RWL

Invesco S&P 500 Revenue ETFETF
UnclassifiedUSCUSIP 46138G698◍ Confluence graph
Tracked 13F Holders
307
-62 QoQ
13F Value (tracked)
$5.0B
13F Moves · latest Q
34 added
14 trimmed
Recent Filings
0

Who owns RWL?

307 tracked 13F filers

307 tracked 13F filers disclose a position in RWL as of the latest SEC 13F filings, a combined $5.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$758.2M
6.6M
+12%
Added · +727K sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$454.3M
4.0M
+4.8%
Added · +181K sh
Q1 2026
3MORGAN STANLEY
$377.9M
3.3M
+4.2%
Added · +134K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$252.2M
2.2M
+0.3%
Added · +6K sh
Q1 2026
5VANTAGEPOINT INVESTMENT ADVISERS LLC
$248.3M
2.2M
−4.9%
Reduced · −110K sh
Q1 2026
6Bank of New York Mellon Corp
$194.3M
1.7M
+72%
Added · +706K sh
Q1 2026
7Fusion Family Wealth, LLC
$212.9M
1.7M
−0.6%
Reduced · −11K sh
Q2 2026
8Allworth Financial LP
$143.6M
1.2M
−1.0%
Reduced · −12K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$138.2M
1.2M
+0.1%
Added · +1K sh
Q1 2026
10Cetera Investment Advisers
$125.4M
1.1M
+26%
Added · +222K sh
Q1 2026
11RAYMOND JAMES FINANCIAL INC
$116.0M
1.0M
+13%
Added · +115K sh
Q1 2026
12JONES FINANCIAL COMPANIES LLLP
$111.5M
989K
+25%
Added · +198K sh
Q1 2026
13COMMONWEALTH EQUITY SERVICES, LLC
$92.7M
806K
+6.2%
Added · +47K sh
Q1 2026
14WELLS FARGO & COMPANY/MN
$90.3M
786K
+1.4%
Added · +11K sh
Q1 2026
15Equitable Holdings, Inc.
$82.4M
645K
+21%
Added · +112K sh
Q2 2026
16UBS Group AG
$60.6M
527K
−2.6%
Reduced · −14K sh
Q1 2026
17Private Advisor Group, LLC
$58.4M
457K
+56%
Added · +163K sh
Q2 2026
18Cerity Partners LLC
$44.3M
386K
+0.5%
Added · +2K sh
Q1 2026
19Klingman & Associates, LLC
$45.2M
354K
+7.5%
Added · +25K sh
Q2 2026
20Kozak & Associates, Inc.
$42.9M
334K
−43%
Reduced · −253K sh
Q2 2026
21Kestra Advisory Services, LLC
$42.0M
329K
−30%
Reduced · −140K sh
Q2 2026
22Investment Planning Advisors, Inc.
$41.2M
322K
+32%
Added · +79K sh
Q2 2026
23ENVESTNET ASSET MANAGEMENT INC
$34.2M
298K
+89%
Added · +140K sh
Q1 2026
24Tanglewood Legacy Advisors, LLC
$37.2M
291K
+2.3%
Added · +7K sh
Q2 2026
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$33.0M
287K
+3.9%
Added · +11K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RWL being bought or sold by institutions?

Last quarter, 3 funds opened a new position in RWL and 31 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
31
funds
Reduced
14
funds
Exited
0
funds

Funds that own RWL also own

CompanyCo-held byCombined value
APPLE INCAAPL180 funds$64.2B
NVIDIA CORPNVDA177 funds$83.4B
MICROSOFT CORPMSFT177 funds$60.3B
AMAZON.COM INCAMZN175 funds$43.9B
INVESCO QQQ TRUST SERIES 1QQQ173 funds$7.1B
ALPHABET INC-CL AGOOGL172 funds$40.3B
TESLA INCTSLA172 funds$18.8B
SS SPDR S&P 500 ETF TRUST-USSPY172 funds$14.1B
ISHARES CORE S&P 500 ETFIVV170 funds$18.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B170 funds$9.6B
JPMORGAN CHASE & COJPM169 funds$15.9B
BROADCOM INCAVGO168 funds$30.8B

Ranked by how many of RWL's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

225 funds+70 since Q3 2024
0144287Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.5B

Share classes

Class13F holdersValue held
QQQMmc1218 funds$27.4B
BKLNmc451 funds$4.8B
RWLthis pagemc307 funds$5.0B
VRPmc251 funds$1.3B
TANmc215 funds$516.7M
RWJmc186 funds$981.9M
QQQJmc185 funds$327.4M
BABmc170 funds$631.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in RWL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RWL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RWL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RWL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.