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Invesco S&P Midcap 400 Pure (RFV)

CUSIP: 46137V191 | NYSE | 244 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC174,861
0.0% of portfolio›$24.7M
Commonwealth Equity Services, LLC44,416
0.0% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.30,638
0.0% of portfolio›$4.3M
BNB Wealth Management, LLC13,403
1.0% of portfolio›$1.9M
Saxony Capital Management, LLC11,394
0.7% of portfolio›$1.6M
Kestra Advisory Services, LLC10,047
0.0% of portfolio›$1.4M
Merit Financial Group, LLC6,897
0.0% of portfolio›$975.5K
Focus Financial Network, Inc.6,644
0.0% of portfolio›$939.7K
M Holdings Securities, Inc.5,153
0.0% of portfolio›$751
Unified Investment Management4,060
0.5% of portfolio›$574.1K
Creative Planning3,544
0.0% of portfolio›$501.3K
Strategic Blueprint, LLC3,514
0.0% of portfolio›$496.9K
Twelve Points Wealth Management LLC3,391
0.1% of portfolio›$501.6K
CoreCap Advisors, LLC3,226
0.0% of portfolio›$456.3K
Integrity Alliance, Llc.2,940
0.0% of portfolio›$415.9K
S.A. Mason LLC2,820
0.1% of portfolio›$398.8K
J.W. Cole Advisors, Inc.2,572
0.0% of portfolio›$363.7K
Dale Q Rice Investment Management Ltd2,534
0.2% of portfolio›$358.4K
Independent Financial Group, LLC2,268
0.0% of portfolio›$320.7K
Fifth Third Securities, Inc.1,961
0.0% of portfolio›$277.3K
Well Done, LLC1,825
0.0% of portfolio›$258.1K
Greenleaf Trust1,825
0.0% of portfolio›$258.1K
Signature Estate & Investment Advisors LLC1,807
0.0% of portfolio›$255.6K
Purus Wealth Management, LLC1,772
0.1% of portfolio›$250.6K
Prospera Financial Services Inc1,685
0.0% of portfolio›$249.2K
Hubbell Strickland Wealth Management, LLC1,507
0.1% of portfolio›$213.2K
Meridian Wealth Management, LLC1,482
0.0% of portfolio›$209.7K
Carlson Financial, Inc.1,424
0.1% of portfolio›$201.4K
Citigroup Inc1,297
0.0% of portfolio›$183.4K
IFP Advisors, Inc1,104
0.0% of portfolio›$156.1K
Jnba Financial Advisors1,038
0.0% of portfolio›$146.8K
Golden State Wealth Management, LLC783
0.0% of portfolio›$110.7K
Buck Wealth Strategies, LLC688
0.0% of portfolio›$97.3K
Parallel Advisors, LLC572
0.0% of portfolio›$80.9K
Creative Financial Designs Inc496
0.0% of portfolio›$70.1K
US Bancorp \de\300
0.0% of portfolio›$42.4K
UMB Bank, n.a.200
0.0% of portfolio›$28.3K
GHP Investment Advisors, Inc.116
0.0% of portfolio›$16.4K
Main Street Group, LTD80
0.0% of portfolio›$11.3K
Farther Finance Advisors, LLC70
0.0% of portfolio›$9.9K
Archer Investment Corp44
0.0% of portfolio›$6.2K
Signaturefd, LLC40
0.0% of portfolio›$5.7K
Sunrise Financial Services, LLC10
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
LPL Financial LLC
174,861$24.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
44,416$6.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
30,638$4.3M0.0%ETFLowFairfield, IA2026-11-02
BNB Wealth Management, LLC
13,403$1.9M1.0%ETFMediumSilver Spring, MD2026-10-28
Saxony Capital Management, LLC
11,394$1.6M0.7%ETFMediumSt. Louis, MO2026-10-15
Kestra Advisory Services, LLC
10,047$1.4M0.0%CoreLowAustin, TX2026-11-02
Merit Financial Group, LLC
6,897$975.5K0.0%ETFLowAlpharetta, GA2026-11-06
Focus Financial Network, Inc.
6,644$939.7K0.0%ETFLowMinneapolis, MN2026-10-14
M Holdings Securities, Inc.
5,153$7510.0%ETFHighPortland, OR2026-11-03
Unified Investment Management
4,060$574.1K0.5%CoreLowAtlanta, GA2026-10-14
Creative Planning
3,544$501.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Strategic Blueprint, LLC
3,514$496.9K0.0%ETFLowAtlanta, GA2026-10-22
Twelve Points Wealth Management LLC
3,391$501.6K0.1%ETFMediumConcord, MA2026-11-03
CoreCap Advisors, LLC
3,226$456.3K0.0%ETFMediumSouthfield, MI2026-10-08
Integrity Alliance, Llc.
2,940$415.9K0.0%ETFMediumUrbandale, IA2026-10-29
S.A. Mason LLC
2,820$398.8K0.1%GrowthVery LowHolland, MI2026-10-13
J.W. Cole Advisors, Inc.
2,572$363.7K0.0%IndexLowTampa, FL2026-11-05
Dale Q Rice Investment Management Ltd
2,534$358.4K0.2%ETFVery LowVancouver, WA2026-10-09
Independent Financial Group, LLC
2,268$320.7K0.0%GrowthLowSan Diego, CA2026-10-13
Fifth Third Securities, Inc.
1,961$277.3K0.0%ETFLowCincinnati, OH2026-10-21
Well Done, LLC
1,825$258.1K0.0%ETFLowHolland, MI2026-10-20
Greenleaf Trust
1,825$258.1K0.0%CoreLowKalamazoo, MI2026-10-29
Signature Estate & Investment Advisors LLC
1,807$255.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Purus Wealth Management, LLC
1,772$250.6K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
Prospera Financial Services Inc
1,685$249.2K0.0%CoreMediumDallas, TX2026-11-04
Hubbell Strickland Wealth Management, LLC
1,507$213.2K0.1%ETFVery LowNew Orleans, LA2026-10-29
Meridian Wealth Management, LLC
1,482$209.7K0.0%GrowthLowLexington, KY2026-11-05
Carlson Financial, Inc.
1,424$201.4K0.1%GrowthLowCanby, OR2026-11-05
Citigroup Inc
1,297$183.4K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
1,104$156.1K0.0%GrowthLowTampa, FL2026-10-16
Jnba Financial Advisors
1,038$146.8K0.0%ETFMediumBloomington, MN2026-11-03
Golden State Wealth Management, LLC
783$110.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Buck Wealth Strategies, LLC
688$97.3K0.0%ValueMediumDenver, CO2026-10-28
Parallel Advisors, LLC
572$80.9K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
496$70.1K0.0%ETFMediumKokomo, IN2026-11-04
US Bancorp \de\
300$42.4K0.0%IndexLowMinneapolis, MN2026-11-05
UMB Bank, n.a.
200$28.3K0.0%CoreLowKansas City, MO2026-11-06
GHP Investment Advisors, Inc.
116$16.4K0.0%CoreVery LowDenver, CO2026-10-15
Main Street Group, LTD
80$11.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Farther Finance Advisors, LLC
70$9.9K0.0%IndexLowSan Francisco, CA2026-10-08
Archer Investment Corp
44$6.2K0.0%CoreMediumCarmel, IN2026-11-05
Signaturefd, LLC
40$5.7K0.0%IndexLowAtlanta, GA2026-10-23
Sunrise Financial Services, LLC
10$1.4K0.0%ETFMediumBurien, WA2026-10-21