Vault-13

INVESCO EXCHANGE TRADED FD T RFV

S&P MDCP400 VL · ETP · CUSIP 46137V191

95 institutional holders +10 vs Q1 2026
1,002,5311.0m shares reported held*
$143.3mreported value*
14 new 32 added 25 reduced 3 sold out net bought ≈ $5.4m (+37.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $142.94.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 62Q1 23: 63Q2 23: 54Q3 23: 64Q4 23: 74Q1 24: 79Q2 24: 79Q3 24: 79Q4 24: 86Q1 25: 82Q2 25: 78Q3 25: 82Q4 25: 88Q1 26: 85Q2 26: 9595Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202242
Q4 202262
Q1 202363
Q2 202354
Q3 202364
Q4 202374
Q1 202479
Q2 202479
Q3 202479
Q4 202486
Q1 202582
Q2 202578
Q3 202582
Q4 202588
Q1 202685
Q2 202695

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 31 bought or addedQ3 24: 28 cut or sold outQ4 24: 39 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 25 cut or sold outQ2 25: 28 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 46 bought or addedQ3 25: 20 cut or sold outQ4 25: 42 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 36 cut or sold outQ2 26: 46 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243128
Q4 20243922
Q1 20253825
Q2 20252840
Q3 20254620
Q4 20254227
Q1 20263836
Q2 20264628

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +12,788+12.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +10,942+10.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +7,381+7.4k
LPL Financial LLC Added +6,501+6.5k
ROYAL BANK OF CANADA Added +6,170+6.2k
Focus Financial Network, Inc. New +5,516+5.5k
TWO SIGMA INVESTMENTS, LP New +4,400+4.4k
Mariner, LLC New +3,993+4.0k
Kingsview Wealth Management, LLC Added +2,493+2.5k
JONES FINANCIAL COMPANIES LLLP Added +2,393+2.4k

Biggest sellers

Merit Financial Group, LLC Reduced -18,118-18.1k
Focus Partners Advisor Solutions, LLC Reduced -4,604-4.6k
Thrivent Financial for Lutherans Sold out -4,332-4.3k
Strategic Blueprint, LLC Reduced -3,375-3.4k
PRINCIPAL SECURITIES, INC. Sold out -2,960-3.0k
Stratos Wealth Advisors, LLC Reduced -1,730-1.7k
Axiom Financial Strategies, LLC Reduced -1,633-1.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -1,441-1.4k
Twelve Points Wealth Management LLC Reduced -815-815
RAYMOND JAMES FINANCIAL INC Reduced -664-664

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 183,662183.7k $26.3m $26.3m 0.00% Added +2.1k +2,138
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 172,386172.4k $24.6m $24.6m 0.01% Added +6.5k +6,501
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,65077.7k $11.1m $11.1m 0.00% Added +6.2k +6,170
4 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 49,18449.2k $7.0m $7.0m 0.03% Added +799 +799
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,96449.0k $7.0m $7.0m 0.00% Reduced -664 -664
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 45,18345.2k $6.5m $6.5m 0.01% Reduced -389 -389
7 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 36,39336.4k $5.2m $5.2m 0.00% Reduced -119 -119
8 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,63629.6k $4.2m $4.2m 0.00% Added +12.8k +12,788
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 27,16427.2k $3.9m $3.9m 0.00% Reduced -470 -470
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 23,60723.6k $3.4m $3.4m 0.00% Added +552 +552
11 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 22,03122.0k $3.1m $3.1m 0.04% Added +2.5k +2,493
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 14,98415.0k $2.1m $2.1m 0.00% Added +10.9k +10,942
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,93312.9k $1.8m $1.8m 0.00% Reduced -1.4k -1,441
14 BNB Wealth Management, LLC 0.93% of their portfolio SILVER SPRING, MD 11,86711.9k $1.7m $1.7m 0.93% Reduced -240 -240
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,82911.8k $1.7m $1.7m 0.00% Added +2.4k +2,393
16 Axiom Financial Strategies, LLC 0.53% of their portfolio NEW ALBANY, IN 11,74211.7k $1.7m $1.7m 0.53% Reduced -1.6k -1,633
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,35011.3k $1.6m $1.6m 0.00% Reduced -78 -78
18 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,78110.8k $1.5m $1.5m 0.00% Added +2.2k +2,199
19 Saxony Capital Management, LLC 0.67% of their portfolio ST. LOUIS, MO 10,23710.2k $1.5m $1.5m 0.67% Added +1.2k +1,220
20 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,12810.1k $1.4m $1.4m 0.00% Added +469 +469
21 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 10,04510.0k $1.4m $1.4m 0.02% Added +926 +926
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 8,1748.2k $1.2m $1.2m 0.00% Reduced -122 -122
23 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 7,6757.7k $1.1m $1.1m 0.01% Reduced -18.1k -18,118
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,3817.4k $1.1m $1.1m 0.00% New
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,2437.2k $1.0m $1.0m 0.00% Added +2.0k +1,983
26 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 6,9737.0k $996.7k $996.7k 0.01% Reduced -4.6k -4,604
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,9445.9k $849.6k $849.6k 0.00% Added +787 +787
28 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 5,9175.9k $845.7k $845.7k 0.01% Reduced -342 -342
29 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 5,5165.5k $788.4k $788.4k 0.02% New
30 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 5,2025.2k $743.5k $743.5k 0.01% Added +171 +171
31 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 5,1335.1k $733.7k $733.7k 0.00% Unchanged
32 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 5,0805.1k $726.1k $726.1k 0.01% Added +397 +397
33 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 4,7424.7k $677.8k $677.8k 0.00% Unchanged
34 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 4,6304.6k $661.8k $661.8k 0.03% Reduced -3.4k -3,375
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,4674.5k $638.5k $638.5k 0.00% Reduced -481 -481
36 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 4,4004.4k $628.9k $628.9k 0.00% New
37 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 4,2324.2k $604.9k $604.9k 0.01% Added +325 +325
38 Unified Investment Management 0.54% of their portfolio Atlanta, GA 4,0684.1k $581.5k $581.5k 0.54% Added +4 +4
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 3,9934.0k $570.8k $570.8k 0.00% New
40 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,8563.9k $551.1k $551.1k 0.00% Added +28 +28
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,6033.6k $515.0k $515.0k 0.00% Reduced -1 -1
42 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,5323.5k $504.8k $504.8k 0.00% Reduced -131 -131
43 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 3,4263.4k $489.7k $489.7k 0.03% Reduced -1.7k -1,730
44 Twelve Points Wealth Management LLC 0.10% of their portfolio CONCORD, MA 3,3933.4k $484.9k $484.9k 0.10% Reduced -815 -815
45 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 2,9042.9k $415.1k $415.1k 0.01% Reduced -29 -29
46 S.A. Mason LLC 0.12% of their portfolio HOLLAND, MI 2,8202.8k $403.1k $403.1k 0.12% Unchanged
47 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 2,8112.8k $401.8k $401.8k 0.01% Added +158 +158
48 Dale Q Rice Investment Management Ltd 0.20% of their portfolio VANCOUVER, WA 2,6422.6k $377.6k $377.6k 0.20% Reduced -223 -223
49 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 2,4622.5k $351.9k $351.9k 0.02% Reduced -212 -212
50 Kelman-Lazarov, Inc. 0.04% of their portfolio MEMPHIS, TN 2,4002.4k $343.0k $343.0k 0.04% Unchanged
51 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 2,3552.4k $336.0k $336.0k 0.02% Added +2 +2
52 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 2,2982.3k $328.5k $328.5k 0.01% Added +1 +1
53 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 2,2812.3k $326.0k $326.0k 0.01% Added +77 +77
54 Reliant Investment Partners, LLC 0.21% of their portfolio PINEHURST, NC 2,2092.2k $315.7k $315.7k 0.21% Reduced -2 -2
55 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 1,9151.9k $273.7k $273.7k 0.00% Added +315 +315
56 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 1,8861.9k $269.5k $269.5k 0.00% Added +2 +2
57 GREENLEAF TRUST 0.00% of their portfolio KALAMAZOO, MI 1,8251.8k $260.8k $260.8k 0.00% Unchanged
58 Well Done, LLC 0.04% of their portfolio HOLLAND, MI 1,8251.8k $260.8k $260.8k 0.04% Unchanged
59 Purus Wealth Management, LLC 0.07% of their portfolio Newport Beach, CA 1,8131.8k $259.2k $259.2k 0.07% Added +1 +1
60 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 1,7671.8k $252.5k $252.5k 0.00% Added +21 +21
61 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 1,6851.7k $240.8k $240.8k 0.00% Unchanged
62 FMR LLC 0.00% of their portfolio BOSTON, MA 1,6021.6k $228.9k $228.9k 0.00% Added +139 +139
63 Hubbell Strickland Wealth Management, LLC 0.08% of their portfolio NEW ORLEANS, LA 1,5071.5k $215.5k $215.5k 0.08% New
64 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 1,4771.5k $211.1k $211.1k 0.01% New
65 CARLSON FINANCIAL, INC. 0.11% of their portfolio CANBY, OR 1,4611.5k $208.9k $208.9k 0.11% New
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,0591.1k $151.4k $151.4k 0.00% Unchanged
67 JNBA Financial Advisors 0.01% of their portfolio BLOOMINGTON, MN 1,0381.0k $148.4k $148.4k 0.01% Unchanged
68 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 932932 $133.2k $133.2k 0.00% Unchanged
69 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 797797 $113.9k $113.9k 0.01% Unchanged
70 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 572572 $81.8k $81.8k 0.00% Unchanged
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 496496 $70.9k $70.9k 0.00% Unchanged
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 439439 $62.7k $62.7k 0.00% Reduced -331 -331
73 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 353353 $50.5k $50.5k 0.00% Unchanged
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 300300 $42.9k $42.9k 0.00% Reduced -200 -200
75 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 280280 $40.0k $40.0k 0.00% New
76 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 200200 $28.6k $28.6k 0.00% Unchanged
77 BlackRock, Inc. 0.00% of their portfolio New York, NY 200200 $28.6k $28.6k 0.00% Unchanged
78 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 176176 $25.2k $25.2k 0.00% Unchanged
79 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 163163 $23.3k $23.3k 0.00% Unchanged
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 151151 $21.7k $21.7k 0.00% Unchanged
81 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 151151 $21.6k $21.6k 0.00% New
82 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 132132 $18.9k $18.9k 0.00% New
83 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 116116 $16.5k $16.5k 0.00% New
84 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 112112 $16.0k $16.0k 0.00% First filing
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8989 $12.7k $12.7k 0.00% Added +42 +42
86 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 8888 $12.6k $12.6k 0.00% New
87 Archer Investment Corp 0.00% of their portfolio Carmel, IN 8888 $12.6k $12.6k 0.00% Added +44 +44
88 Main Street Group, LTD 0.00% of their portfolio GLEN ALLEN, VA 8080 $11.4k $11.4k 0.00% Unchanged
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7070 $10.0k $10.0k 0.00% Reduced -40 -40
90 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 5353 $7.6k $7.6k 0.00% New
91 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4040 $5.7k $5.7k 0.00% New
92 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3737 $5.3k $5.3k 0.00% Added +1 +1
93 Robinswood Financial LLC 0.00% of their portfolio KIRKLAND, WA 3131 $4.4k $4.4k 0.00% Unchanged
94 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 77 $1.0k $1.0k 0.00% Unchanged
95 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio WILLIAMSVILLE, NY 00 $0 $0 0.00% Unchanged