RWJ Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP 600 (RWJ) is currently held by 201 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.12B 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 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 $171.62M, representing an estimated loss of -1.19% 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, 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
201
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
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 | 0.04% | 2,919,275 | $173,696,837 | $171,624,177 | -$2,072,660 | -1.19% | |
| Morgan Stanley | 0.01% | 2,786,387 | $165,790,095 | $163,811,692 | -$1,978,403 | -1.19% | |
| Bank Of America Corp | 0.01% | 1,484,573 | $88,332,075 | $87,278,047 | -$1,054,028 | -1.19% | |
| Fusion Family Wealth, Llc | 5.42% | 1,453,941 | $81,740,554 | $85,477,191 | +$3,736,637 | +4.57% | |
| Ubs Group Ag | 0.01% | 830,176 | $49,395,472 | $48,806,047 | -$589,425 | -1.19% | |
| Ameriprise Financial Inc | 0.01% | 803,936 | $47,828,664 | $47,263,397 | -$565,267 | -1.18% | |
| Raymond James Financial Inc | 0.01% | 777,580 | $46,265,998 | $45,713,928 | -$552,070 | -1.19% | |
| Osaic Holdings, Inc. | 0.04% | 608,257 | $36,199,640 | $35,759,429 | -$440,211 | -1.22% | |
| Focus Partners Wealth | 0.03% | 572,104 | $34,040,270 | $33,633,994 | -$406,276 | -1.19% | |
| Wellington Grp Llc | 8.00% | 508,130 | $30,233,751 | $29,872,963 | -$360,788 | -1.19% | |
| Mai Capital Management | 0.10% | 438,051 | $26,064,017 | $25,753,018 | -$310,999 | -1.19% | |
| Wells Fargo & Company/Mn | 0.00% | 415,422 | $24,717,625 | $24,422,659 | -$294,966 | -1.19% | |
| Cpc Advisors, Llc | 2.48% | 324,761 | $18,258,090 | $19,092,699 | +$834,609 | +4.57% | |
| Ancora Advisors Llc | 0.27% | 234,519 | $13,953,899 | $13,787,372 | -$166,527 | -1.19% | |
| Private Advisor Group, Llc | 0.06% | 221,981 | $13,208,115 | $13,050,263 | -$157,852 | -1.20% | |
| Commonwealth Equity Services, Llc | 0.02% | 233,870 | $13,148,170 | $13,749,217 | +$601,047 | +4.57% | |
| Independent Financial Group, Llc | 0.21% | 202,969 | $11,410,917 | $11,932,548 | +$521,631 | +4.57% | |
| Jones Financial Companies Lllp | 0.00% | 176,877 | $10,596,710 | $10,398,599 | -$198,111 | -1.87% | |
| Royal Bank Of Canada | 0.00% | 145,182 | $8,639,000 | $8,535,250 | -$103,750 | -1.20% | |
| Koshinski Asset Management, Inc. | 0.44% | 150,991 | $8,488,716 | $8,876,761 | +$388,045 | +4.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 147,791 | $8,463,989 | $8,688,633 | +$224,644 | +2.65% | |
| Cetera Investment Advisers | 0.01% | 138,125 | $8,218,432 | $8,120,369 | -$98,063 | -1.19% | |
| Cyr Financial Inc. | 3.95% | 144,684 | $8,134,114 | $8,505,972 | +$371,858 | +4.57% | |
| Harbour Investments, Inc. | 0.11% | 136,371 | $8,114,103 | $8,017,251 | -$96,852 | -1.19% | |
| &Partners | 0.03% | 135,350 | $8,047,052 | $7,957,227 | -$89,826 | -1.12% | |
| Oxford Wealth Group, Llc | 3.35% | 125,860 | $7,488,697 | $7,399,309 | -$89,388 | -1.19% | |
| Ifp Advisors, Inc | 0.13% | 133,160 | $7,486,255 | $7,828,476 | +$342,221 | +4.57% | |
| Envestnet Asset Management Inc | 0.00% | 124,882 | $7,430,483 | $7,341,813 | -$88,670 | -1.19% | |
| Fsa Wealth Partners, Inc. | 1.82% | 119,468 | $6,716,491 | $7,023,524 | +$307,033 | +4.57% | |
| Advisor Os, Llc | 0.36% | 91,826 | $5,463,628 | $5,398,451 | -$65,177 | -1.19% | |
| Mml Investors Services, Llc | 0.01% | 68,317 | $4,064,841 | $4,016,356 | -$48,485 | -1.19% | |
| Corecap Advisors, Llc | 0.11% | 65,457 | $3,680,007 | $3,848,217 | +$168,210 | +4.57% | |
| Goldman Sachs Group Inc | 0.00% | 60,000 | $3,570,000 | $3,527,400 | -$42,600 | -1.19% | |
| Fortis Capital Management Llc | 0.40% | 59,207 | $3,522,845 | $3,480,780 | -$42,065 | -1.19% | |
| Guidance Capital, Inc | 0.75% | 56,940 | $3,492,690 | $3,347,503 | -$145,187 | -4.16% | |
| Valued Retirements, Inc. | 3.11% | 58,175 | $3,461,397 | $3,420,108 | -$41,289 | -1.19% | |
| Potentia Wealth | 1.39% | 56,915 | $3,386,476 | $3,346,033 | -$40,443 | -1.19% | |
| Belpointe Asset Management Llc | 0.11% | 54,935 | $3,268,665 | $3,229,629 | -$39,036 | -1.19% | |
| Moneco Advisors, Llc | 0.18% | 50,145 | $2,983,617 | $2,948,025 | -$35,592 | -1.19% | |
| Newedge Advisors, Llc | 0.01% | 47,471 | $2,824,547 | $2,790,820 | -$33,727 | -1.19% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 46,711 | $2,779,321 | $2,746,140 | -$33,181 | -1.19% | |
| Stifel Financial Corp | 0.00% | 45,571 | $2,711,458 | $2,679,119 | -$32,339 | -1.19% | |
| Rockefeller Capital Management L.P. | 0.00% | 44,583 | $2,652,738 | $2,621,035 | -$31,703 | -1.20% | |
| Main Street Group, Ltd | 0.59% | 46,915 | $2,637,539 | $2,758,133 | +$120,594 | +4.57% | |
| Sanctuary Advisors, Llc | 0.01% | 43,919 | $2,613,181 | $2,581,998 | -$31,183 | -1.19% | |
| Jpmorgan Chase & Co | 0.00% | 42,006 | $2,504,440 | $2,469,533 | -$34,907 | -1.39% | |
| Patriot Financial Group Insurance Agency, Llc | 0.23% | 42,063 | $2,364,760 | $2,472,884 | +$108,124 | +4.57% | |
| Perspective Wealth Advisors Llc | 1.29% | 39,349 | $2,341,266 | $2,313,328 | -$27,938 | -1.19% | |
| First Bank & Trust | 0.34% | 41,482 | $2,332,118 | $2,438,727 | +$106,609 | +4.57% | |
| Cerity Partners Llc | 0.00% | 38,982 | $2,319,486 | $2,291,752 | -$27,734 | -1.20% |
Frequently asked questions about RWJ
Who are the largest institutional holders of RWJ?
The largest institutional holders of RWJ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Fusion Family Wealth, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported RWJ position.
What is RWJ institutional ownership?
This page tracks RWJ positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP 600 (RWJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RWJ?
InsiderSet currently tracks 201 institutional managers reporting RWJ 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 RWJ shareholders.
How much RWJ stock do institutions own?
Institutional investment managers disclosed approximately $1.12B in RWJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RWJ institutional ownership last updated?
The latest RWJ 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 RWJ 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 RWJ position after the reporting date.
Are institutions buying or selling RWJ?
Institutional buying and selling can be analyzed by comparing RWJ positions across consecutive 13F reporting periods. InsiderSet's RWJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWJ ownership changes.
How has RWJ institutional ownership changed over time?
InsiderSet tracks RWJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.