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Invesco S&P Midcap 400 Pure (RFG)

CUSIP: 46137V217 | NYSE | 326 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

New England Private Wealth Advisors LLC182,628
1.0% of portfolio›$10.8M
Twelve Points Wealth Management LLC66,294
0.7% of portfolio›$3.8M
Compton Wealth Advisory Group, LLC47,500
0.6% of portfolio›$2.8M
Commonwealth Equity Services, LLC43,311
0.0% of portfolio›$2.6M
KPP Advisory Services LLC26,385
0.3% of portfolio›$1.6M
Kestra Advisory Services, LLC23,286
0.0% of portfolio›$1.4M
Independent Financial Group, LLC18,605
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.17,769
0.0% of portfolio›$1.1M
Integrity Alliance, Llc.15,868
0.0% of portfolio›$938.4K
Tempo Wealth, LLC15,327
0.1% of portfolio›$906.4K
Schear Investment Advisers, LLC15,327
0.1% of portfolio›$906.4K
Vista Investment Partners LLC13,837
0.2% of portfolio›$818.3K
M Holdings Securities, Inc.13,063
0.0% of portfolio›$747
Willner & Heller, LLC11,555
0.4% of portfolio›$683.3K
Connecticut Wealth Management, LLC11,325
0.0% of portfolio›$669.7K
Sowell Financial Services LLC10,783
0.0% of portfolio›$637.7K
Wealth Enhancement Advisory Services, LLC9,715
0.0% of portfolio›$578.3K
Dale Q Rice Investment Management Ltd8,567
0.3% of portfolio›$506.6K
Financial Synergies Wealth Advisors, Inc.8,051
0.0% of portfolio›$476.1K
Fiduciary Alliance LLC7,519
0.0% of portfolio›$444.7K
Jacobi Capital Management LLC6,944
0.0% of portfolio›$410.6K
American Institute for Advanced Investment Management, LLP6,872
0.2% of portfolio›$406.4K
Oppenheimer & Co Inc6,532
0.0% of portfolio›$386.3K
Citizens Financial Group Inc5,471
0.0% of portfolio›$323.6K
Wesbanco Bank Inc4,995
0.0% of portfolio›$295.4K
Fifth Third Bancorp4,850
0.0% of portfolio›$286.8K
Segment Wealth Management, LLC4,830
0.0% of portfolio›$285.6K
Badgley Phelps Wealth Managers, LLC4,823
0.0% of portfolio›$285.2K
Concurrent Investment Advisors, LLC4,137
0.0% of portfolio›$244.6K
Greenleaf Trust3,975
0.0% of portfolio›$235.1K
Creative Planning3,858
0.0% of portfolio›$228.2K
Flagship Harbor Advisors, LLC3,727
0.0% of portfolio›$220.4K
J.W. Cole Advisors, Inc.3,581
0.0% of portfolio›$211.7K
Brighton Jones LLC3,574
0.0% of portfolio›$211.4K
Goelzer Investment Management, Inc.3,514
0.0% of portfolio›$207.8K
RMR Wealth Builders3,513
0.0% of portfolio›$207.8K
Spire Wealth Management3,155
0.0% of portfolio›$186.6K
Caldwell Trust Co2,850
0.0% of portfolio›$168.5K
Trust Co2,268
0.0% of portfolio›$134.1K
GHP Investment Advisors, Inc.1,735
0.0% of portfolio›$102.6K
Hughes Financial Services, LLC1,615
0.0% of portfolio›$93.6K
Horizons Wealth Management1,297
0.0% of portfolio›$76.7K
Citigroup Inc1,240
0.0% of portfolio›$73.3K
Farther Finance Advisors, LLC1,038
0.0% of portfolio›$61.4K
Trust Co of Toledo NA1,020
0.0% of portfolio›$60.3K
Toth Financial Advisory Corp750
0.0% of portfolio›$44.4K
IFP Advisors, Inc676
0.0% of portfolio›$40.0K
Evolution Wealth Management Inc.500
0.0% of portfolio›$29.6K
Valley National Advisers Inc393
0.0% of portfolio›$23.2K
Parallel Advisors, LLC342
0.0% of portfolio›$20.2K
Main Street Group, LTD325
0.0% of portfolio›$19.2K
Pflug Koory, LLC311
0.0% of portfolio›$18.4K
Rossby Financial, LCC280
0.0% of portfolio›$16.6K
Dhjj Financial Advisors, Ltd.260
0.0% of portfolio›$15.4K
Kings Path Partners LLC230
0.0% of portfolio›$13.6K
StyleTurnoverLocationFiled
New England Private Wealth Advisors LLC
182,628$10.8M1.0%ETFVery LowWellesley, MA2026-10-19
Twelve Points Wealth Management LLC
66,294$3.8M0.7%ETFMediumConcord, MA2026-11-03
Compton Wealth Advisory Group, LLC
47,500$2.8M0.6%ETFVery LowVirginia Beach, VA2026-10-13
Commonwealth Equity Services, LLC
43,311$2.6M0.0%ETFLowWaltham, MA2026-11-02
KPP Advisory Services LLC
26,385$1.6M0.3%GrowthMediumLouisville, KY2026-10-26
Kestra Advisory Services, LLC
23,286$1.4M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
18,605$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
17,769$1.1M0.0%ETFLowFairfield, IA2026-11-02
Integrity Alliance, Llc.
15,868$938.4K0.0%ETFMediumUrbandale, IA2026-10-29
Tempo Wealth, LLC
15,327$906.4K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
15,327$906.4K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Vista Investment Partners LLC
13,837$818.3K0.2%MomentumMediumOklahoma City, OK2026-10-08
M Holdings Securities, Inc.
13,063$7470.0%ETFHighPortland, OR2026-11-03
Willner & Heller, LLC
11,555$683.3K0.4%GrowthLowEncino, CA2026-10-28
Connecticut Wealth Management, LLC
11,325$669.7K0.0%ETFLowFarmington, CT2026-10-13
Sowell Financial Services LLC
10,783$637.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Wealth Enhancement Advisory Services, LLC
9,715$578.3K0.0%CoreLowPlymouth, MN2026-10-13
Dale Q Rice Investment Management Ltd
8,567$506.6K0.3%ETFVery LowVancouver, WA2026-10-09
Financial Synergies Wealth Advisors, Inc.
8,051$476.1K0.0%ETFVery LowHouston, TX2026-10-16
Fiduciary Alliance LLC
7,519$444.7K0.0%CoreMediumGreenville, SC2026-10-13
Jacobi Capital Management LLC
6,944$410.6K0.0%CoreLowPittston, PA2026-11-05
American Institute for Advanced Investment Management, LLP
6,872$406.4K0.2%ETFLowScottsdale, AZ2026-11-03
Oppenheimer & Co Inc
6,532$386.3K0.0%CoreLowNew York, NY2026-10-26
Citizens Financial Group Inc
5,471$323.6K0.0%GrowthLowProvidence, RI2026-10-23
Wesbanco Bank Inc
4,995$295.4K0.0%CoreLowWheeling, WV2026-11-04
Fifth Third Bancorp
4,850$286.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Segment Wealth Management, LLC
4,830$285.6K0.0%CoreLowHouston, TX2026-10-26
Badgley Phelps Wealth Managers, LLC
4,823$285.2K0.0%GrowthVery LowSeattle, WA2026-10-22
Concurrent Investment Advisors, LLC
4,137$244.6K0.0%GrowthMediumTampa, FL2026-10-16
Greenleaf Trust
3,975$235.1K0.0%CoreLowKalamazoo, MI2026-10-29
Creative Planning
3,858$228.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Flagship Harbor Advisors, LLC
3,727$220.4K0.0%ETFMediumBoston, MA2026-10-26
J.W. Cole Advisors, Inc.
3,581$211.7K0.0%IndexLowTampa, FL2026-11-05
Brighton Jones LLC
3,574$211.4K0.0%CoreVery LowSeattle, WA2026-11-03
Goelzer Investment Management, Inc.
3,514$207.8K0.0%GrowthLowCarmel, IN2026-10-16
RMR Wealth Builders
3,513$207.8K0.0%ETFLowMontclair, NJ2026-10-22
Spire Wealth Management
3,155$186.6K0.0%GrowthMediumMclean, VA2026-10-30
Caldwell Trust Co
2,850$168.5K0.0%GrowthLowVenice, FL2026-10-30
Trust Co
2,268$134.1K0.0%ETFVery LowManhattan, KS2026-10-09
GHP Investment Advisors, Inc.
1,735$102.6K0.0%CoreVery LowDenver, CO2026-10-15
Hughes Financial Services, LLC
1,615$93.6K0.0%ETFLowHerndon, VA2026-10-30
Horizons Wealth Management
1,297$76.7K0.0%ETFLowAsheville, NC2026-10-05
Citigroup Inc
1,240$73.3K0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
1,038$61.4K0.0%IndexLowSan Francisco, CA2026-10-08
Trust Co of Toledo NA
1,020$60.3K0.0%GrowthVery LowHolland, OH2026-10-16
Toth Financial Advisory Corp
750$44.4K0.0%CoreLowLeesburg, VA2026-10-08
IFP Advisors, Inc
676$40.0K0.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
500$29.6K0.0%ETFMediumFort Myers, FL2026-10-28
Valley National Advisers Inc
393$23.2K0.0%ETFLowBethlehem, PA2026-10-23
Parallel Advisors, LLC
342$20.2K0.0%IndexLowSan Francisco, CA2026-11-03
Main Street Group, LTD
325$19.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Pflug Koory, LLC
311$18.4K0.0%CoreVery LowOmaha, NE2026-10-26
Rossby Financial, LCC
280$16.6K0.0%ETFMediumMelbourne, FL2026-11-05
Dhjj Financial Advisors, Ltd.
260$15.4K0.0%ETFVery LowNaperville, IL2026-10-23
Kings Path Partners LLC
230$13.6K0.0%ETFVery LowSugar Land, TX2026-10-21