Who owns RFG?
Invesco S&P MidCap 400 Pure Growth ETF · Invesco
117 institutions reported holding RFG, worth $125.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RFG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $14.8M | 228,910 | +5,340 shares |
| LPL Financial LLC | Fort Mill, SC | $14.6M | 225,864 | +44,310 shares |
| New England Private Wealth Advisors LLC | Wellesley, MA | $11.2M | 185,596 | +7 shares |
| Wells Fargo & Company | San Francisco, CA | $5.1M | 79,512 | +11,217 shares |
| Coldstream Capital Management Inc. | Bellevue, WA | $4.8M | 74,539 | −240 shares |
| Twelve Points Wealth Management LLC | Concord, MA | $4.4M | 68,091 | −722 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $3.5M | 54,494 | +10,013 shares |
| Bank of America Corp. | Charlotte, NC | $3.1M | 48,128 | −1,611 shares |
| Compton Wealth Advisory Group, LLC | Virginia Beach, VA | $3.0M | 47,500 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.8M | 42,823 | +1,229 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RFG?
117 institutional managers reported holding RFG in Form 13F filings for June 30, 2026, worth $125.5M in total. The largest reported position was held by Morgan Stanley, at $14.8M.
Did institutions buy or sell RFG last quarter?
Reported 13F value rose 24.8% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RFG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.