INVESCO S&P 500 REVENUE ETF RWL
$129.42
+0.7% 52w: $100.35 – $129.42
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data100.35114.89129.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
322
+21 QoQ
13F value
$6.14B
+12.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns RWL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | Index provider | 10.5M | $1.20B | 0.2% | +16.5% |
| LPL Financial LLC | Bank broker | 6.6M | $758.2M | 0.2% | +12.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.0M | $454.3M | 0.1% | +4.8% |
| MORGAN STANLEY | Bank broker | 3.3M | $377.9M | 0.0% | +4.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.2M | $252.2M | 0.0% | +0.3% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.2M | $248.3M | 2.1% | -4.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.7M | $194.3M | 0.0% | +71.6% |
| Fusion Family Wealth, LLC | Wealth advisor | 1.7M | $192.7M | 14.4% | +3.0% |
| Allworth Financial LP | Wealth advisor | 1.2M | $143.6M | 0.6% | -1.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $138.2M | 0.2% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $125.4M | 0.1% | +25.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $116.0M | 0.0% | +12.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 988.5K | $111.5M | 0.1% | +25.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 806.5K | $92.7M | 0.1% | +6.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 785.7K | $90.3M | 0.0% | +1.4% |
| Capital Analysts, LLC | Wealth advisor | 696.0K | $80.0M | 2.1% | +46576.7% |
| Kozak & Associates, Inc. | Wealth advisor | 586.6K | $70.0M | 13.6% | +2.0% |
| Equitable Holdings, Inc. | Wealth advisor | 532.5K | $61.0M | 0.4% | +51.0% |
| UBS Group AG | Bank broker | 527.4K | $60.6M | 0.0% | -2.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 468.4K | $53.8M | 0.2% | +9.3% |
| Cerity Partners LLC | Diversified mechanical | 385.6K | $44.3M | 0.1% | +0.5% |
| Klingman & Associates, LLC | Wealth advisor | 329.0K | $37.8M | 1.8% | +8.8% |
| Stewardship Advisors, LLC | Wealth advisor | 318.9K | $36.6M | 8.4% | +2.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 297.5K | $34.2M | 0.0% | +88.6% |
| Private Advisor Group, LLC | Wealth advisor | 293.6K | $33.7M | 0.2% | +15.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 287.4K | $33.0M | 0.0% | +3.9% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 284.6K | $32.7M | 11.8% | +4.2% |
| Scarborough Advisors, LLC | Wealth advisor | 264.7K | $30.4M | 3.3% | +9.6% |
| Asset Allocation Strategies LLC | Wealth advisor | 256.2K | $29.4M | 5.2% | +8.6% |
| Everest Financial Group LLC | Quant stat arb | 249.8K | $28.7M | 4.7% | +4.6% |
| Investment Planning Advisors, Inc. | Wealth advisor | 243.7K | $28.0M | 7.7% | +46.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 234.7K | $27.0M | 0.9% | -29.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 213.7K | $24.6M | 0.0% | +23.9% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 209.6K | $24.1M | 1.4% | +1.9% |
| Atlas Legacy Advisors, LLC | Wealth advisor | 198.2K | $22.8M | 4.2% | +8.4% |
| Mariner, LLC | Diversified mechanical | 196.1K | $22.5M | 0.0% | -3.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 193.2K | $22.2M | 0.1% | +10.6% |
| Merit Financial Group, LLC | Wealth advisor | 188.7K | $21.7M | 0.2% | +7.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 184.7K | $21.2M | 0.1% | -3.6% |
| Independent Advisor Alliance | Wealth advisor | 175.3K | $20.1M | 0.2% | New |
| Cadent Capital Advisors, LLC | Wealth advisor | 169.2K | $19.4M | 5.1% | +31.4% |
| DENVER WEALTH MANAGEMENT, INC. | Wealth advisor | 168.3K | $19.3M | 6.7% | +5.4% |
| JPMORGAN CHASE & CO | Bank broker | 162.5K | $18.3M | 0.0% | +12.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 158.3K | $18.2M | 0.0% | +21.2% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 158.0K | $18.2M | 0.6% | +1.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 157.7K | $18.1M | 0.2% | +13.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 152.8K | $17.6M | 0.3% | +36.4% |
| ROYAL BANK OF CANADA | Bank broker | 152.1K | $17.5M | 0.0% | +10.0% |
| Aspire Capital Advisors LLC | Wealth advisor | 145.1K | $16.7M | 3.8% | +19.0% |
| LeClair Wealth Partners LLC | Wealth advisor | 140.8K | $16.2M | 5.6% | New |
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.