§ EQUITY
USDRZG
INVESCO S&P SMALLCAP 600 PUR
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
29 increased/new, 19 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CWM, LLC | 125K | 0.0% | −8% |
| LPL Financial LLC | 104K | 0.0% | −2% |
| Horizon Family Wealth, Inc. | 85K | 2.6% | +17% |
| Twelve Points Wealth Management LLC | 50K | 0.6% | −0% |
| Morgan Stanley | 44K | 0.0% | n/a |
| AQR Capital Management | 41K | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for RZG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER82.4% · 43 holders
DEALER / BANK12.9% · 9 holders
SYSTEMATIC / QUANT2.8% · 1 holder
QUALITY / COMPOUNDER0.9% · 2 holders
TACTICAL / MACRO0.9% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RZG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RZG yet.