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Disclosery

RZG INVESCO EXCHANGE TRADED FD T

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S&P SML600 GWT (fund)

62 managers (62 13F filers) reported a position in RZG shares at 2026-06-30, 801,797 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
13
Added
14
Reduced
20
Sold out
7
Shares held by filers
801,797

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
LPL Financial LLC99,485$7.23M<0.01%-4,02213F-HRTimeline
Horizon Family Wealth, Inc.84,996$6.18M2.82%+16213F-HRTimeline
Global View Capital Management LLC53,946$3.92M0.81%new13F-HRTimeline
Twelve Points Wealth Management LLC49,286$3.58M0.72%-51713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY45,986$3.34M<0.01%+1,87713F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC41,705$3.03M0.29%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,501$2.94M<0.01%-87613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,657$2.92M<0.01%+26,39113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,127$1.9M<0.01%+1,27513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,480$1.71M<0.01%-36313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,419$1.7M<0.01%+1,34613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,971$1.67M<0.01%+16,80213F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV19,654$1.43M0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…18,784$1.37M<0.01%-29013F-HR/ATimeline
Berger Financial Group, Inc17,525$1.27M0.07%-39613F-HRTimeline
Allworth Financial LP16,711$1.21M0.01%-17713F-HRTimeline
Tempo Wealth, LLC16,603$1.21M0.18%-48013F-HRTimeline
WILLNER & HELLER, LLC11,339$824K0.52%-1613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,094$734K<0.01%-30113F-HRTimelineGroup
Pacific Sun Financial Corp8,720$634K0.26%-1,04013F-HRTimeline
Purus Wealth Management, LLC8,328$605K0.17%-38413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,297$603K<0.01%-42013F-HRTimelineGroup
FAS Wealth Partners, Inc.7,632$555K0.03%-24413F-HRTimeline
Investors Research Corp7,349$534K0.1%-5,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,729$489K<0.01%-19413F-HRTimelineGroup
Commonwealth Financial Services, LLC6,192$450K0.06%013F-HRTimeline
Cetera Investment Advisers6,014$437K<0.01%+9313F-HRTimeline
American Institute for Advanced Investm…5,416$394K0.23%-3513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,433$388K<0.01%+1,36313F-HRTimelineGroup
Heritage Trust Co5,295$385K0.03%013F-HRTimeline
Kaydan Wealth Management, Inc.4,445$323K0.1%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,383$319K<0.01%+5113F-HRTimelineGroup
Trilogy Capital Inc.4,272$311K0.01%+1013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,219$307K<0.01%+20913F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,138$301K<0.01%+60513F-HRTimelineGroup
Belpointe Asset Management LLC3,946$287K0.01%-12213F-HRTimeline
HCR Wealth Advisors3,234$235K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,220$234K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,129$227K<0.01%-25713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,000$218K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,950$214K<0.01%013F-HRTimelineGroup
RMR Wealth Builders2,910$212K0.01%new13F-HRTimeline
Focus Financial Network, Inc.2,904$211K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,868$208K<0.01%new13F-HRTimelineGroup
Fiduciary Alliance LLC2,818$205K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,762$201K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,711$197K<0.01%+1,20013F-HRTimelineGroup
Collier Financial1,117$81.2K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/975$70.9K0.01%013F-HRTimeline
Key Financial Inc687$50K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…616$44.8K<0.01%-6013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC555$40.3K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…404$29.4K<0.01%+6313F-HRTimelineGroup
Geneos Wealth Management Inc.285$20.7K<0.01%013F-HRTimeline
Rossby Financial, LCC222$16.1K<0.01%013F-HRTimeline
Arax Advisory Partners186$13.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…90$6.54K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA42$3.05K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC14$1.02K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC12$887<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8$583<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1$73<0.01%013F-HRTimeline