Invesco S&P 500 Revenue ETFRWLETF
13F holders, Q1 2026 (March 31)323holders +21
42new positions
20sold out
2famous investors
$114.92avg. 13F price*
At the end of Q1 2026, 323 institutions reported holding Invesco S&P 500 Revenue ETF (RWL) in their 13F filings, up 21 from Q4 2025. 42 opened new positions and 20 sold out. The largest holders were Invesco Ltd. ($1.2B), LPL Financial LLC ($758.2M) and Ameriprise Financial Inc. ($454.3M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $71.1M |
| Exits | 20 | $14.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,692,492 shares bought and 648,762 shares sold, net +6,043,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Invesco Ltd. | 0.12% | Add +16.5% | 10,484,128 | $1.2B |
| LPL Financial LLC | 0.20% | Add +12.4% | 6,598,106 | $758.2M |
| Ameriprise Financial Inc. | 0.11% | Add +4.8% | 3,951,429 | $454.3M |
| Morgan Stanley | 0.02% | Add +4.3% | 3,289,045 | $377.9M |
| Bank of America Corp. | 0.02% | Add +0.3% | 2,194,937 | $252.2M |
| Vantagepoint Investment Advisers LLC | 2.10% | Reduce -4.9% | 2,160,662 | $248.3M |
| Bank of New York Mellon Corp | 0.04% | Add +71.6% | 1,690,687 | $194.3M |
| Fusion Family Wealth, LLC | 14.39% | Add +3.0% | 1,677,074 | $192.7M |
| Allworth Financial LP | 0.58% | Reduce -1.0% | 1,249,240 | $143.6M |
| Osaic Holdings, Inc. | 0.20% | Add +0.1% | 1,202,494 | $138.2M |
| Cetera Investment Advisers | 0.13% | Add +25.5% | 1,091,140 | $125.4M |
| Raymond James Financial Inc. | 0.04% | Add +12.8% | 1,009,372 | $116.0M |
| Jones Financial Companies LLLP | 0.05% | Add +25.1% | 988,544 | $111.5M |
| Commonwealth Equity Services, LLC | 0.13% | Add +6.2% | 806,482 | $92.7M |
| Wells Fargo & Company | 0.02% | Add +1.4% | 785,747 | $90.3M |
| Capital Analysts, LLC | 2.10% | Add +46576.7% | 695,950 | $80.0M |
| Kozak & Associates, Inc. | 13.64% | Add +2.0% | 586,597 | $70.0M |
| Equitable Holdings, Inc. | 0.39% | Add +51.0% | 532,466 | $61.0M |
| UBS Group AG | 0.01% | Reduce -2.6% | 527,361 | $60.6M |
| Kestra Advisory Services, LLC | 0.20% | Add +9.3% | 468,418 | $53.8M |
| Cerity Partners LLC | 0.06% | Add +0.5% | 385,638 | $44.3M |
| Klingman & Associates, LLC | 1.83% | Add +8.8% | 329,029 | $37.8M |
| Stewardship Advisors, LLC | 8.42% | Add +2.0% | 318,852 | $36.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +88.6% | 297,540 | $34.2M |
| Private Advisor Group, LLC | 0.16% | Add +15.2% | 293,576 | $33.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.9% | 287,407 | $33.0M |
| Tanglewood Legacy Advisors, LLC | 11.83% | Add +4.2% | 284,639 | $32.7M |
| Scarborough Advisors, LLC | 3.33% | Add +9.6% | 264,701 | $30.4M |
| Asset Allocation Strategies LLC | 5.23% | Add +8.6% | 256,235 | $29.4M |
| Everest Financial Group LLC | 4.73% | Add +4.5% | 249,841 | $28.7M |
| Investment Planning Advisors, Inc. | 7.71% | Add +46.9% | 243,712 | $28.0M |
| Axxcess Wealth Management, LLC | 0.86% | Reduce -29.8% | 234,702 | $27.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.9% | 213,662 | $24.6M |
| Thoroughbred Financial Services, LLC | 1.44% | Add +1.9% | 209,642 | $24.1M |
| Atlas Legacy Advisors, LLC | 4.16% | Add +8.4% | 198,206 | $22.8M |
| Mariner, LLC | 0.03% | Reduce -3.4% | 196,050 | $22.5M |
| Sanctuary Advisors, LLC | 0.12% | Add +10.6% | 193,233 | $22.2M |
| Merit Financial Group, LLC | 0.16% | Add +7.7% | 188,740 | $21.7M |
| MML Investors Services, LLC | 0.06% | Reduce -3.6% | 184,688 | $21.2M |
| Independent Advisor Alliance | 0.22% | New | 175,327 | $20.1M |
| Cadent Capital Advisors, LLC | 5.14% | Add +31.4% | 169,173 | $19.4M |
| Denver Wealth Management, Inc. | 6.65% | Add +5.4% | 168,293 | $19.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.2% | 162,546 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +21.2% | 158,316 | $18.2M |
| EverSource Wealth Advisors, LLC | 0.56% | Add +1.3% | 158,033 | $18.2M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +13.6% | 157,708 | $18.1M |
| Harbour Investments, Inc. | 0.27% | Add +36.4% | 152,833 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +10.0% | 152,054 | $17.5M |
| Aspire Capital Advisors LLC | 3.75% | Add +19.0% | 145,078 | $16.7M |
| Blue Water Asset Management | 5.59% | Reduce -1.3% | 140,791 | $16.2M |
| LeClair Wealth Partners LLC | 5.59% | New | 140,791 | $16.2M |
| NewEdge Advisors, LLC | 0.05% | Add +253.5% | 128,084 | $14.7M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +270.8% | 121,344 | $13.9M |
| Ancora Advisors LLC | 0.30% | Add +115.2% | 120,694 | $13.9M |
| Colonial River Investments, LLC | 4.35% | Add +2.7% | 105,806 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +15.0% | 105,073 | $12.1M |
| Sonoma Allocations LLC | 3.90% | Reduce -5.5% | 97,079 | $11.3M |
| Moneco Advisors, LLC | 0.83% | Add +11.2% | 93,169 | $10.7M |
| Kraft, Davis & Associates, LLC | 2.25% | Reduce -13.8% | 85,150 | $10.5M |
| TFR Capital, LLC. | 3.19% | Add +0.6% | 90,373 | $10.4M |
| Retirement Planning Group, LLC / NY | 5.85% | Add +12.4% | 79,036 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +24.7% | 78,736 | $9.0M |
| Total Clarity Wealth Management, Inc. | 2.12% | Add +3.2% | 78,687 | $9.0M |
| Geneos Wealth Management Inc. | 0.20% | Add +5.3% | 74,798 | $8.6M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +4.2% | 73,596 | $8.5M |
| Resonant Capital Advisors, LLC | 0.44% | Add +2.6% | 72,877 | $8.4M |
| Legacy Capital Wealth Partners, LLC | 1.72% | Add +8.5% | 78,707 | $8.4M |
| Mission Hills Financial Advisory, LLC | 3.97% | Add +1.8% | 67,427 | $7.7M |
| Western Wealth Management, LLC | 0.29% | Reduce -0.1% | 66,814 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -8.7% | 65,271 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +45.2% | 64,791 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.8% | 64,752 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +87.5% | 63,910 | $7.3M |
| Brookstone Capital Management | 0.08% | Reduce -48.5% | 58,699 | $6.7M |
| Garden State Investment Advisory Services LLC | 1.57% | Add +4.0% | 56,976 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.30% | Reduce -8.9% | 55,082 | $6.3M |
| Avestar Capital, LLC | 0.42% | Add +2.0% | 53,045 | $6.1M |
| Nwam LLC | 0.34% | Add +0.1% | 51,825 | $6.0M |
| Petix & Botte Co | 2.65% | Reduce -44.1% | 51,488 | $5.9M |
| Retirement Financial Solutions, LLC | 1.67% | Add +0.1% | 50,787 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -46.8% | 49,548 | $5.7M |
| Intrua Financial, LLC | 0.61% | Add +12.5% | 49,521 | $5.7M |
| AE Wealth Management LLC | 0.03% | Add +11.3% | 48,701 | $5.6M |
| Absolute Capital Management, LLC | 1.78% | Add +0.3% | 46,687 | $5.4M |
| Oxford Wealth Group, LLC | 2.91% | Reduce -13.4% | 46,355 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 46,306 | $5.3M |
| Wealth Management Partners, LLC | 1.49% | Reduce -5.0% | 45,355 | $5.2M |
| WJ Wealth Management, LLC | 2.32% | New | 43,168 | $5.0M |
| RVW Wealth, LLC | 0.38% | Reduce -2.1% | 42,548 | $4.9M |
| AdvisorNet Financial, Inc | 0.25% | Add +0.6% | 42,232 | $4.9M |
| Perennial Investment Advisors, LLC | 0.39% | Reduce -0.5% | 42,125 | $4.8M |
| Essex Financial Services, Inc. | 0.27% | Add +7.8% | 41,191 | $4.7M |
| Optima Capital LLC | 2.17% | Add +36.3% | 40,705 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +73.9% | 40,377 | $4.6M |
| Tompkins Financial Corp. | 0.36% | Reduce -2.2% | 39,242 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +60.0% | 38,976 | $4.5M |
| World Investment Advisors | 0.07% | Add +2.1% | 38,506 | $4.4M |
| Forge Financial Services LLC | 0.45% | Reduce -0.1% | 38,491 | $4.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +87.0% | 37,885 | $4.4M |
| Harbor Asset Planning, Inc. | 3.63% | Add +6.3% | 37,578 | $4.3M |
| Autumn Glory Partners, LLC | 1.57% | New | 37,234 | $4.3M |
| Focus Partners Wealth | 0.00% | Reduce -0.2% | 36,312 | $4.2M |
| Sunbelt Securities, Inc. | 0.26% | Add +16.3% | 35,816 | $4.1M |
| PAX Financial Group, LLC | 0.66% | New | 33,505 | $3.9M |
| Ignite Planners, LLC | 0.59% | Reduce -0.4% | 33,001 | $3.8M |
| Kelman-Lazarov, Inc. | 0.54% | Reduce -0.4% | 32,518 | $3.7M |
| Independent Financial Group, LLC | 0.08% | Add +40.7% | 31,351 | $3.6M |
| Integrity Wealth Advisors, Inc. | 2.15% | Add +70.0% | 31,123 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -1.7% | 28,857 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -1.5% | 28,819 | $3.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +48.0% | 26,618 | $3.1M |
| Mgo One Seven LLC | 0.06% | New | 25,529 | $2.9M |
| IHT Wealth Management, LLC | 0.07% | Reduce -0.5% | 24,980 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.7% | 24,681 | $2.8M |
| Meridian Financial Advisors, LLC | 1.50% | Add +36.5% | 23,803 | $2.7M |
| Simplicity Wealth,LLC | 0.15% | Add +15.6% | 22,778 | $2.6M |
| Rodgers & Associates, LTD | 0.26% | Reduce -1.6% | 21,844 | $2.5M |
| TCFG Wealth Management, LLC | 0.94% | Add +3.1% | 21,791 | $2.5M |
| TCFG Investment Advisors, LLC | 0.94% | — | 21,791 | $2.5M |
| MTM Financial Group, LLC | 1.17% | Add +14.2% | 21,649 | $2.5M |
| Key Client Fiduciary Advisors, LLC | 0.84% | Add +1.9% | 21,284 | $2.4M |
| AQR Capital Management | 0.00% | No change | 20,921 | $2.4M |
| Firethorn Wealth Partners, LLC | 0.87% | Add +48.6% | 20,639 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +308.6% | 20,436 | $2.3M |
| Keating Financial Advisory Services, Inc. | 0.36% | Add +86.8% | 19,137 | $2.2M |
| Rik Saylor Financial, Inc. | 1.65% | Add +13.3% | 18,911 | $2.2M |
| E&G Advisors, LLC | 0.48% | Add +1.4% | 18,743 | $2.2M |
| Solano Wealth Investment Advisors LLC | 1.06% | Reduce -2.0% | 18,553 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +10.3% | 18,328 | $2.1M |
| Citigroup Inc. | 0.00% | Add +12.3% | 17,872 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -10.6% | 17,261 | $2.0M |
| &partners | 0.01% | Reduce -6.3% | 17,086 | $2.0M |
| Golden State Wealth Management, LLC | 0.21% | Reduce -9.8% | 16,613 | $1.9M |
| Modern Wealth Management, LLC | 0.03% | New | 16,410 | $1.9M |
| Natixis Advisors, LLC | 0.00% | New | 16,221 | $1.9M |
| Money Concepts Capital Corp. | 0.10% | Reduce -66.9% | 15,903 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Add +6.0% | 15,884 | $1.8M |
| FMR LLC | 0.00% | Add +11.9% | 15,470 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +11.4% | 14,703 | $1.7M |
| Empirical Asset Management, LLC | 0.44% | Add +23.6% | 14,609 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -8.3% | 14,538 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +384.3% | 13,890 | $1.6M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Reduce -56.0% | 13,511 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +940.3% | 13,649 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +104.7% | 13,572 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +0.6% | 13,354 | $1.5M |
| Amplius Wealth Advisors, LLC | 0.13% | Add +13.5% | 13,220 | $1.5M |
| Creative Financial Designs Inc. | 0.09% | New | 13,164 | $1.5M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -0.5% | 13,046 | $1.5M |
| Titleist Asset Management, LLC | 0.11% | New | 12,461 | $1.4M |
| Uptick Partners, LLC | 0.28% | Reduce -0.6% | 12,338 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +1.9% | 12,021 | $1.4M |
| Fifth Third Bancorp | 0.00% | New | 11,076 | $1.3M |
| Loomis Sayles & Co. L P | 0.00% | New | 10,899 | $1.3M |
| Secure Asset Management, LLC | 0.20% | Add +13.6% | 10,738 | $1.2M |
| Redwood Financial Network Corp | 0.81% | Add +2.9% | 10,729 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.36% | Add +3.4% | 10,675 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.3% | 10,631 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +202.1% | 10,533 | $1.2M |
| Daybright Advisory Services, Inc. | 0.33% | Reduce -18.1% | 10,222 | $1.2M |
| RFG - Bristol Wealth Advisors, LLC | 0.32% | Reduce -55.0% | 10,161 | $1.2M |
| Fiera Capital Corp | 0.00% | No change | 10,158 | $1.2M |
| Creative Planning | 0.00% | Add +18.1% | 10,130 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -2.0% | 9,770 | $1.1M |
| Perryman Financial Advisory Inc. | 0.17% | Add +251.7% | 9,627 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | New | 9,474 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 9,443 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +0.5% | 9,146 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +4.3% | 9,038 | $1.0M |
| Banta Asset Management LP | 1.03% | New | 8,920 | $1.0M |
| Key Financial Inc | 0.18% | Add +23.1% | 8,784 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.6% | 8,384 | $963K |
| GTS Securities LLC | 0.03% | New | 7,978 | $917K |
| Nova Wealth Management, Inc. | 0.56% | Add +33.9% | 7,507 | $863K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.1% | 7,479 | $859K |
| Obermeyer Wealth Partners | 0.04% | No change | 7,362 | $846K |
| Marshall Financial Group, LLC | 0.14% | Add +0.6% | 7,340 | $843K |
| Baldwin Wealth Partners LLC | 0.06% | No change | 6,600 | $758K |
| Kovack Advisors, Inc. | 0.04% | Add +4.9% | 6,432 | $741K |
| LWM Advisory Services, LLC | 0.79% | Reduce -47.6% | 6,444 | $740K |
| Savant Capital, LLC | 0.00% | Add +45.6% | 6,284 | $722K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 6,281 | $722K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.6% | 6,145 | $706K |
| Landaas & Co. /Wi | 0.15% | Add +26.3% | 6,141 | $706K |
| Sowell Financial Services LLC | 0.02% | New | 5,791 | $665K |
| Sigma Planning Corp | 0.02% | Add +44.7% | 5,450 | $626K |
| Altium Investment Strategies LLC | 1.83% | — | 5,245 | $621K |
| Accurate Wealth Management, LLC | 0.07% | No change | 5,245 | $621K |
| Flaharty Asset Management, LLC | 0.08% | Reduce -1.6% | 5,266 | $605K |
| MOR Wealth Management, LLC | 0.28% | Reduce -8.4% | 5,263 | $605K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -10.5% | 5,144 | $591K |
| Wedbush Securities Inc. | 0.02% | Add +127.0% | 5,110 | $587K |
| Integrated Advisors Network LLC | 0.03% | Add +84.8% | 4,968 | $571K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 4,859 | $558K |
| United Advisor Group, LLC | 0.07% | Reduce -0.8% | 4,854 | $558K |
| Baird Financial Group, Inc. | 0.00% | Reduce -24.8% | 4,772 | $548K |
| Pennington Partners & Co., LLC | 0.18% | Add +0.1% | 4,691 | $539K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.7% | 4,538 | $521K |
| Cora Capital Advisors LLC | 0.17% | No change | 4,522 | $520K |
| Alteri Wealth LLC | 0.16% | New | 4,407 | $506K |
| Signal Advisors Wealth, LLC | 0.03% | New | 4,377 | $503K |
| RFG Advisory, LLC | 0.01% | Add +23.3% | 4,168 | $479K |
| Cwm, LLC | 0.00% | Add +26.1% | 4,046 | $465K |
| Gotham Asset Management | 0.00% | No change | 3,800 | $437K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 3,504 | $426K |
| Stephens Inc. | 0.01% | Add +65.8% | 3,700 | $425K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.2% | 3,601 | $414K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +6.5% | 3,599 | $414K |
| Private Trust Co. NA | 0.04% | Reduce -0.2% | 3,510 | $403K |
| Mutual Advisors, LLC | 0.01% | No change | 3,500 | $402K |
| Aprio Wealth Management, LLC | 0.02% | No change | 3,265 | $375K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 3,223 | $370K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,204 | $368K |
| Bank of Montreal | 0.00% | Add +19.9% | 3,195 | $367K |
| Pacific Sun Financial Corp | 0.18% | Add +0.6% | 3,182 | $366K |
| Gilbert Capital Group, Inc. | 0.28% | No change | 3,168 | $364K |
| SCS Capital Management LLC | 0.00% | No change | 3,111 | $357K |
| Financial Partners Group, Inc | 0.04% | Reduce -7.9% | 3,086 | $355K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,047 | $350K |
| Diligent Investors, LLC | 0.09% | Reduce -1.0% | 3,022 | $347K |
| Blair William & Co. | 0.00% | Add +168.3% | 2,997 | $344K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -26.9% | 2,964 | $341K |
| Michels Family Financial, LLC | 0.24% | Add +4.8% | 2,943 | $338K |
| Atlantic Family Wealth, LLC | 0.24% | No change | 2,872 | $330K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,846 | $327K |
| Main Street Group, LTD | 0.10% | Reduce -2.9% | 2,803 | $322K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,760 | $317K |
| GWN Securities Inc. | 0.06% | Reduce -10.0% | 2,758 | $317K |
| Lockerman Financial Group, Inc. | 0.56% | Add +2.8% | 2,698 | $310K |
| Hilltop Partners LLC | 0.08% | Reduce -0.4% | 2,693 | $309K |
| Aspect Partners, LLC | 0.12% | No change | 2,652 | $305K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +7.6% | 2,658 | $299K |
| Oder Investment Management, LLC | 0.23% | Add +0.2% | 2,577 | $296K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 2,520 | $290K |
| StoneX Group Inc. | 0.02% | Add +34.0% | 2,501 | $287K |
| Sound Income Strategies, LLC | 0.01% | Add +2.7% | 2,404 | $277K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,380 | $273K |
| DAVENPORT & Co LLC | 0.00% | Add +29.5% | 2,306 | $265K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 2,221 | $255K |
| Jacobi Capital Management LLC | 0.01% | Reduce -2.7% | 2,197 | $252K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,176 | $250K |
| Turning Point Benefit Group, Inc. | 0.16% | Add +115.2% | 2,709 | $250K |
| Lantern Wealth Advisors, LLC | 0.13% | New | 2,156 | $248K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.3% | 2,146 | $247K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 2,136 | $245K |
| Integrity Alliance, Llc. | 0.01% | Add +0.4% | 2,133 | $245K |
| McHugh Group, LLC | 0.14% | New | 2,080 | $239K |
| Wealth Effects LLC | 0.08% | No change | 2,025 | $233K |
| Caliber Wealth Management, LLC / KS | 0.03% | No change | 2,017 | $232K |
| Sovran Advisors, LLC | 0.02% | Reduce -1.7% | 1,869 | $232K |
| Argent Trust Co | 0.01% | New | 2,009 | $231K |
| Valmark Advisers, Inc. | 0.00% | New | 2,008 | $231K |
| M&T Bank Corp | 0.00% | No change | 2,002 | $230K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,992 | $229K |
| Savvy Advisors, Inc. | 0.01% | New | 1,898 | $218K |
| Atlas Brown,Inc. | 0.06% | Add +0.4% | 1,869 | $215K |
| Lowery Thomas, LLC | 0.12% | Add +0.4% | 1,856 | $213K |
| Pacific Financial Group Inc. | 0.11% | New | 1,849 | $212K |
| MCF Advisors LLC | 0.01% | New | 1,839 | $211K |
| Marmo Financial Group, LLC | 0.10% | Reduce -2.1% | 1,828 | $210K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,799 | $207K |
| Carbahal Olsen Financial Services Group, LLC | 0.16% | New | 1,774 | $204K |
| LongView Wealth Management | 0.05% | No change | 1,700 | $204K |
| Zhang Financial LLC | 0.01% | New | 1,741 | $200K |
| Pflug Koory, LLC | 0.08% | Add +0.1% | 1,562 | $179K |
| PNC Financial Services Group, Inc. | 0.00% | Add +102.8% | 1,541 | $177K |
| MAI Capital Management | 0.00% | Add +138.4% | 1,340 | $154K |
| Lanark Financial, Inc. | 0.01% | Add +4.0% | 1,306 | $150K |
| US Bancorp \de | 0.00% | Add +2.9% | 1,225 | $141K |
| AlphaCore Capital LLC | 0.00% | No change | 1,184 | $136K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -6.1% | 1,157 | $133K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,093 | $126K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -22.7% | 1,077 | $124K |
| National Bank of Canada | 0.00% | New | 1,036 | $120K |
| Assetmark, Inc. | 0.00% | Add +100.6% | 953 | $110K |
| Arax Advisory Partners | 0.00% | No change | 926 | $106K |
| Franklin Resources Inc. | 0.00% | New | 826 | $95K |
| Avion Wealth | 0.02% | Add +1.7% | 784 | $90K |
| Glassman Wealth Services | 0.01% | No change | 745 | $86K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Add +97.7% | 674 | $83K |
| BlackRock, Inc. | 0.00% | Add +131.7% | 644 | $74K |
| HM Payson & Co. | 0.00% | No change | 640 | $74K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 574 | $71K |
| Westside Investment Management, Inc. | 0.01% | Add +500.0% | 600 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | Add +73.1% | 573 | $66K |
| ESL Trust Services, LLC | 0.01% | No change | 543 | $62K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 528 | $61K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 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% | No change | 499 | $57K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 488 | $56K |
| Operose Advisors LLC | 0.01% | No change | 475 | $55K |
| Abound Wealth Management | 0.01% | Add +13.4% | 431 | $50K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 340 | $39K |
| GoalVest Advisory LLC | 0.01% | Add +48.9% | 332 | $38K |
| Vanguard Advisers Inc. | 0.00% | — | 299 | $34K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 260 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 231 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 229 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 210 | $24K |
| Anfield Capital Management, LLC | 0.01% | No change | 170 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 161 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 157 | $18K |
| Wolff Wiese Magana LLC | 0.01% | No change | 130 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.8% | 120 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 116 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 110 | $13K |
| TD Capital Management LLC | 0.00% | No change | 103 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 75 | $9K |
| Archer Investment Corp | 0.00% | Reduce -72.5% | 72 | $8K |
| IFP Advisors, Inc | 0.00% | Add +88.6% | 66 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 64 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 46 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +64.0% | 41 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 36 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 30 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 20 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 15 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Founders Capital Management | 0.00% | No change | 5 | $614 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 4 | $460 |
"% 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.