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Disclosery

RZV INVESCO EXCHANGE TRADED FD T

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ETF (fund)

65 managers (66 13F filers) reported a position in RZV shares at 2025-12-31, 899,222 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
65
13F filers
66
New
9
Added
14
Reduced
24
Sold out
9
Shares held by filers
899,222

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
Systematic Alpha Investments, LLC306,488$36.4M1.14%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …73,979$8.8M0.17%+1,09613F-HRTimelineGroup
LPL Financial LLC71,170$8.46M<0.01%-22,86813F-HRTimeline
Armbruster Capital Management, Inc.65,922$7.84M1.32%-2,72113F-HRTimeline
IMC-Chicago, LLC43,326$5.15M0.09%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,362$3.97M<0.01%+59813F-HRTimelineGroup
THEORY FINANCIAL LLC28,319$3.64M1.23%-3,06913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,444$2.31M<0.01%+3,14113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,679$2.22M<0.01%-32413F-HR/ATimelineGroup
Smallwood Wealth Investment Management,…15,439$1.84M0.96%+2813F-HRTimeline
Merit Financial Group, LLC14,870$1.77M0.01%-1,36613F-HRTimeline
NTV Asset Management LLC12,650$1.5M0.16%-1,69613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,594$1.5M<0.01%+33813F-HRTimeline
UBS Group AGgroup of 2 filers holding12,237$1.46M-3,953Timeline
CAPTRUST FINANCIAL ADVISORS10,527$1.25M<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,960$1.18M<0.01%-613F-HRTimelineGroup
Fortis Group Advisors, LLC9,067$1.17M0.2%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,663$1.15M<0.01%-1613F-HRTimelineGroup
Lester Murray Antman dba SimplyRich8,521$1.01M0.26%-4613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,492$1.01M0.01%+18213F-HRTimelineGroup
Discipline Wealth Solutions, LLC8,071$960K0.18%-66913F-HRTimeline
Innova Wealth Partners7,820$930K0.47%+9113F-HRTimeline
Ayalon Insurance Comp Ltd.7,023$835K0.2%013F-HRTimeline
American Institute for Advanced Investm…5,760$685K0.44%-10513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,701$678K0.04%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,587$664K<0.01%-6,51813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,529$658K<0.01%-1,91613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,818$573K<0.01%-1,04913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,800$571K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,776$568K<0.01%+36813F-HR/ATimelineGroup
Cetera Investment Advisers4,624$550K<0.01%-94413F-HRTimeline
Creative Planningin group Creative Planning4,370$520K<0.01%+1213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,202$500K<0.01%-19613F-HRTimelineGroup
Twelve Points Wealth Management LLC3,830$488K0.11%-33513F-HRTimeline
MML INVESTORS SERVICES, LLC3,593$427K<0.01%+21413F-HRTimeline
IFP Advisors, Inc3,523$419K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…2,847$339K<0.01%013F-HRTimeline
Private Advisory Group LLC2,709$322K0.03%013F-HRTimeline
Janney Montgomery Scott LLC2,463$293K<0.01%013F-HRTimeline
Worth Asset Management, LLC2,302$274K0.12%-77713F-HRTimeline
LOM Asset Management Ltd2,300$274K0.08%+39513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,260$269K<0.01%+1,37513F-HRTimelineGroup
Focus Financial Network, Inc.2,094$249K0.01%-613F-HRTimeline
CWM, LLCin group CWM, LLC2,047$243K<0.01%+18013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,998$238K<0.01%-55613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,804$215K<0.01%-3613F-HRTimelineGroup
HighTower Advisors, LLC1,774$211K<0.01%-47513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,437$171K0.01%new13F-HRTimeline
Allworth Financial LP1,200$143K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC458$54.5K0.01%013F-HRTimeline
Global Retirement Partners, LLC282$33.5K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC281$33.5K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…277$32.9K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners276$32.8K<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/231$27.5K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC222$26K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200$23.8K<0.01%013F-HR/ATimelineGroup
Greykasell Wealth Strategies, Inc.200$23.8K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.200$23.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC191$22.7K<0.01%+11713F-HRTimeline
CoreCap Advisors, LLC176$21K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…128$15.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC126$15K<0.01%-5413F-HRTimelineGroup
Sankala Group LLC3$403<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.