Who Owns INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV)? -- Institutional Holders (2026-03-31)

72 institutions reported holding $112.8M of INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Systematic Alpha Investments, LLC ($38.1M), LPL Financial LLC ($10.6M), Armbruster Capital Management, Inc. ($8.2M), Wealthcare Advisory Partners LLC ($6.5M), THEORY FINANCIAL LLC ($4.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Systematic Alpha Investments, LLC$38.1M306,488Hold
2LPL Financial LLC$10.6M85,361Added
3Armbruster Capital Management, Inc.$8.2M66,103Added
4Wealthcare Advisory Partners LLC$6.5M51,863Trimmed
5THEORY FINANCIAL LLC$4.7M37,781Added
6RAYMOND JAMES FINANCIAL INC$4.7M37,684New
7BANK OF AMERICA CORP /DE/$4.0M32,305Trimmed
8STIFEL FINANCIAL CORP$2.6M20,677Added
9MORGAN STANLEY$2.4M19,441Added
10COMMONWEALTH EQUITY SERVICES, LLC$2.2M17,402Added
11Smallwood Wealth Investment Management, LLC$2.0M15,794Added
12Merit Financial Group, LLC$1.7M13,682Trimmed
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M13,329Added
14NTV Asset Management LLC$1.5M12,450Trimmed
15UBS Group AG$1.5M12,314Added
16Innova Wealth Partners$1.4M11,209Added
17CAPTRUST FINANCIAL ADVISORS$1.3M10,489Trimmed
18Royal Bank of Canada$1.2M9,647Trimmed
19Stratos Wealth Partners, LTD.$1.0M8,425Trimmed
20Lester Murray Antman dba SimplyRich$1.0M8,363Trimmed
21CITADEL ADVISORS LLC$992,1197,975Added
22Cetera Investment Advisers$974,3767,832Added
23Discipline Wealth Solutions, LLC$889,3847,149Trimmed
24Ayalon Insurance Comp Ltd.$874,0007,023Hold
25JONES FINANCIAL COMPANIES LLLP$761,4616,215Added

Source: SEC Form 13F filings · as of 2026-03-31