Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q2 2025 (June 30)368holders +15
39new positions
29sold out
1famous investor
$40.81avg. 13F price*
At the end of Q2 2025, 368 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 15 from Q1 2025. 39 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($170.4M), Royal Bank of Canada ($145.3M) and Wells Fargo & Company ($106.6M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $11.1M |
| Exits | 29 | $45.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,572,304 shares bought and 4,401,586 shares sold, net +170,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| Bank of America Corp. | 0.01% | Reduce -0.6% | 4,177,564 | $170.4M |
| Royal Bank of Canada | 0.03% | Add +219.9% | 3,563,512 | $145.3M |
| Wells Fargo & Company | 0.02% | Reduce -1.8% | 2,613,621 | $106.6M |
| LPL Financial LLC | 0.03% | Add +4.9% | 1,994,762 | $81.3M |
| Morgan Stanley | 0.00% | Reduce -10.0% | 1,839,382 | $75.0M |
| UBS Group AG | 0.01% | Reduce -33.3% | 1,581,098 | $64.5M |
| JPMorgan Chase & Co. | 0.00% | Add +160.3% | 1,451,125 | $59.2M |
| Raymond James Financial Inc. | 0.02% | Add +2.0% | 1,426,364 | $58.2M |
| Davis Investment Partners, LLC | 20.20% | Reduce -4.0% | 1,383,960 | $56.5M |
| RMG Wealth Management LLC | 8.50% | — | 1,329,823 | $55.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.13% | Reduce -0.2% | 1,118,333 | $45.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.4% | 832,824 | $34.0M |
| Osaic Holdings, Inc. | 0.06% | Add +5.4% | 809,735 | $33.0M |
| Captrust Financial Advisors | 0.07% | Add +0.8% | 796,681 | $32.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.2% | 543,274 | $22.2M |
| Baker Avenue Asset Management, LP | 0.62% | Add +1.6% | 537,561 | $21.9M |
| Bouchey Financial Group, Ltd. | 1.73% | Reduce -0.7% | 511,048 | $20.8M |
| PGIM Custom Harvest LLC | 0.41% | Add +3.8% | 486,524 | $19.8M |
| StoneX Group Inc. | 0.89% | Add +1.3% | 446,093 | $18.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -12.6% | 411,368 | $16.8M |
| Prasad Wealth Partners, LLC | 4.60% | Add +21.9% | 385,253 | $15.7M |
| HighTower Advisors, LLC | 0.02% | Add +141.8% | 381,800 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.6% | 361,339 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.7% | 335,983 | $13.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +1.8% | 287,316 | $11.7M |
| Compass Wealth Management, LLC | 6.01% | — | 275,398 | $11.2M |
| Smith Anglin Financial, LLC | 0.97% | Add +6.3% | 264,096 | $10.8M |
| Detalus Advisors, LLC | 3.11% | Reduce -8.1% | 262,966 | $10.7M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 246,078 | $10.0M |
| Condor Capital Management | 0.86% | Reduce -0.7% | 242,470 | $9.9M |
| FRG Family Wealth Advisors LLC | 1.57% | Reduce -1.2% | 221,485 | $9.0M |
| Farther Finance Advisors, LLC | 0.18% | Add +2.9% | 218,670 | $8.9M |
| Allworth Financial LP | 0.04% | Reduce -17.5% | 205,575 | $8.4M |
| Aventus Investment Advisors, Inc. | 7.52% | — | 205,307 | $8.4M |
| Walled Lake Planning & Wealth Management, LLC | 2.72% | Reduce -1.0% | 204,544 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.2% | 198,059 | $8.1M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 197,215 | $8.0M |
| Atlas Capital Advisors Inc. | 0.89% | Add +14.9% | 178,234 | $7.3M |
| Neville Rodie & Shaw Inc. | 0.53% | Add +0.0% | 173,600 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -20.1% | 169,820 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -53.5% | 169,343 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 2.65% | Reduce -2.0% | 158,772 | $6.5M |
| Destination Wealth Management | 0.19% | Reduce -33.1% | 158,460 | $6.5M |
| Rockport Wealth LLC | 1.47% | Add +119.5% | 155,698 | $6.3M |
| HB Wealth Management, LLC | 0.05% | Add +6.5% | 153,528 | $6.3M |
| Yoder Wealth Management, Inc. | 3.23% | Add +6.4% | 151,804 | $6.2M |
| Cascade Wealth Advisors, Inc | 3.29% | Reduce -5.5% | 142,206 | $5.8M |
| Climber Capital SA | 3.70% | Add +0.7% | 149,694 | $5.8M |
| Lido Advisors, LLC | 0.03% | Reduce -1.1% | 138,304 | $5.6M |
| Sage Rhino Capital LLC | 1.17% | Reduce -8.2% | 135,721 | $5.5M |
| Advisory Services Network, LLC | 0.08% | Add +22.7% | 126,879 | $5.3M |
| Quantinno Capital Management LP | 0.02% | Add +1.7% | 127,827 | $5.2M |
| Islay Capital Management, LLC | 3.36% | Reduce -23.4% | 126,979 | $5.2M |
| Legacy Private Trust Co. | 0.33% | Reduce -11.8% | 125,205 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -20.3% | 125,114 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.2% | 123,815 | $5.0M |
| Redhawk Wealth Advisors, Inc. | 0.63% | Add +2.1% | 123,500 | $5.0M |
| Park Avenue Securities LLC | 0.04% | Add +4.1% | 118,458 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.0% | 114,874 | $4.7M |
| Principal Securities, Inc. | 0.09% | Add +22.9% | 111,756 | $4.6M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -1.8% | 111,392 | $4.5M |
| Vista Investment Management | 1.57% | Add +1.6% | 103,728 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +10.4% | 97,344 | $4.0M |
| Yarbrough Capital, LLC | 0.13% | Add +23.5% | 91,640 | $3.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | No change | 91,300 | $3.7M |
| Koshinski Asset Management, Inc. | 0.27% | Reduce -0.9% | 87,877 | $3.6M |
| Hartford Financial Management Inc. | 0.94% | Reduce -8.9% | 84,483 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.9% | 82,667 | $3.4M |
| Walker Asset Management, LLC | 1.96% | Add +0.4% | 83,453 | $3.4M |
| Stephens Inc. | 0.05% | Add +2.0% | 80,813 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 80,030 | $3.3M |
| Creative Planning | 0.00% | Reduce -7.1% | 77,347 | $3.2M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 76,814 | $3.1M |
| Empirical Asset Management, LLC | 0.95% | No change | 75,040 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.6% | 74,273 | $3.0M |
| Kennicott Capital Management LLC | 1.67% | Add +0.1% | 71,944 | $2.9M |
| Apriem Advisors | 0.31% | Add +0.0% | 71,549 | $2.9M |
| Capital Market Strategies LLC | 1.95% | Reduce -24.6% | 68,568 | $2.8M |
| Allen Capital Group, LLC | 0.29% | Reduce -4.8% | 67,205 | $2.7M |
| Biltmore Family Office, LLC | 0.44% | Reduce -7.5% | 64,310 | $2.6M |
| Bawa N Mallick Trust | 1.08% | No change | 64,080 | $2.6M |
| Fortis Advisors, LLC | 1.61% | Add +1.1% | 61,727 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -7.1% | 61,680 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.0% | 61,675 | $2.5M |
| Vishria Bird Financial Group, LLC | 0.80% | No change | 59,040 | $2.4M |
| Bfsg, LLC | 0.27% | Add +22.4% | 58,878 | $2.4M |
| Valicenti Advisory Services Inc. | 0.54% | Reduce -0.4% | 56,928 | $2.3M |
| DHJJ Financial Advisors, Ltd. | 0.82% | Reduce -4.0% | 55,719 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -54.9% | 54,275 | $2.2M |
| Secure Asset Management, LLC | 0.41% | Add +0.8% | 53,954 | $2.2M |
| Halter Ferguson Financial Inc. | 0.77% | Reduce -31.7% | 51,483 | $2.1M |
| &partners | 0.02% | Add +16.7% | 51,068 | $2.1M |
| HHM Wealth Advisors, LLC | 0.25% | Reduce -10.3% | 50,565 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Reduce -1.4% | 49,760 | $2.0M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -2.0% | 48,793 | $2.0M |
| FMR LLC | 0.00% | Add +5.3% | 48,610 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.4% | 48,686 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.2% | 47,206 | $1.9M |
| Valley National Advisers Inc. | 0.31% | No change | 46,879 | $1.9M |
| Patten Group, Inc. | 0.38% | Reduce -3.9% | 44,334 | $1.8M |
| Country Club Bank | 0.11% | Reduce -0.1% | 44,514 | $1.8M |
| McGuire Investment Group, LLC | 0.22% | No change | 43,051 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -60.7% | 42,567 | $1.7M |
| Activest Wealth Management | 0.42% | Reduce -92.0% | 42,411 | $1.7M |
| Comerica Bank | 0.01% | Reduce -0.0% | 42,323 | $1.7M |
| Friedenthal Financial | 0.94% | Add +3.4% | 41,903 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -14.5% | 41,610 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +25.3% | 41,394 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.2% | 39,802 | $1.6M |
| Abbot Financial Management, Inc. | 0.73% | Reduce -0.8% | 38,657 | $1.6M |
| Prostatis Group LLC | 0.44% | Reduce -4.7% | 37,534 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 37,181 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Add +0.1% | 36,897 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.4% | 36,776 | $1.5M |
| Monument Capital Management | 0.38% | Reduce -11.8% | 36,133 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.3% | 34,935 | $1.4M |
| Blair William & Co. | 0.00% | No change | 34,881 | $1.4M |
| Carnegie Investment Counsel | 0.03% | Add +29.8% | 34,749 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.39% | No change | 33,657 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -32.4% | 32,957 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 32,622 | $1.3M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -1.9% | 32,542 | $1.3M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -0.1% | 31,714 | $1.3M |
| Melfa Wealth Management, Inc. | 0.81% | No change | 31,318 | $1.3M |
| Sax Wealth Advisors, LLC | 0.08% | Add +19.1% | 31,201 | $1.3M |
| Crane Advisory, LLC | 0.21% | No change | 31,040 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +11.5% | 30,253 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.35% | Add +2.0% | 29,658 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | No change | 29,572 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.44% | Add +1.3% | 28,825 | $1.2M |
| LVZ, Inc. | 0.14% | Add +2.9% | 28,744 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 27,883 | $1.1M |
| Advisory Alpha, LLC | 0.03% | Reduce -0.5% | 26,382 | $1.1M |
| Goldstein Advisors, LLC | 0.14% | Reduce -3.0% | 25,389 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.2% | 24,880 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.2% | 24,648 | $1.0M |
| OV Management LLC | 0.84% | New | 24,504 | $999K |
| Fca Corp. | 0.29% | Add +0.3% | 23,647 | $964K |
| MAI Capital Management | 0.01% | Reduce -4.0% | 23,120 | $943K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +39.9% | 22,958 | $936K |
| BigSur Wealth Management LLC | 0.23% | Reduce -23.7% | 22,500 | $918K |
| Oak Hill Wealth Advisors, LLC | 0.19% | Add +12.9% | 21,868 | $907K |
| Pacific Sun Financial Corp | 0.46% | No change | 21,580 | $880K |
| Equitable Holdings, Inc. | 0.01% | Add +2.9% | 21,048 | $858K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.5% | 20,794 | $848K |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 20,579 | $839K |
| Three Magnolias Financial Advisors, LLC | 0.57% | No change | 20,050 | $818K |
| Hilltop Partners LLC | 0.25% | Add +0.0% | 20,033 | $817K |
| Optas, LLC | 0.15% | Reduce -6.9% | 19,527 | $796K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,350 | $789K |
| Royal Fund Management, LLC | 0.08% | Add +0.0% | 19,176 | $782K |
| Retirement Planning Group, LLC | 0.03% | New | 18,837 | $768K |
| Atria Investments, Inc | 0.01% | Reduce -9.9% | 18,410 | $751K |
| Kovack Advisors, Inc. | 0.07% | Reduce -11.2% | 18,197 | $742K |
| Kapstone Financial Advisors LLC | 0.35% | No change | 17,280 | $705K |
| Zacks Investment Management | 0.01% | Add +0.1% | 17,233 | $703K |
| Wealth Management Associates, Inc. | 0.27% | Reduce -25.6% | 17,065 | $696K |
| Summit Place Financial Advisors, LLC | 0.35% | No change | 16,960 | $692K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.3% | 16,846 | $687K |
| Private Trust Co. NA | 0.06% | Reduce -34.6% | 16,632 | $678K |
| Citigroup Inc. | 0.00% | Add +1.1% | 16,480 | $672K |
| BXM Wealth LLC | 0.80% | Reduce -12.6% | 16,441 | $670K |
| Kaizen Financial Strategies | 0.34% | Reduce -1.2% | 16,400 | $669K |
| Berger Financial Group, Inc | 0.04% | Add +0.0% | 16,354 | $667K |
| Summit Trail Advisors, LLC | 0.01% | Add +59.6% | 16,249 | $663K |
| Choreo, LLC | 0.01% | Reduce -4.9% | 16,060 | $655K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $652K |
| Venture Visionary Partners LLC | 0.02% | Reduce -7.4% | 15,809 | $645K |
| Acorn Wealth Advisors, LLC | 0.24% | Add +0.1% | 15,503 | $632K |
| Plan A Wealth LLC | 0.36% | Reduce -70.3% | 15,485 | $631K |
| First Trust Advisors LP | 0.00% | No change | 15,260 | $622K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 15,038 | $613K |
| Kaydan Wealth Management, Inc. | 0.20% | Reduce -0.0% | 14,817 | $604K |
| SFE Investment Counsel | 0.11% | Add +1.8% | 14,809 | $604K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 14,550 | $593K |
| Mission Wealth Management, LP | 0.01% | No change | 14,500 | $591K |
| IFP Advisors, Inc | 0.02% | No change | 14,250 | $581K |
| FineMark National Bank & Trust | 0.02% | No change | 14,060 | $573K |
| Kathmere Capital Management, LLC | 0.04% | No change | 14,000 | $571K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 13,590 | $554K |
| TCFG Wealth Management, LLC | 0.25% | Add +0.0% | 13,366 | $545K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.8% | 13,349 | $544K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -8.6% | 13,289 | $542K |
| Calamos Wealth Management LLC | 0.02% | No change | 13,270 | $541K |
| Castle Wealth Management LLC | 0.19% | No change | 12,603 | $514K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.9% | 12,531 | $511K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.0% | 12,480 | $508K |
| Live Oak Investment Partners | 0.39% | No change | 12,386 | $505K |
| Blackston Financial Advisory Group, LLC | 0.31% | Reduce -3.4% | 12,131 | $495K |
| PFG Advisors | 0.02% | Reduce -46.6% | 12,071 | $492K |
| Greenleaf Trust | 0.00% | No change | 11,840 | $483K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 11,727 | $478K |
| Mitchell Sinkler & Starr | 0.23% | No change | 11,600 | $473K |
| Y.D. More Investments Ltd | 0.03% | No change | 11,600 | $473K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $471K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -39.5% | 11,008 | $449K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,922 | $445K |
| Cwm, LLC | 0.00% | No change | 10,741 | $438K |
| AE Wealth Management LLC | 0.00% | Reduce -0.7% | 10,421 | $425K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,400 | $424K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 10,399 | $424K |
| Addison Advisors LLC | 0.10% | No change | 10,200 | $416K |
| Hilltop Holdings Inc. | 0.03% | No change | 10,110 | $412K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 10,050 | $410K |
| Bank of Montreal | 0.00% | No change | 10,005 | $408K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $408K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 9,857 | $402K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -59.4% | 9,843 | $401K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $395K |
| D.A. Davidson & Co. | 0.00% | Reduce -32.2% | 9,655 | $394K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.4% | 9,626 | $393K |
| Summit Wealth Group LLC / Co. | 0.10% | — | 9,524 | $388K |
| CW Advisors, LLC | 0.00% | No change | 9,508 | $388K |
| Sage Capital Management, LLC | 0.18% | Reduce -3.7% | 9,277 | $378K |
| Rovin Capital /Ut/ | 0.11% | Reduce -10.7% | 9,122 | $372K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -90.9% | 8,844 | $361K |
| Waverly Advisors, LLC | 0.00% | New | 8,834 | $360K |
| PKS Advisory Services, LLC | 0.09% | Reduce -9.4% | 8,753 | $357K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.3% | 8,751 | $357K |
| Verus Capital Partners, LLC | 0.03% | Reduce -19.1% | 8,747 | $357K |
| Advisor OS, LLC | 0.04% | Add +0.7% | 8,737 | $356K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.1% | 8,714 | $355K |
| Dakota Wealth Management | 0.01% | Reduce -9.3% | 8,669 | $354K |
| Brown Advisory Inc. | 0.00% | No change | 8,527 | $348K |
| National Bank of Canada | 0.00% | Add +141.6% | 8,530 | $348K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.9% | 8,511 | $347K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $346K |
| Pure Portfolios Holdings LLC | 0.12% | Reduce -24.5% | 8,472 | $345K |
| Arbor Investment Advisors, LLC | 0.04% | Add +24.5% | 8,320 | $339K |
| US Bancorp \de | 0.00% | Add +227.1% | 8,243 | $336K |
| Focus Partners Wealth | 0.00% | Add +9.8% | 8,221 | $335K |
| Beck Capital Management, LLC | 0.08% | Reduce -30.1% | 8,088 | $330K |
| Disciplined Investors, L.L.C. | 0.25% | Reduce -14.2% | 7,850 | $320K |
| Flputnam Investment Management Co. | 0.01% | No change | 7,847 | $320K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 7,634 | $318K |
| Crescent Sterling, Ltd. | 0.35% | Reduce -13.6% | 7,778 | $317K |
| Deutsche Bank AG | 0.00% | No change | 7,772 | $317K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 7,690 | $314K |
| First National Trust Co | 0.01% | Reduce -3.8% | 7,640 | $312K |
| BSW Wealth Partners | 0.04% | Add +0.1% | 7,606 | $310K |
| Gryphon Financial Partners LLC | 0.04% | No change | 7,500 | $306K |
| Oak Harvest Investment Services | 0.04% | No change | 7,500 | $306K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.1% | 7,286 | $297K |
| New Wave Wealth Advisors LLC | 0.12% | Add +1.6% | 7,167 | $292K |
| HBW Advisory Services LLC | 0.04% | Reduce -15.9% | 7,083 | $289K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.1% | 7,000 | $285K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $284K |
| Aurora Private Wealth, Inc. | 0.21% | Add +0.1% | 6,937 | $283K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -3.8% | 6,875 | $280K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,870 | $280K |
| Laidlaw Wealth Management LLC | 0.80% | No change | 6,790 | $277K |
| Seven Mile Advisory | 0.17% | No change | 6,750 | $275K |
| World Investment Advisors | 0.01% | Reduce -0.9% | 6,712 | $274K |
| VestGen Advisors, LLC | 0.01% | New | 6,710 | $274K |
| GTS Securities LLC | 0.01% | New | 6,695 | $273K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 6,670 | $272K |
| Collective Family Office LLC | 0.07% | Reduce -16.9% | 6,650 | $271K |
| Sebold Capital Management, Inc. | 0.17% | Reduce -5.2% | 6,604 | $269K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 6,535 | $266K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 6,516 | $266K |
| Purus Wealth Management, LLC | 0.09% | No change | 6,331 | $258K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 6,169 | $257K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $257K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,186 | $252K |
| IFG Advisors, LLC | 0.04% | Reduce -1.2% | 6,048 | $247K |
| LexAurum Advisors, LLC | 0.04% | Reduce -30.5% | 5,945 | $242K |
| IFG Advisory, LLC | 0.01% | New | 5,941 | $242K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -11.0% | 5,930 | $242K |
| Capital Investment Advisors, LLC | 0.00% | New | 5,925 | $242K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.4% | 5,923 | $242K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,876 | $240K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,850 | $239K |
| AllSquare Wealth Management LLC | 0.13% | No change | 5,750 | $234K |
| Modera Wealth Management, LLC | 0.00% | New | 5,749 | $234K |
| Williamson Legacy Group, LLC | 0.20% | Reduce -4.3% | 5,683 | $232K |
| Williams & Novak, LLC | 0.19% | New | 5,570 | $227K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| Lazari Capital Management, Inc. | 0.08% | Reduce -19.3% | 5,460 | $223K |
| Main Street Group, LTD | 0.08% | No change | 5,453 | $222K |
| Hudson Capital Management LLC | 0.06% | New | 5,368 | $219K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $219K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 5,350 | $218K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 5,270 | $215K |
| Composition Wealth, LLC | 0.00% | New | 5,256 | $214K |
| First Foundation Advisors | 0.01% | New | 5,239 | $214K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,166 | $211K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 5,149 | $210K |
| Albion Financial Group | 0.01% | No change | 5,130 | $209K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 5,129 | $209K |
| D. E. Shaw & Co. | 0.00% | New | 5,043 | $206K |
| Debussy Capital Management LP | 0.03% | New | 5,040 | $206K |
| Sovereign Financial Group, Inc. | 0.04% | New | 5,000 | $204K |
| Independent Advisor Alliance | 0.01% | New | 5,000 | $204K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,974 | $203K |
| First National Advisers, LLC | 0.03% | New | 4,970 | $203K |
| OLIO Financial Planning | 0.06% | New | 4,937 | $201K |
| Meridian Wealth Management, LLC | 0.01% | New | 4,917 | $201K |
| BlackRock, Inc. | 0.00% | Add +532.2% | 4,805 | $196K |
| Franklin Resources Inc. | 0.00% | No change | 4,418 | $180K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $163K |
| Glenmede Investment Management, LP | 0.00% | — | 3,900 | $159K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -98.1% | 3,834 | $156K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,710 | $151K |
| Harbour Investments, Inc. | 0.00% | Add +8.5% | 3,704 | $151K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $124K |
| Arax Advisory Partners | 0.01% | Add +0.0% | 2,704 | $110K |
| Atlantic Private Wealth, LLC | 0.07% | No change | 2,652 | $108K |
| Harbor Asset Planning, Inc. | 0.10% | — | 2,528 | $103K |
| Signaturefd, LLC | 0.00% | Reduce -10.9% | 2,374 | $97K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $92K |
| Realta Investment Advisors | 0.03% | No change | 2,000 | $82K |
| Salem Investment Counselors Inc. | 0.00% | New | 2,000 | $82K |
| Balentine LLC | 0.00% | No change | 1,870 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,792 | $73K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $72K |
| North Capital, Inc. | 0.06% | No change | 1,690 | $69K |
| Founders Capital Management | 0.04% | New | 1,540 | $63K |
| SRH Advisors, LLC | 0.02% | No change | 1,431 | $58K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.1% | 1,350 | $55K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,280 | $52K |
| FWL Investment Management, LLC | 0.01% | Reduce -33.3% | 1,000 | $41K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 1,000 | $41K |
| Bristlecone Advisors, LLC | 0.00% | No change | 1,000 | $41K |
| Lanark Financial, Inc. | 0.00% | Add +17.7% | 989 | $40K |
| Kimelman & Baird, LLC | 0.00% | No change | 910 | $37K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 883 | $36K |
| Pflug Koory, LLC | 0.02% | New | 798 | $33K |
| Advisors Preferred, LLC | 0.01% | New | 777 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 700 | $29K |
| Caldwell Trust Co | 0.00% | No change | 690 | $28K |
| AdvisorNet Financial, Inc | 0.00% | No change | 677 | $28K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 610 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $24K |
| HM Payson & Co. | 0.00% | No change | 600 | $24K |
| Nemes Rush Group LLC | 0.00% | No change | 530 | $22K |
| Tortoise Investment Management, LLC | 0.00% | No change | 520 | $21K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 500 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $20K |
| AlphaCore Capital LLC | 0.00% | No change | 479 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +484.4% | 450 | $18K |
| Financial Gravity Companies, Inc. | 0.00% | — | 434 | $18K |
| Legend Financial Advisors, Inc. | 0.01% | New | 420 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 401 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -46.2% | 360 | $15K |
| Ssa Swiss Advisors AG | 0.01% | No change | 350 | $15K |
| Accredited Wealth Management, LLC | 0.01% | No change | 340 | $14K |
| Simplex Trading, LLC | 0.00% | New | 306 | $12K |
| Silver Oak Securities, Incorporated | 0.00% | New | 286 | $12K |
| Ancora Advisors LLC | 0.00% | Add +28.8% | 273 | $11K |
| Roxbury Financial LLC | 0.01% | Add +0.5% | 212 | $9K |
| Sunbelt Securities, Inc. | 0.00% | New | 220 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 180 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $7K |
| CX Institutional | 0.00% | Add +3.5% | 177 | $7K |
| Global Trust Asset Management, LLC | 0.00% | No change | 170 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 170 | $7K |
| Trust Co. of Toledo NA | 0.00% | New | 134 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 97 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 75 | $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% | New | 51 | $2K |
| Hoey Investments, Inc. | 0.00% | No change | 50 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 10 | $408 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 6 | $245 |
"% 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.