RWJ

Invesco S&P SmallCap 600 Revenue ETF
$49.51-0.82 (-1.63%)Financial ServicesNYSE_ARCA

Institutional Holders

200

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$InfinityT

% of Float

—

Price History

$34.78$39.77$44.77$49.76$54.75Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC2,840,650$138.0M0.04%Share
2MORGAN STANLEY2,213,588$107.0M0.01%Share
3Fusion Family Wealth, LLC1,478,001$72.0M5.46%Share
4AMERIPRISE FINANCIAL INC784,994$38.0M0.01%Share
5UBS Group AG773,991$37.7M0.01%Share
6BANK OF AMERICA CORP /DE/660,540$32.0M0.00%Share
7BANK OF AMERICA CORP /DE/574,229$27.0M0.00%Share
8OSAIC HOLDINGS, INC.523,803$25.0M0.04%Share
9RAYMOND JAMES FINANCIAL INC532,378$25.0M0.01%Share
10Focus Partners Wealth525,416$25.0M0.03%Share
11MAI Capital Management420,428$20.0M0.12%Share
12CPC Advisors, LLC365,973$17.8M1.80%Share
13COMMONWEALTH EQUITY SERVICES, LLC272,289$13.0M0.02%Share
14RAYMOND JAMES FINANCIAL INC262,615$12.0M0.00%Share
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC206,625$10.5M0.01%Share
16WELLS FARGO & COMPANY/MN214,189$10.0M0.00%Share
17WELLS FARGO & COMPANY/MN210,667$10.0M0.00%Share
18Private Advisor Group, LLC196,918$9.0M0.04%Share
19Sunrise Financial Services, LLC132,397$6.5M4.86%Share
20Cyr Financial Inc.125,131$6.1M3.80%Share
21HARBOUR INVESTMENTS, INC.123,305$6.0M0.12%Share
22&PARTNERS125,635$6.0M0.03%Share
23ROYAL BANK OF CANADA133,080$6.0M0.00%Share
24Cetera Investment Advisers134,032$6.0M0.01%Share
25Sanctuary Advisors, LLC141,934$5.8M0.04%Share
26Sanctuary Advisors, LLC141,934$5.8M0.04%Share
27JONES FINANCIAL COMPANIES LLLP122,047$5.0M0.00%Share
28Cambridge Investment Research Advisors, Inc.119,530$5.0M0.01%Share
29ENVESTNET ASSET MANAGEMENT INC120,694$5.0M0.00%Share
30IFP Advisors, Inc102,804$5.0M0.11%Share
31NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO45,966$4.4M0.00%Share
32Sanctuary Advisors, LLC87,275$3.8M0.02%Share
33Oxford Wealth Group, LLC70,577$3.4M1.67%Share
34MML INVESTORS SERVICES, LLC62,527$3.0M0.01%Share
35Mariner, LLC75,302$3.0M0.00%Share
36Valued Retirements, Inc.58,859$2.9M2.80%Share
37CoreCap Advisors, LLC58,699$2.9M0.10%Share
38POTENTIA WEALTH56,500$2.8M1.01%Share
39MONECO ADVISORS, LLC56,207$2.7M0.22%Share
40GUIDANCE CAPITAL, INC46,324$2.5M0.60%Share
41Sonoma Allocations LLC45,334$2.4M0.79%Share
42Belpointe Asset Management LLC48,880$2.4M0.09%Share
43Fortis Capital Management LLC46,247$2.3M0.30%Share
44Sanctuary Advisors, LLC42,936$2.1M0.01%Share
45JAMES INVESTMENT RESEARCH, INC.41,410$2.0M0.22%Share
46NewEdge Advisors, LLC42,090$2.0M0.01%Share
47GOLDMAN SACHS GROUP INC60,000$2.0M0.00%Share
48Steward Partners Investment Advisory, LLC47,342$2.0M0.01%Share
49Rockefeller Capital Management L.P.43,524$2.0M0.00%Share
50PACIFIC SUN FINANCIAL CORP40,524$2.0M0.95%Share
51Main Street Group, LTD39,533$1.9M0.66%Share
52PERSPECTIVE WEALTH ADVISORS LLC38,011$1.9M1.32%Share
53PLANWISER FINANCIAL, LLC38,011$1.9M1.32%Share
54Strive Financial Group ,LLC37,319$1.8M0.90%Share
55OPINICUS CAPITAL, INC.37,028$1.8M1.26%Share
56Patriot Financial Group Insurance Agency, LLC36,474$1.8M0.21%Share
57Prime Capital Investment Advisors, LLC34,478$1.7M0.02%Share
58Ausdal Financial Partners, Inc.34,473$1.7M0.08%Share
59Legacy Financial Advisors, Inc.32,637$1.6M0.22%Share
60LIBERTY ONE INVESTMENT MANAGEMENT, LLC30,969$1.5M0.19%Share
61Vantage Financial Partners, LLC30,532$1.5M0.30%Share
62Edge Financial Advisors LLC28,770$1.4M0.59%Share
63Sigma Planning Corp28,344$1.4M0.04%Share
64Klingman & Associates, LLC28,269$1.4M0.07%Share
65NOTTINGHAM ADVISORS, INC.26,680$1.3M0.18%Share
66Bowman & Co S.C.23,197$1.1M0.48%Share
67First Bank & Trust22,506$1.1M0.18%Share
68ADAPT WEALTH ADVISORS, LLC21,457$1.0M0.36%Share
69CITIZENS FINANCIAL GROUP INC/RI21,063$1.0M0.01%Share
70CATHY PARETO & ASSOCIATES, INC20,750$1.0M0.70%Share
71Gladstone Institutional Advisory LLC31,423$1.0M0.04%Share
72Creative Planning29,803$1.0M0.00%Share
73Kestra Advisory Services, LLC25,726$1.0M0.00%Share
74Janney Montgomery Scott LLC22,081$1.0M0.00%Share
75THOROUGHBRED FINANCIAL SERVICES, LLC27,980$1.0M0.06%Share
76Global Retirement Partners, LLC21,500$1.0M0.02%Share
77Western Wealth Management, LLC31,927$1.0M0.05%Share
78JPMORGAN CHASE & CO21,600$1.0M0.00%Share
79GREAT VALLEY ADVISOR GROUP, INC.24,932$1.0M0.02%Share
80OSAIC HOLDINGS, INC.20,750$1.0M0.00%Share
81STIFEL FINANCIAL CORP36,811$1.0M0.00%Share
82SK Wealth Management, LLC17,617$917K0.26%Share
83Obermeyer Wealth Partners17,275$841K0.04%Share
84Claro Advisors Inc.15,656$762K0.10%Share
85Geneos Wealth Management Inc.14,758$719K0.02%Share
86TRUIST FINANCIAL CORP14,250$694K0.00%Share
87Sowell Financial Services LLC14,048$684K0.03%Share
88ROVIN CAPITAL /UT/ /ADV13,304$648K0.17%Share
89Copia Wealth Management12,966$631K0.45%Share
90Marshall Financial Group, LLC12,060$587K0.11%Share
91RETIREMENT PLANNING GROUP, LLC / NY11,942$581K0.40%Share
92Stratos Wealth Partners, LTD.11,889$579K0.01%Share
93TSFG, LLC11,613$566K0.08%Share
94Key FInancial Inc10,934$532K0.10%Share
95Swisher Financial Concepts, Inc.10,765$524K0.30%Share
96NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,615$517K0.03%Share
97Avior Wealth Management, LLC10,125$493K0.02%Share
98SILVER OAK SECURITIES, INCORPORATED9,544$469K0.03%Share
99New Insight Wealth Advisors9,615$468K0.17%Share
100KMG FIDUCIARY PARTNERS, LLC8,605$419K0.03%Share
101S.A. Mason LLC8,425$410K0.16%Share
102Advisor OS, LLC7,500$365K0.03%Share
103Cornerstone Financial Group, LLC /NE/7,355$358K0.25%Share
104Whitaker-Myers Wealth Managers, LTD.7,284$354K0.07%Share
105INSIGNEO ADVISORY SERVICES, LLC6,952$338K0.02%Share
106Pine Harbor Wealth Management, LLC6,909$336K0.10%Share
107HALL CAPITAL MANAGEMENT CO INC6,700$326K0.13%Share
108WORLD EQUITY GROUP, INC.6,429$313K0.09%Share
109TRUST CO OF TOLEDO NA /OH/6,365$310K0.03%Share
110Proactive Wealth Strategies LLC6,150$299K0.12%Share
111INTEGRITY WEALTH ADVISORS, INC.5,972$290K0.20%Share
112TRUIST FINANCIAL CORP5,968$290K0.00%Share
113PARSONS CAPITAL MANAGEMENT INC/RI5,850$285K0.02%Share
114Meridian Financial Advisors, LLC5,505$268K0.15%Share
115MWA Asset Management5,436$264K0.15%Share
116KESTRA PRIVATE WEALTH SERVICES, LLC5,367$261K0.00%Share
117Composition Wealth, LLC5,284$257K0.00%Share
118Montis Financial, LLC5,030$245K0.05%Share
119TITLEIST ASSET MANAGEMENT, LLC4,786$233K0.02%Share
120SIGNATURE ESTATE & INVESTMENT ADVISORS LLC4,732$230K0.00%Share
121BURKE & HERBERT BANK & TRUST CO4,726$230K0.06%Share
122BYRNE FINANCIAL FREEDOM, LLC4,561$222K0.10%Share
123Nova Wealth Management, Inc.4,468$217K0.15%Share
124J.W. COLE ADVISORS, INC.4,451$216K0.01%Share
125Farther Finance Advisors, LLC4,435$216K0.00%Share
126Wealthcare Advisory Partners LLC4,248$206K0.00%Share
127Balboa Wealth Partners4,172$203K0.03%Share
128Lodestone Wealth Management LLC3,925$191K0.08%Share
129FLAGSHIP HARBOR ADVISORS, LLC3,735$181K0.01%Share
130First Command Advisory Services, Inc.3,567$173K0.00%Share
131Whipplewood Advisors, LLC3,270$159K0.10%Share
132Allworth Financial LP2,397$116K0.00%Share
133COMERICA BANK2,143$104K0.00%Share
134UBS Group AG2,054$100K0.00%Share
135US BANCORP \DE\2,042$99K0.00%Share
136CREATIVE FINANCIAL DESIGNS INC /ADV1,948$94K0.01%Share
137CWM, LLC1,657$81K0.00%Share
138ELEVATION WEALTH PARTNERS, LLC1,429$69K0.02%Share
139COMERICA BANK1,394$67K0.00%Share
140HM PAYSON & CO1,254$61K0.00%Share
141Capital Analysts, LLC922$45K0.00%Share
142AMERIFLEX GROUP, INC.863$42K0.02%Share
143Greenline Wealth Management LLC637$31K0.03%Share
144PRIVATE TRUST CO NA622$30K0.00%Share
145TOMPKINS FINANCIAL CORP456$22K0.00%Share
146OGOREK ANTHONY JOSEPH /NY/ /ADV422$20K0.01%Share
147US BANCORP \DE\379$18K0.00%Share
148Tidemark, LLC350$17K0.00%Share
149Signature Equity Partners, LLC360$17K0.01%Share
150NBC SECURITIES, INC.268$13K0.00%Share
151AE Wealth Management LLC239$11K0.00%Share
152Founders Financial Alliance, LLC240$11K0.00%Share
153ASSETMARK, INC176$8K0.00%Share
154CVA Family Office, LLC124$6K0.00%Share
155INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC138$6K0.00%Share
156CHESAPEAKE ASSET MANAGEMENT LLC61$6K0.01%Share
157CHESAPEAKE ASSET MANAGEMENT LLC183$6K0.01%Share
158UBS Group AG116$5K0.00%Share
159DHJJ Financial Advisors, Ltd.108$5K0.00%Share
160ALERUS FINANCIAL NA73$3K0.00%Share
161CHESAPEAKE ASSET MANAGEMENT LLC75$3K0.00%Share
162Glass Jacobson Investment Advisors llc48$2K0.00%Share
163Sunbelt Securities, Inc.24$1K0.00%Share
164Fairscale Capital, LLC36$1K0.00%Share
165Cerity Partners LLC20,231$00.00%Share
166Ameritas Investment Partners, Inc.20,009$00.00%Share
167Orion Porfolio Solutions, LLC16,377$00.00%Share
168CIBC Private Wealth Group LLC403$00.00%Share
169BANK OF AMERICA CORP /DE/530$00.00%Share
170Physician Wealth Advisors, Inc.6$00.00%Share
171BARTLETT & CO. WEALTH MANAGEMENT LLC15$00.00%Share
172HighTower Advisors, LLC9,198$00.00%Share
173CITIGROUP INC201$00.00%Share
174CURIO WEALTH, LLC5$00.00%Share
175STIFEL FINANCIAL CORP375$00.00%Share
176OSAIC HOLDINGS, INC.1,111$00.00%Share
177OSAIC HOLDINGS, INC.13,588$00.00%Share
178Waverly Advisors, LLC4,469$00.00%Share
179MERCER GLOBAL ADVISORS INC /ADV5,543$00.00%Share
180RAYMOND JAMES FINANCIAL INC8,178$00.00%Share
181Beacon Pointe Advisors, LLC7,850$00.00%Share
182EP Wealth Advisors, LLC8,649$00.00%Share
183PRINCIPAL SECURITIES, INC.5,177$00.00%Share
184AMERIPRISE FINANCIAL INC5,432$00.00%Share
185AMERIPRISE FINANCIAL INC1,296$00.00%Share
186FMR LLC9,501$00.00%Share
187GTS SECURITIES LLC20,431$00.00%Share
188CAPTRUST FINANCIAL ADVISORS8,222$00.00%Share
189Wealthspire Advisors, LLC17,550$00.00%Share
190Aptus Capital Advisors, LLC1,755$00.00%Share
191Integrated Wealth Concepts LLC5,981$00.00%Share
192BANK OF MONTREAL /CAN/6,828$00.00%Share
193Equitable Holdings, Inc.9,746$00.00%Share
194NATIXIS ADVISORS, LLC10,395$00.00%Share
195Hilltop Holdings Inc.18,837$00.00%Share
196BNP PARIBAS FINANCIAL MARKETS204$00.00%Share
197AQR CAPITAL MANAGEMENT LLC14,681$00.00%Share
198Moors & Cabot, Inc.10,742$00.00%Share
199IFG Advisory, LLC14,748$00.00%Share
200Larson Financial Group LLC11$00.00%Share