RWJ institutional holders

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

Managers holding205
Shares held19,876,798
Reported value$1.2bn
Quarter flows31 new, 73 added, 70 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC2,919,275$173.7m0.0%
MORGAN STANLEY2,786,387$165.8m0.0%
BANK OF AMERICA CORP /DE/1,484,573$88.3m0.0%
Fusion Family Wealth, LLC1,471,806$87.6m5.8%
UBS Group AG830,176$49.4m0.0%
AMERIPRISE FINANCIAL INC803,936$47.8m0.0%
RAYMOND JAMES FINANCIAL INC777,580$46.3m0.0%
OSAIC HOLDINGS, INC.608,257$36.2m0.0%
Focus Partners Wealth572,104$34.0m0.0%
Wellington Grp LLC508,130$30.2m8.0%
MAI Capital Management438,051$26.1m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO423,305$25.2m0.0%
WELLS FARGO & COMPANY/MN415,422$24.7m0.0%
CPC Advisors, LLC322,099$19.2m2.6%
COMMONWEALTH EQUITY SERVICES, LLC244,270$14.5m0.0%
Ancora Advisors LLC234,519$14.0m0.3%
Private Advisor Group, LLC221,981$13.2m0.1%
Cambridge Investment Research Advisors, Inc.209,362$12.5m0.0%
INDEPENDENT FINANCIAL GROUP, LLC204,873$12.2m0.2%
FSA WEALTH PARTNERS, INC.182,083$10.8m2.7%
JONES FINANCIAL COMPANIES LLLP176,877$10.6m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC149,274$8.9m0.0%
ROYAL BANK OF CANADA145,182$8.6m0.0%
Cetera Investment Advisers138,125$8.2m0.0%
HARBOUR INVESTMENTS, INC.136,371$8.1m0.1%

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

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