IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco S&P Smallcap 600 (RWJ)

CUSIP: 46138G664 | NYSE | 468 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Fusion Family Wealth, LLC1,453,941
5.4% of portfolio›$81.7M
CPC Advisors, LLC324,761
2.5% of portfolio›$18.3M
Commonwealth Equity Services, LLC233,870
0.0% of portfolio›$13.1M
Independent Financial Group, LLC202,969
0.2% of portfolio›$11.4M
Koshinski Asset Management, Inc.150,991
0.4% of portfolio›$8.5M
Wealth Enhancement Advisory Services, LLC147,791
0.0% of portfolio›$8.5M
Cyr Financial Inc.144,684
4.0% of portfolio›$8.1M
IFP Advisors, Inc133,160
0.1% of portfolio›$7.5M
FSA Wealth Partners, Inc.119,468
1.8% of portfolio›$6.7M
Cambridge Investment Research Advisors, Inc.100,468
0.0% of portfolio›$5.6M
Advisor OS, LLC94,925
0.4% of portfolio›$5.3M
CoreCap Advisors, LLC65,457
0.1% of portfolio›$3.7M
Guidance Capital, Inc57,689
0.8% of portfolio›$3.4M
Moneco Advisors, LLC48,743
0.2% of portfolio›$2.7M
Carolina Wealth Management Inc47,918
1.2% of portfolio›$2.7M
Main Street Group, LTD46,915
0.6% of portfolio›$2.6M
Patriot Financial Group Insurance Agency, LLC42,063
0.2% of portfolio›$2.4M
First Bank & Trust41,482
0.3% of portfolio›$2.3M
James Investment Research, Inc.39,545
0.2% of portfolio›$2.2M
Opinicus Capital, Inc.37,027
1.1% of portfolio›$2.1M
Prime Capital Investment Advisors, LLC33,802
0.0% of portfolio›$1.9M
Creative Planning32,675
0.0% of portfolio›$1.8M
Klingman & Associates, LLC28,103
0.1% of portfolio›$1.6M
Sigma Planning Corp27,564
0.0% of portfolio›$1.5M
Nottingham Advisors, Inc.26,680
0.2% of portfolio›$1.5M
Kestra Advisory Services, LLC23,797
0.0% of portfolio›$1.3M
Truist Financial Corp20,549
0.0% of portfolio›$1.2M
Citizens Financial Group Inc19,916
0.0% of portfolio›$1.1M
Cathy Pareto & Associates, Inc19,742
0.6% of portfolio›$1.1M
Obermeyer Wealth Partners17,103
0.0% of portfolio›$961.6K
Carlson Financial, Inc.16,208
0.5% of portfolio›$911.2K
Atria Investments, Inc15,820
0.0% of portfolio›$889.4K
Sowell Financial Services LLC14,918
0.0% of portfolio›$838.7K
Avior Wealth Management, LLC13,878
0.0% of portfolio›$780.2K
Asset Dedication, LLC13,809
0.0% of portfolio›$776.4K
Sensible Money, LLC13,809
0.2% of portfolio›$776.4K
Key FInancial Inc12,642
0.1% of portfolio›$710.7K
Tsfg, LLC12,200
0.0% of portfolio›$686
Claro Advisors Inc.11,093
0.1% of portfolio›$623.7K
S.A. Mason LLC10,825
0.2% of portfolio›$608.6K
Sunrise Financial Services, LLC10,288
0.3% of portfolio›$578.4K
Meridian Financial Advisors, LLC9,828
0.3% of portfolio›$552.5K
Nations Financial Group Inc,9,266
0.0% of portfolio›$520.9K
Annex Advisory Services, LLC7,170
0.0% of portfolio›$403.1K
Financial Solutions Advisory Group, Inc.7,090
0.1% of portfolio›$404.3K
Larson Financial Group LLC6,727
0.0% of portfolio›$378.2K
Trust Co of Toledo NA6,365
0.0% of portfolio›$357.8K
Prospera Financial Services Inc5,885
0.0% of portfolio›$346.0K
Parsons Capital Management Inc5,850
0.0% of portfolio›$328.9K
Red Mountain Financial, LLC5,130
0.2% of portfolio›$288.4K
Signature Estate & Investment Advisors LLC4,986
0.0% of portfolio›$280.3K
Farther Finance Advisors, LLC4,814
0.0% of portfolio›$270.6K
Creative Financial Designs Inc4,740
0.0% of portfolio›$266.5K
Burke & Herbert Bank & Trust Co4,726
0.1% of portfolio›$265.7K
Titleist Asset Management, LLC4,719
0.0% of portfolio›$265.3K
Whitaker-Myers Wealth Managers, Ltd.4,702
0.0% of portfolio›$264.3K
Ascentis Independent Advisors4,620
0.0% of portfolio›$259.7K
Kestra Private Wealth Services, LLC4,416
0.0% of portfolio›$248.3K
Oppenheimer & Co Inc4,389
0.0% of portfolio›$246.8K
WBI Investments, LLC4,194
0.1% of portfolio›$235.8K
Balboa Wealth Partners4,181
0.0% of portfolio›$235.0K
Aviance Capital Partners, LLC4,062
0.0% of portfolio›$228.4K
Lodestone Wealth Management LLC3,925
0.1% of portfolio›$220.7K
J.W. Cole Advisors, Inc.3,856
0.0% of portfolio›$216.8K
Opulen Financial Group LLC3,852
0.1% of portfolio›$216.6K
Unique Wealth, LLC3,598
0.0% of portfolio›$202.3K
Fifth Third Bancorp3,510
0.0% of portfolio›$197.4K
Ashton Thomas Securities, LLC2,921
0.0% of portfolio›$164.2K
US Bancorp \de\2,380
0.0% of portfolio›$133.8K
Register Financial Advisors LLC2,292
0.0% of portfolio›$128.9K
Ashton Thomas Private Wealth, LLC2,173
0.0% of portfolio›$122.2K
Beacon Investment Advisory Services, Inc.1,922
0.0% of portfolio›$108.1K
Friedenthal Financial1,192
0.0% of portfolio›$67.0K
AlphaCore Capital LLC717
0.0% of portfolio›$40.3K
Private Trust Co NA622
0.0% of portfolio›$35.0K
Tompkins Financial Corp456
0.0% of portfolio›$25.6K
Signature Equity Partners, LLC360
0.0% of portfolio›$20.2K
Lanark Financial, Inc.268
0.0% of portfolio›$15.1K
RMG Wealth Management LLC261
0.0% of portfolio›$15.2K
Kingdom Financial Group Llc.245
0.0% of portfolio›$13.8K
Assetmark, Inc177
0.0% of portfolio›$9.9K
Signaturefd, LLC153
0.0% of portfolio›$8.6K
Dhjj Financial Advisors, Ltd.108
0.0% of portfolio›$6.1K
Glass Jacobson Investment Advisors llc48
0.0% of portfolio›$2.7K
Fairscale Capital, LLC36
0.0% of portfolio›$2.1K
Rydar Equities, Inc.35
0.0% of portfolio›$2.0K
Latitude Advisors, LLC30
0.0% of portfolio›$1.7K
Blue Trust, Inc.17
0.0% of portfolio›$958
IFS Advisors, LLC11
0.0% of portfolio›$620
Citigroup Inc1
0.0% of portfolio›$56
Covestor Ltd0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Fusion Family Wealth, LLC
1,453,941$81.7M5.4%ETFVery LowWoodbury, NY2026-11-02
CPC Advisors, LLC
324,761$18.3M2.5%ETFMediumAtlanta, GA2026-10-21
Commonwealth Equity Services, LLC
233,870$13.1M0.0%ETFLowWaltham, MA2026-11-02
Independent Financial Group, LLC
202,969$11.4M0.2%GrowthLowSan Diego, CA2026-10-13
Koshinski Asset Management, Inc.
150,991$8.5M0.4%ETFLowDecatur, IL2026-10-29
Wealth Enhancement Advisory Services, LLC
147,791$8.5M0.0%CoreLowPlymouth, MN2026-10-13
Cyr Financial Inc.
144,684$8.1M4.0%ETFLowHennepin, IL2026-10-16
IFP Advisors, Inc
133,160$7.5M0.1%GrowthLowTampa, FL2026-10-16
FSA Wealth Partners, Inc.
119,468$6.7M1.8%ETFHighRockville, MD2026-10-26
Cambridge Investment Research Advisors, Inc.
100,468$5.6M0.0%ETFLowFairfield, IA2026-11-02
Advisor OS, LLC
94,925$5.3M0.4%ETFMediumChicago, IL2026-11-03
CoreCap Advisors, LLC
65,457$3.7M0.1%ETFMediumSouthfield, MI2026-10-08
Guidance Capital, Inc
57,689$3.4M0.8%ETFMediumLousville, KY2026-11-03
Moneco Advisors, LLC
48,743$2.7M0.2%ETFLowFairfield, CT2026-11-05
Carolina Wealth Management Inc
47,918$2.7M1.2%ETFN/AGreenville, NC2026-10-29
Main Street Group, LTD
46,915$2.6M0.6%ETFMediumGlen Allen, VA2026-10-28
Patriot Financial Group Insurance Agency, LLC
42,063$2.4M0.2%GrowthLowWalpole, MA2026-10-14
First Bank & Trust
41,482$2.3M0.3%CoreLowBrookings, SD2026-10-19
James Investment Research, Inc.
39,545$2.2M0.2%CoreLowAlpha, OH2026-10-22
Opinicus Capital, Inc.
37,027$2.1M1.1%GrowthLowTampa, FL2026-10-28
Prime Capital Investment Advisors, LLC
33,802$1.9M0.0%ETFLowOverland Park, KS2026-10-20
Creative Planning
32,675$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Klingman & Associates, LLC
28,103$1.6M0.1%ETFVery LowNew York, NY2026-10-20
Sigma Planning Corp
27,564$1.5M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Nottingham Advisors, Inc.
26,680$1.5M0.2%ETFLowAmherst, NY2026-10-29
Kestra Advisory Services, LLC
23,797$1.3M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
20,549$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Citizens Financial Group Inc
19,916$1.1M0.0%GrowthLowProvidence, RI2026-10-23
Cathy Pareto & Associates, Inc
19,742$1.1M0.6%ETFLowCoral Gables, FL2026-10-15
Obermeyer Wealth Partners
17,103$961.6K0.0%GrowthLowAspen, CO2026-10-21
Carlson Financial, Inc.
16,208$911.2K0.5%GrowthLowCanby, OR2026-11-05
Atria Investments, Inc
15,820$889.4K0.0%CoreMediumCharlotte, NC2026-10-15
Sowell Financial Services LLC
14,918$838.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Avior Wealth Management, LLC
13,878$780.2K0.0%ETFMediumOmaha, NE2026-10-13
Asset Dedication, LLC
13,809$776.4K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
13,809$776.4K0.2%ETFVery LowScottsdale, AZ2026-10-20
Key FInancial Inc
12,642$710.7K0.1%ETFLowWest Chester, PA2026-11-02
Tsfg, LLC
12,200$6860.0%ETFLowLake Forest, IL2026-10-23
Claro Advisors Inc.
11,093$623.7K0.1%CoreLowBoston, MA2026-11-02
S.A. Mason LLC
10,825$608.6K0.2%GrowthVery LowHolland, MI2026-10-13
Sunrise Financial Services, LLC
10,288$578.4K0.3%ETFMediumBurien, WA2026-10-21
Meridian Financial Advisors, LLC
9,828$552.5K0.3%ETFVery LowHolliston, MA2026-10-14
Nations Financial Group Inc,
9,266$520.9K0.0%CoreLowCedar Rapids, IA2026-11-05
Annex Advisory Services, LLC
7,170$403.1K0.0%GrowthHighBrookfield, WI2026-10-16
Financial Solutions Advisory Group, Inc.
7,090$404.3K0.1%ETFMediumChicago, IL2026-10-28
Larson Financial Group LLC
6,727$378.2K0.0%GrowthLowSt Louis, MO2026-11-05
Trust Co of Toledo NA
6,365$357.8K0.0%GrowthVery LowHolland, OH2026-10-16
Prospera Financial Services Inc
5,885$346.0K0.0%CoreMediumDallas, TX2026-11-04
Parsons Capital Management Inc
5,850$328.9K0.0%CoreLowProvidence, RI2026-10-28
Red Mountain Financial, LLC
5,130$288.4K0.2%ETFLowFort Collins, CO2026-11-03
Signature Estate & Investment Advisors LLC
4,986$280.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Farther Finance Advisors, LLC
4,814$270.6K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
4,740$266.5K0.0%ETFMediumKokomo, IN2026-11-04
Burke & Herbert Bank & Trust Co
4,726$265.7K0.1%CoreVery LowAlexandria, VA2026-11-02
Titleist Asset Management, LLC
4,719$265.3K0.0%ETFLowSan Antonio, TX2026-10-08
Whitaker-Myers Wealth Managers, Ltd.
4,702$264.3K0.0%ETFMediumMansfield, OH2026-10-09
Ascentis Independent Advisors
4,620$259.7K0.0%ETFLowDallas, TX2026-11-03
Kestra Private Wealth Services, LLC
4,416$248.3K0.0%GrowthLowAustin, TX2026-10-30
Oppenheimer & Co Inc
4,389$246.8K0.0%CoreLowNew York, NY2026-10-26
WBI Investments, LLC
4,194$235.8K0.1%ValueVery HighRed Bank, NJ2026-11-05
Balboa Wealth Partners
4,181$235.0K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Aviance Capital Partners, LLC
4,062$228.4K0.0%CoreLowNaples, FL2026-10-29
Lodestone Wealth Management LLC
3,925$220.7K0.1%CoreLowSpokane, WA2026-10-14
J.W. Cole Advisors, Inc.
3,856$216.8K0.0%IndexLowTampa, FL2026-11-05
Opulen Financial Group LLC
3,852$216.6K0.1%ETFVery LowArlington, VA2026-10-22
Unique Wealth, LLC
3,598$202.3K0.0%ETFMediumTampa, FL2026-10-16
Fifth Third Bancorp
3,510$197.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Ashton Thomas Securities, LLC
2,921$164.2K0.0%ETFMediumRochester, NY2026-10-26
US Bancorp \de\
2,380$133.8K0.0%IndexLowMinneapolis, MN2026-11-05
Register Financial Advisors LLC
2,292$128.9K0.0%GARPLowAtlanta, GA2026-10-23
Ashton Thomas Private Wealth, LLC
2,173$122.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Beacon Investment Advisory Services, Inc.
1,922$108.1K0.0%GrowthLowMorristown, NJ2026-10-13
Friedenthal Financial
1,192$67.0K0.0%ETFHighMarlton, NJ2026-10-27
AlphaCore Capital LLC
717$40.3K0.0%ETFLowLa Jolla, CA2026-11-04
Private Trust Co NA
622$35.0K0.0%CoreLowCleveland, OH2026-10-20
Tompkins Financial Corp
456$25.6K0.0%CoreLowIthaca, NY2026-10-05
Signature Equity Partners, LLC
360$20.2K0.0%GrowthMediumColumbus, OH2026-10-29
Lanark Financial, Inc.
268$15.1K0.0%CoreMediumBirmingham, AL2026-10-26
RMG Wealth Management LLC
261$15.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Kingdom Financial Group Llc.
245$13.8K0.0%ETFMediumPeoria, AZ2026-11-04
Assetmark, Inc
177$9.9K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
153$8.6K0.0%IndexLowAtlanta, GA2026-10-23
Dhjj Financial Advisors, Ltd.
108$6.1K0.0%ETFVery LowNaperville, IL2026-10-23
Glass Jacobson Investment Advisors llc
48$2.7K0.0%ETFLowOwings Mills, MD2026-10-26
Fairscale Capital, LLC
36$2.1K0.0%GrowthVery LowNashua, NH2026-11-04
Rydar Equities, Inc.
35$2.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Latitude Advisors, LLC
30$1.7K0.0%ETFLowYorkville, IL2026-10-27
Blue Trust, Inc.
17$9580.0%ETFLowBrentwood, TN2026-10-15
IFS Advisors, LLC
11$6200.0%ETFLowOverland Park, KS2026-10-14
Citigroup Inc
1$560.0%CoreMediumNew York, NY2026-11-04
Covestor Ltd
0$00.0%ValueHighLondon, United Kingdom2026-10-30