Who Owns INV SP REVENUE ETF (RWL)? -- Institutional Holders (2026-06-30)

367 institutions reported holding $6.91B of INV SP REVENUE ETF (RWL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($1.35B), LPL Financial LLC ($848.1M), AMERIPRISE FINANCIAL INC ($475.8M), MORGAN STANLEY ($426.8M), BANK OF AMERICA CORP /DE/ ($288.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$1.35B10.6MAdded
2LPL Financial LLC$848.1M6.6MAdded
3AMERIPRISE FINANCIAL INC$475.8M3.7MTrimmed
4MORGAN STANLEY$426.8M3.3MAdded
5BANK OF AMERICA CORP /DE/$288.9M2.3MAdded
6VANTAGEPOINT INVESTMENT ADVISERS LLC$275.3M2.2MTrimmed
7Bank of New York Mellon Corp$222.4M1.7MAdded
8Fusion Family Wealth LLC$212.9M1.7MTrimmed
9JONES FINANCIAL COMPANIES LLLP$157.5M1.2MAdded
10Cetera Investment Advisers$152.7M1.2MAdded
11OSAIC HOLDINGS, INC.$146.7M1.1MTrimmed
12Allworth Financial LP$122.3M957,224Trimmed
13RAYMOND JAMES FINANCIAL INC$120.4M942,746Trimmed
14WELLS FARGO & COMPANY/MN$111.4M872,105Added
15COMMONWEALTH EQUITY SERVICES, LLC$106.4M832,552Added
16Capital Analysts, LLC$88.0M688,862Trimmed
17Equitable Holdings, Inc.$82.4M644,734Added
18UBS Group AG$68.6M537,165Added
19Private Advisor Group, LLC$58.4M456,748Added
20ENVESTNET ASSET MANAGEMENT INC$54.1M423,720Added
21Cerity Partners LLC$48.7M381,264Trimmed
22Klingman & Associates, LLC$45.2M353,559Added
23Kozak & Associates, Inc.$42.9M333,763Trimmed
24Kestra Advisory Services, LLC$42.0M328,887Trimmed
25Investment Planning Advisors, Inc.$41.2M322,460Added

来源：SEC 13F 申报文件 · 截至 2026-06-30