Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q2 2024 (June 30)383holders +9
33new positions
29sold out
2famous investors
$36.51avg. 13F price*
At the end of Q2 2024, 383 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 9 from Q1 2024. 33 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($455.6M), Richard Bernstein Advisors LLC ($190.4M) and Ameriprise Financial Inc. ($173.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $22.3M |
| Exits | 29 | $33.9M |
All 13F filers, Q1 2024 → Q2 2024: 2,101,686 shares bought and 3,726,744 shares sold, net −1,625,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 383 holders
| Bank of America Corp. | 0.04% | Add +0.1% | 12,427,252 | $455.6M |
| Richard Bernstein Advisors LLC | 4.22% | Reduce -4.0% | 5,192,610 | $190.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -7.9% | 4,723,907 | $173.3M |
| Morgan Stanley | 0.01% | Reduce -4.3% | 2,625,480 | $96.3M |
| Wells Fargo & Company | 0.02% | Add +0.1% | 2,130,375 | $78.1M |
| Davis Investment Partners, LLC | 25.33% | Reduce -5.2% | 1,624,007 | $61.6M |
| UBS Group AG | 0.02% | Add +10.8% | 1,586,455 | $58.2M |
| LPL Financial LLC | 0.03% | Reduce -20.5% | 1,511,627 | $55.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.6% | 1,307,228 | $47.9M |
| Osaic Holdings, Inc. | 0.11% | Add +15.6% | 1,291,298 | $47.3M |
| Bouchey Financial Group, Ltd. | 4.43% | Add +0.4% | 1,273,006 | $46.7M |
| Royal Bank of Canada | 0.01% | Add +1.5% | 1,263,564 | $46.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.68% | No change | 980,000 | $35.9M |
| Baltimore-Washington Financial Advisors, Inc. | 2.11% | Add +5.8% | 974,496 | $35.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -14.4% | 900,387 | $33.0M |
| Captrust Financial Advisors | 0.10% | Add +1.2% | 863,620 | $31.7M |
| PGIM Custom Harvest LLC | 0.65% | Reduce -27.0% | 798,844 | $29.3M |
| Baker Avenue Asset Management, LP | 0.72% | Add +8.8% | 572,753 | $21.0M |
| TD Waterhouse Canada Inc. | 0.19% | Add +3.6% | 565,104 | $20.7M |
| EP Wealth Advisors, LLC | 0.19% | Add +5.5% | 498,458 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 498,115 | $18.3M |
| Graypoint LLC | 1.19% | Add +9.2% | 467,144 | $17.1M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.4% | 422,996 | $15.5M |
| Activest Wealth Management | 4.95% | Add +1.0% | 409,998 | $15.0M |
| StoneX Group Inc. | 1.18% | Add +9.3% | 401,694 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 397,697 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +12.4% | 377,805 | $13.8M |
| Raymond James & Associates | 0.01% | Add +3.5% | 357,881 | $13.1M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +3.7% | 327,653 | $12.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -5.8% | 307,828 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.9% | 284,234 | $10.4M |
| Mariner, LLC | 0.02% | Add +1.2% | 280,865 | $10.3M |
| Detalus Advisors, LLC | 3.49% | Add +3.3% | 277,711 | $10.2M |
| Chicago Wealth Management, Inc. | 5.66% | Add +3.5% | 268,445 | $9.8M |
| Destination Wealth Management | 0.32% | Reduce -5.5% | 267,610 | $9.8M |
| Cerity Partners LLC | 0.03% | Reduce -22.6% | 251,605 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 249,759 | $9.2M |
| Condor Capital Management | 0.86% | Reduce -1.6% | 245,738 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +0.2% | 234,256 | $8.6M |
| SignalPoint Asset Management, LLC | 2.22% | Reduce -0.7% | 226,825 | $8.3M |
| Phoenix Financial Ltd. | 0.12% | Reduce -56.2% | 215,290 | $7.9M |
| Walled Lake Planning & Wealth Management, LLC | 3.17% | Add +0.9% | 211,258 | $7.7M |
| Regal Investment Advisors LLC | 0.51% | Add +2.8% | 210,019 | $7.7M |
| FRG Family Wealth Advisors LLC | 1.48% | Reduce -1.5% | 225,245 | $7.6M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Reduce -0.4% | 202,055 | $7.4M |
| GTS Securities LLC | 0.15% | New | 197,024 | $7.2M |
| Smith Anglin Financial, LLC | 0.70% | Add +25.2% | 188,748 | $6.9M |
| Cascade Wealth Advisors, Inc | 5.02% | Reduce -23.8% | 189,976 | $6.8M |
| Joseph P. Lucia & Associates, LLC | 3.45% | Reduce -1.7% | 183,783 | $6.7M |
| Monument Capital Management | 1.97% | Add +20.1% | 182,666 | $6.7M |
| Treynor Bancshares, Inc. | 6.97% | Reduce -15.5% | 181,903 | $6.7M |
| Neville Rodie & Shaw Inc. | 0.49% | Add +4.1% | 174,651 | $6.4M |
| Sanctuary Advisors, LLC | 0.05% | — | 190,046 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.8% | 171,683 | $6.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -57.4% | 170,684 | $6.3M |
| Fifth Third Securities, Inc. | 0.55% | Add +0.1% | 162,748 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -7.4% | 160,148 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -6.9% | 158,710 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 153,615 | $5.6M |
| Cavalier Investments, LLC | 1.72% | No change | 152,430 | $5.6M |
| Lido Advisors, LLC | 0.05% | Add +0.1% | 152,384 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.9% | 145,953 | $5.4M |
| Sage Rhino Capital LLC | 1.27% | Reduce -1.7% | 144,506 | $5.3M |
| Raub Brock Capital Management LP | 1.15% | Add +1.0% | 143,500 | $5.3M |
| Islay Capital Management, LLC | 3.77% | Reduce -27.9% | 142,004 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -1.8% | 139,507 | $5.1M |
| Advisory Services Network, LLC | 0.11% | Add +0.8% | 139,419 | $5.1M |
| WMS Partners, LLC | 0.32% | Reduce -0.8% | 136,819 | $5.0M |
| Curi Capital, LLC | 0.12% | Reduce -0.4% | 131,934 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Add +70.7% | 130,173 | $4.8M |
| MBL Wealth, LLC | 0.53% | Add +5.2% | 128,445 | $4.7M |
| Yoder Wealth Management, Inc. | 2.96% | Add +1.6% | 124,612 | $4.6M |
| Park Avenue Securities LLC | 0.05% | Add +13.8% | 122,352 | $4.5M |
| Royal Fund Management, LLC | 0.57% | Add +1.5% | 115,889 | $4.3M |
| Laidlaw Wealth Management LLC | 2.31% | No change | 114,570 | $4.2M |
| Venture Visionary Partners LLC | 0.20% | Add +2.5% | 114,428 | $4.2M |
| Vista Investment Management | 1.53% | Add +8.3% | 103,381 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 101,392 | $3.7M |
| Redhawk Wealth Advisors, Inc. | 0.56% | Add +5.1% | 100,234 | $3.7M |
| Legacy Private Trust Co. | 0.26% | Add +12.3% | 98,740 | $3.6M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -2.1% | 94,703 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -0.5% | 95,299 | $3.5M |
| Hartford Financial Management Inc. | 0.74% | No change | 93,553 | $3.4M |
| Capital Market Strategies LLC | 2.17% | Add +4.2% | 93,176 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -8.1% | 90,002 | $3.3M |
| Walker Asset Management, LLC | 2.20% | Reduce -0.8% | 89,300 | $3.3M |
| Jmac Enterprises LLC | 0.51% | Add +1.2% | 79,643 | $2.9M |
| Capital Analysts, LLC | 0.13% | Reduce -5.2% | 78,924 | $2.9M |
| Transcend Capital Advisors, LLC | 0.21% | Add +0.1% | 78,136 | $2.9M |
| Essex Private Wealth Management, LLC | 7.23% | Add +12.4% | 77,552 | $2.8M |
| Halter Ferguson Financial Inc. | 2.01% | Reduce -4.7% | 77,028 | $2.8M |
| Kennicott Capital Management LLC | 1.16% | No change | 75,882 | $2.8M |
| Empirical Asset Management, LLC | 1.04% | Reduce -4.0% | 75,595 | $2.8M |
| Allen Capital Group, LLC | 0.39% | Reduce -0.7% | 74,748 | $2.7M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.7M |
| Biltmore Family Office, LLC | 0.50% | Reduce -4.7% | 74,172 | $2.7M |
| Moulton Wealth Management, Inc. | 2.46% | New | 72,266 | $2.7M |
| Focus Financial Network, Inc. | 0.12% | Reduce -0.4% | 72,255 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.7% | 72,811 | $2.7M |
| Apriem Advisors | 0.32% | Add +0.0% | 71,543 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.41% | Add +0.0% | 67,646 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +0.3% | 67,023 | $2.5M |
| Horizon Wealth Management, LLC | 0.57% | Reduce -0.9% | 65,058 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +55.9% | 64,549 | $2.4M |
| Quantinno Capital Management LP | 0.04% | Add +299.4% | 61,189 | $2.2M |
| Vishria Bird Financial Group, LLC | 0.91% | No change | 59,040 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +755.0% | 58,217 | $2.1M |
| DHJJ Financial Advisors, Ltd. | 0.90% | Add +1.8% | 58,157 | $2.1M |
| Valicenti Advisory Services Inc. | 0.57% | Reduce -21.0% | 57,908 | $2.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 56,500 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +7.3% | 53,673 | $2.0M |
| Creative Planning | 0.00% | Add +10.7% | 52,397 | $1.9M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -4.3% | 51,970 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.21% | Reduce -0.7% | 50,835 | $1.9M |
| HHM Wealth Advisors, LLC | 0.26% | Add +18.6% | 47,220 | $1.7M |
| Valley National Advisers Inc. | 0.26% | Add +4.2% | 46,879 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +2.3% | 46,543 | $1.7M |
| Country Club Bank | 0.12% | Reduce -1.5% | 46,480 | $1.7M |
| Secure Asset Management, LLC | 0.31% | New | 45,075 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -1.6% | 44,219 | $1.6M |
| Axiom Advisory, LLC | 0.02% | New | 46,620 | $1.6M |
| Clearstead Advisors, LLC | 0.03% | Add +30.9% | 44,100 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -16.8% | 44,005 | $1.6M |
| McGuire Investment Group, LLC | 0.23% | Reduce -0.3% | 43,893 | $1.6M |
| FMR LLC | 0.00% | Add +18.4% | 43,631 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +160.7% | 43,188 | $1.6M |
| Friedenthal Financial | 0.98% | Reduce -4.1% | 42,999 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -16.8% | 42,575 | $1.6M |
| American Financial Advisors, LLC | 0.22% | Reduce -12.6% | 42,482 | $1.6M |
| PFG Advisors | 0.10% | Reduce -9.2% | 42,062 | $1.5M |
| Citadel Advisors | 0.00% | Add +6661.8% | 41,923 | $1.5M |
| Comerica Bank | 0.01% | Add +0.7% | 40,398 | $1.5M |
| Prostatis Group LLC | 0.51% | Reduce -0.2% | 39,889 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +8.6% | 37,894 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | No change | 37,493 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -1.4% | 37,112 | $1.4M |
| Private Trust Co. NA | 0.14% | No change | 36,370 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.55% | Add +3.0% | 36,000 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -51.0% | 35,703 | $1.3M |
| Abbot Financial Management, Inc. | 0.69% | Reduce -0.6% | 35,258 | $1.3M |
| Optas, LLC | 0.33% | No change | 34,440 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.45% | Reduce -7.9% | 34,199 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.9% | 33,912 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.7% | 32,759 | $1.2M |
| Crane Advisory, LLC | 0.22% | No change | 31,040 | $1.2M |
| Melfa Wealth Management, Inc. | 0.80% | No change | 31,318 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -19.8% | 31,113 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -0.8% | 30,960 | $1.1M |
| BlackRock Inc. | 0.00% | Add +2.7% | 30,798 | $1.1M |
| Patten Group, Inc. | 0.27% | Add +5.8% | 30,769 | $1.1M |
| Allred Capital Management, LLC | 0.41% | Add +21.4% | 28,909 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +5.8% | 28,695 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.0% | 27,979 | $1.0M |
| Goldstein Advisors, LLC | 0.17% | Reduce -1.0% | 27,672 | $1.0M |
| Advisory Alpha, LLC | 0.04% | Reduce -3.6% | 26,404 | $968K |
| Flow Traders U.S. LLC | 0.05% | New | 26,239 | $962K |
| Wealth Management Associates, Inc. | 0.45% | No change | 26,089 | $956K |
| Davis R M Inc. | 0.02% | New | 25,930 | $951K |
| Atlas Capital Advisors Inc. | 0.12% | Add +0.0% | 25,611 | $939K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +47.5% | 25,299 | $927K |
| BigSur Wealth Management LLC | 0.28% | No change | 25,000 | $917K |
| Interchange Capital Partners, LLC | 0.32% | Add +2.8% | 23,427 | $859K |
| Fca Corp. | 0.27% | Add +1.7% | 23,030 | $844K |
| Equitable Holdings, Inc. | 0.01% | Add +40.0% | 22,763 | $834K |
| Ehrlich Financial Group | 0.65% | Reduce -6.9% | 22,426 | $822K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.1% | 22,039 | $808K |
| Rockport Wealth LLC | 0.34% | Add +4.8% | 21,854 | $801K |
| Pacific Sun Financial Corp | 0.47% | No change | 21,630 | $793K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.8% | 21,464 | $787K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 21,000 | $770K |
| Hilltop Partners LLC | 0.28% | Reduce -6.9% | 20,815 | $763K |
| Patron Partners, LLC | 0.44% | Add +0.1% | 20,501 | $752K |
| Jaffetilchin Investment Partners, LLC | 0.06% | New | 19,840 | $727K |
| Summit Place Financial Advisors, LLC | 0.43% | Reduce -4.0% | 19,650 | $720K |
| Choreo, LLC | 0.01% | Add +9.2% | 19,325 | $707K |
| Capital Wealth Alliance, LLC | 0.40% | Reduce -2.1% | 19,130 | $701K |
| Kovack Advisors, Inc. | 0.07% | New | 18,570 | $681K |
| &partners | 0.03% | New | 18,333 | $672K |
| Berger Financial Group, Inc | 0.05% | No change | 18,313 | $671K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.4% | 17,531 | $657K |
| SFE Investment Counsel | 0.15% | Reduce -4.5% | 17,880 | $655K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.1% | 17,619 | $645K |
| Oak Hill Wealth Advisors, LLC | 0.19% | — | 17,300 | $634K |
| Kapstone Financial Advisors LLC | 0.42% | No change | 17,280 | $633K |
| Fisher Asset Management | 0.00% | Add +42.9% | 17,054 | $625K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 16,761 | $614K |
| Carnegie Investment Counsel | 0.02% | Add +4.5% | 16,645 | $610K |
| IFP Advisors, Inc | 0.02% | No change | 16,350 | $599K |
| Cary Street Partners Asset Management LLC | 0.09% | Add +0.3% | 16,287 | $597K |
| Kaizen Financial Strategies | 0.37% | No change | 16,600 | $594K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -0.6% | 16,030 | $588K |
| HB Wealth Management, LLC | 0.01% | Add +0.0% | 15,868 | $582K |
| Citigroup Inc. | 0.00% | Add +9.0% | 15,644 | $574K |
| Trinity Financial Advisors LLC | 0.26% | New | 15,550 | $570K |
| MAI Capital Management | 0.01% | Add +0.0% | 15,294 | $561K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 15,000 | $550K |
| FineMark National Bank & Trust | 0.02% | New | 14,686 | $538K |
| Mission Wealth Management, LP | 0.01% | No change | 14,500 | $532K |
| Kaydan Wealth Management, Inc. | 0.19% | Reduce -8.3% | 14,261 | $523K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.4% | 14,195 | $520K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -21.8% | 14,137 | $518K |
| Kathmere Capital Management, LLC | 0.05% | No change | 14,000 | $513K |
| Acorn Wealth Advisors, LLC | 0.25% | Add +0.1% | 13,980 | $513K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.6% | 13,634 | $500K |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 13,579 | $498K |
| Calamos Wealth Management LLC | 0.03% | No change | 13,270 | $486K |
| HBW Advisory Services LLC | 0.08% | Reduce -34.5% | 12,982 | $476K |
| Castle Wealth Management LLC | 0.22% | Add +0.0% | 12,601 | $462K |
| Verus Capital Partners, LLC | 0.05% | Add +5.6% | 12,195 | $447K |
| VCI Wealth Management LLC | 0.22% | Add +51.7% | 12,010 | $440K |
| NorthRock Partners, LLC | 0.02% | Reduce -7.2% | 11,798 | $433K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $423K |
| Rovin Capital /Ut/ | 0.18% | Reduce -11.7% | 11,494 | $421K |
| Cwm, LLC | 0.00% | Add +64.8% | 11,491 | $421K |
| TrinityPoint Wealth, LLC | 0.07% | Add +3.3% | 11,355 | $416K |
| Veltria Advisors Corp. | 0.15% | Add +3.1% | 11,138 | $408K |
| Addison Advisors LLC | 0.13% | Reduce -12.4% | 11,010 | $404K |
| Haverford Trust Co | 0.00% | No change | 11,000 | $403K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,921 | $400K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 10,884 | $399K |
| First National Trust Co | 0.02% | No change | 10,840 | $397K |
| Zhang Financial LLC | 0.03% | No change | 10,680 | $392K |
| Greenleaf Trust | 0.00% | No change | 10,600 | $389K |
| Y.D. More Investments Ltd | 0.04% | No change | 10,500 | $385K |
| Hilltop Holdings Inc. | 0.04% | Reduce -3.0% | 10,110 | $371K |
| Central Bank & Trust Co. | 0.05% | New | 10,047 | $368K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 10,050 | $368K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $367K |
| Williamson Legacy Group, LLC | 0.27% | New | 9,790 | $359K |
| Capital Advisors Inc. | 0.01% | Reduce -2.3% | 9,697 | $356K |
| Old Mission Capital LLC | 0.01% | New | 9,615 | $352K |
| Hoylecohen, LLC | 0.03% | Reduce -4.2% | 9,601 | $352K |
| Sage Capital Management, LLC | 0.18% | Add +0.1% | 9,598 | $352K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 9,585 | $351K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.3% | 9,508 | $349K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.1% | 9,357 | $343K |
| Crescent Sterling, Ltd. | 0.32% | Add +0.7% | 9,106 | $334K |
| Dakota Wealth Management | 0.01% | Reduce -7.8% | 9,048 | $332K |
| PFG Investments, LLC | 0.02% | Add +0.0% | 8,955 | $328K |
| Oak Harvest Investment Services | 0.05% | Add +0.0% | 8,884 | $326K |
| Aurora Private Wealth, Inc. | 0.28% | Add +0.1% | 8,873 | $325K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 8,840 | $324K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.6% | 8,829 | $324K |
| Deutsche Bank AG | 0.00% | Reduce -6.5% | 8,803 | $323K |
| AE Wealth Management LLC | 0.00% | Add +4.4% | 8,710 | $319K |
| Beck Capital Management, LLC | 0.09% | Reduce -13.8% | 8,670 | $318K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -4.0% | 8,480 | $311K |
| Independent Financial Group, LLC | 0.01% | Add +4.1% | 8,310 | $305K |
| Gryphon Financial Partners LLC | 0.05% | No change | 8,250 | $302K |
| Brandywine Oak Private Wealth LLC | 0.03% | Reduce -5.3% | 8,248 | $302K |
| Collective Family Office LLC | 0.09% | No change | 8,000 | $293K |
| Flputnam Investment Management Co. | 0.01% | Reduce -23.1% | 7,940 | $291K |
| SVB Wealth LLC | 0.01% | Reduce -41.5% | 7,885 | $289K |
| Sigma Planning Corp | 0.01% | Reduce -6.2% | 7,843 | $288K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.4% | 7,752 | $284K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +3.2% | 7,707 | $283K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 7,690 | $282K |
| Mitchell Sinkler & Starr | 0.07% | No change | 7,500 | $278K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.0% | 7,543 | $277K |
| Venturi Wealth Management, LLC | 0.02% | Add +28.2% | 7,456 | $273K |
| Bank of Montreal | 0.00% | Reduce -0.7% | 7,355 | $270K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -6.5% | 7,220 | $265K |
| Arbor Investment Advisors, LLC | 0.04% | Add +4.4% | 7,218 | $265K |
| Unionview, LLC | 0.22% | Add +0.1% | 7,217 | $265K |
| Seven Mile Advisory | 0.19% | No change | 7,000 | $257K |
| Bramshill Investments, LLC | 0.03% | New | 7,000 | $257K |
| Sax Wealth Advisors, LLC | 0.02% | New | 6,998 | $257K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $256K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,972 | $256K |
| Commerce Bank | 0.00% | No change | 6,900 | $253K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 6,830 | $250K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 7,091 | $250K |
| World Investment Advisors | 0.02% | No change | 6,770 | $248K |
| Sebold Capital Management, Inc. | 0.17% | New | 6,757 | $248K |
| Mgo One Seven LLC | 0.01% | No change | 6,712 | $246K |
| Avaii Wealth Management, LLC | 0.13% | Reduce -8.1% | 6,553 | $240K |
| Centaurus Financial, Inc. | 0.02% | New | 6,544 | $240K |
| CW Advisors, LLC | 0.00% | Add +6.3% | 6,430 | $236K |
| Triangle Securities Wealth Management | 0.07% | No change | 6,405 | $235K |
| Brighton Jones LLC | 0.01% | No change | 6,370 | $234K |
| Purus Wealth Management, LLC | 0.10% | No change | 6,331 | $232K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $231K |
| Mainstay Capital Management LLC | 0.04% | No change | 6,250 | $229K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.8% | 6,242 | $229K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,181 | $227K |
| Principal Securities, Inc. | 0.01% | Add +50.0% | 6,166 | $226K |
| Smith Salley Wealth Management | 0.02% | No change | 801 | $225K |
| Carmichael Hill & Associates, Inc. | 0.09% | Reduce -34.5% | 6,061 | $222K |
| New Wave Wealth Advisors LLC | 0.12% | — | 6,022 | $221K |
| Lazari Capital Management, Inc. | 0.10% | New | 5,890 | $216K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,850 | $214K |
| Summit Wealth Partners, LLC | 0.04% | Add +0.1% | 5,803 | $213K |
| Brown Advisory Inc. | 0.00% | Reduce -11.8% | 5,777 | $212K |
| AllSquare Wealth Management LLC | 0.13% | No change | 5,750 | $211K |
| Northcape Wealth Management, LLC | 0.08% | Reduce -8.3% | 5,728 | $210K |
| Private Ocean, LLC | 0.02% | Add +0.1% | 5,684 | $208K |
| Williams & Novak, LLC | 0.19% | New | 5,570 | $204K |
| Main Street Group, LTD | 0.09% | No change | 5,453 | $200K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $196K |
| Jones Financial Companies LLLP | 0.00% | New | 5,335 | $196K |
| Elevation Wealth Partners, LLC | 0.09% | No change | 5,270 | $193K |
| Albion Financial Group | 0.01% | No change | 5,130 | $188K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,000 | $183K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,986 | $183K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,951 | $182K |
| Harbour Investments, Inc. | 0.01% | Add +73.8% | 4,710 | $173K |
| Franklin Resources Inc. | 0.00% | No change | 4,418 | $162K |
| US Bancorp \de | 0.00% | Add +26.0% | 4,051 | $148K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $147K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,950 | $145K |
| FWL Investment Management, LLC | 0.07% | Reduce -50.6% | 3,900 | $143K |
| Continuum Advisory, LLC | 0.02% | Reduce -50.6% | 3,900 | $143K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,710 | $136K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.7% | 3,379 | $124K |
| National Bank of Canada | 0.00% | No change | 3,347 | $123K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $111K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,487 | $91K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,300 | $84K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $82K |
| Aspire Private Capital, LLC | 0.02% | No change | 2,230 | $82K |
| Blue Trust, Inc. | 0.00% | No change | 2,205 | $78K |
| Realta Investment Advisors | 0.01% | No change | 2,000 | $73K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,992 | $73K |
| Balentine LLC | 0.00% | No change | 1,870 | $69K |
| Tyler-Stone Wealth Management | 0.03% | No change | 1,770 | $65K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Add +1486.4% | 1,745 | $64K |
| Annapolis Financial Services, LLC | 0.02% | No change | 1,681 | $62K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,543 | $57K |
| Mather Group, Llc. | 0.00% | New | 1,350 | $48K |
| SRH Advisors, LLC | 0.01% | No change | 1,211 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,040 | $38K |
| Spire Wealth Management | 0.00% | No change | 1,030 | $38K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,010 | $37K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,000 | $37K |
| Caldwell Trust Co | 0.00% | Reduce -17.4% | 950 | $35K |
| Lanark Financial, Inc. | 0.00% | Add +0.2% | 931 | $34K |
| Kimelman & Baird, LLC | 0.00% | — | 910 | $33K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +794.0% | 894 | $33K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 790 | $29K |
| International Assets Investment Management, LLC | 0.00% | New | 731 | $27K |
| Nemes Rush Group LLC | 0.00% | No change | 667 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 640 | $23K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $22K |
| HM Payson & Co. | 0.00% | No change | 600 | $22K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 523 | $19K |
| Tortoise Investment Management, LLC | 0.00% | No change | 520 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +68.5% | 482 | $18K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 501 | $17K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 420 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 393 | $14K |
| Allworth Financial LP | 0.00% | No change | 387 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -28.7% | 360 | $13K |
| Larson Financial Group LLC | 0.00% | New | 340 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 340 | $12K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 270 | $10K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 260 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 250 | $9K |
| Macroview Investment Management LLC | 0.01% | Add +99.1% | 215 | $8K |
| Ancora Advisors LLC | 0.00% | Add +0.5% | 212 | $8K |
| Strategic Financial Concepts, LLC | 0.00% | Add +3520.6% | 265,390 | $7K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 202 | $7K |
| Kelly Financial Services LLC | 0.00% | Add +0.5% | 195 | $7K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 184 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $7K |
| Asset Dedication, LLC | 0.00% | New | 173 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 170 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 145 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 144 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 94 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 70 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 50 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 36 | $1K |
| NFSG Corp | 0.00% | No change | 30 | $1K |
| Armor Investment Advisors, LLC | 0.00% | Reduce -64.1% | 14 | $513 |
| Advisor Resource Council | 0.00% | New | 11,293 | $414 |
| North Star Investment Management Corp. | 0.00% | New | 1 | $37 |
"% 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.