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 $910.11M 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 $150.80M 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 $181.93M, representing an estimated gain of +20.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed RWJ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Fusion Family Wealth, Llc, 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
196
Total Reported Value
$910.11M
Largest Holder
Lpl Financial Llc
Largest Position
$150.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
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% | 2,987,354 | $150,801,594 | $181,929,859 | +$31,128,265 | +20.64% | |
| Morgan Stanley | 0.01% | 2,295,217 | $115,862,629 | $139,778,715 | +$23,916,086 | +20.64% | |
| Fusion Family Wealth, Llc | 5.65% | 1,498,972 | $75,668,112 | $91,287,395 | +$15,619,283 | +20.64% | |
| Bank Of America Corp | 0.00% | 1,339,599 | $67,622,982 | $81,581,579 | +$13,958,597 | +20.64% | |
| Ameriprise Financial Inc | 0.01% | 805,952 | $40,685,133 | $49,082,477 | +$8,397,344 | +20.64% | |
| Ubs Group Ag | 0.01% | 784,822 | $39,617,815 | $47,795,660 | +$8,177,845 | +20.64% | |
| Raymond James Financial Inc | 0.01% | 761,645 | $38,447,812 | $46,384,181 | +$7,936,369 | +20.64% | |
| Osaic Holdings, Inc. | 0.04% | 557,227 | $28,134,008 | $33,935,124 | +$5,801,116 | +20.62% | |
| Focus Partners Wealth | 0.03% | 555,972 | $28,065,499 | $33,858,695 | +$5,793,196 | +20.64% | |
| Wells Fargo & Company/Mn | 0.00% | 435,885 | $22,003,508 | $26,545,397 | +$4,541,889 | +20.64% | |
| Mai Capital Management | 0.12% | 423,510 | $21,378,797 | $25,791,759 | +$4,412,962 | +20.64% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 397,512 | $20,066,378 | $24,208,481 | +$4,142,103 | +20.64% | |
| Cpc Advisors, Llc | 2.58% | 322,099 | $19,164,854 | $19,615,829 | +$450,975 | +2.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 244,270 | $14,534,060 | $14,876,043 | +$341,983 | +2.35% | |
| Private Advisor Group, Llc | 0.06% | 221,981 | $13,208,115 | $13,518,643 | +$310,528 | +2.35% | |
| Independent Financial Group, Llc | 0.23% | 204,873 | $12,189,944 | $12,476,766 | +$286,822 | +2.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 149,274 | $8,883,325 | $9,090,787 | +$207,462 | +2.34% | |
| Cyr Financial Inc. | 4.22% | 136,063 | $8,095,736 | $8,286,237 | +$190,501 | +2.35% | |
| Koshinski Asset Management, Inc. | 0.42% | 133,669 | $7,953,320 | $8,140,442 | +$187,122 | +2.35% | |
| Jones Financial Companies Lllp | 0.00% | 158,038 | $7,827,624 | $9,624,514 | +$1,796,890 | +22.96% | |
| Ifp Advisors, Inc | 0.14% | 130,190 | $7,746,305 | $7,928,571 | +$182,266 | +2.35% | |
| Harbour Investments, Inc. | 0.11% | 138,545 | $6,993,761 | $8,437,391 | +$1,443,630 | +20.64% | |
| Royal Bank Of Canada | 0.00% | 138,354 | $6,985,000 | $8,425,759 | +$1,440,759 | +20.63% | |
| Cetera Investment Advisers | 0.01% | 133,119 | $6,719,856 | $8,106,947 | +$1,387,091 | +20.64% | |
| &Partners | 0.03% | 132,887 | $6,706,984 | $8,092,818 | +$1,385,834 | +20.66% | |
| Envestnet Asset Management Inc | 0.00% | 127,136 | $6,417,834 | $7,742,582 | +$1,324,748 | +20.64% | |
| Oxford Wealth Group, Llc | 3.33% | 120,815 | $6,098,736 | $7,357,634 | +$1,258,898 | +20.64% | |
| Mariner, Llc | 0.00% | 73,351 | $3,702,775 | $4,467,076 | +$764,301 | +20.64% | |
| Corecap Advisors, Llc | 0.11% | 61,854 | $3,680,309 | $3,766,909 | +$86,600 | +2.35% | |
| Guidance Capital, Inc | 0.75% | 56,940 | $3,492,690 | $3,467,646 | -$25,044 | -0.72% | |
| Belpointe Asset Management Llc | 0.11% | 54,935 | $3,268,665 | $3,345,542 | +$76,877 | +2.35% | |
| Goldman Sachs Group Inc | 0.00% | 60,000 | $3,028,800 | $3,654,000 | +$625,200 | +20.64% | |
| Valued Retirements, Inc. | 2.87% | 58,155 | $2,935,666 | $3,541,640 | +$605,974 | +20.64% | |
| Potentia Wealth | 1.12% | 57,364 | $2,895,736 | $3,493,468 | +$597,732 | +20.64% | |
| Stifel Financial Corp | 0.00% | 55,110 | $2,781,988 | $3,356,199 | +$574,211 | +20.64% | |
| Fortis Capital Management Llc | 0.37% | 54,208 | $2,736,431 | $3,301,267 | +$564,836 | +20.64% | |
| Moneco Advisors, Llc | 0.20% | 50,966 | $2,572,742 | $3,103,829 | +$531,087 | +20.64% | |
| Mml Investors Services, Llc | 0.01% | 49,968 | $2,522,379 | $3,043,051 | +$520,672 | +20.64% | |
| Main Street Group, Ltd | 0.57% | 41,284 | $2,456,393 | $2,514,196 | +$57,803 | +2.35% | |
| James Investment Research, Inc. | 0.25% | 41,039 | $2,441,825 | $2,499,275 | +$57,450 | +2.35% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 48,317 | $2,439,055 | $2,942,505 | +$503,450 | +20.64% | |
| Patriot Financial Group Insurance Agency, Llc | 0.25% | 40,218 | $2,392,964 | $2,449,276 | +$56,312 | +2.35% | |
| Rockefeller Capital Management L.P. | 0.00% | 45,024 | $2,272,829 | $2,741,962 | +$469,133 | +20.64% | |
| Sanctuary Advisors, Llc | 0.01% | 43,994 | $2,220,817 | $2,679,235 | +$458,418 | +20.64% | |
| Opinicus Capital, Inc. | 1.18% | 37,075 | $2,205,971 | $2,257,868 | +$51,897 | +2.35% | |
| First Bank & Trust | 0.32% | 36,569 | $2,175,856 | $2,227,052 | +$51,196 | +2.35% | |
| Pacific Sun Financial Corp | 1.02% | 41,628 | $2,101,381 | $2,535,145 | +$433,764 | +20.64% | |
| Cerity Partners Llc | 0.00% | 41,195 | $2,079,362 | $2,508,776 | +$429,414 | +20.65% | |
| Perspective Wealth Advisors Llc | 1.33% | 40,534 | $2,046,156 | $2,468,521 | +$422,365 | +20.64% | |
| Gladstone Institutional Advisory Llc | 0.06% | 33,935 | $2,019,158 | $2,066,642 | +$47,484 | +2.35% |
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.