INVESCO S&P ULTRA DIVIDEND (RDIV) Institutional Shareholders
INVESCO S&P ULTRA DIVIDEND (RDIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $400.98M in RDIV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RDIV tracked by InsiderSet, reporting ownership valued at approximately $58.33M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $66.33M, representing an estimated gain of +13.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed RDIV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Heartwood Wealth Advisors Llc, Allworth Financial Lp, and several other long-term asset managers with concentrated positions in INVESCO S&P ULTRA DIVIDEND (RDIV).
This page ranks the largest institutional RDIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
120
Total Reported Value
$400.98M
Largest Holder
Morgan Stanley
Largest Position
$58.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,048,007 | $58,332,157 | $66,328,363 | +$7,996,206 | +13.71% | |
| Heartwood Wealth Advisors Llc | 3.44% | 763,888 | $44,305,504 | $48,346,472 | +$4,040,968 | +9.12% | |
| Allworth Financial Lp | 0.17% | 752,785 | $41,899,997 | $47,643,763 | +$5,743,766 | +13.71% | |
| Lpl Financial Llc | 0.01% | 750,121 | $41,751,718 | $47,475,158 | +$5,723,440 | +13.71% | |
| Bank Of America Corp | 0.00% | 512,739 | $28,539,077 | $32,451,251 | +$3,912,174 | +13.71% | |
| Wells Fargo & Company/Mn | 0.00% | 399,394 | $22,230,286 | $25,277,646 | +$3,047,360 | +13.71% | |
| Raymond James Financial Inc | 0.01% | 343,899 | $19,141,411 | $21,765,368 | +$2,623,957 | +13.71% | |
| Ameriprise Financial Inc | 0.00% | 215,763 | $12,009,979 | $13,655,640 | +$1,645,661 | +13.70% | |
| Osaic Holdings, Inc. | 0.01% | 162,537 | $9,049,659 | $10,286,967 | +$1,237,308 | +13.67% | |
| Rockefeller Capital Management L.P. | 0.01% | 135,468 | $7,540,197 | $8,573,770 | +$1,033,573 | +13.71% | |
| Private Advisor Group, Llc | 0.03% | 114,638 | $6,648,980 | $7,255,439 | +$606,459 | +9.12% | |
| Commonwealth Equity Services, Llc | 0.01% | 110,882 | $6,431,170 | $7,017,722 | +$586,552 | +9.12% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 113,627 | $6,324,496 | $7,191,453 | +$866,957 | +13.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 95,582 | $5,702,393 | $6,049,385 | +$346,992 | +6.09% | |
| Ubs Group Ag | 0.00% | 99,811 | $5,555,480 | $6,317,038 | +$761,558 | +13.71% | |
| Stifel Financial Corp | 0.00% | 96,976 | $5,398,020 | $6,137,611 | +$739,591 | +13.70% | |
| Huntington National Bank | 0.03% | 85,120 | $4,737,779 | $5,387,245 | +$649,466 | +13.71% | |
| Jones Financial Companies Lllp | 0.00% | 84,333 | $4,687,240 | $5,337,436 | +$650,196 | +13.87% | |
| Cetera Investment Advisers | 0.00% | 83,366 | $4,640,161 | $5,276,234 | +$636,073 | +13.71% | |
| Hightower Advisors, Llc | 0.00% | 61,683 | $3,433,358 | $3,903,917 | +$470,559 | +13.71% | |
| Ascentis Independent Advisors | 0.25% | 59,597 | $3,317,169 | $3,771,894 | +$454,725 | +13.71% | |
| J.W. Cole Advisors, Inc. | 0.06% | 55,584 | $3,223,877 | $3,517,911 | +$294,034 | +9.12% | |
| Onyx Bridge Wealth Group Llc | 0.28% | 53,734 | $3,116,558 | $3,400,825 | +$284,267 | +9.12% | |
| Gateway Wealth Partners, Llc | 0.11% | 49,540 | $2,757,440 | $3,135,387 | +$377,947 | +13.71% | |
| Royal Bank Of Canada | 0.00% | 45,789 | $2,549,000 | $2,897,986 | +$348,986 | +13.69% | |
| Two Sigma Investments, Lp | 0.00% | 45,000 | $2,504,700 | $2,848,050 | +$343,350 | +13.71% | |
| Integrity Alliance, Llc. | 0.07% | 39,645 | $2,299,410 | $2,509,132 | +$209,722 | +9.12% | |
| &Partners | 0.01% | 41,114 | $2,288,382 | $2,602,105 | +$313,723 | +13.71% | |
| Wcg Wealth Advisors Llc | 0.06% | 39,640 | $2,206,388 | $2,508,816 | +$302,428 | +13.71% | |
| Envestnet Asset Management Inc | 0.00% | 37,337 | $2,165,547 | $2,363,059 | +$197,512 | +9.12% | |
| Wealthspire Advisors, Llc | 0.02% | 38,796 | $2,159,411 | $2,455,399 | +$295,988 | +13.71% | |
| Truist Financial Corp | 0.00% | 32,500 | $1,884,993 | $2,056,925 | +$171,932 | +9.12% | |
| Gts Securities Llc | 0.07% | 33,775 | $1,879,917 | $2,137,620 | +$257,703 | +13.71% | |
| Equitable Holdings, Inc. | 0.01% | 36,062 | $1,876,666 | $2,282,364 | +$405,698 | +21.62% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 22,260 | $1,291,080 | $1,408,835 | +$117,755 | +9.12% | |
| Kingsview Wealth Management, Llc | 0.02% | 20,289 | $1,129,286 | $1,284,091 | +$154,805 | +13.71% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 19,582 | $1,089,954 | $1,239,345 | +$149,391 | +13.71% | |
| Mml Investors Services, Llc | 0.00% | 18,502 | $1,029,840 | $1,170,992 | +$141,152 | +13.71% | |
| Intrua Financial, Llc | 0.09% | 16,575 | $961,356 | $1,049,032 | +$87,676 | +9.12% | |
| Captrust Financial Advisors | 0.00% | 17,177 | $956,071 | $1,087,132 | +$131,061 | +13.71% | |
| Kestra Advisory Services, Llc | 0.00% | 15,842 | $918,863 | $1,002,640 | +$83,777 | +9.12% | |
| Ashton Thomas Securities, Llc | 0.13% | 15,220 | $882,741 | $963,274 | +$80,533 | +9.12% | |
| Savvy Advisors, Inc. | 0.02% | 14,614 | $847,596 | $924,920 | +$77,324 | +9.12% | |
| Concurrent Investment Advisors, Llc | 0.01% | 14,346 | $832,079 | $907,958 | +$75,879 | +9.12% | |
| Mercer Global Advisors Inc | 0.00% | 14,055 | $782,320 | $889,541 | +$107,221 | +13.71% | |
| Aspiriant, Llc | 0.02% | 13,430 | $778,940 | $849,985 | +$71,045 | +9.12% | |
| Cibc Bancorp Usa Inc. | 0.00% | 13,534 | $753,302 | $856,567 | +$103,265 | +13.71% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,530 | $697,420 | $793,024 | +$95,604 | +13.71% | |
| Herold Advisors, Inc. | 0.14% | 11,835 | $690,000 | $749,037 | +$59,037 | +8.56% | |
| Prosperity Financial Group, Inc. | 0.20% | 10,998 | $637,919 | $696,063 | +$58,144 | +9.11% |
Frequently asked questions about RDIV
Who owns the most RDIV stock?
The largest holders of RDIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P ULTRA DIVIDEND (RDIV).
Is RDIV widely held by superinvestors?
Many widely followed stocks like RDIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RDIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.