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Disclosery

RSPH INVESCO EXCHANGE TRADED FD T

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S&P500 EQL HLT (fund)

185 managers (185 13F filers) reported a position in RSPH shares at 2025-12-31, 10,139,747 shares in all. 26 filers opened a position and 12 filers sold out during the quarter.

Managers
185
13F filers
185
New
26
Added
44
Reduced
64
Sold out
12
Shares held by filers
10,139,747

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
HighTower Advisors, LLC2,199,175$70M0.08%-68,76013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY635,983$20.3M<0.01%-7,32313F-HR/ATimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…427,644$13.6M4.31%+13,87213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/424,867$13.5M<0.01%+28,86313F-HRTimelineGroup
LPL Financial LLC399,805$12.7M<0.01%-17,34413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA333,526$10.6M<0.01%-29,70513F-HRTimelineGroup
MAI Capital Management327,168$10.4M0.06%-1,67613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO324,775$10.3M<0.01%-3,85013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC299,096$9.53M<0.01%-8,43113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…238,263$7.59M0.03%-26,97713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth214,014$6.82M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,831$6.49M0.01%+49,01513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/175,782$5.6M<0.01%+1,17913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN170,321$5.42M<0.01%-9,42313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC145,287$4.63M<0.01%+24,17513F-HRTimelineGroup
FCA CORP /TX142,871$4.55M1.28%-2,48413F-HRTimeline
Farther Finance Advisors, LLC134,061$4.27M0.05%+18,02613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC125,521$4M0.06%-46413F-HRTimelineGroup
Cetera Investment Advisers120,860$3.85M<0.01%+3,30013F-HRTimeline
Focus Financial Network, Inc.120,843$3.85M0.13%+1,19013F-HRTimeline
Friedenthal Financial119,056$3.79M1.95%-4,13213F-HRTimeline
Joseph P. Lucia & Associates, LLC115,580$3.68M1.33%-1,16513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/110,850$3.53M<0.01%+2,05813F-HRTimelineGroup
Creative Planningin group Creative Planning101,963$3.25M<0.01%-3,04713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC86,767$2.76M<0.01%-39,76313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.82,254$2.62M0.43%-8,77613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC75,380$2.4M0.26%+9113F-HRTimeline
Cornerstone Advisory, LLC71,476$2.28M0.22%-2,79413F-HRTimeline
Stelac Advisory Services LLC70,061$2.23M0.79%013F-HRTimeline
Yoder Wealth Management, Inc.67,804$2.16M0.98%-3,19213F-HRTimeline
Berger Financial Group, Inc63,133$2.01M0.12%-6,67713F-HRTimeline
UBS Group AGin group UBS Group AG61,968$1.97M<0.01%-20,50013F-HRTimelineGroup
Coastal Bridge Advisors, LLC60,608$1.93M0.14%+1,55313F-HRTimeline
Ausdal Financial Partners, Inc.60,429$1.92M0.09%-63813F-HRTimeline
Peak Financial Management, Inc.58,090$1.85M0.48%-1,88513F-HRTimeline
Hartford Financial Management Inc.56,111$1.79M0.46%+413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,048$1.47M<0.01%+5,74413F-HRTimelineGroup
SYKON CAPITAL LLC43,483$1.38M0.44%-25,53813F-HRTimeline
Walker Asset Management, LLC43,077$1.37M0.74%-26213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co41,314$1.32M0.08%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,332$1.28M<0.01%+68013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,507$1.28M<0.01%-2,59013F-HRTimeline
U.S. Capital Wealth Advisors, LLC38,804$1.24M0.03%-1,21613F-HRTimeline
Ironsides Asset Advisors, LLC37,635$1.2M0.3%+313F-HRTimeline
Biltmore Family Office, LLC37,200$1.18M0.16%013F-HRTimeline
Quantinno Capital Management LP35,655$1.14M<0.01%+18,14313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,577$1.13M<0.01%-26,19213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,592$1.07M<0.01%+7,06513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,860$983K0.01%-60913F-HRTimelineGroup
Allworth Financial LP30,539$973K<0.01%+7,65113F-HRTimeline
Optas, LLC30,210$962K0.15%-3513F-HRTimeline
Red Mountain Financial, LLC29,379$936K0.92%-2,29913F-HRTimeline
Empirical Asset Management, LLC29,110$927K0.26%-10013F-HRTimeline
UMB Bank, n.a.28,998$924K0.01%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,134$896K0.02%+1213F-HRTimelineGroup
Private Advisor Group, LLC27,292$869K<0.01%-15613F-HRTimeline
Sanctuary Advisors, LLC27,247$868K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC29,110$856K<0.01%+16713F-HRTimelineGroup
&PARTNERS26,266$837K<0.01%-25913F-HRTimeline
Merit Financial Group, LLC25,609$816K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,387$809K<0.01%-71413F-HR/ATimelineGroup
HHM Wealth Advisors, LLC23,115$736K0.09%-8013F-HRTimeline
CHOREO, LLC22,780$731K0.01%013F-HRTimeline
Asset Dedication, LLC21,825$695K0.05%+4,14013F-HRTimeline
Sensible Money, LLC21,825$695K0.22%013F-HRTimeline
First Heartland Consultants, Inc.20,978$668K0.05%-3,73713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…20,814$663K0.18%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,743$661K<0.01%-78113F-HRTimelineGroup
FMR LLCin group FMR LLC19,563$623K<0.01%+1,47413F-HRTimelineGroup
Harbor Asset Planning, Inc.18,991$605K0.52%+2813F-HRTimeline
Clearstead Advisors, LLC17,945$572K0.01%013F-HRTimeline
Pettinga Financial Advisors LLC17,635$562K0.11%-17,52513F-HRTimeline
Blue Sky Capital Consultants Group, Inc.17,298$551K0.24%-57213F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD17,284$550K0.08%13F-HRTimeline
Kovack Advisors, Inc.17,033$543K0.03%+1,17713F-HR/ATimeline
TBH Global Asset Management, LLC4,559$532K0.09%new13F-HRTimeline
Acorn Wealth Advisors, LLC16,448$524K0.16%-14,65813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,191$516K0.01%+1,39213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC15,640$498K0.02%013F-HRTimeline
Janney Montgomery Scott LLC15,482$493K<0.01%-9,62113F-HRTimeline
DHJJ Financial Advisors, Ltd.14,560$464K0.15%-25613F-HRTimeline
CRA Financial Services, LLC14,481$461K0.06%-1,91113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,432$460K<0.01%+2,09213F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,197$456K0.03%+313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,241$422K<0.01%+513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,185$420K0.03%+25013F-HRTimelineGroup
Koshinski Asset Management, Inc.12,705$405K0.03%013F-HRTimeline
Ellis Investment Partners, LLC12,669$404K0.07%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,422$396K<0.01%+10,00013F-HRTimelineGroup
Geneos Wealth Management Inc.12,350$393K0.01%013F-HRTimeline
McAdam, LLC12,254$390K0.02%-1,04313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,223$389K<0.01%-8,74113F-HRTimelineGroup
Elmwood Wealth Management, Inc.12,126$386K0.12%new13F-HRTimeline
IHT Wealth Management, LLC11,716$373K0.01%-1,26413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,651$371K<0.01%-1,17713F-HRTimelineGroup
Cooper Financial Group11,492$366K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,769$343K<0.01%-52313F-HRTimelineGroup
Advisory Services Network, LLC10,757$343K<0.01%-9513F-HRTimeline
Sequoia Financial Advisors, LLC10,736$342K<0.01%013F-HRTimeline
Segment Wealth Management, LLC10,650$339K0.02%new13F-HRTimeline
Perissos Private Wealth Management, LLC10,483$334K0.29%+313F-HRTimeline
OneDigital Investment Advisors LLC10,473$334K<0.01%-613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,039$320K0.01%+2413F-HRTimelineGroup
DAVENPORT & Co LLC9,995$318K<0.01%-1,65513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,083$289K<0.01%-41,82513F-HR/ATimelineGroup
One Charles Private Wealth Services, LLC8,980$286K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,550$272K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC8,368$267K0.06%+1413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,000$255K<0.01%013F-HRTimelineGroup
BANK OZK7,800$248K0.09%013F-HRTimeline
ProCore Advisors, LLC7,760$247K0.25%13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,500$241K0.01%new13F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,030$224K<0.01%new13F-HRTimelineGroup
SEVEN MILE ADVISORY7,000$223K0.04%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…6,995$223K0.17%13F-HRTimeline
Zhang Financial LLC6,900$220K0.01%013F-HRTimeline
Occidental Asset Management, LLC6,898$220K0.03%013F-HRTimeline
Trinity Financial Advisors LLC6,832$218K0.06%+513F-HRTimeline
International Private Wealth Advisors L…6,722$214K0.13%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6,664$212K<0.01%-13613F-HRTimeline
Fortune Financial Advisors, LLC6,402$204K0.14%new13F-HRTimeline
Pacific Sun Financial Corp6,395$204K0.1%new13F-HRTimeline
Bogart Wealth, LLC5,745$183K0.01%+813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,300$169K0.01%013F-HRTimeline
Legacy Bridge, LLC5,210$166K0.07%013F-HRTimeline
PRIVATE TRUST CO NA5,183$165K0.01%013F-HRTimeline
Global Retirement Partners, LLC5,050$161K<0.01%+4,66313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,014$160K<0.01%+3413F-HR/ATimelineGroup
CX Institutional4,832$154K<0.01%-99613F-HRTimeline
NewEdge Advisors, LLC4,682$149K<0.01%-60313F-HRTimeline
Parkside Financial Bank & Trust4,438$141K0.01%-49213F-HRTimeline
Silver Grove Financial Group, Inc.4,080$130K0.11%new13F-HRTimeline
BAYBAN4,000$127K0.11%13F-HRTimeline
IFP Advisors, Inc3,968$126K<0.01%+71813F-HRTimeline
SOA Wealth Advisors, LLC.3,825$122K0.02%+613F-HRTimeline
AdvisorNet Financial, Inc3,660$117K0.01%013F-HRTimeline
Joseph Group Capital Management3,283$105K0.03%+8213F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,020$96K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,729$86.9K<0.01%-34813F-HRTimeline
MONTAG A & ASSOCIATES INC2,433$77.5K<0.01%+77113F-HRTimeline
CoreCap Advisors, LLC1,540$49K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,550$49K<0.01%-16013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,420$45.2K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,365$43.7K0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,277$40.7K<0.01%new13F-HRTimeline
Clearstead Trust, LLC1,250$39.8K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,110$35.4K<0.01%013F-HRTimelineGroup
Lavaca Capital LLC1,100$35K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,080$34.4K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,049$33.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,040$33.1K<0.01%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$32K0.01%new13F-HRTimeline
LM Advisors LLC966$30.3K0.58%-30,60713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\920$29.3K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources900$28.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…900$28.7K<0.01%-70013F-HRTimeline
Lodestone Wealth Management LLC873$27.8K0.01%new13F-HRTimeline
AE Wealth Management LLC829$26.4K<0.01%-14913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…816$26K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.800$25.5K<0.01%new13F-HRTimelineGroup
Measured Wealth Private Client Group, L…762$24.3K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$22.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services702$20.6K0.01%013F-HRTimeline
Front Row Advisors LLC550$17.5K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC500$16K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.500$15.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$15.9K0.01%013F-HRTimeline
Signature Equity Partners, LLC472$15K0.01%13F-HRTimeline
Garton & Associates Financial Advisors …425$13.5K0.01%13F-HRTimeline
Sound Income Strategies, LLC320$10.5K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC325$10.3K<0.01%+113F-HRTimeline
Steigerwald, Gordon & Koch Inc.285$9.08K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC275$8.76K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC190$6.05K<0.01%013F-HRTimeline
COMERICA BANK150$4.78K<0.01%-1,95013F-HRTimeline
Physician Wealth Advisors, Inc.130$4.14K<0.01%013F-HRTimeline
HOWE & RUSLING INC126$4K<0.01%+113F-HRTimeline
Silicon Valley Capital Partners101$3.23K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC97$3.09K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.80$2.55K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …63$2.01K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC29$924<0.01%-2713F-HRTimeline
Sankala Group LLC5$166<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$32<0.01%new13F-HRTimelineGroup
Commonwealth Retirement Investments LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.