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Disclosery

RSPD INVESCO EXCHANGE TRADED FD T

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S&P500 EQL DIS (fund)

86 managers (87 13F filers) reported a position in RSPD shares at 2025-12-31, 2,614,347 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
86
13F filers
87
New
10
Added
20
Reduced
35
Sold out
10
Shares held by filers
2,614,347

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 &…824,352$47M0.41%+103,79513F-HRTimelineGroup
LPL Financial LLC199,620$11.4M<0.01%-31,28113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN154,469$8.81M<0.01%+28,61613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,612$8.36M<0.01%+2,63413F-HRTimelineGroup
Legend Financial Advisors, Inc.130,086$7.42M4.49%+2,31113F-HRTimeline
HighTower Advisors, LLC121,070$6.9M0.01%-1,64313F-HRTimeline
LEUTHOLD GROUP, LLC65,981$3.76M0.41%-2,42813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/56,415$3.22M<0.01%+4,19913F-HRTimelineGroup
United Asset Strategies, Inc.55,154$3.15M0.24%new13F-HRTimeline
Farther Finance Advisors, LLC54,589$3.11M0.03%+50313F-HRTimeline
SCOTIA CAPITAL INC.53,543$3.05M0.01%+3,77913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,138$2.97M<0.01%-21,10313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY43,228$2.47M<0.01%+4,47613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding39,180$2.23M+2,739Timeline
Focus Partners Wealthin group Focus Partners Wealth37,925$2.16M<0.01%new13F-HRTimelineGroup
Legacy Private Trust Co.33,879$1.93M0.11%+4,15613F-HRTimeline
VISTA INVESTMENT MANAGEMENT32,649$1.86M0.61%+84713F-HRTimeline
Yoder Wealth Management, Inc.31,378$1.79M0.81%-1,70113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,606$1.75M<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,965$1.71M<0.01%-71,92613F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC29,739$1.7M0.36%new13F-HRTimeline
Carnegie Investment Counsel29,110$1.66M0.03%-24613F-HRTimeline
Friedenthal Financial25,901$1.48M0.76%-1,14413F-HRTimeline
Joseph P. Lucia & Associates, LLC23,823$1.36M0.49%-17513F-HRTimeline
PINNACLE ASSOCIATES LTD22,545$1.29M0.02%-1,17013F-HRTimeline
Walker Asset Management, LLC20,564$1.17M0.63%-49713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co17,851$1.02M0.06%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,572$1M<0.01%-1,96913F-HRTimelineGroup
Davis Investment Partners, LLC17,002$975K0.34%-6,00013F-HRTimeline
Private Advisor Group, LLC15,457$882K<0.01%+30513F-HRTimeline
Strategic Wealth Partners, Ltd.13,022$743K0.05%-125,09713F-HRTimeline
Sanctuary Advisors, LLC11,733$669K<0.01%-39513F-HRTimeline
Advisory Services Network, LLC10,752$613K0.01%-12613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,223$590K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$570K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.9,892$564K<0.01%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,497$542K0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,465$483K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,446$367K0.01%-4313F-HRTimelineGroup
Madison Park Capital Advisors, LLC6,376$364K0.3%013F-HRTimeline
NewEdge Advisors, LLC5,934$338K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,764$329K-4,684Timeline
Waverly Advisors, LLC5,238$299K<0.01%-20913F-HRTimeline
Range Advisory, LLC5,214$297K0.08%13F-HRTimeline
Blue Chip Partners, LLC5,170$295K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,145$293K<0.01%+113F-HR/ATimelineGroup
Empirical Asset Management, LLC5,116$292K0.08%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,988$284K<0.01%+113F-HRTimeline
Winthrop Capital Management, LLC4,833$276K0.06%-40213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,606$263K<0.01%-1,20613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,519$258K<0.01%+6213F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.4,454$254K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…4,312$246K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,419$195K0.01%-65913F-HRTimeline
Tradewinds Capital Management, LLC3,319$189K0.04%+713F-HRTimeline
REDMONT WEALTH ADVISORS LLC8,980$188K0.29%-1,02013F-HRTimeline
PRIVATE TRUST CO NA3,072$175K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,968$169K<0.01%-7413F-HRTimelineGroup
Global Retirement Partners, LLC2,289$131K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,118$121K<0.01%-2513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,055$117K<0.01%-11,44313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,856$106K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,350$77K<0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC1,194$70.4K<0.01%+1,18413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,109$63.2K<0.01%+81013F-HRTimelineGroup
Collier Financial804$45.9K0.03%-37313F-HRTimeline
Richard Bernstein Advisors LLC799$45.6K<0.01%-113F-HRTimeline
Allworth Financial LP605$34.5K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…600$34.2K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC540$30.8K<0.01%-5,81313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\507$28.9K<0.01%013F-HRTimelineGroup
NFSG Corp500$28.5K<0.01%013F-HRTimeline
COMERICA BANK488$27.8K<0.01%-3713F-HRTimeline
VALLEY NATIONAL ADVISERS INC245$25K<0.01%+15513F-HRTimeline
FMR LLCin group FMR LLC254$14.5K<0.01%-2213F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC231$13.2K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC225$12.8K<0.01%013F-HRTimeline
MCF Advisors LLC141$8.04K<0.01%013F-HRTimeline
CX Institutional123$7K<0.01%-2,77613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC109$6.22K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC105$5.99K<0.01%013F-HRTimeline
AlphaCore Capital LLC90$5.13K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…70$3.99K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33$1.88K<0.01%-3413F-HR/ATimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …30$1.71K<0.01%-7713F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/17$970<0.01%013F-HRTimeline