Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q4 2025 (December 31)302holders +13
28new positions
24sold out
3famous investors
$114.56avg. 13F price*
At the end of Q4 2025, 302 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 13 from Q3 2025. 28 opened new positions and 24 sold out. The largest holders were Invesco Ltd. ($1.0B), LPL Financial LLC ($672.2M) and Ameriprise Financial Inc. ($431.8M). 3 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.1M |
| Exits | 24 | $69.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,763,809 shares bought and 2,026,918 shares sold, net +1,736,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Invesco Ltd. | 0.10% | Reduce -1.9% | 9,001,402 | $1.0B |
| LPL Financial LLC | 0.18% | Add +16.8% | 5,870,899 | $672.2M |
| Ameriprise Financial Inc. | 0.10% | Add +3.5% | 3,770,378 | $431.8M |
| Morgan Stanley | 0.02% | Add +2.4% | 3,154,989 | $361.2M |
| Vantagepoint Investment Advisers LLC | 2.09% | Add +0.1% | 2,271,112 | $260.0M |
| Bank of America Corp. | 0.02% | Reduce -0.2% | 2,189,385 | $250.7M |
| Fusion Family Wealth, LLC | 14.13% | Add +3.0% | 1,628,324 | $186.4M |
| Allworth Financial LP | 0.59% | Reduce -44.8% | 1,261,650 | $144.5M |
| Osaic Holdings, Inc. | 0.20% | Reduce -1.3% | 1,201,452 | $137.6M |
| Bank of New York Mellon Corp | 0.02% | Add +11.1% | 985,133 | $112.8M |
| Raymond James Financial Inc. | 0.03% | Add +18.3% | 894,401 | $102.4M |
| Cetera Investment Advisers | 0.11% | Add +14.2% | 869,157 | $99.5M |
| Jones Financial Companies LLLP | 0.06% | Add +23.9% | 790,186 | $90.6M |
| Wells Fargo & Company | 0.02% | Add +9.3% | 774,689 | $88.7M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -0.5% | 759,448 | $87.0M |
| Kozak & Associates, Inc. | 13.12% | Add +0.8% | 575,024 | $67.9M |
| UBS Group AG | 0.01% | Add +11.2% | 541,369 | $62.0M |
| Kestra Advisory Services, LLC | 0.20% | Add +29.1% | 428,682 | $49.1M |
| Cerity Partners LLC | 0.06% | Reduce -1.0% | 383,757 | $43.9M |
| Equitable Holdings, Inc. | 0.28% | Add +13.0% | 352,645 | $40.4M |
| Axxcess Wealth Management, LLC | 0.68% | Add +235.3% | 334,486 | $38.3M |
| Stewardship Advisors, LLC | 8.27% | Add +42.1% | 312,547 | $35.8M |
| Klingman & Associates, LLC | 1.67% | Add +5.9% | 302,357 | $34.6M |
| Global Retirement Partners, LLC | 0.60% | Add +3.6% | 295,565 | $33.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.2% | 276,526 | $31.7M |
| Tanglewood Legacy Advisors, LLC | 11.75% | Add +66381.8% | 273,240 | $31.3M |
| Private Advisor Group, LLC | 0.14% | Add +89.8% | 254,783 | $29.2M |
| Scarborough Advisors, LLC | 4.67% | Add +1.5% | 241,449 | $27.6M |
| Everest Financial Group LLC | 6.12% | — | 238,961 | $27.4M |
| Asset Allocation Strategies LLC | 5.00% | Add +69.8% | 235,917 | $27.0M |
| Thoroughbred Financial Services, LLC | 1.40% | Add +38.6% | 205,753 | $23.6M |
| Mariner, LLC | 0.03% | Add +1.2% | 202,955 | $23.2M |
| MML Investors Services, LLC | 0.05% | Add +8.3% | 191,618 | $21.9M |
| Atlas Legacy Advisors, LLC | 3.68% | Add +13.8% | 182,893 | $20.9M |
| Merit Financial Group, LLC | 0.16% | Add +4.3% | 175,248 | $20.1M |
| Sanctuary Advisors, LLC | 0.11% | Add +484.2% | 174,688 | $20.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.0% | 172,427 | $19.7M |
| Investment Planning Advisors, Inc. | 5.53% | Add +2.5% | 165,859 | $19.0M |
| Denver Wealth Management, Inc. | 6.48% | Add +3.5% | 159,604 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.7% | 157,762 | $18.1M |
| EverSource Wealth Advisors, LLC | 0.66% | Add +0.5% | 156,019 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Add +39.3% | 144,935 | $16.6M |
| Blue Water Asset Management | 5.88% | — | 142,675 | $16.3M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +9.9% | 138,880 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -22.6% | 138,185 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +40.7% | 130,664 | $15.0M |
| Cadent Capital Advisors, LLC | 3.89% | Add +0.7% | 128,726 | $14.7M |
| Aspire Capital Advisors LLC | 3.28% | Add +1.4% | 121,932 | $14.0M |
| Brookstone Capital Management | 0.15% | Reduce -13.7% | 113,951 | $13.0M |
| Harbour Investments, Inc. | 0.26% | Reduce -4.7% | 112,081 | $12.8M |
| Sonoma Allocations LLC | 4.04% | Add +9.6% | 102,737 | $12.2M |
| Colonial River Investments, LLC | 4.20% | Add +4.9% | 102,998 | $11.8M |
| Kraft, Davis & Associates, LLC | 2.61% | Add +6.7% | 98,730 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.3% | 93,115 | $10.9M |
| Petix & Botte Co | 2.39% | Add +18.4% | 92,168 | $10.6M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +34.5% | 91,371 | $10.5M |
| TFR Capital, LLC. | 3.41% | Add +2.1% | 89,813 | $10.3M |
| Moneco Advisors, LLC | 0.76% | Add +5.4% | 83,759 | $9.6M |
| Total Clarity Wealth Management, Inc. | 2.11% | Add +65.3% | 76,279 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | New | 75,000 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -7.8% | 71,472 | $8.2M |
| Geneos Wealth Management Inc. | 0.20% | Add +5.2% | 71,068 | $8.1M |
| Resonant Capital Advisors, LLC | 0.45% | Reduce -1.3% | 71,003 | $8.1M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +3.3% | 70,648 | $8.1M |
| Retirement Planning Group, LLC / NY | 5.49% | Add +14.9% | 70,323 | $8.1M |
| Western Wealth Management, LLC | 0.35% | Reduce -1.2% | 66,907 | $7.7M |
| Legacy Capital Wealth Partners, LLC | 1.64% | Reduce -3.8% | 72,517 | $7.6M |
| Mission Hills Financial Advisory, LLC | 4.00% | Add +2.1% | 66,230 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +427.4% | 64,211 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -10.8% | 63,148 | $7.2M |
| Kingswood Wealth Advisors, LLC | 0.33% | Reduce -4.4% | 60,456 | $6.9M |
| Ancora Advisors LLC | 0.13% | Add +2.9% | 56,095 | $6.4M |
| Garden State Investment Advisory Services LLC | 1.49% | Add +231.1% | 54,804 | $6.3M |
| Nwam LLC | 0.34% | Add +6.6% | 51,759 | $6.1M |
| Oxford Wealth Group, LLC | 2.98% | — | 53,547 | $6.1M |
| Avestar Capital, LLC | 0.41% | Add +1.1% | 51,990 | $6.0M |
| Retirement Financial Solutions, LLC | 1.70% | Add +7.2% | 50,751 | $5.8M |
| Money Concepts Capital Corp. | 0.31% | Add +416.5% | 48,074 | $5.5M |
| Wealth Management Partners, LLC | 1.56% | Reduce -6.8% | 47,752 | $5.5M |
| Absolute Capital Management, LLC | 1.94% | Add +6.3% | 46,541 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +58.5% | 46,346 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.3% | 44,615 | $5.1M |
| Intrua Financial, LLC | 0.55% | Reduce -4.9% | 44,022 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +10.7% | 43,769 | $5.0M |
| RVW Wealth, LLC | 0.38% | Reduce -1.3% | 43,443 | $5.0M |
| Perennial Investment Advisors, LLC | 0.38% | Add +1.7% | 42,342 | $4.8M |
| AdvisorNet Financial, Inc | 0.26% | Add +7.5% | 41,963 | $4.8M |
| Tompkins Financial Corp. | 0.36% | Reduce -0.2% | 40,122 | $4.6M |
| Forge Financial Services LLC | 1.89% | Reduce -1.0% | 38,550 | $4.4M |
| Essex Financial Services, Inc. | 0.25% | Add +5.8% | 38,198 | $4.4M |
| World Investment Advisors | 0.07% | Reduce -12.8% | 37,716 | $4.3M |
| Focus Partners Wealth | 0.00% | Reduce -5.4% | 36,371 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +104.1% | 36,230 | $4.1M |
| Harbor Asset Planning, Inc. | 3.46% | Add +6.7% | 35,335 | $4.0M |
| Ignite Planners, LLC | 0.60% | Add +52.8% | 33,142 | $3.9M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 34,095 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +63.8% | 32,725 | $3.7M |
| Kelman-Lazarov, Inc. | 0.53% | Reduce -1.4% | 32,654 | $3.7M |
| Sunbelt Securities, Inc. | 0.24% | Add +21.5% | 30,801 | $3.5M |
| AssuredPartners Investment Advisors, LLC | 0.52% | Add +422.3% | 30,714 | $3.5M |
| Optima Capital LLC | 1.48% | Add +8.5% | 29,858 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.16% | Reduce -8.5% | 29,368 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -8.7% | 29,268 | $3.4M |
| IHT Wealth Management, LLC | 0.07% | Add +13.2% | 25,104 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | New | 24,508 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.1% | 24,363 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +47.2% | 23,217 | $2.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.72% | Reduce -6.8% | 22,583 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Add +5.8% | 22,276 | $2.6M |
| Rodgers & Associates, LTD | 0.26% | Reduce -1.9% | 22,199 | $2.5M |
| TCFG Wealth Management, LLC | 0.95% | Reduce -0.6% | 21,125 | $2.4M |
| AQR Capital Management | 0.00% | Add +3.7% | 20,921 | $2.4M |
| Key Client Fiduciary Advisors, LLC | 0.83% | Add +3.1% | 20,890 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -40.9% | 20,258 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Reduce -1.1% | 19,708 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -20.4% | 19,303 | $2.2M |
| MTM Financial Group, LLC | 1.04% | Add +15.0% | 18,959 | $2.2M |
| Solano Wealth Investment Advisors LLC | 1.07% | Reduce -5.2% | 18,928 | $2.2M |
| E&G Advisors, LLC | 0.47% | Add +3.4% | 18,483 | $2.1M |
| Golden State Wealth Management, LLC | 0.22% | Reduce -15.6% | 18,416 | $2.1M |
| Integrity Wealth Advisors, Inc. | 1.47% | New | 18,303 | $2.1M |
| &partners | 0.01% | Reduce -16.6% | 18,235 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -17.6% | 17,981 | $2.1M |
| Meridian Financial Advisors, LLC | 1.09% | Add +92.4% | 17,439 | $2.0M |
| Rik Saylor Financial, Inc. | 1.40% | Add +11.6% | 16,696 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Add +10.4% | 16,612 | $1.9M |
| Citigroup Inc. | 0.00% | Add +3.2% | 15,919 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +175.1% | 15,846 | $1.8M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -0.3% | 14,981 | $1.7M |
| Fortis Group Advisors, LLC | 0.28% | Add +47.0% | 14,250 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.59% | New | 13,885 | $1.6M |
| FMR LLC | 0.00% | Add +12.1% | 13,828 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +1.2% | 13,277 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.9% | 13,199 | $1.5M |
| HighPoint Advisor Group LLC | 0.03% | New | 13,117 | $1.5M |
| Daybright Advisory Services, Inc. | 0.38% | — | 12,487 | $1.4M |
| Uptick Partners, LLC | 0.30% | Reduce -2.6% | 12,414 | $1.4M |
| LWM Advisory Services, LLC | 0.83% | Add +2.6% | 12,298 | $1.4M |
| Empirical Asset Management, LLC | 0.38% | Add +0.2% | 11,817 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.2% | 11,793 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -9.2% | 11,651 | $1.3M |
| Comerica Bank | 0.01% | Add +12.8% | 11,219 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.0% | 10,775 | $1.2M |
| Redwood Financial Network Corp | 0.76% | Add +23.1% | 10,431 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.35% | Add +7.1% | 10,326 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.16% | — | 10,243 | $1.2M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.3% | 9,970 | $1.1M |
| Secure Asset Management, LLC | 0.17% | Add +7.3% | 9,451 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.07% | Add +1.0% | 9,101 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -55.3% | 8,900 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +0.1% | 8,661 | $992K |
| Creative Planning | 0.00% | Add +3.5% | 8,580 | $982K |
| Snowden Capital Advisors LLC | 0.03% | Add +3.0% | 8,516 | $975K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,362 | $843K |
| Marshall Financial Group, LLC | 0.16% | Reduce -3.3% | 7,294 | $835K |
| Key Financial Inc | 0.15% | Reduce -6.3% | 7,135 | $817K |
| HighTower Advisors, LLC | 0.00% | Add +2.3% | 6,649 | $761K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +9.6% | 6,629 | $759K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 6,600 | $756K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 6,389 | $732K |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.0% | 6,344 | $726K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 6,276 | $719K |
| Kovack Advisors, Inc. | 0.03% | Add +45.0% | 6,134 | $702K |
| Evolve Private Wealth, LLC | 0.04% | — | 5,747 | $658K |
| MOR Wealth Management, LLC | 0.30% | — | 5,746 | $658K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.4% | 5,697 | $652K |
| Nova Wealth Management, Inc. | 0.44% | Reduce -6.5% | 5,608 | $642K |
| Accurate Wealth Management, LLC | 0.08% | No change | 5,245 | $619K |
| Flaharty Asset Management, LLC | 0.08% | Add +0.1% | 5,350 | $613K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.6% | 5,002 | $573K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.3% | 4,915 | $563K |
| United Advisor Group, LLC | 0.07% | Add +6.0% | 4,895 | $560K |
| Landaas & Co. /Wi | 0.12% | Add +20.3% | 4,863 | $557K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,859 | $556K |
| Pennington Partners & Co., LLC | 0.21% | Add +0.1% | 4,686 | $537K |
| Cora Capital Advisors LLC | 0.20% | No change | 4,522 | $518K |
| Savant Capital, LLC | 0.00% | Add +3.0% | 4,315 | $494K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -43.7% | 4,052 | $464K |
| Gotham Asset Management | 0.00% | No change | 3,800 | $435K |
| Sigma Planning Corp | 0.01% | Add +12.4% | 3,766 | $431K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,593 | $411K |
| Private Trust Co. NA | 0.04% | Add +6.2% | 3,517 | $403K |
| Mutual Advisors, LLC | 0.01% | No change | 3,500 | $401K |
| Principal Securities, Inc. | 0.01% | Add +8.9% | 3,487 | $399K |
| Financial Partners Group, Inc | 0.05% | Reduce -2.5% | 3,351 | $395K |
| RFG Advisory, LLC | 0.01% | Add +15.7% | 3,381 | $387K |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 3,365 | $387K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Add +25.5% | 3,379 | $387K |
| Aprio Wealth Management, LLC | 0.02% | New | 3,265 | $374K |
| Brown Advisory Inc. | 0.00% | New | 3,211 | $368K |
| Cwm, LLC | 0.00% | Add +17.4% | 3,209 | $367K |
| Gilbert Capital Group, Inc. | 0.27% | No change | 3,168 | $363K |
| Pacific Sun Financial Corp | 0.17% | No change | 3,162 | $362K |
| SCS Capital Management LLC | 0.00% | No change | 3,111 | $356K |
| Retireful, LLC | 0.45% | New | 3,107 | $356K |
| GWN Securities Inc. | 0.07% | Add +33.5% | 3,064 | $351K |
| Diligent Investors, LLC | 0.09% | Reduce -1.1% | 3,052 | $349K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,047 | $349K |
| Jump Financial, LLC | 0.00% | New | 2,960 | $339K |
| Main Street Group, LTD | 0.11% | Add +1.3% | 2,887 | $331K |
| Atlantic Family Wealth, LLC | 0.25% | No change | 2,872 | $329K |
| Arkadios Wealth Advisors | 0.01% | Add +1.1% | 2,868 | $328K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -21.6% | 2,836 | $325K |
| Michels Family Financial, LLC | 0.24% | Reduce -2.0% | 2,808 | $322K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.4% | 2,802 | $321K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,760 | $316K |
| Perryman Financial Advisory Inc. | 0.05% | — | 2,737 | $313K |
| Hilltop Partners LLC | 0.08% | Reduce -0.9% | 2,704 | $310K |
| Integrated Advisors Network LLC | 0.01% | New | 2,688 | $308K |
| Bank of Montreal | 0.00% | No change | 2,665 | $305K |
| Aspect Partners, LLC | 0.13% | No change | 2,652 | $304K |
| Lockerman Financial Group, Inc. | 0.58% | Add +0.1% | 2,624 | $300K |
| Oder Investment Management, LLC | 0.21% | Add +16.0% | 2,572 | $294K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 2,520 | $289K |
| USAdvisors Wealth Management, LLC | 0.09% | New | 2,470 | $282K |
| BCS Wealth Management | 0.03% | New | 2,418 | $277K |
| Sound Income Strategies, LLC | 0.01% | New | 2,341 | $277K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,380 | $273K |
| Jacobi Capital Management LLC | 0.01% | Reduce -1.6% | 2,259 | $259K |
| Florida Financial Advisors, LLC | 0.07% | New | 2,258 | $258K |
| Wedbush Securities Inc. | 0.01% | New | 2,251 | $258K |
| Stephens Inc. | 0.00% | Add +4.4% | 2,232 | $256K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 2,216 | $254K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $249K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.2% | 2,140 | $245K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -50.0% | 2,136 | $245K |
| Integrity Alliance, Llc. | 0.01% | New | 2,125 | $243K |
| Wealth Effects LLC | 0.07% | No change | 2,025 | $232K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 2,017 | $231K |
| M&T Bank Corp | 0.00% | Reduce -17.6% | 2,002 | $229K |
| Heritage Financial Services, LLC | 0.02% | No change | 1,996 | $229K |
| Sovran Advisors, LLC | 0.02% | Reduce -9.2% | 1,902 | $226K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 1,948 | $223K |
| OakTrust Wealth Advisors, LLC | 0.20% | — | 1,924 | $220K |
| Marmo Financial Group, LLC | 0.10% | Add +0.1% | 1,868 | $214K |
| StoneX Group Inc. | 0.01% | Add +0.3% | 1,867 | $214K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,866 | $214K |
| Atlas Brown,Inc. | 0.06% | Add +0.3% | 1,862 | $213K |
| IFG Advisory, LLC | 0.01% | Add +0.4% | 1,861 | $213K |
| Lowery Thomas, LLC | 0.12% | Add +0.3% | 1,849 | $212K |
| DAVENPORT & Co LLC | 0.00% | New | 1,781 | $204K |
| LongView Wealth Management | 0.05% | New | 1,700 | $201K |
| Pflug Koory, LLC | 0.08% | Add +0.1% | 1,560 | $179K |
| Capital Analysts, LLC | 0.00% | Add +397.0% | 1,491 | $171K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 1,394 | $160K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.5% | 1,312 | $150K |
| Turning Point Benefit Group, Inc. | 0.08% | Reduce -3.1% | 1,259 | $144K |
| Lanark Financial, Inc. | 0.01% | No change | 1,256 | $144K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -7.8% | 1,232 | $141K |
| US Bancorp \de | 0.00% | Add +5.9% | 1,191 | $136K |
| AlphaCore Capital LLC | 0.00% | New | 1,184 | $136K |
| Blair William & Co. | 0.00% | No change | 1,117 | $128K |
| Arax Advisory Partners | 0.00% | Reduce -4.5% | 926 | $106K |
| Avion Wealth | 0.02% | New | 771 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.8% | 760 | $87K |
| Glassman Wealth Services | 0.01% | No change | 745 | $85K |
| HM Payson & Co. | 0.00% | No change | 640 | $73K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 574 | $66K |
| MAI Capital Management | 0.00% | Add +8.9% | 562 | $64K |
| ESL Trust Services, LLC | 0.01% | No change | 543 | $62K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 528 | $61K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 521 | $60K |
| Thompson Investment Management, Inc. | 0.01% | No change | 500 | $57K |
| Root Financial Partners, LLC | 0.00% | Reduce -10.9% | 499 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 488 | $56K |
| Operose Advisors LLC | 0.01% | No change | 475 | $54K |
| Assetmark, Inc. | 0.00% | Add +11.2% | 475 | $54K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.2% | 411 | $47K |
| Abound Wealth Management | 0.01% | No change | 380 | $44K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 341 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $39K |
| Aptus Capital Advisors, LLC | 0.00% | Add +359.7% | 331 | $38K |
| BlackRock, Inc. | 0.00% | No change | 278 | $32K |
| Archer Investment Corp | 0.01% | Reduce -1.9% | 262 | $30K |
| SWAN Capital LLC | 0.01% | New | 258 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 229 | $26K |
| GoalVest Advisory LLC | 0.00% | Add +355.1% | 223 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 210 | $24K |
| Anfield Capital Management, LLC | 0.01% | No change | 170 | $19K |
| International Assets Investment Management, LLC | 0.00% | New | 157 | $18K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -13.3% | 130 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | Add +20.2% | 119 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 116 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 104 | $12K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 103 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 75 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -48.1% | 70 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 36 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 30 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 25 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 22 | $3K |
| Greenline Wealth Management LLC | 0.00% | — | 15 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 15 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 12 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Founders Capital Management | 0.00% | No change | 5 | $610 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 4 | $458 |
"% 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.