Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q3 2024 (September 30)369holders −14
25new positions
36sold out
3famous investors
$37.67avg. 13F price*
At the end of Q3 2024, 369 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, down 14 from Q2 2024. 25 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($170.4M), Morgan Stanley ($101.2M) and Wells Fargo & Company ($79.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $8.3M |
| Exits | 36 | $22.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,544,532 shares bought and 21,550,848 shares sold, net −20,006,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Bank of America Corp. | 0.01% | Reduce -63.6% | 4,520,140 | $170.4M |
| Morgan Stanley | 0.01% | Add +2.3% | 2,685,568 | $101.2M |
| Wells Fargo & Company | 0.02% | Reduce -1.0% | 2,108,896 | $79.5M |
| UBS Group AG | 0.02% | Add +8.5% | 1,721,563 | $64.9M |
| Davis Investment Partners, LLC | 24.49% | Reduce -3.3% | 1,570,098 | $58.4M |
| LPL Financial LLC | 0.02% | Reduce -5.9% | 1,422,967 | $53.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -1.4% | 1,273,328 | $48.0M |
| Bouchey Financial Group, Ltd. | 3.77% | Reduce -12.1% | 1,119,616 | $42.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.70% | Add +9.3% | 1,071,300 | $40.4M |
| Royal Bank of Canada | 0.01% | Reduce -16.1% | 1,059,813 | $40.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.12% | Add +5.8% | 1,031,015 | $38.9M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -1.4% | 887,293 | $33.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -81.7% | 863,661 | $32.5M |
| Captrust Financial Advisors | 0.09% | Reduce -2.9% | 838,774 | $31.6M |
| PGIM Custom Harvest LLC | 0.57% | Reduce -7.3% | 740,668 | $27.9M |
| TD Waterhouse Canada Inc. | 0.19% | Add +11.9% | 632,398 | $23.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -53.8% | 603,807 | $22.8M |
| Baker Avenue Asset Management, LP | 0.61% | Reduce -11.3% | 507,948 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 486,572 | $18.3M |
| Graypoint LLC | 1.12% | Reduce -1.3% | 461,287 | $17.4M |
| Raymond James & Associates | 0.01% | Add +18.4% | 423,904 | $16.0M |
| StoneX Group Inc. | 1.16% | Add +5.3% | 422,771 | $15.9M |
| Activest Wealth Management | 4.63% | Reduce -3.1% | 397,318 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 390,394 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -10.8% | 377,129 | $14.2M |
| BNP Paribas Financial Markets | 0.01% | Add +99.6% | 340,684 | $12.8M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +0.6% | 329,594 | $12.4M |
| Private Advisor Group, LLC | 0.07% | Add +3.1% | 317,460 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.4% | 293,913 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.8% | 286,304 | $10.8M |
| Detalus Advisors, LLC | 3.48% | Add +0.1% | 277,893 | $10.5M |
| Chicago Wealth Management, Inc. | 5.43% | Add +0.5% | 269,855 | $10.2M |
| Destination Wealth Management | 0.31% | Reduce -1.1% | 264,540 | $10.0M |
| Cerity Partners LLC | 0.02% | Add +4.5% | 263,000 | $9.9M |
| Condor Capital Management | 0.84% | Add +0.7% | 247,421 | $9.3M |
| Mariner, LLC | 0.02% | Reduce -12.7% | 245,231 | $9.2M |
| Treynor Bancshares, Inc. | 9.14% | Add +30.1% | 236,753 | $8.9M |
| SignalPoint Asset Management, LLC | 2.02% | Add +0.7% | 228,406 | $8.6M |
| FRG Family Wealth Advisors LLC | 1.52% | No change | 225,245 | $8.5M |
| Walled Lake Planning & Wealth Management, LLC | 2.98% | Reduce -0.3% | 210,654 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +39.2% | 203,112 | $7.7M |
| Stifel Financial Corp. | 0.01% | Reduce -21.1% | 197,114 | $7.4M |
| Smith Anglin Financial, LLC | 0.69% | Add +1.0% | 190,701 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -49.7% | 190,179 | $7.2M |
| Cascade Wealth Advisors, Inc | 4.91% | Reduce -4.0% | 182,427 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 3.05% | Reduce -4.4% | 175,652 | $6.6M |
| Phoenix Financial Ltd. | 0.10% | Reduce -19.5% | 173,290 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +5.9% | 168,088 | $6.3M |
| Neville Rodie & Shaw Inc. | 0.44% | Reduce -9.6% | 157,809 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +2.3% | 157,067 | $5.9M |
| Cavalier Investments, LLC | 1.76% | No change | 152,430 | $5.7M |
| GTS Securities LLC | 0.11% | Reduce -23.7% | 150,325 | $5.7M |
| Islay Capital Management, LLC | 3.75% | Add +3.6% | 147,147 | $5.5M |
| Sage Rhino Capital LLC | 1.21% | Reduce -0.1% | 144,335 | $5.4M |
| Raub Brock Capital Management LP | 1.10% | Add +0.3% | 143,957 | $5.4M |
| Lido Advisors, LLC | 0.04% | Reduce -6.8% | 141,966 | $5.4M |
| Advisory Services Network, LLC | 0.11% | No change | 139,419 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -42.3% | 135,267 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +3.2% | 134,387 | $5.1M |
| Yoder Wealth Management, Inc. | 2.97% | Add +5.3% | 131,215 | $4.9M |
| WMS Partners, LLC | 0.28% | Reduce -4.6% | 130,555 | $4.9M |
| Venture Visionary Partners LLC | 0.21% | Add +10.1% | 125,981 | $4.7M |
| Legacy Private Trust Co. | 0.32% | Add +27.1% | 125,548 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -11.1% | 124,050 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -23.3% | 122,898 | $4.6M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -28.5% | 116,325 | $4.4M |
| Laidlaw Wealth Management LLC | 2.14% | No change | 114,570 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +72.4% | 111,255 | $4.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -9.2% | 111,137 | $4.2M |
| Vista Investment Management | 1.47% | Add +0.3% | 103,652 | $3.9M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Add +1.2% | 101,463 | $3.8M |
| Stephens Inc. | 0.05% | Reduce -1.4% | 93,979 | $3.5M |
| Hartford Financial Management Inc. | 0.72% | No change | 93,553 | $3.5M |
| Capital Market Strategies LLC | 2.13% | Add +0.1% | 93,288 | $3.5M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -2.3% | 92,508 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -54.5% | 91,933 | $3.5M |
| MBL Wealth, LLC | 0.37% | Reduce -28.7% | 91,576 | $3.5M |
| Walker Asset Management, LLC | 2.01% | Reduce -3.6% | 86,065 | $3.2M |
| Jmac Enterprises LLC | 0.48% | Add +0.9% | 80,393 | $3.0M |
| Essex Private Wealth Management, LLC | 6.84% | Reduce -0.6% | 77,089 | $2.9M |
| Halter Ferguson Financial Inc. | 1.62% | Reduce -1.5% | 75,896 | $2.9M |
| Kennicott Capital Management LLC | 1.10% | No change | 75,882 | $2.9M |
| Empirical Asset Management, LLC | 1.01% | Reduce -0.7% | 75,040 | $2.8M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.8M |
| Creative Planning | 0.00% | Add +40.9% | 73,833 | $2.8M |
| Allen Capital Group, LLC | 0.35% | Reduce -1.7% | 73,446 | $2.8M |
| Biltmore Family Office, LLC | 0.47% | Reduce -2.5% | 72,289 | $2.7M |
| Apriem Advisors | 0.32% | Add +0.0% | 71,544 | $2.7M |
| Regal Investment Advisors LLC | 0.18% | Reduce -66.9% | 69,431 | $2.6M |
| Quantinno Capital Management LP | 0.03% | Add +11.1% | 67,972 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.1% | 67,651 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.38% | Reduce -1.1% | 66,923 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Reduce -9.2% | 65,610 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -69.0% | 58,840 | $2.3M |
| Fortis Advisors, LLC | 1.46% | New | 59,710 | $2.3M |
| Valicenti Advisory Services Inc. | 0.58% | Add +2.7% | 59,481 | $2.2M |
| Vishria Bird Financial Group, LLC | 0.84% | No change | 59,040 | $2.2M |
| DHJJ Financial Advisors, Ltd. | 0.87% | Add +0.6% | 58,510 | $2.2M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -1.8% | 51,030 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +0.0% | 50,838 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +12.4% | 47,861 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Add +11.3% | 49,107 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +880.9% | 48,907 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +4.4% | 48,597 | $1.8M |
| HHM Wealth Advisors, LLC | 0.25% | No change | 47,220 | $1.8M |
| Valley National Advisers Inc. | 0.32% | No change | 46,879 | $1.8M |
| FMR LLC | 0.00% | Add +5.2% | 45,912 | $1.7M |
| Axiom Advisory, LLC | 0.02% | Add +1.6% | 47,360 | $1.7M |
| Secure Asset Management, LLC | 0.29% | Add +0.1% | 45,102 | $1.7M |
| Country Club Bank | 0.11% | Reduce -3.2% | 44,985 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -0.2% | 44,138 | $1.7M |
| McGuire Investment Group, LLC | 0.23% | Reduce -0.3% | 43,769 | $1.7M |
| Friedenthal Financial | 0.96% | Add +1.2% | 43,528 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +213.1% | 42,509 | $1.6M |
| Comerica Bank | 0.01% | Add +4.3% | 42,133 | $1.6M |
| Monument Capital Management | 0.43% | Reduce -77.3% | 41,445 | $1.6M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -6.3% | 41,242 | $1.6M |
| Moulton Wealth Management, Inc. | 1.28% | Reduce -43.5% | 40,858 | $1.5M |
| Prostatis Group LLC | 0.49% | Reduce -0.1% | 39,849 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -25.8% | 39,821 | $1.5M |
| American Financial Advisors, LLC | 0.20% | Reduce -6.7% | 39,623 | $1.5M |
| Patten Group, Inc. | 0.33% | Add +26.6% | 38,943 | $1.5M |
| Royal Fund Management, LLC | 0.10% | Reduce -66.5% | 38,766 | $1.5M |
| Abbot Financial Management, Inc. | 0.72% | Add +7.8% | 38,008 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -44.0% | 37,563 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | No change | 37,493 | $1.4M |
| Private Trust Co. NA | 0.14% | No change | 36,370 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.51% | Reduce -0.9% | 35,662 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -1.8% | 35,046 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Reduce -7.0% | 34,500 | $1.3M |
| PFG Advisors | 0.08% | Reduce -18.5% | 34,293 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -66.6% | 33,823 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 33,792 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Add +412.4% | 33,534 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -62.9% | 33,365 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.42% | Reduce -5.9% | 32,190 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.8% | 33,344 | $1.2M |
| Allred Capital Management, LLC | 0.48% | Add +12.9% | 32,639 | $1.2M |
| Optas, LLC | 0.28% | Reduce -6.2% | 32,309 | $1.2M |
| Rockport Wealth LLC | 0.32% | Add +46.8% | 32,088 | $1.2M |
| Melfa Wealth Management, Inc. | 0.78% | No change | 31,318 | $1.2M |
| Crane Advisory, LLC | 0.21% | No change | 31,040 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -0.2% | 30,910 | $1.2M |
| &partners | 0.02% | Add +68.1% | 30,813 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.2% | 30,440 | $1.1M |
| BigSur Wealth Management LLC | 0.31% | Add +20.0% | 30,000 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +3254.6% | 29,990 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.0% | 28,685 | $1.1M |
| Renaissance Technologies | 0.00% | New | 28,400 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 27,980 | $1.1M |
| Goldstein Advisors, LLC | 0.16% | Reduce -0.1% | 27,657 | $1.0M |
| Wealth Management Associates, Inc. | 0.44% | Add +2.8% | 26,816 | $1.0M |
| Advisory Alpha, LLC | 0.04% | Reduce -0.0% | 26,402 | $995K |
| Atlas Capital Advisors Inc. | 0.15% | Add +3.1% | 26,395 | $995K |
| Davis R M Inc. | 0.02% | No change | 25,930 | $978K |
| LVZ, Inc. | 0.12% | New | 24,719 | $932K |
| Fca Corp. | 0.28% | Add +4.3% | 24,030 | $906K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -99.5% | 23,622 | $891K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -5.8% | 23,843 | $890K |
| Equitable Holdings, Inc. | 0.01% | Add +2.7% | 23,384 | $882K |
| Pacific Sun Financial Corp | 0.45% | No change | 21,630 | $815K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 21,000 | $792K |
| Citadel Advisors | 0.00% | Reduce -50.0% | 20,973 | $791K |
| MAI Capital Management | 0.01% | Add +34.0% | 20,494 | $773K |
| Hilltop Partners LLC | 0.26% | Reduce -1.7% | 20,462 | $771K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.0% | 20,336 | $767K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.7% | 19,814 | $747K |
| Kovack Advisors, Inc. | 0.07% | No change | 18,570 | $700K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -51.9% | 18,247 | $688K |
| Summit Place Financial Advisors, LLC | 0.38% | Reduce -8.7% | 17,950 | $677K |
| Carnegie Investment Counsel | 0.02% | Add +6.2% | 17,672 | $666K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.1% | 17,627 | $664K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -96.5% | 17,423 | $657K |
| Kapstone Financial Advisors LLC | 0.40% | No change | 17,280 | $653K |
| SFE Investment Counsel | 0.13% | Reduce -4.5% | 17,067 | $643K |
| Berger Financial Group, Inc | 0.05% | Reduce -7.9% | 16,863 | $636K |
| Choreo, LLC | 0.01% | Reduce -11.6% | 17,076 | $630K |
| Kaizen Financial Strategies | 0.36% | No change | 16,600 | $626K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +72.6% | 16,408 | $619K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 16,000 | $603K |
| HB Wealth Management, LLC | 0.01% | Add +0.0% | 15,873 | $598K |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 15,624 | $589K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -2.8% | 15,580 | $587K |
| First Trust Direct Indexing L.P. | 0.03% | New | 15,260 | $575K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 15,000 | $566K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.6% | 14,927 | $563K |
| Acorn Wealth Advisors, LLC | 0.24% | Add +4.2% | 14,560 | $549K |
| Mission Wealth Management, LP | 0.01% | No change | 14,500 | $547K |
| D.A. Davidson & Co. | 0.00% | Add +1.7% | 14,435 | $544K |
| Jones Financial Companies LLLP | 0.00% | Add +170.0% | 14,404 | $544K |
| IFP Advisors, Inc | 0.02% | Reduce -12.2% | 14,350 | $541K |
| Capital Wealth Alliance, LLC | 0.31% | Reduce -25.4% | 14,274 | $538K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 14,261 | $538K |
| FineMark National Bank & Trust | 0.02% | Reduce -4.3% | 14,060 | $530K |
| Kathmere Capital Management, LLC | 0.05% | No change | 14,000 | $528K |
| Fisher Asset Management | 0.00% | Reduce -18.1% | 13,964 | $526K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -38.4% | 13,583 | $512K |
| Old Mission Capital LLC | 0.01% | Add +38.4% | 13,307 | $502K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.5% | 13,299 | $501K |
| Calamos Wealth Management LLC | 0.03% | No change | 13,270 | $500K |
| Blackston Financial Advisory Group, LLC | 0.26% | New | 13,190 | $497K |
| TCFG Wealth Management, LLC | 0.24% | — | 12,726 | $480K |
| Castle Wealth Management LLC | 0.19% | No change | 12,601 | $475K |
| Pure Portfolios Holdings LLC | 0.18% | — | 12,340 | $465K |
| Verus Capital Partners, LLC | 0.05% | Add +0.9% | 12,310 | $464K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.7% | 11,598 | $437K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $435K |
| Beck Capital Management, LLC | 0.11% | Add +30.0% | 11,272 | $425K |
| Williamson Legacy Group, LLC | 0.28% | Add +15.1% | 11,263 | $425K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,921 | $412K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 10,896 | $411K |
| Sax Wealth Advisors, LLC | 0.04% | Add +55.3% | 10,865 | $410K |
| Rovin Capital /Ut/ | 0.15% | Reduce -5.7% | 10,841 | $409K |
| First National Trust Co | 0.02% | No change | 10,840 | $409K |
| Zhang Financial LLC | 0.03% | No change | 10,680 | $403K |
| Addison Advisors LLC | 0.11% | Reduce -4.2% | 10,545 | $398K |
| Y.D. More Investments Ltd | 0.04% | No change | 10,500 | $396K |
| Cwm, LLC | 0.00% | Reduce -8.9% | 10,471 | $395K |
| HBW Advisory Services LLC | 0.06% | Reduce -21.9% | 10,134 | $382K |
| Hilltop Holdings Inc. | 0.02% | No change | 10,110 | $381K |
| Mitchell Sinkler & Starr | 0.10% | Add +34.7% | 10,100 | $381K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 10,050 | $379K |
| Central Bank & Trust Co. | 0.05% | No change | 10,047 | $379K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $377K |
| Focus Partners Wealth | 0.00% | New | 9,981 | $376K |
| VCI Wealth Management LLC | 0.16% | Reduce -19.2% | 9,708 | $366K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $366K |
| Sage Capital Management, LLC | 0.17% | Add +0.1% | 9,608 | $362K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -2.5% | 9,350 | $352K |
| Crescent Sterling, Ltd. | 0.33% | Add +1.8% | 9,274 | $350K |
| Dakota Wealth Management | 0.01% | No change | 9,048 | $341K |
| PFG Investments, LLC | 0.02% | Add +0.0% | 8,956 | $338K |
| Aurora Private Wealth, Inc. | 0.26% | Add +0.0% | 8,876 | $335K |
| Oak Harvest Investment Services | 0.05% | Add +0.0% | 8,885 | $335K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 8,840 | $333K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,829 | $333K |
| Independent Financial Group, LLC | 0.01% | Add +3.4% | 8,588 | $324K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $320K |
| AE Wealth Management LLC | 0.00% | Reduce -4.2% | 8,342 | $314K |
| Gryphon Financial Partners LLC | 0.04% | No change | 8,250 | $311K |
| Collective Family Office LLC | 0.08% | No change | 8,000 | $302K |
| Flputnam Investment Management Co. | 0.01% | No change | 7,940 | $299K |
| Deutsche Bank AG | 0.00% | Reduce -10.7% | 7,863 | $296K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 7,753 | $292K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 7,690 | $290K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -97.1% | 7,634 | $288K |
| Bank of Montreal | 0.00% | No change | 7,355 | $278K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.4% | 7,366 | $278K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.5% | 7,279 | $274K |
| Unionview, LLC | 0.21% | Add +0.1% | 7,225 | $272K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 7,220 | $272K |
| Lazari Capital Management, Inc. | 0.12% | Add +21.9% | 7,177 | $271K |
| Greenleaf Trust | 0.00% | Reduce -33.0% | 7,100 | $268K |
| Seven Mile Advisory | 0.17% | No change | 7,000 | $264K |
| Bramshill Investments, LLC | 0.03% | No change | 7,000 | $264K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $263K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,972 | $263K |
| Commerce Bank | 0.00% | No change | 6,900 | $260K |
| Arbor Investment Advisors, LLC | 0.03% | Reduce -4.4% | 6,898 | $260K |
| World Investment Advisors | 0.01% | No change | 6,770 | $255K |
| Sebold Capital Management, Inc. | 0.17% | No change | 6,757 | $255K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.6% | 6,657 | $251K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,567 | $248K |
| Brown Advisory Inc. | 0.00% | Add +13.0% | 6,527 | $246K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -4.8% | 6,500 | $245K |
| CW Advisors, LLC | 0.00% | No change | 6,430 | $242K |
| Lodestar Private Asset Management LLC | 0.03% | New | 6,364 | $240K |
| Sigma Planning Corp | 0.01% | Reduce -19.1% | 6,348 | $239K |
| Purus Wealth Management, LLC | 0.10% | No change | 6,331 | $239K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $238K |
| Meridian Wealth Management, LLC | 0.01% | New | 6,274 | $237K |
| Principal Securities, Inc. | 0.01% | Add +1.6% | 6,266 | $236K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -5.0% | 6,223 | $235K |
| Mgo One Seven LLC | 0.01% | Reduce -7.5% | 6,212 | $234K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,183 | $233K |
| IFG Advisors, LLC | 0.05% | New | 6,024 | $227K |
| New Wave Wealth Advisors LLC | 0.10% | Reduce -0.1% | 6,015 | $227K |
| Heritage Oak Wealth Advisors LLC | 0.10% | New | 6,015 | $227K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,850 | $221K |
| Summit Wealth Partners, LLC | 0.04% | Add +0.1% | 5,807 | $219K |
| AllSquare Wealth Management LLC | 0.12% | No change | 5,750 | $217K |
| Carmichael Hill & Associates, Inc. | 0.08% | Reduce -5.2% | 5,745 | $217K |
| Fidelis Capital Partners, LLC | 0.03% | New | 5,760 | $215K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.8% | 5,639 | $213K |
| Williams & Novak, LLC | 0.20% | No change | 5,570 | $210K |
| Main Street Group, LTD | 0.09% | No change | 5,453 | $206K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 5,373 | $203K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $202K |
| Headinvest, LLC | 0.04% | New | 5,317 | $200K |
| Elevation Wealth Partners, LLC | 0.09% | No change | 5,270 | $199K |
| Albion Financial Group | 0.01% | No change | 5,130 | $193K |
| Blue Trust, Inc. | 0.00% | Add +134.2% | 5,163 | $189K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,956 | $187K |
| Franklin Resources Inc. | 0.00% | No change | 4,418 | $171K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -41.6% | 4,356 | $164K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $151K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,950 | $149K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,710 | $140K |
| US Bancorp \de | 0.00% | Reduce -8.7% | 3,697 | $139K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.5% | 3,413 | $129K |
| National Bank of Canada | 0.00% | No change | 3,347 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 3,105 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Add +74.2% | 3,040 | $115K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $114K |
| Arax Advisory Partners | 0.01% | Add +416.6% | 2,702 | $102K |
| Signaturefd, LLC | 0.00% | Reduce -4.2% | 2,382 | $90K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,300 | $87K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $85K |
| Aspire Private Capital, LLC | 0.02% | No change | 2,230 | $84K |
| Realta Investment Advisors | 0.04% | No change | 2,000 | $78K |
| Balentine LLC | 0.00% | No change | 1,870 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -10.0% | 1,792 | $68K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $66K |
| Annapolis Financial Services, LLC | 0.02% | No change | 1,681 | $63K |
| Earned Wealth Advisors, LLC | 0.02% | New | 1,620 | $61K |
| Continuum Advisory, LLC | 0.01% | Reduce -61.5% | 1,500 | $57K |
| FWL Investment Management, LLC | 0.02% | Reduce -61.5% | 1,500 | $57K |
| Jaffetilchin Investment Partners, LLC | 0.00% | Reduce -93.8% | 1,226 | $46K |
| SRH Advisors, LLC | 0.01% | No change | 1,211 | $46K |
| Peterson Financial Group, Inc. | 0.15% | New | 1,046 | $39K |
| Spire Wealth Management | 0.00% | No change | 1,030 | $39K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,010 | $38K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,000 | $38K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,000 | $38K |
| Kimelman & Baird, LLC | 0.00% | No change | 910 | $34K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +253.2% | 883 | $33K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.8% | 840 | $31K |
| Caldwell Trust Co | 0.00% | Reduce -14.2% | 815 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 790 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 640 | $24K |
| Nemes Rush Group LLC | 0.00% | No change | 667 | $23K |
| Global Retirement Partners, LLC | 0.00% | Reduce -60.0% | 618 | $23K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $23K |
| HM Payson & Co. | 0.00% | No change | 600 | $23K |
| Capital Analysts, LLC | 0.00% | Reduce -99.3% | 552 | $21K |
| Bessemer Group Inc. | 0.00% | New | 539 | $20K |
| Tortoise Investment Management, LLC | 0.00% | No change | 520 | $20K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | Add +0.2% | 502 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $18K |
| Financial Gravity Companies, Inc. | 0.00% | — | 432 | $16K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 420 | $16K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 393 | $15K |
| Allworth Financial LP | 0.00% | No change | 387 | $15K |
| Assetmark, Inc. | 0.00% | No change | 360 | $14K |
| JNBA Financial Advisors | 0.00% | New | 350 | $13K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 340 | $12K |
| Macroview Investment Management LLC | 0.01% | Add +29.3% | 278 | $10K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 260 | $10K |
| Northwest Financial Advisors | 0.01% | New | 240 | $9K |
| Sunbelt Securities, Inc. | 0.00% | New | 220 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 212 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 170 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 145 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 100 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | New | 76 | $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 |
| Arlington Trust Co LLC | 0.00% | No change | 36 | $1K |
| NFSG Corp | 0.00% | No change | 30 | $1K |
| GeoWealth Management, LLC | 0.00% | New | 3 | $113 |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $38 |
| Simplex Trading, LLC | 0.00% | New | 11 | $0 |
"% 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.