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Disclosery

RSPN INVESCO EXCHANGE TRADED FD T

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S&P500 EQL IND (fund)

156 managers (159 13F filers) reported a position in RSPN shares at 2026-03-31, 10,021,695 shares in all. 28 filers opened a position and 10 filers sold out during the quarter.

Managers
156
13F filers
159
New
28
Added
54
Reduced
50
Sold out
10
Shares held by filers
10,021,695

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,375,821$79.2M0.01%-1,046,52913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/973,290$56M<0.01%+29,38713F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC630,071$36.3M5.49%-3,16613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD596,431$34.3M0.38%-252,10013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding585,500$33.7M-215,000Timeline
MORGAN STANLEYin group MORGAN STANLEY485,719$28M<0.01%-9,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA469,946$27.1M0.01%+369,35813F-HRTimelineGroup
LPL Financial LLC364,529$21M0.01%-15,79413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC318,507$18.3M<0.01%+80,91813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN299,488$17.2M<0.01%+155,62513F-HR/ATimelineGroup
Davis Investment Partners, LLC270,619$15.6M5.5%-2,43313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,339$15.2M<0.01%+47,32513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp248,700$14.3M<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …173,630$10M0.19%+1,37913F-HRTimelineGroup
NewEdge Advisors, LLC173,624$10M0.04%-80,24413F-HR/ATimeline
Carmel Capital Management L.L.C.172,220$9.92M2.84%+58513F-HRTimeline
Strategic Wealth Partners, Ltd.158,685$9.14M0.63%+157,22713F-HRTimeline
UBS Group AGgroup of 2 filers holding138,467$7.97M-367Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC122,018$7.03M<0.01%+113,12013F-HRTimelineGroup
TigerOak Management, L.L.C.113,205$6.52M2.05%-61813F-HRTimeline
Sage Advisory Services, Ltd.Co.108,169$6.23M3.41%new13F-HRTimeline
Cetera Investment Advisers96,296$5.54M0.01%+6,33313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC91,388$5.26M0.02%+7,02413F-HRTimelineGroup
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC72,031$4.15M3.68%+10,30413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,436$4.14M0.01%-58,92413F-HRTimeline
TKG Advisors, LLC71,520$4.12M1.7%-10,69913F-HRTimeline
Farther Finance Advisors, LLC58,930$3.43M0.03%-4,17213F-HRTimeline
Evernest Financial Advisors, LLC55,379$3.38M0.7%-6113F-HRTimeline
Harbor Asset Planning, Inc.55,542$3.2M2.69%+3,30213F-HRTimeline
G&S Capital LLC53,321$3.07M1.08%-5,13813F-HRTimeline
Joseph P. Lucia & Associates, LLC47,588$2.74M0.98%-42513F-HRTimeline
FDx Advisors, Inc.47,564$2.74M0.87%new13F-HRTimeline
Comprehensive Wealth Management, LLC45,547$2.62M1.33%+79713F-HRTimeline
Cambridge Investment Research Advisors,…42,196$2.43M0.01%-2,03013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,680$2.4M<0.01%-2,61013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co40,597$2.34M0.11%+19,24313F-HRTimelineGroup
Choice Wealth Advisors LLC40,393$2.33M0.91%-1,60913F-HRTimeline
Treasure Coast Financial Planning39,743$2.29M1.18%+5,27213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,703$2.11M<0.01%+1,42313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,127$2.08M<0.01%+92013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC35,578$2.05M0.03%-2,27513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,236$2M0.01%-86413F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.31,242$1.8M0.64%-1,13313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,248$1.65M<0.01%+5,00913F-HRTimelineGroup
Friedenthal Financial27,206$1.57M0.79%+18813F-HRTimeline
FMR LLCin group FMR LLC26,246$1.51M<0.01%+73613F-HRTimelineGroup
Burns Matteson Capital Management, LLC24,924$1.44M0.56%-1,59213F-HRTimeline
SYKON CAPITAL LLC24,150$1.39M0.46%+8,52213F-HRTimeline
Walker Asset Management, LLC23,878$1.37M0.74%+7413F-HRTimeline
Nova Wealth Management, Inc.23,101$1.33M0.87%+85613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,853$1.32M0.01%+9213F-HRTimelineGroup
Live Oak Investment Partners21,753$1.25M0.74%-2,10513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,435$1.23M<0.01%+36913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,291$1.17M0.11%-58013F-HRTimelineGroup
Brick & Kyle, Associates20,241$1.17M0.38%-8,19913F-HRTimeline
Clear Creek Financial Management, LLC19,305$1.11M0.09%-26,28113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,174$1.05M<0.01%+9,81613F-HRTimelineGroup
GTS SECURITIES LLC16,966$977K0.03%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,750$907K<0.01%013F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.14,572$839K0.4%new13F-HRTimeline
Blue Chip Partners, LLC14,281$822K0.06%new13F-HRTimeline
Orion Porfolio Solutions, LLC13,649$786K0.01%-6213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,553$723K0.01%+2113F-HRTimelineGroup
Private Advisor Group, LLC12,499$720K<0.01%+51513F-HRTimeline
CIBC WORLD MARKET INC.12,477$718K<0.01%-5,81813F-HRTimeline
MML INVESTORS SERVICES, LLC12,417$715K<0.01%+4,28513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC12,223$704K0.48%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,385$656K<0.01%+21113F-HRTimelineGroup
Traction Financial Partners, LLC11,197$645K0.4%-20,50513F-HRTimeline
First Heartland Consultants, Inc.11,015$634K0.05%+9213F-HRTimeline
Interchange Capital Partners, LLC12,881$630K0.2%+3,01113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,875$626K0.01%013F-HRTimelineGroup
&PARTNERS9,926$579K<0.01%+1,17013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,993$575K0.04%-3,73213F-HRTimeline
Kingsview Wealth Management, LLC9,598$553K0.01%-1,04913F-HRTimeline
Capital Wealth Alliance, LLC9,443$544K0.25%-5513F-HRTimeline
Focus Financial Network, Inc.9,348$538K0.02%+8613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,134$526K<0.01%new13F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding8,774$505K+4,387Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,739$503K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,794$466K<0.01%+70213F-HRTimelineGroup
McAdam, LLC7,905$455K0.02%013F-HRTimeline
Janney Montgomery Scott LLC7,566$436K<0.01%013F-HRTimeline
Western Wealth Management, LLC7,456$429K0.02%+2513F-HR/ATimeline
Advisory Alpha, LLC7,256$418K0.01%-18513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,177$413K<0.01%-66813F-HRTimeline
World Investment Advisors7,000$403K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,844$394K0.01%-1,44413F-HRTimeline
PRIVATE TRUST CO NA6,702$386K0.03%013F-HRTimeline
Colonial River Investments, LLC6,694$385K0.14%-15813F-HRTimeline
CX Institutional6,242$359K0.01%+6,02813F-HRTimeline
Jacobi Capital Management LLC5,990$345K0.02%-28513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,821$335K<0.01%+1,33513F-HRTimeline
MAI Capital Management5,668$326K<0.01%+3,41413F-HRTimeline
Comprehensive Financial Consultants Ins…5,444$313K0.09%-113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,426$312K<0.01%-113F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC5,414$312K0.06%+1213F-HRTimeline
One Charles Private Wealth Services, LLC5,281$304K0.08%-93613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,229$301K<0.01%-2,96113F-HRTimelineGroup
DIVERSIFIED TRUST CO5,125$295K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,074$292K0.01%+21513F-HRTimelineGroup
YHB Investment Advisors, Inc.4,981$287K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,825$278K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,715$271K0.15%013F-HRTimeline
Capital Investment Advisory Services, L…4,707$271K0.02%+1013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,299$248K<0.01%-49013F-HRTimelineGroup
Arax Advisory Partners4,274$246K0.01%-35913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,185$241K<0.01%+613F-HRTimelineGroup
Quantinno Capital Management LP4,131$238K<0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,079$235K0.04%+5813F-HR/ATimeline
Financial Partners Group, Inc3,855$222K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,755$216K<0.01%-6913F-HRTimelineGroup
RFG Advisory, LLC3,745$216K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,694$213K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,677$212K0.01%new13F-HRTimeline
PFG Advisors3,551$204K0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.3,490$201K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,151$181K<0.01%+3,12813F-HRTimeline
Tradewinds Capital Management, LLC2,973$171K0.03%+413F-HRTimeline
Federation des caisses Desjardins du Qu…2,725$157K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,696$155K<0.01%-52213F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,654$153K0.03%+513F-HRTimeline
Key Financial Inc2,630$151K0.03%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC2,500$144K0.2%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,284$128K<0.01%-2,829,04313F-HR/ATimelineGroup
AE Wealth Management LLC1,972$114K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,925$111K<0.01%+48013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,827$105K<0.01%-30913F-HRTimelineGroup
Sound Income Strategies, LLC1,738$101K<0.01%+5313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,500$86.4K<0.01%new13F-HR/ATimeline
Advanced Asset Management Advisors Inc1,105$63.6K0.02%+213F-HRTimeline
FAS Wealth Partners, Inc.1,025$59K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,022$58.9K<0.01%+213F-HRTimeline
Ashton Thomas Private Wealth, LLC959$55.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC765$44K<0.01%-3513F-HR/ATimeline
LANARK FINANCIAL, INC.608$35K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC586$33.7K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC580$33.4K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC535$30.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC430$24.8K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC251$14.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$11.5K<0.01%013F-HRTimelineGroup
MCF Advisors LLC170$9.79K<0.01%013F-HRTimeline
Advisory Services Network, LLC164$9.45K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…151$8.79K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…141$8.12K<0.01%013F-HRTimeline
AlphaCore Capital LLC139$8K<0.01%013F-HRTimeline
KM Capital Management Ltd.132$7.93K0.01%new13F-HRTimeline
Copia Wealth Management137$7.89K0.01%+7213F-HRTimeline
Clearstead Trust, LLC130$7.49K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113$6.51K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …54$3.11K<0.01%+1813F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC52$2.97K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$2.02K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC35$2.02K<0.01%new13F-HRTimeline
City State Bank15$864<0.01%new13F-HRTimeline