INVESCO S&P SMALLCAP 600 RWJ
$59.47
-0.3% 52w: $41.31 – $59.91
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data41.3150.6159.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
192
+1 QoQ
13F value
$930.1M
+5.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RWJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.0M | $150.8M | 0.0% | +5.2% |
| MORGAN STANLEY | Bank broker | 2.3M | $115.9M | 0.0% | +3.7% |
| Fusion Family Wealth, LLC | Wealth advisor | 1.5M | $75.7M | 5.7% | +1.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $67.6M | 0.0% | +8.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 806.0K | $40.7M | 0.0% | +1.8% |
| UBS Group AG | Bank broker | 784.8K | $39.6M | 0.0% | +1.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 761.6K | $38.4M | 0.0% | -5.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 557.2K | $28.1M | 0.0% | -0.4% |
| Focus Partners Wealth | Wealth advisor | 556.0K | $28.1M | 0.0% | +5.8% |
| Wellington Grp LLC | Wealth advisor | 485.4K | $24.5M | 7.5% | +8.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 435.9K | $22.0M | 0.0% | +2.6% |
| MAI Capital Management | Wealth advisor | 423.5K | $21.4M | 0.1% | +0.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 397.5K | $20.1M | 0.0% | +21.3% |
| CPC Advisors, LLC | Wealth advisor | 319.2K | $16.1M | 2.6% | -12.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 249.6K | $12.6M | 0.0% | -8.3% |
| Ancora Advisors LLC | Diversified mechanical | 219.2K | $11.1M | 0.2% | +0.9% |
| Private Advisor Group, LLC | Wealth advisor | 204.1K | $10.3M | 0.0% | +3.6% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 203.5K | $10.3M | 0.2% | -0.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 158.0K | $7.8M | 0.0% | +29.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 138.5K | $7.0M | 0.1% | +12.4% |
| ROYAL BANK OF CANADA | Bank broker | 138.4K | $7.0M | 0.0% | -1.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 133.7K | $6.8M | 0.0% | -35.3% |
| Cetera Investment Advisers | Wealth advisor | 133.1K | $6.7M | 0.0% | -0.7% |
| &PARTNERS | Diversified mechanical | 132.9K | $6.7M | 0.0% | +5.8% |
| Cyr Financial Inc. | Wealth advisor | 131.7K | $6.6M | 3.9% | +5.2% |
| IFP Advisors, Inc | Wealth advisor | 130.8K | $6.6M | 0.1% | +27.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 127.1K | $6.4M | 0.0% | +5.3% |
| Oxford Wealth Group, LLC | Wealth advisor | 120.8K | $6.1M | 3.3% | +71.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 115.0K | $5.8M | 0.0% | -3.8% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 75.2K | $3.8M | 0.2% | +106.1% |
| Mariner, LLC | Diversified mechanical | 73.4K | $3.7M | 0.0% | -2.6% |
| CoreCap Advisors, LLC | Wealth advisor | 60.6K | $3.1M | 0.1% | +3.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 60.0K | $3.0M | 0.0% | Held |
| GUIDANCE CAPITAL, INC | Wealth advisor | 53.8K | $3.0M | 0.7% | +16.1% |
| Valued Retirements, Inc. | Wealth advisor | 58.2K | $2.9M | 2.9% | -1.2% |
| POTENTIA WEALTH | Wealth advisor | 57.4K | $2.9M | 1.1% | +1.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 55.1K | $2.8M | 0.0% | +48.2% |
| Fortis Capital Management LLC | Other | 54.2K | $2.7M | 0.4% | +17.2% |
| Belpointe Asset Management LLC | Wealth advisor | 53.3K | $2.7M | 0.1% | +9.1% |
| MONECO ADVISORS, LLC | Wealth advisor | 51.0K | $2.6M | 0.2% | -9.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 50.0K | $2.5M | 0.0% | -20.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 48.3K | $2.4M | 0.0% | +2.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 45.0K | $2.3M | 0.0% | +3.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 44.1K | $2.2M | 0.0% | +4.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 44.0K | $2.2M | 0.0% | +2.5% |
| Pacific Sun Financial Corp | Wealth advisor | 41.6K | $2.1M | 1.0% | +2.7% |
| Cerity Partners LLC | Diversified mechanical | 41.2K | $2.1M | 0.0% | +103.6% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 41.0K | $2.1M | 0.2% | -1.0% |
| PERSPECTIVE WEALTH ADVISORS LLC | Wealth advisor | 40.5K | $2.0M | 1.3% | +6.6% |
| JPMORGAN CHASE & CO | Bank broker | 39.9K | $2.0M | 0.0% | +4.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.