RZV Institutional Ownership & Shareholders
INVESCO S&P SMALLCAP 600 PUR (RZV) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $132.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $44.17M, representing an estimated loss of -3.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
67
Total Reported Value
$132.17M
Largest Holder
Systematic Alpha Investments, Llc
Largest Position
$45.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
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 | $44,171,847 | -$1,513,283 | -3.31% | |
| Lpl Financial Llc | 0.00% | 77,582 | $11,564,400 | $11,181,320 | -$383,080 | -3.31% | |
| Armbruster Capital Management, Inc. | 1.31% | 62,865 | $8,723,919 | $9,060,267 | +$336,348 | +3.86% | |
| Wealthcare Advisory Partners Llc | 0.12% | 52,342 | $7,263,681 | $7,543,665 | +$279,984 | +3.85% | |
| Theory Financial Llc | 1.87% | 39,779 | $5,929,461 | $5,733,053 | -$196,408 | -3.31% | |
| Raymond James Financial Inc | 0.00% | 37,792 | $5,633,255 | $5,446,681 | -$186,574 | -3.31% | |
| Bank Of America Corp | 0.00% | 32,045 | $4,776,675 | $4,618,409 | -$158,266 | -3.31% | |
| Morgan Stanley | 0.00% | 22,233 | $3,314,085 | $3,204,278 | -$109,807 | -3.31% | |
| Smallwood Wealth Investment Management, Llc | 1.30% | 22,243 | $3,086,712 | $3,205,719 | +$119,007 | +3.86% | |
| Stifel Financial Corp | 0.00% | 20,642 | $3,077,002 | $2,974,979 | -$102,023 | -3.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,383 | $2,412,300 | $2,505,283 | +$92,983 | +3.85% | |
| Innova Wealth Partners | 0.82% | 14,979 | $2,078,729 | $2,158,812 | +$80,083 | +3.85% | |
| Merit Financial Group, Llc | 0.01% | 13,575 | $2,023,387 | $1,956,464 | -$66,923 | -3.31% | |
| Ubs Group Ag | 0.00% | 11,595 | $1,728,351 | $1,671,102 | -$57,249 | -3.31% | |
| Mml Investors Services, Llc | 0.00% | 10,518 | $1,567,880 | $1,515,882 | -$51,998 | -3.32% | |
| Ntv Asset Management Llc | 0.14% | 11,200 | $1,554,250 | $1,614,173 | +$59,923 | +3.86% | |
| Cetera Investment Advisers | 0.00% | 9,955 | $1,483,868 | $1,434,740 | -$49,128 | -3.31% | |
| Captrust Financial Advisors | 0.00% | 9,394 | $1,400,235 | $1,353,888 | -$46,347 | -3.31% | |
| Royal Bank Of Canada | 0.00% | 9,114 | $1,359,000 | $1,313,533 | -$45,467 | -3.35% | |
| Susquehanna International Group, Llp | 0.00% | 8,937 | $1,332,150 | $1,288,024 | -$44,126 | -3.31% | |
| Two Sigma Investments, Lp | 0.00% | 8,500 | $1,267,011 | $1,225,042 | -$41,969 | -3.31% | |
| Envestnet Asset Management Inc | 0.00% | 7,863 | $1,172,008 | $1,133,236 | -$38,772 | -3.31% | |
| Lester Murray Antman Dba Simplyrich | 0.26% | 7,558 | $1,126,000 | $1,089,279 | -$36,721 | -3.26% | |
| Jones Financial Companies Lllp | 0.00% | 7,191 | $1,074,530 | $1,036,386 | -$38,144 | -3.55% | |
| Discipline Wealth Solutions, Llc | 0.08% | 6,882 | $955,056 | $991,852 | +$36,796 | +3.85% | |
| American Institute For Advanced Investment Management, Llp | 0.50% | 5,820 | $867,529 | $838,794 | -$28,735 | -3.31% | |
| Fifth Third Securities, Inc. | 0.04% | 5,903 | $819,173 | $850,756 | +$31,583 | +3.86% | |
| Baird Financial Group, Inc. | 0.00% | 5,465 | $814,613 | $787,630 | -$26,983 | -3.31% | |
| Osaic Holdings, Inc. | 0.00% | 5,105 | $761,053 | $735,746 | -$25,307 | -3.33% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,805 | $716,304 | $692,509 | -$23,795 | -3.32% | |
| Creative Planning | 0.00% | 4,717 | $654,588 | $679,826 | +$25,238 | +3.86% | |
| Citadel Advisors Llc | 0.00% | 4,013 | $598,178 | $578,364 | -$19,814 | -3.31% | |
| Twelve Points Wealth Management Llc | 0.11% | 3,757 | $560,029 | $541,469 | -$18,560 | -3.31% | |
| Wells Fargo & Company/Mn | 0.00% | 3,401 | $506,951 | $490,161 | -$16,790 | -3.31% | |
| Ifp Advisors, Inc | 0.01% | 3,523 | $488,894 | $507,744 | +$18,850 | +3.86% | |
| Lom Asset Management Ltd | 0.11% | 2,800 | $417,368 | $403,543 | -$13,825 | -3.31% | |
| Private Advisory Group Llc | 0.02% | 2,709 | $403,804 | $390,428 | -$13,376 | -3.31% | |
| Janney Montgomery Scott Llc | 0.00% | 2,290 | $341,000 | $330,041 | -$10,959 | -3.21% | |
| Aqr Capital Management Llc | 0.00% | 1,824 | $271,848 | $262,880 | -$8,968 | -3.30% | |
| Jane Street Group, Llc | 0.00% | 1,800 | $268,308 | $259,421 | -$8,887 | -3.31% | |
| Focus Financial Network, Inc. | 0.01% | 1,908 | $264,789 | $274,986 | +$10,197 | +3.85% | |
| Cwm, Llc | 0.00% | 1,939 | $241,219 | $279,454 | +$38,235 | +15.85% | |
| Hrt Financial Lp | 0.00% | 1,507 | $224,000 | $217,193 | -$6,807 | -3.04% | |
| Benjamin Edwards Inc | 0.00% | 1,502 | $223,934 | $216,472 | -$7,462 | -3.33% | |
| Allworth Financial Lp | 0.00% | 1,200 | $178,873 | $172,947 | -$5,926 | -3.31% | |
| Ifg Advisory, Llc | 0.01% | 1,015 | $151,296 | $146,284 | -$5,012 | -3.31% | |
| Fmr Llc | 0.00% | 984 | $146,690 | $141,817 | -$4,873 | -3.32% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,094 | $136,098 | $157,670 | +$21,572 | +15.85% | |
| Buck Wealth Strategies, Llc | 0.01% | 772 | $107,087 | $111,263 | +$4,176 | +3.90% | |
| Jackson Hole Capital Partners, Llc | 0.01% | 458 | $56,977 | $66,008 | +$9,031 | +15.85% |
Frequently asked questions about RZV
Who are the largest institutional holders of RZV?
The largest institutional holders of RZV reported in the latest SEC Form 13F filings include Systematic Alpha Investments, Llc, Lpl Financial Llc, Armbruster Capital Management, Inc., Wealthcare Advisory Partners Llc, and Theory Financial Llc. InsiderSet ranks institutional holders by their latest reported RZV position.
What is RZV institutional ownership?
This page tracks RZV positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P SMALLCAP 600 PUR (RZV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RZV?
InsiderSet currently tracks 67 institutional managers reporting RZV 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 RZV shareholders.
How much RZV stock do institutions own?
Institutional investment managers disclosed approximately $132.17M in RZV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RZV institutional ownership last updated?
The latest RZV 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 RZV 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 RZV position after the reporting date.
Are institutions buying or selling RZV?
Institutional buying and selling can be analyzed by comparing RZV positions across consecutive 13F reporting periods. InsiderSet's RZV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RZV ownership changes.
How has RZV institutional ownership changed over time?
InsiderSet tracks RZV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.