INVESCO EXCHANGE-TRADED FUND TRUST - RZG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Reduced | 135,915 | 7,391 | 0.02% | 0.02% | 1 | -8,456 | -5.86% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 106,120 | 5,770 | 0.0% | 0.0% | 2 | +1,785 | 1.71% | Q4 2025 | Feb 11, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 72,604 | 3,948 | 2.1% | 0.72% | 3 | +49,568 | 215.18% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 58,348 | 3,172 | 0.0% | 0.0% | 4 | +985 | 1.72% | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 50,000 | 2,841 | 0.64% | 0.68% | 5 | -13 | -0.03% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 37,212 | 2,023 | 0.0% | 0.0% | 6 | -2,086 | -5.31% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 24,016 | 1,305 | 0.0% | 0.0% | 7 | -536 | -2.18% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,891 | 1,299 | 0.0% | 0.0% | 8 | +434 | 1.85% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,236 | 1,209 | 0.0% | 0.0% | 9 | -5,298 | -19.24% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,170 | 1,205 | 0.01% | 0.02% | 10 | +72 | 0.33% | Q4 2025 | Jan 23, 2026 |
| Global View Capital Management LLC | History | New | 19,949 | 1,084 | 0.2% | — | 11 | +19,949 | New | Q4 2025 | Jan 14, 2026 |
| IMC-Chicago, LLC | History | New | 19,853 | 1,079 | 0.0% | — | 12 | +19,853 | New | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,175 | 1,043 | 0.0% | 0.0% | 13 | -318 | -1.63% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 18,815 | 1,023 | 0.06% | 0.06% | 14 | +1 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Tempo Wealth, LLC | History | New | 18,533 | 1,007 | 0.18% | — | 15 | +18,533 | New | Q4 2025 | Feb 25, 2026 |
| Allworth Financial LP | History | New | 17,760 | 965 | 0.0% | — | 16 | +17,760 | New | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | Reduced | 14,039 | 763 | 0.14% | 0.15% | 17 | -362 | -2.51% | Q4 2025 | Jan 06, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 11,332 | 616 | 0.44% | 0.47% | 18 | +10 | 0.09% | Q4 2025 | Jan 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 10,080 | 548 | 0.26% | 0.29% | 19 | -810 | -7.44% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,923 | 539 | 0.0% | 0.0% | 20 | -122 | -1.21% | Q4 2025 | Feb 18, 2026 |
| Purus Wealth Management, LLC | History | No change | 9,005 | 489 | 0.15% | 0.16% | 21 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 7,865 | 427 | 0.03% | 0.03% | 22 | +4 | 0.05% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,738 | 366 | 0.0% | 0.0% | 23 | -904 | -11.83% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,272 | 341 | 0.0% | 0.0% | 24 | +74 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 6,192 | 336 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 5,391 | 293 | 0.19% | 0.19% | 26 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Heritage Trust Co | History | No change | 5,295 | 287 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,117 | 278 | 0.0% | 0.0% | 28 | -449 | -8.07% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 4,800 | 261 | 0.01% | — | 29 | +4,800 | New | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,721 | 256 | 0.01% | — | 30 | +4,721 | New | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,436 | 241 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,445 | 241 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,332 | 236 | 0.0% | — | 33 | +4,332 | New | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | No change | 4,262 | 231 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,035 | 219 | 0.01% | 0.01% | 35 | +191 | 4.97% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 3,829 | 208 | 0.0% | — | 36 | +3,829 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,648 | 198 | 0.0% | 0.0% | 37 | +1,200 | 49.02% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 3,596 | 195 | 0.0% | 0.0% | 38 | -8,783 | -70.95% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,277 | 178 | 0.01% | — | 39 | +3,277 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,070 | 166 | 0.0% | 0.0% | 40 | -89 | -2.82% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,802 | 152 | 0.0% | 0.0% | 41 | -80 | -2.78% | Q4 2025 | Feb 17, 2026 |
| Collier Financial | History | No change | 1,117 | 60 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 975 | 53 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | New | 909 | 52 | 0.0% | — | 44 | +909 | New | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 750 | 40 | 0.0% | 0.0% | 45 | +98 | 15.03% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 687 | 37 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 555 | 30 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | No change | 551 | 29 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 530 | 28 | 0.0% | 0.0% | 49 | +222 | 72.08% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 341 | 18 | 0.0% | — | 50 | +341 | New | Q4 2025 | Mar 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 285 | 15 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | No change | 222 | 12 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 186 | 10 | 0.0% | — | 53 | +186 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 172 | 9 | 0.0% | — | 54 | +172 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,877 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.02% | — | -20,100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,081 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -792 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 19, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CITIGROUP INC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |