Skip to content
Disclosery

RFV INVESCO EXCHANGE TRADED FD T

Follow

S&P MDCP400 VL (fund)

94 managers (96 13F filers) reported a position in RFV shares at 2026-06-30, 987,685 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
94
13F filers
96
New
14
Added
30
Reduced
26
Sold out
3
Shares held by filers
987,685

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY183,662$26.3M<0.01%+2,13813F-HRTimelineGroup
LPL Financial LLC172,386$24.6M0.01%+6,50113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA77,650$11.1M<0.01%+6,17013F-HRTimelineGroup
Sanctuary Advisors, LLC49,184$7.03M0.03%+79913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,964$7M<0.01%-66413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC45,183$6.46M0.01%-38913F-HRTimeline
Cetera Investment Advisers36,393$5.2M<0.01%-11913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,164$3.88M<0.01%-47013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,607$3.37M<0.01%+55213F-HRTimelineGroup
Kingsview Wealth Management, LLC22,031$3.15M0.04%+2,49313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,984$2.14M<0.01%+10,94213F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,818$2.12M<0.01%-2,03013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,933$1.85M<0.01%-1,44113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,829$1.7M<0.01%+2,39313F-HRTimelineGroup
BNB Wealth Management, LLC11,867$1.7M0.93%-24013F-HRTimeline
Axiom Financial Strategies, LLC11,742$1.68M0.53%-1,63313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,350$1.62M<0.01%-7813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,781$1.54M<0.01%+2,19913F-HRTimeline
Saxony Capital Management, LLC10,237$1.46M0.67%+1,22013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,128$1.45M<0.01%+46913F-HRTimelineGroup
Advisory Services Network, LLC10,045$1.44M0.02%+92613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,343$1.34M-2,072Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,174$1.17M<0.01%-12213F-HRTimelineGroup
Merit Financial Group, LLC7,675$1.1M0.01%-18,11813F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,381$1.05M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,243$1.04M<0.01%+1,98313F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,973$997K0.01%-4,60413F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,944$850K<0.01%+78713F-HRTimelineGroup
Focus Financial Network, Inc.5,516$788K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,202$744K0.01%+17113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,133$734K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.5,080$726K0.01%+39713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,742$678K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC4,630$662K0.03%-3,37513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,467$638K<0.01%-48113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,400$629K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors4,232$605K0.01%+32513F-HRTimeline
Unified Investment Management4,068$581K0.54%+413F-HRTimeline
Mariner, LLCin group Mariner, LLC3,993$571K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC3,856$551K<0.01%+2813F-HRTimeline
Private Advisor Group, LLC3,603$515K<0.01%-113F-HRTimeline
Creative Planningin group Creative Planning3,532$505K<0.01%-13113F-HRTimelineGroup
Twelve Points Wealth Management LLC3,393$485K0.1%-81513F-HRTimeline
J.W. COLE ADVISORS, INC.2,904$415K0.01%-2913F-HRTimeline
S.A. Mason LLC2,820$403K0.12%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,811$402K0.01%+15813F-HRTimeline
Dale Q Rice Investment Management Ltd2,642$378K0.2%-22313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,594$371K-80Timeline
Kelman-Lazarov, Inc.2,400$343K0.04%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,355$336K0.02%+213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,298$329K0.01%+113F-HRTimeline
CoreCap Advisors, LLC2,281$326K0.01%+7713F-HRTimeline
Reliant Investment Partners, LLC2,209$316K0.21%-213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,915$274K<0.01%+31513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,886$269K<0.01%+213F-HR/ATimeline
GREENLEAF TRUST1,825$261K<0.01%013F-HRTimeline
Well Done, LLC1,825$261K0.04%013F-HRTimeline
Purus Wealth Management, LLC1,813$259K0.07%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,767$253K<0.01%+2113F-HRTimelineGroup
Prospera Financial Services Inc1,685$241K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,602$229K<0.01%+13913F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…1,507$215K0.08%new13F-HRTimeline
Meridian Wealth Management, LLC1,477$211K0.01%new13F-HRTimeline
CARLSON FINANCIAL, INC.1,461$209K0.11%new13F-HRTimeline
IFP Advisors, Inc1,059$151K<0.01%013F-HRTimeline
JNBA Financial Advisors1,038$148K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/932$133K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC797$114K0.01%013F-HRTimeline
Parallel Advisors, LLC572$81.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV496$70.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC439$62.7K<0.01%-33113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA353$50.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\300$42.9K<0.01%-20013F-HRTimelineGroup
Buck Wealth Strategies, LLC280$40K<0.01%new13F-HRTimeline
UMB Bank, n.a.200$28.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.200$28.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC176$25.2K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC163$23.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO151$21.7K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC151$21.6K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.116$16.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC112$16K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…89$12.7K<0.01%+4213F-HRTimeline
IFG Advisory, LLC88$12.6K<0.01%new13F-HRTimeline
Main Street Group, LTD80$11.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC70$10K<0.01%-4013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS53$7.62K<0.01%new13F-HRTimeline
Archer Investment Corp44$6.29K<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC40$5.72K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37$5.3K<0.01%+113F-HRTimelineGroup
Robinswood Financial LLC31$4.43K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.16$2.29K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7$1K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.