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Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

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S&P500 EQL IND (fund)

132 managers (134 13F filers) reported a position in RSPN shares at 2025-03-31, 8,671,247 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
132
13F filers
134
New
11
Added
48
Reduced
44
Sold out
11
Shares held by filers
8,671,247

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,464,642$71.7M0.01%+625,63113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD884,431$43.3M0.8%-11,22613F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding800,500$39.1M0Timeline
AFFINITY WEALTH MANAGEMENT LLC632,492$30.9M5.74%+9,87013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY395,401$19.3M<0.01%+11,63913F-HRTimelineGroup
LPL Financial LLC386,356$18.9M0.01%+9,49213F-HRTimeline
Davis Investment Partners, LLC293,746$13.9M6.14%+33813F-HRTimeline
NewEdge Advisors, LLC275,714$13.5M0.08%-8,12813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC260,045$12.7M<0.01%+23,83313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC250,000$12.2M<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN229,386$11.2M<0.01%+2,28513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC220,939$10.8M0.05%+2,59513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,328$8.48M<0.01%+1,45813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG172,442$8.44M<0.01%+39113F-HRTimelineGroup
Carmel Capital Management L.L.C.167,660$8.2M3.33%-12513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC145,928$7.14M<0.01%-8,85813F-HRTimelineGroup
TigerOak Management, L.L.C.120,235$5.88M2.27%013F-HRTimeline
Clear Creek Financial Management, LLC95,644$4.68M0.49%+42,97513F-HRTimeline
TKG Advisors, LLC81,757$4M1.97%+2,52113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …75,608$3.7M0.1%-94,10913F-HRTimelineGroup
Farther Finance Advisors, LLC65,198$3.21M0.08%new13F-HRTimeline
Private Advisory Group LLC64,031$3.13M0.36%-44713F-HRTimeline
G&S Capital LLC58,512$2.86M1.22%-40913F-HRTimeline
Evernest Financial Advisors, LLC57,830$2.83M1.02%+3,40813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,371$2.51M0.01%-92,75413F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC51,241$2.51M1.15%-1,26913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,289$2.26M0.02%+40213F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,711$2.19M0.01%-1,27913F-HRTimeline
Private Advisor Group, LLC44,614$2.18M0.01%-1,67313F-HRTimeline
Choice Wealth Advisors LLC42,161$2.06M1.08%+12413F-HRTimeline
Cetera Investment Advisers41,175$2.01M<0.01%+11,77213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,083$1.91M0.03%-7,78013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC38,962$1.91M0.05%-10,88713F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.34,786$1.7M0.68%-96313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,429$1.69M<0.01%-63,15713F-HRTimeline
Comprehensive Wealth Management, LLC33,122$1.62M1.13%+6,20813F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,000$1.61M6.55%013F-HRTimeline
Traction Financial Partners, LLC32,102$1.57M1.23%-3,84513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,794$1.56M<0.01%+83013F-HRTimelineGroup
Burns Matteson Capital Management, LLC30,064$1.47M0.79%-34313F-HRTimeline
Brick & Kyle, Associates28,423$1.38M0.63%+613F-HRTimeline
Friedenthal Financial27,118$1.33M0.79%-1,84813F-HRTimeline
Walker Asset Management, LLC24,700$1.21M0.73%+4813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding23,072$1.13M+10,289Timeline
Live Oak Investment Partners22,874$1.12M0.88%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,562$1.1M<0.01%+2,21213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC21,389$1.05M0.01%-4,41513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,617$911K0.06%+27513F-HRTimelineGroup
Geneos Wealth Management Inc.17,572$860K0.01%+8,51613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,540$805K<0.01%-2,84013F-HRTimelineGroup
Nova Wealth Management, Inc.16,293$797K0.69%+4,24213F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,750$722K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC14,602$715K0.03%new13F-HRTimeline
IFG Advisory, LLC14,215$696K0.04%+47213F-HRTimeline
FMR LLCin group FMR LLC14,164$693K<0.01%+2,64113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,073$689K<0.01%+1,25913F-HRTimeline
Atria Wealth Solutions, Inc.14,060$688K0.01%+9,76913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,195$646K<0.01%+63513F-HRTimelineGroup
Interchange Capital Partners, LLC12,881$630K0.18%-29213F-HRTimeline
Kingsview Wealth Management, LLC11,601$568K0.01%+55213F-HRTimeline
&PARTNERS11,364$553K0.01%+13713F-HRTimeline
First Heartland Consultants, Inc.11,269$551K0.06%+8113F-HRTimeline
SeaCrest Wealth Management, LLC10,958$536K0.06%-60513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$532K0.02%013F-HRTimelineGroup
Capital Wealth Alliance, LLC10,698$523K0.31%-6,91813F-HRTimeline
Freedom Investment Management, Inc.10,328$505K0.04%-70813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,285$503K0.01%+15213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,103$492K<0.01%+1,95313F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,630$471K<0.01%-16013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,567$468K<0.01%-1,52013F-HRTimelineGroup
Focus Financial Network, Inc.9,149$448K0.02%+19713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,530$417K0.01%+2,28113F-HRTimelineGroup
Advisory Alpha, LLC8,100$396K0.01%+15513F-HR/ATimeline
McAdam, LLC7,910$387K0.02%013F-HRTimeline
Clearstead Advisors, LLC7,733$378K0.01%+6,72213F-HRTimeline
PRIVATE TRUST CO NA7,484$366K0.04%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,473$366K0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC7,381$361K0.02%-11913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,089$347K<0.01%new13F-HRTimelineGroup
World Investment Advisors7,000$343K0.01%013F-HRTimeline
Arax Advisory Partners6,953$340K0.02%new13F-HRTimeline
Jacobi Capital Management LLC6,900$338K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,872$336K<0.01%-22313F-HRTimelineGroup
OneDigital Investment Advisors LLC6,754$330K<0.01%+13913F-HRTimeline
One Charles Private Wealth Services, LLC6,217$304K0.1%-70813F-HRTimeline
FAS Wealth Partners, Inc.5,825$285K0.02%-94213F-HRTimeline
Mariner, LLCin group Mariner, LLC5,715$280K<0.01%-1,24413F-HRTimelineGroup
SteelPeak Wealth, LLC5,700$279K0.01%-1,75013F-HRTimeline
Grey Fox Wealth Advisors, LLC5,366$263K0.07%+1213F-HRTimeline
DIVERSIFIED TRUST CO5,125$251K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…5,119$250K0.02%+1213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,098$249K<0.01%-10013F-HRTimelineGroup
Comprehensive Financial Consultants Ins…5,098$249K0.09%+1313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,826$236K0.01%-60313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$236K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,715$231K0.14%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,160$209K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC2,949$144K0.04%+713F-HRTimeline
SOA Wealth Advisors, LLC.2,855$140K0.03%+513F-HRTimeline
Federation des caisses Desjardins du Qu…2,725$133K<0.01%-12013F-HRTimeline
Key Financial Inc2,530$124K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,227$109K<0.01%+23213F-HRTimelineGroup
AE Wealth Management LLC1,747$85.5K<0.01%-113F-HRTimeline
MAI Capital Management1,675$82K<0.01%013F-HRTimeline
COMERICA BANK1,563$76.5K<0.01%-2413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,107$54.2K<0.01%+38613F-HRTimelineGroup
CoreCap Advisors, LLC1,000$48.9K<0.01%-22513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…955$46.7K<0.01%new13F-HRTimelineGroup
North Capital, Inc.830$40.6K0.04%13F-HRTimeline
Parallel Advisors, LLC800$39.1K<0.01%013F-HRTimeline
Painted Porch Advisors LLC745$36.5K0.02%013F-HRTimeline
MTM Investment Management, LLC682$33.6K0.01%+113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC675$33K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.602$29.5K<0.01%-513F-HRTimeline
Qube Research & Technologies Ltd593$29K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC535$26.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC460$22.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$21K<0.01%013F-HRTimeline
CX Institutional324$16K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO280$13.7K<0.01%-7,03013F-HRTimelineGroup
Wagner Wealth Management, LLC249$12.2K<0.01%-4813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$9.79K<0.01%-22513F-HRTimelineGroup
Accredited Wealth Management, LLC170$8.32K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …161$7.88K<0.01%13F-HRTimelineGroup
AlphaCore Capital LLC139$6.8K<0.01%new13F-HRTimeline
Clearstead Trust, LLC130$6.36K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.85$4.16K<0.01%013F-HRTimeline
Copia Wealth Management65$3.18K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC55$2.69K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC50$2.45K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC30$1K<0.01%-12513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-26413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.