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Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

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S&P500 EQL IND (fund)

166 managers (169 13F filers) reported a position in RSPN shares at 2026-06-30, 14,203,784 shares in all. 23 filers opened a position and 15 filers sold out during the quarter.

Managers
166
13F filers
169
New
23
Added
54
Reduced
51
Sold out
15
Shares held by filers
14,203,784

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,317,862$210M0.01%+3,315,57813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,963,284$126M0.01%+587,46313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,079,727$69.1M<0.01%+106,43713F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC629,151$40.3M5.19%-92013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD596,431$38.2M0.26%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding585,500$37.5M0Timeline
Annex Advisory Services, LLC528,466$33.8M0.58%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY505,243$32.3M<0.01%+19,52413F-HRTimelineGroup
LPL Financial LLC375,853$24.1M0.01%+11,32413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC328,052$21M<0.01%+9,54513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA318,668$20.4M<0.01%-151,27813F-HRTimelineGroup
Davis Investment Partners, LLC270,403$17.3M5.27%-21613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN247,284$15.8M<0.01%-52,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC244,788$15.7M<0.01%-19,55113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …175,887$11.3M0.21%+2,25713F-HRTimelineGroup
NewEdge Advisors, LLC175,472$11.2M0.03%+1,84813F-HRTimeline
Carmel Capital Management L.L.C.173,445$11.1M2.43%+1,22513F-HRTimeline
Strategic Wealth Partners, Ltd.162,003$10.4M0.64%+3,31813F-HRTimeline
UBS Group AGgroup of 2 filers holding141,857$9.08M+3,390Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp134,457$8.6M<0.01%-114,24313F-HRTimelineGroup
TigerOak Management, L.L.C.110,743$7.09M1.99%-2,46213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC102,046$6.53M<0.01%-19,97213F-HRTimelineGroup
Cetera Investment Advisers86,312$5.52M0.01%-9,98413F-HRTimeline
Blue Chip Partners, LLC83,176$5.32M0.34%+68,89513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC75,233$4.81M0.02%-16,15513F-HRTimelineGroup
TKG Advisors, LLC74,188$4.75M1.65%+2,66813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,623$4.27M0.01%-3,81313F-HRTimeline
Sage Advisory Services, Ltd.Co.66,585$4.26M2.1%-41,58413F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC64,765$4.14M3.2%-7,26613F-HRTimeline
Farther Finance Advisors, LLC58,826$3.76M0.03%-10413F-HRTimeline
Harbor Asset Planning, Inc.55,570$3.56M2.67%+2813F-HRTimeline
Evernest Financial Advisors, LLC55,497$3.55M0.74%+11813F-HRTimeline
G&S Capital LLC54,724$3.5M1.02%+1,40313F-HRTimeline
Joseph P. Lucia & Associates, LLC47,088$3.01M0.91%-50013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co44,386$2.84M0.12%+3,78913F-HRTimelineGroup
Treasure Coast Financial Planning41,755$2.67M1.3%+2,01213F-HRTimeline
Choice Wealth Advisors LLC40,303$2.58M0.91%-9013F-HRTimeline
Cambridge Investment Research Advisors,…38,974$2.49M0.01%-3,22213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,328$2.45M<0.01%-3,35213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,858$2.42M<0.01%+1,73113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,127$2.38M<0.01%+42413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,302$2.32M0.01%+1,06613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,823$2.2M<0.01%+5,57513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC32,901$2.11M0.03%-2,67713F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.30,975$1.98M0.65%-26713F-HRTimeline
FDx Advisors, Inc.29,959$1.92M0.58%-17,60513F-HRTimeline
Global Retirement Partners, LLC29,801$1.91M0.03%13F-HRTimeline
Friedenthal Financial27,621$1.77M0.82%+41513F-HRTimeline
Live Oak Investment Partners27,285$1.75M0.94%+5,53213F-HRTimeline
FMR LLCin group FMR LLC26,220$1.68M<0.01%-2613F-HRTimelineGroup
Walker Asset Management, LLC24,572$1.57M0.79%+69413F-HRTimeline
Burns Matteson Capital Management, LLC24,044$1.54M0.49%-88013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,754$1.52M0.02%+90113F-HRTimelineGroup
Nova Wealth Management, Inc.22,846$1.46M0.81%-25513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,645$1.39M<0.01%+21013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,365$1.3M0.11%+7413F-HRTimelineGroup
Orion Porfolio Solutions, LLC19,566$1.25M0.01%+5,91713F-HRTimeline
Clear Creek Financial Management, LLC19,464$1.25M0.08%+15913F-HRTimeline
Brick & Kyle, Associates20,241$1.17M0.38%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,162$1.03MnewTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,750$1.01M<0.01%013F-HRTimelineGroup
IFG Advisory, LLC13,929$891K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,546$867K<0.01%-4,62813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,433$860K<0.01%+1,01613F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC13,280$850K0.5%+1,05713F-HRTimeline
Brown Miller Wealth Management, LLC13,023$833K0.21%new13F-HRTimeline
CIBC WORLD MARKET INC.12,056$772K<0.01%-42113F-HRTimeline
Gladstone Institutional Advisory LLC11,663$746K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,373$728K<0.01%-1213F-HRTimelineGroup
First Heartland Consultants, Inc.11,300$723K0.05%+28513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$696K0.02%013F-HRTimelineGroup
Traction Financial Partners, LLC10,867$695K0.37%-33013F-HRTimeline
Kingsview Wealth Management, LLC10,186$652K0.01%+58813F-HRTimeline
&PARTNERS10,130$648K<0.01%+20413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,946$637K0.04%-4713F-HRTimeline
Capital Wealth Alliance, LLC9,443$604K0.28%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,430$603K0.01%-3,12313F-HRTimelineGroup
Focus Financial Network, Inc.9,274$594K0.02%-7413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,796$563K<0.01%+213F-HR/ATimelineGroup
Private Advisor Group, LLC8,017$513K<0.01%-4,48213F-HRTimeline
McAdam, LLC7,905$506K0.02%013F-HRTimeline
Janney Montgomery Scott LLC7,566$484K<0.01%013F-HRTimeline
Western Wealth Management, LLC7,556$484K0.02%+10013F-HRTimeline
Geneos Wealth Management Inc.7,230$463K0.01%+38613F-HRTimeline
Vanguard Capital Wealth Advisors7,112$455K0.31%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Interchange Capital Partners, LLC6,768$433K0.08%-6,11313F-HRTimeline
PRIVATE TRUST CO NA6,702$429K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,392$409K<0.01%+2,20713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,351$406K<0.01%-82613F-HRTimeline
World Investment Advisors7,000$403K0.01%013F-HRTimeline
Colonial River Investments, LLC6,026$386K0.11%-66813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,875$376K<0.01%+5413F-HR/ATimeline
Ausdal Financial Partners, Inc.5,679$363K0.01%+2,00213F-HRTimeline
MAI Capital Management5,668$363K<0.01%013F-HRTimeline
YHB Investment Advisors, Inc.5,481$351K0.02%+50013F-HRTimeline
Jacobi Capital Management LLC5,416$347K0.02%-57413F-HRTimeline
Simplicity Wealth,LLC5,335$341K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,269$337K<0.01%-15713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,235$335K<0.01%+613F-HRTimelineGroup
DIVERSIFIED TRUST CO5,125$328K0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…4,905$314K0.08%-53913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,880$312K0.01%-19413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$309K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…4,717$302K0.02%+1013F-HRTimeline
Novak & Powell Financial Services, Inc.4,715$302K0.14%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,387$281K-4,387Timeline
Arax Advisory Partners4,277$274K<0.01%+313F-HRTimeline
Private Wealth Partners, LLC4,250$272K0.02%new13F-HRTimeline
Yoder Wealth Management, Inc.4,160$266K0.1%+67013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,095$262K0.03%+1613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,086$261K<0.01%-21313F-HRTimelineGroup
GTS SECURITIES LLC3,952$253K0.01%-13,01413F-HRTimeline
Financial Partners Group, Inc3,855$247K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,847$246K<0.01%+9213F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC3,792$243K0.04%-1,62213F-HRTimeline
PFG Advisors3,670$235K0.01%+11913F-HRTimeline
HCR Wealth Advisors3,400$218K0.02%new13F-HRTimeline
Pacific Sun Financial Corp3,360$215K0.09%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,335$213K<0.01%new13F-HRTimelineGroup
Williams & Novak, LLC3,250$208K0.14%new13F-HRTimeline
MRA Advisory Group3,233$207K0.08%new13F-HRTimeline
Firestone Capital Management3,189$204K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,176$203K<0.01%-51813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,106$199K<0.01%-4513F-HRTimeline
Tradewinds Capital Management, LLC2,978$191K0.03%+513F-HRTimeline
Federation des caisses Desjardins du Qu…2,725$174K<0.01%013F-HRTimeline
Key Financial Inc2,630$168K0.03%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,500$160K0.21%013F-HRTimeline
AE Wealth Management LLC2,272$145K<0.01%+30013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,858$119K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,687$108K<0.01%-14013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,686$108K<0.01%-23913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,500$96K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,165$74.6K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc1,105$70.7K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.1,037$66.3K0.01%-1,61713F-HRTimeline
FAS Wealth Partners, Inc.1,025$65.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,025$65.6K<0.01%+313F-HRTimeline
Ashton Thomas Private Wealth, LLC861$55.1K<0.01%-9813F-HRTimeline
Parallel Advisors, LLC765$49K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC638$40.8K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC586$37.5K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…551$35.1K<0.01%+40013F-HRTimeline
MONTAG A & ASSOCIATES INC535$34.2K<0.01%013F-HRTimeline
Glassman Wealth Services494$31.6K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC477$30.5K<0.01%-10313F-HRTimeline
Allied Private Wealth LLC486$30.5K0.02%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$27.5K<0.01%013F-HRTimeline
CX Institutional372$24K<0.01%-5,87013F-HRTimeline
LANARK FINANCIAL, INC.357$22.8K<0.01%-25113F-HRTimeline
SYM FINANCIAL Corp322$20.6K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC252$16.1K<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$12.8K<0.01%013F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.173$11.1K0.01%new13F-HRTimeline
MCF Advisors LLC170$10.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…141$9.02K<0.01%013F-HRTimeline
AlphaCore Capital LLC139$8.89K<0.01%013F-HRTimeline
Copia Wealth Management137$8.77K0.01%013F-HRTimeline
Clearstead Trust, LLC130$8.32K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113$7.23K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.70$4.48K<0.01%new13F-HRTimeline
BFSG, LLC65$4.16K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …54$3.46K<0.01%13F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC52$3.31K<0.01%013F-HRTimeline
TRUST CO OF VERMONT50$3.2K<0.01%13F-HRTimeline
City State Bank15$960<0.01%013F-HRTimeline