INVESCO S&P SMALLCAP 600 PUR (RZG) Top Institutional Shareholders
INVESCO S&P SMALLCAP 600 PUR (RZG) 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 $44.20M in RZG holdings during the latest filing period.
Cwm, Llc is currently the largest disclosed institutional shareholder of RZG tracked by InsiderSet, reporting ownership valued at approximately $7.11M 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 $8.47M, representing an estimated gain of +19.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed RZG value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Lpl Financial Llc, Horizon Family Wealth, Inc., and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP 600 PUR (RZG).
This page ranks the largest institutional RZG 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
55
Total Reported Value
$44.20M
Largest Holder
Cwm, Llc
Largest Position
$7.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.02% | 124,797 | $7,108,494 | $8,470,609 | +$1,362,115 | +19.16% | |
| Lpl Financial Llc | 0.00% | 103,507 | $5,895,818 | $7,025,548 | +$1,129,730 | +19.16% | |
| Horizon Family Wealth, Inc. | 2.55% | 84,834 | $4,832,165 | $5,758,116 | +$925,951 | +19.16% | |
| Twelve Points Wealth Management Llc | 0.62% | 49,803 | $2,836,794 | $3,380,384 | +$543,590 | +19.16% | |
| Morgan Stanley | 0.00% | 44,109 | $2,512,517 | $2,993,903 | +$481,386 | +19.16% | |
| Aqr Capital Management Llc | 0.00% | 41,377 | $2,356,850 | $2,808,468 | +$451,618 | +19.16% | |
| Bank Of America Corp | 0.00% | 24,852 | $1,415,575 | $1,686,832 | +$271,257 | +19.16% | |
| Osaic Holdings, Inc. | 0.00% | 23,843 | $1,358,195 | $1,618,346 | +$260,151 | +19.15% | |
| Imc-Chicago, Llc | 0.02% | 22,786 | $1,297,900 | $1,546,602 | +$248,702 | +19.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,073 | $1,257,310 | $1,498,207 | +$240,897 | +19.16% | |
| Mainstay Capital Management Llc | 0.09% | 19,654 | $1,119,500 | $1,334,017 | +$214,517 | +19.16% | |
| Berger Financial Group, Inc | 0.06% | 17,921 | $1,020,798 | $1,216,390 | +$195,592 | +19.16% | |
| Tempo Wealth, Llc | 0.17% | 17,083 | $973,070 | $1,159,510 | +$186,440 | +19.16% | |
| Allworth Financial Lp | 0.00% | 16,888 | $961,919 | $1,146,275 | +$184,356 | +19.17% | |
| Investors Research Corp | 0.13% | 12,386 | $705,518 | $840,701 | +$135,183 | +19.16% | |
| Willner & Heller, Llc | 0.48% | 11,355 | $646,812 | $770,722 | +$123,910 | +19.16% | |
| Susquehanna International Group, Llp | 0.00% | 11,224 | $639,324 | $761,830 | +$122,506 | +19.16% | |
| Wells Fargo & Company/Mn | 0.00% | 10,395 | $592,078 | $705,562 | +$113,484 | +19.17% | |
| Pacific Sun Financial Corp | 0.27% | 9,760 | $555,961 | $662,461 | +$106,500 | +19.16% | |
| Raymond James Financial Inc | 0.00% | 8,717 | $496,501 | $591,667 | +$95,166 | +19.17% | |
| Purus Wealth Management, Llc | 0.16% | 8,712 | $496,266 | $591,328 | +$95,062 | +19.16% | |
| Citadel Advisors Llc | 0.00% | 7,582 | $431,874 | $514,629 | +$82,755 | +19.16% | |
| Envestnet Asset Management Inc | 0.00% | 6,923 | $394,336 | $469,899 | +$75,563 | +19.16% | |
| Commonwealth Financial Services, Llc | 0.06% | 6,192 | $352,699 | $420,283 | +$67,584 | +19.16% | |
| Ameriprise Financial Inc | 0.00% | 6,169 | $351,400 | $418,721 | +$67,321 | +19.16% | |
| Cetera Investment Advisers | 0.00% | 5,921 | $337,242 | $401,888 | +$64,646 | +19.17% | |
| American Institute For Advanced Investment Management, Llp | 0.20% | 5,451 | $310,491 | $369,987 | +$59,496 | +19.16% | |
| Heritage Trust Co | 0.03% | 5,295 | $301,605 | $359,399 | +$57,794 | +19.16% | |
| Kaydan Wealth Management, Inc. | 0.08% | 4,445 | $253,189 | $301,705 | +$48,516 | +19.16% | |
| Royal Bank Of Canada | 0.00% | 4,332 | $247,000 | $294,035 | +$47,035 | +19.04% | |
| Trilogy Capital Inc. | 0.01% | 4,262 | $242,765 | $289,284 | +$46,519 | +19.16% | |
| Belpointe Asset Management Llc | 0.01% | 4,068 | $231,728 | $276,116 | +$44,388 | +19.16% | |
| Jones Financial Companies Lllp | 0.00% | 4,070 | $225,246 | $276,252 | +$51,006 | +22.64% | |
| Western Wealth Management, Llc | 0.01% | 3,929 | $223,784 | $266,681 | +$42,897 | +19.17% | |
| Equitable Holdings, Inc. | 0.00% | 4,010 | $218,064 | $272,179 | +$54,115 | +24.82% | |
| Ubs Group Ag | 0.00% | 3,533 | $201,240 | $239,803 | +$38,563 | +19.16% | |
| Harbour Investments, Inc. | 0.00% | 3,386 | $192,868 | $229,825 | +$36,957 | +19.16% | |
| Fifth Third Bancorp | 0.00% | 2,950 | $168,033 | $200,232 | +$32,199 | +19.16% | |
| Fmr Llc | 0.00% | 1,511 | $86,095 | $102,559 | +$16,464 | +19.12% | |
| Collier Financial | 0.05% | 1,117 | $63,638 | $75,816 | +$12,178 | +19.14% | |
| Trust Co Of Toledo Na | 0.01% | 975 | $55,536 | $66,178 | +$10,642 | +19.16% | |
| Sound Income Strategies, Llc | 0.00% | 909 | $52,374 | $61,698 | +$9,324 | +17.80% | |
| Key Financial Inc | 0.01% | 687 | $39,154 | $46,630 | +$7,476 | +19.09% | |
| Capital Investment Advisory Services, Llc | 0.00% | 676 | $38,505 | $45,884 | +$7,379 | +19.16% | |
| Assetmark, Inc | 0.00% | 555 | $31,613 | $37,671 | +$6,058 | +19.16% | |
| Rockefeller Capital Management L.P. | 0.00% | 341 | $19,424 | $23,145 | +$3,721 | +19.16% | |
| Geneos Wealth Management Inc. | 0.00% | 285 | $16,234 | $19,344 | +$3,110 | +19.16% | |
| Rossby Financial, Lcc | 0.00% | 222 | $12,791 | $15,068 | +$2,277 | +17.80% | |
| Arax Advisory Partners | 0.00% | 186 | $10,595 | $12,625 | +$2,030 | +19.16% | |
| Advisortrust Partners, Llc | 0.00% | 90 | $5,126 | $6,109 | +$983 | +19.17% |
Frequently asked questions about RZG
Who owns the most RZG stock?
The largest holders of RZG 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 PUR (RZG).
Is RZG widely held by superinvestors?
Many widely followed stocks like RZG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RZG 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.