RFVINVESCO EXCHANGE TRADED FD T
CUSIP 46137V191 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (RFV) has 85 institutional holders in Filings Flow’s 13F database, together reporting 965.6K shares worth $125M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Royal Bank Of Canada.
Institutional Holders
85
Q1 2026
Reported Value
$125M
Ticker
RFV
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $24M | 181.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $22M | 165.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 71.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 49.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 48.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 45.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 36.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 27.6K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 25.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 23.1K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $3M | 19.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $2M | 16.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 16.1K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 14.4K | Q1 2026 |
| Axiom Financial Strategies, LLC$284M AUM | 0.61% | $2M | 13.4K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 1.01% | $2M | 12.1K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 11.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 11.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 9.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 9.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 9.1K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 0.68% | $1M | 9.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 8.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 8.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 8.3K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.06% | $1M | 8.0K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.23% | $907,255 | 7.1K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $813,555 | 6.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $683,653 | 5.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $670,266 | 5.2K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $670,178 | 5.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $667,146 | 5.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $653,889 | 5.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $643,101 | 4.9K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $616,327 | 4.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $608,650 | 4.7K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.17% | $606,023 | 4.7K | Q4 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $563,000 | 4.3K | Q1 2026 |
| Twelve Points Wealth Management LLC$455M AUM | 0.12% | $546,910 | 4.2K | Q1 2026 |
| Unified Investment Management$98M AUM | 0.54% | $528,247 | 4.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $525,345 | 4.0K | Q1 2026 |
| Greenline Wealth Management LLC$87M AUM | 0.54% | $521,583 | 4.1K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $507,800 | 3.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $497,533 | 3.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $476,112 | 3.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $468,376 | 3.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $384,717 | 3.0K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $381,188 | 2.9K | Q1 2026 |
| Dale Q Rice Investment Management Ltd$132M AUM | 0.28% | $372,360 | 2.9K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.14% | $366,521 | 2.8K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $347,545 | 2.7K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $344,872 | 2.7K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $337,133 | 2.6K | Q4 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $334,194 | 2.6K | Q4 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.14% | $333,939 | 2.6K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $323,719 | 2.8K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.04% | $311,933 | 2.4K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.02% | $305,000 | 2.4K | Q1 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 0.17% | $300,010 | 2.3K | Q4 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.06% | $290,362 | 2.4K | Q2 2025OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.24% | $287,368 | 2.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $286,458 | 2.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $253,978 | 2.0K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $244,872 | 1.9K | Q1 2026 |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $237,199 | 1.8K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.03% | $237,199 | 1.8K | Q1 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.08% | $235,559 | 1.8K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $226,963 | 1.7K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $223,190 | 1.7K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $219,156 | 1.8K | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $219,002 | 1.7K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $207,955 | 1.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $190,198 | 1.5K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $169,089 | 1.3K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $137,640 | 1.1K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.01% | $134,911 | 1.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $121,134 | 932 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $103,588 | 797 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $100,078 | 770 | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.03% | $83,377 | 650 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $74,344 | 572 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $64,986 | 500 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $64,466 | 496 | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $45,880 | 353 | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.02% | $44,254 | 345 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $25,994 | 200 | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $25,994 | 200 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $22,811 | 176 | Q1 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $21,185 | 163 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19,267 | 151 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $17,806 | 137 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $14,427 | 111 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $14,375 | 110 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $10,398 | 80 | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $9,699 | 80 | Q2 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,414 | 50 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,169 | 47 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $5,719 | 44 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,804 | 36 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $4,397 | 34 | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $2,604 | 21 | Q2 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,080 | 16 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,560 | 12 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,534 | 12 | Q4 2025OLDER |
| Transce3nd, LLC$11M AUM | 0.00% | $1,088 | 9 | Q2 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $970 | 7 | Q1 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM | — | $0 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.