INVESCO S&P MIDCAP 400 REV RWK
$146.15
+0.1% 52w: $112.30 – $146.26
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data112.30129.28146.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
138
+11 QoQ
13F value
$768.5M
+6.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RWK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 961.4K | $123.3M | 0.0% | +2.5% |
| LPL Financial LLC | Bank broker | 625.5K | $80.2M | 0.0% | +3.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 589.8K | $75.6M | 0.0% | -9.2% |
| Fusion Family Wealth, LLC | Wealth advisor | 551.5K | $70.7M | 5.3% | +2.6% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 535.4K | $68.7M | 0.6% | -1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 326.1K | $41.8M | 0.0% | +16.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 264.5K | $33.9M | 0.0% | -8.1% |
| Bleakley Financial Group, LLC | Wealth advisor | 205.4K | $26.3M | 0.4% | +914.2% |
| Resonant Capital Advisors, LLC | Wealth advisor | 170.9K | $21.9M | 1.2% | +4.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 141.4K | $18.1M | 0.0% | +6.6% |
| UBS Group AG | Bank broker | 126.6K | $16.2M | 0.0% | +64.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 122.4K | $15.7M | 0.0% | +3.3% |
| RVW Wealth, LLC | Wealth advisor | 117.6K | $15.1M | 1.2% | -9.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 87.9K | $11.3M | 0.0% | +17.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 74.9K | $9.6M | 0.0% | +0.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 67.6K | $8.5M | 0.0% | +28.7% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 47.9K | $6.1M | 0.2% | +7.7% |
| ROYAL BANK OF CANADA | Bank broker | 47.4K | $6.1M | 0.0% | -22.3% |
| Ipsen Advisor Group LLC | Wealth advisor | 46.2K | $5.9M | 4.1% | +1.2% |
| NWAM LLC | Wealth advisor | 39.8K | $5.1M | 0.3% | -3.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 37.6K | $4.9M | 0.0% | -41.5% |
| CWM, LLC | Wealth advisor | 36.7K | $4.7M | 0.0% | +9.0% |
| Private Advisor Group, LLC | Wealth advisor | 36.1K | $4.6M | 0.0% | -0.6% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 34.0K | $4.4M | 2.9% | -3.6% |
| Cetera Investment Advisers | Wealth advisor | 30.1K | $3.9M | 0.0% | +9.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 30.0K | $3.8M | 0.0% | -40.0% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 27.8K | $3.6M | 0.2% | +114.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 27.6K | $3.5M | 0.0% | +1.1% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 27.1K | $3.5M | 0.2% | +0.1% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 24.8K | $3.2M | 0.1% | -0.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 24.7K | $3.2M | 0.1% | +4.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 23.1K | $3.0M | 0.0% | +27.7% |
| PERSPECTIVE WEALTH ADVISORS LLC | Wealth advisor | 20.9K | $2.7M | 1.7% | +7.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 20.0K | $2.6M | 0.0% | New |
| Geneos Wealth Management Inc. | Wealth advisor | 18.0K | $2.3M | 0.1% | -7.0% |
| Western Wealth Management, LLC | Wealth advisor | 17.4K | $2.2M | 0.1% | +11.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.7K | $2.1M | 0.0% | +25.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 16.0K | $2.1M | 0.0% | -1.7% |
| Sigma Planning Corp | Wealth advisor | 15.2K | $1.9M | 0.1% | -4.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 14.4K | $1.9M | 0.0% | +0.3% |
| Klingman & Associates, LLC | Wealth advisor | 13.0K | $1.7M | 0.1% | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 12.7K | $1.6M | 0.1% | +1.8% |
| Waverly Advisors, LLC | Wealth advisor | 12.3K | $1.6M | 0.0% | +10.3% |
| JPMORGAN CHASE & CO | Bank broker | 11.5K | $1.4M | 0.0% | +14.7% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 11.0K | $1.4M | 0.3% | +4.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 10.3K | $1.3M | 0.0% | +2.0% |
| Ancora Advisors LLC | Diversified mechanical | 10.0K | $1.3M | 0.0% | -0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.4K | $1.2M | 0.0% | +0.8% |
| Snowden Capital Advisors LLC | Diversified mechanical | 9.1K | $1.2M | 0.0% | 0.0% |
| GTS SECURITIES LLC | Market maker | 8.7K | $1.1M | 0.0% | +69.8% |
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.