Skip to content
Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

Follow

S&P500 EQL IND (fund)

144 managers (145 13F filers) reported a position in RSPN shares at 2025-12-31, 13,234,555 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
144
13F filers
145
New
12
Added
52
Reduced
48
Sold out
13
Shares held by filers
13,234,555

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,831,327$160M0.01%+2,831,05013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,422,350$137M0.02%+1,700,00013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/943,903$53.5M<0.01%+35,31813F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD848,531$48.1M0.55%-2,90013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding800,500$45.3M0Timeline
AFFINITY WEALTH MANAGEMENT LLC633,237$35.9M5.1%+4,60613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY495,219$28M<0.01%+90,46013F-HR/ATimelineGroup
LPL Financial LLC380,323$21.5M0.01%+10,63613F-HRTimeline
Davis Investment Partners, LLC273,052$15.7M5.48%-12,50313F-HRTimeline
NewEdge Advisors, LLC253,868$14.4M0.05%-3,69613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC237,589$13.5M<0.01%-37,59313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,014$12.3M<0.01%-17,65413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …172,251$9.75M0.19%+1,85613F-HRTimelineGroup
Carmel Capital Management L.L.C.171,635$9.72M2.95%+2,70013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN143,863$8.15M<0.01%+14,02913F-HRTimelineGroup
UBS Group AGin group UBS Group AG138,834$7.86M<0.01%-15,05113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…130,360$7.68M0.01%+1,06113F-HRTimeline
TigerOak Management, L.L.C.113,823$6.45M1.97%-5,26013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,588$5.7M<0.01%+9,73613F-HRTimelineGroup
Cetera Investment Advisers89,963$5.09M0.01%+15,29913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC84,364$4.78M0.02%+3,20213F-HRTimelineGroup
TKG Advisors, LLC82,219$4.66M1.88%-1,03513F-HRTimeline
Farther Finance Advisors, LLC63,102$3.57M0.04%+46313F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC61,727$3.5M3.21%new13F-HRTimeline
Evernest Financial Advisors, LLC55,440$3.49M0.73%-1,34313F-HRTimeline
G&S Capital LLC58,459$3.31M1.17%-60713F-HRTimeline
Harbor Asset Planning, Inc.52,240$2.96M2.53%+2,48213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.83M<0.01%+40,00013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC48,013$2.72M0.98%-5313F-HRTimeline
Clear Creek Financial Management, LLC45,586$2.58M0.21%+14813F-HRTimeline
Comprehensive Wealth Management, LLC44,750$2.53M1.49%+4,29913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,290$2.51M<0.01%-2,58213F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,226$2.5M0.01%-4,28613F-HRTimeline
IHT Wealth Management, LLC42,840$2.43M0.06%new13F-HRTimeline
Choice Wealth Advisors LLC42,002$2.38M0.94%-6013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC37,853$2.14M0.03%-95413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,100$2.04M0.01%-10,97213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,280$2M<0.01%+3,24113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35,207$1.99M<0.01%+41313F-HRTimelineGroup
Treasure Coast Financial Planning34,471$1.95M1.04%+1,90713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.32,375$1.83M0.67%-49413F-HRTimeline
Traction Financial Partners, LLC31,702$1.8M1.06%-2,57413F-HRTimeline
Brick & Kyle, Associates28,440$1.61M0.57%+413F-HRTimeline
Global Retirement Partners, LLC27,024$1.53M0.03%+96713F-HRTimeline
Friedenthal Financial27,018$1.53M0.79%-1,39813F-HRTimeline
Burns Matteson Capital Management, LLC26,516$1.5M0.6%-2,58013F-HRTimeline
FMR LLCin group FMR LLC25,510$1.44M<0.01%+1,47313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,239$1.37M<0.01%+5,40513F-HRTimelineGroup
Live Oak Investment Partners23,858$1.35M0.83%-2,23413F-HRTimeline
Walker Asset Management, LLC23,804$1.35M0.72%-54013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,761$1.29M0.01%+2,10113F-HRTimelineGroup
Nova Wealth Management, Inc.22,245$1.26M0.86%+1,93713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co21,354$1.21M0.07%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,871$1.18M0.07%-36913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC21,066$1.18M<0.01%+2713F-HRTimelineGroup
CIBC WORLD MARKET INC.18,295$1.04M<0.01%+6,06113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,750$892K<0.01%013F-HRTimelineGroup
SYKON CAPITAL LLC15,628$885K0.28%new13F-HRTimeline
RFP Financial Group LLC14,352$813K0.39%-137,16813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,725$784K0.05%+3213F-HRTimeline
IFG Advisory, LLC13,731$778K0.03%+8013F-HRTimeline
Orion Porfolio Solutions, LLC13,711$776K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,532$710K0.01%+16313F-HRTimelineGroup
Private Advisor Group, LLC11,984$679K<0.01%-23,59013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,174$633K<0.01%-13913F-HR/ATimelineGroup
First Heartland Consultants, Inc.10,923$619K0.05%-2013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$616K0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC10,647$603K0.01%-95413F-HRTimeline
Capital Wealth Alliance, LLC9,498$599K0.26%-28913F-HRTimeline
Interchange Capital Partners, LLC9,870$559K0.1%-1,55513F-HRTimeline
Focus Financial Network, Inc.9,262$524K0.02%-61313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,898$504K<0.01%+70413F-HRTimelineGroup
&PARTNERS8,756$496K<0.01%-2,00513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,358$473K<0.01%-1,16413F-HRTimelineGroup
Geneos Wealth Management Inc.8,288$469K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,190$464K0.01%-10013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,132$461K<0.01%+83413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,092$458K<0.01%+1,15313F-HR/ATimelineGroup
McAdam, LLC7,905$448K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,845$444K<0.01%-58,98613F-HRTimeline
Janney Montgomery Scott LLC7,566$428K<0.01%013F-HRTimeline
Advisory Alpha, LLC7,441$421K0.01%-4613F-HRTimeline
Western Wealth Management, LLC7,431$421K0.02%+5013F-HRTimeline
World Investment Advisors7,000$396K0.01%013F-HR/ATimeline
Colonial River Investments, LLC6,852$388K0.14%-9513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,852$388K0.01%-9513F-HR/ATimeline
PRIVATE TRUST CO NA6,702$380K0.03%-7,05713F-HRTimeline
Jacobi Capital Management LLC6,275$355K0.02%-37513F-HRTimeline
One Charles Private Wealth Services, LLC6,217$352K0.09%013F-HRTimeline
Comprehensive Financial Consultants Ins…5,445$308K0.09%-58813F-HRTimeline
Mariner, LLCin group Mariner, LLC5,427$307K<0.01%+313F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC5,402$306K0.06%+813F-HRTimeline
OneDigital Investment Advisors LLC5,355$303K<0.01%-1,40013F-HRTimeline
DIVERSIFIED TRUST CO5,125$290K0.01%013F-HRTimeline
YHB Investment Advisors, Inc.4,981$282K0.02%+1,16513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,859$275K0.01%+813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$273K<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,789$271K<0.01%-63613F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,715$267K0.14%013F-HRTimeline
Capital Investment Advisory Services, L…4,697$266K0.02%+813F-HRTimeline
Arax Advisory Partners4,633$262K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,486$254K<0.01%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,387$248K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,179$237K<0.01%+413F-HR/ATimelineGroup
Financial Partners Group, Inc3,855$231K0.03%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,021$228K0.03%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,824$217K<0.01%-8413F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,218$182K<0.01%+62813F-HRTimelineGroup
Tradewinds Capital Management, LLC2,969$168K0.04%+513F-HRTimeline
Federation des caisses Desjardins du Qu…2,725$154K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,649$150K0.03%+413F-HRTimeline
Key Financial Inc2,630$149K0.03%+10013F-HRTimeline
MAI Capital Management2,254$128K<0.01%+57913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,136$121K<0.01%+14013F-HRTimelineGroup
AE Wealth Management LLC1,972$112K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,685$103K<0.01%new13F-HRTimeline
COMERICA BANK1,685$95.4K<0.01%-1713F-HRTimeline
Strategic Wealth Partners, Ltd.1,458$82.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,445$81.8K<0.01%013F-HRTimelineGroup
Advanced Asset Management Advisors Inc1,103$62.5K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.1,025$58K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,020$57.8K<0.01%+213F-HRTimeline
Parallel Advisors, LLC800$45.3K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC586$33.2K0.02%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC580$32.8K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC535$30.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd526$29.8K<0.01%+113F-HRTimeline
IFC & Insurance Marketing, Inc.450$25K0.02%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$24.4K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC251$14.2K<0.01%+113F-HRTimeline
CX Institutional214$12K<0.01%-37313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$11.3K<0.01%-1,80413F-HRTimelineGroup
MCF Advisors LLC170$9.63K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…141$7.98K<0.01%new13F-HRTimeline
AlphaCore Capital LLC139$7.87K<0.01%013F-HRTimeline
Clearstead Trust, LLC130$7.36K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.116$6.57K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113$6.4K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.70$3.96K<0.01%+5513F-HRTimeline
Copia Wealth Management65$3.68K<0.01%013F-HRTimeline
TRUST CO OF VERMONT50$2.83K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …36$2.04K<0.01%-7313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.23$1.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12$680<0.01%new13F-HRTimelineGroup