RWK institutional holders

Invesco S&P MidCap 400 Revenue ETF · 145 reporting institutions · $881.6M reported value

Funds that can replace RWK · RWK return decomposition

Institutional holdings

Institutions reporting RWK, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$150M23,1852026-06-30
Lpl Financial LLC$94M23,4582026-06-30
Ameriprise Financial Inc$84.2M02026-06-30
Fusion Family Wealth, LLC$79.8M52026-06-30
Missionsquare Investments$78.6M02026-06-30
Bank of America Corp /de$47.2M02026-06-30
Wells Fargo & Company/mn$37.3M02026-06-30
Bleakley Financial Group, LLC$31.2M1242026-06-30
Resonant Capital Advisors, LLC$25.3M152026-06-30
Raymond James Financial Inc$21.3M02026-06-30
Rvw Wealth, LLC$18.8M82026-06-30
Northwestern Mutual Wealth Management Co$18.6M02026-06-30
UBS Group AG$17.4M02026-06-30
Commonwealth Equity Services, LLC$14M2,8632026-06-30
Jones Financial Companies LLLP$12.1M02026-06-30
Osaic Holdings, Inc.$11.2M02026-06-30
Eversource Wealth Advisors, LLC$7M772026-06-30
Ipsen Advisor Group LLC$6.6M32026-06-30
Royal Bank of Canada$6.1M02026-06-30
Nwam LLC$5.8M622026-06-30
Wealth Enhancement Advisory Services, LLC$5.7M1,0262026-06-30
Private Advisor Group, LLC$5.2M9272026-06-30
Marshall & Sterling Wealth Advisors Inc.$5.1M102026-06-30
Cetera Investment Advisers$4.8M10,3702026-06-30
Cwm, LLC$4.7M6672026-03-31
Envestnet Pmc$4.5M602026-06-30
Ausdal Financial Partners, Inc.$4.1M1892026-06-30
Sanctuary Advisors, LLC$4M4012026-06-30
Ghp Investment Advisors Inc$3.5M272026-06-30
Perigon Wealth Management, LLC$3.4M922026-06-30
Perspective Wealth Advisors LLC$3M52026-06-30
Kestra Advisory Services, LLC$2.8M1,4792026-06-30
Integrated Wealth Concepts LLC$2.6M4802026-06-30
Western Wealth Management, LLC$2.6M1122026-06-30
Geneos Wealth Management, Inc.$2.4M1932026-06-30
Truist Financial Corp$2.4M02026-06-30
Patriot Financial Group Insurance Agency, LLC$2.2M352026-06-30
Rockefeller Capital Management LP$2.1M3462026-06-30
Sigma Planning Corp$2.1M4742026-06-30
Vantage Financial Partners, LLC$1.9M02025-12-31
Klingman & Associates, LLC$1.9M92026-06-30
Waverly Advisors, LLC$1.8M2312026-06-30
MML Investors Services, LLC$1.8M5,1202026-06-30
Jpmorgan Chase & Co$1.7M02026-06-30
J. Derek Lewis & Associates Inc.$1.6M122026-06-30
Steward Partners Investment Advisory, LLC$1.6M4812026-06-30
Stifel Financial Corp$1.5M02026-06-30
Snowden Capital Advisors LLC$1.3M1222026-06-30
Newedge Advisors$1.3M6012026-06-30
Prism Advisors, Inc.$1.1M52026-06-30
Goldman Sachs Group Inc$1M02026-06-30
Marshall Financial Group, LLC$1M142026-06-30
Hightower Advisors, LLC$941.2K1,0462026-06-30
Silver Oak Securities, Incorporated$929.8K1172026-06-30
Keystone Financial Services, LLC$910.2K02026-06-30
Aqr Capital Management LLC$851.6K12026-06-30
Seia$831.1K1412026-06-30
Claro Advisors Inc.$819.8K202026-06-30
Harbour Investments, Inc.$799K2472026-06-30
Advisory Services Network$789.7K2532026-06-30
J.W. Cole Advisors, Inc.$747.3K4992026-06-30
Smith, Moore & Co.$741.5K452026-06-30
Citadel Advisors LLC$713.5K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$644.6K02026-06-30
Anson Capital, Inc.$610.9K32026-06-30
Irc Wealth$599.5K72026-06-30
Wealthspire Advisors, LLC$569.9K2372026-06-30
Willner & Heller, LLC$550.7K32026-06-30
Independent Wealth Network Inc.$548.2K342026-06-30
Collaborative Capital Advisors LLC$543.6K22026-06-30
Fiera Capital Corp$494.9K02026-06-30
Bam Wealth Management LLC$493K82026-06-30
Gts Securities LLC$491.4K02026-06-30
Kingsview Wealth Management, LLC$483.2K1152026-06-30
Nations Financial Group Inc, /ia/ /adv$450.5K02026-06-30
Creativeone Wealth, LLC$450.2K2212026-06-30
Avestar Capital, LLC$442K132026-06-30
Advisor Os, LLC$438.8K22026-06-30
Equitable Holdings, Inc.$432.9K02026-06-30
Fifth Third Bancorp$416.7K02026-06-30
Ifp Advisors, Inc$377.9K3182026-06-30
Hub Investment Partners, LLC$371K1182026-06-30
Colonial River Wealth Management LLC$370.4K82026-06-30
Comerica Bank$365.4K02025-12-31
Bank of Montreal /can$353.7K02026-06-30
Fmr LLC$330.7K02026-06-30
New Insight Wealth Advisors$329.8K52026-06-30
Integrated Advisors Network LLC$324.5K792026-06-30
Guidance Capital, Inc.$323.7K82026-06-30
Parsons Capital Management Inc/ri$318.1K142026-06-30
Dynamic$314.5K752026-06-30
Bowman & Co S.C.$305.1K02025-12-31
Parallel Advisors, LLC$305.1K752026-06-30
US Bancorp$293.9K02026-06-30
Stratos Wealth Partners, Ltd.$290.4K3862026-06-30
United Advisor Group, LLC$288.7K582026-06-30
Burke & Herbert Bank & Trust Co$275.7K02026-06-30
First Financial Corp /in$275.1K02026-06-30
Great Valley Advisor Group, LLC$271.5K2052026-06-30
Iht Wealth Management LLC$260.6K1592026-06-30
Global Retirement Partners LLC$254.9K4912026-06-30
Allworth Financial, LP$250.6K3172026-06-30
Mascagni Wealth Management, Inc.$237.4K32026-06-30
Essex Financial Services, Inc.$229.9K332026-06-30
Balboa Wealth Partners, Inc.$225.4K262026-06-30
Susquehanna International Group, LLP$221K02026-06-30
Simplicity Wealth, LLC$218.2K02026-06-30
Mercer Global Advisors Inc /adv$217.4K02026-06-30
Stratos Wealth Advisors, LLC$212.6K712026-06-30
Beacon Pointe Advisors, LLC$212.3K4662026-06-30
Mariner, LLC$203.9K02026-06-30
Seros Financial, LLC$203.4K82026-06-30
Brown Advisory Inc$203.1K02026-06-30
Private Trust Co NA$173.9K02026-06-30
Trust Co of Vermont$134.7K02026-06-30
Private Wealth Management Group, LLC$131.6K72026-06-30
Tidemark, LLC$129.7K82026-06-30
Crewe Advisors LLC$128.9K262026-06-30
Sunbelt Securities, Inc.$110.4K632026-03-31
First Command Advisory Services$94.8K1,0122026-06-30
Citigroup Inc$82.8K02026-06-30
Institute for Wealth Management, Llc.$76.8K132026-06-30
Farther Finance Advisors, LLC$71.8K3342026-06-30
Hm Payson & Co$60K02026-06-30
Fiduciary Financial Advisors$51.5K512026-06-30
Arax Advisory Partners$49.3K2322026-06-30
Copia Wealth Management$43.7K42026-06-30
Cornerstone Planning Group LLC$27.2K232026-06-30
Alphacore Capital LLC$26.6K692026-06-30
Financial Life Planners$26K42026-06-30
Key Financial, Inc.$24.6K82026-06-30
Valley National Advisers Inc$22.8K142026-06-30
Planning Strategies Inc.$13.4K102026-06-30
CIBC Private Wealth Group LLC$13.3K02025-12-31
Spire Wealth Management$12.5K32026-06-30
Russell Investments Group, Ltd.$9.4K02026-06-30
Vanguard Advisers Inc$7K2,4692026-06-30
Richardson Capital Management LLC$2.4K72026-06-30
Cambridge Investment Research Advisors, Inc.$2.1K3,9402026-03-31
Thoroughbred Financial Services, LLC$1.7K342026-06-30
Janney Montgomery Scott LLC$6791,3422026-06-30
Stonebridge Financial Group, Llc/ca$45202026-06-30
Capital Investment Advisory Services, LLC$3131032026-06-30
Wedbush Securities Inc$2702202026-06-30
Avion Wealth$3122026-06-30

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: 2025-12-31 to 2026-06-30