Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q4 2024 (December 31)369holders
15new positions
28sold out
3famous investors
$37.42avg. 13F price*
At the end of Q4 2024, 369 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, unchanged from Q3 2024. 15 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($162.3M), Wells Fargo & Company ($95.8M) and Morgan Stanley ($81.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $75.0M |
| Exits | 28 | $15.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,799,890 shares bought and 3,847,576 shares sold, net −47,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Bank of America Corp. | 0.01% | Reduce -4.0% | 4,337,417 | $162.3M |
| Wells Fargo & Company | 0.02% | Add +21.4% | 2,561,272 | $95.8M |
| Morgan Stanley | 0.01% | Reduce -18.8% | 2,180,777 | $81.6M |
| UBS Group AG | 0.02% | Add +10.1% | 1,894,968 | $70.9M |
| LPL Financial LLC | 0.02% | Add +13.8% | 1,618,579 | $60.6M |
| Davis Investment Partners, LLC | 23.26% | Reduce -5.8% | 1,478,689 | $55.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,320,715 | $49.4M |
| Meitav Investment House Ltd. | 0.82% | New | 1,303,367 | $48.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.66% | No change | 1,071,300 | $40.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.08% | Add +3.9% | 1,071,011 | $40.1M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 1,070,020 | $40.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -22.4% | 987,596 | $37.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.9% | 838,858 | $31.4M |
| Captrust Financial Advisors | 0.09% | Reduce -3.6% | 808,447 | $30.3M |
| PGIM Custom Harvest LLC | 0.45% | Reduce -17.1% | 613,614 | $23.0M |
| Bouchey Financial Group, Ltd. | 1.81% | Reduce -50.7% | 552,294 | $20.7M |
| Baker Avenue Asset Management, LP | 0.61% | Add +4.3% | 530,045 | $19.8M |
| Independent Advisor Alliance | 0.24% | New | 484,774 | $18.1M |
| Activest Wealth Management | 4.88% | Add +17.5% | 466,770 | $17.5M |
| Graypoint LLC | 1.01% | Reduce -3.1% | 446,920 | $16.7M |
| StoneX Group Inc. | 0.89% | Add +2.3% | 432,339 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.8% | 420,657 | $15.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -30.9% | 417,373 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.6% | 410,752 | $15.4M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.0% | 373,493 | $14.0M |
| TD Waterhouse Canada Inc. | 0.11% | Reduce -41.1% | 372,254 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +2.9% | 350,688 | $13.1M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -0.6% | 327,706 | $12.3M |
| Allworth Financial LP | 0.06% | Add +71942.1% | 278,803 | $11.1M |
| Prasad Wealth Partners, LLC | 3.49% | — | 288,031 | $10.8M |
| Detalus Advisors, LLC | 3.48% | Add +1.6% | 282,241 | $10.6M |
| Chicago Wealth Management, Inc. | 5.37% | Add +2.3% | 276,041 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.2% | 266,776 | $10.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -16.5% | 264,946 | $9.9M |
| Condor Capital Management | 0.81% | Reduce -1.1% | 244,748 | $9.2M |
| Mariner, LLC | 0.02% | Reduce -0.4% | 244,352 | $9.1M |
| Destination Wealth Management | 0.28% | Reduce -9.5% | 239,355 | $9.0M |
| Stifel Financial Corp. | 0.01% | Add +17.0% | 230,625 | $8.6M |
| Smith Anglin Financial, LLC | 0.80% | Add +19.9% | 228,567 | $8.6M |
| FRG Family Wealth Advisors LLC | 1.52% | Reduce -0.4% | 224,355 | $8.4M |
| SignalPoint Asset Management, LLC | 1.96% | Reduce -5.8% | 215,173 | $8.1M |
| Walled Lake Planning & Wealth Management, LLC | 2.90% | Reduce -1.0% | 208,461 | $7.8M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Add +124.7% | 206,552 | $7.7M |
| Cerity Partners LLC | 0.02% | Reduce -26.9% | 192,320 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.2% | 171,323 | $6.4M |
| Neville Rodie & Shaw Inc. | 0.46% | Add +7.2% | 169,109 | $6.3M |
| Joseph P. Lucia & Associates, LLC | 2.80% | Reduce -4.0% | 168,619 | $6.3M |
| Cascade Wealth Advisors, Inc | 4.26% | Reduce -7.8% | 168,186 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +5.8% | 166,224 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.7% | 161,839 | $6.1M |
| Climber Capital SA | 4.89% | — | 166,509 | $5.9M |
| Lido Advisors, LLC | 0.03% | Add +2.1% | 144,989 | $5.4M |
| Raub Brock Capital Management LP | 1.14% | Reduce -0.0% | 143,896 | $5.4M |
| Yoder Wealth Management, Inc. | 2.97% | Add +9.6% | 143,851 | $5.4M |
| Islay Capital Management, LLC | 3.73% | Reduce -3.2% | 142,430 | $5.3M |
| Banco Santander, S.A. | 0.06% | New | 141,881 | $5.3M |
| Sage Rhino Capital LLC | 1.15% | Reduce -2.1% | 141,278 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 137,134 | $5.1M |
| Treynor Bancshares, Inc. | 5.24% | Reduce -43.9% | 132,785 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.8% | 132,767 | $5.0M |
| WMS Partners, LLC | 0.27% | Reduce -2.0% | 127,921 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.8% | 127,866 | $4.8M |
| Venture Visionary Partners LLC | 0.20% | Add +1.3% | 127,592 | $4.8M |
| Fifth Third Securities, Inc. | 0.41% | Add +9.5% | 127,417 | $4.8M |
| Legacy Private Trust Co. | 0.30% | Reduce -1.4% | 123,847 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -39.2% | 123,518 | $4.6M |
| Park Avenue Securities LLC | 0.04% | Add +4.7% | 116,307 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -6.4% | 116,088 | $4.3M |
| Laidlaw Wealth Management LLC | 1.87% | No change | 114,570 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -41.8% | 110,639 | $4.1M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Add +6.4% | 107,963 | $4.0M |
| Vista Investment Management | 1.47% | Reduce -0.0% | 103,629 | $3.9M |
| Phoenix Financial Ltd. | 0.05% | Reduce -42.2% | 100,160 | $3.7M |
| Stephens Inc. | 0.05% | Add +5.5% | 99,160 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -7.4% | 113,771 | $3.6M |
| Capital Market Strategies LLC | 2.04% | Add +0.9% | 94,170 | $3.5M |
| Hartford Financial Management Inc. | 0.72% | No change | 93,553 | $3.5M |
| Koshinski Asset Management, Inc. | 0.29% | Reduce -0.7% | 91,904 | $3.4M |
| MBL Wealth, LLC | 0.34% | Reduce -0.7% | 90,977 | $3.4M |
| Principal Securities, Inc. | 0.08% | Add +1351.1% | 90,924 | $3.4M |
| Walker Asset Management, LLC | 1.94% | Reduce -1.9% | 84,413 | $3.2M |
| Jmac Enterprises LLC | 0.48% | Add +2.1% | 82,123 | $3.1M |
| Creative Planning | 0.00% | Add +10.2% | 81,354 | $3.0M |
| Quantinno Capital Management LP | 0.03% | Add +14.0% | 77,507 | $2.9M |
| Halter Ferguson Financial Inc. | 1.23% | Add +1.7% | 77,213 | $2.9M |
| Plan A Wealth LLC | 2.57% | — | 75,062 | $2.8M |
| Empirical Asset Management, LLC | 0.93% | No change | 75,040 | $2.8M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.8M |
| Kennicott Capital Management LLC | 1.40% | Reduce -3.9% | 72,913 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.4% | 72,663 | $2.7M |
| Apriem Advisors | 0.31% | Add +0.0% | 71,546 | $2.7M |
| Allen Capital Group, LLC | 0.33% | Reduce -2.9% | 71,293 | $2.7M |
| Biltmore Family Office, LLC | 0.45% | Reduce -1.8% | 71,014 | $2.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +0.5% | 67,230 | $2.5M |
| Bawa N Mallick Trust | 1.05% | — | 64,080 | $2.4M |
| Fortis Advisors, LLC | 1.51% | Add +2.9% | 61,434 | $2.3M |
| Vishria Bird Financial Group, LLC | 0.77% | No change | 59,040 | $2.2M |
| DHJJ Financial Advisors, Ltd. | 0.85% | Reduce -0.1% | 58,480 | $2.2M |
| Valicenti Advisory Services Inc. | 0.53% | Reduce -5.0% | 56,531 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.1% | 51,704 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Reduce -18.5% | 53,456 | $2.0M |
| Secure Asset Management, LLC | 0.30% | Add +16.6% | 52,585 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -0.1% | 50,773 | $1.9M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -1.4% | 50,343 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +17.2% | 49,809 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1.9% | 48,795 | $1.8M |
| FMR LLC | 0.00% | Add +5.2% | 48,314 | $1.8M |
| HHM Wealth Advisors, LLC | 0.24% | No change | 47,220 | $1.8M |
| Valley National Advisers Inc. | 0.32% | No change | 46,879 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -6.1% | 45,631 | $1.7M |
| Country Club Bank | 0.11% | Reduce -0.4% | 44,799 | $1.7M |
| McGuire Investment Group, LLC | 0.24% | No change | 43,769 | $1.6M |
| Friedenthal Financial | 0.95% | Add +0.2% | 43,599 | $1.6M |
| Comerica Bank | 0.01% | Add +3.1% | 43,453 | $1.6M |
| Patten Group, Inc. | 0.36% | Add +11.2% | 43,284 | $1.6M |
| Monument Capital Management | 0.43% | Add +0.0% | 41,452 | $1.6M |
| GTS Securities LLC | 0.07% | Reduce -73.1% | 40,487 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.6% | 40,051 | $1.5M |
| Prostatis Group LLC | 0.43% | No change | 39,849 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -19.1% | 39,586 | $1.5M |
| Abbot Financial Management, Inc. | 0.73% | Add +2.8% | 39,061 | $1.5M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -10.7% | 36,845 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -2.1% | 36,778 | $1.4M |
| American Financial Advisors, LLC | 0.19% | Reduce -8.0% | 36,474 | $1.4M |
| Private Trust Co. NA | 0.14% | Reduce -0.4% | 36,216 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.45% | No change | 35,662 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.9% | 35,473 | $1.3M |
| Rockport Wealth LLC | 0.59% | Add +10.8% | 35,543 | $1.3M |
| PFG Advisors | 0.08% | Add +2.1% | 35,004 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -0.2% | 34,988 | $1.3M |
| Moulton Wealth Management, Inc. | 0.98% | Reduce -16.6% | 34,078 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Reduce -32.7% | 33,043 | $1.2M |
| Allred Capital Management, LLC | 0.47% | Add +0.3% | 32,750 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.43% | Add +0.2% | 32,243 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -8.0% | 31,740 | $1.2M |
| Crane Advisory, LLC | 0.21% | No change | 31,040 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.7% | 31,439 | $1.2M |
| Melfa Wealth Management, Inc. | 0.78% | No change | 31,318 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.0% | 31,102 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -0.1% | 30,896 | $1.2M |
| &partners | 0.01% | Reduce -4.7% | 29,378 | $1.1M |
| BigSur Wealth Management LLC | 0.32% | Reduce -1.7% | 29,500 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -13.9% | 28,729 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.4% | 28,488 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +94.8% | 28,058 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 27,881 | $1.0M |
| Goldstein Advisors, LLC | 0.15% | Reduce -0.7% | 27,462 | $1.0M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -5.4% | 27,139 | $1.0M |
| Atlas Capital Advisors Inc. | 0.13% | No change | 26,395 | $988K |
| LVZ, Inc. | 0.13% | Add +6.8% | 26,391 | $988K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -30.5% | 26,045 | $975K |
| Davis R M Inc. | 0.02% | No change | 25,930 | $970K |
| Advisory Alpha, LLC | 0.03% | Reduce -2.4% | 25,778 | $965K |
| Wealth Management Associates, Inc. | 0.40% | Reduce -6.2% | 25,146 | $941K |
| Investor's Fiduciary Advisor Network, LLC | 0.35% | — | 24,780 | $927K |
| Integrated Wealth Concepts LLC | 0.01% | Add +34.6% | 24,564 | $919K |
| Fca Corp. | 0.29% | Add +1.7% | 24,441 | $915K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.6% | 24,227 | $907K |
| MAI Capital Management | 0.01% | Add +17.7% | 24,125 | $903K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -1.6% | 23,251 | $870K |
| Sax Wealth Advisors, LLC | 0.07% | Add +108.3% | 22,635 | $847K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.9% | 22,579 | $845K |
| Optas, LLC | 0.18% | Reduce -30.6% | 22,416 | $839K |
| Carnegie Investment Counsel | 0.02% | Add +25.3% | 22,140 | $828K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.7% | 22,044 | $825K |
| Pacific Sun Financial Corp | 0.44% | Reduce -0.2% | 21,580 | $808K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 21,000 | $786K |
| BXM Wealth LLC | 1.08% | — | 20,551 | $769K |
| Hilltop Partners LLC | 0.26% | Reduce -2.1% | 20,022 | $749K |
| Kovack Advisors, Inc. | 0.07% | Add +7.3% | 19,920 | $745K |
| Oak Hill Wealth Advisors, LLC | 0.17% | — | 19,370 | $725K |
| Royal Fund Management, LLC | 0.08% | Reduce -50.1% | 19,346 | $724K |
| Old Mission Capital LLC | 0.02% | Add +43.4% | 19,086 | $714K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.8% | 17,540 | $667K |
| Kapstone Financial Advisors LLC | 0.35% | No change | 17,280 | $662K |
| Summit Place Financial Advisors, LLC | 0.37% | Reduce -2.2% | 17,560 | $657K |
| Renaissance Technologies | 0.00% | Reduce -39.8% | 17,100 | $640K |
| Choreo, LLC | 0.01% | Add +0.0% | 17,077 | $639K |
| Berger Financial Group, Inc | 0.04% | No change | 16,863 | $631K |
| Kaizen Financial Strategies | 0.35% | No change | 16,600 | $621K |
| Citigroup Inc. | 0.00% | Add +5.9% | 16,551 | $619K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 16,408 | $614K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 16,269 | $609K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $599K |
| SFE Investment Counsel | 0.13% | Reduce -6.7% | 15,927 | $596K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.9% | 15,869 | $594K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.1% | 15,858 | $593K |
| D.A. Davidson & Co. | 0.00% | Add +8.8% | 15,713 | $588K |
| Acorn Wealth Advisors, LLC | 0.24% | Add +6.2% | 15,465 | $579K |
| First Trust Advisors LP | 0.00% | New | 15,260 | $571K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.0% | 15,079 | $564K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 15,000 | $561K |
| Kaydan Wealth Management, Inc. | 0.18% | Add +4.2% | 14,864 | $556K |
| Mission Wealth Management, LP | 0.01% | No change | 14,500 | $543K |
| Susquehanna International Group, LLP | 0.00% | Add +116.6% | 14,421 | $540K |
| IFP Advisors, Inc | 0.02% | Reduce -0.7% | 14,250 | $533K |
| FineMark National Bank & Trust | 0.02% | No change | 14,060 | $526K |
| Kathmere Capital Management, LLC | 0.05% | No change | 14,000 | $524K |
| Cushing Capital Partners, LLC | 0.49% | — | 13,616 | $510K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -12.8% | 13,590 | $509K |
| TCFG Wealth Management, LLC | 0.25% | Add +5.2% | 13,382 | $501K |
| Calamos Wealth Management LLC | 0.03% | No change | 13,270 | $497K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.4% | 13,107 | $490K |
| Blackston Financial Advisory Group, LLC | 0.24% | Reduce -1.5% | 12,994 | $486K |
| Fisher Asset Management | 0.00% | Reduce -8.5% | 12,779 | $478K |
| Castle Wealth Management LLC | 0.19% | Add +0.0% | 12,602 | $472K |
| HBW Advisory Services LLC | 0.05% | Add +23.9% | 12,555 | $470K |
| Citadel Advisors | 0.00% | Reduce -40.4% | 12,491 | $467K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -29.2% | 12,475 | $466K |
| Verus Capital Partners, LLC | 0.04% | Reduce -3.6% | 11,861 | $444K |
| Greenleaf Trust | 0.00% | Add +66.8% | 11,840 | $443K |
| Rovin Capital /Ut/ | 0.16% | Add +7.3% | 11,637 | $435K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 11,605 | $434K |
| Pure Portfolios Holdings LLC | 0.16% | Reduce -6.2% | 11,570 | $433K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $432K |
| Beck Capital Management, LLC | 0.11% | Add +1.4% | 11,434 | $428K |
| Cwm, LLC | 0.00% | Add +4.3% | 10,918 | $409K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,921 | $409K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 10,906 | $408K |
| Mitchell Sinkler & Starr | 0.11% | Add +7.7% | 10,875 | $407K |
| First National Trust Co | 0.02% | No change | 10,840 | $406K |
| Zhang Financial LLC | 0.02% | No change | 10,680 | $400K |
| Y.D. More Investments Ltd | 0.04% | No change | 10,500 | $393K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +11.2% | 10,399 | $389K |
| Addison Advisors LLC | 0.11% | Reduce -2.2% | 10,315 | $386K |
| Hilltop Holdings Inc. | 0.02% | No change | 10,110 | $378K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 10,050 | $376K |
| Bank of Montreal | 0.00% | Add +36.0% | 10,005 | $374K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $374K |
| CW Advisors, LLC | 0.01% | Add +51.0% | 9,710 | $363K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $363K |
| Sage Capital Management, LLC | 0.18% | Add +0.1% | 9,617 | $360K |
| PKS Advisory Services, LLC | 0.09% | — | 9,547 | $357K |
| Focus Partners Wealth | 0.00% | Reduce -6.3% | 9,347 | $350K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -69.2% | 9,252 | $346K |
| Disciplined Investors, L.L.C. | 0.33% | — | 9,150 | $340K |
| Dakota Wealth Management | 0.01% | No change | 9,048 | $339K |
| Crescent Sterling, Ltd. | 0.34% | Reduce -3.3% | 8,967 | $336K |
| Baird Financial Group, Inc. | 0.00% | New | 8,861 | $332K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,829 | $330K |
| Capital Wealth Alliance, LLC | 0.19% | Reduce -38.3% | 8,813 | $330K |
| Aurora Private Wealth, Inc. | 0.25% | Reduce -1.4% | 8,754 | $328K |
| AE Wealth Management LLC | 0.00% | Add +4.6% | 8,729 | $327K |
| Independent Financial Group, LLC | 0.01% | Add +0.9% | 8,666 | $324K |
| PFG Investments, LLC | 0.02% | Reduce -3.8% | 8,618 | $322K |
| Brown Advisory Inc. | 0.00% | Add +30.6% | 8,527 | $319K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $317K |
| Advisor OS, LLC | 0.04% | New | 8,393 | $314K |
| PNC Financial Services Group, Inc. | 0.00% | Add +168.9% | 8,348 | $312K |
| Aptus Capital Advisors, LLC | 0.00% | Add +47.2% | 8,300 | $311K |
| Gryphon Financial Partners LLC | 0.04% | No change | 8,250 | $309K |
| 4WEALTH Advisors, Inc. | 0.31% | — | 8,019 | $300K |
| Collective Family Office LLC | 0.08% | No change | 8,000 | $299K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.2% | 7,847 | $294K |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 7,815 | $292K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 7,690 | $288K |
| Strategic Financial Concepts, LLC | 0.05% | Add +0.1% | 7,639 | $286K |
| Oak Harvest Investment Services | 0.04% | Reduce -15.6% | 7,500 | $281K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.0% | 7,281 | $272K |
| Three Magnolias Financial Advisors, LLC | 0.29% | — | 7,250 | $271K |
| Unionview, LLC | 0.20% | Add +0.1% | 7,232 | $271K |
| Williamson Legacy Group, LLC | 0.18% | Reduce -37.6% | 7,025 | $263K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -2.8% | 7,020 | $263K |
| Seven Mile Advisory | 0.17% | No change | 7,000 | $262K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.7% | 7,000 | $262K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -5.0% | 6,998 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $261K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,972 | $261K |
| Arbor Investment Advisors, LLC | 0.04% | Add +1.0% | 6,968 | $261K |
| Monograph Wealth Advisors, LLC | 0.03% | Reduce -22.3% | 6,870 | $257K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -5.0% | 6,816 | $255K |
| World Investment Advisors | 0.01% | No change | 6,770 | $253K |
| Sebold Capital Management, Inc. | 0.17% | No change | 6,757 | $253K |
| Lodestar Private Asset Management LLC | 0.03% | Add +6.0% | 6,747 | $252K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.3% | 6,653 | $249K |
| Symmetry Partners, LLC | 0.03% | New | 6,550 | $245K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 6,500 | $243K |
| Brighton Jones LLC | 0.01% | New | 6,371 | $238K |
| Purus Wealth Management, LLC | 0.09% | No change | 6,331 | $237K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $236K |
| Meridian Wealth Management, LLC | 0.01% | No change | 6,274 | $235K |
| PMG Wealth Management, Inc. | 0.21% | — | 6,207 | $232K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,184 | $231K |
| IFG Advisors, LLC | 0.04% | Add +0.1% | 6,033 | $226K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +10.2% | 5,922 | $222K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 5,760 | $220K |
| New Wave Wealth Advisors LLC | 0.09% | Reduce -2.7% | 5,851 | $219K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,811 | $217K |
| AllSquare Wealth Management LLC | 0.12% | No change | 5,750 | $215K |
| Modera Wealth Management, LLC | 0.00% | New | 5,743 | $215K |
| Sigma Planning Corp | 0.01% | Reduce -10.2% | 5,700 | $213K |
| Commerce Bank | 0.00% | Reduce -18.1% | 5,650 | $211K |
| Williams & Novak, LLC | 0.20% | No change | 5,570 | $208K |
| Mgo One Seven LLC | 0.01% | Reduce -10.5% | 5,557 | $208K |
| Main Street Group, LTD | 0.09% | No change | 5,453 | $204K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $201K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 5,270 | $197K |
| Albion Financial Group | 0.01% | No change | 5,130 | $192K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,961 | $186K |
| Venturi Wealth Management, LLC | 0.01% | Add +5.6% | 4,600 | $172K |
| Franklin Resources Inc. | 0.00% | No change | 4,418 | $165K |
| Collier Financial | 0.14% | — | 4,105 | $154K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $150K |
| Centaurus Financial, Inc. | 0.01% | Reduce -88.5% | 3,838 | $144K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,710 | $139K |
| Harbour Investments, Inc. | 0.00% | No change | 3,413 | $128K |
| National Bank of Canada | 0.00% | Add +0.1% | 3,350 | $125K |
| Glenmede Trust Co. NA | 0.00% | Reduce -17.7% | 3,250 | $122K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $113K |
| Arax Advisory Partners | 0.01% | No change | 2,702 | $101K |
| Signaturefd, LLC | 0.00% | Add +11.8% | 2,664 | $100K |
| US Bancorp \de | 0.00% | Reduce -31.9% | 2,519 | $94K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,300 | $86K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.3% | 2,240 | $84K |
| Synergy Investment Management, LLC | 0.03% | — | 2,093 | $78K |
| Realta Investment Advisors | 0.03% | No change | 2,000 | $76K |
| Balentine LLC | 0.00% | No change | 1,870 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,792 | $67K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $66K |
| Comprehensive Financial Planning, Inc. | 0.05% | — | 1,694 | $63K |
| FWL Investment Management, LLC | 0.02% | No change | 1,500 | $56K |
| Continuum Advisory, LLC | 0.01% | No change | 1,500 | $56K |
| SRH Advisors, LLC | 0.02% | Add +18.2% | 1,431 | $54K |
| CX Institutional | 0.00% | New | 1,128 | $42K |
| Mainstream Capital Management LLC | 0.03% | New | 1,100 | $41K |
| Decker Retirement Planning Inc. | 0.02% | — | 1,100 | $41K |
| Spire Wealth Management | 0.00% | No change | 1,030 | $39K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,000 | $38K |
| Kimelman & Baird, LLC | 0.00% | No change | 910 | $34K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $34K |
| Avior Wealth Management, LLC | 0.00% | Add +510.3% | 885 | $33K |
| Parallel Advisors, LLC | 0.00% | No change | 883 | $33K |
| Caldwell Trust Co | 0.00% | No change | 815 | $30K |
| Assetmark, Inc. | 0.00% | Add +90.0% | 684 | $26K |
| AdvisorNet Financial, Inc | 0.00% | New | 676 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 640 | $24K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 619 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -22.8% | 610 | $23K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $22K |
| HM Payson & Co. | 0.00% | No change | 600 | $22K |
| Financial Gravity Companies, Inc. | 0.00% | Add +30.1% | 562 | $21K |
| Nemes Rush Group LLC | 0.00% | Reduce -20.5% | 530 | $20K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 502 | $20K |
| Tortoise Investment Management, LLC | 0.00% | No change | 520 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $18K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 420 | $16K |
| Capital Analysts, LLC | 0.00% | Reduce -27.4% | 401 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 393 | $15K |
| Accredited Wealth Management, LLC | 0.01% | — | 340 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 220 | $8K |
| Roxbury Financial LLC | 0.01% | — | 210 | $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 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 170 | $6K |
| Global Trust Asset Management, LLC | 0.00% | New | 170 | $6K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 150 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 100 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.0% | 97 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 70 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $3K |
| Kiker Wealth Management, LLC | 0.00% | — | 55 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 36 | $1K |
| NFSG Corp | 0.00% | No change | 30 | $1K |
| IMG Wealth Management, Inc. | 0.00% | — | 10 | $374 |
| North Star Investment Management Corp. | 0.00% | No change | 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.