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Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

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S&P500 EQL IND (fund)

141 managers (143 13F filers) reported a position in RSPN shares at 2025-06-30, 8,063,434 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
141
13F filers
143
New
13
Added
48
Reduced
51
Sold out
7
Shares held by filers
8,063,434

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD851,431$45.6M0.61%-33,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/818,073$43.8M<0.01%-646,56913F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding800,500$42.9M0Timeline
AFFINITY WEALTH MANAGEMENT LLC628,222$33.6M5.37%-4,27013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY388,285$20.8M<0.01%-7,11613F-HRTimelineGroup
LPL Financial LLC372,601$19.9M0.01%-13,75513F-HRTimeline
Davis Investment Partners, LLC293,628$15.9M5.69%-11813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC272,339$14.6M<0.01%+12,29413F-HRTimelineGroup
NewEdge Advisors, LLC256,114$13.7M0.07%-19,60013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC250,813$13.4M<0.01%+81313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC227,096$12.2M<0.01%+81,16813F-HRTimelineGroup
Carmel Capital Management L.L.C.168,260$9.01M3.04%+60013F-HRTimeline
UBS Group AGin group UBS Group AG162,795$8.71M<0.01%-9,64713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …159,001$8.51M0.19%+83,39313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,961$7.05M0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN127,033$6.8M<0.01%-102,35313F-HRTimelineGroup
TigerOak Management, L.L.C.120,010$6.42M2.2%-22513F-HRTimeline
Clear Creek Financial Management, LLC116,897$6.26M0.6%+21,25313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC85,653$4.59M0.02%-135,28613F-HRTimelineGroup
TKG Advisors, LLC82,645$4.42M1.98%+88813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,312$3.98M0.01%+39,88313F-HRTimeline
Private Advisory Group LLC70,176$3.76M0.35%+6,14513F-HRTimeline
Farther Finance Advisors, LLC67,847$3.63M0.07%+2,64913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,278$3.39M<0.01%-110,05013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,302$3.23M0.01%+8,93113F-HR/ATimelineGroup
G&S Capital LLC57,752$3.09M1.22%-76013F-HRTimeline
Evernest Financial Advisors, LLC57,350$3.07M0.99%-48013F-HRTimeline
Cetera Investment Advisers52,266$2.8M<0.01%+11,09113F-HRTimeline
Harbor Asset Planning, Inc.49,346$2.64M2.52%13F-HRTimeline
Joseph P. Lucia & Associates, LLC48,309$2.59M1.06%-2,93213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,265$2.48M0.02%-2413F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,845$2.45M0.01%+1,13413F-HRTimeline
Choice Wealth Advisors LLC42,062$2.25M1.02%-9913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC40,343$2.16M0.04%+1,38113F-HRTimelineGroup
Private Advisor Group, LLC37,186$1.99M0.01%-7,42813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/34,378$1.84M<0.01%+11,81613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,210$1.83M<0.01%+2,41613F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.33,365$1.79M0.68%-1,42113F-HRTimeline
Comprehensive Wealth Management, LLC32,522$1.74M1.4%-60013F-HRTimeline
Traction Financial Partners, LLC32,071$1.72M1.16%-3113F-HRTimeline
FSA WEALTH PARTNERS, INC.30,247$1.62M0.78%new13F-HRTimeline
Burns Matteson Capital Management, LLC29,839$1.6M0.77%-22513F-HRTimeline
Brick & Kyle, Associates28,429$1.57M0.7%+613F-HRTimeline
Friedenthal Financial27,611$1.48M0.81%+49313F-HRTimeline
GTS SECURITIES LLC26,816$1.43M0.06%+12,21413F-HRTimeline
Global Retirement Partners, LLC25,306$1.35M0.03%13F-HRTimeline
Walker Asset Management, LLC24,846$1.33M0.77%+14613F-HRTimeline
Live Oak Investment Partners24,075$1.29M0.99%+1,20113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,130$1.13M0.01%-25913F-HRTimelineGroup
Nova Wealth Management, Inc.19,721$1.06M0.78%+3,42813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,267$1.03M0.07%+65013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,458$988K0.01%+9,92813F-HRTimelineGroup
Atria Wealth Solutions, Inc.17,689$965K0.02%+3,62913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,947$907K<0.01%+7,38013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,089$858K<0.01%+5,98613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC15,750$843K<0.01%+1,00013F-HRTimelineGroup
IFG Advisory, LLC13,691$733K0.04%-52413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,229$708K-9,843Timeline
FMR LLCin group FMR LLC13,109$702K<0.01%-1,05513F-HRTimelineGroup
CIBC WORLD MARKET INC.12,631$676K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,341$661K0.02%+2,05613F-HRTimelineGroup
PRIVATE TRUST CO NA11,984$642K0.06%+4,50013F-HRTimeline
Interchange Capital Partners, LLC11,645$623K0.14%-1,23613F-HR/ATimeline
Kingsview Wealth Management, LLC11,601$621K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,479$614K<0.01%-1,71613F-HRTimelineGroup
&PARTNERS11,287$604K<0.01%-7713F-HRTimeline
First Heartland Consultants, Inc.11,009$589K0.05%-26013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$582K0.02%013F-HRTimelineGroup
Capital Wealth Alliance, LLC10,615$568K0.31%-8313F-HRTimeline
Freedom Investment Management, Inc.10,157$544K0.04%-17113F-HRTimeline
Focus Financial Network, Inc.9,848$527K0.02%+69913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,183$492K<0.01%-44713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,632$462K0.01%-30,45113F-HRTimelineGroup
Clearstead Advisors, LLC8,507$455K0.01%+77413F-HRTimeline
Geneos Wealth Management Inc.8,486$454K0.01%-9,08613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,372$448K<0.01%+1,28313F-HRTimelineGroup
McAdam, LLC7,905$423K0.02%-513F-HRTimeline
Advisory Alpha, LLC7,784$417K0.01%-31613F-HRTimeline
Western Wealth Management, LLC7,381$395K0.02%013F-HRTimeline
Quantinno Capital Management LP7,255$388K<0.01%new13F-HRTimeline
World Investment Advisors7,000$375K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,913$370K<0.01%-7,16013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,874$368K<0.01%+213F-HR/ATimelineGroup
Jacobi Capital Management LLC6,800$364K0.02%-10013F-HRTimeline
OneDigital Investment Advisors LLC6,754$362K<0.01%013F-HRTimeline
HighTower Advisors, LLC6,497$348K<0.01%new13F-HRTimeline
One Charles Private Wealth Services, LLC6,217$333K0.09%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,719$306K<0.01%+413F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC5,378$288K0.07%+1213F-HRTimeline
Comprehensive Financial Consultants Ins…5,247$281K0.09%+14913F-HRTimeline
Capital Investment Advisory Services, L…5,131$275K0.02%+1213F-HRTimeline
DIVERSIFIED TRUST CO5,125$274K0.01%013F-HRTimeline
SteelPeak Wealth, LLC4,950$265K0.01%-75013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,837$259K0.01%+1113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$258K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,772$255K0.01%-2,70113F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,715$252K0.18%013F-HRTimeline
Arax Advisory Partners4,633$248K0.01%-2,32013F-HRTimeline
Treasure Coast Financial Planning4,518$242K0.14%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,387$235K0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,033$216K<0.01%-1,06513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,978$213K<0.01%-18213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,867$207K<0.01%new13F-HRTimeline
Financial Partners Group, Inc3,855$206K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,764$201K0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC2,956$158K0.04%+713F-HRTimeline
SOA Wealth Advisors, LLC.2,861$153K0.03%+613F-HRTimeline
Federation des caisses Desjardins du Qu…2,725$146K<0.01%013F-HRTimeline
Key Financial Inc2,530$135K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,995$107K<0.01%-23213F-HRTimelineGroup
AE Wealth Management LLC1,972$106K<0.01%+22513F-HRTimeline
COMERICA BANK1,690$90.5K<0.01%+12713F-HRTimeline
MAI Capital Management1,675$89.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,553$83.1K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,500$80.3K<0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,384$74.1K<0.01%+27713F-HRTimelineGroup
FAS Wealth Partners, Inc.1,375$73.6K0.01%-4,45013F-HRTimeline
North Capital, Inc.830$44.4K0.04%013F-HRTimeline
Parallel Advisors, LLC800$42.8K<0.01%013F-HRTimeline
Painted Porch Advisors LLC745$39.9K0.02%013F-HRTimeline
MTM Investment Management, LLC684$36.6K0.01%+213F-HRTimeline
TD Waterhouse Canada Inc.580$31.4K<0.01%-2213F-HRTimeline
MONTAG A & ASSOCIATES INC535$28.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd496$26.6K<0.01%-9713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC460$24.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$23K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO277$14.9K<0.01%-313F-HRTimelineGroup
Wagner Wealth Management, LLC250$13.4K<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$10.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…200$10.7K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC170$9.1K0.01%013F-HRTimeline
CX Institutional150$8K<0.01%-17413F-HR/ATimeline
AlphaCore Capital LLC139$7.44K<0.01%013F-HRTimeline
Clearstead Trust, LLC130$6.96K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …127$6.8K<0.01%13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC120$6.42K<0.01%+7013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113$6.05K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.85$4.55K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC75$4K<0.01%+4513F-HRTimelineGroup
Copia Wealth Management65$3.48K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.