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Invesco S&P Midcap 400 REV (RWK)

CUSIP: 46138G672 | NYSE | 301 institutional holders

Quarters

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

Vantagepoint Investment Advisers LLC552,944
0.6% of portfolio›$76.5M
Fusion Family Wealth, LLC545,823
5.0% of portfolio›$75.5M
Resonant Capital Advisors, LLC171,809
1.1% of portfolio›$23.8M
RVW Wealth, LLC128,109
1.1% of portfolio›$17.7M
Commonwealth Equity Services, LLC107,003
0.0% of portfolio›$14.8M
Sound Income Strategies, LLC105,679
0.7% of portfolio›$15.0M
EverSource Wealth Advisors, LLC47,595
0.2% of portfolio›$6.6M
Ipsen Advisor Group LLC43,929
4.1% of portfolio›$6.1M
Wealth Enhancement Advisory Services, LLC41,267
0.0% of portfolio›$5.8M
Marshall & Sterling Wealth Advisors Inc.35,138
2.8% of portfolio›$4.9M
GHP Investment Advisors, Inc.23,286
0.1% of portfolio›$3.2M
Perigon Wealth Management, LLC23,115
0.0% of portfolio›$3.2M
Kestra Advisory Services, LLC21,208
0.0% of portfolio›$2.9M
Truist Financial Corp16,049
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.15,949
0.0% of portfolio›$2.2M
Patriot Financial Group Insurance Agency, LLC15,842
0.2% of portfolio›$2.2M
Independent Wealth Network Inc.13,612
0.5% of portfolio›$1.9M
Klingman & Associates, LLC12,934
0.1% of portfolio›$1.8M
Prism Advisors, Inc.7,081
0.3% of portfolio›$1.0M
Sigma Planning Corp6,750
0.0% of portfolio›$934.2K
J.W. Cole Advisors, Inc.5,992
0.0% of portfolio›$829.2K
J. Derek Lewis & Associates Inc.5,906
0.1% of portfolio›$817.5K
Signature Estate & Investment Advisors LLC5,698
0.0% of portfolio›$788.7K
Claro Advisors Inc.5,608
0.1% of portfolio›$776.2K
Anson Capital, Inc.4,131
0.4% of portfolio›$571.7K
Nations Financial Group Inc,4,021
0.0% of portfolio›$556.5K
Willner & Heller, LLC3,775
0.3% of portfolio›$522.5K
Investors Research Corp3,609
0.1% of portfolio›$499.4K
Guidance Capital, Inc3,508
0.1% of portfolio›$517.5K
BAM Wealth Management, LLC3,403
0.3% of portfolio›$471.0K
Avestar Capital, LLC3,022
0.0% of portfolio›$418.2K
Advisor OS, LLC3,000
0.0% of portfolio›$415.2K
Miramontes Capital, LLC2,660
0.1% of portfolio›$368.2K
Fifth Third Bancorp2,646
0.0% of portfolio›$366.2K
IFP Advisors, Inc2,584
0.0% of portfolio›$357.6K
HUB Investment Partners, LLC2,561
0.0% of portfolio›$354.5K
Colonial River Investments, LLC2,367
0.1% of portfolio›$327.6K
Parsons Capital Management Inc2,175
0.0% of portfolio›$301.0K
United Advisor Group, LLC1,974
0.0% of portfolio›$273.2K
Parallel Advisors, LLC1,961
0.0% of portfolio›$271.4K
Burke & Herbert Bank & Trust Co1,885
0.1% of portfolio›$260.9K
Wedbush Securities Inc1,846
0.0% of portfolio›$255
US Bancorp \de\1,758
0.0% of portfolio›$243.3K
Integrated Advisors Network LLC1,701
0.0% of portfolio›$235.4K
Prospera Financial Services Inc1,655
0.0% of portfolio›$240.8K
Mascagni Wealth Management, Inc.1,628
0.1% of portfolio›$225.3K
First Financial Corp1,608
0.1% of portfolio›$222.5K
Balboa Wealth Partners1,541
0.0% of portfolio›$213.3K
Simplicity Wealth,LLC1,492
0.0% of portfolio›$206.5K
Private Trust Co NA1,189
0.0% of portfolio›$164.6K
Trust Co of Vermont921
0.0% of portfolio›$127.5K
Farther Finance Advisors, LLC294
0.0% of portfolio›$40.7K
Heritage Family Offices, LLP193
0.0% of portfolio›$26.7K
AlphaCore Capital LLC182
0.0% of portfolio›$25.2K
Key FInancial Inc168
0.0% of portfolio›$23.3K
Valley National Advisers Inc156
0.0% of portfolio›$21.6K
RMG Wealth Management LLC154
0.0% of portfolio›$22.2K
Caldwell Trust Co152
0.0% of portfolio›$21.0K
Planning Strategies Inc.92
0.0% of portfolio›$12.7K
Spire Wealth Management85
0.0% of portfolio›$11.8K
Morton Brown Family Wealth, LLC60
0.0% of portfolio›$8.3K
Latitude Advisors, LLC36
0.0% of portfolio›$5.0K
Avion Wealth25
0.0% of portfolio›$3
Richardson Capital Management LLC16
0.0% of portfolio›$2.3K
Capital Investment Advisory Services, LLC2
0.0% of portfolio›$297
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
552,944$76.5M0.6%ETFVery LowWashington, DC2026-10-26
Fusion Family Wealth, LLC
545,823$75.5M5.0%ETFVery LowWoodbury, NY2026-11-02
Resonant Capital Advisors, LLC
171,809$23.8M1.1%ETFLowMadison, WI2026-10-15
RVW Wealth, LLC
128,109$17.7M1.1%ETFVery LowLos Angeles, CA2026-10-06
Commonwealth Equity Services, LLC
107,003$14.8M0.0%ETFLowWaltham, MA2026-11-02
Sound Income Strategies, LLC
105,679$15.0M0.7%YieldMediumFt Lauderdale, FL2026-10-09
EverSource Wealth Advisors, LLC
47,595$6.6M0.2%CoreMediumBirmingham, AL2026-11-04
Ipsen Advisor Group LLC
43,929$6.1M4.1%ETFLowLittle Rock, AR2026-10-29
Wealth Enhancement Advisory Services, LLC
41,267$5.8M0.0%CoreLowPlymouth, MN2026-10-13
Marshall & Sterling Wealth Advisors Inc.
35,138$4.9M2.8%ETFMediumPoughkeepsie, NY2026-10-28
GHP Investment Advisors, Inc.
23,286$3.2M0.1%CoreVery LowDenver, CO2026-10-15
Perigon Wealth Management, LLC
23,115$3.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Kestra Advisory Services, LLC
21,208$2.9M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
16,049$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
15,949$2.2M0.0%ETFLowFairfield, IA2026-11-02
Patriot Financial Group Insurance Agency, LLC
15,842$2.2M0.2%GrowthLowWalpole, MA2026-10-14
Independent Wealth Network Inc.
13,612$1.9M0.5%ETFMediumUrbandale, IA2026-10-19
Klingman & Associates, LLC
12,934$1.8M0.1%ETFVery LowNew York, NY2026-10-20
Prism Advisors, Inc.
7,081$1.0M0.3%ETFMediumStudio City, CA2026-10-09
Sigma Planning Corp
6,750$934.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
J.W. Cole Advisors, Inc.
5,992$829.2K0.0%IndexLowTampa, FL2026-11-05
J. Derek Lewis & Associates Inc.
5,906$817.5K0.1%ETFLowNewport Beach, CA2026-11-03
Signature Estate & Investment Advisors LLC
5,698$788.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Claro Advisors Inc.
5,608$776.2K0.1%CoreLowBoston, MA2026-11-02
Anson Capital, Inc.
4,131$571.7K0.4%ETFLowTyrone, GA2026-10-23
Nations Financial Group Inc,
4,021$556.5K0.0%CoreLowCedar Rapids, IA2026-11-05
Willner & Heller, LLC
3,775$522.5K0.3%GrowthLowEncino, CA2026-10-28
Investors Research Corp
3,609$499.4K0.1%ETFLowAtlanta, GA2026-10-07
Guidance Capital, Inc
3,508$517.5K0.1%ETFMediumLousville, KY2026-11-03
BAM Wealth Management, LLC
3,403$471.0K0.3%ETFHighLakewood, CO2026-10-15
Avestar Capital, LLC
3,022$418.2K0.0%GrowthLowNew York, NY2026-10-28
Advisor OS, LLC
3,000$415.2K0.0%ETFMediumChicago, IL2026-11-03
Miramontes Capital, LLC
2,660$368.2K0.1%GrowthVery LowNewport, CA2026-10-19
Fifth Third Bancorp
2,646$366.2K0.0%IndexVery LowCincinnati, OH2026-11-05
IFP Advisors, Inc
2,584$357.6K0.0%GrowthLowTampa, FL2026-10-16
HUB Investment Partners, LLC
2,561$354.5K0.0%GrowthLowAustin, TX2026-11-03
Colonial River Investments, LLC
2,367$327.6K0.1%GrowthMediumMidlothian, VA2026-10-19
Parsons Capital Management Inc
2,175$301.0K0.0%CoreLowProvidence, RI2026-10-28
United Advisor Group, LLC
1,974$273.2K0.0%ETFLowCincinnati, OH2026-11-03
Parallel Advisors, LLC
1,961$271.4K0.0%IndexLowSan Francisco, CA2026-11-03
Burke & Herbert Bank & Trust Co
1,885$260.9K0.1%CoreVery LowAlexandria, VA2026-11-02
Wedbush Securities Inc
1,846$2550.0%CoreLowPasadena, CA2026-10-22
US Bancorp \de\
1,758$243.3K0.0%IndexLowMinneapolis, MN2026-11-05
Integrated Advisors Network LLC
1,701$235.4K0.0%GrowthMediumDallas, TX2026-10-20
Prospera Financial Services Inc
1,655$240.8K0.0%CoreMediumDallas, TX2026-11-04
Mascagni Wealth Management, Inc.
1,628$225.3K0.1%ETFLowClinton, MS2026-10-23
First Financial Corp
1,608$222.5K0.1%CoreVery LowTerre Haute, IN2026-10-13
Balboa Wealth Partners
1,541$213.3K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Simplicity Wealth,LLC
1,492$206.5K0.0%ETFLowSummit, NJ2026-10-23
Private Trust Co NA
1,189$164.6K0.0%CoreLowCleveland, OH2026-10-20
Trust Co of Vermont
921$127.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Farther Finance Advisors, LLC
294$40.7K0.0%IndexLowSan Francisco, CA2026-10-08
Heritage Family Offices, LLP
193$26.7K0.0%GrowthHighScottsdale, AZ2026-11-02
AlphaCore Capital LLC
182$25.2K0.0%ETFLowLa Jolla, CA2026-11-04
Key FInancial Inc
168$23.3K0.0%ETFLowWest Chester, PA2026-11-02
Valley National Advisers Inc
156$21.6K0.0%ETFLowBethlehem, PA2026-10-23
RMG Wealth Management LLC
154$22.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Caldwell Trust Co
152$21.0K0.0%GrowthLowVenice, FL2026-10-30
Planning Strategies Inc.
92$12.7K0.0%ETFN/ALancaster, PA2026-10-02
Spire Wealth Management
85$11.8K0.0%GrowthMediumMclean, VA2026-10-30
Morton Brown Family Wealth, LLC
60$8.3K0.0%ETFVery LowAllentown, PA2026-10-23
Latitude Advisors, LLC
36$5.0K0.0%ETFLowYorkville, IL2026-10-27
Avion Wealth
25$30.0%ETFLowThe Woodlands, TX2026-11-04
Richardson Capital Management LLC
16$2.3K0.0%ETFLowMenomonee Falls, WI2026-10-23
Capital Investment Advisory Services, LLC
2$2970.0%CoreMediumRaleigh, NC2026-10-30