RZV

Invesco S&P Smallcap 600 PurETF
UnclassifiedUSCUSIP 46137V167◍ Confluence graph
Tracked 13F Holders
64
-25 QoQ
13F Value (tracked)
$124.4M
13F Moves · latest Q
11 added
6 trimmed
Recent Filings
0

Who owns RZV?

64 tracked 13F filers

64 tracked 13F filers disclose a position in RZV as of the latest SEC 13F filings, a combined $124.4M 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
1Systematic Alpha Investments, LLC
$45.7M
306K
Held
Q2 2026
2LPL Financial LLC
$10.6M
85K
+20%
Added · +14K sh
Q1 2026
3Armbruster Capital Management, Inc.
$9.5M
64K
−3.5%
Reduced · −2K sh
Q2 2026
4Wealthcare Advisory Partners LLC
$7.8M
52K
+0.9%
Added · +478 sh
Q2 2026
5THEORY FINANCIAL LLC
$5.9M
40K
+5.3%
Added · +2K sh
Q2 2026
6RAYMOND JAMES FINANCIAL INC
$4.7M
38K
New
+38K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$4.0M
32K
−3.2%
Reduced · −1K sh
Q1 2026
8STIFEL FINANCIAL CORP
$2.6M
21K
+108%
Added · +11K sh
Q1 2026
9MORGAN STANLEY
$2.4M
19K
+4.1%
Added · +762 sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$2.2M
17K
+38%
Added · +5K sh
Q1 2026
11Smallwood Wealth Investment Management, LLC
$2.5M
17K
+6.1%
Added · +970 sh
Q2 2026
12Innova Wealth Partners
$2.1M
14K
+28%
Added · +3K sh
Q2 2026
13Merit Financial Group, LLC
$2.0M
14K
−0.8%
Reduced · −107 sh
Q2 2026
14SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.7M
13K
+139%
Added · +8K sh
Q1 2026
15UBS Group AG
$1.5M
12K
+1.5%
Added · +180 sh
Q1 2026
16NTV ASSET MANAGEMENT LLC
$1.7M
11K
−8.0%
Reduced · −1K sh
Q2 2026
17MML INVESTORS SERVICES, LLC
$1.6M
11K
New
+11K sh
Q2 2026
18ROYAL BANK OF CANADA
$1.2M
10K
−0.2%
Reduced · −16 sh
Q1 2026
19CITADEL ADVISORS LLC
$992K
8K
+66%
Added · +3K sh
Q1 2026
20Cetera Investment Advisers
$974K
8K
+69%
Added · +3K sh
Q1 2026
21Discipline Wealth Solutions, LLC
$1.0M
7K
−2.4%
Reduced · −173 sh
Q2 2026
22JONES FINANCIAL COMPANIES LLLP
$761K
6K
+175%
Added · +4K sh
Q1 2026
23FIFTH THIRD SECURITIES, INC.
$882K
6K
−1.9%
Reduced · −112 sh
Q2 2026
24American Institute for Advanced Investment Management, LLP
$868K
6K
−0.8%
Reduced · −50 sh
Q2 2026
25OSAIC HOLDINGS, INC.
$687K
6K
−0.1%
Reduced · −8 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 RZV being bought or sold by institutions?

Last quarter, 2 funds opened a new position in RZV and 9 added to an existing one, while 6 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)
2
funds
Added
9
funds
Reduced
6
funds
Exited
0
funds

Funds that own RZV also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY23 funds$1.6B
INVESCO QQQ TRUST SERIES 1QQQ23 funds$1.2B
NVIDIA CORPNVDA22 funds$45.1B
APPLE INCAAPL22 funds$33.6B
MICROSOFT CORPMSFT22 funds$29.2B
AMAZON.COM INCAMZN22 funds$19.8B
ALPHABET INC-CL AGOOGL22 funds$16.1B
BROADCOM INCAVGO22 funds$15.5B
JPMORGAN CHASE & COJPM22 funds$7.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B22 funds$5.9B
ISHARES CORE S&P 500 ETFIVV22 funds$4.4B
ABBVIE INCABBV22 funds$3.6B

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

Institutional ownership over time

32 funds-13 since Q3 2024
02958Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $85.4M

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 RZV

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/RZV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RZV.
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 RZV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.