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Disclosery

RSPU INVESCO EXCHANGE TRADED FD T

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S&P500 EQL UTL (fund)

116 managers (116 13F filers) reported a position in RSPU shares at 2025-12-31, 3,201,763 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
116
13F filers
116
New
18
Added
50
Reduced
28
Sold out
15
Shares held by filers
3,201,763

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
LPL Financial LLC586,864$43.9M0.01%+24,28513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/416,103$31.1M<0.01%-38,94313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY260,293$19.5M<0.01%+63,01113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC139,328$10.4M<0.01%+10,44113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,135$8.32M0.01%-42,84913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC111,155$8.31M0.03%+32613F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.95,156$7.12M2.52%+81,25313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC94,394$7.06M1.29%+2,42713F-HRTimeline
NewEdge Advisors, LLC92,134$6.89M0.02%-1,95913F-HRTimeline
Cambridge Investment Research Advisors,…85,390$6.38M0.02%-2,51313F-HRTimeline
Bogart Wealth, LLC60,190$4.5M0.18%+22,03613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,391$3.84M<0.01%+2,93613F-HRTimelineGroup
WealthCare Investment Partners, LLC47,465$3.59M1.05%+89413F-HRTimeline
UBS Group AGin group UBS Group AG47,714$3.57M<0.01%+3,77313F-HRTimelineGroup
RM Financial Services, LLC41,193$3.08M2.73%13F-HRTimeline
Advisory Services Network, LLC40,326$3.02M0.04%-93613F-HRTimeline
Friedenthal Financial39,756$2.97M1.53%-1,93413F-HRTimeline
American Trust14,993$2.87M0.24%+67813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.38,044$2.84M1.88%+41713F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC35,157$2.63M2.08%13F-HRTimeline
Jackson Wealth Management, LLC33,230$2.48M0.24%+1,11413F-HRTimeline
Dakota Wealth Management32,593$2.44M0.04%+13613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,238$2.41M<0.01%new13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,903$2.39M<0.01%-3,48913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,904$2.09M<0.01%+5,08813F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC27,219$2.04M0.26%-7,73813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding26,881$2.01M-4,576Timeline
HARBOUR INVESTMENTS, INC.26,341$1.97M0.04%+22,02913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,894$1.94M<0.01%+15913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,291$1.82M<0.01%-55513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,808$1.78M<0.01%-66813F-HRTimeline
Farther Finance Advisors, LLC20,951$1.57M0.02%+72713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,242$1.51M<0.01%+5,39013F-HR/ATimelineGroup
Cetera Investment Advisers19,835$1.48M<0.01%+3,88713F-HRTimeline
Geneos Wealth Management Inc.19,450$1.45M0.04%+1,21713F-HRTimeline
World Investment Advisors18,870$1.41M0.02%new13F-HR/ATimeline
MFA Wealth Services18,708$1.4M0.95%+39313F-HRTimeline
Ausdal Financial Partners, Inc.17,692$1.32M0.06%+1,19613F-HRTimeline
Flaharty Asset Management, LLC17,625$1.32M0.16%+1,22613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,408$1.23M<0.01%+6,95413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,142$1.13M<0.01%+4,51613F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC14,858$1.11M0.14%new13F-HRTimeline
SCOTIA CAPITAL INC.14,417$1.08M<0.01%+3,39713F-HRTimeline
Waverly Advisors, LLC12,450$931K0.01%+413F-HRTimeline
Pacific Sun Financial Corp12,436$930K0.45%-8013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,931$892K0.02%+11013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,404$853K0.01%-11313F-HRTimelineGroup
Advisory Alpha, LLC10,721$802K0.02%+15913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,379$776K0.36%13F-HRTimeline
Berger Financial Group, Inc9,807$733K0.04%+11013F-HRTimeline
Financial Freedom, LLC9,568$715K0.36%+4613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,217$689K<0.01%+1,09213F-HRTimelineGroup
HRT FINANCIAL LP8,348$624K<0.01%new13F-HRTimeline
Private Advisor Group, LLC8,236$616K<0.01%-6,57513F-HRTimeline
Stelac Advisory Services LLC7,712$577K0.2%-2,20013F-HRTimeline
Sage Capital Management, LLC7,370$551K0.25%+4213F-HRTimeline
Perigon Wealth Management, LLC7,216$540K0.01%+4,20213F-HRTimeline
Joseph P. Lucia & Associates, LLC7,172$536K0.19%+16713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,049$527K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC6,560$491K<0.01%-1,43213F-HRTimeline
Walker Asset Management, LLC6,191$463K0.25%-32613F-HRTimeline
Global Retirement Partners, LLC5,666$424K0.01%+1113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,642$422K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,096$391K<0.01%013F-HRTimelineGroup
BROOKS, MOORE & ASSOCIATES, INC.4,535$339K0.17%-50013F-HRTimeline
Nova Wealth Management, Inc.4,481$335K0.23%-5513F-HRTimeline
MML INVESTORS SERVICES, LLC4,328$324K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,096$306K<0.01%-89813F-HRTimelineGroup
Janney Montgomery Scott LLC4,044$302K<0.01%+1,06613F-HRTimeline
WEDBUSH SECURITIES INC4,000$299K0.01%013F-HRTimeline
Allen Capital Group, LLC3,966$297K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,838$288K<0.01%+213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,779$283K0.02%-51013F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,353$251K0.15%-8013F-HRTimeline
Jacobi Capital Management LLC3,090$231K0.01%+1513F-HRTimeline
Montis Financial, LLC3,088$231K0.05%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,031$227K<0.01%+4913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.2,961$221K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,907$217K<0.01%new13F-HRTimelineGroup
PLANNING DIRECTIONS INC2,894$216K0.11%new13F-HRTimeline
Focus Financial Network, Inc.2,862$214K0.01%-26713F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC2,847$213K0.1%-2513F-HRTimeline
Sanctuary Advisors, LLC2,687$201K<0.01%new13F-HRTimeline
Financial Perspectives, Inc2,112$158K0.04%013F-HRTimeline
Tradewinds Capital Management, LLC1,680$126K0.03%+1113F-HRTimeline
Steward Partners Investment Advisory, L…1,541$115K<0.01%+1413F-HRTimeline
HHM Wealth Advisors, LLC1,500$112K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,154$86K<0.01%013F-HR/ATimelineGroup
Sound Income Strategies, LLC1,068$81.9K<0.01%+3713F-HRTimeline
COMERICA BANK1,091$81.6K<0.01%013F-HRTimeline
Allworth Financial LP955$71.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC842$63K<0.01%+8913F-HRTimelineGroup
IFP Advisors, Inc803$60K<0.01%+313F-HRTimeline
WealthShield Partners, LLC790$59.1K0.01%013F-HRTimeline
Anchor Investment Management, LLC706$52.8K<0.01%+20213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV662$49.5K<0.01%+413F-HRTimeline
MAI Capital Management603$45.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT602$45K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\557$41.7K<0.01%-10513F-HRTimelineGroup
Larson Financial Group LLC518$38.7K<0.01%013F-HRTimeline
Arax Advisory Partners510$38.1K<0.01%new13F-HRTimeline
AE Wealth Management LLC464$34.7K<0.01%-10513F-HRTimeline
Harbor Asset Planning, Inc.414$30.9K0.03%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/307$22.9K<0.01%-6813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management300$22.4K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC280$20.9K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC276$20.6K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC107$8.06K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC100$7.48K<0.01%013F-HRTimeline
CX Institutional53$4K<0.01%-4113F-HRTimeline
Elevated Capital Advisors, LLC44$3.29K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC38$2.84K<0.01%013F-HRTimeline
Investors Research Corp26$1.92K<0.01%new13F-HRTimeline
AlphaCore Capital LLC13$972<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …6$449<0.01%-2213F-HRTimelineGroup
HOWE & RUSLING INC2$154<0.01%013F-HRTimeline