RDIV institutional holders

INVESCO EXCH TRADED FD TR II · 13F, 2026Q2

Managers holding127
Shares held11,662,545
Reported value$676.8m
Quarter flows15 new, 45 added, 41 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SUMITOMO LIFE INSURANCE CO4,400,000$255.2m4.2%
MORGAN STANLEY1,084,783$62.9m0.0%
LPL Financial LLC813,578$47.2m0.0%
Heartwood Wealth Advisors LLC763,888$44.3m3.4%
Allworth Financial LP713,262$41.4m0.2%
BANK OF AMERICA CORP /DE/515,465$29.9m0.0%
WELLS FARGO & COMPANY/MN469,271$27.2m0.0%
RAYMOND JAMES FINANCIAL INC254,862$14.8m0.0%
AMERIPRISE FINANCIAL INC180,339$10.5m0.0%
OSAIC HOLDINGS, INC.170,818$9.9m0.0%
Rockefeller Capital Management L.P.135,013$7.8m0.0%
Private Advisor Group, LLC114,638$6.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC110,882$6.4m0.0%
JONES FINANCIAL COMPANIES LLLP100,957$6.0m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO102,966$6.0m0.0%
UBS Group AG99,195$5.8m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC95,582$5.7m0.0%
STIFEL FINANCIAL CORP96,349$5.6m0.0%
JPMORGAN CHASE & CO78,139$4.6m0.0%
Cetera Investment Advisers74,350$4.3m0.0%
HUNTINGTON NATIONAL BANK73,620$4.3m0.0%
Janney Montgomery Scott LLC61,936$3.6m0.0%
HighTower Advisors, LLC59,993$3.5m0.0%
J.W. COLE ADVISORS, INC.55,584$3.2m0.1%
Onyx Bridge Wealth Group LLC53,734$3.1m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("RDIV"). RDIV price history · All 13F data

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