Institutional Ownership Invesco Fd Tr S&P Smallcap 600 (RZG)
This table provides information about the institutional ownership of Invesco Fd Tr S&P Smallcap 600 (RZG). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 870,351 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
144,371
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
104,335
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
77,076
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
57,363
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 39.0%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
50,013
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
39,298
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
32,877
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
27,534
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
24,552
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,457
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
23,036
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
22,098
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 804.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
20,100
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,493
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
18,814
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18,322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
14,401
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,379
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
11,322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
10,890
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
10,045
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,081
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 59.23%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,005
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
7,861
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,642
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.53%
|
|