INVESCO S&P SMALLCAP 600 PUR (RZV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $110.19M 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 $38.13M 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 $43.37M, representing an estimated gain of +13.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
63
Total Reported Value
$110.19M
Largest Holder
Systematic Alpha Investments, Llc
Largest Position
$38.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
70
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 | 1.34% | 306,488 | $38,128,210 | $43,374,519 | +$5,246,309 | +13.76% | |
| Lpl Financial Llc | 0.00% | 85,361 | $10,619,167 | $12,080,383 | +$1,461,216 | +13.76% | |
| Armbruster Capital Management, Inc. | 1.35% | 66,103 | $8,223,448 | $9,354,969 | +$1,131,521 | +13.76% | |
| Wealthcare Advisory Partners Llc | 0.13% | 51,863 | $6,451,966 | $7,339,709 | +$887,743 | +13.76% | |
| Theory Financial Llc | 1.65% | 37,781 | $4,700,092 | $5,346,809 | +$646,717 | +13.76% | |
| Raymond James Financial Inc | 0.00% | 37,684 | $4,688,028 | $5,333,081 | +$645,053 | +13.76% | |
| Bank Of America Corp | 0.00% | 32,305 | $4,018,839 | $4,571,839 | +$553,000 | +13.76% | |
| Stifel Financial Corp | 0.00% | 20,677 | $2,572,472 | $2,926,232 | +$353,760 | +13.75% | |
| Morgan Stanley | 0.00% | 19,441 | $2,418,534 | $2,751,312 | +$332,778 | +13.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,402 | $2,164,910 | $2,462,750 | +$297,840 | +13.76% | |
| Smallwood Wealth Investment Management, Llc | 1.04% | 15,794 | $1,964,830 | $2,235,184 | +$270,354 | +13.76% | |
| Merit Financial Group, Llc | 0.01% | 13,682 | $1,702,111 | $1,936,292 | +$234,181 | +13.76% | |
| Susquehanna International Group, Llp | 0.00% | 13,329 | $1,658,176 | $1,886,335 | +$228,159 | +13.76% | |
| Ntv Asset Management Llc | 0.17% | 12,450 | $1,548,825 | $1,761,938 | +$213,113 | +13.76% | |
| Ubs Group Ag | 0.00% | 12,314 | $1,531,911 | $1,742,691 | +$210,780 | +13.76% | |
| Innova Wealth Partners | 0.66% | 11,209 | $1,394,413 | $1,586,310 | +$191,897 | +13.76% | |
| Captrust Financial Advisors | 0.00% | 10,489 | $1,304,922 | $1,484,415 | +$179,493 | +13.76% | |
| Royal Bank Of Canada | 0.00% | 9,647 | $1,200,000 | $1,365,254 | +$165,254 | +13.77% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 8,425 | $1,048,194 | $1,192,315 | +$144,121 | +13.75% | |
| Citadel Advisors Llc | 0.00% | 7,975 | $992,119 | $1,128,631 | +$136,512 | +13.76% | |
| Cetera Investment Advisers | 0.00% | 7,832 | $974,376 | $1,108,393 | +$134,017 | +13.75% | |
| Discipline Wealth Solutions, Llc | 0.09% | 7,149 | $889,384 | $1,011,734 | +$122,350 | +13.76% | |
| Jones Financial Companies Lllp | 0.00% | 6,215 | $761,461 | $879,554 | +$118,093 | +15.51% | |
| Fifth Third Securities, Inc. | 0.05% | 6,028 | $749,905 | $853,089 | +$103,184 | +13.76% | |
| American Institute For Advanced Investment Management, Llp | 0.47% | 5,870 | $730,248 | $830,729 | +$100,481 | +13.76% | |
| Osaic Holdings, Inc. | 0.00% | 5,521 | $686,833 | $781,338 | +$94,505 | +13.76% | |
| Baird Financial Group, Inc. | 0.00% | 5,465 | $679,866 | $773,413 | +$93,547 | +13.76% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 5,080 | $631,955 | $718,927 | +$86,972 | +13.76% | |
| Creative Planning | 0.00% | 4,384 | $545,332 | $620,429 | +$75,097 | +13.77% | |
| Wells Fargo & Company/Mn | 0.00% | 4,203 | $522,868 | $594,813 | +$71,945 | +13.76% | |
| Twelve Points Wealth Management Llc | 0.10% | 3,826 | $476,026 | $541,460 | +$65,434 | +13.75% | |
| Ifp Advisors, Inc | 0.01% | 3,523 | $438,275 | $498,579 | +$60,304 | +13.76% | |
| Focus Financial Network, Inc. | 0.01% | 3,198 | $397,794 | $452,584 | +$54,790 | +13.77% | |
| Private Advisory Group Llc | 0.02% | 2,709 | $337,009 | $383,381 | +$46,372 | +13.76% | |
| Goldman Sachs Group Inc | 0.00% | 2,637 | $328,052 | $373,191 | +$45,139 | +13.76% | |
| Worth Asset Management, Llc | 0.11% | 2,345 | $291,726 | $331,867 | +$40,141 | +13.76% | |
| Lom Asset Management Ltd | 0.08% | 2,300 | $286,128 | $325,499 | +$39,371 | +13.76% | |
| Independent Advisor Alliance | 0.00% | 2,278 | $283,417 | $322,385 | +$38,968 | +13.75% | |
| Envestnet Asset Management Inc | 0.00% | 2,231 | $277,521 | $315,734 | +$38,213 | +13.77% | |
| Cwm, Llc | 0.00% | 1,939 | $241,219 | $274,409 | +$33,190 | +13.76% | |
| Hightower Advisors, Llc | 0.00% | 1,782 | $221,635 | $252,191 | +$30,556 | +13.79% | |
| Jane Street Group, Llc | 0.00% | 1,737 | $216,089 | $245,822 | +$29,733 | +13.76% | |
| Aqr Capital Management Llc | 0.00% | 1,697 | $211,130 | $240,161 | +$29,031 | +13.75% | |
| Allworth Financial Lp | 0.00% | 1,200 | $149,285 | $169,825 | +$20,540 | +13.76% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,094 | $136,098 | $154,824 | +$18,726 | +13.76% | |
| Cardiff Park Advisors, Llc | 0.01% | 650 | $80,862 | $91,989 | +$11,127 | +13.76% | |
| Jackson Hole Capital Partners, Llc | 0.01% | 458 | $56,977 | $64,817 | +$7,840 | +13.76% | |
| Fmr Llc | 0.00% | 386 | $47,986 | $54,627 | +$6,641 | +13.84% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 277 | $34,460 | $39,201 | +$4,741 | +13.76% | |
| Trust Co Of Toledo Na | 0.00% | 231 | $28,737 | $32,691 | +$3,954 | +13.76% |
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.