Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q1 2024 (March 31)374holders
3famous investors
$35.15avg. 13F price*
At the end of Q1 2024, 374 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings. The largest holders were Bank of America Corp. ($436.8M), Richard Bernstein Advisors LLC ($190.5M) and Ameriprise Financial Inc. ($180.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V282
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $73.3M |
| Exits | 18 | $6.7M |
Ownership 374 holders
| Bank of America Corp. | 0.04% | Reduce -3.4% | 12,413,687 | $436.8M |
| Richard Bernstein Advisors LLC | 4.09% | Reduce -3.8% | 5,412,051 | $190.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.5% | 5,127,519 | $180.6M |
| Morgan Stanley | 0.01% | Add +31.7% | 2,742,774 | $96.5M |
| Wells Fargo & Company | 0.02% | Add +9.5% | 2,128,292 | $74.9M |
| LPL Financial LLC | 0.04% | Add +1.2% | 1,900,769 | $66.9M |
| Davis Investment Partners, LLC | 25.82% | Reduce -2.3% | 1,713,354 | $59.0M |
| UBS Group AG | 0.02% | Add +16.8% | 1,431,276 | $50.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.3% | 1,315,454 | $46.3M |
| Bouchey Financial Group, Ltd. | 4.39% | Add +1.3% | 1,267,687 | $44.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.5% | 1,244,611 | $43.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -1.0% | 1,116,907 | $39.3M |
| PGIM Custom Harvest LLC | 0.95% | Reduce -20.7% | 1,094,246 | $38.5M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -25.6% | 1,051,801 | $37.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.67% | No change | 980,000 | $34.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.06% | Add +1.2% | 921,223 | $32.4M |
| Captrust Financial Advisors | 0.11% | Add +0.4% | 853,616 | $30.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 579,635 | $20.4M |
| TD Waterhouse Canada Inc. | 0.14% | New | 545,374 | $19.0M |
| Baker Avenue Asset Management, LP | 0.72% | Add +0.2% | 526,609 | $18.5M |
| Phoenix Financial Ltd. | 0.24% | Add +36.6% | 491,396 | $17.3M |
| EP Wealth Advisors, LLC | 0.19% | Add +867.8% | 472,434 | $16.6M |
| Hennion & Walsh Asset Management, Inc. | 0.85% | Add +1.7% | 451,490 | $15.9M |
| Graypoint LLC | 1.09% | New | 427,746 | $15.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.3% | 424,736 | $14.9M |
| Activest Wealth Management | 6.88% | Add +8.2% | 406,052 | $14.3M |
| BNP Paribas Financial Markets | 0.02% | Add +100.0% | 400,695 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +97.5% | 397,328 | $14.0M |
| StoneX Group Inc. | 1.16% | New | 367,443 | $12.9M |
| Raymond James & Associates | 0.01% | Reduce -9.8% | 345,958 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.5% | 336,138 | $11.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.3% | 326,759 | $11.5M |
| Cerity Partners LLC | 0.03% | Add +5.8% | 325,302 | $11.4M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +82.1% | 315,841 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.2% | 289,833 | $10.2M |
| Destination Wealth Management | 0.33% | Reduce -5.1% | 283,180 | $10.0M |
| Mariner, LLC | 0.02% | Add +267.1% | 277,578 | $9.8M |
| Detalus Advisors, LLC | 3.37% | Add +9.4% | 268,935 | $9.5M |
| Chicago Wealth Management, Inc. | 5.42% | Add +0.7% | 259,366 | $9.1M |
| Condor Capital Management | 0.86% | Reduce -1.0% | 249,690 | $8.8M |
| Cascade Wealth Advisors, Inc | 7.20% | — | 249,319 | $8.5M |
| Cetera Investment Advisers | 0.02% | Add +194.5% | 233,733 | $8.2M |
| SignalPoint Asset Management, LLC | 2.21% | Reduce -5.7% | 228,312 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +6.6% | 226,383 | $8.0M |
| FRG Family Wealth Advisors LLC | 1.49% | Reduce -2.1% | 228,645 | $7.6M |
| Treynor Bancshares, Inc. | 4.40% | Reduce -16.9% | 215,191 | $7.6M |
| Walled Lake Planning & Wealth Management, LLC | 3.03% | Add +0.4% | 209,285 | $7.4M |
| Regal Investment Advisors LLC | 0.49% | Add +2.1% | 204,276 | $7.2M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Reduce -3.2% | 202,907 | $7.1M |
| Islay Capital Management, LLC | 5.21% | Reduce -0.2% | 196,898 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 3.52% | Reduce -1.1% | 186,891 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.1% | 174,820 | $6.2M |
| Corient Private Wealth LP | 0.01% | Add +13.1% | 172,909 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +14.2% | 170,449 | $6.0M |
| Neville Rodie & Shaw Inc. | 0.45% | Add +12.2% | 167,827 | $5.9M |
| Fifth Third Securities, Inc. | 0.56% | Reduce -4.8% | 162,552 | $5.7M |
| Cavalier Investments, LLC | 1.96% | No change | 152,430 | $5.4M |
| Lido Advisors, LLC | 0.05% | Add +6.1% | 152,286 | $5.4M |
| Monument Capital Management | 1.54% | Add +108.4% | 152,035 | $5.4M |
| Smith Anglin Financial, LLC | 0.55% | Add +10.5% | 150,750 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.8% | 147,323 | $5.2M |
| Sage Rhino Capital LLC | 1.22% | Reduce -4.3% | 146,979 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 146,289 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +28.3% | 142,114 | $5.0M |
| Raub Brock Capital Management LP | 1.06% | New | 142,071 | $5.0M |
| Advisory Services Network, LLC | 0.11% | Reduce -5.1% | 138,288 | $4.9M |
| WMS Partners, LLC | 0.33% | Reduce -1.8% | 137,942 | $4.9M |
| Curi Capital, LLC | 0.11% | New | 132,504 | $4.7M |
| Yoder Wealth Management, Inc. | 2.82% | Reduce -1.7% | 122,662 | $4.3M |
| MBL Wealth, LLC | 0.49% | Add +76.0% | 122,125 | $4.3M |
| Laidlaw Wealth Management LLC | 2.25% | Reduce -0.4% | 114,570 | $4.0M |
| Royal Fund Management, LLC | 0.46% | Add +6.8% | 114,137 | $4.0M |
| Venture Visionary Partners LLC | 0.19% | Add +14.8% | 111,680 | $3.9M |
| Park Avenue Securities LLC | 0.05% | Add +5.3% | 107,557 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 105,136 | $3.7M |
| Atria Investments, Inc | 0.05% | Add +1.2% | 97,965 | $3.4M |
| Koshinski Asset Management, Inc. | 0.35% | Reduce -40.7% | 96,692 | $3.4M |
| Stephens Inc. | 0.05% | Reduce -1.7% | 95,784 | $3.4M |
| Vista Investment Management | 1.37% | Add +7.7% | 95,482 | $3.4M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Add +6.5% | 95,372 | $3.4M |
| Private Advisory Group LLC | 0.47% | Reduce -1.4% | 93,708 | $3.3M |
| Hartford Financial Management Inc. | 0.70% | Reduce -3.2% | 93,553 | $3.3M |
| Walker Asset Management, LLC | 2.09% | Reduce -4.2% | 89,999 | $3.2M |
| Capital Market Strategies LLC | 2.41% | Add +4.4% | 89,444 | $3.1M |
| Legacy Private Trust Co. | 0.23% | Add +30.4% | 87,949 | $3.1M |
| Capital Analysts, LLC | 0.14% | Add +2.4% | 83,264 | $2.9M |
| Halter Ferguson Financial Inc. | 2.21% | Reduce -16.3% | 80,856 | $2.8M |
| Empirical Asset Management, LLC | 1.34% | New | 78,780 | $2.8M |
| Jmac Enterprises LLC | 0.51% | Add +2.8% | 78,667 | $2.8M |
| Transcend Capital Advisors, LLC | 0.22% | Reduce -1.8% | 78,027 | $2.7M |
| Biltmore Family Office, LLC | 0.54% | Reduce -1.6% | 77,807 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.6% | 76,261 | $2.7M |
| Kennicott Capital Management LLC | 1.18% | No change | 75,882 | $2.7M |
| Allen Capital Group, LLC | 0.38% | Reduce -1.0% | 75,303 | $2.6M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.6M |
| Valicenti Advisory Services Inc. | 0.72% | Reduce -2.3% | 73,320 | $2.6M |
| Blair William & Co. | 0.01% | Add +1.0% | 72,842 | $2.6M |
| Apriem Advisors | 0.32% | Add +0.0% | 71,541 | $2.5M |
| Essex Private Wealth Management, LLC | 6.88% | Reduce -0.3% | 69,020 | $2.4M |
| Hartline Investment Corp./ | 0.42% | New | 67,621 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.42% | Add +1.5% | 67,621 | $2.4M |
| Focus Financial Network, Inc. | 0.12% | — | 72,535 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +139.5% | 66,987 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -14.7% | 66,792 | $2.4M |
| Horizon Wealth Management, LLC | 0.60% | Reduce -0.8% | 65,683 | $2.3M |
| Lincoln National Corp. | 0.04% | Add +1.4% | 64,462 | $2.3M |
| Prospera Financial Services Inc | 0.06% | New | 60,524 | $2.1M |
| Vishria Bird Financial Group, LLC | 0.89% | No change | 59,040 | $2.1M |
| DHJJ Financial Advisors, Ltd. | 0.89% | Add +5.2% | 57,156 | $2.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 56,500 | $2.0M |
| Tradition Wealth Management, LLC | 0.19% | Add +0.1% | 54,286 | $1.9M |
| Freedom Investment Management, Inc. | 0.15% | Reduce -22.8% | 52,900 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.5% | 51,179 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +5.6% | 51,166 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +4.4% | 50,038 | $1.8M |
| American Financial Advisors, LLC | 0.24% | Add +0.1% | 48,620 | $1.7M |
| Creative Planning | 0.00% | Add +9.4% | 47,331 | $1.7M |
| Country Club Bank | 0.12% | Reduce -0.6% | 47,180 | $1.7M |
| Jackson Wealth Management, LLC | 0.20% | Reduce -8.7% | 46,581 | $1.6M |
| PFG Advisors | 0.12% | Reduce -7.5% | 46,305 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +36.0% | 45,510 | $1.6M |
| Valley National Advisers Inc. | 0.24% | Add +0.3% | 45,009 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +0.3% | 44,948 | $1.6M |
| Friedenthal Financial | 0.97% | Reduce -7.5% | 44,848 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +3.5% | 44,476 | $1.6M |
| McGuire Investment Group, LLC | 0.23% | No change | 44,010 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +12.2% | 41,414 | $1.5M |
| Comerica Bank | 0.01% | Add +2.2% | 40,112 | $1.4M |
| Prostatis Group LLC | 0.53% | Reduce -0.5% | 39,964 | $1.4M |
| HHM Wealth Advisors, LLC | 0.23% | No change | 39,820 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -19.0% | 38,777 | $1.4M |
| Cahill Financial Advisors Inc. | 0.18% | Reduce -0.8% | 37,637 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | No change | 37,493 | $1.3M |
| FMR LLC | 0.00% | Add +20.0% | 36,852 | $1.3M |
| Private Trust Co. NA | 0.14% | No change | 36,370 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.3% | 35,895 | $1.3M |
| Abbot Financial Management, Inc. | 0.69% | Add +0.1% | 35,456 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.48% | Add +43.3% | 37,126 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.54% | Reduce -3.8% | 34,940 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +265.9% | 34,939 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.0% | 34,908 | $1.2M |
| Optas, LLC | 0.33% | No change | 34,440 | $1.2M |
| Clearstead Advisors, LLC | 0.06% | Add +0.0% | 33,704 | $1.1M |
| Melfa Wealth Management, Inc. | 0.80% | Add +0.1% | 31,318 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +1.0% | 31,220 | $1.1M |
| Crane Advisory, LLC | 0.22% | New | 31,040 | $1.1M |
| BlackRock Inc. | 0.00% | No change | 30,000 | $1.1M |
| Patten Group, Inc. | 0.25% | Add +63.8% | 29,093 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.5% | 27,983 | $985K |
| Goldstein Advisors, LLC | 0.17% | Reduce -0.8% | 27,953 | $984K |
| Advisory Alpha, LLC | 0.04% | Reduce -1.8% | 27,397 | $964K |
| Wealth Management Associates, Inc. | 0.45% | Add +235.6% | 26,089 | $956K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -5.8% | 27,125 | $955K |
| Atlas Capital Advisors Inc. | 0.14% | Add +4.6% | 25,610 | $901K |
| BigSur Wealth Management LLC | 0.28% | No change | 25,000 | $880K |
| Ehrlich Financial Group | 0.71% | Add +5.2% | 24,081 | $847K |
| Allred Capital Management, LLC | 0.33% | Reduce -10.0% | 23,815 | $838K |
| Interchange Capital Partners, LLC | 0.55% | Add +7.3% | 22,798 | $823K |
| Fca Corp. | 0.26% | New | 22,653 | $797K |
| Hilltop Partners LLC | 0.28% | Add +0.6% | 22,366 | $787K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.7% | 21,794 | $767K |
| Pacific Sun Financial Corp | 0.44% | Reduce -1.4% | 21,630 | $761K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 21,000 | $739K |
| Rockport Wealth LLC | 0.49% | — | 20,850 | $734K |
| Patron Partners, LLC | 0.44% | Reduce -7.9% | 20,487 | $721K |
| Summit Place Financial Advisors, LLC | 0.42% | Reduce -9.9% | 20,460 | $720K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 19,566 | $689K |
| Capital Wealth Alliance, LLC | 0.41% | Add +0.4% | 19,540 | $688K |
| Cresset Asset Management, LLC | 0.00% | Add +82.3% | 18,896 | $665K |
| SFE Investment Counsel | 0.15% | Reduce -2.1% | 18,727 | $659K |
| HBW Advisory Services LLC | 0.12% | No change | 19,834 | $647K |
| Berger Financial Group, Inc | 0.05% | New | 18,313 | $644K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.7% | 18,078 | $636K |
| Choreo, LLC | 0.02% | No change | 17,690 | $623K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.1% | 17,611 | $619K |
| Kapstone Financial Advisors LLC | 0.41% | No change | 17,280 | $608K |
| Kaizen Financial Strategies | 0.40% | No change | 16,600 | $584K |
| Jane Street Group, LLC | 0.00% | Add +24.0% | 16,568 | $583K |
| IFP Advisors, Inc | 0.03% | Reduce -4.1% | 16,350 | $575K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.8% | 16,263 | $572K |
| Cary Street Partners Asset Management LLC | 0.09% | Reduce -4.3% | 16,242 | $572K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 16,130 | $568K |
| Carnegie Investment Counsel | 0.02% | Add +28.1% | 15,927 | $560K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 15,925 | $560K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.1% | 15,864 | $558K |
| Kaydan Wealth Management, Inc. | 0.19% | No change | 15,551 | $547K |
| Quantinno Capital Management LP | 0.01% | New | 15,320 | $539K |
| MAI Capital Management | 0.01% | Reduce -4.4% | 15,293 | $538K |
| Axxcess Wealth Management, LLC | 0.01% | New | 15,000 | $528K |
| D.A. Davidson & Co. | 0.00% | Reduce -48.1% | 14,853 | $523K |
| Mission Wealth Management, LP | 0.01% | No change | 14,500 | $510K |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 14,355 | $505K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.5% | 14,142 | $498K |
| Kathmere Capital Management, LLC | 0.06% | No change | 14,000 | $493K |
| Acorn Wealth Advisors, LLC | 0.26% | Add +0.1% | 13,965 | $491K |
| Northern Trust Corp. | 0.00% | Add +14.8% | 13,863 | $488K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -30.1% | 17,146 | $483K |
| SVB Wealth LLC | 0.01% | Reduce -47.4% | 13,491 | $475K |
| Calamos Wealth Management LLC | 0.03% | No change | 13,270 | $467K |
| Rovin Capital /Ut/ | 0.19% | Reduce -32.4% | 13,023 | $458K |
| NorthRock Partners, LLC | 0.02% | Add +6.1% | 12,708 | $447K |
| Renaissance Technologies | 0.00% | Reduce -69.0% | 12,700 | $447K |
| Castle Wealth Management LLC | 0.23% | No change | 12,600 | $443K |
| Addison Advisors LLC | 0.15% | Reduce -6.7% | 12,570 | $442K |
| Fisher Asset Management | 0.00% | Reduce -17.5% | 11,935 | $420K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $406K |
| Verus Capital Partners, LLC | 0.04% | Reduce -36.3% | 11,545 | $406K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -5.7% | 11,468 | $404K |
| Haverford Trust Co | 0.00% | No change | 11,000 | $387K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.3% | 10,995 | $387K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.1% | 10,921 | $384K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 10,872 | $383K |
| First National Trust Co | 0.02% | No change | 10,840 | $381K |
| Veltria Advisors Corp. | 0.10% | Reduce -0.1% | 10,798 | $380K |
| Zhang Financial LLC | 0.03% | No change | 10,680 | $376K |
| Greenleaf Trust | 0.00% | No change | 10,600 | $373K |
| Advisors Preferred, LLC | 0.06% | New | 10,497 | $370K |
| Y.D. More Investments Ltd | 0.07% | Add +40.0% | 10,500 | $369K |
| Hilltop Holdings Inc. | 0.04% | Add +2.5% | 10,418 | $367K |
| Flputnam Investment Management Co. | 0.01% | No change | 10,332 | $364K |
| Beck Capital Management, LLC | 0.10% | New | 10,057 | $354K |
| Hoylecohen, LLC | 0.03% | Reduce -7.6% | 10,026 | $353K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -9.1% | 10,015 | $352K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $352K |
| Capital Advisors Inc. | 0.01% | No change | 9,922 | $349K |
| Dakota Wealth Management | 0.01% | Reduce -2.1% | 9,808 | $345K |
| Sage Capital Management, LLC | 0.18% | Add +6.8% | 9,589 | $337K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 9,585 | $337K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.0% | 9,554 | $336K |
| Deutsche Bank AG | 0.00% | Reduce -7.0% | 9,419 | $331K |
| Carmichael Hill & Associates, Inc. | 0.13% | No change | 9,259 | $326K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -6.0% | 9,247 | $325K |
| Crescent Sterling, Ltd. | 0.29% | Add +1.8% | 9,046 | $318K |
| PFG Investments, LLC | 0.02% | Reduce -16.6% | 8,954 | $315K |
| Oak Harvest Investment Services | 0.05% | Add +0.0% | 8,882 | $313K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,880 | $312K |
| Aurora Private Wealth, Inc. | 0.27% | Add +0.1% | 8,864 | $312K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 8,840 | $311K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +4.1% | 8,829 | $311K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +6.0% | 8,709 | $306K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,620 | $303K |
| Eagle Strategies LLC | 0.07% | New | 8,596 | $302K |
| Sigma Planning Corp | 0.01% | New | 8,357 | $294K |
| AE Wealth Management LLC | 0.00% | Reduce -73.5% | 8,344 | $294K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -71.7% | 8,807 | $291K |
| Gryphon Financial Partners LLC | 0.05% | No change | 8,250 | $290K |
| Collective Family Office LLC | 0.09% | Reduce -20.0% | 8,000 | $282K |
| Independent Financial Group, LLC | 0.01% | New | 7,981 | $281K |
| VCI Wealth Management LLC | 0.19% | Reduce -23.9% | 7,919 | $279K |
| FWL Investment Management, LLC | 0.15% | Reduce -50.3% | 7,900 | $278K |
| Pathstone Holdings, LLC | 0.00% | Add +1.5% | 7,866 | $277K |
| Laurel Wealth Advisors LLC | 0.05% | Add +7.7% | 7,720 | $272K |
| Tiller Private Wealth, Inc. | 0.12% | Add +6.1% | 7,690 | $271K |
| Continuum Advisory, LLC | 0.04% | No change | 7,900 | $267K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.1% | 7,515 | $264K |
| Mitchell Sinkler & Starr | 0.07% | Reduce -85.9% | 7,500 | $264K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.2% | 7,466 | $263K |
| Bank of Montreal | 0.00% | Add +5.8% | 7,405 | $261K |
| Strategic Financial Concepts, LLC | 0.06% | New | 7,330 | $258K |
| Baird Financial Group, Inc. | 0.00% | Add +16.8% | 7,242 | $255K |
| Callan Capital, LLC | 0.02% | No change | 7,240 | $255K |
| Unionview, LLC | 0.21% | Add +0.1% | 7,209 | $254K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -69.0% | 7,127 | $251K |
| Sonora Investment Management Group, LLC | 0.02% | Add +5.7% | 7,091 | $250K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,540 | $248K |
| First Foundation Advisors | 0.01% | Add +0.0% | 7,022 | $247K |
| Seven Mile Advisory | 0.19% | No change | 7,000 | $246K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $245K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,972 | $245K |
| Cwm, LLC | 0.00% | No change | 6,971 | $245K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -7.6% | 6,914 | $243K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -11.1% | 6,906 | $243K |
| Commerce Bank | 0.00% | No change | 6,900 | $243K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 6,897 | $243K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 6,830 | $240K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.6% | 6,809 | $240K |
| World Investment Advisors | 0.03% | New | 6,770 | $238K |
| Mgo One Seven LLC | 0.01% | Reduce -2.4% | 6,712 | $236K |
| Brown Advisory Inc. | 0.00% | No change | 6,550 | $230K |
| Triangle Securities Wealth Management | 0.06% | Reduce -4.1% | 6,405 | $225K |
| Smith Salley Wealth Management | 0.02% | No change | 801 | $225K |
| Brighton Jones LLC | 0.01% | No change | 6,370 | $224K |
| Purus Wealth Management, LLC | 0.11% | Add +0.1% | 6,331 | $223K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $222K |
| Mainstay Capital Management LLC | 0.04% | No change | 6,250 | $220K |
| Northcape Wealth Management, LLC | 0.08% | New | 6,243 | $220K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,180 | $217K |
| Brookstone Capital Management | 0.00% | Reduce -6.4% | 6,084 | $214K |
| CW Advisors, LLC | 0.00% | Reduce -35.2% | 6,050 | $213K |
| NWF Advisory Services Inc. | 0.03% | New | 5,850 | $206K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.2% | 5,814 | $205K |
| Summit Wealth Partners, LLC | 0.04% | New | 5,799 | $204K |
| Headinvest, LLC | 0.04% | Reduce -16.4% | 5,767 | $203K |
| AllSquare Wealth Management LLC | 0.12% | No change | 5,750 | $202K |
| Moneco Advisors, LLC | 0.03% | Reduce -23.4% | 5,725 | $201K |
| Private Ocean, LLC | 0.02% | Add +0.1% | 5,677 | $200K |
| Main Street Group, LTD | 0.09% | No change | 5,453 | $192K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $189K |
| Elevation Wealth Partners, LLC | 0.09% | No change | 5,270 | $185K |
| Albion Financial Group | 0.01% | No change | 5,130 | $181K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,000 | $176K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,945 | $174K |
| Franklin Resources Inc. | 0.00% | Reduce -18.2% | 4,418 | $155K |
| Principal Securities, Inc. | 0.00% | Add +739.0% | 4,111 | $145K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -48.6% | 3,962 | $139K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,950 | $139K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 3,710 | $131K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 3,347 | $114K |
| US Bancorp \de | 0.00% | Add +20.3% | 3,216 | $113K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $107K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.4% | 2,710 | $95K |
| Signaturefd, LLC | 0.00% | Reduce -34.0% | 2,485 | $87K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,300 | $81K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $79K |
| Aspire Private Capital, LLC | 0.02% | Reduce -12.9% | 2,230 | $78K |
| Blue Trust, Inc. | 0.00% | Reduce -54.7% | 2,205 | $78K |
| Realta Investment Advisors | 0.01% | New | 2,000 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,992 | $70K |
| Balentine LLC | 0.00% | No change | 1,870 | $66K |
| Tyler-Stone Wealth Management | 0.03% | Reduce -5.3% | 1,770 | $62K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $62K |
| Annapolis Financial Services, LLC | 0.02% | No change | 1,681 | $59K |
| Global Retirement Partners, LLC | 0.00% | Reduce -34.1% | 1,541 | $54K |
| Global Assets Advisory, LLC | 0.03% | New | 1,385 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,300 | $46K |
| SRH Advisors, LLC | 0.01% | Add +142.2% | 1,211 | $43K |
| Caldwell Trust Co | 0.00% | No change | 1,150 | $40K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,040 | $37K |
| Spire Wealth Management | 0.00% | No change | 1,030 | $36K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,010 | $36K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,000 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 929 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $32K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 790 | $28K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 750 | $26K |
| Nemes Rush Group LLC | 0.00% | No change | 667 | $23K |
| Citadel Advisors | 0.00% | Reduce -98.4% | 620 | $22K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $21K |
| HM Payson & Co. | 0.00% | No change | 600 | $21K |
| First Manhattan Co. Llc. | 0.00% | No change | 560 | $20K |
| Arax Advisory Partners | 0.00% | No change | 522 | $18K |
| Tortoise Investment Management, LLC | 0.00% | No change | 520 | $18K |
| Assetmark, Inc. | 0.00% | New | 505 | $18K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | Add +0.2% | 501 | $17K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 420 | $15K |
| Allworth Financial LP | 0.00% | Add +334.8% | 387 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 340 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 286 | $10K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 270 | $10K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 260 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 250 | $9K |
| Ancora Advisors LLC | 0.00% | New | 211 | $7K |
| Kelly Financial Services LLC | 0.00% | No change | 194 | $7K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -91.6% | 184 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 170 | $6K |
| Avior Wealth Management, LLC | 0.00% | New | 145 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.8% | 144 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 110 | $4K |
| MTM Investment Management, LLC | 0.00% | New | 110 | $4K |
| Macroview Investment Management LLC | 0.00% | New | 108 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.3% | 100 | $4K |
| Castleview Partners, LLC | 0.00% | New | 94 | $3K |
| GAMMA Investing LLC | 0.00% | New | 70 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 70 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 50 | $2K |
| Armor Investment Advisors, LLC | 0.00% | New | 39 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 36 | $1K |
| NFSG Corp | 0.00% | No change | 30 | $1K |
| Glassman Wealth Services | 0.00% | No change | 18 | $633 |
"% of holder's portfolio" is RSPT's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.