Who owns Invesco S&P SmallCap 600 Revenue ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RWJ from SEC Form 13F filings across 208 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 208 institutions disclosed 19.8M shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.18B — about 61% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
208
13F holders
$1.18B
value, 2026 filers
61%
of shares outstanding (19.8M sh)
36
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RWJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.9M | $173.7M | 0.0% | 9% | -2.3% |
| 2 | MORGAN STANLEY | 2.8M | $165.8M | 0.0% | 8.6% | +21.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.5M | $88.3M | 0.0% | 4.6% | +10.8% |
| 4 | Fusion Family Wealth, LLC | 1.5M | $87.6M | 5.8% | 4.5% | -1.8% |
| 5 | UBS Group AG | 830,176 | $49.4M | 0.0% | 2.6% | +5.8% |
| 6 | AMERIPRISE FINANCIAL INC | 803,936 | $47.8M | 0.0% | 2.5% | -0.3% |
| 7 | RAYMOND JAMES FINANCIAL INC | 777,580 | $46.3M | 0.0% | 2.4% | +2.1% |
| 8 | OSAIC HOLDINGS, INC. | 608,257 | $36.2M | 0.0% | 1.9% | +9.2% |
| 9 | Focus Partners Wealth | 572,104 | $34.0M | 0.0% | 1.8% | +2.9% |
| 10 | Wellington Grp LLC | 508,130 | $30.2M | 8.0% | 1.6% | +4.7% |
| 11 | MAI Capital Management | 438,051 | $26.1M | 0.1% | 1.4% | +3.4% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 423,305 | $25.2M | 0.0% | 1.3% | +6.5% |
| 13 | WELLS FARGO & COMPANY/MN | 415,422 | $24.7M | 0.0% | 1.3% | -4.7% |
| 14 | CPC Advisors, LLC | 322,099 | $19.2M | 2.6% | 1% | +0.9% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 244,270 | $14.5M | 0.0% | 0.8% | -2.1% |
| 16 | Ancora Advisors LLCNEW | 234,519 | $14.0M | 0.3% | 0.7% | new |
| 17 | Private Advisor Group, LLC | 221,981 | $13.2M | 0.1% | 0.7% | +8.8% |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 204,873 | $12.2M | 0.2% | 0.6% | +0.7% |
| 19 | FSA WEALTH PARTNERS, INC.NEW | 182,083 | $10.8M | 2.7% | 0.6% | new |
| 20 | JONES FINANCIAL COMPANIES LLLP | 176,877 | $10.6M | 0.0% | 0.5% | +11.9% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 149,274 | $8.9M | 0.0% | 0.5% | +11.7% |
| 22 | ROYAL BANK OF CANADA | 145,182 | $8.6M | 0.0% | 0.4% | +4.9% |
| 23 | Cetera Investment Advisers | 138,125 | $8.2M | 0.0% | 0.4% | +3.8% |
| 24 | HARBOUR INVESTMENTS, INC. | 136,371 | $8.1M | 0.1% | 0.4% | -1.6% |
| 25 | Cyr Financial Inc. | 136,063 | $8.1M | 4.2% | 0.4% | +3.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.