Invesco S&P Smallcap 600 PUR (RZG)

CUSIP: 46137V175 | NYSE | 200 institutional holders

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

Institutional Holders — Q3 2026

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LPL Financial LLC97,828

0.0% of portfolio$6.1M

Twelve Points Wealth Management LLC48,257

0.6% of portfolio$3.0M

Fifth Third Securities, Inc.42,056

0.1% of portfolio$2.6M

Commonwealth Equity Services, LLC23,911

0.0% of portfolio$1.5M

Cambridge Investment Research Advisors, Inc.18,132

0.0% of portfolio$1.1M

Allworth Financial LP16,711

0.0% of portfolio$1.2M

Tempo Wealth, LLC16,547

0.1% of portfolio$1.0M

Schear Investment Advisers, LLC16,547

0.1% of portfolio$1.0M

Willner & Heller, LLC11,250

0.4% of portfolio$702.8K

Purus Wealth Management, LLC8,329

0.1% of portfolio$520.3K

Investors Research Corp7,349

0.1% of portfolio$459.1K

American Institute for Advanced Investment Management, LLP5,381

0.2% of portfolio$336.1K

Trilogy Capital Inc.4,220

0.0% of portfolio$263.6K

Kaydan Wealth Management, Inc.3,920

0.1% of portfolio$244.9K

HCR Wealth Advisors3,234

0.0% of portfolio$202.0K

Fifth Third Bancorp2,950

0.0% of portfolio$184.3K

Collier Financial1,117

0.0% of portfolio$69.8K

Trust Co of Toledo NA975

0.0% of portfolio$60.9K

Key FInancial Inc687

0.0% of portfolio$42.9K

Assetmark, Inc555

0.0% of portfolio$34.7K

Capital Investment Advisory Services, LLC327

0.0% of portfolio$20.4K

Rossby Financial, LCC222

0.0% of portfolio$13.9K

0.0% of portfolio$501

				Style	Turnover	Location	Filed
LPL Financial LLC	97,828	$6.1M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Twelve Points Wealth Management LLC	48,257	$3.0M	0.6%	ETF	Medium	Concord, MA	2026-11-03
Fifth Third Securities, Inc.	42,056	$2.6M	0.1%	ETF	Low	Cincinnati, OH	2026-10-21
Commonwealth Equity Services, LLC	23,911	$1.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Cambridge Investment Research Advisors, Inc.	18,132	$1.1M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Allworth Financial LP	16,711	$1.2M	0.0%	Index	Low	Folsom, CA	2026-11-06
Tempo Wealth, LLC	16,547	$1.0M	0.1%	Agg Growth	Low	Independence, OH	2026-10-14
Schear Investment Advisers, LLC	16,547	$1.0M	0.1%	Agg Growth	Medium	Cincinnati, OH	2026-10-14
Willner & Heller, LLC	11,250	$702.8K	0.4%	Growth	Low	Encino, CA	2026-10-28
Purus Wealth Management, LLC	8,329	$520.3K	0.1%	Agg Growth	Very Low	Newport Beach, CA	2026-10-15
Investors Research Corp	7,349	$459.1K	0.1%	ETF	Low	Atlanta, GA	2026-10-07
American Institute for Advanced Investment Management, LLP	5,381	$336.1K	0.2%	ETF	Low	Scottsdale, AZ	2026-11-03
Trilogy Capital Inc.	4,220	$263.6K	0.0%	ETF	Medium	Irvine, CA	2026-10-20
Kaydan Wealth Management, Inc.	3,920	$244.9K	0.1%	ETF	Medium	Fenton, MI	2026-10-08
HCR Wealth Advisors	3,234	$202.0K	0.0%	Growth	Low	Los Angeles, CA	2026-10-15
Fifth Third Bancorp	2,950	$184.3K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Collier Financial	1,117	$69.8K	0.0%	ETF	Low	Denver, CO	2026-11-06
Trust Co of Toledo NA	975	$60.9K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Key FInancial Inc	687	$42.9K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Assetmark, Inc	555	$34.7K	0.0%	ETF	Low	Concord, CA	2026-10-21
Capital Investment Advisory Services, LLC	327	$20.4K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Rossby Financial, LCC	222	$13.9K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Citigroup Inc	8	$501	0.0%	Core	Medium	New York, NY	2026-11-04