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Disclosery

RSPH INVESCO EXCHANGE TRADED FD T

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S&P500 EQL HLT (fund)

187 managers (188 13F filers) reported a position in RSPH shares at 2025-03-31, 11,122,577 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
187
13F filers
188
New
15
Added
51
Reduced
68
Sold out
16
Shares held by filers
11,122,577

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
HighTower Advisors, LLC2,418,528$72M0.1%+188,44813F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.713,988$21.2M4.16%+2,97813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY707,093$21M<0.01%+70,79213F-HRTimelineGroup
LPL Financial LLC464,096$13.8M0.01%-117,85413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/452,018$13.4M<0.01%-38,34213F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…387,256$11.5M4.09%+21,61713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC355,449$10.6M<0.01%+72,66813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA346,671$10.3M<0.01%-25,85213F-HR/ATimelineGroup
MAI Capital Management336,044$10M0.08%-12,92113F-HRTimeline
Federation des caisses Desjardins du Qu…274,806$8.18M0.04%+4,52513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN258,944$7.7M<0.01%-92213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/175,754$5.23M<0.01%+34113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,776$4.9M<0.01%-19,25813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC141,888$4.22M<0.01%+1,09013F-HRTimelineGroup
FCA CORP /TX136,556$4.06M1.3%-3,91613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,932$3.93M0.01%-30,30413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC131,753$3.92M0.09%-2,43013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC124,177$3.69M0.01%-11,94413F-HRTimeline
Joseph P. Lucia & Associates, LLC121,945$3.63M1.66%-1,35013F-HRTimeline
Farther Finance Advisors, LLC121,697$3.58M0.09%+112,25713F-HRTimeline
Focus Financial Network, Inc.119,523$3.56M0.15%+1,28113F-HRTimeline
Friedenthal Financial104,357$3.1M1.85%-75913F-HRTimeline
UBS Group AGin group UBS Group AG100,559$2.99M<0.01%-12,73813F-HRTimelineGroup
Cetera Investment Advisers98,688$2.94M0.01%+14,12413F-HRTimeline
Creative Planningin group Creative Planning95,418$2.84M<0.01%-4,76613F-HRTimelineGroup
Berger Financial Group, Inc94,169$2.8M0.19%-7,92613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC75,071$2.23M0.3%-69813F-HRTimeline
Cornerstone Advisory, LLC79,708$2.23M0.26%-5,16613F-HRTimeline
Private Advisor Group, LLC74,426$2.21M0.01%-52,75613F-HRTimeline
Peak Financial Management, Inc.73,467$2.19M0.65%-11,93013F-HRTimeline
Stelac Advisory Services LLC71,118$2.11M0.87%-50213F-HRTimeline
Hartford Financial Management Inc.64,537$1.92M0.4%013F-HRTimeline
Acorn Wealth Advisors, LLC64,138$1.91M0.79%-3,14913F-HRTimeline
Ausdal Financial Partners, Inc.61,268$1.82M0.14%+14,56213F-HRTimeline
Yoder Wealth Management, Inc.60,634$1.8M1.02%+1,17813F-HRTimeline
McAdam, LLC59,955$1.78M0.11%-3,44813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,665$1.66M<0.01%-1,94413F-HRTimeline
Cambridge Investment Research Advisors,…47,505$1.41M<0.01%-3,46613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,493$1.41M+27,578Timeline
Walker Asset Management, LLC40,339$1.2M0.73%-35613F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,020$1.19M0.04%-1,80013F-HRTimeline
Ironsides Asset Advisors, LLC38,004$1.13M0.33%+313F-HRTimeline
Biltmore Family Office, LLC37,200$1.11M0.19%013F-HRTimeline
Red Mountain Financial, LLC36,495$1.09M1.32%+65913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,092$1.07M0.02%+4,39413F-HRTimelineGroup
LM Advisors LLC34,471$1.03M0.18%-2,17413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,443$1.02M<0.01%+11,59213F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC33,480$996K0.01%-5,64213F-HRTimelineGroup
Optas, LLC31,371$933K0.16%-99313F-HRTimeline
Empirical Asset Management, LLC30,880$919K0.31%-1,02013F-HRTimeline
Beacon Pointe Advisors, LLC30,050$894K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,574$880K0.02%-33513F-HRTimelineGroup
Clearstead Advisors, LLC29,351$873K0.01%+11,40613F-HRTimeline
Geneos Wealth Management Inc.29,080$865K0.01%+15,47413F-HRTimeline
UMB Bank, n.a.29,000$863K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eagle Capital Management, LLC28,376$844K0.37%+90913F-HRTimeline
Pettinga Financial Advisors LLC28,235$840K0.2%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.27,182$809K0.53%-116,46613F-HRTimeline
Janney Montgomery Scott LLC26,789$797K<0.01%-9,97013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,461$787K<0.01%+16513F-HRTimelineGroup
&PARTNERS26,167$774K0.01%-19413F-HRTimeline
First Heartland Consultants, Inc.25,750$766K0.08%+27513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…24,579$731K0.22%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP23,728$706K<0.01%+35613F-HRTimelineGroup
CHOREO, LLC22,780$678K0.01%+23013F-HRTimeline
Allworth Financial LP23,963$677K<0.01%-1,28713F-HRTimeline
Sensible Money, LLC21,825$649K0.28%013F-HRTimeline
FMR LLCin group FMR LLC21,772$648K<0.01%+11,47413F-HRTimelineGroup
HHM Wealth Advisors, LLC21,645$644K0.09%+2,85013F-HRTimeline
Cascade Wealth Advisors, Inc21,900$610K0.42%013F-HRTimeline
Coastal Bridge Advisors, LLC20,395$607K0.05%new13F-HR/ATimeline
Measured Wealth Private Client Group, L…20,148$599K0.19%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC19,705$586K<0.01%+13013F-HRTimelineGroup
PCG Wealth Advisors, LLC19,526$581K0.2%-12,05313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,893$562K<0.01%new13F-HR/ATimelineGroup
CRA Financial Services, LLC18,726$557K0.1%-3,16513F-HRTimeline
Kovack Advisors, Inc.18,324$545K0.06%+25513F-HRTimeline
Allred Capital Management, LLC17,932$533K0.21%+3,10313F-HRTimeline
Asset Dedication, LLC17,685$526K0.04%013F-HRTimeline
PRIVATE TRUST CO NA17,350$516K0.05%013F-HRTimeline
Socha Financial Group, LLC17,228$513K0.25%-16,74813F-HRTimeline
Freedom Investment Management, Inc.16,780$499K0.04%-1,39313F-HRTimeline
Kapstone Financial Advisors LLC16,010$476K0.27%013F-HRTimeline
Quantinno Capital Management LP15,968$475K<0.01%-1,01613F-HRTimeline
Avidian Wealth Enterprises, LLC15,640$465K0.02%-1,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,210$452K<0.01%-83313F-HRTimelineGroup
DAVENPORT & Co LLC15,095$449K<0.01%-2,76013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,896$443K<0.01%-2,73913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.14,815$441K0.18%-42213F-HRTimeline
SeaCrest Wealth Management, LLC14,765$439K0.05%-86513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14,566$433K0.05%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,425$423K0.01%+70813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,525$402K0.03%+2,18513F-HRTimelineGroup
IHT Wealth Management, LLC13,506$402K0.01%-1,20113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,312$396K<0.01%-16,23313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,142$391K<0.01%-16913F-HRTimeline
Koshinski Asset Management, Inc.12,704$378K0.03%013F-HRTimeline
Perissos Private Wealth Management, LLC12,474$371K0.34%+213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,180$362K<0.01%+4,60013F-HRTimelineGroup
Cooper Financial Group11,492$342K0.05%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,483$342K<0.01%+20813F-HRTimeline
OneDigital Investment Advisors LLC10,798$321K<0.01%-1,07713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,221$304K<0.01%-9,28213F-HRTimelineGroup
Shorepoint Capital Partners LLC10,200$303K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,001$298K0.02%+513F-HR/ATimelineGroup
Advisory Services Network, LLC9,852$293K0.01%-75913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,203$274K<0.01%+9513F-HRTimelineGroup
One Charles Private Wealth Services, LLC8,980$267K0.09%013F-HRTimeline
Yarbrough Capital, LLC8,470$252K0.01%013F-HRTimeline
Wagner Wealth Management, LLC8,321$248K0.06%+9713F-HRTimeline
Live Oak Investment Partners8,241$245K0.19%new13F-HRTimeline
Fortune Financial Advisors, LLC8,102$241K0.21%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,000$238K<0.01%new13F-HRTimelineGroup
BANK OZK7,800$232K0.1%013F-HRTimeline
NewEdge Advisors, LLC7,627$227K<0.01%-1,74613F-HRTimeline
Steward Partners Investment Advisory, L…7,600$226K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC7,527$224K0.05%+113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,455$222K<0.01%-1,30013F-HRTimelineGroup
COUNTRY CLUB BANK7,500$222K0.01%013F-HRTimeline
Occidental Asset Management, LLC7,398$220K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,280$217K<0.01%-1,03513F-HRTimeline
Crescent Sterling, Ltd.7,207$214K0.22%-6013F-HRTimeline
BLAIR WILLIAM & CO/IL7,000$208K<0.01%-4,42013F-HRTimeline
SEVEN MILE ADVISORY7,000$208K0.14%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,958$207K<0.01%new13F-HRTimelineGroup
Zhang Financial LLC6,900$205K0.01%013F-HRTimeline
Financial Advocates Investment Manageme…6,744$201K0.01%-1,32013F-HRTimeline
Bogart Wealth, LLC5,718$170K0.01%+53013F-HRTimeline
EP Wealth Advisors, LLC5,520$164K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,300$158K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,295$157K<0.01%+36413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,267$157K<0.01%-2,48613F-HRTimelineGroup
Legacy Bridge, LLC5,210$155K0.09%013F-HRTimeline
Parkside Financial Bank & Trust4,930$147K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.4,546$135K0.03%+813F-HRTimeline
AdvisorNet Financial, Inc3,660$109K0.01%013F-HRTimeline
COMERICA BANK3,491$104K<0.01%-35013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,409$101K<0.01%+413F-HRTimeline
Joseph Group Capital Management3,260$97K0.04%013F-HRTimeline
IFP Advisors, Inc3,250$96.7K<0.01%-2,00013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,020$89K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,728$81.2K<0.01%+91313F-HRTimeline
CX Institutional2,586$77K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,520$75K<0.01%-1,23013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,422$72.1K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,540$45.8K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,420$42.2K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,250$37.2K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,200$35.7K0.03%013F-HRTimeline
Guardian Wealth Management, Inc.1,140$33.9K0.02%+213F-HRTimeline
Lavaca Capital LLC1,100$32.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,087$32.3K<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,080$32.1K<0.01%013F-HRTimelineGroup
North Capital, Inc.1,080$32.1K0.03%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,035$30.8K<0.01%+213F-HRTimeline
SVB WEALTH LLC1,035$30.8K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,000$29.8K<0.01%013F-HRTimeline
Avalon Trust Co1,000$29.8K<0.01%new13F-HRTimeline
AE Wealth Management LLC941$28K<0.01%+37613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\920$27.4K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources900$26.8K<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC840$24K0.01%new13F-HRTimeline
Continuum Advisory, LLC757$22.5K<0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC720$21.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$20.8K<0.01%013F-HRTimeline
Pacific Center for Financial Services699$20.8K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.713$19.2K<0.01%-3,14013F-HRTimelineGroup
Front Row Advisors LLC550$16.4K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC500$15K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$14.7K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.500$14K<0.01%+49813F-HRTimeline
AMERIFLEX GROUP, INC.270$8.03K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …266$7.91K<0.01%13F-HRTimelineGroup
Parallel Advisors, LLC190$5.65K<0.01%013F-HRTimeline
AlphaCore Capital LLC179$5.33K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC169$5.04K<0.01%-54613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC150$4.46K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.130$3.87K<0.01%013F-HRTimeline
HOWE & RUSLING INC125$3.72K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners101$2.98K<0.01%013F-HRTimeline
Kennebec Savings Bank100$2.98K<0.01%-10013F-HRTimeline
LGT Financial Advisors LLC85$2.53K0.01%-213F-HRTimeline
FAS Wealth Partners, Inc.80$2.38K<0.01%013F-HRTimeline
Dunhill Financial, LLC34$1.01K<0.01%013F-HRTimeline
North Star Investment Management Corp.1$30<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1$23<0.01%-41013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.