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Disclosery

RFV INVESCO EXCHANGE TRADED FD T

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S&P MDCP400 VL (fund)

85 managers (86 13F filers) reported a position in RFV shares at 2026-03-31, 965,094 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
85
13F filers
86
New
7
Added
31
Reduced
27
Sold out
9
Shares held by filers
965,094

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY181,524$23.6M<0.01%+3,13113F-HRTimelineGroup
LPL Financial LLC165,885$21.6M0.01%-3,32313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,480$9.29M<0.01%+9,44313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,628$6.45M<0.01%-85113F-HRTimelineGroup
Sanctuary Advisors, LLC48,385$6.29M0.03%-1,30913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,572$5.92M0.01%+8,01513F-HRTimeline
Cetera Investment Advisers36,512$4.75M0.01%-78013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,634$3.59M<0.01%-15,44513F-HRTimelineGroup
Merit Financial Group, LLC25,793$3.35M0.02%-3,60213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,055$3M<0.01%+7,45313F-HR/ATimelineGroup
Kingsview Wealth Management, LLC19,538$2.54M0.03%+26113F-HRTimeline
Cambridge Investment Research Advisors,…16,848$2.19M0.01%-2,91313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,374$1.87M<0.01%+1,49613F-HRTimelineGroup
Axiom Financial Strategies, LLC13,375$1.74M0.61%+7,51713F-HRTimeline
BNB Wealth Management, LLC12,107$1.57M1.01%+1,14413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,577$1.5M0.02%-51813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,428$1.49M<0.01%-2,34513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding11,415$1.48M-72,950Timeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,659$1.26M<0.01%+34513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,436$1.21M<0.01%+1,38213F-HRTimelineGroup
Advisory Services Network, LLC9,119$1.19M0.02%+1,63313F-HRTimeline
Saxony Capital Management, LLC9,017$1.17M0.68%+3,70413F-HRTimeline
MML INVESTORS SERVICES, LLC8,582$1.12M<0.01%-2,85813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,296$1.08M<0.01%-1,52813F-HR/ATimelineGroup
Strategic Blueprint, LLC8,005$1.04M0.06%+81313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,260$684K<0.01%-59113F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,157$670K<0.01%+57713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,133$667K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,031$654K0.01%+15513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,948$643K<0.01%+55313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,742$616K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.4,683$609K0.01%+2,87713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,332$563K<0.01%+75013F-HRTimelineGroup
Twelve Points Wealth Management LLC4,208$547K0.12%-213F-HRTimeline
Unified Investment Management4,064$528K0.54%+37613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,042$525K<0.01%+40813F-HRTimelineGroup
Arkadios Wealth Advisors3,907$508K0.01%013F-HRTimeline
Waverly Advisors, LLC3,828$498K<0.01%+1513F-HRTimeline
Creative Planningin group Creative Planning3,663$476K<0.01%-89513F-HRTimelineGroup
Private Advisor Group, LLC3,604$468K<0.01%-20713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,960$385K0.01%+8713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,933$381K0.01%+1513F-HRTimeline
Dale Q Rice Investment Management Ltd2,865$372K0.28%-1713F-HRTimeline
S.A. Mason LLC2,820$367K0.14%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…2,674$348K0.02%-35613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.2,653$345K0.01%+67913F-HRTimeline
Kelman-Lazarov, Inc.2,400$312K0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,353$305K0.02%-1013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,297$299K0.01%-9113F-HR/ATimeline
Reliant Investment Partners, LLC2,211$287K0.24%-813F-HRTimeline
CoreCap Advisors, LLC2,204$286K0.01%+7113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,884$245K<0.01%new13F-HRTimeline
GREENLEAF TRUST1,825$237K<0.01%013F-HRTimeline
Well Done, LLC1,825$237K0.03%013F-HRTimeline
Purus Wealth Management, LLC1,812$236K0.08%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,746$227K<0.01%+913F-HRTimelineGroup
Prospera Financial Services Inc1,685$219K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,600$208K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,463$190K<0.01%-30113F-HRTimelineGroup
IFP Advisors, Inc1,059$138K<0.01%013F-HRTimeline
JNBA Financial Advisors1,038$135K0.01%-5313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/932$121K<0.01%+50013F-HRTimelineGroup
Golden State Wealth Management, LLC797$104K0.01%013F-HRTimeline
NewEdge Advisors, LLC770$100K<0.01%-413F-HR/ATimeline
Parallel Advisors, LLC572$74.3K<0.01%-7813F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\500$65K<0.01%-10013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV496$64.5K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA353$45.9K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.200$26K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.200$26K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC176$22.8K<0.01%+113F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC163$21.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO151$19.3K<0.01%+12113F-HR/ATimelineGroup
McIlrath & Eck, LLC137$17.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC111$14.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC110$14.4K<0.01%013F-HRTimeline
Main Street Group, LTD80$10.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…47$6.17K<0.01%013F-HRTimeline
Archer Investment Corp44$5.72K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36$4.8K<0.01%-1,20113F-HRTimelineGroup
Robinswood Financial LLC31$4.03K<0.01%new13F-HR/ATimeline
Nova Wealth Management, Inc.16$2.08K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC12$1.56K<0.01%13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC7$970<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.