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Disclosery

RSPD INVESCO EXCHANGE TRADED FD T

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S&P500 EQL DIS (fund)

96 managers (96 13F filers) reported a position in RSPD shares at 2024-12-31, 5,108,641 shares in all. 21 filers opened a position and 6 filers sold out during the quarter.

Managers
96
13F filers
96
New
21
Added
30
Reduced
26
Sold out
6
Shares held by filers
5,108,641

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,999,771$107M1.75%+120,86913F-HRTimelineGroup
Adams Wealth Management300,698$16.1M3.07%+17,40813F-HRTimeline
CacheTech Inc.300,698$16.1M3.01%+17,40813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,386$13.9M0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC159,007$8.5M0.01%+1,08613F-HRTimeline
Legend Financial Advisors, Inc.136,817$7.31M5.16%-4,33613F-HRTimeline
Strategic Wealth Partners, Ltd.128,638$7.1M0.59%new13F-HRTimeline
LPL Financial LLC118,984$6.36M<0.01%-2,75313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,294$5.63M<0.01%+83,65813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100,082$5.35M<0.01%+1,51013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC90,606$4.84M<0.01%+47,77713F-HRTimelineGroup
NewEdge Advisors, LLC89,762$4.8M0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,286$4.45M0.01%+75,76413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,348$3.76M<0.01%+47,00213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,667$3.56M<0.01%-4,05313F-HRTimelineGroup
Sanctuary Advisors, LLC61,127$3.41M0.02%-32113F-HRTimeline
SignalPoint Asset Management, LLC57,727$3.08M0.75%-4,83413F-HRTimeline
Winthrop Capital Management, LLC55,963$2.99M0.8%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY55,811$2.98M<0.01%+15,27313F-HR/ATimelineGroup
Joseph Group Capital Management55,270$2.95M1.16%+5,83013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,409$2.8M<0.01%+49,34613F-HRTimelineGroup
Blue Chip Partners, LLC46,610$2.49M0.21%new13F-HRTimeline
SCOTIA CAPITAL INC.38,518$2.06M0.01%-16913F-HRTimeline
Private Advisor Group, LLC35,498$1.9M0.01%-1,39713F-HRTimeline
UBS Group AGin group UBS Group AG33,719$1.8M<0.01%-1,03613F-HRTimelineGroup
Treynor Bancshares, Inc.31,911$1.71M1.8%-18,72613F-HRTimeline
Carnegie Investment Counsel31,903$1.7M0.05%-29713F-HRTimeline
VISTA INVESTMENT MANAGEMENT31,507$1.68M0.64%+23013F-HRTimeline
Yoder Wealth Management, Inc.31,330$1.67M0.92%+1,32013F-HRTimeline
Davis Investment Partners, LLC27,831$1.46M0.61%+47013F-HRTimeline
Legacy Private Trust Co.26,584$1.42M0.09%-2,98513F-HRTimeline
Friedenthal Financial26,235$1.4M0.82%-2313F-HRTimeline
Janney Montgomery Scott LLC25,601$1.37M<0.01%+21,73213F-HRTimeline
Joseph P. Lucia & Associates, LLC24,363$1.3M0.58%+413F-HRTimeline
PINNACLE ASSOCIATES LTD24,015$1.28M0.02%+37513F-HRTimeline
Independent Advisor Alliance23,162$1.24M0.02%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC22,063$1.18M0.23%+1,25913F-HRTimeline
Walker Asset Management, LLC21,158$1.13M0.7%-88313F-HRTimeline
CONNABLE OFFICE INC19,954$1.07M0.11%new13F-HRTimeline
Madison Park Capital Advisors, LLC19,517$1.04M0.83%-60,26213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,190$918K<0.01%-1,25313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC16,386$876K0.02%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC14,615$781K<0.01%+2,48013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,839$739K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC11,378$608K0.01%-3,59213F-HRTimeline
CoreCap Advisors, LLC10,057$537K0.02%new13F-HRTimeline
Freedom Investment Management, Inc.9,973$533K0.04%-1,09813F-HRTimeline
FLOW TRADERS U.S. LLC8,298$443K0.02%+3,57113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,070$431K0.01%+2,02613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,868$420K0.03%new13F-HRTimelineGroup
PRIVATE TRUST CO NA7,698$411K0.04%013F-HRTimeline
Worth Asset Management, LLC5,844$312K0.17%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,643$302K<0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC5,376$287K0.1%013F-HRTimeline
Verity Asset Management, Inc.5,311$284K0.16%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,197$278K<0.01%-46513F-HRTimelineGroup
Waterloo Capital, L.P.5,054$270K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,041$269K<0.01%+9413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,987$266K0.01%+2713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,736$253K<0.01%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.4,685$250K0.03%013F-HRTimeline
Quantinno Capital Management LP4,539$243K<0.01%new13F-HRTimeline
ABLE Financial Group, LLC4,451$238K0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,962$212K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC3,738$200K0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC3,281$175K0.05%+613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,122$167K<0.01%-96213F-HRTimelineGroup
Collier Financial2,737$146K0.13%13F-HRTimeline
Global Retirement Partners, LLC2,672$143K<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC2,535$135K<0.01%-1513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,676$89.5K<0.01%+1,19513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,350$72.1K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC1,200$64.1K<0.01%013F-HRTimeline
COMERICA BANK1,030$55K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\903$48.2K<0.01%+76513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/829$44.3K<0.01%-8613F-HRTimelineGroup
Clearstead Advisors, LLC540$28.9K<0.01%-10,63613F-HRTimeline
VALLEY NATIONAL ADVISERS INC275$26K<0.01%-3013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…370$20.1K<0.01%+37013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…270$14.4K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC231$12.3K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC225$12K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC208$11.1K<0.01%-9313F-HRTimelineGroup
Farther Finance Advisors, LLC207$11.1K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.172$9.19K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…165$8.81K<0.01%-913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC163$8.71K<0.01%+113F-HRTimeline
Fourth Dimension Wealth, LLC148$7.9K<0.01%13F-HRTimeline
MCF Advisors LLC141$7.53K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …140$7.48K<0.01%+3313F-HRTimelineGroup
Sunbelt Securities, Inc.111$5.93K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92$4.92K<0.01%-6713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.72$3.83K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC7$374<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2$1280.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.