RFG institutional holders

INVESCO EXCHANGE TRADED FD T · 13F, 2026Q2

Managers holding117
Shares held2,026,957
Reported value$125.5m
Quarter flows13 new, 24 added, 30 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY228,910$14.8m0.0%
LPL Financial LLC225,864$14.6m0.0%
New England Private Wealth Advisors LLC185,596$11.2m1.1%
WELLS FARGO & COMPANY/MN79,512$5.1m0.0%
COLDSTREAM CAPITAL MANAGEMENT INC74,539$4.8m0.0%
Twelve Points Wealth Management LLC68,091$4.4m0.9%
Ameritas Advisory Services, LLC54,494$3.5m0.1%
BANK OF AMERICA CORP /DE/48,128$3.1m0.0%
Compton Wealth Advisory Group, LLC47,500$3.0m0.6%
COMMONWEALTH EQUITY SERVICES, LLC42,823$2.8m0.0%
Cambridge Investment Research Advisors, Inc.42,652$2.8m0.0%
OSAIC HOLDINGS, INC.40,211$2.6m0.0%
Prosperity Consulting Group, LLC39,947$2.6m0.1%
UBS Group AG36,579$2.4m0.0%
NewEdge Advisors, LLC30,005$1.9m0.0%
ROYAL BANK OF CANADA29,778$1.9m0.0%
KPP Advisory Services LLC28,545$1.8m0.2%
Cetera Investment Advisers26,793$1.7m0.0%
Cornerstone Financial Group, LLC /NE/25,680$1.7m1.0%
RAYMOND JAMES FINANCIAL INC25,384$1.6m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO24,681$1.6m0.0%
FMR LLC23,873$1.5m0.0%
STEPHENS INC /AR/23,700$1.5m0.0%
Kestra Advisory Services, LLC21,832$1.4m0.0%
Corient Private Wealth LP21,000$1.4m0.0%

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

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