Who Owns INVESCO EXCHANGE TRADED FD T (RZG)? -- Institutional Holders (2026-03-31)
62 institutions reported holding $46.1M of INVESCO EXCHANGE TRADED FD T (RZG) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($7.1M), LPL Financial LLC ($5.9M), Horizon Family Wealth, Inc. ($4.8M), Twelve Points Wealth Management LLC ($2.8M), MORGAN STANLEY ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CWM, LLC | $7.1M | 124,797 | Trimmed |
| 2 | LPL Financial LLC | $5.9M | 103,507 | Trimmed |
| 3 | Horizon Family Wealth, Inc. | $4.8M | 84,834 | Added |
| 4 | Twelve Points Wealth Management LLC | $2.8M | 49,803 | Trimmed |
| 5 | MORGAN STANLEY | $2.5M | 44,109 | Trimmed |
| 6 | AQR CAPITAL MANAGEMENT LLC | $2.4M | 41,377 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $1.4M | 24,852 | Added |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 23,843 | Trimmed |
| 9 | IMC-Chicago, LLC | $1.3M | 22,786 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 22,073 | Trimmed |
| 11 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $1.1M | 19,654 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.1M | 19,074 | Trimmed |
| 13 | Berger Financial Group, Inc | $1.0M | 17,921 | Trimmed |
| 14 | Tempo Wealth, LLC | $973,070 | 17,083 | Trimmed |
| 15 | Allworth Financial LP | $961,919 | 16,888 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $780,065 | 14,266 | Added |
| 17 | Investors Research Corp | $705,518 | 12,386 | Trimmed |
| 18 | WILLNER & HELLER, LLC | $646,812 | 11,355 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $639,324 | 11,224 | New |
| 20 | WELLS FARGO & COMPANY/MN | $592,078 | 10,395 | Added |
| 21 | PACIFIC SUN FINANCIAL CORP | $555,961 | 9,760 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $496,501 | 8,717 | Trimmed |
| 23 | Purus Wealth Management, LLC | $496,266 | 8,712 | Trimmed |
| 24 | CITADEL ADVISORS LLC | $431,874 | 7,582 | New |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $394,336 | 6,923 | Added |
Source: SEC Form 13F filings · as of 2026-03-31