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Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

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S&P500 EQL IND (fund)

143 managers (144 13F filers) reported a position in RSPN shares at 2025-09-30, 8,696,075 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
143
13F filers
144
New
13
Added
57
Reduced
42
Sold out
10
Shares held by filers
8,696,075

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/908,585$51M<0.01%+90,51213F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD851,431$47.8M0.63%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding800,500$44.8M0Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC722,350$40.5M0.01%+471,53713F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC628,631$35.3M5.16%+40913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY404,759$22.7M<0.01%+16,47413F-HR/ATimelineGroup
LPL Financial LLC369,687$20.7M0.01%-2,91413F-HRTimeline
Davis Investment Partners, LLC285,555$16M5.45%-8,07313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC275,182$15.4M<0.01%+2,84313F-HRTimelineGroup
NewEdge Advisors, LLC257,564$14.4M0.07%+1,45013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC234,668$13.2M<0.01%+7,57213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …170,395$9.56M0.2%+11,39413F-HRTimelineGroup
Carmel Capital Management L.L.C.168,935$9.48M2.88%+67513F-HRTimeline
UBS Group AGin group UBS Group AG153,885$8.63M<0.01%-8,91013F-HRTimelineGroup
RFP Financial Group LLC151,520$8.5M3.46%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN129,834$7.28M<0.01%+2,80113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…129,299$7.25M0.01%+33813F-HRTimeline
TigerOak Management, L.L.C.119,083$6.68M2.07%-92713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA90,852$5.1M<0.01%+27,57413F-HRTimelineGroup
TKG Advisors, LLC83,254$4.67M2%+60913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC81,162$4.55M0.02%-4,49113F-HRTimelineGroup
Cetera Investment Advisers74,664$4.19M<0.01%+22,39813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,831$3.75M<0.01%-7,48113F-HRTimeline
Farther Finance Advisors, LLC62,639$3.51M0.05%-5,20813F-HRTimeline
G&S Capital LLC59,066$3.31M1.22%+1,31413F-HRTimeline
Evernest Financial Advisors, LLC56,783$3.19M0.89%-56713F-HRTimeline
Harbor Asset Planning, Inc.49,758$2.79M2.5%+41213F-HRTimeline
Cambridge Investment Research Advisors,…48,512$2.72M0.01%+2,66713F-HRTimeline
Joseph P. Lucia & Associates, LLC48,066$2.7M1.02%-24313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,072$2.64M0.02%+80713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,872$2.62M<0.01%-13,43013F-HRTimelineGroup
Clear Creek Financial Management, LLC45,438$2.55M0.22%-71,45913F-HRTimeline
Choice Wealth Advisors LLC42,062$2.36M1.01%013F-HRTimeline
Comprehensive Wealth Management, LLC40,451$2.27M1.61%+7,92913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC38,807$2.18M0.03%-1,53613F-HRTimelineGroup
Private Advisor Group, LLC35,574$2M0.01%-1,61213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/34,794$1.95M<0.01%+41613F-HRTimelineGroup
Traction Financial Partners, LLC34,276$1.92M1.19%+2,20513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.32,869$1.84M0.67%-49613F-HRTimeline
Treasure Coast Financial Planning32,564$1.83M1.02%+28,04613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,039$1.8M<0.01%-2,17113F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.29,916$1.68M0.65%-33113F-HRTimeline
Burns Matteson Capital Management, LLC29,096$1.63M0.68%-74313F-HRTimeline
Brick & Kyle, Associates28,436$1.59M0.59%+713F-HRTimeline
Friedenthal Financial28,416$1.59M0.82%+80513F-HRTimeline
Live Oak Investment Partners26,092$1.46M0.97%+2,01713F-HR/ATimeline
Global Retirement Partners, LLC26,057$1.46M0.03%+75113F-HRTimeline
Walker Asset Management, LLC24,344$1.37M0.77%-50213F-HRTimeline
FMR LLCin group FMR LLC24,037$1.35M<0.01%+10,92813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,240$1.19M0.06%+1,97313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC21,039$1.18M<0.01%-9113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,660$1.16M0.01%+2,20213F-HRTimelineGroup
Nova Wealth Management, Inc.20,308$1.14M0.8%+58713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,834$1.05M<0.01%+2,74513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC15,750$884K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA13,759$772K0.07%+1,77513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,693$768K0.06%+9,92913F-HRTimeline
IFG Advisory, LLC13,651$766K0.03%-4013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,369$694K0.01%+2813F-HRTimelineGroup
CIBC WORLD MARKET INC.12,234$686K<0.01%-39713F-HRTimeline
Kingsview Wealth Management, LLC11,601$651K0.01%013F-HRTimeline
Interchange Capital Partners, LLC11,425$641K0.13%-22013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,313$635K<0.01%-16613F-HRTimelineGroup
First Heartland Consultants, Inc.10,943$614K0.05%-6613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$610K0.01%013F-HRTimelineGroup
&PARTNERS10,761$604K<0.01%-52613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$561K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.9,875$554K0.02%+2713F-HRTimeline
Capital Wealth Alliance, LLC9,787$549K0.27%-82813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,522$534K<0.01%+33913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,290$465K0.01%-34213F-HRTimelineGroup
Geneos Wealth Management Inc.8,288$465K0.01%-19813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,194$460K-5,035Timeline
McAdam, LLC7,905$443K0.02%013F-HRTimeline
Janney Montgomery Scott LLC7,566$424K<0.01%new13F-HRTimeline
Advisory Alpha, LLC7,487$420K0.01%-29713F-HRTimeline
Western Wealth Management, LLC7,381$414K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,298$409K<0.01%+38513F-HRTimeline
World Investment Advisors7,000$393K0.01%013F-HRTimeline
Colonial River Investments, LLC6,947$390K0.14%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,947$390K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,939$389K<0.01%+6513F-HRTimelineGroup
OneDigital Investment Advisors LLC6,755$379K<0.01%+113F-HRTimeline
Jacobi Capital Management LLC6,650$373K0.02%-15013F-HRTimeline
HighTower Advisors, LLC6,471$363K<0.01%-2613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,263$351K0.01%+1,49113F-HRTimelineGroup
One Charles Private Wealth Services, LLC6,217$349K0.09%013F-HRTimeline
Comprehensive Financial Consultants Ins…6,033$338K0.1%+78613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,668$318K<0.01%-11,27913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,560$312K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,424$304K<0.01%-29513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,425$304K<0.01%-2,94713F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC5,394$303K0.06%+1613F-HRTimeline
DIVERSIFIED TRUST CO5,125$288K0.01%013F-HRTimeline
SteelPeak Wealth, LLC4,950$278K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,851$272K0.01%+1413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$271K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,715$265K0.14%013F-HRTimeline
Capital Investment Advisory Services, L…4,689$263K0.02%-44213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,387$246K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,175$234K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,908$219K<0.01%-7013F-HRTimelineGroup
Financial Partners Group, Inc3,855$216K0.03%013F-HRTimeline
YHB Investment Advisors, Inc.3,816$214K0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC2,964$166K0.04%+813F-HRTimeline
Federation des caisses Desjardins du Qu…2,725$153K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,645$148K0.03%-21613F-HRTimeline
CWM, LLCin group CWM, LLC2,590$145K<0.01%+2,51513F-HRTimelineGroup
Key Financial Inc2,530$142K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,004$112K<0.01%+1,80413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,996$112K<0.01%+113F-HRTimelineGroup
AE Wealth Management LLC1,972$111K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,722$96.6K0.01%new13F-HRTimelineGroup
COMERICA BANK1,702$95.5K<0.01%+1213F-HRTimeline
MAI Capital Management1,675$94K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,500$84.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,458$81.8K0.01%-9513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,445$81.1K<0.01%+6113F-HRTimelineGroup
FAS Wealth Partners, Inc.1,025$57.5K<0.01%-35013F-HRTimeline
Clearstead Advisors, LLC1,018$57.1K<0.01%-7,48913F-HRTimeline
North Capital, Inc.831$46.6K0.04%+113F-HRTimeline
Parallel Advisors, LLC800$44.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC686$38.5K0.01%+213F-HRTimeline
CX Institutional587$33K<0.01%+43713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC580$32.5K<0.01%+12013F-HRTimeline
MONTAG A & ASSOCIATES INC535$30K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd525$29.5K<0.01%+2913F-HRTimeline
TD Waterhouse Canada Inc.515$28.9K<0.01%-6513F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$24.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO277$15.6K<0.01%013F-HR/ATimelineGroup
Wagner Wealth Management, LLC250$14.1K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC340$9.54K0.01%+17013F-HRTimeline
Advisory Services Network, LLC164$9.17K<0.01%new13F-HRTimeline
AlphaCore Capital LLC139$7.8K<0.01%013F-HRTimeline
Clearstead Trust, LLC130$7.29K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC125$7.01K<0.01%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.116$6.51K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113$6.34K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …109$6.12K<0.01%13F-HRTimelineGroup
Copia Wealth Management65$3.65K<0.01%013F-HRTimeline
TRUST CO OF VERMONT50$2.81K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.23$1.29K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.15$842<0.01%-7013F-HRTimeline