IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco S&P 500 Pure Value E (RPV)

CUSIP: 46137V258 | NYSE | 700 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Armbruster Capital Management, Inc.365,600
6.3% of portfolio›$41.9M
ACR Alpine Capital Research, LLC251,095
0.4% of portfolio›$28.8M
Fidelity D & D Bancorp Inc211,954
8.2% of portfolio›$24.3M
Cambridge Investment Research Advisors, Inc.146,928
0.1% of portfolio›$16.9M
Truist Financial Corp126,452
0.0% of portfolio›$14.5M
Wealth Enhancement Advisory Services, LLC118,672
0.0% of portfolio›$14.0M
Peak Financial Management, Inc.107,154
2.8% of portfolio›$12.3M
Trinity Wealth Management, LLC78,072
2.8% of portfolio›$9.0M
Commonwealth Equity Services, LLC72,630
0.0% of portfolio›$8.3M
Vise Technologies, Inc.70,738
0.1% of portfolio›$8.1M
Planned Solutions, Inc.52,722
1.7% of portfolio›$6.0M
Kestra Advisory Services, LLC33,032
0.0% of portfolio›$3.8M
WP Advisors, LLC32,729
0.9% of portfolio›$3.8M
BigSur Wealth Management LLC31,699
0.9% of portfolio›$3.6M
Montag A & Associates Inc31,384
0.2% of portfolio›$3.6M
Integrity Alliance, Llc.28,394
0.1% of portfolio›$3.3M
AlphaCentric Advisors LLC25,447
2.6% of portfolio›$2.9M
Breakwater Capital Group17,567
0.2% of portfolio›$2.0M
AlphaCore Capital LLC17,555
0.0% of portfolio›$2.0M
New England Private Wealth Advisors LLC16,886
0.2% of portfolio›$1.9M
RMR Capital Management, LLC15,430
1.2% of portfolio›$1.8M
Hardin Capital Partners, LLC13,570
0.8% of portfolio›$1.6M
Cushing Capital Partners, LLC13,535
1.0% of portfolio›$1.6M
Midwest Financial Network, LLC13,516
1.1% of portfolio›$1.6M
Saxony Capital Management, LLC13,021
0.6% of portfolio›$1.5M
Strategic Advocates LLC12,844
5.7% of portfolio›$1.5M
HB Wealth Management, LLC12,588
0.0% of portfolio›$1.4M
Connecticut Wealth Management, LLC12,247
0.1% of portfolio›$1.4M
Creative Planning11,537
0.0% of portfolio›$1.3M
FSA Wealth Partners, Inc.10,900
0.3% of portfolio›$1.3M
IFP Advisors, Inc10,888
0.0% of portfolio›$1.2M
Activest Wealth Management10,482
0.2% of portfolio›$1.2M
G&S Capital LLC10,480
0.3% of portfolio›$1.2M
Twelve Points Wealth Management LLC10,358
0.2% of portfolio›$1.3M
Well Done, LLC10,335
0.2% of portfolio›$1.2M
Financial Enhancement Group LLC9,117
0.1% of portfolio›$1.1M
Verus Capital Partners, LLC8,708
0.1% of portfolio›$999.1K
Moulton Wealth Management, Inc8,448
0.7% of portfolio›$973.3K
Plan Group Financial, LLC8,338
0.2% of portfolio›$1.0M
Ayalon Insurance Comp Ltd.7,293
0.0% of portfolio›$837
4Wealth Advisors, Inc.7,198
0.6% of portfolio›$831.3K
Flagship Harbor Advisors, LLC6,547
0.0% of portfolio›$751.1K
Apella Capital, LLC6,488
0.0% of portfolio›$752.9K
Paragon Capital Management Ltd5,954
0.1% of portfolio›$683.1K
Cookson Peirce & Co Inc5,907
0.0% of portfolio›$677.7K
Apollon Financial, LLC5,729
0.1% of portfolio›$657.3K
Fingerlakes Wealth Management, Inc.5,597
0.3% of portfolio›$642.1K
Pinnacle Bancorp, Inc.5,432
0.2% of portfolio›$623.2K
WealthPlan Investment Management, LLC5,156
0.0% of portfolio›$591.5K
Concord Wealth Partners4,798
0.1% of portfolio›$550.5K
Assetmark, Inc4,712
0.0% of portfolio›$540.6K
BIP Wealth, LLC4,539
0.0% of portfolio›$520.8K
Capstone Wealth Management Group, Inc.4,403
0.3% of portfolio›$505.1K
Santori & Peters, Inc.4,150
0.1% of portfolio›$476.1K
Davenport & Co LLC4,146
0.0% of portfolio›$475.6K
Worth Financial Advisory Group, LLC3,835
0.2% of portfolio›$440.0K
New Wave Wealth Advisors LLC3,734
0.1% of portfolio›$442.4K
Apollon Wealth Management, LLC3,548
0.0% of portfolio›$407.1K
Mather Group, Llc.3,392
0.0% of portfolio›$389.2K
JIM Saulnier & Associates, LLC3,221
0.1% of portfolio›$369.6K
Lido Advisors, LLC3,201
0.0% of portfolio›$367.3K
Dale Q Rice Investment Management Ltd3,007
0.2% of portfolio›$345.0K
Private Trust Co NA3,001
0.0% of portfolio›$344.3K
Clark Asset Management, LLC2,586
0.0% of portfolio›$296.7K
HBW Advisory Services LLC2,486
0.0% of portfolio›$285.2K
Diligent Investors, LLC2,246
0.1% of portfolio›$257.7K
S.A. Mason LLC2,055
0.1% of portfolio›$235.8K
TKG Advisors, LLC2,033
0.1% of portfolio›$233.2K
Independent Financial Group, LLC2,021
0.0% of portfolio›$231.9K
Steinberganna Wealth Management2,015
0.1% of portfolio›$231.2K
Diversify Advisory Services, LLC1,903
0.0% of portfolio›$228.0K
Diversify Wealth Management, LLC1,903
0.0% of portfolio›$228.0K
Farther Finance Advisors, LLC1,832
0.0% of portfolio›$210.2K
Strategic Family Wealth Counselors, L.L.C.1,809
0.0% of portfolio›$207.5K
Conrad Siegel Investment Advisors, Inc.1,766
0.0% of portfolio›$202.6K
Concord Asset Management, LLC1,760
0.0% of portfolio›$201.9K
Cullen T Bankers, Inc.1,490
0.0% of portfolio›$170.9K
Comprehensive Financial Planning, Inc.1,478
0.1% of portfolio›$169.6K
Vima LLC1,034
0.1% of portfolio›$118.6K
SYM Financial Corp933
0.0% of portfolio›$107.0K
Brown, Lisle Ings, Inc.925
0.0% of portfolio›$106.1K
Larson Financial Group LLC740
0.0% of portfolio›$84.9K
Signaturefd, LLC695
0.0% of portfolio›$79.8K
Salomon & Ludwin, LLC626
0.0% of portfolio›$71.8K
Ascentis Independent Advisors621
0.0% of portfolio›$71.3K
Woodard & Co Asset Management Group Inc540
0.0% of portfolio›$62.0K
Goodman Advisory Group, LLC472
0.0% of portfolio›$54.2K
Birch Capital Management, LLC438
0.0% of portfolio›$50.3K
Creative Financial Designs Inc431
0.0% of portfolio›$49.5K
Citizens National Bank Trust Department290
0.0% of portfolio›$33.3K
Moisand Fitzgerald Tamayo, LLC159
0.0% of portfolio›$18.2K
Lloyd Advisory Services, Llc.156
0.0% of portfolio›$17.9K
Versant Capital Management, Inc156
0.0% of portfolio›$17.9K
Caldwell Trust Co135
0.0% of portfolio›$15.5K
Cape Investment Advisory, Inc.123
0.0% of portfolio›$14.1K
First Horizon Corp120
0.0% of portfolio›$13.8K
Key FInancial Inc118
0.0% of portfolio›$13.5K
Lanark Financial, Inc.100
0.0% of portfolio›$11.5K
Spire Wealth Management96
0.0% of portfolio›$11.0K
Harbor Asset Planning, Inc.84
0.0% of portfolio›$9.6K
Ashton Thomas Private Wealth, LLC83
0.0% of portfolio›$9.5K
Richardson Capital Management LLC70
0.0% of portfolio›$8.0K
3Chopt Investment Partners, LLC55
0.0% of portfolio›$6.3K
Grove Bank & Trust29
0.0% of portfolio›$3.3K
Gamma Investing LLC19
0.0% of portfolio›$2.2K
CoreCap Advisors, LLC13
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Armbruster Capital Management, Inc.
365,600$41.9M6.3%ETFVery LowPittsford, NY2026-10-19
ACR Alpine Capital Research, LLC
251,095$28.8M0.4%Deep ValueMediumSt. Louis, MO2026-11-02
Fidelity D & D Bancorp Inc
211,954$24.3M8.2%ETFVery LowScranton, PA2026-11-05
Cambridge Investment Research Advisors, Inc.
146,928$16.9M0.1%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
126,452$14.5M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
118,672$14.0M0.0%CoreLowPlymouth, MN2026-10-13
Peak Financial Management, Inc.
107,154$12.3M2.8%ETFVery LowWellesley, MA2026-10-16
Trinity Wealth Management, LLC
78,072$9.0M2.8%ETFMediumBerwyn, PA2026-10-13
Commonwealth Equity Services, LLC
72,630$8.3M0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
70,738$8.1M0.1%IndexLowNew York, NY2026-10-29
Planned Solutions, Inc.
52,722$6.0M1.7%ETFLowFolsom, CA2026-10-19
Kestra Advisory Services, LLC
33,032$3.8M0.0%CoreLowAustin, TX2026-11-02
WP Advisors, LLC
32,729$3.8M0.9%CoreLowSan Francisco, CA2026-10-22
BigSur Wealth Management LLC
31,699$3.6M0.9%GrowthLowMiami, FL2026-10-13
Montag A & Associates Inc
31,384$3.6M0.2%CoreLowAtlanta, GA2026-10-29
Integrity Alliance, Llc.
28,394$3.3M0.1%ETFMediumUrbandale, IA2026-10-29
AlphaCentric Advisors LLC
25,447$2.9M2.6%CoreHighSan Juan, PR2026-11-03
Breakwater Capital Group
17,567$2.0M0.2%ETFLowParamus, NJ2026-10-09
AlphaCore Capital LLC
17,555$2.0M0.0%ETFLowLa Jolla, CA2026-11-04
New England Private Wealth Advisors LLC
16,886$1.9M0.2%ETFVery LowWellesley, MA2026-10-19
RMR Capital Management, LLC
15,430$1.8M1.2%ValueVery LowTustin, CA2026-10-23
Hardin Capital Partners, LLC
13,570$1.6M0.8%YieldVery LowGreenville, SC2026-10-09
Cushing Capital Partners, LLC
13,535$1.6M1.0%ETFLowDelafield, WI2026-10-20
Midwest Financial Network, LLC
13,516$1.6M1.1%ETFHighTinley Park, IL2026-10-13
Saxony Capital Management, LLC
13,021$1.5M0.6%ETFMediumSt. Louis, MO2026-10-15
Strategic Advocates LLC
12,844$1.5M5.7%GrowthLowSacramento, CA2026-11-03
HB Wealth Management, LLC
12,588$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Connecticut Wealth Management, LLC
12,247$1.4M0.1%ETFLowFarmington, CT2026-10-13
Creative Planning
11,537$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
FSA Wealth Partners, Inc.
10,900$1.3M0.3%ETFHighRockville, MD2026-10-26
IFP Advisors, Inc
10,888$1.2M0.0%GrowthLowTampa, FL2026-10-16
Activest Wealth Management
10,482$1.2M0.2%ETFLowAventura, FL2026-10-15
G&S Capital LLC
10,480$1.2M0.3%CoreMediumDenver, CO2026-10-23
Twelve Points Wealth Management LLC
10,358$1.3M0.2%ETFMediumConcord, MA2026-11-03
Well Done, LLC
10,335$1.2M0.2%ETFLowHolland, MI2026-10-20
Financial Enhancement Group LLC
9,117$1.1M0.1%ETFMediumAnderson, IN2026-10-08
Verus Capital Partners, LLC
8,708$999.1K0.1%GrowthLowScottsdale, AZ2026-11-03
Moulton Wealth Management, Inc
8,448$973.3K0.7%ETFVery HighSpokane, WA2026-10-13
Plan Group Financial, LLC
8,338$1.0M0.2%ETFMediumOklahoma City, OK2026-10-22
Ayalon Insurance Comp Ltd.
7,293$8370.0%ETFLowRamat Gan, Luxembourg2026-10-08
4Wealth Advisors, Inc.
7,198$831.3K0.6%ETFMediumBurr Ridge, IL2026-10-13
Flagship Harbor Advisors, LLC
6,547$751.1K0.0%ETFMediumBoston, MA2026-10-26
Apella Capital, LLC
6,488$752.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Paragon Capital Management Ltd
5,954$683.1K0.1%CoreVery LowDenver, CO2026-10-09
Cookson Peirce & Co Inc
5,907$677.7K0.0%GrowthHighPittsburgh, PA2026-10-30
Apollon Financial, LLC
5,729$657.3K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Fingerlakes Wealth Management, Inc.
5,597$642.1K0.3%ETFVery LowIthaca, NY2026-11-04
Pinnacle Bancorp, Inc.
5,432$623.2K0.2%CoreVery LowBeatrice, NE2026-10-21
WealthPlan Investment Management, LLC
5,156$591.5K0.0%GrowthMediumOmaha, NE2026-10-15
Concord Wealth Partners
4,798$550.5K0.1%GrowthLowAbingdon, VA2026-11-02
Assetmark, Inc
4,712$540.6K0.0%ETFLowConcord, CA2026-10-21
BIP Wealth, LLC
4,539$520.8K0.0%ETFMediumAtlanta, GA2026-10-22
Capstone Wealth Management Group, Inc.
4,403$505.1K0.3%GrowthN/ABend, OR2026-10-19
Santori & Peters, Inc.
4,150$476.1K0.1%GrowthVery LowCanonsburg, PA2026-10-26
Davenport & Co LLC
4,146$475.6K0.0%CoreMediumRichmond, VA2026-10-14
Worth Financial Advisory Group, LLC
3,835$440.0K0.2%GrowthVery LowCharlotte, NC2026-10-19
New Wave Wealth Advisors LLC
3,734$442.4K0.1%CoreMediumSpringdale, AR2026-10-19
Apollon Wealth Management, LLC
3,548$407.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mather Group, Llc.
3,392$389.2K0.0%ETFMediumChicago, IL2026-10-14
JIM Saulnier & Associates, LLC
3,221$369.6K0.1%ETFLowFort Collins, CO2026-11-04
Lido Advisors, LLC
3,201$367.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Dale Q Rice Investment Management Ltd
3,007$345.0K0.2%ETFVery LowVancouver, WA2026-10-09
Private Trust Co NA
3,001$344.3K0.0%CoreLowCleveland, OH2026-10-20
Clark Asset Management, LLC
2,586$296.7K0.0%ETFVery LowStratham, NH2026-10-19
HBW Advisory Services LLC
2,486$285.2K0.0%ETFMediumSimi Valley, CA2026-10-15
Diligent Investors, LLC
2,246$257.7K0.1%CoreLowRedlands, CA2026-10-21
S.A. Mason LLC
2,055$235.8K0.1%GrowthVery LowHolland, MI2026-10-13
TKG Advisors, LLC
2,033$233.2K0.1%MomentumMediumValparaiso, IN2026-11-02
Independent Financial Group, LLC
2,021$231.9K0.0%GrowthLowSan Diego, CA2026-10-13
Steinberganna Wealth Management
2,015$231.2K0.1%ETFLowHuntington, NY2026-10-23
Diversify Advisory Services, LLC
1,903$228.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,903$228.0K0.0%GrowthMediumSandy, UT2026-10-20
Farther Finance Advisors, LLC
1,832$210.2K0.0%IndexLowSan Francisco, CA2026-10-08
Strategic Family Wealth Counselors, L.L.C.
1,809$207.5K0.0%ETFVery LowFairfield, NJ2026-10-29
Conrad Siegel Investment Advisors, Inc.
1,766$202.6K0.0%ETFLowHarrisburg, PA2026-10-08
Concord Asset Management, LLC
1,760$201.9K0.0%GrowthLowAbingdon, VA2026-11-02
Cullen T Bankers, Inc.
1,490$170.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Comprehensive Financial Planning, Inc.
1,478$169.6K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Vima LLC
1,034$118.6K0.1%CoreLowTroy, MI2026-10-23
SYM Financial Corp
933$107.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Brown, Lisle Ings, Inc.
925$106.1K0.0%CoreVery LowProvidence, RI2026-10-16
Larson Financial Group LLC
740$84.9K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
695$79.8K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
626$71.8K0.0%ETFVery LowRichmond, VA2026-10-29
Ascentis Independent Advisors
621$71.3K0.0%ETFLowDallas, TX2026-11-03
Woodard & Co Asset Management Group Inc
540$62.0K0.0%ETFMediumBermuda Run, NC2026-11-03
Goodman Advisory Group, LLC
472$54.2K0.0%GrowthHighNeedham, MA2026-11-02
Birch Capital Management, LLC
438$50.3K0.0%CoreLowDallas, TX2026-10-27
Creative Financial Designs Inc
431$49.5K0.0%ETFMediumKokomo, IN2026-11-04
Citizens National Bank Trust Department
290$33.3K0.0%CoreVery LowMeridian, MS2026-11-04
Moisand Fitzgerald Tamayo, LLC
159$18.2K0.0%ETFVery LowOrlando, FL2026-10-15
Lloyd Advisory Services, Llc.
156$17.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Versant Capital Management, Inc
156$17.9K0.0%GARPLowPhoenix, AZ2026-10-02
Caldwell Trust Co
135$15.5K0.0%GrowthLowVenice, FL2026-10-30
Cape Investment Advisory, Inc.
123$14.1K0.0%ETFLowMcdonough, GA2026-10-13
First Horizon Corp
120$13.8K0.0%CoreLowMemphis, TN2026-10-26
Key FInancial Inc
118$13.5K0.0%ETFLowWest Chester, PA2026-11-02
Lanark Financial, Inc.
100$11.5K0.0%CoreMediumBirmingham, AL2026-10-26
Spire Wealth Management
96$11.0K0.0%GrowthMediumMclean, VA2026-10-30
Harbor Asset Planning, Inc.
84$9.6K0.0%ETFVery LowBelmont, MA2026-10-23
Ashton Thomas Private Wealth, LLC
83$9.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Richardson Capital Management LLC
70$8.0K0.0%ETFLowMenomonee Falls, WI2026-10-23
3Chopt Investment Partners, LLC
55$6.3K0.0%CoreLowRichmond, VA2026-10-30
Grove Bank & Trust
29$3.3K0.0%ETFLowMiami, FL2026-10-08
Gamma Investing LLC
19$2.2K0.0%IndexVery LowFoster City, CA2026-10-08
CoreCap Advisors, LLC
13$1.5K0.0%ETFMediumSouthfield, MI2026-10-08