Invesco S&P Smallcap 600 PUR (RZV)

CUSIP: 46137V167 | NYSE | 232 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Armbruster Capital Management, Inc.62,865

1.3% of portfolio$8.7M

Wealthcare Advisory Partners LLC52,342

0.1% of portfolio$7.3M

Smallwood Wealth Investment Management, LLC22,243

1.3% of portfolio$3.1M

Commonwealth Equity Services, LLC17,383

0.0% of portfolio$2.4M

Innova Wealth Partners14,979

0.8% of portfolio$2.1M

NTV Asset Management LLC11,200

0.1% of portfolio$1.6M

Ayalon Insurance Comp Ltd.7,023

0.0% of portfolio$975

Discipline Wealth Solutions, LLC6,882

0.1% of portfolio$955.1K

Fifth Third Securities, Inc.5,903

0.0% of portfolio$819.2K

American Institute for Advanced Investment Management, LLP5,820

0.5% of portfolio$807.7K

Creative Planning4,717

0.0% of portfolio$654.6K

IFP Advisors, Inc3,523

0.0% of portfolio$488.9K

Twelve Points Wealth Management LLC3,391

0.1% of portfolio$488.7K

Focus Financial Network, Inc.1,908

0.0% of portfolio$264.8K

Cambridge Investment Research Advisors, Inc.1,449

0.0% of portfolio$201.0K

Buck Wealth Strategies, LLC772

0.0% of portfolio$107.1K

Concord Wealth Partners276

0.0% of portfolio$38.3K

Valley National Advisers Inc222

0.0% of portfolio$30.8K

Farther Finance Advisors, LLC168

0.0% of portfolio$23.3K

Trust Co of Toledo NA160

0.0% of portfolio$22.2K

Mather Group, Llc.15

0.0% of portfolio$2.1K

Blue Trust, Inc.2

0.0% of portfolio$275

CoreCap Advisors, LLC0

0.0% of portfolio$69

				Style	Turnover	Location	Filed
Armbruster Capital Management, Inc.	62,865	$8.7M	1.3%	ETF	Very Low	Pittsford, NY	2026-10-19
Wealthcare Advisory Partners LLC	52,342	$7.3M	0.1%	ETF	Low	West Chester, PA	2026-10-21
Smallwood Wealth Investment Management, LLC	22,243	$3.1M	1.3%	ETF	Very Low	Red Bank, NJ	2026-10-30
Commonwealth Equity Services, LLC	17,383	$2.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Innova Wealth Partners	14,979	$2.1M	0.8%	ETF	High	Newtown, PA	2026-10-21
NTV Asset Management LLC	11,200	$1.6M	0.1%	Growth	Low	Charleston, WV	2026-10-23
Ayalon Insurance Comp Ltd.	7,023	$975	0.0%	ETF	Low	Ramat Gan, Luxembourg	2026-10-08
Discipline Wealth Solutions, LLC	6,882	$955.1K	0.1%	ETF	Low	Greenville, SC	2026-10-14
Fifth Third Securities, Inc.	5,903	$819.2K	0.0%	ETF	Low	Cincinnati, OH	2026-10-21
American Institute for Advanced Investment Management, LLP	5,820	$807.7K	0.5%	ETF	Low	Scottsdale, AZ	2026-11-03
Creative Planning	4,717	$654.6K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
IFP Advisors, Inc	3,523	$488.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Twelve Points Wealth Management LLC	3,391	$488.7K	0.1%	ETF	Medium	Concord, MA	2026-11-03
Focus Financial Network, Inc.	1,908	$264.8K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Cambridge Investment Research Advisors, Inc.	1,449	$201.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Buck Wealth Strategies, LLC	772	$107.1K	0.0%	Value	Medium	Denver, CO	2026-10-28
Concord Wealth Partners	276	$38.3K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Valley National Advisers Inc	222	$30.8K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Farther Finance Advisors, LLC	168	$23.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Trust Co of Toledo NA	160	$22.2K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Mather Group, Llc.	15	$2.1K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Blue Trust, Inc.	2	$275	0.0%	ETF	Low	Brentwood, TN	2026-10-15
CoreCap Advisors, LLC	0	$69	0.0%	ETF	Medium	Southfield, MI	2026-10-08