RPG institutional holders

Invesco S&P 500 Pure Growth ETF · 332 reporting institutions · $1.1B reported value

Funds that can replace RPG · RPG return decomposition

Institutional holdings

Institutions reporting RPG, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$98.7M23,4582026-06-30
Morgan Stanley$87.2M23,1852026-06-30
Bank of America Corp /de$57M02026-06-30
Wells Fargo & Company/mn$55.7M02026-06-30
Marquette Wealth Management$44.2M22026-06-30
Financial Security Advisor, Inc.$42.7M302026-06-30
Hightower Advisors, LLC$34.6M1,0462026-06-30
New England Private Wealth Advisors LLC$31.9M122026-06-30
Raymond James Financial Inc$29.6M02026-06-30
UBS Group AG$26.4M02026-06-30
Jpmorgan Chase & Co$22.3M02026-06-30
Creative Planning$22.1M1,1712026-06-30
Royal Bank of Canada$20.5M02026-06-30
Osaic Holdings, Inc.$19.1M02026-06-30
Arkadios Wealth Advisors$18.8M2262026-06-30
Private Advisor Group, LLC$17.9M9272026-06-30
Commonwealth Equity Services, LLC$16.6M2,8632026-06-30
Northern Trust Corp$13.8M02026-06-30
Cutler Investment Counsel LLC$13.1M212026-06-30
Trinity Wealth Management, LLC$10.8M42026-06-30
Coldstream Capital Management Inc$10.4M1362026-06-30
Auxano Advisors$8.8M82026-06-30
Sanctuary Advisors, LLC$8.6M4012026-06-30
Goldman Sachs Group Inc$8.5M02026-06-30
Happiness In Retirement$8.3M52026-06-30
Summit Wealth Group LLC / Co$7.8M392026-06-30
Captrust Financial Advisors$7.4M9622026-06-30
CIBC Bancorp USA Inc.$7M02026-06-30
Wolff Financial Management LLC$6.5M42026-06-30
Wealth Enhancement Advisory Services, LLC$6.4M1,0262026-06-30
Global View Capital Management LLC$6.3M1012026-06-30
Kestra Advisory Services, LLC$6.2M1,4792026-06-30
Advyzon Investment Management, LLC$5.8M22026-06-30
Ameriprise Financial Inc$5.7M02026-06-30
J. M. Brown & Associates Inc.$5.7M62026-06-30
Newedge Advisors$5.3M6012026-06-30
CIBC Private Wealth Group LLC$5M02025-12-31
Focus Partners Wealth$5M1,0482026-06-30
Wealth Group Ltd$4.9M02026-06-30
New Edge Wealth$4.8M1512026-06-30
Cetera Investment Advisers$4.5M10,3702026-06-30
Pfg Advisors$4.3M832026-06-30
Fmr LLC$4M02026-06-30
Guardian Capital, LLC$3.9M42026-06-30
Beacon Bridge Wealth Partners, LLC$3.9M62026-06-30
Chicago Partners Investment Group LLC$3.8M572026-06-30
Corient Private Wealth LP$3.8M6742026-06-30
Truist Financial Corp$3.7M02026-06-30
Delos Wealth Advisors, LLC$3.6M62026-06-30
Commonwealth Financial Services, LLC$3.5M152026-06-30
Gimbal Financial$3.5M62026-06-30
Mariner, LLC$3.4M02026-06-30
Gladstone Institutional Advisory LLC$3.3M1082026-06-30
Gts Securities LLC$3.3M02026-06-30
Quantinno Capital Management LP$3.3M02026-06-30
Xml Financial, LLC$3.2M282026-06-30
Plan Group Financial, LLC$3.1M182026-06-30
Galvin, Gaustad & Stein, LLC$2.9M82026-06-30
Envestnet Pmc$2.9M602026-06-30
Flagship Harbor Advisors, LLC$2.7M602026-06-30
Victory Financial Group, LLC$2.6M562026-06-30
Twelve Points Wealth Management LLC$2.6M202026-06-30
Snowden Capital Advisors LLC$2.5M1222026-06-30
Stifel Financial Corp$2.3M02026-06-30
Private Advisory Group LLC$2.3M182026-06-30
Focus Financial$2.3M1212026-06-30
Pure Financial Advisors, LLC$2.3M882026-06-30
Reston Wealth Management LLC$2.2M42026-06-30
Kingsview Wealth Management, LLC$2.2M1152026-06-30
Ausdal Financial Partners, Inc.$2.1M1892026-06-30
Cwm, LLC$2M6672026-03-31
Fiducient Advisors LLC$2M692026-06-30
Berger Financial Group, Inc$2M512026-06-30
Tower Research Capital LLC (trc)$2M02026-06-30
Cfs Investment Advisory Services LLC$1.9M102026-06-30
Nvest Financial, LLC$1.9M62026-06-30
Citadel Advisors LLC$1.9M02026-06-30
Mercer Global Advisors Inc /adv$1.8M02026-06-30
Essex Financial Services, Inc.$1.8M332026-06-30
J.W. Cole Advisors, Inc.$1.8M4992026-06-30
Beacon Financial Group$1.7M82026-06-30
MML Investors Services, LLC$1.7M5,1202026-06-30
Sei Investments Co$1.6M02026-06-30
Rockefeller Capital Management LP$1.6M3462026-06-30
Riggs Asset Managment Co. Inc.$1.6M82026-06-30
Strategic Blueprint, LLC$1.6M552026-06-30
American Trust$1.6M02026-06-30
Ifp Advisors, Inc$1.5M3182026-06-30
Vertex Planning Partners, LLC$1.5M142026-06-30
Basso Capital Management, LP$1.5M22026-06-30
Prospera Financial Services, Inc.$1.5M2702026-06-30
Pacific Center for Financial Services$1.5M52026-06-30
Spc Financial, Inc.$1.5M02025-09-30
Rothschild Wealth LLC$1.4M312026-06-30
Cornerstone Wealth Management, LLC$1.4M02026-06-30
Point72 Asset Management, LP$1.4M02026-06-30
Onedigital Investment Advisors LLC$1.3M3862026-06-30
May Hill Capital, LLC$1.3M32026-06-30
Compound Planning, Inc.$1.3M752026-06-30
Bnp Paribas Financial Markets$1.3M02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$1.3M02025-12-31
Baird Financial Group, Inc.$1.3M02026-06-30
Jones Financial Companies LLLP$1.3M02026-06-30
Lido Advisors, LLC$1.3M3202026-06-30
Mai Capital Management$1.3M3082026-06-30
Bridgewater Advisors Inc.$1.3M142026-06-30
Integrated Wealth Concepts LLC$1.3M4802026-06-30
Merit Financial Group, LLC$1.2M2952026-06-30
Detalus Advisors, LLC$1.2M132026-06-30
Cerity Partners LLC$1.2M7772026-06-30
Sigma Planning Corp$1.2M4742026-06-30
Ntv Asset Management LLC$1.2M52026-06-30
Cary Street Partners Financial LLC$1.2M02026-06-30
Western Wealth Management, LLC$1.1M1122026-06-30
US Bancorp$1.1M02026-06-30
Citizens Financial Group Inc/ri$1.1M02026-06-30
West Bancorporation Inc$1.1M02026-06-30
Pax Financial Group, LLC$1.1M152026-06-30
Alphacore Capital LLC$1M692026-06-30
Perigon Wealth Management, LLC$1M922026-06-30
Equitable Holdings, Inc.$1M02026-06-30
Accurate Wealth Management, LLC$1M492026-06-30
Steinberganna Wealth Management LLC$991.7K22026-06-30
Stephens Inc /ar$977.2K2432026-06-30
Blair William & Co/il$974.6K3292026-06-30
Altium Investment Strategies LLC$963.9K02026-06-30
Penobscot Wealth Management$949.5K82026-06-30
Jane Street Group, LLC$941K02026-06-30
Mutual Advisors, LLC$916.3K1532026-06-30
Belpointe Asset Management LLC$909.9K1702026-06-30
Davenport & Co LLC$883.5K3392026-06-30
Irc Wealth$860.7K72026-06-30
Northwestern Mutual Wealth Management Co$852.8K02026-06-30
Money Concepts Capital Corp$852.5K3892026-06-30
Steward Partners Investment Advisory, LLC$850.4K4812026-06-30
Shepherd Financial Partners LLC$843.4K82026-06-30
Ibex Wealth Advisors, LLC$837.8K82026-06-30
Sage Rhino Capital LLC$832.9K102026-06-30
Principal Securities, Inc.$826.3K1,4632026-06-30
Seia$824.5K1412026-06-30
King Luther Capital Management Corp$817.5K342026-06-30
Aqr Capital Management LLC$806.9K12026-06-30
Greenleaf Trust$790.4K02026-06-30
Willner & Heller, LLC$785.2K32026-06-30
Mjp Associates Inc /adv$779.5K122026-06-30
Advisor Os, LLC$779.5K22026-06-30
Wealthcare Advisory Partners LLC$757.3K1702026-06-30
Advisory Services Network$749.5K2532026-06-30
Rodgers & Associates, Ltd$748.3K122026-06-30
Citigroup Inc$740.3K02026-06-30
PNC Financial Services Group, Inc.$714K02026-06-30
Wcg Wealth Advisors LLC$712K1302026-06-30
Diversify Advisory Services, LLC$694.9K1162026-06-30
Diversify Wealth Management, LLC$694.9K782026-06-30
Sequoia Financial Group, LLC$665.5K2582026-06-30
Affinity Capital Advisors, LLC$642.5K52026-06-30
Avestar Capital, LLC$639K132026-06-30
Bawa N Mallick Trust$638.5K02026-06-30
Keystone Wealth Services, LLC$636.9K122026-06-30
Plante Moran Financial Advisors$622.5K1312026-06-30
Valley Brook Capital Group, Inc.$584.8K62026-06-30
Robertson Stephens Wealth Management, LLC$582.2K722026-06-30
Charter Research & Investment Group, Inc.$580.3K42026-06-30
Clearwater Capital Advisors, LLC$561.1K152026-06-30
&partners$544.9K5552026-06-30
Great Valley Advisor Group, LLC$540.2K2052026-06-30
Fifth Third Bancorp$536.1K02026-06-30
Geneos Wealth Management, Inc.$533.5K1932026-06-30
Benjamin Edwards Inc$531.9K02026-06-30
Pathstone Holdings, LLC$528.7K02026-06-30
Brighton Jones LLC$523.4K1592026-06-30
Hb Wealth Management, LLC$520.4K1692026-06-30
Kera Capital Partners, Inc.$520.1K122026-06-30
Towerpoint Wealth, LLC$508.6K52026-06-30
Captrust Wealth Advisors$494.2K202026-06-30
Gateway Wealth Partners, LLC$489.4K1012026-06-30
Bay Rivers Group$484.2K42026-06-30
Aries Wealth Management$481.4K42026-06-30
McAdam LLC$476.4K1352026-06-30
Condor Capital Management$476.3K172026-06-30
Ameritas Advisory Services, LLC$475.3K5502026-06-30
Rtd Financial Advisors, Inc.$466.5K202026-06-30
Tred Avon Family Wealth, LLC$464.3K22026-06-30
Balanced Wealth Group LLC$464.2K52026-06-30
Chilton Investment Company, Inc.$463.9K02026-06-30
Modern Wealth Management, LLC$459K1612026-06-30
Comerica Bank$456.6K02025-12-31
Allworth Financial, LP$449.2K3172026-06-30
Capital Investment Counsel, LLC$432.9K52026-06-30
Diligent Investors, LLC$429.1K32026-06-30
Bradley Foster & Sargent Inc/ct$422.8K02026-06-30
Pacific Sun Financial Corp$419.8K32026-06-30
Sowell Financial Services LLC$416K1082026-06-30
Cambient Family Office, LLC$407K32026-06-30
Advisor Resource Council$404.8K862026-06-30
Tradewinds, Llc.$399.8K112026-06-30
Bluespring Wealth Management, LLC$399.4K502026-06-30
Arax Advisory Partners$395.5K2322026-06-30
O'Shaughnessy Asset Management, LLC$387.8K582026-06-30
Ghp Investment Advisors Inc$387.2K272026-06-30
Rhodes Investment Advisors Inc /adv$383.1K92026-06-30
Farther Finance Advisors, LLC$371.1K3342026-06-30
Spire Wealth Management$368.4K32026-06-30
True Financial Group$358K22026-06-30
Bankplus Trust Department$355.3K02026-06-30
Concurrent Investment Advisors, LLC$350.8K3492026-06-30
Brookstone Capital Management$347.2K3372026-06-30
Financial Consulate, Inc$346.8K132026-06-30
Capital Developers, LLC$346.1K02026-03-31
Meridian Wealth Advisors, LLC$342.2K92026-06-30
Susquehanna International Group, LLP$338.2K02026-06-30
Blackrock, Inc.$335.2K02026-06-30
Moneta Group Investment Advisors LLC$325.3K2562026-06-30
Cassaday & Co Wealth Management LLC$325K472026-06-30
Hhm Wealth Advisors, LLC$324.4K122026-06-30
Leisure Capital Management$319.3K52026-06-30
Sax Wealth Advisors, LLC$318.9K422026-06-30
Verum Partners LLC$318.6K162026-06-30
Fulcrum Wealth Management$317.5K52026-06-30
Lowe Brockenbrough & Co Inc$316.4K152026-06-30
Signal Tree Financial Partners LLC$306.8K52026-06-30
Rockland Trust Co$303K02026-06-30
Dynamic$301.8K752026-06-30
Oppenheimer & Co. Inc.$298.2K1,1662026-06-30
Wealthplan Investment Management, LLC$297.4K292026-06-30
Beacon Pointe Advisors, LLC$290.2K4662026-06-30
Legacy Advisors, LLC$283.4K192026-06-30
Edelman Financial Engines$282.6K7222026-06-30
Ep Wealth Advisors, LLC$279.7K3382026-06-30
Duncan Williams Asset Management, LLC$276.2K152026-06-30
Hoese & Co LLP$275.2K02026-06-30
Pds Planning, Inc$272.6K102026-06-30
Accredited Investors Inc.$269.1K32026-06-30
Lanark Financial, Inc.$264.7K692026-06-30
Orion Porfolio Solutions, LLC$263.9K1992026-06-30
Wimmer Associates 1, LLC$263.4K02026-06-30
Stratos Wealth Partners, Ltd.$256.8K3862026-06-30
Cornerstone Advisory, LLC$255.4K102026-06-30
Level Four Advisory Services$254.2K1412026-06-30
Parallel Advisors, LLC$250.3K752026-06-30
Garden State Investment Advisory Services LLC$247.4K332026-06-30
Octavia Wealth Advisors LLC$247.4K332026-06-30
Jmg Financial Group, Ltd.$245.5K482026-06-30
Laird Norton Wetherby Trust Company, LLC$242.6K02026-06-30
Brandywine Oak Private Wealth LLC$240.7K102026-06-30
Bank of Montreal /can$229.1K02026-06-30
Gratus Wealth Advisors, LLC$223.7K62026-06-30
Joel Isaacson & Co., LLC$223.5K152026-06-30
Midwest Trust Co$215.8K02026-06-30
Haverford Trust Co$214.9K02026-06-30

The 250 largest of 332 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30