INVESCO S&P MIDCAP 400 PURE (RFV) Institutional Shareholders
INVESCO S&P MIDCAP 400 PURE (RFV) 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 $125.01M in RFV holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RFV tracked by InsiderSet, reporting ownership valued at approximately $24.64M 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 $25.85M, representing an estimated gain of +4.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed RFV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP 400 PURE (RFV).
This page ranks the largest institutional RFV 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
88
Total Reported Value
$125.01M
Largest Holder
Lpl Financial Llc
Largest Position
$24.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 172,386 | $24,639,140 | $25,853,521 | +$1,214,381 | +4.93% | |
| Morgan Stanley | 0.00% | 181,524 | $23,593,100 | $27,223,989 | +$3,630,889 | +15.39% | |
| Royal Bank Of Canada | 0.00% | 71,480 | $9,290,000 | $10,720,184 | +$1,430,184 | +15.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 45,183 | $6,458,080 | $6,776,302 | +$318,222 | +4.93% | |
| Raymond James Financial Inc | 0.00% | 49,628 | $6,450,199 | $7,442,939 | +$992,740 | +15.39% | |
| Sanctuary Advisors, Llc | 0.03% | 48,385 | $6,288,739 | $7,256,521 | +$967,782 | +15.39% | |
| Cetera Investment Advisers | 0.01% | 36,512 | $4,745,506 | $5,475,873 | +$730,367 | +15.39% | |
| Bank Of America Corp | 0.00% | 27,634 | $3,591,583 | $4,144,398 | +$552,815 | +15.39% | |
| Wells Fargo & Company/Mn | 0.00% | 23,055 | $2,996,536 | $3,457,664 | +$461,128 | +15.39% | |
| Kingsview Wealth Management, Llc | 0.03% | 19,538 | $2,539,417 | $2,930,204 | +$390,787 | +15.39% | |
| Envestnet Asset Management Inc | 0.00% | 12,933 | $1,848,538 | $1,939,622 | +$91,084 | +4.93% | |
| Axiom Financial Strategies, Llc | 0.53% | 11,742 | $1,678,225 | $1,761,002 | +$82,777 | +4.93% | |
| Bnb Wealth Management, Llc | 1.01% | 12,107 | $1,573,697 | $1,815,742 | +$242,045 | +15.38% | |
| Mml Investors Services, Llc | 0.00% | 10,781 | $1,540,997 | $1,616,876 | +$75,879 | +4.92% | |
| Osaic Holdings, Inc. | 0.00% | 11,428 | $1,485,569 | $1,713,910 | +$228,341 | +15.37% | |
| Saxony Capital Management, Llc | 0.67% | 10,237 | $1,463,176 | $1,535,290 | +$72,114 | +4.93% | |
| Kestra Advisory Services, Llc | 0.00% | 10,128 | $1,447,610 | $1,518,943 | +$71,333 | +4.93% | |
| Jones Financial Companies Lllp | 0.00% | 9,436 | $1,206,770 | $1,415,160 | +$208,390 | +17.27% | |
| Advisory Services Network, Llc | 0.02% | 9,119 | $1,185,165 | $1,367,618 | +$182,453 | +15.39% | |
| Merit Financial Group, Llc | 0.01% | 7,675 | $1,097,025 | $1,151,055 | +$54,030 | +4.93% | |
| Ameriprise Financial Inc | 0.00% | 8,296 | $1,078,228 | $1,244,189 | +$165,961 | +15.39% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 6,973 | $996,669 | $1,045,773 | +$49,104 | +4.93% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 6,259 | $813,555 | $938,691 | +$125,136 | +15.38% | |
| Focus Financial Network, Inc. | 0.02% | 5,516 | $788,403 | $827,260 | +$38,857 | +4.93% | |
| Geneos Wealth Management Inc. | 0.01% | 5,080 | $726,084 | $761,871 | +$35,787 | +4.93% | |
| Citadel Advisors Llc | 0.00% | 5,260 | $683,653 | $788,866 | +$105,213 | +15.39% | |
| Ubs Group Ag | 0.00% | 5,157 | $670,266 | $773,419 | +$103,153 | +15.39% | |
| Stratos Wealth Advisors, Llc | 0.04% | 5,156 | $670,178 | $773,269 | +$103,091 | +15.38% | |
| D. E. Shaw & Co., Inc. | 0.00% | 5,133 | $667,146 | $769,820 | +$102,674 | +15.39% | |
| Strategic Blueprint, Llc | 0.03% | 4,630 | $661,768 | $694,382 | +$32,614 | +4.93% | |
| Harbour Investments, Inc. | 0.01% | 5,031 | $653,889 | $754,522 | +$100,633 | +15.39% | |
| Goldman Sachs Group Inc | 0.00% | 4,948 | $643,101 | $742,074 | +$98,973 | +15.39% | |
| Cerity Partners Llc | 0.00% | 4,742 | $616,327 | $711,180 | +$94,853 | +15.39% | |
| Unified Investment Management | 0.54% | 4,068 | $581,495 | $610,097 | +$28,602 | +4.92% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 4,042 | $525,345 | $606,197 | +$80,852 | +15.39% | |
| Private Advisor Group, Llc | 0.00% | 3,603 | $514,967 | $540,358 | +$25,391 | +4.93% | |
| Arkadios Wealth Advisors | 0.01% | 3,907 | $507,800 | $585,951 | +$78,151 | +15.39% | |
| Waverly Advisors, Llc | 0.00% | 3,828 | $497,533 | $574,103 | +$76,570 | +15.39% | |
| Twelve Points Wealth Management Llc | 0.10% | 3,393 | $484,949 | $508,864 | +$23,915 | +4.93% | |
| Creative Planning | 0.00% | 3,663 | $476,112 | $549,357 | +$73,245 | +15.38% | |
| J.W. Cole Advisors, Inc. | 0.01% | 2,904 | $415,104 | $435,526 | +$20,422 | +4.92% | |
| S.A. Mason Llc | 0.12% | 2,820 | $403,063 | $422,928 | +$19,865 | +4.93% | |
| Integrity Alliance, Llc. | 0.01% | 2,811 | $401,806 | $421,579 | +$19,773 | +4.92% | |
| Dale Q Rice Investment Management Ltd | 0.20% | 2,642 | $377,639 | $396,233 | +$18,594 | +4.92% | |
| Fifth Third Securities, Inc. | 0.02% | 2,462 | $351,894 | $369,237 | +$17,343 | +4.93% | |
| Independent Financial Group, Llc | 0.01% | 2,298 | $328,504 | $344,642 | +$16,138 | +4.91% | |
| Corecap Advisors, Llc | 0.01% | 2,281 | $326,024 | $342,092 | +$16,068 | +4.93% | |
| Kelman-Lazarov, Inc. | 0.04% | 2,400 | $311,933 | $359,939 | +$48,006 | +15.39% | |
| Reliant Investment Partners, Llc | 0.24% | 2,211 | $287,368 | $331,594 | +$44,226 | +15.39% | |
| Stephens Inc | 0.00% | 1,915 | $273,711 | $287,201 | +$13,490 | +4.93% |
Frequently asked questions about RFV
Who owns the most RFV stock?
The largest holders of RFV 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 (RFV).
Is RFV widely held by superinvestors?
Many widely followed stocks like RFV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFV 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.