INVESCO S&P SMALLCAP 600 (RWJ) Institutional Shareholders
INVESCO S&P SMALLCAP 600 (RWJ) 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 $1.12B in RWJ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RWJ tracked by InsiderSet, reporting ownership valued at approximately $173.70M 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 $171.01M, representing an estimated loss of -1.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed RWJ 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 SMALLCAP 600 (RWJ).
This page ranks the largest institutional RWJ 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
199
Total Reported Value
$1.12B
Largest Holder
Lpl Financial Llc
Largest Position
$173.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 2,919,275 | $173,696,837 | $171,011,130 | -$2,685,708 | -1.55% | |
| Morgan Stanley | 0.01% | 2,786,387 | $165,790,095 | $163,226,550 | -$2,563,545 | -1.55% | |
| Bank Of America Corp | 0.01% | 1,484,573 | $88,332,075 | $86,966,286 | -$1,365,789 | -1.55% | |
| Fusion Family Wealth, Llc | 5.82% | 1,471,806 | $87,572,454 | $86,218,395 | -$1,354,059 | -1.55% | |
| Ubs Group Ag | 0.01% | 830,176 | $49,395,472 | $48,631,710 | -$763,762 | -1.55% | |
| Ameriprise Financial Inc | 0.01% | 803,936 | $47,828,664 | $47,094,571 | -$734,093 | -1.53% | |
| Raymond James Financial Inc | 0.01% | 777,580 | $46,265,998 | $45,550,636 | -$715,362 | -1.55% | |
| Osaic Holdings, Inc. | 0.04% | 608,257 | $36,199,640 | $35,631,695 | -$567,945 | -1.57% | |
| Focus Partners Wealth | 0.03% | 572,104 | $34,040,270 | $33,513,852 | -$526,418 | -1.55% | |
| Wellington Grp Llc | 8.00% | 508,130 | $30,233,751 | $29,766,255 | -$467,496 | -1.55% | |
| Mai Capital Management | 0.10% | 438,051 | $26,064,017 | $25,661,028 | -$402,989 | -1.55% | |
| Wells Fargo & Company/Mn | 0.00% | 415,422 | $24,717,625 | $24,335,421 | -$382,204 | -1.55% | |
| Cpc Advisors, Llc | 2.58% | 322,099 | $19,164,854 | $18,868,559 | -$296,295 | -1.55% | |
| Commonwealth Equity Services, Llc | 0.02% | 244,270 | $14,534,060 | $14,309,337 | -$224,723 | -1.55% | |
| Private Advisor Group, Llc | 0.06% | 221,981 | $13,208,115 | $13,003,647 | -$204,468 | -1.55% | |
| Independent Financial Group, Llc | 0.23% | 204,873 | $12,189,944 | $12,001,460 | -$188,484 | -1.55% | |
| Fsa Wealth Partners, Inc. | 2.71% | 182,083 | $10,833,939 | $10,666,422 | -$167,517 | -1.55% | |
| Jones Financial Companies Lllp | 0.00% | 176,877 | $10,596,710 | $10,361,455 | -$235,255 | -2.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 149,274 | $8,883,325 | $8,744,471 | -$138,854 | -1.56% | |
| Royal Bank Of Canada | 0.00% | 145,182 | $8,639,000 | $8,504,762 | -$134,238 | -1.55% | |
| Cetera Investment Advisers | 0.01% | 138,125 | $8,218,432 | $8,091,363 | -$127,070 | -1.55% | |
| Harbour Investments, Inc. | 0.11% | 136,371 | $8,114,103 | $7,988,613 | -$125,490 | -1.55% | |
| Cyr Financial Inc. | 4.22% | 136,063 | $8,095,736 | $7,970,571 | -$125,165 | -1.55% | |
| &Partners | 0.03% | 135,350 | $8,047,052 | $7,928,803 | -$118,249 | -1.47% | |
| Koshinski Asset Management, Inc. | 0.42% | 133,669 | $7,953,320 | $7,830,330 | -$122,990 | -1.55% | |
| Ifp Advisors, Inc | 0.14% | 130,190 | $7,746,305 | $7,626,530 | -$119,775 | -1.55% | |
| Oxford Wealth Group, Llc | 3.35% | 125,860 | $7,488,697 | $7,372,879 | -$115,818 | -1.55% | |
| Envestnet Asset Management Inc | 0.00% | 124,882 | $7,430,483 | $7,315,588 | -$114,895 | -1.55% | |
| Advisor Os, Llc | 0.36% | 91,826 | $5,463,628 | $5,379,167 | -$84,461 | -1.55% | |
| Mml Investors Services, Llc | 0.01% | 68,317 | $4,064,841 | $4,002,010 | -$62,831 | -1.55% | |
| Corecap Advisors, Llc | 0.11% | 61,854 | $3,680,309 | $3,623,407 | -$56,902 | -1.55% | |
| Goldman Sachs Group Inc | 0.00% | 60,000 | $3,570,000 | $3,514,800 | -$55,200 | -1.55% | |
| Fortis Capital Management Llc | 0.40% | 59,207 | $3,522,845 | $3,468,346 | -$54,499 | -1.55% | |
| Guidance Capital, Inc | 0.75% | 56,940 | $3,492,690 | $3,335,545 | -$157,145 | -4.50% | |
| Valued Retirements, Inc. | 3.11% | 58,175 | $3,461,397 | $3,407,892 | -$53,506 | -1.55% | |
| Potentia Wealth | 1.39% | 56,915 | $3,386,476 | $3,334,081 | -$52,395 | -1.55% | |
| Belpointe Asset Management Llc | 0.11% | 54,935 | $3,268,665 | $3,218,092 | -$50,573 | -1.55% | |
| Moneco Advisors, Llc | 0.18% | 50,145 | $2,983,617 | $2,937,494 | -$46,123 | -1.55% | |
| Newedge Advisors, Llc | 0.01% | 47,471 | $2,824,547 | $2,780,851 | -$43,696 | -1.55% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 46,711 | $2,779,321 | $2,736,330 | -$42,991 | -1.55% | |
| Stifel Financial Corp | 0.00% | 45,571 | $2,711,458 | $2,669,549 | -$41,909 | -1.55% | |
| Rockefeller Capital Management L.P. | 0.00% | 44,583 | $2,652,738 | $2,611,672 | -$41,066 | -1.55% | |
| Sanctuary Advisors, Llc | 0.01% | 43,919 | $2,613,181 | $2,572,775 | -$40,406 | -1.55% | |
| Jpmorgan Chase & Co | 0.00% | 42,006 | $2,504,440 | $2,460,711 | -$43,729 | -1.75% | |
| Main Street Group, Ltd | 0.57% | 41,284 | $2,456,393 | $2,418,417 | -$37,976 | -1.55% | |
| James Investment Research, Inc. | 0.25% | 41,039 | $2,441,825 | $2,404,065 | -$37,760 | -1.55% | |
| Patriot Financial Group Insurance Agency, Llc | 0.25% | 40,218 | $2,392,964 | $2,355,970 | -$36,994 | -1.55% | |
| Perspective Wealth Advisors Llc | 1.29% | 39,349 | $2,341,266 | $2,305,064 | -$36,202 | -1.55% | |
| Cerity Partners Llc | 0.00% | 38,982 | $2,319,486 | $2,283,566 | -$35,920 | -1.55% | |
| Ausdal Financial Partners, Inc. | 0.09% | 37,543 | $2,233,812 | $2,199,269 | -$34,543 | -1.55% |
Frequently asked questions about RWJ
Who owns the most RWJ stock?
The largest holders of RWJ 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 SMALLCAP 600 (RWJ).
Is RWJ widely held by superinvestors?
Many widely followed stocks like RWJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RWJ 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.