INVESCO S&P MIDCAP 400 PURE (RFG) Top Institutional Shareholders
INVESCO S&P MIDCAP 400 PURE (RFG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $100.50M in RFG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RFG tracked by InsiderSet, reporting ownership valued at approximately $12.25M 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 $14.17M, representing an estimated gain of +15.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed RFG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, New England Private Wealth Advisors Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP 400 PURE (RFG).
This page ranks the largest institutional RFG 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
112
Total Reported Value
$100.50M
Largest Holder
Morgan Stanley
Largest Position
$12.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
117
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% | 223,570 | $12,254,438 | $14,174,047 | +$1,919,609 | +15.66% | |
| New England Private Wealth Advisors Llc | 1.17% | 185,589 | $10,172,565 | $11,766,101 | +$1,593,536 | +15.67% | |
| Lpl Financial Llc | 0.00% | 181,554 | $9,951,408 | $11,510,288 | +$1,558,880 | +15.66% | |
| Coldstream Capital Management Inc | 0.05% | 74,779 | $4,098,801 | $4,740,891 | +$642,090 | +15.67% | |
| Twelve Points Wealth Management Llc | 0.83% | 68,813 | $3,771,799 | $4,362,655 | +$590,856 | +15.67% | |
| Wells Fargo & Company/Mn | 0.00% | 68,295 | $3,743,363 | $4,329,814 | +$586,451 | +15.67% | |
| Independent Financial Group, Llc | 0.04% | 15,907 | $3,147,923 | $1,008,483 | -$2,139,440 | -67.96% | |
| Bank Of America Corp | 0.00% | 49,739 | $2,726,304 | $3,153,388 | +$427,084 | +15.67% | |
| Compton Wealth Advisory Group, Llc | 0.59% | 47,500 | $2,636,725 | $3,011,438 | +$374,713 | +14.21% | |
| Ameritas Advisory Services, Llc | 0.09% | 44,481 | $2,438,083 | $2,820,038 | +$381,955 | +15.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,594 | $2,279,880 | $2,637,006 | +$357,126 | +15.66% | |
| Prosperity Consulting Group, Llc | 0.10% | 40,157 | $2,201,098 | $2,545,902 | +$344,804 | +15.67% | |
| Ubs Group Ag | 0.00% | 36,911 | $2,023,166 | $2,340,109 | +$316,943 | +15.67% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 31,461 | $1,724,467 | $1,994,587 | +$270,120 | +15.66% | |
| Kpp Advisory Services Llc | 0.23% | 28,720 | $1,574,209 | $1,820,811 | +$246,602 | +15.67% | |
| Cornerstone Financial Group, Llc | 1.00% | 25,951 | $1,553,092 | $1,645,260 | +$92,168 | +5.93% | |
| Royal Bank Of Canada | 0.00% | 28,127 | $1,542,000 | $1,783,215 | +$241,215 | +15.64% | |
| Cetera Investment Advisers | 0.00% | 27,003 | $1,480,074 | $1,711,955 | +$231,881 | +15.67% | |
| Raymond James Financial Inc | 0.00% | 26,704 | $1,463,661 | $1,692,999 | +$229,338 | +15.67% | |
| Kestra Advisory Services, Llc | 0.01% | 24,255 | $1,329,490 | $1,537,735 | +$208,245 | +15.66% | |
| Stephens Inc | 0.02% | 23,700 | $1,299,052 | $1,502,549 | +$203,497 | +15.67% | |
| Global View Capital Management Llc | 0.34% | 23,363 | $1,280,580 | $1,481,184 | +$200,604 | +15.67% | |
| Corient Private Wealth Llc | 0.00% | 22,165 | $1,214,915 | $1,405,232 | +$190,317 | +15.67% | |
| Osaic Holdings, Inc. | 0.00% | 20,884 | $1,144,697 | $1,324,018 | +$179,321 | +15.67% | |
| Hightower Advisors, Llc | 0.00% | 17,827 | $977,135 | $1,130,209 | +$153,074 | +15.67% | |
| Commonwealth Financial Services, Llc | 0.15% | 17,337 | $950,281 | $1,099,143 | +$148,862 | +15.67% | |
| Tempo Wealth, Llc | 0.15% | 15,652 | $857,909 | $992,316 | +$134,407 | +15.67% | |
| Goldman Sachs Group Inc | 0.00% | 15,625 | $856,442 | $990,605 | +$134,163 | +15.67% | |
| Integrity Alliance, Llc. | 0.03% | 15,445 | $846,576 | $979,193 | +$132,617 | +15.67% | |
| Sowell Financial Services Llc | 0.03% | 14,664 | $803,747 | $929,679 | +$125,932 | +15.67% | |
| Fmr Llc | 0.00% | 14,268 | $782,037 | $904,573 | +$122,536 | +15.67% | |
| Vista Investment Partners Llc | 0.17% | 11,716 | $642,181 | $742,779 | +$100,598 | +15.67% | |
| Pacific Sun Financial Corp | 0.31% | 11,555 | $633,361 | $732,572 | +$99,211 | +15.66% | |
| Willner & Heller, Llc | 0.47% | 11,550 | $633,108 | $732,255 | +$99,147 | +15.66% | |
| Connecticut Wealth Management, Llc | 0.03% | 11,325 | $620,749 | $717,990 | +$97,241 | +15.67% | |
| Mercer Global Advisors Inc | 0.00% | 10,391 | $569,555 | $658,776 | +$89,221 | +15.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,075 | $560,191 | $638,742 | +$78,551 | +14.02% | |
| Dale Q Rice Investment Management Ltd | 0.41% | 9,909 | $543,131 | $628,218 | +$85,087 | +15.67% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 9,010 | $493,876 | $571,222 | +$77,346 | +15.66% | |
| Ballentine Partners, Llc | 0.01% | 8,730 | $478,511 | $553,471 | +$74,960 | +15.67% | |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | 8,439 | $462,561 | $535,022 | +$72,461 | +15.67% | |
| Envestnet Asset Management Inc | 0.00% | 8,002 | $438,607 | $507,316 | +$68,709 | +15.67% | |
| Imc-Chicago, Llc | 0.01% | 7,730 | $423,699 | $490,072 | +$66,373 | +15.67% | |
| Highpoint Advisor Group Llc | 0.02% | 7,230 | $396,303 | $458,373 | +$62,070 | +15.66% | |
| Jacobi Capital Management Llc | 0.02% | 6,941 | $380,456 | $440,050 | +$59,594 | +15.66% | |
| Ironwood Investment Counsel, Llc | 0.05% | 6,903 | $378,369 | $437,641 | +$59,272 | +15.67% | |
| Merit Financial Group, Llc | 0.00% | 6,890 | $377,655 | $436,817 | +$59,162 | +15.67% | |
| American Institute For Advanced Investment Management, Llp | 0.24% | 6,872 | $376,670 | $435,676 | +$59,006 | +15.67% | |
| Stifel Financial Corp | 0.00% | 6,777 | $371,483 | $429,653 | +$58,170 | +15.66% | |
| Oppenheimer & Co Inc | 0.00% | 6,672 | $365,708 | $422,996 | +$57,288 | +15.66% |
Frequently asked questions about RFG
Who owns the most RFG stock?
The largest holders of RFG 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 MIDCAP 400 PURE (RFG).
Is RFG widely held by superinvestors?
Many widely followed stocks like RFG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFG 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.