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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

286 managers (290 13F filers) reported a position in RWL shares at 2025-09-30, 45,474,336 shares in all. 38 filers opened a position and 10 filers sold out during the quarter.

Managers
286
13F filers
290
New
38
Added
123
Reduced
73
Sold out
10
Shares held by filers
45,474,336

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Invesco Ltd.in group Invesco Ltd.9,176,334$1.02B0.16%+999,93513F-HRTimelineGroup
LPL Financial LLC5,027,810$556M0.16%+227,09313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,644,674$403M0.09%-39,49513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,082,017$341M0.02%+77,01413F-HR/ATimelineGroup
Allworth Financial LP2,284,609$253M1.12%+32,99713F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC2,269,216$251M2.05%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,193,550$243M0.02%+182,41213F-HR/ATimelineGroup
Fusion Family Wealth, LLC1,581,628$175M13.11%+2,01313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,216,821$132M0.19%-27,48913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp886,475$98.1M0.02%+14,24813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC763,574$84.5M0.11%-117,91613F-HRTimeline
Cetera Investment Advisers761,141$84.2M0.1%+325,99513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC756,020$83.7M0.03%+77,61713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN708,805$78.4M0.02%+21,90913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP637,602$70.3M0.05%+132,60213F-HRTimelineGroup
Kozak & Associates, Inc.570,633$63.3M12.47%-7,78713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…494,364$54.7M0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG486,650$53.9M0.01%-33,82413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding409,623$45.3M+21,905Timeline
Cerity Partners LLCin group Cerity Partners LLC387,486$42.9M0.07%+5,29113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.312,111$34.5M0.25%+7,89013F-HRTimelineGroup
Klingman & Associates, LLC285,548$31.6M1.59%+76213F-HRTimeline
Global Retirement Partners, LLC285,297$31.6M0.71%+16,89913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…253,280$28M0.02%-30,96613F-HRTimelineGroup
Scarborough Advisors, LLC237,928$26.3M4.64%new13F-HRTimeline
Stewardship Advisors, LLC219,942$24.3M5.76%+2,59213F-HRTimeline
Mariner, LLCin group Mariner, LLC200,579$22.2M0.03%+2,59113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA178,519$19.8M<0.01%+21,51713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC176,953$19.6M0.05%-4,36413F-HRTimeline
Merit Financial Group, LLC168,090$18.6M0.17%+4,96913F-HR/ATimeline
Investment Planning Advisors, Inc.161,774$17.9M5.63%+137,54013F-HRTimeline
Atlas Legacy Advisors, LLC160,696$17.8M3.43%+5,29513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…155,279$17.2M0.68%+1,22113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.154,177$17.1M6.29%+3,79913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC148,408$16.4M1.01%+77713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC147,420$16.3M<0.01%+91,22913F-HRTimelineGroup
Asset Allocation Strategies LLC138,933$15.4M3.04%+73,68413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding135,756$15M+6,326Timeline
Private Advisor Group, LLC134,246$14.9M0.07%-8,92913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management131,974$14.6M0.17%+27,81813F-HRTimelineGroup
Cadent Capital Advisors, LLC127,892$14.2M3.75%+5,75513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.126,392$14M0.16%+64,29213F-HRTimelineGroup
Aspire Capital Advisors LLC120,190$13.3M3.28%+1,32213F-HRTimeline
HARBOUR INVESTMENTS, INC.117,634$13M0.3%+6,65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO104,077$11.5M<0.01%+23,37113F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC99,754$11M0.23%+1,65913F-HRTimeline
Colonial River Investments, LLC98,205$10.9M4.01%+2,95213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,251$10.8M0.02%+88513F-HRTimeline
Kraft, Davis & Associates, LLC92,495$10.3M2.51%-1,19813F-HRTimeline
Sonoma Allocations LLC93,749$10.3M3.74%13F-HRTimeline
Cambridge Investment Research Advisors,…92,895$10.3M0.03%+44,00213F-HRTimeline
TFR Capital, LLC.87,932$9.73M3.25%+96113F-HRTimeline
MONECO ADVISORS, LLC79,442$8.79M0.73%+2,85513F-HRTimeline
Petix & Botte Co77,810$8.61M1.99%+10,21713F-HRTimeline
Resonant Capital Advisors, LLC71,901$7.96M0.46%-1,87413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,812$7.84M0.01%-2,83413F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC75,347$7.71M1.68%-59713F-HRTimeline
Prime Capital Investment Advisors, LLC68,377$7.57M0.1%+69513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,958$7.52M0.16%+15,39513F-HRTimelineGroup
Western Wealth Management, LLC67,719$7.49M0.4%-53413F-HRTimeline
Geneos Wealth Management Inc.67,561$7.48M0.19%+1,02213F-HRTimeline
Mission Hills Financial Advisory, LLC64,841$7.18M3.81%+76913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,252$7M0.42%+19,03113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY61,184$6.77M5.06%+4,27013F-HRTimeline
Consolidated Portfolio Review Corp59,582$6.59M0.83%-54113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54,491$6.03M0.12%-92713F-HRTimelineGroup
Avestar Capital, LLC51,436$5.69M0.41%-1,05813F-HRTimeline
Wealth Management Partners, LLC51,260$5.67M1.8%-73513F-HRTimeline
NWAM LLC48,564$5.41M0.29%+87613F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,665$5.4M<0.01%013F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC47,335$5.24M1.64%+6,61413F-HR/ATimeline
Intrua Financial, LLC46,297$5.12M0.6%-72013F-HRTimeline
Total Clarity Wealth Management, Inc.46,135$5.11M1.36%+3,11113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,041$4.87M0.01%+4,39713F-HRTimelineGroup
RVW Wealth, LLC44,031$4.87M0.38%-56113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC43,784$4.85M2.08%+3,63013F-HRTimeline
World Investment Advisors43,230$4.78M0.1%+15413F-HRTimeline
Perennial Investment Advisors, LLC41,638$4.61M0.38%+33313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP40,196$4.45M0.37%-1113F-HRTimelineGroup
AE Wealth Management LLC39,554$4.38M0.03%+3,48813F-HRTimeline
AdvisorNet Financial, Inc39,040$4.32M0.24%+1,77313F-HRTimeline
Empowered Funds, LLC39,003$4.32M0.04%new13F-HRTimeline
Forge Financial Services LLC38,928$4.31M2.02%-14913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth38,442$4.25M0.01%+9,03213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.36,094$3.99M0.24%+3,87413F-HRTimelineGroup
Integrated Wealth Concepts LLC34,296$3.8M0.03%-41613F-HRTimeline
Kelman-Lazarov, Inc.33,110$3.66M0.54%-1313F-HRTimeline
Harbor Asset Planning, Inc.33,105$3.66M3.28%+15813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC32,097$3.55M0.25%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.32,070$3.55M0.07%new13F-HRTimeline
Sanctuary Advisors, LLC29,902$3.31M0.02%-20813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,233$3.23M<0.01%-1,19613F-HRTimelineGroup
OPTIMA CAPITAL LLC27,511$3.04M1.48%+2,21313F-HRTimeline
Sunbelt Securities, Inc.25,353$2.81M0.19%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,261$2.68M0.17%-1,98513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC24,244$2.68M0.77%-100,92513F-HRTimeline
Janney Montgomery Scott LLC23,640$2.62M0.01%+91713F-HRTimeline
Rodgers & Associates, LTD22,624$2.5M0.26%013F-HRTimeline
IHT Wealth Management, LLC22,183$2.45M0.06%+89313F-HRTimeline
&PARTNERS21,869$2.42M0.02%-49013F-HRTimeline
Kingsview Wealth Management, LLC21,819$2.41M0.04%-29,14413F-HRTimeline
Golden State Wealth Management, LLC21,809$2.41M0.27%-92413F-HRTimeline
Ignite Planners, LLC21,696$2.4M0.39%+53513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC21,247$2.35M0.92%+4613F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC21,055$2.33M0.06%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC20,258$2.24M0.76%+1,24813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,171$2.23M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,985$2.21M0.04%+1,15213F-HRTimelineGroup
Solano Wealth Investment Advisors LLC19,975$2.21M1.07%-59113F-HRTimeline
Simplicity Wealth,LLC19,923$2.2M0.13%-28,18813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,900$2.2M<0.01%+10,70013F-HRTimeline
E&G Advisors, LLC17,878$1.98M0.46%+2,12013F-HRTimeline
NewEdge Advisors, LLC17,748$1.96M0.01%+24013F-HRTimeline
Garden State Investment Advisory Servic…16,552$1.83M0.46%+4,99013F-HRTimeline
MTM FINANCIAL GROUP, LLC16,480$1.82M0.9%+2,99513F-HRTimeline
Qube Research & Technologies Ltd15,773$1.75M<0.01%+7,34913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,425$1.71M<0.01%+14,63013F-HRTimelineGroup
Prospera Financial Services Inc15,043$1.67M0.03%+3913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,046$1.66M+5,777Timeline
RIK SAYLOR FINANCIAL, INC.14,956$1.65M1.21%+1,62513F-HRTimeline
Farther Finance Advisors, LLC13,123$1.45M0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,957$1.43M0.03%+32913F-HRTimelineGroup
Amplius Wealth Advisors, LLC12,835$1.42M0.12%-19,88213F-HRTimeline
UPTICK PARTNERS, LLC12,745$1.41M0.37%-61913F-HRTimeline
FMR LLCin group FMR LLC12,340$1.37M<0.01%+29513F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,176$1.35M0.01%+8413F-HRTimeline
LWM Advisory Services, LLC11,983$1.33M0.77%new13F-HRTimeline
Empirical Asset Management, LLC11,795$1.31M0.36%013F-HRTimeline
J.W. COLE ADVISORS, INC.11,207$1.24M0.02%+2,50513F-HRTimeline
Dynamic Advisor Solutions LLC10,672$1.18M0.03%+28113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,158$1.12M<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,105$1.12M0.04%-26613F-HRTimelineGroup
COMERICA BANK9,949$1.1M<0.01%+1,56313F-HRTimeline
Fortis Group Advisors, LLC9,691$1.08M0.19%new13F-HRTimeline
Acorn Wealth Advisors, LLC9,642$1.07M0.33%+1,66813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,308$1.03M0.06%-33913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,197$1.02M<0.01%-1,58913F-HRTimelineGroup
Meridian Financial Advisors, LLC9,066$1M0.57%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,011$997K0.07%-13213F-HRTimeline
Secure Asset Management, LLC8,808$976K0.16%+2,02513F-HRTimeline
Belpointe Asset Management LLC8,652$957K0.04%+27513F-HRTimeline
Redwood Financial Network Corp8,476$938K0.59%+88013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,366$926K<0.01%-1,01013F-HRTimelineGroup
Creative Planningin group Creative Planning8,291$918K<0.01%+1,37613F-HRTimelineGroup
Snowden Capital Advisors LLC8,269$915K0.03%-96413F-HRTimeline
Key Financial Inc7,612$843K0.16%+2,38013F-HRTimeline
Marshall Financial Group, LLC7,539$834K0.16%+2013F-HRTimeline
Obermeyer Wealth Partners7,362$815K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,193$796K0.01%-1,21013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,749$747K-33,729Timeline
BALDWIN WEALTH PARTNERS LLC/MA6,600$730K0.05%013F-HRTimeline
HighTower Advisors, LLC6,502$719K<0.01%+1,26913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,393$707K<0.01%-68113F-HRTimeline
COZAD ASSET MANAGEMENT INC6,272$694K0.06%+413F-HRTimeline
Patriot Financial Group Insurance Agenc…6,048$669K0.09%+30513F-HRTimeline
Nova Wealth Management, Inc.5,995$663K0.47%-1,39313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,892$652K0.02%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC5,881$651K0.14%new13F-HRTimeline
Atria Investments, Inc5,760$637K0.01%-16,80113F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,397$597K0.01%-55513F-HRTimeline
Flaharty Asset Management, LLC5,344$591K0.08%-68013F-HRTimeline
Accurate Wealth Management, LLC5,245$579K0.08%013F-HRTimeline
Advisory Services Network, LLC5,084$563K0.01%-9113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,859$538K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,826$534K<0.01%-11713F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC4,682$518K0.25%+413F-HRTimeline
United Advisor Group, LLC4,617$511K0.07%+17113F-HRTimeline
CORA CAPITAL ADVISORS LLC4,522$500K0.21%013F-HRTimeline
Huntleigh Advisors, Inc.4,272$473K0.08%new13F-HRTimeline
Kovack Advisors, Inc.4,229$468K0.04%-12,42413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,191$464K<0.01%013F-HR/ATimelineGroup
LANDAAS & CO /WI /ADV4,041$447K0.1%+23913F-HRTimeline
Gotham Asset Management, LLC3,800$421K<0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,616$400K0.01%-4113F-HRTimelineGroup
Mutual Advisors, LLC3,500$392K0.01%+1,32513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,472$384K<0.01%-5,06313F-HRTimelineGroup
Financial Partners Group, Inc3,438$380K0.05%-2,07913F-HRTimeline
Sigma Planning Corp3,349$371K0.01%+4213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,346$370K<0.01%+813F-HRTimelineGroup
PRIVATE TRUST CO NA3,313$367K0.03%+89313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,203$354K0.01%+29813F-HRTimelineGroup
Gilbert Capital Group, Inc.3,168$351K0.27%+1913F-HRTimeline
Pacific Sun Financial Corp3,162$350K0.17%013F-HRTimeline
SCS Capital Management LLC3,111$344K<0.01%013F-HRTimeline
Diligent Investors, LLC3,087$342K0.09%+313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,047$337K<0.01%013F-HRTimeline
RFG Advisory, LLC2,922$323K0.01%+14613F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC2,872$318K0.25%013F-HRTimeline
Michels Family Financial, LLC2,866$317K0.25%-19513F-HRTimeline
Main Street Group, LTD2,849$315K0.09%-36913F-HRTimeline
Arkadios Wealth Advisors2,836$314K0.01%-6313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,760$305K0.02%013F-HRTimeline
Hilltop Partners LLC2,730$302K0.09%+613F-HRTimeline
CWM, LLCin group CWM, LLC2,733$302K<0.01%-15413F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…2,693$298K0.05%new13F-HRTimeline
Aspect Partners, LLC2,652$293K0.13%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,911$293K0.03%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP2,631$291K0.02%+20913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,622$290K0.37%+6613F-HRTimeline
Marks Group Wealth Management, Inc2,520$279K0.03%013F-HRTimeline