Who Owns INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ)? -- Institutional Holders (2026-06-30)
221 institutions reported holding $1.17B of INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($173.7M), MORGAN STANLEY ($165.8M), BANK OF AMERICA CORP /DE/ ($88.3M), Fusion Family Wealth LLC ($87.6M), UBS Group AG ($49.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $173.7M | 2.9M | Trimmed |
| 2 | MORGAN STANLEY | $165.8M | 2.8M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $88.3M | 1.5M | Added |
| 4 | Fusion Family Wealth LLC | $87.6M | 1.5M | Trimmed |
| 5 | UBS Group AG | $49.4M | 830,176 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $47.8M | 803,936 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $46.3M | 777,580 | Added |
| 8 | OSAIC HOLDINGS, INC. | $36.2M | 608,257 | Added |
| 9 | Focus Partners Wealth | $34.0M | 572,104 | Added |
| 10 | MAI Capital Management | $26.1M | 438,051 | Added |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.2M | 423,305 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $24.7M | 415,422 | Trimmed |
| 13 | Wellington Grp LLC | $24.5M | 485,446 | Hold |
| 14 | CPC Advisors, LLC | $19.2M | 322,099 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 244,270 | Trimmed |
| 16 | Ancora Advisors LLC | $14.0M | 234,519 | Added |
| 17 | Private Advisor Group, LLC | $13.2M | 221,981 | Added |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $12.2M | 204,873 | Added |
| 19 | FSA WEALTH PARTNERS, INC. | $10.8M | 182,083 | New |
| 20 | JONES FINANCIAL COMPANIES LLLP | $10.6M | 176,877 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 149,274 | Added |
| 22 | Royal Bank of Canada | $8.6M | 145,182 | Added |
| 23 | Cetera Investment Advisers | $8.2M | 138,125 | Added |
| 24 | HARBOUR INVESTMENTS, INC. | $8.1M | 136,371 | Trimmed |
| 25 | Cyr Financial Inc. | $8.1M | 136,063 | Added |
Source: SEC Form 13F filings · as of 2026-06-30