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Disclosery

RSPD INVESCO EXCHANGE TRADED FD T

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S&P500 EQL DIS (fund)

82 managers (82 13F filers) reported a position in RSPD shares at 2025-03-31, 2,550,673 shares in all. 6 filers opened a position and 16 filers sold out during the quarter.

Managers
82
13F filers
82
New
6
Added
19
Reduced
38
Sold out
16
Shares held by filers
2,550,673

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 &…507,341$25.3M0.33%-1,492,43013F-HRTimelineGroup
CoreCap Advisors, LLC305,092$15.2M0.67%+295,03513F-HRTimeline
HighTower Advisors, LLC131,939$6.58M0.01%-27,06813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,934$6.48M<0.01%-129,45213F-HRTimelineGroup
Legend Financial Advisors, Inc.128,043$6.39M4.69%-8,77413F-HRTimeline
LPL Financial LLC124,927$6.23M<0.01%+5,94313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN117,315$5.85M<0.01%+17,23313F-HRTimelineGroup
NewEdge Advisors, LLC87,861$4.38M0.03%-1,90113F-HRTimeline
Sanctuary Advisors, LLC61,297$3.06M0.02%+17013F-HRTimeline
Farther Finance Advisors, LLC56,570$2.84M0.07%+56,36313F-HRTimeline
Winthrop Capital Management, LLC55,032$2.75M0.76%-93113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,301$2.61M<0.01%-14,36613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,189$2.6M<0.01%-22013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,502$2.47M<0.01%-41,10413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG48,155$2.4M<0.01%+14,43613F-HRTimelineGroup
SCOTIA CAPITAL INC.42,478$2.12M0.01%+3,96013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41,035$2.05M<0.01%-14,77613F-HRTimelineGroup
Legacy Private Trust Co.35,310$1.76M0.12%+8,72613F-HRTimeline
VISTA INVESTMENT MANAGEMENT31,779$1.59M0.62%+27213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,485$1.57M<0.01%+25,84213F-HRTimelineGroup
Davis Investment Partners, LLC32,337$1.53M0.68%+4,50613F-HRTimeline
Yoder Wealth Management, Inc.30,104$1.5M0.85%-1,22613F-HRTimeline
Carnegie Investment Counsel30,695$1.39M0.03%-1,20813F-HRTimeline
Friedenthal Financial25,625$1.28M0.76%-61013F-HRTimeline
Joseph P. Lucia & Associates, LLC24,363$1.22M0.56%013F-HRTimeline
PINNACLE ASSOCIATES LTD24,015$1.2M0.02%013F-HRTimeline
LEUTHOLD GROUP, LLC23,186$1.16M0.15%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,523$1.12M<0.01%-47,82513F-HR/ATimelineGroup
STRATEGY ASSET MANAGERS LLC22,373$1.12M0.23%+31013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,888$1.09M<0.01%+4,69813F-HRTimelineGroup
Private Advisor Group, LLC20,923$1.04M0.01%-14,57513F-HRTimeline
Walker Asset Management, LLC20,851$1.04M0.63%-30713F-HRTimeline
Madison Park Capital Advisors, LLC18,969$947K0.83%-54813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,868$842K<0.01%-88,42613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,372$617K<0.01%-1,46713F-HRTimelineGroup
Advisory Services Network, LLC10,931$545K0.01%-44713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,871$542K<0.01%-3,74413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC10,409$519K0.01%-5,97713F-HRTimelineGroup
Freedom Investment Management, Inc.8,803$439K0.04%-1,17013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,483$323K0.01%-1,58713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,484$274K0.01%+49713F-HRTimelineGroup
Empirical Asset Management, LLC5,410$270K0.09%+3413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,154$257K<0.01%+11313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,143$257K<0.01%-5413F-HRTimelineGroup
GTS SECURITIES LLC4,779$239K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,691$234K<0.01%-4513F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.4,685$234K0.03%013F-HRTimeline
ABLE Financial Group, LLC4,450$222K0.06%-113F-HRTimeline
PRIVATE TRUST CO NA4,155$207K0.02%-3,54313F-HRTimeline
Tradewinds Capital Management, LLC3,293$164K0.04%+1213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,201$160K<0.01%-80,08513F-HRTimelineGroup
Collier Financial2,737$137K0.12%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,070$103K<0.01%+39413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,895$94.6K<0.01%-1,22713F-HRTimelineGroup
Richard Bernstein Advisors LLC1,682$83.9K<0.01%-85313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,350$67.4K<0.01%013F-HRTimelineGroup
COMERICA BANK891$44.5K<0.01%-13913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/829$41.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\596$29.7K<0.01%-30713F-HRTimelineGroup
Allworth Financial LP600$29.2K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC540$26.9K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC245$24K<0.01%-3013F-HRTimeline
FMR LLCin group FMR LLC272$13.6K<0.01%+6413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…270$13.5K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC231$11.5K<0.01%013F-HRTimelineGroup
Joseph Group Capital Management228$11.4K<0.01%-55,04213F-HRTimeline
Front Row Advisors LLC225$11.2K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.172$8.58K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…165$8.24K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC163$8.13K<0.01%013F-HRTimeline
MCF Advisors LLC141$7.04K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …140$6.99K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC131$6.49K<0.01%-3,60713F-HRTimeline
Fourth Dimension Wealth, LLC105$5.24K<0.01%-4313F-HRTimeline
CX Institutional104$5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92$4.59K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC90$4.49K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.72$3.19K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC10$499<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC7$349<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-37013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.