INVESCO S&P SMALLCAP 600 PUR (RZG) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $54.27M 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 $8.54M, representing an estimated gain of +20.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
63
Total Reported Value
$54.27M
Largest Holder
Cwm, Llc
Largest Position
$7.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | $8,542,355 | +$1,433,861 | +20.17% | |
| Lpl Financial Llc | 0.00% | 103,507 | $5,895,818 | $7,085,054 | +$1,189,236 | +20.17% | |
| Horizon Family Wealth, Inc. | 2.55% | 84,834 | $4,832,165 | $5,806,887 | +$974,722 | +20.17% | |
| Global View Capital Management Llc | 0.81% | 53,946 | $3,921,567 | $3,692,604 | -$228,963 | -5.84% | |
| Synergy Asset Management, Llc | 0.29% | 41,705 | $3,031,716 | $2,854,707 | -$177,009 | -5.84% | |
| Twelve Points Wealth Management Llc | 0.62% | 49,803 | $2,836,794 | $3,409,015 | +$572,221 | +20.17% | |
| Morgan Stanley | 0.00% | 44,109 | $2,512,517 | $3,019,261 | +$506,744 | +20.17% | |
| Aqr Capital Management Llc | 0.00% | 41,377 | $2,356,850 | $2,832,256 | +$475,406 | +20.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,419 | $1,702,436 | $1,603,031 | -$99,405 | -5.84% | |
| Bank Of America Corp | 0.00% | 24,852 | $1,415,575 | $1,701,119 | +$285,544 | +20.17% | |
| Osaic Holdings, Inc. | 0.00% | 23,843 | $1,358,195 | $1,632,053 | +$273,858 | +20.16% | |
| Imc-Chicago, Llc | 0.02% | 22,786 | $1,297,900 | $1,559,702 | +$261,802 | +20.17% | |
| Tempo Wealth, Llc | 0.18% | 16,603 | $1,206,921 | $1,136,475 | -$70,446 | -5.84% | |
| Mainstay Capital Management Llc | 0.09% | 19,654 | $1,119,500 | $1,345,316 | +$225,816 | +20.17% | |
| Berger Financial Group, Inc | 0.06% | 17,921 | $1,020,798 | $1,226,692 | +$205,894 | +20.17% | |
| Allworth Financial Lp | 0.00% | 16,888 | $961,919 | $1,155,984 | +$194,065 | +20.17% | |
| Willner & Heller, Llc | 0.52% | 11,339 | $824,252 | $776,155 | -$48,097 | -5.84% | |
| Susquehanna International Group, Llp | 0.00% | 11,224 | $639,324 | $768,283 | +$128,959 | +20.17% | |
| Purus Wealth Management, Llc | 0.17% | 8,328 | $605,410 | $570,052 | -$35,358 | -5.84% | |
| Wells Fargo & Company/Mn | 0.00% | 10,395 | $592,078 | $711,538 | +$119,460 | +20.18% | |
| Pacific Sun Financial Corp | 0.27% | 9,760 | $555,961 | $668,072 | +$112,111 | +20.17% | |
| Fas Wealth Partners, Inc. | 0.03% | 7,632 | $554,789 | $522,410 | -$32,379 | -5.84% | |
| Investors Research Corp | 0.10% | 7,349 | $534,239 | $503,039 | -$31,200 | -5.84% | |
| Raymond James Financial Inc | 0.00% | 8,717 | $496,501 | $596,679 | +$100,178 | +20.18% | |
| Envestnet Asset Management Inc | 0.00% | 6,729 | $489,183 | $460,600 | -$28,583 | -5.84% | |
| Commonwealth Financial Services, Llc | 0.06% | 6,192 | $450,123 | $423,842 | -$26,281 | -5.84% | |
| Citadel Advisors Llc | 0.00% | 7,582 | $431,874 | $518,988 | +$87,114 | +20.17% | |
| American Institute For Advanced Investment Management, Llp | 0.23% | 5,416 | $393,711 | $370,725 | -$22,986 | -5.84% | |
| Ameriprise Financial Inc | 0.00% | 6,169 | $351,400 | $422,268 | +$70,868 | +20.17% | |
| Cetera Investment Advisers | 0.00% | 5,921 | $337,242 | $405,292 | +$68,050 | +20.18% | |
| Kaydan Wealth Management, Inc. | 0.10% | 4,445 | $323,126 | $304,260 | -$18,866 | -5.84% | |
| Trilogy Capital Inc. | 0.01% | 4,272 | $310,550 | $292,418 | -$18,132 | -5.84% | |
| Heritage Trust Co | 0.03% | 5,295 | $301,605 | $362,443 | +$60,838 | +20.17% | |
| Belpointe Asset Management Llc | 0.01% | 3,946 | $286,884 | $270,104 | -$16,780 | -5.85% | |
| Royal Bank Of Canada | 0.00% | 4,332 | $247,000 | $296,525 | +$49,525 | +20.05% | |
| Hcr Wealth Advisors | 0.02% | 3,234 | $235,093 | $221,367 | -$13,726 | -5.84% | |
| Flagship Harbor Advisors, Llc | 0.01% | 3,220 | $234,077 | $220,409 | -$13,668 | -5.84% | |
| Jones Financial Companies Lllp | 0.00% | 4,070 | $225,246 | $278,592 | +$53,346 | +23.68% | |
| Western Wealth Management, Llc | 0.01% | 3,929 | $223,784 | $268,940 | +$45,156 | +20.18% | |
| Equitable Holdings, Inc. | 0.00% | 4,010 | $218,064 | $274,485 | +$56,421 | +25.87% | |
| Rmr Wealth Builders | 0.01% | 2,910 | $211,563 | $199,190 | -$12,374 | -5.85% | |
| Focus Financial Network, Inc. | 0.01% | 2,904 | $211,105 | $198,779 | -$12,326 | -5.84% | |
| Fiduciary Alliance Llc | 0.01% | 2,818 | $204,853 | $192,892 | -$11,961 | -5.84% | |
| Ubs Group Ag | 0.00% | 3,533 | $201,240 | $241,834 | +$40,594 | +20.17% | |
| Independent Financial Group, Llc | 0.00% | 2,762 | $200,762 | $189,059 | -$11,703 | -5.83% | |
| Harbour Investments, Inc. | 0.00% | 3,386 | $192,868 | $231,772 | +$38,904 | +20.17% | |
| Fifth Third Bancorp | 0.00% | 2,950 | $168,033 | $201,928 | +$33,895 | +20.17% | |
| Fmr Llc | 0.00% | 1,511 | $86,095 | $103,428 | +$17,333 | +20.13% | |
| Collier Financial | 0.06% | 1,117 | $81,216 | $76,459 | -$4,757 | -5.86% | |
| Trust Co Of Toledo Na | 0.01% | 975 | $70,877 | $66,739 | -$4,138 | -5.84% |
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.