ETF Holders

Who owns RWJ?

Small or mid cap

Invesco S&P SmallCap 600 Revenue ETF · Invesco

208 institutions reported holding RWJ, worth $1.2B, in Form 13F filings for June 30, 2026.

13F holders
208
Institutional value
$1.2B
Change from prior quarter
+27.6%
+$255.7M, with price moves
New and sold-out firms
35 / 15
72 added, 70 trimmed

Top 10 institutional holders of RWJ

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$173.7M2,919,275−68,079 shares
Morgan StanleyNew York, NY$165.8M2,786,387+491,170 shares
Bank of America Corp.Charlotte, NC$88.3M1,484,573+144,974 shares
Fusion Family Wealth, LLCWoodbury, NY$87.6M1,471,806−27,166 shares
UBS Group AGZurich, Switzerland$49.4M830,176+45,354 shares
Ameriprise Financial Inc.Minneapolis, MN$47.8M803,936−2,016 shares
Raymond James Financial Inc.St. Petersburg, FL$46.3M777,580+15,935 shares
Osaic Holdings, Inc.Scottsdale, AZ$36.2M608,257+51,030 shares
Focus Partners WealthSt Louis, MO$34.0M572,104+16,132 shares
Wellington Grp LLCIndianapolis, IN$30.2M508,130+22,684 shares
198 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From 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.

Similar ETFs

FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
167 holders, $1.2B
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
240 holders, $1.1B
DES
WisdomTree U.S. SmallCap Dividend Fund
369 holders, $1.1B
FFSM
Fidelity Fundamental Small-Mid Cap ETF
85 holders, $1.3B
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
63 holders, $1.3B
NUSC
Nuveen ESG Small-Cap ETF
267 holders, $1.0B
IMCB
iShares Morningstar Mid-Cap ETF
200 holders, $1.0B
FYX
First Trust Small Cap Core AlphaDEX Fund
204 holders, $1.0B

Compare what they hold: RWJ vs FLQM, RWJ vs REGL, RWJ vs DES, RWJ vs FFSM.

Frequently asked questions

Who owns RWJ?

208 institutional managers reported holding RWJ in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by LPL Financial LLC, at $173.7M.

Did institutions buy or sell RWJ last quarter?

Reported 13F value rose 27.6% from March 31, 2026, which includes price moves as well as buying and selling. 35 firms reported a new position and 15 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 RWJ 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.