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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

299 managers (302 13F filers) reported a position in RWL shares at 2025-12-31, 47,684,818 shares in all. 28 filers opened a position and 25 filers sold out during the quarter.

Managers
299
13F filers
302
New
28
Added
144
Reduced
66
Sold out
25
Shares held by filers
47,684,818

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Invesco Ltd.in group Invesco Ltd.9,001,402$1.03B0.1%-174,93213F-HRTimelineGroup
LPL Financial LLC5,870,899$672M0.18%+843,08913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,770,378$432M0.1%+125,70413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,154,989$361M0.02%+72,97213F-HR/ATimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,271,112$260M2.09%+1,89613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,189,385$251M0.02%-4,16513F-HRTimelineGroup
Fusion Family Wealth, LLC1,628,324$186M14.13%+46,69613F-HRTimeline
Allworth Financial LP1,261,650$144M0.59%-1,022,95913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,201,452$138M0.2%-15,36913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp985,133$113M0.02%+98,65813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC894,401$102M0.03%+138,38113F-HRTimelineGroup
Cetera Investment Advisers869,157$99.5M0.11%+108,01613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP790,186$90.6M0.06%+152,58413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN774,689$88.7M0.02%+65,88413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC759,448$87M0.12%-4,12613F-HRTimeline
Kozak & Associates, Inc.575,024$67.9M13.12%+4,39113F-HRTimeline
UBS Group AGin group UBS Group AG541,369$62M0.01%+54,71913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding500,154$57.3M+90,531Timeline
Cerity Partners LLCin group Cerity Partners LLC383,757$43.9M0.06%-3,72913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.352,645$40.4M0.28%+40,53413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC334,486$38.3M0.68%+234,73213F-HR/ATimeline
Stewardship Advisors, LLC312,547$35.8M8.27%+92,60513F-HRTimeline
Klingman & Associates, LLC302,357$34.6M1.67%+16,80913F-HRTimeline
Global Retirement Partners, LLC295,565$33.8M0.6%+10,26813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…276,526$31.7M0.02%+23,24613F-HR/ATimelineGroup
Tanglewood Legacy Advisors, LLC273,240$31.3M11.75%+272,82913F-HRTimeline
Private Advisor Group, LLC254,783$29.2M0.14%+120,53713F-HRTimeline
Scarborough Advisors, LLC241,449$27.6M4.67%+3,52113F-HRTimeline
Everest Financial Group LLC238,961$27.4M6.12%13F-HRTimeline
Asset Allocation Strategies LLC235,917$27M5%+96,98413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC205,753$23.6M1.4%+57,34513F-HRTimeline
Mariner, LLCin group Mariner, LLC202,955$23.2M0.03%+2,37613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC191,618$21.9M0.05%+14,66513F-HRTimeline
Atlas Legacy Advisors, LLC182,893$20.9M3.68%+22,19713F-HRTimeline
Merit Financial Group, LLC175,248$20.1M0.16%+7,15813F-HRTimeline
Sanctuary Advisors, LLC174,688$20M0.11%+144,78613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC172,427$19.7M<0.01%+25,00713F-HR/ATimelineGroup
Investment Planning Advisors, Inc.165,859$19M5.53%+4,08513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding163,459$18.7M+27,703Timeline
DENVER WEALTH MANAGEMENT, INC.159,604$18.3M6.48%+5,42713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…156,019$17.9M0.66%+74013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO144,935$16.6M<0.01%+40,85813F-HRTimelineGroup
Blue Water Asset Management142,675$16.3M5.88%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.138,880$15.9M0.18%+12,48813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA138,185$15.8M<0.01%-40,33413F-HRTimelineGroup
Cambridge Investment Research Advisors,…130,664$15M0.04%+37,76913F-HRTimeline
Cadent Capital Advisors, LLC128,726$14.7M3.89%+83413F-HRTimeline
Aspire Capital Advisors LLC121,932$14M3.28%+1,74213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management113,951$13M0.15%-18,02313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.112,081$12.8M0.26%-5,55313F-HRTimeline
Sonoma Allocations LLC102,737$12.2M4.04%+8,98813F-HRTimeline
Colonial River Investments, LLC102,998$11.8M4.2%+4,79313F-HRTimeline
Kraft, Davis & Associates, LLC98,730$11.6M2.61%+6,23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,115$10.9M0.01%-4,13613F-HRTimeline
Petix & Botte Co92,168$10.6M2.39%+14,35813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …91,371$10.5M0.21%+23,41313F-HRTimelineGroup
TFR Capital, LLC.89,813$10.3M3.41%+1,88113F-HRTimeline
MONECO ADVISORS, LLC83,759$9.59M0.76%+4,31713F-HRTimeline
Total Clarity Wealth Management, Inc.76,279$8.73M2.11%+30,14413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS75,000$8.59M0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.71,068$8.14M0.2%+3,50713F-HRTimeline
Resonant Capital Advisors, LLC71,003$8.13M0.45%-89813F-HRTimeline
Prime Capital Investment Advisors, LLC70,648$8.09M0.1%+2,27113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY70,323$8.05M5.49%+9,13913F-HRTimeline
Western Wealth Management, LLC66,907$7.66M0.35%-81213F-HRTimeline
Legacy Capital Wealth Partners, LLC72,517$7.63M1.64%-2,83013F-HRTimeline
Mission Hills Financial Advisory, LLC66,230$7.58M4%+1,38913F-HRTimeline
Steward Partners Investment Advisory, L…64,211$7.35M0.04%+52,03513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,148$7.23M0.01%-7,66413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC60,456$6.92M0.33%-2,79613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC56,095$6.42M0.13%+1,60413F-HRTimelineGroup
Garden State Investment Advisory Servic…54,804$6.28M1.49%+38,25213F-HRTimeline
NWAM LLC51,759$6.13M0.34%+3,19513F-HRTimeline
Oxford Wealth Group, LLC53,547$6.13M2.98%13F-HRTimeline
Avestar Capital, LLC51,990$5.95M0.41%+55413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC50,751$5.81M1.7%+3,41613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP48,074$5.5M0.31%+38,76613F-HRTimeline
Wealth Management Partners, LLC47,752$5.47M1.56%-3,50813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC46,541$5.33M1.94%+2,75713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,346$5.31M0.01%+17,11313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,615$5.11M0.01%+57413F-HR/ATimelineGroup
Intrua Financial, LLC44,022$5.04M0.55%-2,27513F-HRTimeline
AE Wealth Management LLC43,769$5.01M0.03%+4,21513F-HRTimeline
RVW Wealth, LLC43,443$4.97M0.38%-58813F-HRTimeline
Perennial Investment Advisors, LLC42,342$4.85M0.38%+70413F-HRTimeline
AdvisorNet Financial, Inc41,963$4.8M0.26%+2,92313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP40,122$4.59M0.36%-7413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding39,964$4.58M+1,522Timeline
Forge Financial Services LLC38,550$4.41M1.89%-37813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.38,198$4.37M0.25%+2,10413F-HRTimelineGroup
World Investment Advisors37,716$4.32M0.07%-5,51413F-HR/ATimeline
NewEdge Advisors, LLC36,230$4.15M0.02%+18,48213F-HRTimeline
Harbor Asset Planning, Inc.35,335$4.05M3.46%+2,23013F-HRTimeline
Ignite Planners, LLC33,142$3.91M0.6%+11,44613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …34,095$3.9M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,725$3.75M0.04%+12,74013F-HRTimelineGroup
Kelman-Lazarov, Inc.32,654$3.74M0.53%-45613F-HRTimeline
Sunbelt Securities, Inc.30,801$3.53M0.24%+5,44813F-HRTimeline
AssuredPartners Investment Advisors, LLC30,714$3.52M0.52%+24,83313F-HRTimeline
OPTIMA CAPITAL LLC29,858$3.42M1.48%+2,34713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC29,368$3.36M0.16%-2,72913F-HRTimeline
Vestmark Advisory Solutions, Inc.29,268$3.35M0.05%-2,80213F-HRTimeline
IHT Wealth Management, LLC25,104$2.87M0.07%+2,92113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,508$2.81M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC24,363$2.79M0.01%+72313F-HRTimeline
Qube Research & Technologies Ltd23,217$2.66M<0.01%+7,44413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC22,583$2.59M0.72%-1,66113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,276$2.55M0.06%+1,22113F-HRTimeline
Rodgers & Associates, LTD22,199$2.54M0.26%-42513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC21,125$2.42M0.94%-12213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,921$2.4M<0.01%+75013F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC20,890$2.39M0.83%+63213F-HRTimeline
Integrated Wealth Concepts LLC20,258$2.32M0.03%-14,03813F-HRTimeline
Simplicity Wealth,LLC19,708$2.26M0.13%-21513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,303$2.21M0.12%-4,95813F-HRTimeline
MTM FINANCIAL GROUP, LLC18,959$2.17M1.04%+2,47913F-HRTimeline
Solano Wealth Investment Advisors LLC18,928$2.17M1.07%-1,04713F-HRTimeline
E&G Advisors, LLC18,483$2.12M0.47%+60513F-HRTimeline
Golden State Wealth Management, LLC18,416$2.11M0.22%-3,39313F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.18,303$2.1M1.47%new13F-HRTimeline
&PARTNERS18,235$2.09M0.01%-3,63413F-HRTimeline
Kingsview Wealth Management, LLC17,981$2.06M0.03%-3,83813F-HRTimeline
Meridian Financial Advisors, LLC17,439$2M1.09%+8,37313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.16,696$1.91M1.4%+1,74013F-HRTimeline
Prospera Financial Services Inc16,612$1.9M0.03%+1,56913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,919$1.82M<0.01%+49413F-HRTimelineGroup
Atria Investments, Inc15,846$1.81M0.02%+10,08613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,981$1.72M-65Timeline
Fortis Group Advisors, LLC14,250$1.68M0.28%+4,55913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,885$1.59M0.59%new13F-HRTimeline
FMR LLCin group FMR LLC13,828$1.58M<0.01%+1,48813F-HRTimelineGroup
Farther Finance Advisors, LLC13,277$1.52M0.02%+15413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,199$1.51M0.03%+24213F-HRTimelineGroup
HighPoint Advisor Group LLC13,117$1.5M0.03%new13F-HRTimeline
Daybright Advisory Services, Inc.12,487$1.43M0.38%13F-HRTimeline
UPTICK PARTNERS, LLC12,414$1.42M0.3%-33113F-HRTimeline
LWM Advisory Services, LLC12,298$1.41M0.83%+31513F-HRTimeline
Empirical Asset Management, LLC11,817$1.35M0.38%+2213F-HRTimeline
J.W. COLE ADVISORS, INC.11,793$1.34M0.03%+58613F-HRTimeline
Amplius Wealth Advisors, LLC11,651$1.33M0.11%-1,18413F-HRTimeline
COMERICA BANK11,219$1.28M0.01%+1,27013F-HRTimeline
Dynamic Advisor Solutions LLC10,775$1.23M0.04%+10313F-HRTimeline
Redwood Financial Network Corp10,431$1.19M0.76%+1,95513F-HRTimeline
Acorn Wealth Advisors, LLC10,326$1.18M0.35%+68413F-HRTimeline
Keating Financial Advisory Services, In…10,243$1.17M0.16%13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp10,158$1.16M<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,970$1.14M0.04%-13513F-HRTimelineGroup
Secure Asset Management, LLC9,451$1.08M0.17%+64313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,101$1.04M0.07%+9013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,900$1.02M<0.01%-11,00013F-HRTimeline
Belpointe Asset Management LLC8,661$992K0.04%+913F-HRTimeline
Creative Planningin group Creative Planning8,580$982K<0.01%+28913F-HRTimelineGroup
Snowden Capital Advisors LLC8,516$975K0.03%+24713F-HRTimeline
Obermeyer Wealth Partners7,362$843K0.04%013F-HRTimeline
Marshall Financial Group, LLC7,294$835K0.16%-24513F-HRTimeline
Key Financial Inc7,135$817K0.15%-47713F-HRTimeline
HighTower Advisors, LLC6,649$761K<0.01%+14713F-HRTimeline
Patriot Financial Group Insurance Agenc…6,629$759K0.09%+58113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA6,600$756K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,389$732K<0.01%-413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,344$726K<0.01%-2,85313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC6,276$719K0.06%+413F-HRTimeline
Kovack Advisors, Inc.6,134$702K0.03%+1,90513F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC5,747$658K0.04%13F-HRTimeline
MOR Wealth Management, LLC5,746$658K0.3%13F-HRTimeline
Nova Wealth Management, Inc.5,608$642K0.44%-38713F-HRTimeline
Accurate Wealth Management, LLC5,245$619K0.08%013F-HRTimeline
Flaharty Asset Management, LLC5,350$613K0.08%+613F-HRTimeline
Advisory Services Network, LLC5,002$573K0.01%-8213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,915$563K<0.01%-3,45113F-HRTimelineGroup
United Advisor Group, LLC4,895$560K0.07%+27813F-HRTimeline
LANDAAS & CO /WI /ADV4,863$557K0.12%+82213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,859$556K0.04%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,686$537K0.21%+413F-HRTimeline
CORA CAPITAL ADVISORS LLC4,522$518K0.2%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,315$494K<0.01%+12413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,052$464K0.01%-3,14113F-HRTimelineGroup
Gotham Asset Management, LLC3,800$435K<0.01%013F-HRTimeline
Sigma Planning Corp3,766$431K0.01%+41713F-HRTimeline
PRIVATE TRUST CO NA3,517$403K0.04%+20413F-HRTimeline
Mutual Advisors, LLC3,500$401K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,487$399K0.01%+28413F-HRTimelineGroup
Financial Partners Group, Inc3,351$395K0.05%-8713F-HRTimeline
RFG Advisory, LLC3,381$387K0.01%+45913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,365$387K<0.01%+1913F-HR/ATimelineGroup
Ritter Daniher Financial Advisory LLC /…3,379$387K0.06%+68613F-HRTimeline
Aprio Wealth Management, LLC3,265$374K0.02%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,211$368K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,209$367K<0.01%+47613F-HRTimelineGroup
Gilbert Capital Group, Inc.3,168$363K0.27%013F-HRTimeline
Pacific Sun Financial Corp3,162$362K0.17%013F-HRTimeline
SCS Capital Management LLC3,111$356K<0.01%013F-HRTimeline
Retireful, LLC3,107$356K0.45%new13F-HRTimeline
GWN SECURITIES INC.3,064$351K0.07%+76813F-HRTimeline
Diligent Investors, LLC3,052$349K0.09%-3513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,047$349K<0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,960$339K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD2,887$331K0.11%+3813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC2,872$329K0.25%013F-HRTimeline
Arkadios Wealth Advisors2,868$328K0.01%+3213F-HRTimeline