RDIV Institutional Ownership & Shareholders
INVESCO S&P ULTRA DIVIDEND (RDIV) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $660.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sumitomo Life Insurance Co is currently the largest disclosed institutional shareholder of RDIV tracked by InsiderSet, reporting ownership valued at approximately $255.20M in its June 30, 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 $267.52M, representing an estimated gain of +4.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed RDIV value among the investors covered in this analysis. Major shareholders include Sumitomo Life Insurance Co, Morgan Stanley, Lpl Financial Llc, 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
121
Total Reported Value
$660.15M
Largest Holder
Sumitomo Life Insurance Co
Largest Position
$255.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 4.17% | 4,400,000 | $255,200,000 | $267,520,000 | +$12,320,000 | +4.83% | |
| Morgan Stanley | 0.00% | 1,084,783 | $62,917,456 | $65,954,806 | +$3,037,350 | +4.83% | |
| Lpl Financial Llc | 0.01% | 813,578 | $47,187,519 | $49,465,542 | +$2,278,023 | +4.83% | |
| Heartwood Wealth Advisors Llc | 3.44% | 762,724 | $43,589,677 | $46,373,619 | +$2,783,942 | +6.39% | |
| Allworth Financial Lp | 0.18% | 713,262 | $41,369,211 | $43,366,330 | +$1,997,119 | +4.83% | |
| Bank Of America Corp | 0.00% | 515,465 | $29,896,970 | $31,340,272 | +$1,443,302 | +4.83% | |
| Wells Fargo & Company/Mn | 0.00% | 469,271 | $27,217,718 | $28,531,677 | +$1,313,959 | +4.83% | |
| Raymond James Financial Inc | 0.00% | 254,862 | $14,781,969 | $15,495,610 | +$713,641 | +4.83% | |
| Ameriprise Financial Inc | 0.00% | 180,339 | $10,451,563 | $10,964,611 | +$513,048 | +4.91% | |
| Osaic Holdings, Inc. | 0.01% | 170,818 | $9,909,990 | $10,385,734 | +$475,744 | +4.80% | |
| Rockefeller Capital Management L.P. | 0.01% | 135,013 | $7,830,771 | $8,208,790 | +$378,019 | +4.83% | |
| Private Advisor Group, Llc | 0.03% | 114,638 | $6,648,980 | $6,969,990 | +$321,010 | +4.83% | |
| Commonwealth Equity Services, Llc | 0.01% | 110,882 | $6,431,170 | $6,741,626 | +$310,456 | +4.83% | |
| Jones Financial Companies Lllp | 0.00% | 100,957 | $5,993,807 | $6,138,186 | +$144,379 | +2.41% | |
| Ubs Group Ag | 0.00% | 99,195 | $5,753,310 | $6,031,056 | +$277,746 | +4.83% | |
| Stifel Financial Corp | 0.00% | 96,349 | $5,588,222 | $5,858,019 | +$269,797 | +4.83% | |
| Jpmorgan Chase & Co | 0.00% | 78,139 | $4,614,108 | $4,750,851 | +$136,743 | +2.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 77,430 | $4,464,613 | $4,707,744 | +$243,131 | +5.45% | |
| Cetera Investment Advisers | 0.00% | 74,350 | $4,312,280 | $4,520,480 | +$208,200 | +4.83% | |
| Huntington National Bank | 0.02% | 73,620 | $4,269,960 | $4,476,096 | +$206,136 | +4.83% | |
| Janney Montgomery Scott Llc | 0.01% | 61,936 | $3,592,000 | $3,765,709 | +$173,709 | +4.84% | |
| J.W. Cole Advisors, Inc. | 0.06% | 55,584 | $3,223,877 | $3,379,507 | +$155,630 | +4.83% | |
| Onyx Bridge Wealth Group Llc | 0.28% | 55,492 | $3,171,347 | $3,373,914 | +$202,567 | +6.39% | |
| Royal Bank Of Canada | 0.00% | 46,978 | $2,725,000 | $2,856,262 | +$131,262 | +4.82% | |
| &Partners | 0.01% | 41,982 | $2,434,936 | $2,552,506 | +$117,570 | +4.83% | |
| Wealthspire Advisors, Llc | 0.01% | 38,796 | $2,250,194 | $2,358,797 | +$108,603 | +4.83% | |
| Envestnet Asset Management Inc | 0.00% | 37,337 | $2,165,547 | $2,270,090 | +$104,543 | +4.83% | |
| Wcg Wealth Advisors Llc | 0.05% | 33,908 | $1,966,666 | $2,061,606 | +$94,940 | +4.83% | |
| Truist Financial Corp | 0.00% | 33,168 | $1,895,542 | $2,016,614 | +$121,072 | +6.39% | |
| Equitable Holdings, Inc. | 0.01% | 31,867 | $1,848,265 | $1,937,514 | +$89,249 | +4.83% | |
| Newedge Advisors, Llc | 0.00% | 28,856 | $1,673,642 | $1,754,445 | +$80,803 | +4.83% | |
| Gateway Wealth Partners, Llc | 0.09% | 25,576 | $1,483,408 | $1,555,021 | +$71,613 | +4.83% | |
| Mml Investors Services, Llc | 0.00% | 22,533 | $1,306,904 | $1,370,006 | +$63,102 | +4.83% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 22,178 | $1,267,486 | $1,348,422 | +$80,936 | +6.39% | |
| Kingsview Wealth Management, Llc | 0.02% | 21,763 | $1,262,236 | $1,323,190 | +$60,954 | +4.83% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 19,726 | $1,144,149 | $1,199,341 | +$55,192 | +4.82% | |
| Captrust Financial Advisors | 0.00% | 17,264 | $1,001,299 | $1,049,651 | +$48,352 | +4.83% | |
| Citadel Advisors Llc | 0.00% | 17,044 | $988,552 | $1,036,275 | +$47,723 | +4.83% | |
| Intrua Financial, Llc | 0.09% | 16,575 | $947,240 | $1,007,760 | +$60,520 | +6.39% | |
| Kestra Advisory Services, Llc | 0.00% | 15,842 | $918,863 | $963,194 | +$44,331 | +4.82% | |
| Ashton Thomas Securities, Llc | 0.09% | 15,247 | $871,339 | $927,018 | +$55,679 | +6.39% | |
| Concurrent Investment Advisors, Llc | 0.01% | 14,861 | $849,312 | $903,549 | +$54,237 | +6.39% | |
| Savvy Advisors, Inc. | 0.02% | 14,614 | $847,596 | $888,531 | +$40,935 | +4.83% | |
| Simplicity Wealth,Llc | 0.02% | 13,677 | $781,659 | $831,562 | +$49,903 | +6.38% | |
| Aspiriant, Llc | 0.02% | 13,430 | $767,525 | $816,544 | +$49,019 | +6.39% | |
| Cibc Bancorp Usa Inc. | 0.00% | 13,184 | $764,672 | $801,587 | +$36,915 | +4.83% | |
| Geneos Wealth Management Inc. | 0.02% | 13,166 | $763,629 | $800,493 | +$36,864 | +4.83% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,270 | $711,660 | $746,016 | +$34,356 | +4.83% | |
| Herold Advisors, Inc. | 0.14% | 12,152 | $694,464 | $738,842 | +$44,378 | +6.39% | |
| Park Place Capital Corp | 0.11% | 11,500 | $667,000 | $699,200 | +$32,200 | +4.83% |
Frequently asked questions about RDIV
Who are the largest institutional holders of RDIV?
The largest institutional holders of RDIV reported in the latest SEC Form 13F filings include Sumitomo Life Insurance Co, Morgan Stanley, Lpl Financial Llc, Heartwood Wealth Advisors Llc, and Allworth Financial Lp. InsiderSet ranks institutional holders by their latest reported RDIV position.
What is RDIV institutional ownership?
This page tracks RDIV positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P ULTRA DIVIDEND (RDIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RDIV?
InsiderSet currently tracks 121 institutional managers reporting RDIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RDIV shareholders.
How much RDIV stock do institutions own?
Institutional investment managers disclosed approximately $660.15M in RDIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RDIV institutional ownership last updated?
The latest RDIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RDIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RDIV position after the reporting date.
Are institutions buying or selling RDIV?
Institutional buying and selling can be analyzed by comparing RDIV positions across consecutive 13F reporting periods. InsiderSet's RDIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RDIV ownership changes.
How has RDIV institutional ownership changed over time?
InsiderSet tracks RDIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.