Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q1 2025 (March 31)353holders −16
25new positions
36sold out
3famous investors
$34.11avg. 13F price*
At the end of Q1 2025, 353 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, down 16 from Q4 2024. 25 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($143.8M), Wells Fargo & Company ($91.0M) and UBS Group AG ($81.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $10.8M |
| Exits | 36 | $88.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,935,012 shares bought and 5,494,002 shares sold, net −2,558,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Bank of America Corp. | 0.01% | Reduce -3.1% | 4,204,493 | $143.8M |
| Wells Fargo & Company | 0.02% | Add +3.9% | 2,662,028 | $91.0M |
| UBS Group AG | 0.02% | Add +25.0% | 2,369,073 | $81.0M |
| Morgan Stanley | 0.01% | Reduce -6.2% | 2,044,755 | $69.9M |
| LPL Financial LLC | 0.03% | Add +17.5% | 1,902,073 | $65.1M |
| Raymond James Financial Inc. | 0.02% | Add +5.9% | 1,398,303 | $47.8M |
| Davis Investment Partners, LLC | 20.65% | Reduce -2.5% | 1,441,315 | $46.7M |
| Baltimore-Washington Financial Advisors, Inc. | 2.06% | Add +4.7% | 1,120,870 | $38.3M |
| Royal Bank of Canada | 0.01% | Add +4.1% | 1,114,071 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +0.7% | 844,926 | $28.9M |
| Captrust Financial Advisors | 0.07% | Reduce -2.3% | 790,119 | $27.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -22.2% | 768,255 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Add +35.7% | 557,571 | $19.1M |
| Activest Wealth Management | 4.89% | Add +14.2% | 533,033 | $18.2M |
| Baker Avenue Asset Management, LP | 0.57% | Reduce -0.2% | 529,049 | $18.1M |
| Bouchey Financial Group, Ltd. | 1.59% | Reduce -6.8% | 514,736 | $17.6M |
| BNP Paribas Financial Markets | 0.01% | Add +34.2% | 470,692 | $16.1M |
| PGIM Custom Harvest LLC | 0.38% | Reduce -23.6% | 468,522 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +172.9% | 467,582 | $16.0M |
| StoneX Group Inc. | 0.83% | Add +1.8% | 440,231 | $15.1M |
| Graypoint LLC | 0.88% | Reduce -7.3% | 414,211 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 389,477 | $13.3M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.4% | 364,368 | $12.5M |
| Prasad Wealth Partners, LLC | 3.53% | Add +9.7% | 316,084 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -27.6% | 304,715 | $10.4M |
| Detalus Advisors, LLC | 3.07% | Add +1.3% | 285,992 | $9.8M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -13.8% | 282,322 | $9.7M |
| Chicago Wealth Management, Inc. | 5.00% | Add +1.2% | 279,281 | $9.6M |
| Smith Anglin Financial, LLC | 0.90% | Add +8.7% | 248,471 | $8.5M |
| Allworth Financial LP | 0.05% | Reduce -10.7% | 249,074 | $8.4M |
| Mariner, LLC | 0.01% | Add +1.0% | 246,882 | $8.4M |
| Condor Capital Management | 0.78% | Reduce -0.3% | 244,103 | $8.3M |
| Destination Wealth Management | 0.26% | Reduce -1.1% | 236,731 | $8.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -13.8% | 228,241 | $7.8M |
| FRG Family Wealth Advisors LLC | 1.48% | Reduce -0.1% | 224,075 | $7.7M |
| Farther Finance Advisors, LLC | 0.19% | Add +9384.1% | 212,445 | $7.3M |
| Stifel Financial Corp. | 0.01% | Reduce -7.8% | 212,611 | $7.3M |
| Walled Lake Planning & Wealth Management, LLC | 2.51% | Reduce -0.9% | 206,627 | $7.1M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -45.3% | 203,795 | $7.0M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -4.3% | 197,613 | $6.8M |
| Banco Santander, S.A. | 0.07% | Add +26.1% | 178,956 | $6.1M |
| Neville Rodie & Shaw Inc. | 0.46% | Add +2.6% | 173,560 | $5.9M |
| Islay Capital Management, LLC | 3.86% | Add +16.4% | 165,830 | $5.7M |
| Joseph P. Lucia & Associates, LLC | 2.53% | Reduce -3.9% | 162,072 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 157,884 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 156,985 | $5.4M |
| Atlas Capital Advisors Inc. | 0.66% | Add +487.8% | 155,145 | $5.3M |
| Sage Rhino Capital LLC | 1.17% | Add +4.7% | 147,901 | $5.1M |
| HB Wealth Management, LLC | 0.04% | Add +808.8% | 144,113 | $4.9M |
| Cascade Wealth Advisors, Inc | 3.38% | Reduce -10.6% | 150,436 | $4.9M |
| Yoder Wealth Management, Inc. | 2.75% | Reduce -0.8% | 142,651 | $4.9M |
| Legacy Private Trust Co. | 0.33% | Add +14.7% | 142,011 | $4.9M |
| Lido Advisors, LLC | 0.03% | Reduce -3.6% | 139,789 | $4.8M |
| Quantinno Capital Management LP | 0.03% | Add +62.2% | 125,705 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.4% | 124,066 | $4.2M |
| Redhawk Wealth Advisors, Inc. | 0.56% | Add +12.1% | 120,970 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.9% | 120,292 | $4.1M |
| Climber Capital SA | 3.17% | Reduce -10.7% | 148,729 | $4.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -2.2% | 113,777 | $3.9M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -11.0% | 113,385 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 112,668 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -43.7% | 108,226 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Reduce -22.1% | 103,377 | $3.5M |
| Vista Investment Management | 1.37% | Reduce -1.5% | 102,079 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 102,049 | $3.5M |
| Principal Securities, Inc. | 0.08% | No change | 90,924 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -16.3% | 97,162 | $3.3M |
| Hartford Financial Management Inc. | 0.65% | Reduce -0.9% | 92,745 | $3.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -91.5% | 91,300 | $3.1M |
| Capital Market Strategies LLC | 2.09% | Reduce -3.4% | 91,003 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -3.5% | 88,667 | $3.0M |
| Corient Private Wealth LP | 0.00% | Reduce -22.5% | 88,192 | $3.0M |
| MBL Wealth, LLC | 0.30% | Reduce -5.2% | 86,274 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +18.3% | 85,957 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -68.7% | 83,432 | $2.9M |
| Creative Planning | 0.00% | Add +2.4% | 83,279 | $2.8M |
| Walker Asset Management, LLC | 1.73% | Reduce -1.5% | 83,157 | $2.8M |
| Stephens Inc. | 0.04% | Reduce -20.1% | 79,213 | $2.7M |
| Cetera Investment Advisers | 0.01% | Reduce -42.7% | 78,619 | $2.7M |
| Halter Ferguson Financial Inc. | 1.41% | Reduce -2.3% | 75,419 | $2.6M |
| Empirical Asset Management, LLC | 0.87% | No change | 75,040 | $2.6M |
| Yarbrough Capital, LLC | 0.11% | No change | 74,180 | $2.5M |
| Kennicott Capital Management LLC | 1.60% | Reduce -1.5% | 71,833 | $2.5M |
| Apriem Advisors | 0.29% | Add +0.0% | 71,547 | $2.4M |
| Rockport Wealth LLC | 0.86% | Add +99.6% | 70,941 | $2.4M |
| Allen Capital Group, LLC | 0.28% | Reduce -0.9% | 70,627 | $2.4M |
| Biltmore Family Office, LLC | 0.41% | Reduce -2.1% | 69,495 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -1.3% | 66,386 | $2.3M |
| Bawa N Mallick Trust | 1.04% | No change | 64,080 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +35.1% | 61,655 | $2.1M |
| Fortis Advisors, LLC | 1.36% | Reduce -0.6% | 61,047 | $2.1M |
| Vishria Bird Financial Group, LLC | 0.69% | No change | 59,040 | $2.0M |
| DHJJ Financial Advisors, Ltd. | 0.80% | Reduce -0.8% | 58,020 | $2.0M |
| Valicenti Advisory Services Inc. | 0.50% | Add +1.1% | 57,163 | $2.0M |
| HHM Wealth Advisors, LLC | 0.26% | Add +19.4% | 56,365 | $1.9M |
| Secure Asset Management, LLC | 0.37% | Add +1.8% | 53,536 | $1.8M |
| Plan A Wealth LLC | 1.38% | Reduce -30.5% | 52,171 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +127.5% | 51,371 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Reduce -5.6% | 50,453 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.7% | 50,331 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -1.1% | 49,770 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +76.1% | 49,402 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -4.0% | 48,747 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.3% | 48,661 | $1.7M |
| Bfsg, LLC | 0.20% | New | 48,091 | $1.6M |
| Valley National Advisers Inc. | 0.29% | No change | 46,879 | $1.6M |
| Citadel Advisors | 0.00% | Add +273.2% | 46,620 | $1.6M |
| FMR LLC | 0.00% | Reduce -4.5% | 46,143 | $1.6M |
| Patten Group, Inc. | 0.36% | Add +6.6% | 46,142 | $1.6M |
| Country Club Bank | 0.10% | Reduce -0.5% | 44,569 | $1.5M |
| &partners | 0.02% | Add +48.9% | 43,745 | $1.5M |
| Renaissance Technologies | 0.00% | Add +152.6% | 43,200 | $1.5M |
| McGuire Investment Group, LLC | 0.22% | Reduce -1.6% | 43,051 | $1.5M |
| Comerica Bank | 0.01% | Reduce -2.6% | 42,326 | $1.4M |
| Monument Capital Management | 0.43% | Reduce -1.1% | 40,991 | $1.4M |
| Friedenthal Financial | 0.83% | Reduce -7.1% | 40,514 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +0.6% | 40,296 | $1.4M |
| Prostatis Group LLC | 0.42% | Reduce -1.2% | 39,384 | $1.3M |
| Abbot Financial Management, Inc. | 0.69% | Reduce -0.3% | 38,954 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -2.3% | 38,667 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +1.6% | 37,349 | $1.3M |
| American Financial Advisors, LLC | 0.18% | Add +1.1% | 36,874 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +153.0% | 36,485 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.3% | 34,881 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.37% | Reduce -5.6% | 33,657 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -10.0% | 33,159 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +0.0% | 33,047 | $1.1M |
| Allred Capital Management, LLC | 0.45% | Add +0.6% | 32,951 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.0% | 32,621 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 32,045 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Add +0.0% | 31,748 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 31,381 | $1.1M |
| Melfa Wealth Management, Inc. | 0.72% | No change | 31,318 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -4.3% | 29,572 | $1.0M |
| BigSur Wealth Management LLC | 0.27% | No change | 29,500 | $1.0M |
| Crane Advisory, LLC | 0.18% | No change | 31,040 | $991K |
| Investor's Fiduciary Advisor Network, LLC | 0.46% | Add +14.8% | 28,449 | $972K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.7% | 28,011 | $958K |
| LVZ, Inc. | 0.13% | Add +5.9% | 27,943 | $956K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 27,882 | $954K |
| Astoria Portfolio Advisors LLC. | 0.32% | Reduce -9.8% | 29,082 | $948K |
| Geneos Wealth Management Inc. | 0.03% | No change | 27,139 | $928K |
| Advisory Alpha, LLC | 0.03% | Add +2.8% | 26,510 | $907K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -15.5% | 26,269 | $898K |
| Sax Wealth Advisors, LLC | 0.06% | Add +15.8% | 26,209 | $896K |
| Goldstein Advisors, LLC | 0.13% | Reduce -4.7% | 26,165 | $895K |
| Private Trust Co. NA | 0.09% | Reduce -29.8% | 25,434 | $870K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.0% | 24,237 | $829K |
| MAI Capital Management | 0.01% | Reduce -0.2% | 24,077 | $823K |
| Carnegie Investment Counsel | 0.02% | Add +20.9% | 26,766 | $811K |
| Fca Corp. | 0.26% | Reduce -3.5% | 23,579 | $806K |
| Wealth Management Associates, Inc. | 0.34% | Reduce -8.8% | 22,933 | $784K |
| PFG Advisors | 0.04% | Reduce -35.5% | 22,591 | $773K |
| Pacific Sun Financial Corp | 0.42% | No change | 21,580 | $738K |
| Optas, LLC | 0.12% | Reduce -6.4% | 20,979 | $717K |
| Northern Trust Corp. | 0.00% | Reduce -58.3% | 20,769 | $710K |
| Kovack Advisors, Inc. | 0.07% | Add +2.9% | 20,497 | $701K |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.2% | 20,462 | $700K |
| Atria Investments, Inc | 0.01% | Reduce -28.9% | 20,439 | $699K |
| Three Magnolias Financial Advisors, LLC | 0.58% | Add +176.6% | 20,050 | $686K |
| Hilltop Partners LLC | 0.23% | Add +0.0% | 20,030 | $685K |
| Quadrature Capital Ltd | 0.01% | New | 19,510 | $668K |
| Oak Hill Wealth Advisors, LLC | 0.15% | Reduce -0.0% | 19,369 | $662K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -7.9% | 19,350 | $662K |
| Royal Fund Management, LLC | 0.08% | Reduce -0.9% | 19,175 | $656K |
| BXM Wealth LLC | 0.77% | Reduce -8.4% | 18,816 | $644K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -21.7% | 18,206 | $623K |
| Kapstone Financial Advisors LLC | 0.33% | No change | 17,280 | $591K |
| Zacks Investment Management | 0.01% | New | 17,212 | $589K |
| Venture Visionary Partners LLC | 0.02% | Reduce -86.6% | 17,080 | $584K |
| Summit Place Financial Advisors, LLC | 0.33% | Reduce -3.4% | 16,960 | $580K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +3.9% | 16,900 | $578K |
| Choreo, LLC | 0.01% | Reduce -1.1% | 16,882 | $577K |
| Flow Traders U.S. LLC | 0.02% | New | 16,866 | $577K |
| Kaizen Financial Strategies | 0.33% | No change | 16,600 | $568K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 16,408 | $561K |
| Berger Financial Group, Inc | 0.04% | Reduce -3.0% | 16,352 | $559K |
| Citigroup Inc. | 0.00% | Reduce -1.5% | 16,309 | $558K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $547K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -35.4% | 15,876 | $543K |
| Acorn Wealth Advisors, LLC | 0.22% | Add +0.1% | 15,484 | $530K |
| First Trust Advisors LP | 0.00% | No change | 15,260 | $522K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 17,546 | $518K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 15,019 | $514K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -42.4% | 15,003 | $513K |
| Kaydan Wealth Management, Inc. | 0.16% | Reduce -0.3% | 14,821 | $507K |
| SFE Investment Counsel | 0.10% | Reduce -8.6% | 14,553 | $498K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.6% | 14,539 | $497K |
| Mission Wealth Management, LP | 0.01% | No change | 14,500 | $496K |
| IFP Advisors, Inc | 0.01% | No change | 14,250 | $487K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.4% | 14,233 | $487K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.6% | 14,228 | $486K |
| FineMark National Bank & Trust | 0.02% | No change | 14,060 | $481K |
| Kathmere Capital Management, LLC | 0.04% | No change | 14,000 | $479K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.5% | 13,730 | $470K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 13,590 | $465K |
| Cushing Capital Partners, LLC | 0.42% | Reduce -0.2% | 13,583 | $465K |
| TCFG Wealth Management, LLC | 0.23% | Reduce -0.1% | 13,362 | $457K |
| Calamos Wealth Management LLC | 0.02% | No change | 13,270 | $454K |
| Fisher Asset Management | 0.00% | Add +0.6% | 12,856 | $440K |
| Castle Wealth Management LLC | 0.17% | Add +0.0% | 12,603 | $431K |
| Blackston Financial Advisory Group, LLC | 0.29% | Reduce -3.3% | 12,560 | $430K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.0% | 12,478 | $426K |
| Live Oak Investment Partners | 0.33% | New | 12,386 | $424K |
| Greenleaf Trust | 0.00% | No change | 11,840 | $405K |
| Bogart Wealth, LLC | 0.02% | Add +7.4% | 11,713 | $401K |
| Mitchell Sinkler & Starr | 0.11% | Add +6.7% | 11,600 | $397K |
| Y.D. More Investments Ltd | 0.03% | Add +10.5% | 11,600 | $397K |
| Beck Capital Management, LLC | 0.12% | Add +1.2% | 11,574 | $396K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $395K |
| Pure Portfolios Holdings LLC | 0.14% | Reduce -3.0% | 11,220 | $384K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 10,922 | $374K |
| Verus Capital Partners, LLC | 0.04% | Reduce -8.9% | 10,810 | $370K |
| Cwm, LLC | 0.00% | Reduce -1.6% | 10,741 | $367K |
| Zhang Financial LLC | 0.02% | No change | 10,680 | $365K |
| AE Wealth Management LLC | 0.00% | Add +20.2% | 10,494 | $359K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 10,399 | $356K |
| NorthRock Partners, LLC | 0.01% | Reduce -10.4% | 10,393 | $355K |
| Rovin Capital /Ut/ | 0.11% | Reduce -12.2% | 10,213 | $349K |
| Addison Advisors LLC | 0.10% | Reduce -1.1% | 10,200 | $349K |
| Summit Trail Advisors, LLC | 0.01% | New | 10,180 | $348K |
| Hilltop Holdings Inc. | 0.02% | No change | 10,110 | $346K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 10,050 | $344K |
| Bank of Montreal | 0.00% | No change | 10,005 | $342K |
| Oakworth Capital, Inc. | 0.02% | No change | 10,000 | $342K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.7% | 9,993 | $342K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $332K |
| PKS Advisory Services, LLC | 0.09% | Add +1.2% | 9,662 | $330K |
| Sage Capital Management, LLC | 0.18% | Add +0.2% | 9,632 | $329K |
| CW Advisors, LLC | 0.00% | Reduce -2.1% | 9,508 | $328K |
| Dakota Wealth Management | 0.01% | Add +5.7% | 9,559 | $327K |
| Disciplined Investors, L.L.C. | 0.28% | No change | 9,150 | $313K |
| Crescent Sterling, Ltd. | 0.32% | Add +0.4% | 9,003 | $308K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 8,862 | $303K |
| Advisor OS, LLC | 0.03% | Add +3.3% | 8,673 | $297K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 8,672 | $297K |
| Two Sigma Securities, LLC | 0.04% | New | 8,602 | $294K |
| LexAurum Advisors, LLC | 0.06% | New | 8,559 | $293K |
| Brown Advisory Inc. | 0.00% | No change | 8,527 | $292K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $290K |
| HBW Advisory Services LLC | 0.04% | Reduce -32.9% | 8,427 | $288K |
| Collective Family Office LLC | 0.07% | No change | 8,000 | $274K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 7,281 | $272K |
| First National Trust Co | 0.01% | Reduce -26.8% | 7,940 | $272K |
| Chicago Partners Investment Group LLC | 0.01% | New | 7,632 | $271K |
| 4WEALTH Advisors, Inc. | 0.30% | Reduce -1.6% | 7,888 | $270K |
| Flputnam Investment Management Co. | 0.01% | No change | 7,847 | $268K |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 7,772 | $266K |
| Tiller Private Wealth, Inc. | 0.11% | No change | 7,690 | $263K |
| BSW Wealth Partners | 0.04% | New | 7,601 | $260K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -9.1% | 7,500 | $257K |
| Oak Harvest Investment Services | 0.04% | No change | 7,500 | $256K |
| Focus Partners Wealth | 0.00% | Reduce -19.9% | 7,486 | $256K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -6.4% | 7,149 | $244K |
| New Wave Wealth Advisors LLC | 0.11% | Add +20.6% | 7,055 | $241K |
| Pathstone Holdings, LLC | 0.00% | Add +4.3% | 7,300 | $239K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $238K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 6,972 | $238K |
| Sebold Capital Management, Inc. | 0.16% | Add +3.1% | 6,969 | $238K |
| Aurora Private Wealth, Inc. | 0.19% | Reduce -20.9% | 6,929 | $237K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,870 | $235K |
| Laidlaw Wealth Management LLC | 0.69% | Reduce -94.1% | 6,790 | $232K |
| World Investment Advisors | 0.01% | No change | 6,770 | $232K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -0.8% | 6,763 | $231K |
| Seven Mile Advisory | 0.15% | Reduce -3.6% | 6,750 | $231K |
| Arbor Investment Advisors, LLC | 0.03% | Reduce -4.1% | 6,682 | $229K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 6,661 | $228K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| Symmetry Partners, LLC | 0.03% | No change | 6,550 | $224K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -6.9% | 6,535 | $223K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 6,516 | $223K |
| Avantax Advisory Services, Inc. | 0.00% | New | 6,504 | $222K |
| Purus Wealth Management, LLC | 0.09% | No change | 6,331 | $217K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 6,300 | $215K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -8.8% | 6,151 | $210K |
| IFG Advisors, LLC | 0.04% | Add +1.4% | 6,120 | $209K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.5% | 6,071 | $208K |
| Williamson Legacy Group, LLC | 0.19% | Reduce -15.4% | 5,941 | $203K |
| NWF Advisory Services Inc. | 0.03% | New | 5,850 | $200K |
| AllSquare Wealth Management LLC | 0.12% | No change | 5,750 | $197K |
| Main Street Group, LTD | 0.08% | No change | 5,453 | $186K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $183K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 5,270 | $180K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -37.8% | 5,166 | $177K |
| Albion Financial Group | 0.01% | No change | 5,130 | $175K |
| Wagner Wealth Management, LLC | 0.04% | Add +0.1% | 4,967 | $170K |
| Franklin Resources Inc. | 0.00% | No change | 4,418 | $151K |
| Collier Financial | 0.12% | No change | 4,105 | $140K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $137K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,710 | $127K |
| National Bank of Canada | 0.00% | Add +5.4% | 3,530 | $121K |
| Harbour Investments, Inc. | 0.00% | No change | 3,413 | $117K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $104K |
| Glenmede Trust Co. NA | 0.00% | Reduce -10.8% | 2,900 | $99K |
| Arax Advisory Partners | 0.01% | Add +0.0% | 2,703 | $92K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 2,665 | $91K |
| Atlantic Private Wealth, LLC | 0.07% | New | 2,652 | $91K |
| US Bancorp \de | 0.00% | Add +0.0% | 2,520 | $86K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $77K |
| Synergy Investment Management, LLC | 0.03% | No change | 2,093 | $72K |
| Realta Investment Advisors | 0.03% | No change | 2,000 | $68K |
| Balentine LLC | 0.00% | No change | 1,870 | $64K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,792 | $61K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $60K |
| North Capital, Inc. | 0.05% | — | 1,690 | $58K |
| FWL Investment Management, LLC | 0.02% | No change | 1,500 | $51K |
| Continuum Advisory, LLC | 0.01% | No change | 1,500 | $51K |
| SRH Advisors, LLC | 0.02% | No change | 1,431 | $49K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -20.4% | 1,348 | $46K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,280 | $44K |
| Spire Wealth Management | 0.00% | No change | 1,030 | $35K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,000 | $34K |
| Bristlecone Advisors, LLC | 0.00% | New | 1,000 | $34K |
| Kimelman & Baird, LLC | 0.00% | No change | 910 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $31K |
| Parallel Advisors, LLC | 0.00% | No change | 883 | $30K |
| Lanark Financial, Inc. | 0.00% | — | 840 | $28K |
| BlackRock, Inc. | 0.00% | New | 760 | $26K |
| Caldwell Trust Co | 0.00% | Reduce -15.3% | 690 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.1% | 677 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -2.2% | 669 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 610 | $21K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $21K |
| HM Payson & Co. | 0.00% | No change | 600 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 560 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 530 | $18K |
| Tortoise Investment Management, LLC | 0.00% | No change | 520 | $18K |
| AlphaCore Capital LLC | 0.00% | New | 479 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 401 | $14K |
| Ssa Swiss Advisors AG | 0.01% | — | 350 | $12K |
| Accredited Wealth Management, LLC | 0.01% | No change | 340 | $12K |
| First Pacific Financial | 0.00% | New | 283 | $10K |
| SVB Wealth LLC | 0.00% | New | 250 | $9K |
| Roxbury Financial LLC | 0.01% | Add +0.5% | 211 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 212 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $6K |
| CX Institutional | 0.00% | Reduce -84.8% | 171 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 170 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 170 | $6K |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 150 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 97 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -85.9% | 90 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 77 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 70 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 60 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 55 | $2K |
| Hoey Investments, Inc. | 0.00% | New | 50 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 36 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 1 | $34 |
"% 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.