RWK Institutional Ownership & Shareholders
INVESCO S&P MIDCAP 400 REV (RWK) is currently held by 136 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $858.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of RWK tracked by InsiderSet, reporting ownership valued at approximately $150.00M 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 $149.25M, representing an estimated loss of -0.50% 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
136
Total Reported Value
$858.45M
Largest Holder
Morgan Stanley
Largest Position
$150.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
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% | 1,025,573 | $149,999,123 | $149,251,639 | -$747,484 | -0.50% | |
| Lpl Financial Llc | 0.02% | 642,574 | $93,981,950 | $93,513,794 | -$468,156 | -0.50% | |
| Ameriprise Financial Inc | 0.02% | 575,480 | $84,175,515 | $83,749,604 | -$425,911 | -0.51% | |
| Vantagepoint Investment Advisers Llc | 0.58% | 552,944 | $76,527,450 | $80,469,940 | +$3,942,490 | +5.15% | |
| Fusion Family Wealth, Llc | 5.01% | 545,823 | $75,541,841 | $79,433,621 | +$3,891,780 | +5.15% | |
| Bank Of America Corp | 0.00% | 322,875 | $47,223,269 | $46,987,999 | -$235,270 | -0.50% | |
| Wells Fargo & Company/Mn | 0.01% | 255,166 | $37,320,376 | $37,134,308 | -$186,068 | -0.50% | |
| Bleakley Financial Group, Llc | 0.40% | 213,037 | $31,158,549 | $31,003,275 | -$155,274 | -0.50% | |
| Resonant Capital Advisors, Llc | 1.14% | 171,809 | $23,778,334 | $25,003,364 | +$1,225,030 | +5.15% | |
| Raymond James Financial Inc | 0.01% | 145,721 | $21,312,880 | $21,206,777 | -$106,103 | -0.50% | |
| Rvw Wealth, Llc | 1.14% | 128,109 | $17,730,286 | $18,643,703 | +$913,417 | +5.15% | |
| Ubs Group Ag | 0.00% | 119,152 | $17,427,052 | $17,340,191 | -$86,861 | -0.50% | |
| Sound Income Strategies, Llc | 0.67% | 105,679 | $14,963,040 | $15,379,465 | +$416,425 | +2.78% | |
| Commonwealth Equity Services, Llc | 0.02% | 107,003 | $14,809,259 | $15,572,147 | +$762,888 | +5.15% | |
| Jones Financial Companies Lllp | 0.00% | 82,709 | $12,068,004 | $12,036,641 | -$31,363 | -0.26% | |
| Osaic Holdings, Inc. | 0.01% | 76,802 | $11,233,857 | $11,176,995 | -$56,862 | -0.51% | |
| Royal Bank Of Canada | 0.00% | 41,746 | $6,106,000 | $6,075,295 | -$30,705 | -0.50% | |
| Ipsen Advisor Group Llc | 4.13% | 43,929 | $6,079,841 | $6,392,987 | +$313,146 | +5.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 41,267 | $5,843,060 | $6,005,587 | +$162,527 | +2.78% | |
| Nwam Llc | 0.29% | 39,343 | $5,754,183 | $5,725,587 | -$28,596 | -0.50% | |
| Private Advisor Group, Llc | 0.02% | 35,265 | $5,157,798 | $5,132,115 | -$25,683 | -0.50% | |
| Marshall & Sterling Wealth Advisors Inc. | 2.78% | 35,138 | $4,863,083 | $5,113,633 | +$250,550 | +5.15% | |
| Cetera Investment Advisers | 0.00% | 32,777 | $4,793,906 | $4,770,037 | -$23,869 | -0.50% | |
| Cwm, Llc | 0.01% | 36,724 | $4,710,172 | $5,344,444 | +$634,272 | +13.47% | |
| Envestnet Asset Management Inc | 0.00% | 30,677 | $4,486,728 | $4,464,424 | -$22,304 | -0.50% | |
| Ausdal Financial Partners, Inc. | 0.16% | 27,964 | $4,090,037 | $4,069,601 | -$20,436 | -0.50% | |
| Sanctuary Advisors, Llc | 0.02% | 27,472 | $4,017,999 | $3,998,000 | -$19,999 | -0.50% | |
| Ghp Investment Advisors, Inc. | 0.12% | 23,286 | $3,222,737 | $3,388,812 | +$166,075 | +5.15% | |
| Perigon Wealth Management, Llc | 0.05% | 23,115 | $3,199,105 | $3,363,926 | +$164,821 | +5.15% | |
| Perspective Wealth Advisors Llc | 1.67% | 20,755 | $3,035,599 | $3,020,475 | -$15,124 | -0.50% | |
| Kestra Advisory Services, Llc | 0.01% | 21,208 | $2,935,126 | $3,086,400 | +$151,274 | +5.15% | |
| Western Wealth Management, Llc | 0.08% | 17,445 | $2,551,534 | $2,538,771 | -$12,763 | -0.50% | |
| Geneos Wealth Management Inc. | 0.05% | 16,631 | $2,432,395 | $2,420,309 | -$12,086 | -0.50% | |
| Truist Financial Corp | 0.00% | 16,049 | $2,221,137 | $2,335,611 | +$114,474 | +5.15% | |
| Patriot Financial Group Insurance Agency, Llc | 0.21% | 15,842 | $2,192,513 | $2,305,486 | +$112,973 | +5.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,478 | $2,117,606 | $2,106,983 | -$10,623 | -0.50% | |
| Independent Wealth Network Inc. | 0.47% | 13,612 | $1,883,901 | $1,980,954 | +$97,053 | +5.15% | |
| Klingman & Associates, Llc | 0.07% | 12,934 | $1,790,089 | $1,882,285 | +$92,196 | +5.15% | |
| Waverly Advisors, Llc | 0.01% | 12,201 | $1,784,490 | $1,775,612 | -$8,878 | -0.50% | |
| Mml Investors Services, Llc | 0.00% | 12,062 | $1,764,158 | $1,755,383 | -$8,775 | -0.50% | |
| Jpmorgan Chase & Co | 0.00% | 11,726 | $1,712,183 | $1,706,485 | -$5,698 | -0.33% | |
| Thoroughbred Financial Services, Llc | 0.08% | 11,308 | $1,653,000 | $1,645,653 | -$7,347 | -0.44% | |
| J. Derek Lewis & Associates Inc. | 0.30% | 10,968 | $1,603,945 | $1,596,173 | -$7,772 | -0.48% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 10,616 | $1,552,638 | $1,544,946 | -$7,692 | -0.50% | |
| Stifel Financial Corp | 0.00% | 10,014 | $1,464,652 | $1,457,337 | -$7,315 | -0.50% | |
| Integrated Wealth Concepts Llc | 0.01% | 9,848 | $1,440,319 | $1,433,179 | -$7,140 | -0.50% | |
| Snowden Capital Advisors Llc | 0.03% | 9,097 | $1,330,442 | $1,323,886 | -$6,556 | -0.49% | |
| Newedge Advisors, Llc | 0.00% | 8,967 | $1,311,536 | $1,304,968 | -$6,568 | -0.50% | |
| Ancora Advisors Llc | 0.02% | 8,737 | $1,277,859 | $1,271,496 | -$6,363 | -0.50% | |
| Goldman Sachs Group Inc | 0.00% | 7,104 | $1,039,022 | $1,033,845 | -$5,177 | -0.50% |
Frequently asked questions about RWK
Who are the largest institutional holders of RWK?
The largest institutional holders of RWK reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, Vantagepoint Investment Advisers Llc, and Fusion Family Wealth, Llc. InsiderSet ranks institutional holders by their latest reported RWK position.
What is RWK institutional ownership?
This page tracks RWK positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P MIDCAP 400 REV (RWK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RWK?
InsiderSet currently tracks 136 institutional managers reporting RWK 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 RWK shareholders.
How much RWK stock do institutions own?
Institutional investment managers disclosed approximately $858.45M in RWK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RWK institutional ownership last updated?
The latest RWK 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 RWK 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 RWK position after the reporting date.
Are institutions buying or selling RWK?
Institutional buying and selling can be analyzed by comparing RWK positions across consecutive 13F reporting periods. InsiderSet's RWK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RWK ownership changes.
How has RWK institutional ownership changed over time?
InsiderSet tracks RWK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.