INVESCO S&P MIDCAP 400 REV (RWK) Top Institutional Shareholders
INVESCO S&P MIDCAP 400 REV (RWK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $747.84M in RWK holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RWK tracked by InsiderSet, reporting ownership valued at approximately $123.31M 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 $137.83M, representing an estimated gain of +11.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed RWK value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP 400 REV (RWK).
This page ranks the largest institutional RWK 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
135
Total Reported Value
$747.84M
Largest Holder
Morgan Stanley
Largest Position
$123.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
145
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 961,423 | $123,312,204 | $137,834,889 | +$14,522,685 | +11.78% | |
| Lpl Financial Llc | 0.02% | 625,490 | $80,225,317 | $89,673,687 | +$9,448,370 | +11.78% | |
| Ameriprise Financial Inc | 0.02% | 589,766 | $75,624,827 | $84,552,097 | +$8,927,270 | +11.80% | |
| Fusion Family Wealth, Llc | 5.28% | 551,484 | $70,733,303 | $79,063,779 | +$8,330,476 | +11.78% | |
| Vantagepoint Investment Advisers Llc | 0.58% | 535,439 | $68,675,406 | $76,763,480 | +$8,088,074 | +11.78% | |
| Bank Of America Corp | 0.00% | 326,143 | $41,831,110 | $46,757,654 | +$4,926,544 | +11.78% | |
| Wells Fargo & Company/Mn | 0.01% | 264,549 | $33,931,064 | $37,927,200 | +$3,996,136 | +11.78% | |
| Bleakley Financial Group, Llc | 0.41% | 205,423 | $26,347,573 | $29,450,571 | +$3,102,998 | +11.78% | |
| Resonant Capital Advisors, Llc | 1.15% | 170,930 | $21,923,511 | $24,505,465 | +$2,581,954 | +11.78% | |
| Raymond James Financial Inc | 0.01% | 141,406 | $18,136,792 | $20,272,742 | +$2,135,950 | +11.78% | |
| Ubs Group Ag | 0.00% | 126,627 | $16,241,179 | $18,153,943 | +$1,912,764 | +11.78% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 122,428 | $15,702,575 | $17,551,951 | +$1,849,376 | +11.78% | |
| Rvw Wealth, Llc | 1.17% | 117,587 | $15,081,709 | $16,857,919 | +$1,776,210 | +11.78% | |
| Commonwealth Equity Services, Llc | 0.02% | 87,942 | $11,279,410 | $12,607,849 | +$1,328,439 | +11.78% | |
| Osaic Holdings, Inc. | 0.01% | 74,949 | $9,614,051 | $10,745,101 | +$1,131,050 | +11.76% | |
| Jones Financial Companies Lllp | 0.00% | 67,627 | $8,496,621 | $9,695,379 | +$1,198,758 | +14.11% | |
| Royal Bank Of Canada | 0.00% | 47,381 | $6,077,000 | $6,792,801 | +$715,801 | +11.78% | |
| Nwam Llc | 0.29% | 39,790 | $5,103,426 | $5,704,513 | +$601,087 | +11.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 37,600 | $4,860,238 | $5,390,543 | +$530,305 | +10.91% | |
| Cwm, Llc | 0.01% | 36,724 | $4,710,172 | $5,264,955 | +$554,783 | +11.78% | |
| Private Advisor Group, Llc | 0.02% | 36,135 | $4,634,697 | $5,180,512 | +$545,815 | +11.78% | |
| Marshall & Sterling Wealth Advisors Inc. | 2.85% | 33,967 | $4,356,613 | $4,869,696 | +$513,083 | +11.78% | |
| Cetera Investment Advisers | 0.00% | 30,137 | $3,865,400 | $4,320,606 | +$455,206 | +11.78% | |
| Envestnet Asset Management Inc | 0.00% | 29,993 | $3,846,957 | $4,299,961 | +$453,004 | +11.78% | |
| Patriot Financial Group Insurance Agency, Llc | 0.20% | 27,750 | $3,559,144 | $3,978,393 | +$419,249 | +11.78% | |
| Sanctuary Advisors, Llc | 0.02% | 27,644 | $3,545,556 | $3,963,196 | +$417,640 | +11.78% | |
| Ausdal Financial Partners, Inc. | 0.16% | 27,149 | $3,482,091 | $3,892,230 | +$410,139 | +11.78% | |
| Ghp Investment Advisors, Inc. | 0.13% | 24,783 | $3,178,715 | $3,553,027 | +$374,312 | +11.78% | |
| Perigon Wealth Management, Llc | 0.06% | 24,690 | $3,166,760 | $3,539,694 | +$372,934 | +11.78% | |
| Kestra Advisory Services, Llc | 0.01% | 23,060 | $2,957,657 | $3,306,008 | +$348,351 | +11.78% | |
| Perspective Wealth Advisors Llc | 1.74% | 20,950 | $2,687,047 | $3,003,507 | +$316,460 | +11.78% | |
| Bnp Paribas Financial Markets | 0.00% | 20,000 | $2,565,200 | $2,867,310 | +$302,110 | +11.78% | |
| Geneos Wealth Management Inc. | 0.05% | 18,011 | $2,310,050 | $2,582,156 | +$272,106 | +11.78% | |
| Western Wealth Management, Llc | 0.08% | 17,389 | $2,230,313 | $2,492,983 | +$262,670 | +11.78% | |
| Truist Financial Corp | 0.00% | 16,046 | $2,058,033 | $2,300,443 | +$242,410 | +11.78% | |
| Sigma Planning Corp | 0.05% | 15,192 | $1,948,570 | $2,178,009 | +$229,439 | +11.77% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,437 | $1,851,700 | $2,069,768 | +$218,068 | +11.78% | |
| Klingman & Associates, Llc | 0.08% | 12,954 | $1,661,501 | $1,857,157 | +$195,656 | +11.78% | |
| Waverly Advisors, Llc | 0.01% | 12,327 | $1,581,000 | $1,767,267 | +$186,267 | +11.78% | |
| J. Derek Lewis & Associates Inc. | 0.31% | 10,529 | $1,331,277 | $1,509,495 | +$178,218 | +13.39% | |
| Integrated Wealth Concepts Llc | 0.01% | 10,276 | $1,318,064 | $1,473,224 | +$155,160 | +11.77% | |
| Stifel Financial Corp | 0.00% | 9,367 | $1,201,427 | $1,342,905 | +$141,478 | +11.78% | |
| Snowden Capital Advisors Llc | 0.03% | 9,109 | $1,168,256 | $1,305,916 | +$137,660 | +11.78% | |
| Gts Securities Llc | 0.04% | 8,717 | $1,118,042 | $1,249,717 | +$131,675 | +11.78% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 8,630 | $1,106,888 | $1,237,244 | +$130,356 | +11.78% | |
| Mml Investors Services, Llc | 0.00% | 8,512 | $1,091,706 | $1,220,327 | +$128,621 | +11.78% | |
| Investors Research Corp | 0.19% | 25,154 | $1,012,917 | $3,606,216 | +$2,593,299 | +256.02% | |
| Prism Advisors, Inc. | 0.25% | 7,324 | $939,376 | $1,050,009 | +$110,633 | +11.78% | |
| Claro Advisors Inc. | 0.11% | 7,157 | $917,955 | $1,026,067 | +$108,112 | +11.78% | |
| Goldman Sachs Group Inc | 0.00% | 7,104 | $911,159 | $1,018,469 | +$107,310 | +11.78% |
Frequently asked questions about RWK
Who owns the most RWK stock?
The largest holders of RWK 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 REV (RWK).
Is RWK widely held by superinvestors?
Many widely followed stocks like RWK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RWK 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.