Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q3 2025 (September 30)365holders −3
30new positions
25sold out
2famous investors
$44.58avg. 13F price*
At the end of Q3 2025, 365 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, down 3 from Q2 2025. 30 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($187.9M), Royal Bank of Canada ($163.6M) and Wells Fargo & Company ($116.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $65.1M |
| Exits | 25 | $14.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,607,414 shares bought and 1,672,282 shares sold, net +1,935,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Bank of America Corp. | 0.01% | Add +0.9% | 4,213,957 | $187.9M |
| Royal Bank of Canada | 0.03% | Add +3.0% | 3,670,516 | $163.6M |
| Wells Fargo & Company | 0.02% | Reduce -0.3% | 2,605,552 | $116.2M |
| Morgan Stanley | 0.01% | Add +26.7% | 2,330,054 | $103.9M |
| LPL Financial LLC | 0.03% | Add +0.3% | 2,001,085 | $89.2M |
| UBS Group AG | 0.01% | Add +0.0% | 1,581,555 | $70.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 1,441,963 | $64.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.66% | Add +24.5% | 1,392,499 | $62.1M |
| RMG Wealth Management LLC | 8.70% | Add +3.4% | 1,374,742 | $61.8M |
| Davis Investment Partners, LLC | 20.86% | Reduce -1.8% | 1,358,996 | $61.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.1% | 1,339,647 | $59.7M |
| Horizon Wealth Management, LLC | 7.14% | New | 1,090,352 | $48.6M |
| Captrust Financial Advisors | 0.07% | Reduce -2.5% | 776,997 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.5% | 753,411 | $33.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.9% | 794,163 | $33.4M |
| Summit Trail Advisors, LLC | 0.43% | Add +4241.0% | 705,373 | $31.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.1% | 614,274 | $27.4M |
| Baker Avenue Asset Management, LP | 0.60% | Add +3.9% | 558,290 | $24.9M |
| Bouchey Financial Group, Ltd. | 1.74% | Reduce -0.8% | 506,976 | $22.6M |
| PGIM Custom Harvest LLC | 0.32% | Reduce -3.2% | 470,968 | $21.0M |
| StoneX Group Inc. | 0.89% | Add +2.2% | 455,891 | $20.3M |
| HighTower Advisors, LLC | 0.02% | Add +7.4% | 409,930 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.5% | 399,179 | $17.8M |
| Prasad Wealth Partners, LLC | 4.07% | Reduce -14.9% | 327,888 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 304,764 | $13.6M |
| Compass Wealth Management, LLC | 5.68% | Add +4.4% | 287,516 | $12.8M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -6.3% | 269,135 | $12.0M |
| Mariner, LLC | 0.01% | Add +0.8% | 247,921 | $11.1M |
| Condor Capital Management | 0.87% | Reduce -1.8% | 238,180 | $10.6M |
| FRG Family Wealth Advisors LLC | 1.57% | Reduce -1.4% | 218,375 | $9.7M |
| Aventus Investment Advisors, Inc. | 7.76% | Reduce -0.6% | 204,146 | $9.1M |
| Walled Lake Planning & Wealth Management, LLC | 2.89% | Reduce -3.5% | 197,351 | $8.8M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -9.8% | 197,278 | $8.8M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Reduce -3.6% | 190,107 | $8.5M |
| Rockport Wealth LLC | 1.66% | Add +17.2% | 182,530 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.4% | 180,192 | $8.0M |
| Neville Rodie & Shaw Inc. | 0.57% | Add +2.5% | 177,925 | $7.9M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 170,359 | $7.6M |
| Allworth Financial LP | 0.03% | Reduce -21.2% | 162,077 | $7.2M |
| Yoder Wealth Management, Inc. | 3.32% | Add +3.7% | 157,441 | $7.0M |
| Graham Capital Wealth Management, LLC | 7.12% | New | 155,730 | $6.9M |
| Joseph P. Lucia & Associates, LLC | 2.60% | Reduce -2.5% | 154,792 | $6.9M |
| HB Wealth Management, LLC | 0.05% | Add +0.0% | 153,532 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -62.9% | 152,760 | $6.8M |
| Cascade Wealth Advisors, Inc | 3.16% | Reduce -2.1% | 139,205 | $6.4M |
| Destination Wealth Management | 0.17% | Reduce -12.6% | 138,546 | $6.2M |
| Lido Advisors, LLC | 0.03% | Reduce -1.7% | 135,970 | $6.1M |
| Sage Rhino Capital LLC | 1.14% | Reduce -2.3% | 132,583 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.5% | 131,806 | $5.9M |
| Islay Capital Management, LLC | 3.35% | Add +2.4% | 129,974 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.65% | Add +1.7% | 125,566 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Reduce -1.6% | 124,795 | $5.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -3.0% | 124,002 | $5.5M |
| Legacy Private Trust Co. | 0.33% | Reduce -1.4% | 123,462 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.7% | 121,741 | $5.4M |
| Park Avenue Securities LLC | 0.04% | Add +1.6% | 120,371 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.1% | 114,758 | $5.1M |
| Fifth Third Securities, Inc. | 0.35% | Add +1.8% | 113,425 | $5.1M |
| Detalus Advisors, LLC | 1.28% | Reduce -57.9% | 110,774 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +73.3% | 106,868 | $4.9M |
| Vista Investment Management | 1.71% | Add +5.6% | 109,544 | $4.9M |
| Corient Private Wealth LP | 0.01% | Add +2.2% | 99,506 | $4.4M |
| Creative Planning | 0.00% | Add +20.1% | 92,899 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -56.0% | 87,242 | $3.9M |
| Cetera Investment Advisers | 0.00% | Add +12.0% | 86,010 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.2% | 85,545 | $3.8M |
| Principal Securities, Inc. | 0.06% | Reduce -23.7% | 85,238 | $3.8M |
| Walker Asset Management, LLC | 2.11% | Add +1.3% | 84,512 | $3.8M |
| Stephens Inc. | 0.05% | No change | 80,813 | $3.6M |
| Hartford Financial Management Inc. | 0.92% | Reduce -7.4% | 78,250 | $3.5M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -12.6% | 76,848 | $3.4M |
| Patten & Patten Inc. | 0.20% | New | 76,637 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -4.4% | 76,480 | $3.4M |
| Empirical Asset Management, LLC | 0.91% | Reduce -2.4% | 73,240 | $3.3M |
| Apriem Advisors | 0.30% | Add +0.0% | 71,551 | $3.2M |
| Kennicott Capital Management LLC | 1.54% | Reduce -0.7% | 71,444 | $3.2M |
| Bfsg, LLC | 0.29% | Add +13.4% | 66,800 | $3.0M |
| Allen Capital Group, LLC | 0.28% | Reduce -1.3% | 66,315 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +18.5% | 64,314 | $2.9M |
| Biltmore Family Office, LLC | 0.41% | No change | 64,310 | $2.9M |
| Bawa N Mallick Trust | 1.08% | No change | 64,080 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.33% | Add +0.3% | 61,866 | $2.8M |
| Portus Wealth Advisors, LLC | 2.66% | — | 59,793 | $2.7M |
| Vishria Bird Financial Group, LLC | 0.52% | Reduce -0.0% | 59,035 | $2.6M |
| Valicenti Advisory Services Inc. | 0.53% | Reduce -1.9% | 55,876 | $2.5M |
| DHJJ Financial Advisors, Ltd. | 0.83% | Reduce -1.0% | 55,159 | $2.5M |
| Secure Asset Management, LLC | 0.40% | Add +0.0% | 53,960 | $2.4M |
| FMR LLC | 0.00% | Add +4.5% | 50,788 | $2.3M |
| HHM Wealth Advisors, LLC | 0.26% | No change | 50,565 | $2.3M |
| Patten Group, Inc. | 0.44% | Add +13.2% | 50,193 | $2.2M |
| Carnegie Investment Counsel | 0.04% | Add +40.3% | 48,760 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Reduce -4.0% | 47,748 | $2.1M |
| Valley National Advisers Inc. | 0.32% | No change | 46,879 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.2% | 47,122 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -46.8% | 43,975 | $2.0M |
| Country Club Bank | 0.12% | Reduce -0.2% | 44,444 | $2.0M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -10.4% | 43,713 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +23.9% | 43,288 | $1.9M |
| McGuire Investment Group, LLC | 0.22% | Reduce -0.0% | 43,032 | $1.9M |
| Friedenthal Financial | 0.98% | Add +2.0% | 42,760 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -4.0% | 40,878 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Reduce -2.1% | 40,540 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.7% | 39,535 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.3% | 38,594 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -19.1% | 38,191 | $1.7M |
| Abbot Financial Management, Inc. | 0.72% | Reduce -1.9% | 37,934 | $1.7M |
| Activest Wealth Management | 0.34% | Reduce -10.7% | 37,885 | $1.7M |
| Prostatis Group LLC | 0.42% | Reduce -0.1% | 37,497 | $1.7M |
| American Financial Advisors, LLC | 0.21% | Add +0.1% | 36,914 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -5.4% | 35,183 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +52.6% | 35,028 | $1.6M |
| Blair William & Co. | 0.00% | No change | 34,881 | $1.6M |
| Halter Ferguson Financial Inc. | 0.37% | Reduce -33.6% | 34,180 | $1.5M |
| One Charles Private Wealth Services, LLC | 0.39% | No change | 33,657 | $1.5M |
| &partners | 0.01% | Reduce -34.5% | 33,450 | $1.5M |
| Comerica Bank | 0.01% | Reduce -21.1% | 33,390 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -1.7% | 32,393 | $1.5M |
| Monument Capital Management | 0.37% | Reduce -8.8% | 32,970 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce 0.0% | 32,621 | $1.5M |
| Sax Wealth Advisors, LLC | 0.08% | Add +4.2% | 32,503 | $1.4M |
| Crane Advisory, LLC | 0.22% | No change | 31,040 | $1.4M |
| Melfa Wealth Management, Inc. | 0.82% | No change | 31,318 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.47% | Add +7.8% | 31,087 | $1.4M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -2.2% | 31,003 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.36% | Add +0.0% | 29,660 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | No change | 30,253 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.9% | 30,193 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -2.8% | 28,753 | $1.3M |
| Advisory Alpha, LLC | 0.03% | Add +0.6% | 26,529 | $1.2M |
| Atlas Wealth LLC | 0.51% | New | 26,636 | $1.2M |
| Fca Corp. | 0.31% | Add +7.3% | 25,373 | $1.1M |
| Goldstein Advisors, LLC | 0.14% | Reduce -0.1% | 25,373 | $1.1M |
| Bank of Montreal | 0.00% | Add +141.1% | 24,121 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.9% | 23,158 | $1.0M |
| MAI Capital Management | 0.01% | Add +0.0% | 23,123 | $1.0M |
| BigSur Wealth Management LLC | 0.25% | No change | 22,500 | $1.0M |
| Oak Hill Wealth Advisors, LLC | 0.18% | No change | 21,868 | $975K |
| Pacific Sun Financial Corp | 0.46% | No change | 21,580 | $962K |
| Equitable Holdings, Inc. | 0.01% | Add +1.0% | 21,265 | $948K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 21,204 | $945K |
| Northern Trust Corp. | 0.00% | Add +2.9% | 21,179 | $944K |
| Three Magnolias Financial Advisors, LLC | 0.56% | No change | 20,050 | $894K |
| Mission Wealth Management, LP | 0.02% | Add +37.3% | 19,912 | $888K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -21.0% | 19,472 | $868K |
| Hilltop Partners LLC | 0.26% | Reduce -2.9% | 19,446 | $867K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,350 | $863K |
| Optas, LLC | 0.15% | Reduce -1.4% | 19,264 | $859K |
| Retirement Planning Group, LLC | 0.03% | Add +0.6% | 18,941 | $844K |
| Elevation Wealth Partners, LLC | 0.29% | Add +242.6% | 18,056 | $805K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -35.8% | 17,908 | $798K |
| Wealth Management Associates, Inc. | 0.28% | Add +3.2% | 17,616 | $785K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +3.7% | 17,473 | $779K |
| Kapstone Financial Advisors LLC | 0.36% | No change | 17,280 | $770K |
| Zacks Investment Management | 0.01% | Add +0.1% | 17,249 | $769K |
| Kovack Advisors, Inc. | 0.07% | Reduce -6.6% | 16,997 | $758K |
| Private Trust Co. NA | 0.07% | Add +1.9% | 16,947 | $755K |
| Summit Place Financial Advisors, LLC | 0.36% | Reduce -0.1% | 16,935 | $755K |
| Kaizen Financial Strategies | 0.34% | No change | 16,400 | $743K |
| BXM Wealth LLC | 0.69% | No change | 16,441 | $733K |
| Berger Financial Group, Inc | 0.04% | Add +0.0% | 16,355 | $729K |
| Fortis Advisors, LLC | 0.41% | Reduce -73.8% | 16,184 | $721K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $713K |
| Choreo, LLC | 0.01% | Reduce -1.6% | 15,798 | $704K |
| Citigroup Inc. | 0.00% | Reduce -5.6% | 15,557 | $694K |
| Acorn Wealth Advisors, LLC | 0.22% | Add +0.1% | 15,517 | $692K |
| First Trust Advisors LP | 0.00% | No change | 15,260 | $680K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 15,052 | $671K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 14,476 | $645K |
| SFE Investment Counsel | 0.10% | Reduce -2.3% | 14,469 | $645K |
| Susquehanna International Group, LLP | 0.00% | Add +63.8% | 14,270 | $636K |
| IFP Advisors, Inc | 0.02% | No change | 14,250 | $635K |
| Virtus Family Office LLC | 0.59% | New | 14,231 | $634K |
| Kaydan Wealth Management, Inc. | 0.18% | Reduce -5.0% | 14,071 | $627K |
| FineMark National Bank & Trust | 0.02% | No change | 14,060 | $627K |
| Kathmere Capital Management, LLC | 0.04% | No change | 14,000 | $624K |
| Atria Investments, Inc | 0.01% | Reduce -24.9% | 13,820 | $616K |
| Venture Visionary Partners LLC | 0.02% | Reduce -12.8% | 13,788 | $615K |
| Silver Oak Securities, Incorporated | 0.05% | Add +4675.9% | 13,659 | $609K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 13,590 | $606K |
| Calamos Wealth Management LLC | 0.02% | No change | 13,270 | $592K |
| TCFG Wealth Management, LLC | 0.23% | Reduce -1.0% | 13,237 | $590K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +22.3% | 12,717 | $567K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.5% | 12,689 | $566K |
| Castle Wealth Management LLC | 0.19% | Add +0.0% | 12,604 | $562K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.0% | 12,482 | $556K |
| PFG Advisors | 0.02% | Reduce -0.1% | 12,060 | $538K |
| Y.D. More Investments Ltd | 0.03% | Add +3.8% | 12,040 | $537K |
| Greenleaf Trust | 0.00% | No change | 11,840 | $528K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 11,738 | $523K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $515K |
| Mitchell Sinkler & Starr | 0.23% | Reduce -1.7% | 11,400 | $508K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -1.1% | 10,890 | $508K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.6% | 11,201 | $499K |
| Live Oak Investment Partners | 0.32% | Reduce -11.4% | 10,976 | $489K |
| Cwm, LLC | 0.00% | Add +2.1% | 10,965 | $489K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,922 | $487K |
| Zhang Financial LLC | 0.02% | New | 10,890 | $485K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 10,399 | $464K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +4.2% | 10,251 | $457K |
| Sunbelt Securities, Inc. | 0.03% | Add +4505.4% | 10,132 | $452K |
| Hilltop Holdings Inc. | 0.02% | No change | 10,110 | $451K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $446K |
| National Bank of Canada | 0.00% | Add +15.4% | 9,840 | $438K |
| Addison Advisors LLC | 0.10% | Reduce -4.7% | 9,720 | $433K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $432K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 9,581 | $427K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 9,383 | $418K |
| Sage Capital Management, LLC | 0.19% | Add +0.1% | 9,286 | $414K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 10,050 | $410K |
| Plan A Wealth LLC | 0.21% | Reduce -41.0% | 9,143 | $408K |
| PKS Advisory Services, LLC | 0.09% | Add +3.2% | 9,031 | $403K |
| AE Wealth Management LLC | 0.00% | Reduce -16.4% | 8,711 | $388K |
| Advisor OS, LLC | 0.03% | Reduce -0.6% | 8,688 | $387K |
| NorthRock Partners, LLC | 0.01% | Reduce -10.1% | 8,655 | $386K |
| Brown Advisory Inc. | 0.00% | No change | 8,527 | $380K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.1% | 8,500 | $379K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $378K |
| CX Institutional | 0.01% | Add +4689.3% | 8,477 | $378K |
| Pure Portfolios Holdings LLC | 0.12% | No change | 8,472 | $378K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.0% | 8,310 | $370K |
| Beck Capital Management, LLC | 0.08% | Add +1.3% | 8,193 | $365K |
| Flputnam Investment Management Co. | 0.01% | Add +1.5% | 7,962 | $355K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 7,636 | $354K |
| Focus Partners Wealth | 0.00% | Reduce -4.1% | 7,886 | $352K |
| BlackRock, Inc. | 0.00% | Add +63.9% | 7,874 | $351K |
| Rovin Capital /Ut/ | 0.10% | Reduce -13.7% | 7,872 | $351K |
| Disciplined Investors, L.L.C. | 0.25% | No change | 7,850 | $350K |
| Crescent Sterling, Ltd. | 0.37% | Add +0.5% | 7,818 | $349K |
| VestGen Advisors, LLC | 0.01% | Add +16.1% | 7,791 | $347K |
| Deutsche Bank AG | 0.00% | No change | 7,772 | $346K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 7,690 | $343K |
| First National Trust Co | 0.01% | No change | 7,640 | $341K |
| BSW Wealth Partners | 0.04% | Add +0.1% | 7,611 | $339K |
| Waverly Advisors, LLC | 0.00% | Reduce -14.9% | 7,519 | $335K |
| Gryphon Financial Partners LLC | 0.04% | No change | 7,500 | $334K |
| Oak Harvest Investment Services | 0.04% | No change | 7,500 | $334K |
| New Wave Wealth Advisors LLC | 0.13% | Add +3.6% | 7,425 | $331K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -11.3% | 7,381 | $329K |
| TD Waterhouse Canada Inc. | 0.00% | Add +87.8% | 7,200 | $324K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +13.8% | 7,022 | $316K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.3% | 7,048 | $314K |
| Pathstone Holdings, LLC | 0.00% | No change | 7,000 | $312K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 6,972 | $311K |
| Strategic Financial Concepts, LLC | 0.04% | Add +0.7% | 6,926 | $309K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,870 | $306K |
| IFG Advisors, LLC | 0.05% | Add +11.7% | 6,756 | $301K |
| Seven Mile Advisory | 0.05% | No change | 6,750 | $301K |
| World Investment Advisors | 0.01% | No change | 6,712 | $299K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -1.4% | 6,426 | $286K |
| Purus Wealth Management, LLC | 0.09% | No change | 6,331 | $282K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $281K |
| Mgo One Seven LLC | 0.01% | New | 6,294 | $281K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +21.0% | 6,229 | $278K |
| LexAurum Advisors, LLC | 0.04% | Add +4.5% | 6,214 | $277K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,187 | $276K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -49.5% | 6,128 | $273K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.8% | 6,031 | $269K |
| Purkiss Capital Advisors LLC | 0.13% | New | 6,000 | $267K |
| Renaissance Technologies | 0.00% | New | 6,000 | $267K |
| IFG Advisory, LLC | 0.01% | No change | 5,941 | $265K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 5,935 | $265K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,850 | $261K |
| AllSquare Wealth Management LLC | 0.14% | No change | 5,750 | $256K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,749 | $256K |
| Williamson Legacy Group, LLC | 0.20% | Add +0.2% | 5,695 | $254K |
| Williams & Novak, LLC | 0.19% | No change | 5,570 | $248K |
| Summit Financial, LLC | 0.00% | New | 5,550 | $247K |
| Lazari Capital Management, Inc. | 0.08% | No change | 5,460 | $243K |
| Main Street Group, LTD | 0.08% | No change | 5,453 | $243K |
| Dakota Wealth Management | 0.00% | Reduce -37.3% | 5,437 | $242K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.1% | 5,380 | $240K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $239K |
| Composition Wealth, LLC | 0.00% | No change | 5,256 | $234K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -2.1% | 5,240 | $234K |
| First Foundation Advisors | 0.01% | No change | 5,239 | $234K |
| Krilogy Financial LLC | 0.01% | New | 5,000 | $230K |
| D. E. Shaw & Co. | 0.00% | No change | 5,043 | $225K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| Raab & Moskowitz Asset Management LLC | 0.05% | New | 5,042 | $225K |
| Debussy Capital Management LP | 0.03% | No change | 5,040 | $225K |
| Albion Financial Group | 0.01% | Reduce -2.1% | 5,020 | $224K |
| Collective Family Office LLC | 0.05% | Reduce -24.8% | 5,000 | $223K |
| Sovereign Financial Group, Inc. | 0.04% | No change | 5,000 | $223K |
| Independent Advisor Alliance | 0.01% | No change | 5,000 | $223K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,978 | $222K |
| First National Advisers, LLC | 0.03% | No change | 4,970 | $222K |
| OLIO Financial Planning | 0.06% | No change | 4,937 | $220K |
| Meridian Wealth Management, LLC | 0.01% | No change | 4,917 | $219K |
| Headinvest, LLC | 0.04% | New | 4,867 | $217K |
| Essex Financial Services, Inc. | 0.01% | New | 4,852 | $216K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,752 | $212K |
| Commerce Bank | 0.00% | New | 4,707 | $210K |
| Transcend Capital Advisors, LLC | 0.01% | New | 4,704 | $210K |
| NewEdge Wealth, LLC | 0.00% | New | 4,540 | $209K |
| TFC Financial Management, Inc. | 0.03% | New | 4,630 | $206K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,600 | $205K |
| Fidelis Capital Partners, LLC | 0.02% | New | 4,560 | $203K |
| Franklin Resources Inc. | 0.00% | No change | 4,418 | $197K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +523.4% | 4,364 | $195K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $178K |
| Glenmede Investment Management, LP | 0.00% | No change | 3,900 | $174K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,710 | $165K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.2% | 3,661 | $163K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 3,438 | $155K |
| US Bancorp \de | 0.00% | Reduce -59.3% | 3,355 | $150K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $135K |
| Atlantic Private Wealth, LLC | 0.08% | No change | 2,652 | $118K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.1% | 2,530 | $113K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 2,375 | $106K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $100K |
| Advisors Preferred, LLC | 0.01% | Add +170.4% | 2,101 | $95K |
| Realta Investment Advisors | 0.03% | No change | 2,000 | $89K |
| Tucker Asset Management LLC | 0.03% | New | 2,000 | $89K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,000 | $89K |
| Balentine LLC | 0.00% | No change | 1,870 | $83K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $78K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,720 | $77K |
| North Capital, Inc. | 0.06% | Add +0.1% | 1,691 | $75K |
| Founders Capital Management | 0.04% | No change | 1,540 | $69K |
| SRH Advisors, LLC | 0.02% | No change | 1,431 | $64K |
| Collier Financial | 0.05% | — | 1,386 | $62K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.1% | 1,352 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | New | 1,300 | $58K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,280 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -34.3% | 1,177 | $52K |
| Lanark Financial, Inc. | 0.00% | Add +2.6% | 1,015 | $45K |
| FWL Investment Management, LLC | 0.01% | No change | 1,000 | $45K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $40K |
| Parallel Advisors, LLC | 0.00% | No change | 883 | $39K |
| Optiver Holding B.V. | 0.00% | New | 755 | $34K |
| Caldwell Trust Co | 0.00% | No change | 690 | $31K |
| Nemes Rush Group LLC | 0.00% | Add +28.3% | 680 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 677 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 600 | $27K |
| HM Payson & Co. | 0.00% | No change | 600 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -4.9% | 580 | $26K |
| AlphaCore Capital LLC | 0.00% | Add +8.3% | 519 | $23K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -0.2% | 519 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 451 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 401 | $18K |
| Simplex Trading, LLC | 0.00% | Add +28.1% | 392 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 369 | $16K |
| Assetmark, Inc. | 0.00% | No change | 360 | $16K |
| Ssa Swiss Advisors AG | 0.01% | No change | 350 | $16K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -24.4% | 257 | $15K |
| Larson Financial Group LLC | 0.00% | New | 300 | $13K |
| Ancora Advisors LLC | 0.00% | No change | 273 | $12K |
| Global Retirement Partners, LLC | 0.00% | Add +2380.0% | 248 | $11K |
| Roxbury Financial LLC | 0.01% | No change | 212 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $8K |
| Global Trust Asset Management, LLC | 0.00% | No change | 170 | $8K |
| Trust Co. of Toledo NA | 0.00% | No change | 134 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.1% | 95 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 95 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 75 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 70 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $3K |
| Colonial Trust Advisors | 0.00% | New | 69 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 66 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 51 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -88.2% | 20 | $892 |
| Qube Research & Technologies Ltd | 0.00% | No change | 6 | $267 |
"% 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.