INVESCO S&P SMALLCAP 600 PUR (RZV) Institutional Shareholders
INVESCO S&P SMALLCAP 600 PUR (RZV) 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 $134.93M in RZV holdings during the latest filing period.
Systematic Alpha Investments, Llc is currently the largest disclosed institutional shareholder of RZV tracked by InsiderSet, reporting ownership valued at approximately $45.69M 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 $43.62M, representing an estimated loss of -4.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed RZV value among the investors covered in this analysis. Major shareholders include Systematic Alpha Investments, Llc, Lpl Financial Llc, Armbruster Capital Management, Inc., and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP 600 PUR (RZV).
This page ranks the largest institutional RZV 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
68
Total Reported Value
$134.93M
Largest Holder
Systematic Alpha Investments, Llc
Largest Position
$45.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Systematic Alpha Investments, Llc | 1.23% | 306,488 | $45,685,130 | $43,618,790 | -$2,066,340 | -4.52% | |
| Lpl Financial Llc | 0.00% | 77,582 | $11,564,400 | $11,041,323 | -$523,077 | -4.52% | |
| Armbruster Capital Management, Inc. | 1.42% | 63,762 | $9,504,298 | $9,074,487 | -$429,811 | -4.52% | |
| Wealthcare Advisory Partners Llc | 0.15% | 52,341 | $7,801,998 | $7,449,072 | -$352,926 | -4.52% | |
| Theory Financial Llc | 1.87% | 39,779 | $5,929,461 | $5,661,272 | -$268,189 | -4.52% | |
| Raymond James Financial Inc | 0.00% | 37,792 | $5,633,255 | $5,378,486 | -$254,769 | -4.52% | |
| Bank Of America Corp | 0.00% | 32,045 | $4,776,675 | $4,560,584 | -$216,091 | -4.52% | |
| Morgan Stanley | 0.00% | 22,233 | $3,314,085 | $3,164,158 | -$149,927 | -4.52% | |
| Stifel Financial Corp | 0.00% | 20,642 | $3,077,002 | $2,937,730 | -$139,272 | -4.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,955 | $2,676,300 | $2,555,321 | -$120,979 | -4.52% | |
| Smallwood Wealth Investment Management, Llc | 1.09% | 16,764 | $2,498,843 | $2,385,821 | -$113,022 | -4.52% | |
| Innova Wealth Partners | 0.89% | 14,365 | $2,141,245 | $2,044,400 | -$96,845 | -4.52% | |
| Merit Financial Group, Llc | 0.01% | 13,575 | $2,023,387 | $1,931,968 | -$91,419 | -4.52% | |
| Ubs Group Ag | 0.00% | 11,595 | $1,728,351 | $1,650,178 | -$78,173 | -4.52% | |
| Ntv Asset Management Llc | 0.17% | 11,450 | $1,706,738 | $1,629,542 | -$77,196 | -4.52% | |
| Mml Investors Services, Llc | 0.00% | 10,518 | $1,567,880 | $1,496,902 | -$70,978 | -4.53% | |
| Cetera Investment Advisers | 0.00% | 9,955 | $1,483,868 | $1,416,777 | -$67,091 | -4.52% | |
| Captrust Financial Advisors | 0.00% | 9,394 | $1,400,235 | $1,336,936 | -$63,299 | -4.52% | |
| Royal Bank Of Canada | 0.00% | 9,114 | $1,359,000 | $1,297,087 | -$61,913 | -4.56% | |
| Susquehanna International Group, Llp | 0.00% | 8,937 | $1,332,150 | $1,271,897 | -$60,253 | -4.52% | |
| Two Sigma Investments, Lp | 0.00% | 8,500 | $1,267,011 | $1,209,704 | -$57,307 | -4.52% | |
| Envestnet Asset Management Inc | 0.00% | 7,863 | $1,172,008 | $1,119,047 | -$52,961 | -4.52% | |
| Lester Murray Antman Dba Simplyrich | 0.26% | 7,558 | $1,126,000 | $1,075,640 | -$50,360 | -4.47% | |
| Jones Financial Companies Lllp | 0.00% | 7,191 | $1,074,530 | $1,023,409 | -$51,121 | -4.76% | |
| Ayalon Insurance Comp Ltd. | 0.13% | 7,023 | $1,047,000 | $999,500 | -$47,500 | -4.54% | |
| Discipline Wealth Solutions, Llc | 0.09% | 6,976 | $1,039,870 | $992,811 | -$47,059 | -4.53% | |
| Fifth Third Securities, Inc. | 0.05% | 5,916 | $881,839 | $841,954 | -$39,885 | -4.52% | |
| American Institute For Advanced Investment Management, Llp | 0.50% | 5,820 | $867,529 | $828,291 | -$39,238 | -4.52% | |
| Baird Financial Group, Inc. | 0.00% | 5,465 | $814,613 | $777,768 | -$36,845 | -4.52% | |
| Osaic Holdings, Inc. | 0.00% | 5,105 | $761,053 | $726,534 | -$34,519 | -4.54% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,805 | $716,304 | $683,838 | -$32,466 | -4.53% | |
| Citadel Advisors Llc | 0.00% | 4,013 | $598,178 | $571,123 | -$27,055 | -4.52% | |
| Twelve Points Wealth Management Llc | 0.11% | 3,757 | $560,029 | $534,689 | -$25,340 | -4.52% | |
| Ifp Advisors, Inc | 0.01% | 3,523 | $525,138 | $501,387 | -$23,751 | -4.52% | |
| Wells Fargo & Company/Mn | 0.00% | 3,401 | $506,951 | $484,024 | -$22,927 | -4.52% | |
| Lom Asset Management Ltd | 0.11% | 2,800 | $417,368 | $398,491 | -$18,877 | -4.52% | |
| Private Advisory Group Llc | 0.02% | 2,709 | $403,804 | $385,540 | -$18,264 | -4.52% | |
| Worth Asset Management, Llc | 0.11% | 2,382 | $355,061 | $339,002 | -$16,059 | -4.52% | |
| Janney Montgomery Scott Llc | 0.00% | 2,290 | $341,000 | $325,908 | -$15,092 | -4.43% | |
| Focus Financial Network, Inc. | 0.01% | 2,039 | $303,973 | $290,187 | -$13,786 | -4.54% | |
| Aqr Capital Management Llc | 0.00% | 1,824 | $271,848 | $259,588 | -$12,260 | -4.51% | |
| Jane Street Group, Llc | 0.00% | 1,800 | $268,308 | $256,173 | -$12,135 | -4.52% | |
| Buck Wealth Strategies, Llc | 0.03% | 1,780 | $265,327 | $253,326 | -$12,001 | -4.52% | |
| Cwm, Llc | 0.00% | 1,939 | $241,219 | $275,955 | +$34,736 | +14.40% | |
| Hrt Financial Lp | 0.00% | 1,507 | $224,000 | $214,473 | -$9,527 | -4.25% | |
| Benjamin Edwards Inc | 0.00% | 1,502 | $223,934 | $213,762 | -$10,172 | -4.54% | |
| Flagship Harbor Advisors, Llc | 0.01% | 1,410 | $210,125 | $200,669 | -$9,456 | -4.50% | |
| Purus Wealth Management, Llc | 0.06% | 1,394 | $207,767 | $198,391 | -$9,376 | -4.51% | |
| Allworth Financial Lp | 0.00% | 1,200 | $178,873 | $170,782 | -$8,091 | -4.52% | |
| Ifg Advisory, Llc | 0.01% | 1,015 | $151,296 | $144,453 | -$6,843 | -4.52% |
Frequently asked questions about RZV
Who owns the most RZV stock?
The largest holders of RZV 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 (RZV).
Is RZV widely held by superinvestors?
Many widely followed stocks like RZV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RZV 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.