Who owns RZG?
Invesco S&P SmallCap 600 Pure Growth ETF · Invesco
62 institutions reported holding RZG, worth $59.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RZG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $7.2M | 99,485 | −4,022 shares |
| Horizon Family Wealth, Inc. | Chicago, IL | $6.2M | 84,996 | +162 shares |
| Global View Capital Management LLC | Waukesha, WI | $3.9M | 53,946 | New position |
| Twelve Points Wealth Management LLC | Concord, MA | $3.6M | 49,286 | −517 shares |
| Morgan Stanley | New York, NY | $3.3M | 45,986 | +1,877 shares |
| Synergy Asset Management, LLC | Vancouver, WA | $3.0M | 41,705 | New position |
| AQR Capital Management LLC | Greenwich, CT | $2.9M | 40,501 | −876 shares |
| JPMorgan Chase & Co | New York, NY | $2.9M | 40,657 | +26,391 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.7M | 37,568 | +18,494 shares |
| Bank of America Corp. | Charlotte, NC | $1.9M | 26,127 | +1,275 shares |
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.
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Frequently asked questions
Who owns RZG?
62 institutional managers reported holding RZG in Form 13F filings for June 30, 2026, worth $59.6M in total. The largest reported position was held by LPL Financial LLC, at $7.2M.
Did institutions buy or sell RZG last quarter?
Reported 13F value rose 53.0% 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 RZG 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.