207 institutions reported holding $927.9M of INVESCO EXCH TRADED FD TR II (RWJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($150.8M), MORGAN STANLEY ($115.9M), Fusion Family Wealth LLC ($75.7M), BANK OF AMERICA CORP /DE/ ($67.6M), AMERIPRISE FINANCIAL INC ($40.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $150.8M | 3.0M | Added |
| 2 | MORGAN STANLEY | $115.9M | 2.3M | Added |
| 3 | Fusion Family Wealth LLC | $75.7M | 1.5M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $67.6M | 1.3M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $40.7M | 805,952 | Added |
| 6 | UBS Group AG | $39.6M | 784,822 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $38.4M | 761,645 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $28.1M | 557,227 | Trimmed |
| 9 | Focus Partners Wealth | $28.1M | 555,972 | Added |
| 10 | Wellington Grp LLC | $24.5M | 485,446 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $22.0M | 435,885 | Added |
| 12 | MAI Capital Management | $21.4M | 423,510 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.1M | 397,512 | Added |
| 14 | CPC Advisors, LLC | $16.1M | 319,178 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $12.6M | 249,589 | Trimmed |
| 16 | Ancora Advisors LLC | $11.1M | 219,170 | Added |
| 17 | Private Advisor Group, LLC | $10.3M | 204,089 | Added |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $10.3M | 203,532 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $7.8M | 158,038 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $7.0M | 138,545 | Added |
| 21 | Royal Bank of Canada | $7.0M | 138,354 | Trimmed |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 133,650 | Trimmed |
| 23 | Cetera Investment Advisers | $6.7M | 133,119 | Trimmed |
| 24 | &PARTNERS | $6.7M | 132,887 | Added |
| 25 | Cyr Financial Inc. | $6.6M | 131,655 | Added |
Source: SEC Form 13F filings · as of 2026-03-31