Who Owns INVESCO (RZG)? -- Institutional Holders (2026-06-30)

70 institutions reported holding $58.2M of INVESCO (RZG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($7.2M), Horizon Family Wealth, Inc. ($6.2M), Global View Capital Management LLC ($3.9M), Twelve Points Wealth Management LLC ($3.6M), MORGAN STANLEY ($3.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$7.2M99,485Trimmed
2Horizon Family Wealth, Inc.$6.2M84,996Added
3Global View Capital Management LLC$3.9M53,946New
4Twelve Points Wealth Management LLC$3.6M49,286Trimmed
5MORGAN STANLEY$3.3M45,986Added
6Synergy Asset Management, LLC$3.0M41,705New
7AQR CAPITAL MANAGEMENT LLC$2.9M40,501Trimmed
8JPMORGAN CHASE & CO$2.9M40,657Added
9BANK OF AMERICA CORP /DE/$1.9M26,127Added
10OSAIC HOLDINGS, INC.$1.7M23,480Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$1.7M23,419Added
12AMERIPRISE FINANCIAL INC$1.7M22,971Added
13MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.4M19,654Hold
14Cambridge Investment Research Advisors, Inc.$1.4M18,784Trimmed
15Berger Financial Group, Inc$1.3M17,525Trimmed
16Allworth Financial LP$1.2M16,711Trimmed
17Tempo Wealth, LLC$1.2M16,603Trimmed
18WILLNER & HELLER, LLC$824,25211,339Trimmed
19WELLS FARGO & COMPANY/MN$733,80910,094Trimmed
20PACIFIC SUN FINANCIAL CORP$633,9298,720Trimmed
21Purus Wealth Management, LLC$605,4108,328Trimmed
22RAYMOND JAMES FINANCIAL INC$603,1328,297Trimmed
23FAS Wealth Partners, Inc.$554,7897,632Trimmed
24Investors Research Corp$534,2397,349Trimmed
25ENVESTNET ASSET MANAGEMENT INC$489,1836,729Trimmed

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