Who Owns INVESCO EXCHANGE TRADED (RFV)? -- Institutional Holders (2026-06-30)

97 institutions reported holding $141.2M of INVESCO EXCHANGE TRADED (RFV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($26.3M), LPL Financial LLC ($24.6M), Royal Bank of Canada ($11.1M), Sanctuary Advisors, LLC ($7.0M), RAYMOND JAMES FINANCIAL INC ($7.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$26.3M183,662Added
2LPL Financial LLC$24.6M172,386Added
3Royal Bank of Canada$11.1M77,650Added
4Sanctuary Advisors, LLC$7.0M49,184Added
5RAYMOND JAMES FINANCIAL INC$7.0M48,964Trimmed
6COMMONWEALTH EQUITY SERVICES, LLC$6.5M45,183Trimmed
7Cetera Investment Advisers$5.2M36,393Trimmed
8BANK OF AMERICA CORP /DE/$3.9M27,164Trimmed
9WELLS FARGO & COMPANY/MN$3.4M23,607Added
10Kingsview Wealth Management, LLC$3.1M22,031Added
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M14,984Added
12Cambridge Investment Research Advisors, Inc.$2.1M14,818Trimmed
13ENVESTNET ASSET MANAGEMENT INC$1.8M12,933Trimmed
14JONES FINANCIAL COMPANIES LLLP$1.7M11,829Added
15BNB Wealth Management, LLC$1.7M11,867Trimmed
16Axiom Financial Strategies, LLC$1.7M11,742Trimmed
17OSAIC HOLDINGS, INC.$1.6M11,350Trimmed
18MML INVESTORS SERVICES, LLC$1.5M10,781Added
19Saxony Capital Management, LLC$1.5M10,237Added
20Kestra Advisory Services, LLC$1.4M10,128Added
21Advisory Services Network, LLC$1.4M10,045Added
22AMERIPRISE FINANCIAL INC$1.2M8,174Trimmed
23Merit Financial Group, LLC$1.1M7,675Trimmed
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M7,381New
25CITADEL ADVISORS LLC$1.0M7,243Added

Source: SEC Form 13F filings · as of 2026-06-30