC | 0.27% | Reduce -4.1% | 21,809 | $2.4M |
| Ignite Planners, LLC | 0.39% | Add +2.5% | 21,696 | $2.4M |
| TCFG Wealth Management, LLC | 0.93% | Add +0.2% | 21,247 | $2.4M |
| Independent Financial Group, LLC | 0.06% | New | 21,055 | $2.3M |
| Key Client Fiduciary Advisors, LLC | 0.76% | Add +6.6% | 20,258 | $2.2M |
| AQR Capital Management | 0.00% | New | 20,171 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +6.1% | 19,985 | $2.2M |
| Solano Wealth Investment Advisors LLC | 1.07% | Reduce -2.9% | 19,975 | $2.2M |
| Simplicity Wealth,LLC | 0.13% | Reduce -58.6% | 19,923 | $2.2M |
| Renaissance Technologies | 0.00% | Add +116.3% | 19,900 | $2.2M |
| E&G Advisors, LLC | 0.46% | Add +13.4% | 17,878 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +1.4% | 17,748 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.46% | Add +43.2% | 16,552 | $1.8M |
| MTM Financial Group, LLC | 0.90% | Add +22.2% | 16,480 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +87.2% | 15,773 | $1.7M |
| Citigroup Inc. | 0.00% | Add +1840.3% | 15,425 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +0.3% | 15,043 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Add +62.0% | 15,018 | $1.7M |
| Rik Saylor Financial, Inc. | 1.21% | Add +12.2% | 14,956 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | New | 13,123 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.6% | 12,957 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.12% | Reduce -60.8% | 12,835 | $1.4M |
| Uptick Partners, LLC | 0.37% | Reduce -4.6% | 12,745 | $1.4M |
| FMR LLC | 0.00% | Add +2.5% | 12,340 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 12,176 | $1.3M |
| LWM Advisory Services, LLC | 0.77% | New | 11,983 | $1.3M |
| Empirical Asset Management, LLC | 0.36% | No change | 11,795 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +28.8% | 11,207 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.7% | 10,672 | $1.2M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -2.6% | 10,105 | $1.1M |
| Comerica Bank | 0.00% | Add +18.6% | 9,949 | $1.1M |
| Fortis Group Advisors, LLC | 0.19% | New | 9,691 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.33% | Add +20.9% | 9,642 | $1.1M |
| Money Concepts Capital Corp. | 0.06% | Reduce -3.5% | 9,308 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.7% | 9,197 | $1.0M |
| Meridian Financial Advisors, LLC | 0.57% | New | 9,066 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -1.4% | 9,011 | $997K |
| Secure Asset Management, LLC | 0.16% | Add +29.9% | 8,808 | $976K |
| Belpointe Asset Management LLC | 0.04% | Add +3.3% | 8,652 | $957K |
| Redwood Financial Network Corp | 0.59% | Add +11.6% | 8,476 | $938K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.8% | 8,366 | $926K |
| Creative Planning | 0.00% | Add +19.9% | 8,291 | $918K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -10.4% | 8,269 | $915K |
| Key Financial Inc | 0.16% | Add +45.5% | 7,612 | $843K |
| Marshall Financial Group, LLC | 0.16% | Add +0.3% | 7,539 | $834K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,362 | $815K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.4% | 7,193 | $796K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 6,600 | $730K |
| HighTower Advisors, LLC | 0.00% | Add +24.3% | 6,502 | $719K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.6% | 6,393 | $707K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 6,272 | $694K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +5.3% | 6,048 | $669K |
| Nova Wealth Management, Inc. | 0.47% | Reduce -18.9% | 5,995 | $663K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 5,892 | $652K |
| AssuredPartners Investment Advisors, LLC | 0.14% | New | 5,881 | $651K |
| Atria Investments, Inc | 0.01% | Reduce -74.5% | 5,760 | $637K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -86.2% | 5,417 | $599K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -9.3% | 5,397 | $597K |
| Flaharty Asset Management, LLC | 0.08% | Reduce -11.3% | 5,344 | $591K |
| Accurate Wealth Management, LLC | 0.08% | No change | 5,245 | $579K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.8% | 5,084 | $563K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.0% | 5,069 | $561K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,859 | $538K |
| Bessemer Group Inc. | 0.00% | Reduce -2.4% | 4,826 | $534K |
| Pennington Partners & Co., LLC | 0.25% | Add +0.1% | 4,682 | $518K |
| United Advisor Group, LLC | 0.07% | Add +3.9% | 4,617 | $511K |
| Cora Capital Advisors LLC | 0.21% | No change | 4,522 | $500K |
| Huntleigh Advisors, Inc. | 0.08% | New | 4,272 | $473K |
| Kovack Advisors, Inc. | 0.04% | Reduce -74.6% | 4,229 | $468K |
| Savant Capital, LLC | 0.00% | No change | 4,191 | $464K |
| Landaas & Co. /Wi | 0.10% | Add +6.3% | 4,041 | $447K |
| Gotham Asset Management | 0.00% | No change | 3,800 | $421K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.1% | 3,616 | $400K |
| Mutual Advisors, LLC | 0.01% | Add +60.9% | 3,500 | $392K |
| D. E. Shaw & Co. | 0.00% | Reduce -59.3% | 3,472 | $384K |
| Financial Partners Group, Inc | 0.05% | Reduce -37.7% | 3,438 | $380K |
| Sigma Planning Corp | 0.01% | Add +1.3% | 3,349 | $371K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 3,346 | $370K |
| Private Trust Co. NA | 0.03% | Add +36.9% | 3,313 | $367K |
| Principal Securities, Inc. | 0.01% | Add +10.3% | 3,203 | $354K |
| Gilbert Capital Group, Inc. | 0.27% | Add +0.6% | 3,168 | $351K |
| Pacific Sun Financial Corp | 0.17% | No change | 3,162 | $350K |
| SCS Capital Management LLC | 0.00% | No change | 3,111 | $344K |
| Diligent Investors, LLC | 0.09% | Add +0.1% | 3,087 | $342K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,047 | $337K |
| RFG Advisory, LLC | 0.01% | Add +5.3% | 2,922 | $323K |
| Atlantic Family Wealth, LLC | 0.25% | No change | 2,872 | $318K |
| Michels Family Financial, LLC | 0.25% | Reduce -6.4% | 2,866 | $317K |
| Main Street Group, LTD | 0.10% | Reduce -11.5% | 2,849 | $315K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.2% | 2,836 | $314K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,760 | $305K |
| Hilltop Partners LLC | 0.09% | Add +0.2% | 2,730 | $302K |
| Cwm, LLC | 0.00% | Reduce -5.3% | 2,733 | $302K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | New | 2,693 | $298K |
| Aspect Partners, LLC | 0.13% | No change | 2,652 | $293K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 5,911 | $293K |
| Gsa Capital Partners LLP | 0.02% | Add +8.6% | 2,631 | $291K |
| Lockerman Financial Group, Inc. | 0.37% | Add +2.6% | 2,622 | $290K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 2,520 | $279K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.3% | 2,449 | $271K |
| M&T Bank Corp | 0.00% | Reduce -11.0% | 2,431 | $269K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,380 | $263K |
| GWN Securities Inc. | 0.06% | Add +3.2% | 2,296 | $255K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.0% | 2,296 | $254K |
| Oder Investment Management, LLC | 0.18% | New | 2,218 | $245K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 2,212 | $245K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $241K |
| Stephens Inc. | 0.00% | Add +3.9% | 2,138 | $237K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.8% | 2,135 | $236K |
| Sovran Advisors, LLC | 0.02% | Reduce -1.2% | 2,095 | $233K |
| Wealth Effects LLC | 0.07% | New | 2,025 | $224K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 2,017 | $223K |
| Heritage Financial Services, LLC | 0.02% | Reduce -20.8% | 1,996 | $221K |
| Marmo Financial Group, LLC | 0.10% | New | 1,867 | $207K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.8% | 1,866 | $206K |
| Citadel Advisors | 0.00% | Reduce -48.4% | 1,865 | $206K |
| StoneX Group Inc. | 0.01% | New | 1,861 | $206K |
| Atlas Brown,Inc. | 0.06% | New | 1,856 | $205K |
| IFG Advisory, LLC | 0.01% | New | 1,854 | $205K |
| Pinnacle Financial Partners Inc | 0.00% | New | 1,845 | $204K |
| Lowery Thomas, LLC | 0.12% | New | 1,843 | $204K |
| Pflug Koory, LLC | 0.08% | Add +0.1% | 1,559 | $172K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +18.4% | 1,336 | $148K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -0.8% | 1,332 | $147K |
| Turning Point Benefit Group, Inc. | 0.09% | Reduce -47.6% | 1,299 | $144K |
| Lanark Financial, Inc. | 0.01% | No change | 1,256 | $139K |
| US Bancorp \de | 0.00% | Add +125.0% | 1,125 | $124K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 1,117 | $124K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 1,040 | $115K |
| Arax Advisory Partners | 0.00% | No change | 970 | $107K |
| Glassman Wealth Services | 0.01% | No change | 745 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 645 | $71K |
| HM Payson & Co. | 0.00% | No change | 640 | $71K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 574 | $64K |
| Root Financial Partners, LLC | 0.00% | New | 560 | $62K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -43.7% | 557 | $62K |
| ESL Trust Services, LLC | 0.01% | No change | 543 | $60K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 528 | $58K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 521 | $58K |
| MAI Capital Management | 0.00% | Add +0.2% | 516 | $57K |
| Thompson Investment Management, Inc. | 0.01% | No change | 500 | $55K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 488 | $54K |
| Operose Advisors LLC | 0.01% | No change | 475 | $53K |
| Assetmark, Inc. | 0.00% | No change | 427 | $47K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 411 | $45K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.5% | 410 | $45K |
| Abound Wealth Management | 0.01% | No change | 380 | $42K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 363 | $40K |
| Tortoise Investment Management, LLC | 0.00% | New | 350 | $39K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 341 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $38K |
| Capital Analysts, LLC | 0.00% | Add +50.0% | 300 | $33K |
| Creekmur Asset Management LLC | 0.01% | No change | 297 | $33K |
| BlackRock, Inc. | 0.00% | Add +54.4% | 278 | $31K |
| Archer Investment Corp | 0.01% | Add +2.7% | 267 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 210 | $23K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -33.3% | 200 | $22K |
| Anfield Capital Management, LLC | 0.01% | New | 170 | $19K |
| JNBA Financial Advisors | 0.00% | Reduce -38.0% | 158 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Add +15.4% | 150 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | New | 135 | $15K |
| True Wealth Design, LLC | 0.00% | New | 131 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 119 | $13K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 115 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 104 | $12K |
| TD Capital Management LLC | 0.00% | No change | 102 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.0% | 99 | $11K |
| Anchor Investment Management, LLC | 0.00% | New | 90 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 83 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -67.4% | 75 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 72 | $8K |
| GoalVest Advisory LLC | 0.00% | Reduce -79.5% | 49 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 36 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -85.4% | 35 | $4K |
| Larson Financial Group LLC | 0.00% | New | 30 | $3K |
| Fifth Third Bancorp | 0.00% | New | 28 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 25 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 13 | $1K |
| CVA Family Office, LLC | 0.00% | New | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Founders Capital Management | 0.00% | No change | 5 | $587 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 4 | $443 |
"% 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.