DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RFV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
96
Reporting holders
$143.3M
Reported value
0.0%
Calls
0.0%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $26.3M | 183,662 | 0.00% | 33q | +1.2%+$305.6K |
| LPL Financial LLC | $24.6M | 172,386 | 0.01% | 31q | +3.9%+$929.2K |
| ROYAL BANK OF CANADA | $11.1M | 77,650 | 0.00% | 31q | +8.6%+$881.9K |
| Sanctuary Advisors, LLC | $7.0M | 49,184 | 0.03% | 9q | +1.7%+$114.2K |
| RAYMOND JAMES FINANCIAL INC | $7.0M | 48,964 | 0.00% | 7q | -1.3%-$94.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 45,183 | 0.01% | 31q | -0.9%-$55.6K |
| Cetera Investment Advisers | $5.2M | 36,393 | 0.00% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.2M | 29,636 | 0.00% | 22q | +75.9%+$1.8M |
| BANK OF AMERICA CORP /DE/ | $3.9M | 27,164 | 0.00% | 31q | -1.7%-$67.2K |
| WELLS FARGO & COMPANY/MN | $3.4M | 23,607 | 0.00% | 31q | +2.4%+$78.9K |
| Kingsview Wealth Management, LLC | $3.1M | 22,031 | 0.04% | 8q | +12.8%+$356.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 14,984 | 0.00% | 12q | +270.7%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 12,933 | 0.00% | 14q | -10.0%-$206.0K |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 11,829 | 0.00% | 10q | +25.4%+$343.8K |
| BNB Wealth Management, LLC | $1.7M | 11,867 | 0.93% | 3q | -2.0%-$34.3K |
| Axiom Financial Strategies, LLC | $1.7M | 11,742 | 0.53% | 4q | -12.2%-$233.4K |
| OSAIC HOLDINGS, INC. | $1.6M | 11,350 | 0.00% | 26q | -0.7%-$11.2K |
| MML INVESTORS SERVICES, LLC | $1.5M | 10,781 | 0.00% | 14q | +25.6%+$314.3K |
| Saxony Capital Management, LLC | $1.5M | 10,237 | 0.67% | 4q | +13.5%+$174.4K |
| Kestra Advisory Services, LLC | $1.4M | 10,128 | 0.00% | 11q | +4.9%+$67.0K |
| Advisory Services Network, LLC | $1.4M | 10,045 | 0.02% | 7q | +10.2%+$132.3K |
| AMERIPRISE FINANCIAL INC | $1.2M | 8,174 | 0.00% | 17q | -1.5%-$17.4K |
| Merit Financial Group, LLC | $1.1M | 7,675 | 0.01% | 3q | -70.2%-$2.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 7,381 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.0M | 7,243 | 0.00% | 3q | +37.7%+$283.4K |
| Focus Partners Advisor Solutions, LLC | $996.7K | 6,973 | 0.01% | 12q | -39.8%-$658.1K |
| UBS Group AG | $849.6K | 5,944 | 0.00% | 31q | +15.3%+$112.5K |
| Stratos Wealth Partners, LTD. | $845.7K | 5,917 | 0.01% | 15q | -5.5%-$48.9K |
| Focus Financial Network, Inc. | $788.4K | 5,516 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $743.5K | 5,202 | 0.01% | 17q | +3.4%+$24.4K |
| D. E. Shaw & Co., Inc. | $733.7K | 5,133 | 0.00% | 10q | HELD |
| Geneos Wealth Management Inc. | $726.1K | 5,080 | 0.01% | 18q | +8.5%+$56.7K |
| Cerity Partners LLC | $677.8K | 4,742 | 0.00% | 2q | HELD |
| Strategic Blueprint, LLC | $661.8K | 4,630 | 0.03% | 4q | -42.2%-$482.4K |
| GOLDMAN SACHS GROUP INC | $638.5K | 4,467 | 0.00% | 21q | -9.7%-$68.7K |
| TWO SIGMA INVESTMENTS, LP | $628.9K | 4,400 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $604.9K | 4,232 | 0.01% | 9q | +8.3%+$46.5K |
| Unified Investment Management | $581.5K | 4,068 | 0.54% | 6q | HELD |
| Mariner, LLC | $570.8K | 3,993 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $551.1K | 3,856 | 0.00% | 7q | +0.7%+$4.0K |
| Private Advisor Group, LLC | $515.0K | 3,603 | 0.00% | 12q | HELD |
| Creative Planning | $504.8K | 3,532 | 0.00% | 9q | -3.6%-$18.7K |
| Stratos Wealth Advisors, LLC | $489.7K | 3,426 | 0.03% | 14q | -33.6%-$247.3K |
| Twelve Points Wealth Management LLC | $484.9K | 3,393 | 0.10% | 18q | -19.4%-$116.5K |
| J.W. COLE ADVISORS, INC. | $415.1K | 2,904 | 0.01% | 6q | -1.0%-$4.1K |
| S.A. Mason LLC | $403.1K | 2,820 | 0.12% | 27q | HELD |
| INTEGRITY ALLIANCE, LLC. | $401.8K | 2,811 | 0.01% | 4q | +6.0%+$22.6K |
| Dale Q Rice Investment Management Ltd | $377.6K | 2,642 | 0.20% | 7q | -7.8%-$31.9K |
| Fifth Third Securities, Inc. | $351.9K | 2,462 | 0.02% | 9q | -7.9%-$30.3K |
| Kelman-Lazarov, Inc. | $343.0K | 2,400 | 0.04% | 2q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $336.0K | 2,355 | 0.02% | 13q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $328.5K | 2,298 | 0.01% | 14q | HELD |
| CoreCap Advisors, LLC | $326.0K | 2,281 | 0.01% | 10q | +3.5%+$11.0K |
| Reliant Investment Partners, LLC | $315.7K | 2,209 | 0.21% | 7q | HELD |
| STEPHENS INC /AR/ | $273.7K | 1,915 | 0.00% | 4q | +19.7%+$45.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $269.5K | 1,886 | 0.00% | 2q | HELD |
| GREENLEAF TRUST | $260.8K | 1,825 | 0.00% | 11q | HELD |
| Well Done, LLC | $260.8K | 1,825 | 0.04% | 23q | HELD |
| Purus Wealth Management, LLC | $259.2K | 1,813 | 0.07% | 11q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $252.5K | 1,767 | 0.00% | 5q | +1.2%+$3.0K |
| Prospera Financial Services Inc | $240.8K | 1,685 | 0.00% | 4q | HELD |
| FMR LLC | $228.9K | 1,602 | 0.00% | 30q | +9.5%+$19.9K |
| Hubbell Strickland Wealth Management, LLC | $215.5K | 1,507 | 0.08% | new | NEW |
| Meridian Wealth Management, LLC | $211.1K | 1,477 | 0.01% | new | NEW |
| CARLSON FINANCIAL, INC. | $208.9K | 1,461 | 0.11% | new | NEW |
| IFP Advisors, Inc | $151.4K | 1,059 | 0.00% | 11q | HELD |
| JNBA Financial Advisors | $148.4K | 1,038 | 0.01% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $133.2K | 932 | 0.00% | 16q | HELD |
| Golden State Wealth Management, LLC | $113.9K | 797 | 0.01% | 7q | HELD |
| Parallel Advisors, LLC | $81.8K | 572 | 0.00% | 13q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $70.9K | 496 | 0.00% | 11q | HELD |
| NewEdge Advisors, LLC | $62.7K | 439 | 0.00% | 15q | -43.0%-$47.3K |
| GLENMEDE TRUST CO NA | $50.5K | 353 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $42.9K | 300 | 0.00% | 26q | -40.0%-$28.6K |
| Buck Wealth Strategies, LLC | $40.0K | 280 | 0.00% | new | NEW |
| UMB Bank, n.a. | $28.6K | 200 | 0.00% | 6q | HELD |
| BlackRock, Inc. | $28.6K | 200 | 0.00% | 2q | HELD |
| Bogart Wealth, LLC | $25.2K | 176 | 0.00% | 22q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $23.3K | 163 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $21.7K | 151 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $18.9K | 132 | 0.00% | new | NEW |
| GHP Investment Advisors, Inc. | $16.5K | 116 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $16.0K | 112 | 0.00% | 7q | +833.3%+$14.3K |
| Steward Partners Investment Advisory, LLC | $12.7K | 89 | 0.00% | 4q | +89.4%+$6.0K |
| IFG Advisory, LLC | $12.6K | 88 | 0.00% | new | NEW |
| Archer Investment Corp | $12.6K | 88 | 0.00% | 10q | +100.0%+$6.3K |
| Main Street Group, LTD | $11.4K | 80 | 0.00% | 2q | HELD |
| BFC Planning, Inc. | $11.4K | 80 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $10.0K | 70 | 0.00% | 4q | -36.4%-$5.7K |
| FIDUCIARY FINANCIAL ADVISORS | $7.6K | 53 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $5.7K | 40 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $5.3K | 37 | 0.00% | 4q | +2.8% |
| Robinswood Financial LLC | $4.4K | 31 | 0.00% | 2q | HELD |
| Nova Wealth Management, Inc. | $2.3K | 16 | 0.00% | 6q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.0K | 7 | 0.00% | 12q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $0 | none filed | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $9.3M | 65,608 | 1 | 8 | 5 | 0.0% |
| Q2 2026 | 96 | $143.3M | 1,002,476 | 15 | 28 | 22 | 0.0% |
| Q1 2026 | 85 | $125.4M | 965,094 | 7 | 29 | 24 | 0.0% |
| Q4 2025 | 88 | $134.5M | 1,051,903 | 8 | 31 | 19 | 0.0% |
| Q3 2025 | 83 | $123.4M | 966,788 | 13 | 28 | 13 | 0.0% |
| Q2 2025 | 77 | $105.2M | 870,111 | 3 | 22 | 32 | 0.0% |
| Q1 2025 | 81 | $101.5M | 888,760 | 6 | 26 | 13 | 0.0% |
| Q4 2024 | 86 | $116.2M | 955,514 | 7 | 29 | 19 | 0.0% |
| Q3 2024 | 79 | $108.4M | 911,962 | 4 | 21 | 23 | 0.0% |
| Q2 2024 | 79 | $141.5M | 1,266,140 | 8 | 29 | 17 | 0.0% |
| Q1 2024 | 81 | $203.7M | 1,708,350 | 17 | 22 | 21 | 0.0% |
| Q4 2023 | 74 | $192.7M | 1,655,735 | 18 | 18 | 12 | 0.0% |
| Q3 2023 | 62 | $125.8M | 1,277,096 | 11 | 17 | 15 | 0.0% |
| Q2 2023 | 53 | $97.8M | 945,803 | 5 | 14 | 19 | 0.0% |
| Q1 2023 | 63 | $141.9M | 1,505,136 | 13 | 29 | 10 | 0.0% |
| Q4 2022 | 60 | $87.3M | 961,351 | 19 | 15 | 8 | 0.0% |
| Q3 2022 | 41 | $441.2M | 5,533,714 | 5 | 10 | 13 | 0.0% |
| Q2 2022 | 47 | $455.0M | 5,468,888 | 9 | 9 | 11 | 0.0% |
| Q1 2022 | 47 | $448.9M | 4,682,994 | 10 | 11 | 9 | 0.0% |
| Q4 2021 | 45 | $1.0B | 10,537,252 | 6 | 13 | 9 | 0.0% |
| Q3 2021 | 44 | $1.0B | 11,089,770 | 1 | 11 | 18 | 0.0% |
| Q2 2021 | 51 | $1.2B | 13,039,322 | 18 | 10 | 8 | 0.0% |
| Q1 2021 | 35 | $598.6M | 6,995,749 | 13 | 7 | 4 | 0.0% |
| Q4 2020 | 22 | $25.3M | 515,563 | 4 | 4 | 6 | 0.0% |
| Q3 2020 | 22 | $17.2M | 315,321 | 2 | 4 | 6 | 0.0% |
| Q2 2020 | 26 | $15.7M | 310,482 | 5 | 5 | 9 | 0.0% |
| Q1 2020 | 29 | $24.2M | 763,704 | 6 | 5 | 9 | 0.0% |
| Q4 2019 | 34 | $74.5M | 1,081,184 | 5 | 9 | 11 | 0.0% |
| Q3 2019 | 33 | $68.2M | 1,068,972 | 4 | 9 | 12 | 0.0% |
| Q2 2019 | 35 | $71.4M | 1,064,448 | 8 | 9 | 12 | 0.0% |
| Q1 2019 | 29 | $1.3B | 19,706,372 | 5 | 10 | 8 | 0.0% |
| Q4 2018 | 34 | $913.7M | 16,268,871 | 2 | 1 | 1 | 0.0% |