Skip to content
Disclosery

RZG INVESCO EXCHANGE TRADED FD T

Follow

S&P SML600 GWT (fund)

57 managers (57 13F filers) reported a position in RZG shares at 2026-03-31, 817,457 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
57
New
5
Added
14
Reduced
21
Sold out
5
Shares held by filers
817,457

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
CWM, LLCin group CWM, LLC124,797$7.11M0.02%-11,11813F-HRTimelineGroup
LPL Financial LLC103,507$5.9M<0.01%-2,61313F-HRTimeline
Horizon Family Wealth, Inc.84,834$4.83M2.55%+12,23013F-HRTimeline
Twelve Points Wealth Management LLC49,803$2.84M0.62%-19713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44,109$2.51M<0.01%-14,23913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,377$2.36M<0.01%+4,16513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,852$1.42M<0.01%+83613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,843$1.36M<0.01%-4813F-HRTimelineGroup
IMC-Chicago, LLC22,786$1.3M0.02%+2,93313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,073$1.26M<0.01%-16313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV19,654$1.12M0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,074$1.09M<0.01%-10113F-HRTimeline
Berger Financial Group, Inc17,921$1.02M0.06%-89413F-HRTimeline
Tempo Wealth, LLC17,083$973K0.17%-1,45013F-HRTimeline
Allworth Financial LP16,888$962K<0.01%-87213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,266$780K<0.01%+13,73613F-HR/ATimelineGroup
Investors Research Corp12,386$706K0.13%-1,65313F-HRTimeline
WILLNER & HELLER, LLC11,355$647K0.48%+2313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,224$639K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,395$592K<0.01%+3,65713F-HR/ATimelineGroup
Pacific Sun Financial Corp9,760$556K0.27%-32013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,717$497K<0.01%-1,20613F-HRTimelineGroup
Purus Wealth Management, LLC8,712$496K0.16%-29313F-HRTimeline
FAS Wealth Partners, Inc.7,876$449K0.03%+1113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,582$432K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,923$394K<0.01%+65113F-HRTimelineGroup
Commonwealth Financial Services, LLC6,192$353K0.06%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,169$351K<0.01%+2,34013F-HR/ATimelineGroup
Cetera Investment Advisers5,921$337K<0.01%+80413F-HRTimeline
American Institute for Advanced Investm…5,451$310K0.2%+6013F-HRTimeline
Heritage Trust Co5,295$302K0.03%013F-HRTimeline
Kaydan Wealth Management, Inc.4,445$253K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,332$247K<0.01%013F-HRTimelineGroup
Trilogy Capital Inc.4,262$243K0.01%013F-HRTimeline
Belpointe Asset Management LLC4,068$232K0.01%-36813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,070$225K<0.01%+1,26813F-HRTimelineGroup
Western Wealth Management, LLC3,929$224K0.01%-10613F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,010$218K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,533$201K<0.01%-6313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,386$193K<0.01%-26213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,950$168K<0.01%-12013F-HRTimelineGroup
FMR LLCin group FMR LLC1,511$86.1K<0.01%+96013F-HRTimelineGroup
Collier Financial1,117$63.6K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/975$55.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC909$52.4K<0.01%013F-HRTimeline
Key Financial Inc687$39.2K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…676$38.5K<0.01%-7413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC555$31.6K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…341$19.4K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.285$16.2K<0.01%013F-HRTimeline
Rossby Financial, LCC222$12.8K<0.01%013F-HRTimeline
Arax Advisory Partners186$10.6K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC90$5.13K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC72$4.15K<0.01%-22,09813F-HRTimeline
NewEdge Advisors, LLC12$694<0.01%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC8$457<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1$64<0.01%013F-HRTimeline