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Disclosery

RSPD INVESCO EXCHANGE TRADED FD T

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S&P500 EQL DIS (fund)

85 managers (87 13F filers) reported a position in RSPD shares at 2025-09-30, 2,722,528 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
85
13F filers
87
New
9
Added
26
Reduced
33
Sold out
5
Shares held by filers
2,722,528

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 &…720,557$41.6M0.37%+74,68413F-HRTimelineGroup
LPL Financial LLC230,901$13.3M<0.01%+121,59613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,978$8.31M<0.01%+1,82513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.138,119$7.97M0.6%+3,39513F-HRTimeline
Legend Financial Advisors, Inc.127,775$7.37M4.52%-75113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN125,853$7.26M<0.01%+29,38113F-HRTimelineGroup
HighTower Advisors, LLC122,713$7.08M0.01%-7,11513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,891$5.88M<0.01%+1,22413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,653$4.54M0.04%+10,15513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,241$4.23M<0.01%+21,07613F-HR/ATimelineGroup
LEUTHOLD GROUP, LLC68,409$3.95M0.43%+44,60413F-HRTimeline
Farther Finance Advisors, LLC54,086$3.12M0.05%-2,10913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,216$3.01M<0.01%-5,74013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.49,764$2.87M0.01%-1,78813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY38,752$2.24M<0.01%-1,76213F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding36,441$2.1M-185Timeline
SYKON CAPITAL LLC34,532$1.99M0.66%new13F-HRTimeline
Yoder Wealth Management, Inc.33,079$1.91M0.9%+62813F-HRTimeline
VISTA INVESTMENT MANAGEMENT31,802$1.83M0.64%+10413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,606$1.77M<0.01%-7,30813F-HRTimelineGroup
Legacy Private Trust Co.29,723$1.72M0.1%-1,75313F-HRTimeline
Carnegie Investment Counsel29,356$1.69M0.03%+413F-HRTimeline
Friedenthal Financial27,045$1.56M0.81%+73913F-HRTimeline
Joseph P. Lucia & Associates, LLC23,998$1.38M0.52%-5013F-HRTimeline
PINNACLE ASSOCIATES LTD23,715$1.37M0.02%013F-HRTimeline
Davis Investment Partners, LLC23,002$1.33M0.45%-5,04713F-HRTimeline
Walker Asset Management, LLC21,061$1.22M0.68%+97813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,541$1.13M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC15,152$874K<0.01%-62013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,498$790K<0.01%+10,30413F-HRTimelineGroup
Sanctuary Advisors, LLC12,128$700K<0.01%-69613F-HR/ATimeline
BRIAN LOW FINANCIAL GROUP, LLC12,128$700K0.54%-40513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,911$630K<0.01%-10,22113F-HRTimelineGroup
Advisory Services Network, LLC10,878$628K0.01%-5313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,448$603K+4,098Timeline
Lido Advisors, LLCin group Lido Advisors, LLC10,223$590K<0.01%-7913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$577K<0.01%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,497$548K0.01%-2413F-HRTimelineGroup
Lion Street Advisors, LLC2,951$452K0.16%new13F-HRTimeline
Quantinno Capital Management LP6,658$384K<0.01%-7513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,489$374K0.01%+213F-HRTimelineGroup
Madison Park Capital Advisors, LLC6,376$368K0.3%-2,89113F-HRTimeline
Clearstead Advisors, LLC6,353$367K0.01%+5,81313F-HRTimeline
NewEdge Advisors, LLC5,934$342K<0.01%-7213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,812$335K<0.01%+21013F-HRTimelineGroup
Waverly Advisors, LLC5,447$314K<0.01%+1,52513F-HRTimeline
Winthrop Capital Management, LLC5,235$302K0.07%-45913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,144$297K<0.01%013F-HRTimelineGroup
Empirical Asset Management, LLC5,116$295K0.08%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,987$288K<0.01%+9813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,457$257K<0.01%+10113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.4,454$257K0.03%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC10,000$239K0.33%013F-HRTimeline
CoreCap Advisors, LLC4,078$235K0.01%-2,61113F-HRTimeline
Tradewinds Capital Management, LLC3,312$191K0.04%+613F-HRTimeline
PRIVATE TRUST CO NA3,072$177K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,042$176K<0.01%+12713F-HRTimelineGroup
CX Institutional2,899$167K0.01%+2,79913F-HRTimeline
Global Retirement Partners, LLC2,289$132K<0.01%-38513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,143$124K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,856$107K<0.01%-3913F-HRTimelineGroup
Glenmede Investment Management, LP1,350$77.9K<0.01%013F-HRTimeline
Collier Financial1,177$67.9K0.05%13F-HRTimeline
Richard Bernstein Advisors LLC800$44.2K<0.01%-2613F-HRTimeline
Allworth Financial LP604$34.8K<0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…582$33.6K<0.01%-1,31813F-HRTimelineGroup
COMERICA BANK525$30.3K<0.01%-36613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\507$29.3K<0.01%013F-HRTimelineGroup
NFSG Corp500$28.9K<0.01%new13F-HRTimeline
Asset Dedication, LLC450$26K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC405$23.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/299$17.2K<0.01%-4013F-HRTimelineGroup
FMR LLCin group FMR LLC276$15.9K<0.01%+513F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC231$13.3K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC225$13K<0.01%013F-HRTimeline
MCF Advisors LLC141$8.14K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC109$6.29K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …107$6.17K<0.01%13F-HRTimelineGroup
Fourth Dimension Wealth, LLC105$6.06K<0.01%013F-HRTimeline
AlphaCore Capital LLC90$5.19K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC90$5K<0.01%-15513F-HRTimeline
Steward Partners Investment Advisory, L…85$4.89K<0.01%-8113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67$3.87K<0.01%-2513F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/17$981<0.01%013F-HRTimeline
Sound Income Strategies, LLC10$559<0.01%013F-HRTimeline