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Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

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S&P500 EQL IND (fund)

135 managers (136 13F filers) reported a position in RSPN shares at 2024-12-31, 8,529,680 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
135
13F filers
136
New
9
Added
44
Reduced
50
Sold out
6
Shares held by filers
8,529,680

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
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD895,657$45M0.76%+35,40013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/839,011$42.1M<0.01%-5,02313F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding800,500$40.2M0Timeline
AFFINITY WEALTH MANAGEMENT LLC622,622$31.3M5.54%-4,31613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY383,762$19.3M<0.01%-1,36313F-HR/ATimelineGroup
LPL Financial LLC376,864$18.9M0.01%+23,96813F-HRTimeline
Davis Investment Partners, LLC293,408$14.7M6.18%-6,46913F-HRTimeline
NewEdge Advisors, LLC283,842$14.2M0.09%+52913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC250,000$12.6M<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC236,212$11.9M<0.01%-5,09513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN227,101$11.4M<0.01%-23,43713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC218,344$11M0.06%-3,57013F-HRTimelineGroup
UBS Group AGin group UBS Group AG172,051$8.64M<0.01%+11,55213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA171,870$8.63M<0.01%-2,28013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …169,717$8.52M0.24%+1,03113F-HRTimelineGroup
Carmel Capital Management L.L.C.167,785$8.42M3.18%-8,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC154,786$7.77M<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,125$7.24M0.02%+51,90213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…136,137$6.83M0.01%-2,34913F-HR/ATimeline
Strategic Wealth Partners, Ltd.123,854$6.4M0.53%new13F-HRTimeline
TigerOak Management, L.L.C.120,235$6.04M2.21%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC97,586$4.9M0.01%-14,62313F-HRTimeline
TKG Advisors, LLC79,236$4.21M1.94%+1,26513F-HRTimeline
SignalPoint Asset Management, LLC66,484$3.34M0.81%-2,42313F-HRTimeline
Private Advisory Group LLC64,478$3.24M0.36%-3,86113F-HR/ATimeline
G&S Capital LLC58,921$2.96M1.22%+1,72113F-HRTimeline
Evernest Financial Advisors, LLC54,422$2.73M0.71%+2,23813F-HRTimeline
Clear Creek Financial Management, LLC52,669$2.64M0.29%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC52,510$2.64M1.17%-95013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,339$2.53M<0.01%-6313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC49,849$2.5M0.05%-1,16413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …46,863$2.35M0.04%+84213F-HRTimelineGroup
Private Advisor Group, LLC46,287$2.32M0.01%-2,44613F-HRTimeline
Cambridge Investment Research Advisors,…45,990$2.31M0.01%+2,68813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,887$2.3M0.02%-65413F-HRTimelineGroup
Choice Wealth Advisors LLC42,037$2.11M1.08%-1,84413F-HRTimeline
Traction Financial Partners, LLC35,947$1.8M1.4%-1,86113F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.35,749$1.79M0.8%-1,25013F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,000$1.66M5.48%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,964$1.55M<0.01%-24813F-HRTimelineGroup
Burns Matteson Capital Management, LLC30,407$1.53M0.86%-1,38113F-HRTimeline
Cetera Investment Advisers29,403$1.48M<0.01%+29413F-HRTimeline
Friedenthal Financial28,966$1.45M0.85%-11813F-HRTimeline
Brick & Kyle, Associates28,417$1.43M0.61%+713F-HRTimeline
Comprehensive Wealth Management, LLC26,914$1.35M1.01%+63913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,804$1.3M0.01%+3,88313F-HRTimelineGroup
Walker Asset Management, LLC24,652$1.24M0.76%+26413F-HRTimeline
Global Retirement Partners, LLC22,974$1.15M0.03%+7,72113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,350$1.02M<0.01%-1113F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…19,380$973K<0.01%-13,70013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,342$921K0.06%-17813F-HRTimelineGroup
Capital Wealth Alliance, LLC17,616$884K0.5%-8613F-HRTimeline
FSA WEALTH PARTNERS, INC.17,294$868K0.2%-16813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,750$740K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC13,743$690K0.04%+5413F-HRTimeline
Interchange Capital Partners, LLC13,173$660K0.24%-5,21713F-HRTimeline
MML INVESTORS SERVICES, LLC12,814$643K<0.01%+1,15713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,783$642K-12,199Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,560$631K<0.01%-27713F-HRTimelineGroup
Nova Wealth Management, Inc.12,051$605K0.52%13F-HRTimeline
SeaCrest Wealth Management, LLC11,563$580K0.06%+613F-HRTimeline
FMR LLCin group FMR LLC11,523$578K<0.01%-713F-HRTimelineGroup
&PARTNERS11,227$566K0.01%+2,08113F-HRTimeline
First Heartland Consultants, Inc.11,188$562K0.06%+57013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,087$557K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC11,049$555K0.01%+21813F-HRTimeline
Freedom Investment Management, Inc.11,036$554K0.05%-1,73813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$546K0.02%-7513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,133$509K0.01%+56013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,856$495K<0.01%-79413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,790$491K<0.01%+4813F-HRTimelineGroup
Geneos Wealth Management Inc.9,056$455K0.02%+72713F-HRTimeline
Focus Financial Network, Inc.8,952$449K0.02%-2213F-HRTimeline
Wealthspire Advisors, LLC8,485$426K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,150$409K<0.01%+11713F-HRTimelineGroup
Advisory Alpha, LLC7,945$399K0.01%+2013F-HRTimeline
McAdam, LLC7,910$397K0.02%013F-HRTimeline
Western Wealth Management, LLC7,500$376K0.02%+713F-HR/ATimeline
PRIVATE TRUST CO NA7,484$376K0.04%013F-HRTimeline
SteelPeak Wealth, LLC7,450$374K0.02%+10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,310$367K<0.01%-54513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,095$356K<0.01%-3,18713F-HRTimelineGroup
World Investment Advisors7,000$351K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,959$349K<0.01%+53113F-HRTimelineGroup
One Charles Private Wealth Services, LLC6,925$348K0.12%013F-HRTimeline
Jacobi Capital Management LLC6,900$346K0.03%-10013F-HRTimeline
FAS Wealth Partners, Inc.6,767$340K0.03%-12513F-HRTimeline
OneDigital Investment Advisors LLC6,615$332K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,249$314K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,429$273K0.01%-18713F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC5,354$269K0.07%+1713F-HRTimeline
Belpointe Asset Management LLC5,370$265K0.02%-7313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,198$261K<0.01%+6113F-HRTimelineGroup
DIVERSIFIED TRUST CO5,125$257K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…5,107$256K0.02%+1513F-HRTimeline
Comprehensive Financial Consultants Ins…5,085$255K0.09%+48813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$242K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,715$237K0.14%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,637$231K0.08%-46013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,300$216K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.4,291$215K<0.01%-1,98713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,160$209K<0.01%-113F-HRTimelineGroup
Financial Partners Group, Inc4,048$203K0.03%-713F-HRTimeline
Tradewinds Capital Management, LLC2,942$148K0.04%+913F-HRTimeline
SOA Wealth Advisors, LLC.2,850$143K0.03%+813F-HR/ATimeline
Federation des caisses Desjardins du Qu…2,845$143K<0.01%013F-HRTimeline
Key Financial Inc2,530$127K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,995$100K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,748$87.7K<0.01%new13F-HRTimeline
MAI Capital Management1,675$84.1K<0.01%new13F-HRTimeline
COMERICA BANK1,587$79.7K<0.01%-1,22913F-HR/ATimeline
CoreCap Advisors, LLC1,225$61.5K<0.01%+22513F-HRTimeline
Clearstead Advisors, LLC1,011$50.7K<0.01%-10,75413F-HRTimeline
Parallel Advisors, LLC800$40.2K<0.01%+62513F-HRTimeline
Painted Porch Advisors LLC745$37.4K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\721$36.2K<0.01%+15513F-HRTimelineGroup
MTM Investment Management, LLC681$34.2K0.01%+313F-HRTimeline
Castleview Partners, LLC625$31.2K0.02%013F-HR/ATimeline
TD Waterhouse Canada Inc.607$30.5K<0.01%-613F-HRTimeline
Qube Research & Technologies Ltd593$29.8K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC535$26.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC460$23.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$21.6K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC425$21.3K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC297$14.9K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…264$14K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC170$8.53K0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …161$8.08K<0.01%+3613F-HRTimelineGroup
CWM, LLCin group CWM, LLC155$8K<0.01%+12513F-HRTimelineGroup
Clearstead Trust, LLC130$6.53K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.85$4.27K<0.01%013F-HRTimeline
Copia Wealth Management65$3.26K<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC55$2.76K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC50$2.51K<0.01%013F-HRTimeline
New Millennium Group LLC1$48<0.01%013F-HRTimeline