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Disclosery

RSPH INVESCO EXCHANGE TRADED FD T

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S&P500 EQL HLT (fund)

192 managers (192 13F filers) reported a position in RSPH shares at 2024-12-31, 11,474,375 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
192
13F filers
192
New
17
Added
47
Reduced
70
Sold out
14
Shares held by filers
11,474,375

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
HighTower Advisors, LLC2,230,080$65.3M0.09%+18,61613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.711,010$20.8M4.13%+5,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY636,301$18.6M<0.01%-131,30613F-HR/ATimelineGroup
LPL Financial LLC581,950$17.1M0.01%-92,44113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/490,360$14.4M<0.01%+18,94313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372,523$10.9M<0.01%-28,61713F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…365,639$10.7M3.99%+18,53513F-HRTimeline
MAI Capital Management348,965$10.2M0.08%+15,92513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,781$8.29M<0.01%13F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…270,281$7.92M0.04%+12,91313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN259,866$7.61M<0.01%-19,64513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO184,034$5.39M<0.01%-8,02713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/175,413$5.14M<0.01%-5,01513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,236$4.75M0.01%-190,36013F-HR/ATimelineGroup
Blue Sky Capital Consultants Group, Inc.143,648$4.21M2.53%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC140,798$4.13M<0.01%-3,19013F-HRTimelineGroup
FCA CORP /TX140,472$4.12M1.29%+1,15613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC136,121$3.99M0.01%-30,37213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC134,183$3.93M0.08%-1,82013F-HRTimelineGroup
Private Advisor Group, LLC127,182$3.73M0.02%+61513F-HRTimeline
Joseph P. Lucia & Associates, LLC123,295$3.61M1.61%-20013F-HRTimeline
Focus Financial Network, Inc.118,242$3.46M0.14%+78013F-HRTimeline
SignalPoint Asset Management, LLC114,701$3.36M0.82%-4,04513F-HRTimeline
UBS Group AGin group UBS Group AG113,297$3.32M<0.01%+10,56113F-HRTimelineGroup
Graham Capital Management, L.P.110,000$3.22M0.1%new13F-HRTimeline
Friedenthal Financial105,116$3.08M1.8%+2,70313F-HRTimeline
Berger Financial Group, Inc102,095$2.99M0.21%-7,96313F-HRTimeline
Creative Planningin group Creative Planning100,184$2.94M<0.01%-13,58113F-HRTimelineGroup
Cornerstone Advisory, LLC84,874$2.55M0.29%-7,65413F-HRTimeline
Peak Financial Management, Inc.85,397$2.5M0.75%-4,25913F-HRTimeline
Cetera Investment Advisers84,564$2.48M0.01%-23,56713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC75,769$2.22M0.3%+9113F-HRTimeline
Stelac Advisory Services LLC71,620$2.1M0.82%013F-HRTimeline
Acorn Wealth Advisors, LLC67,287$1.97M0.81%-3,35213F-HRTimeline
Hartford Financial Management Inc.64,537$1.89M0.39%-7,02813F-HRTimeline
McAdam, LLC63,403$1.86M0.1%-6,75213F-HRTimeline
Blue Chip Partners, LLC62,577$1.83M0.16%new13F-HRTimeline
Yoder Wealth Management, Inc.59,456$1.74M0.96%+4,71413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,609$1.69M<0.01%-2,98013F-HR/ATimeline
Cambridge Investment Research Advisors,…50,971$1.49M<0.01%-24,21713F-HRTimeline
Ausdal Financial Partners, Inc.46,706$1.37M0.12%new13F-HRTimeline
Laidlaw Wealth Management LLC41,820$1.23M0.53%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC41,820$1.23M0.04%new13F-HRTimeline
Walker Asset Management, LLC40,695$1.19M0.73%+45113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,122$1.15M0.01%+7,78713F-HRTimelineGroup
Ironsides Asset Advisors, LLC38,001$1.11M0.32%+313F-HRTimeline
Biltmore Family Office, LLC37,200$1.09M0.18%013F-HRTimeline
Janney Montgomery Scott LLC36,759$1.08M<0.01%-1,69713F-HRTimeline
LM Advisors LLC36,645$1.07M0.19%013F-HR/ATimeline
Red Mountain Financial, LLC35,836$1.05M1.13%-2,51313F-HRTimeline
Socha Financial Group, LLC33,976$995K0.47%-43,29913F-HRTimeline
Optas, LLC32,364$948K0.2%-1,74313F-HRTimeline
Empirical Asset Management, LLC31,900$935K0.31%-1,11013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,698$929K0.01%-31,34813F-HRTimelineGroup
PCG Wealth Advisors, LLC31,579$925K0.34%-5,64613F-HRTimeline
HRT FINANCIAL LP31,304$917K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC30,050$880K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,909$877K0.02%-4,15913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,545$866K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.29,000$850K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eagle Capital Management, LLC27,467$805K0.32%+39113F-HRTimeline
Allworth Financial LP25,250$777K<0.01%+22,97013F-HRTimeline
&PARTNERS26,361$772K0.01%-14413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,296$770K<0.01%+21713F-HRTimelineGroup
First Heartland Consultants, Inc.25,475$746K0.08%-5,32513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP24,500$718K<0.01%-35,70013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP23,372$685K<0.01%-2,62213F-HRTimelineGroup
TrinityPoint Wealth, LLC22,894$671K0.09%-14413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,851$670K<0.01%+2,60913F-HRTimelineGroup
CHOREO, LLC22,550$660K0.01%013F-HRTimeline
Cascade Wealth Advisors, Inc21,900$642K0.43%013F-HRTimeline
CRA Financial Services, LLC21,891$641K0.11%-1,14113F-HRTimeline
Sensible Money, LLC21,825$639K0.28%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,959$585K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,915$584K<0.01%-9,41613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,575$574K<0.01%+113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,503$571K<0.01%+3,91513F-HRTimelineGroup
HHM Wealth Advisors, LLC18,795$551K0.07%013F-HRTimeline
Freedom Investment Management, Inc.18,173$532K0.04%-2,70513F-HRTimeline
Kovack Advisors, Inc.18,069$529K0.05%+12713F-HRTimeline
Clearstead Advisors, LLC17,945$526K0.01%-1,57513F-HRTimeline
DAVENPORT & Co LLC17,855$523K<0.01%-1,05013F-HRTimeline
Asset Dedication, LLC17,685$518K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,635$517K<0.01%-20,62613F-HRTimelineGroup
PRIVATE TRUST CO NA17,350$508K0.05%013F-HRTimeline
Kapstone Financial Advisors LLC16,010$499K0.27%-82013F-HRTimeline
Quantinno Capital Management LP16,984$498K<0.01%-88013F-HRTimeline
Avidian Wealth Enterprises, LLC16,640$488K0.02%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,043$470K-85,397Timeline
SeaCrest Wealth Management, LLC15,630$458K0.05%+513F-HRTimeline
DHJJ Financial Advisors, Ltd.15,237$446K0.17%-35513F-HRTimeline
Allred Capital Management, LLC14,829$434K0.17%+32013F-HRTimeline
IHT Wealth Management, LLC14,707$431K0.01%-11,16213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14,565$427K0.05%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,717$402K0.01%-62,40213F-HRTimelineGroup
Geneos Wealth Management Inc.13,606$399K0.01%-12413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,311$390K<0.01%-1,41013F-HRTimeline
Koshinski Asset Management, Inc.12,704$372K0.03%+113F-HRTimeline
Perissos Private Wealth Management, LLC12,472$365K0.27%-99713F-HRTimeline
OneDigital Investment Advisors LLC11,875$348K<0.01%-81213F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC11,500$337K0.02%-2,00013F-HRTimeline
Cooper Financial Group11,492$337K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL11,420$335K<0.01%013F-HRTimeline
Sylvest Advisors, LLC11,400$334K0.21%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,340$332K0.02%-15013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,275$330K<0.01%-17413F-HRTimeline
Advisory Services Network, LLC10,611$311K0.01%-11,62613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,366$304K<0.01%-3,13213F-HRTimelineGroup
FMR LLCin group FMR LLC10,298$302K<0.01%+2,86113F-HRTimelineGroup
Shorepoint Capital Partners LLC10,200$299K0.07%+1,60013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,996$293K0.02%+713F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…9,440$277K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC9,440$277K0.01%013F-HRTimeline
NewEdge Advisors, LLC9,373$275K<0.01%-1,33313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,108$267K<0.01%-1,01913F-HRTimelineGroup
One Charles Private Wealth Services, LLC8,980$263K0.09%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,755$257K<0.01%new13F-HRTimelineGroup
Yarbrough Capital, LLC8,470$248K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,315$244K<0.01%+1,90713F-HRTimeline
Wagner Wealth Management, LLC8,224$241K0.06%+1513F-HRTimeline
Fortune Financial Advisors, LLC8,102$237K0.22%013F-HRTimeline
Financial Advocates Investment Manageme…8,064$236K0.01%-1,46413F-HRTimeline
BANK OZK7,800$229K0.09%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,753$227K<0.01%-56,88813F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,600$223K<0.01%-23013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,580$222K<0.01%-3,08013F-HRTimelineGroup
Gateway Wealth Partners, LLC7,526$221K0.06%+113F-HRTimeline
COUNTRY CLUB BANK7,500$219K0.01%013F-HRTimeline
Occidental Asset Management, LLC7,398$217K0.03%-75013F-HRTimeline
TFG Advisers LLC7,284$213K0.08%+1013F-HRTimeline
Crescent Sterling, Ltd.7,267$213K0.22%-16813F-HRTimeline
SEVEN MILE ADVISORY7,000$205K0.13%013F-HRTimeline
Zhang Financial LLC6,900$202K0.01%013F-HRTimeline
Trinity Financial Advisors LLC6,911$202K0.08%+513F-HRTimeline
Pacific Sun Financial Corp6,830$200K0.11%-70013F-HRTimeline
EP Wealth Advisors, LLC5,520$162K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,300$155K0.01%013F-HRTimeline
IFP Advisors, Inc5,250$154K0.01%013F-HRTimeline
Legacy Bridge, LLC5,210$153K0.08%013F-HRTimeline
Bogart Wealth, LLC5,188$152K0.01%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,931$144K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust4,930$144K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.4,538$133K0.02%+913F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,853$116K<0.01%-1,90013F-HRTimelineGroup
COMERICA BANK3,841$113K<0.01%013F-HR/ATimeline
CWM, LLCin group CWM, LLC3,750$110K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc3,660$107K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,405$99.8K<0.01%+413F-HRTimeline
Joseph Group Capital Management3,260$95.5K0.04%+10813F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,020$88K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,422$71K<0.01%-38913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,970$57.7K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,815$53.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,540$45.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,420$41.6K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,250$36.6K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,200$35.2K0.03%13F-HRTimeline
Guardian Wealth Management, Inc.1,138$33.4K0.02%+113F-HRTimeline
Lavaca Capital LLC1,100$32.2K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,088$31.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,080$31.6K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,033$30.3K<0.01%+213F-HRTimeline
MATHER GROUP, LLC.1,000$29.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\920$27K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources900$26.4K<0.01%013F-HRTimelineGroup
LEE DANNER & BASS INC774$22.7K<0.01%new13F-HRTimeline
Continuum Advisory, LLC755$22.1K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC720$21.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC715$21K<0.01%+68313F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$20.5K<0.01%013F-HRTimeline
Pacific Center for Financial Services698$20.5K0.01%+113F-HRTimeline
AE Wealth Management LLC565$16.5K<0.01%new13F-HRTimeline
Front Row Advisors LLC550$16.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC500$16K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$14.7K0.01%13F-HRTimeline
HM PAYSON & CO420$12.3K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates411$12K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.270$8.44K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …269$7.88K<0.01%+6113F-HRTimelineGroup
Kennebec Savings Bank200$6.02K0.01%-12013F-HRTimeline
Parallel Advisors, LLC190$5.57K<0.01%013F-HRTimeline
Global Retirement Partners, LLC162$4.76K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…154$4.51K<0.01%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC150$4.39K<0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.130$3.81K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners101$2.95K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC87$2.55K0.01%-6413F-HRTimeline
FAS Wealth Partners, Inc.80$2.34K<0.01%new13F-HRTimeline
Dunhill Financial, LLC34$999<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$610.01%-2,09813F-HRTimeline
North Star Investment Management Corp.1$29<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.