RPG Institutional Ownership & Shareholders
INVESCO S&P 500 PURE GROWTH (RPG) is currently held by 307 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $971.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RPG tracked by InsiderSet, reporting ownership valued at approximately $98.72M 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 $82.02M, representing an estimated loss of -16.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed RPG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 PURE GROWTH (RPG).
This page ranks the largest institutional RPG 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
307
Total Reported Value
$971.23M
Largest Holder
Lpl Financial Llc
Largest Position
$98.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,546,105 | $98,718,797 | $82,020,870 | -$16,697,927 | -16.91% | |
| Morgan Stanley | 0.00% | 1,365,052 | $87,158,644 | $72,416,009 | -$14,742,635 | -16.91% | |
| Bank Of America Corp | 0.00% | 892,298 | $56,973,230 | $47,336,409 | -$9,636,821 | -16.91% | |
| Wells Fargo & Company/Mn | 0.01% | 872,804 | $55,728,570 | $46,302,252 | -$9,426,318 | -16.91% | |
| Financial Security Advisor, Inc. | 6.95% | 669,107 | $42,722,468 | $35,496,126 | -$7,226,342 | -16.91% | |
| Marquette Asset Management, Llc | 5.31% | 692,817 | $40,439,729 | $36,753,942 | -$3,685,787 | -9.11% | |
| New England Private Wealth Advisors Llc | 3.12% | 560,996 | $32,745,310 | $29,760,838 | -$2,984,472 | -9.11% | |
| Raymond James Financial Inc | 0.01% | 463,398 | $29,587,962 | $24,583,264 | -$5,004,698 | -16.91% | |
| Ubs Group Ag | 0.00% | 412,807 | $26,357,727 | $21,899,411 | -$4,458,316 | -16.91% | |
| Jpmorgan Chase & Co | 0.00% | 356,563 | $22,267,398 | $18,915,667 | -$3,351,731 | -15.05% | |
| Royal Bank Of Canada | 0.00% | 321,444 | $20,525,000 | $17,052,604 | -$3,472,396 | -16.92% | |
| Osaic Holdings, Inc. | 0.02% | 299,290 | $19,113,457 | $15,877,335 | -$3,236,123 | -16.93% | |
| Arkadios Wealth Advisors | 0.29% | 294,751 | $18,819,895 | $15,636,541 | -$3,183,354 | -16.91% | |
| Private Advisor Group, Llc | 0.08% | 281,097 | $17,948,064 | $14,912,196 | -$3,035,868 | -16.91% | |
| Commonwealth Equity Services, Llc | 0.02% | 259,461 | $16,566,572 | $13,764,406 | -$2,802,166 | -16.91% | |
| Janney Montgomery Scott Llc | 0.03% | 255,788 | $16,332,000 | $13,569,553 | -$2,762,447 | -16.91% | |
| Northern Trust Corp | 0.00% | 215,494 | $13,759,292 | $11,431,957 | -$2,327,335 | -16.91% | |
| Cutler Investment Counsel Llc | 1.11% | 200,962 | $11,730,161 | $10,661,034 | -$1,069,127 | -9.11% | |
| Coldstream Capital Management Inc | 0.13% | 162,228 | $10,358,235 | $8,606,195 | -$1,752,040 | -16.91% | |
| Auxano Advisors, Llc | 1.66% | 137,391 | $8,772,408 | $7,288,593 | -$1,483,815 | -16.91% | |
| Sanctuary Advisors, Llc | 0.04% | 134,552 | $8,591,136 | $7,137,984 | -$1,453,152 | -16.91% | |
| Goldman Sachs Group Inc | 0.00% | 132,541 | $8,462,743 | $7,031,300 | -$1,431,443 | -16.91% | |
| Captrust Financial Advisors | 0.01% | 115,547 | $7,377,704 | $6,129,768 | -$1,247,936 | -16.91% | |
| Summit Wealth Group Llc / Co | 0.45% | 121,065 | $7,066,564 | $6,422,498 | -$644,066 | -9.11% | |
| Cibc Bancorp Usa Inc. | 0.01% | 108,945 | $6,956,138 | $5,779,532 | -$1,176,606 | -16.91% | |
| Del-Sette Capital Management, Llc | 3.68% | 108,264 | $6,319,359 | $5,743,405 | -$575,954 | -9.11% | |
| Kestra Advisory Services, Llc | 0.02% | 97,590 | $6,231,095 | $5,177,150 | -$1,053,946 | -16.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 105,215 | $6,209,762 | $5,581,656 | -$628,106 | -10.11% | |
| Advyzon Investment Management, Llc | 0.42% | 91,530 | $5,844,190 | $4,855,667 | -$988,524 | -16.91% | |
| Ameriprise Financial Inc | 0.00% | 89,983 | $5,745,429 | $4,773,598 | -$971,831 | -16.91% | |
| Wolff Financial Management Llc | 1.09% | 92,671 | $5,409,232 | $4,916,197 | -$493,035 | -9.11% | |
| Newedge Advisors, Llc | 0.02% | 83,756 | $5,347,836 | $4,443,256 | -$904,580 | -16.91% | |
| Focus Partners Wealth | 0.01% | 78,609 | $5,019,225 | $4,170,207 | -$849,018 | -16.92% | |
| Newedge Wealth, Llc | 0.05% | 75,205 | $4,801,867 | $3,989,625 | -$812,242 | -16.92% | |
| Wealth Group Ltd | 0.84% | 76,018 | $4,533,742 | $4,032,755 | -$500,987 | -11.05% | |
| Cetera Investment Advisers | 0.00% | 70,986 | $4,532,475 | $3,765,807 | -$766,668 | -16.91% | |
| Pfg Advisors | 0.21% | 69,774 | $4,072,708 | $3,701,511 | -$371,197 | -9.11% | |
| Fmr Llc | 0.00% | 63,262 | $4,039,259 | $3,356,049 | -$683,210 | -16.91% | |
| Guardian Capital, Llc | 3.23% | 61,765 | $3,943,695 | $3,276,633 | -$667,062 | -16.91% | |
| Beacon Bridge Wealth Partners, Llc | 1.11% | 60,765 | $3,879,845 | $3,223,583 | -$656,262 | -16.91% | |
| Corient Private Wealth Llc | 0.01% | 59,223 | $3,781,416 | $3,141,780 | -$639,636 | -16.92% | |
| Truist Financial Corp | 0.00% | 58,410 | $3,729,478 | $3,098,651 | -$630,828 | -16.91% | |
| Delos Wealth Advisors, Llc | 1.84% | 56,176 | $3,586,838 | $2,980,137 | -$606,701 | -16.91% | |
| Chicago Partners Investment Group Llc | 0.06% | 65,993 | $3,475,184 | $3,500,929 | +$25,745 | +0.74% | |
| Mariner, Llc | 0.00% | 53,576 | $3,420,856 | $2,842,207 | -$578,649 | -16.92% | |
| Gladstone Institutional Advisory Llc | 0.11% | 52,152 | $3,329,931 | $2,766,664 | -$563,267 | -16.92% | |
| Gts Securities Llc | 0.07% | 51,505 | $3,288,605 | $2,732,340 | -$556,265 | -16.91% | |
| Quantinno Capital Management Lp | 0.00% | 51,105 | $3,263,054 | $2,711,120 | -$551,934 | -16.91% | |
| Xml Financial, Llc | 0.21% | 50,541 | $2,950,092 | $2,681,200 | -$268,892 | -9.11% | |
| Envestnet Asset Management Inc | 0.00% | 44,799 | $2,860,441 | $2,376,587 | -$483,854 | -16.92% |
Frequently asked questions about RPG
Who are the largest institutional holders of RPG?
The largest institutional holders of RPG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and Financial Security Advisor, Inc.. InsiderSet ranks institutional holders by their latest reported RPG position.
What is RPG institutional ownership?
This page tracks RPG positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 PURE GROWTH (RPG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RPG?
InsiderSet currently tracks 307 institutional managers reporting RPG 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 RPG shareholders.
How much RPG stock do institutions own?
Institutional investment managers disclosed approximately $971.23M in RPG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RPG institutional ownership last updated?
The latest RPG 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 RPG 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 RPG position after the reporting date.
Are institutions buying or selling RPG?
Institutional buying and selling can be analyzed by comparing RPG positions across consecutive 13F reporting periods. InsiderSet's RPG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RPG ownership changes.
How has RPG institutional ownership changed over time?
InsiderSet tracks RPG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.