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Disclosery

RSPD INVESCO EXCHANGE TRADED FD T

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S&P500 EQL DIS (fund)

83 managers (83 13F filers) reported a position in RSPD shares at 2025-06-30, 2,388,805 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
83
13F filers
83
New
7
Added
16
Reduced
41
Sold out
8
Shares held by filers
2,388,805

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 &…645,873$34.4M0.39%+138,53213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,153$7.56M<0.01%+12,21913F-HRTimelineGroup
Strategic Wealth Partners, Ltd.134,724$7.17M0.56%13F-HRTimeline
HighTower Advisors, LLC129,828$6.91M0.01%-2,11113F-HRTimeline
Legend Financial Advisors, Inc.128,526$6.84M4.54%+48313F-HRTimeline
LPL Financial LLC109,305$5.82M<0.01%-15,62213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,667$5.36M<0.01%+78,14413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,472$5.13M<0.01%-20,84313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,498$3.65M0.03%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,956$3.08M<0.01%+5,65513F-HRTimelineGroup
Farther Finance Advisors, LLC56,195$2.99M0.06%-37513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,165$2.78M<0.01%-2413F-HRTimelineGroup
SCOTIA CAPITAL INC.51,552$2.74M0.01%+9,07413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40,514$2.16M<0.01%-52113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,914$2.02M<0.01%-11,58813F-HRTimelineGroup
UBS Group AGin group UBS Group AG36,626$1.95M<0.01%-11,52913F-HRTimelineGroup
Yoder Wealth Management, Inc.32,451$1.73M0.9%+2,34713F-HRTimeline
VISTA INVESTMENT MANAGEMENT31,698$1.69M0.63%-8113F-HRTimeline
Legacy Private Trust Co.31,476$1.67M0.11%-3,83413F-HRTimeline
Carnegie Investment Counsel29,352$1.56M0.03%-1,34313F-HRTimeline
Davis Investment Partners, LLC28,049$1.53M0.55%-4,28813F-HRTimeline
Friedenthal Financial26,306$1.4M0.77%+68113F-HRTimeline
Joseph P. Lucia & Associates, LLC24,048$1.28M0.52%-31513F-HRTimeline
LEUTHOLD GROUP, LLC23,805$1.27M0.15%+61913F-HRTimeline
PINNACLE ASSOCIATES LTD23,715$1.26M0.02%-30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,132$1.12M<0.01%-10,35313F-HRTimelineGroup
Walker Asset Management, LLC20,083$1.07M0.62%-76813F-HRTimeline
Private Advisor Group, LLC15,772$839K<0.01%-5,15113F-HRTimeline
Sanctuary Advisors, LLC12,824$682K<0.01%-48,47313F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC12,533$667K0.62%13F-HRTimeline
Advisory Services Network, LLC10,931$601K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,302$548K<0.01%-56913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$532K<0.01%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,521$507K0.01%-88813F-HRTimelineGroup
Madison Park Capital Advisors, LLC9,267$493K0.41%-9,70213F-HRTimeline
Freedom Investment Management, Inc.8,599$458K0.04%-20413F-HRTimeline
Quantinno Capital Management LP6,733$358K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,689$356K0.01%-298,40313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,487$345K0.01%+413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,350$338K<0.01%-10,51813F-HRTimelineGroup
NewEdge Advisors, LLC6,006$320K<0.01%-81,85513F-HRTimeline
Winthrop Capital Management, LLC5,694$303K0.08%-49,33813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,602$298K<0.01%-16,28613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP5,144$274K<0.01%+113F-HR/ATimelineGroup
Empirical Asset Management, LLC5,116$272K0.08%-29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,889$260K<0.01%-26513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,454$237K0.03%-23113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,356$232K<0.01%-33513F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC10,000$229K0.34%new13F-HRTimeline
Waverly Advisors, LLC3,922$209K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC3,306$176K0.04%+1313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,194$170K<0.01%-713F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,072$163K0.02%-1,08313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,915$155K<0.01%+84513F-HRTimelineGroup
Global Retirement Partners, LLC2,674$142K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,900$101K<0.01%-3,58413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,895$101K<0.01%013F-HRTimelineGroup
Glenmede Investment Management, LP1,350$71.8K<0.01%13F-HRTimeline
COMERICA BANK891$47.4K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC826$44K<0.01%-85613F-HRTimeline
Allworth Financial LP602$32.1K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC540$28.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\507$27K<0.01%-8913F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC245$24K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/339$18K<0.01%-49013F-HR/ATimelineGroup
FMR LLCin group FMR LLC271$14.4K<0.01%-113F-HRTimelineGroup
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
SIMPLEX TRADING, LLC214$11K<0.01%+21313F-HRTimeline
Steward Partners Investment Advisory, L…166$8.81K<0.01%+113F-HRTimeline
MCF Advisors LLC141$7.5K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …123$6.54K<0.01%13F-HRTimelineGroup
Sunbelt Securities, Inc.111$5.93K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC109$5.8K<0.01%-5413F-HRTimeline
Fourth Dimension Wealth, LLC105$5.59K<0.01%013F-HRTimeline
CX Institutional100$5K<0.01%-413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92$4.89K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC90$4.79K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/17$905<0.01%new13F-HRTimeline
Sound Income Strategies, LLC10$532<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$25<0.01%-7213F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.