Who Owns Invesco S&P SmallCap 600 Pure Value ETF (RZV)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $42.2M of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Armbruster Capital Management, Inc. ($9.5M), Wealthcare Advisory Partners LLC ($7.8M), THEORY FINANCIAL LLC ($5.9M), COMMONWEALTH EQUITY SERVICES, LLC ($2.7M), Smallwood Wealth Investment Management, LLC ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Armbruster Capital Management, Inc.$9.5M63,762Trimmed
2Wealthcare Advisory Partners LLC$7.8M52,341Added
3THEORY FINANCIAL LLC$5.9M39,779Added
4COMMONWEALTH EQUITY SERVICES, LLC$2.7M17,955Added
5Smallwood Wealth Investment Management, LLC$2.5M16,764Added
6Innova Wealth Partners$2.1M14,365Added
7Merit Financial Group, LLC$2.0M13,575Trimmed
8ENVESTNET ASSET MANAGEMENT INC$1.2M7,863Added
9Lester Murray Antman dba SimplyRich$1.1M7,558Trimmed
10Ayalon Insurance Comp Ltd.$1.0M7,023Hold
11Discipline Wealth Solutions, LLC$1.0M6,976Trimmed
12Fifth Third Securities, Inc.$881,8395,916Trimmed
13American Institute for Advanced Investment Management, LLP$867,5295,820Trimmed
14Cambridge Investment Research Advisors, Inc.$848,0005,694Added
15IFP Advisors, Inc$525,1383,523Hold
16LOM Asset Management Ltd$417,3682,800Added
17Worth Asset Management, LLC$355,0612,382Added
18Focus Financial Network, Inc.$303,9732,039Trimmed
19Buck Wealth Strategies, LLC$265,3271,780New
20BENJAMIN EDWARDS INC$223,9341,502New
21FLAGSHIP HARBOR ADVISORS, LLC$210,1251,410New
22Purus Wealth Management, LLC$207,7671,394New
23Concord Wealth Partners$41,141276New
24VALLEY NATIONAL ADVISERS INC$33,092222Hold
25Farther Finance Advisors, LLC$25,002168Trimmed

Source: SEC Form 13F filings · as of 2026-06-30