Who Owns INV SP S/C600 P/VAL ETF (RZV)? -- Institutional Holders (2026-06-30)

74 institutions reported holding $136.9M of INV SP S/C600 P/VAL ETF (RZV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Systematic Alpha Investments, LLC ($45.7M), LPL Financial LLC ($11.6M), Armbruster Capital Management, Inc. ($9.5M), Wealthcare Advisory Partners LLC ($7.8M), THEORY FINANCIAL LLC ($5.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Systematic Alpha Investments, LLC$45.7M306,488Hold
2LPL Financial LLC$11.6M77,582Trimmed
3Armbruster Capital Management, Inc.$9.5M63,762Trimmed
4Wealthcare Advisory Partners LLC$7.8M52,341Added
5THEORY FINANCIAL LLC$5.9M39,779Added
6RAYMOND JAMES FINANCIAL INC$5.6M37,792Added
7BANK OF AMERICA CORP /DE/$4.8M32,045Trimmed
8MORGAN STANLEY$3.3M22,233Added
9STIFEL FINANCIAL CORP$3.1M20,642Trimmed
10COMMONWEALTH EQUITY SERVICES, LLC$2.7M17,955Added
11Smallwood Wealth Investment Management, LLC$2.5M16,764Added
12Innova Wealth Partners$2.1M14,365Added
13Merit Financial Group, LLC$2.0M13,575Trimmed
14UBS Group AG$1.7M11,595Trimmed
15NTV Asset Management LLC$1.7M11,450Trimmed
16MML INVESTORS SERVICES, LLC$1.6M10,518New
17Cetera Investment Advisers$1.5M9,955Added
18CAPTRUST FINANCIAL ADVISORS$1.4M9,394Trimmed
19Royal Bank of Canada$1.4M9,114Trimmed
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M8,937Trimmed
21TWO SIGMA INVESTMENTS, LP$1.3M8,500New
22ENVESTNET ASSET MANAGEMENT INC$1.2M7,863Added
23Lester Murray Antman dba SimplyRich$1.1M7,558Trimmed
24JONES FINANCIAL COMPANIES LLLP$1.1M7,191Added
25Ayalon Insurance Comp Ltd.$1.0M7,023Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30