Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q4 2025 (December 31)393holders +28
40new positions
26sold out
2famous investors
$45.53avg. 13F price*
At the end of Q4 2025, 393 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 28 from Q3 2025. 40 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($187.9M), Wells Fargo & Company ($125.0M) and Morgan Stanley ($96.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $61.8M |
| Exits | 26 | $123.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,529,831 shares bought and 7,021,206 shares sold, net −4,491,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| Bank of America Corp. | 0.01% | Reduce -2.0% | 4,127,747 | $187.9M |
| Wells Fargo & Company | 0.02% | Add +5.4% | 2,746,577 | $125.0M |
| Morgan Stanley | 0.01% | Reduce -8.8% | 2,125,719 | $96.7M |
| LPL Financial LLC | 0.02% | Reduce -2.1% | 1,959,772 | $89.2M |
| Baltimore-Washington Financial Advisors, Inc. | 3.15% | Add +19.0% | 1,656,784 | $75.4M |
| UBS Group AG | 0.01% | Reduce -5.8% | 1,489,850 | $67.8M |
| Royal Bank of Canada | 0.01% | Reduce -63.9% | 1,326,999 | $60.4M |
| Davis Investment Partners, LLC | 20.74% | Reduce -4.6% | 1,296,008 | $59.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.6% | 1,277,600 | $58.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.4% | 1,175,951 | $53.5M |
| Two Sigma Investments, LP | 0.06% | New | 806,200 | $36.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -3.0% | 770,592 | $35.1M |
| Captrust Financial Advisors | 0.06% | Reduce -6.5% | 726,480 | $33.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.1% | 685,140 | $31.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.4% | 611,658 | $27.8M |
| Baker Avenue Asset Management, LP | 0.61% | Add +4.6% | 584,152 | $26.6M |
| Bouchey Financial Group, Ltd. | 1.63% | Reduce -5.8% | 477,638 | $21.7M |
| StoneX Group Inc. | 0.90% | Reduce -0.3% | 454,321 | $20.7M |
| Summit Trail Advisors, LLC | 0.35% | Reduce -37.8% | 438,733 | $20.0M |
| PGIM Custom Harvest LLC | 0.29% | Reduce -9.0% | 428,380 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.9% | 402,106 | $18.3M |
| Prasad Wealth Partners, LLC | 3.95% | Reduce -0.7% | 325,724 | $14.8M |
| Compass Wealth Management, LLC | 5.95% | Add +10.4% | 317,305 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -26.2% | 294,594 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.4% | 291,291 | $13.3M |
| Mariner, LLC | 0.01% | Add +11.6% | 276,565 | $12.6M |
| Condor Capital Management | 0.85% | Reduce -3.5% | 229,913 | $10.5M |
| Cetera Investment Advisers | 0.01% | Add +157.0% | 221,076 | $10.1M |
| FRG Family Wealth Advisors LLC | 1.53% | Reduce -0.6% | 216,975 | $9.9M |
| Chicago Wealth Management, Inc. | 3.96% | New | 216,430 | $9.8M |
| Aventus Investment Advisors, Inc. | 7.68% | Add +2.0% | 208,327 | $9.5M |
| Farther Finance Advisors, LLC | 0.10% | Add +2.0% | 201,186 | $9.2M |
| Patten & Patten Inc. | 0.52% | Add +156.1% | 196,270 | $8.9M |
| Walled Lake Planning & Wealth Management, LLC | 2.81% | Reduce -1.1% | 195,072 | $8.9M |
| Atlas Capital Advisors Inc. | 0.96% | — | 189,132 | $8.6M |
| Neville Rodie & Shaw Inc. | 0.61% | Add +6.2% | 188,950 | $8.6M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -0.9% | 188,373 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +10.4% | 188,166 | $8.6M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -31.9% | 183,425 | $8.3M |
| Rockport Wealth LLC | 1.60% | Reduce -0.8% | 181,134 | $8.2M |
| Graham Capital Wealth Management, LLC | 7.58% | Add +15.8% | 180,329 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.2% | 177,962 | $8.1M |
| Yoder Wealth Management, Inc. | 3.18% | Reduce -2.5% | 153,487 | $7.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +254.1% | 153,267 | $7.0M |
| Cascade Wealth Advisors, Inc | 3.12% | Reduce -0.1% | 139,005 | $6.8M |
| HB Wealth Management, LLC | 0.04% | Reduce -3.4% | 148,310 | $6.7M |
| Joseph P. Lucia & Associates, LLC | 2.43% | Reduce -4.5% | 147,777 | $6.7M |
| Allworth Financial LP | 0.03% | Reduce -10.0% | 145,908 | $6.6M |
| Islay Capital Management, LLC | 3.76% | Add +7.4% | 139,568 | $6.4M |
| Lido Advisors, LLC | 0.02% | Add +3.0% | 140,100 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.0% | 135,702 | $6.2M |
| Destination Wealth Management | 0.16% | Reduce -3.4% | 133,835 | $6.1M |
| Advisory Services Network, LLC | 0.09% | Add +7.2% | 133,799 | $6.1M |
| Park Avenue Securities LLC | 0.05% | Add +7.8% | 129,748 | $5.9M |
| Sage Rhino Capital LLC | 1.08% | Reduce -5.0% | 125,946 | $5.7M |
| Legacy Private Trust Co. | 0.33% | Add +0.4% | 123,904 | $5.6M |
| Redhawk Wealth Advisors, Inc. | 0.63% | Reduce -1.9% | 123,221 | $5.6M |
| Fifth Third Securities, Inc. | 0.36% | Add +6.3% | 120,571 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.5% | 118,692 | $5.4M |
| Vista Investment Management | 1.78% | Add +8.0% | 118,349 | $5.4M |
| Climber Capital SA | 3.44% | — | 123,730 | $5.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.8% | 114,357 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.1% | 105,492 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +4.7% | 104,221 | $4.8M |
| Detalus Advisors, LLC | 1.10% | Reduce -10.8% | 98,832 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.8% | 87,053 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.1% | 84,499 | $3.8M |
| PW Nova Financial Services LLC | 1.44% | — | 82,995 | $3.8M |
| Walker Asset Management, LLC | 2.03% | Reduce -1.8% | 82,956 | $3.8M |
| Creative Planning | 0.00% | Reduce -11.2% | 82,513 | $3.8M |
| Stephens Inc. | 0.04% | Reduce -1.9% | 79,298 | $3.6M |
| Hartford Financial Management Inc. | 0.93% | Reduce 0.0% | 78,247 | $3.6M |
| Apriem Advisors | 0.30% | Add +0.0% | 71,553 | $3.3M |
| Kennicott Capital Management LLC | 1.58% | No change | 71,444 | $3.3M |
| Bfsg, LLC | 0.31% | Add +4.4% | 69,726 | $3.2M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -9.4% | 69,635 | $3.2M |
| Empirical Asset Management, LLC | 0.88% | Reduce -6.3% | 68,610 | $3.1M |
| Bullock Wealth Management Group | 1.47% | — | 66,156 | $3.0M |
| Allen Capital Group, LLC | 0.27% | Reduce -3.2% | 64,211 | $2.9M |
| Bawa N Mallick Trust | 1.08% | No change | 64,080 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.0% | 63,686 | $2.9M |
| Biltmore Family Office, LLC | 0.40% | Reduce -1.4% | 63,380 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Add +0.1% | 61,945 | $2.8M |
| Cerity Partners LLC | 0.00% | Add +51.3% | 61,852 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -43.0% | 60,891 | $2.8M |
| Portus Wealth Advisors, LLC | 2.61% | Add +1.5% | 60,689 | $2.8M |
| Patten Group, Inc. | 0.51% | Add +20.1% | 60,308 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +26.5% | 59,613 | $2.7M |
| Valicenti Advisory Services Inc. | 0.53% | Add +0.5% | 56,125 | $2.6M |
| Principal Securities, Inc. | 0.04% | Reduce -34.7% | 55,637 | $2.5M |
| Paller Financial Services Inc | 2.01% | — | 55,202 | $2.5M |
| FMR LLC | 0.00% | Add +7.8% | 54,744 | $2.5M |
| DHJJ Financial Advisors, Ltd. | 0.83% | Reduce -0.8% | 54,700 | $2.5M |
| Carnegie Investment Counsel | 0.04% | Add +9.4% | 53,355 | $2.4M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -3.2% | 48,945 | $2.2M |
| Valley National Advisers Inc. | 0.30% | No change | 46,879 | $2.1M |
| Secure Asset Management, LLC | 0.32% | Reduce -16.9% | 44,824 | $2.0M |
| First National Bank of Omaha | 0.06% | New | 44,229 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 43,449 | $2.0M |
| Activest Wealth Management | 0.37% | Add +14.4% | 43,340 | $2.0M |
| McGuire Investment Group, LLC | 0.21% | No change | 43,032 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.1% | 40,395 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -12.4% | 41,820 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +25.4% | 40,892 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +833.1% | 40,721 | $1.9M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.96% | — | 40,464 | $1.8M |
| Tradition Wealth Management, LLC | 0.13% | Reduce -7.5% | 40,428 | $1.8M |
| Friedenthal Financial | 0.94% | Reduce -6.4% | 40,021 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +1.1% | 39,986 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -48.9% | 39,084 | $1.8M |
| Abbot Financial Management, Inc. | 0.73% | Add +2.5% | 38,891 | $1.8M |
| Perryman Financial Advisory Inc. | 0.26% | — | 38,563 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.5% | 37,633 | $1.7M |
| American Financial Advisors, LLC | 0.22% | Reduce -0.7% | 36,648 | $1.7M |
| Prostatis Group LLC | 0.40% | Reduce -2.6% | 36,512 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.2% | 34,943 | $1.6M |
| Blair William & Co. | 0.00% | No change | 34,881 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.8% | 34,846 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.40% | No change | 33,657 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -4.9% | 33,448 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -3.3% | 31,338 | $1.5M |
| Crane Advisory, LLC | 0.22% | No change | 31,040 | $1.5M |
| Monument Capital Management | 0.36% | Reduce -2.9% | 32,009 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.31% | Add +2.8% | 31,945 | $1.5M |
| Halter Ferguson Financial Inc. | 0.32% | Reduce -7.7% | 31,533 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | Add +4.2% | 31,527 | $1.4M |
| Melfa Wealth Management, Inc. | 0.82% | No change | 31,318 | $1.4M |
| &partners | 0.01% | Reduce -6.7% | 31,213 | $1.4M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -2.2% | 30,321 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -25.7% | 30,116 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 29,559 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -11.9% | 28,647 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -2.9% | 27,925 | $1.3M |
| Hills Bank & Trust Co | 0.07% | New | 27,474 | $1.3M |
| Comerica Bank | 0.00% | Reduce -19.6% | 26,855 | $1.2M |
| Creegan & Nassoura Financial Group, LLC | 0.78% | New | 26,540 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.27% | Reduce -13.4% | 25,678 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Reduce -2.3% | 25,932 | $1.2M |
| Goldstein Advisors, LLC | 0.13% | Reduce -0.2% | 25,320 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +74.4% | 24,881 | $1.1M |
| Ethos Capital Management, Inc. | 1.05% | — | 24,573 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.34% | New | 23,391 | $1.1M |
| MAI Capital Management | 0.01% | Add +1.0% | 23,362 | $1.1M |
| BigSur Wealth Management LLC | 0.25% | No change | 22,500 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +5.3% | 22,382 | $1.0M |
| Zacks Investment Management | 0.01% | Add +27.6% | 22,019 | $1.0M |
| Pacific Sun Financial Corp | 0.47% | Reduce -0.2% | 21,540 | $980K |
| Fca Corp. | 0.27% | Reduce -16.2% | 21,266 | $968K |
| IFP Advisors, Inc | 0.02% | Add +48.1% | 21,104 | $960K |
| Northern Trust Corp. | 0.00% | Reduce -4.9% | 20,139 | $917K |
| Three Magnolias Financial Advisors, LLC | 0.57% | No change | 20,050 | $912K |
| Mission Wealth Management, LP | 0.02% | No change | 19,912 | $906K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.2% | 19,384 | $882K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 19,350 | $881K |
| Hilltop Partners LLC | 0.23% | Reduce -1.3% | 19,188 | $873K |
| Retirement Planning Group, LLC | 0.03% | No change | 18,941 | $862K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.5% | 18,757 | $854K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.66% | — | 18,750 | $853K |
| Royal Fund Management, LLC | 0.08% | New | 18,625 | $848K |
| Optas, LLC | 0.13% | Reduce -3.6% | 18,577 | $845K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.7% | 18,354 | $835K |
| Reicon Wealth Advisors, LLC | 0.59% | — | 17,771 | $809K |
| NewEdge Wealth, LLC | 0.01% | Add +284.0% | 17,435 | $793K |
| Kapstone Financial Advisors LLC | 0.39% | No change | 17,280 | $786K |
| Kovack Advisors, Inc. | 0.04% | Add +1.3% | 17,222 | $784K |
| Summit Place Financial Advisors, LLC | 0.37% | Reduce -0.7% | 16,825 | $766K |
| BXM Wealth LLC | 0.58% | No change | 16,441 | $748K |
| Kaizen Financial Strategies | 0.33% | No change | 16,400 | $746K |
| Berger Financial Group, Inc | 0.04% | Add +0.0% | 16,357 | $744K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -7.0% | 16,251 | $740K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $728K |
| Wealth Management Associates, Inc. | 0.25% | Reduce -10.2% | 15,828 | $720K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +0.1% | 15,530 | $707K |
| First Trust Advisors LP | 0.00% | No change | 15,260 | $694K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 15,065 | $686K |
| Choreo, LLC | 0.01% | Reduce -7.0% | 14,688 | $677K |
| SFE Investment Counsel | 0.10% | Add +1.4% | 14,667 | $667K |
| Advisors Preferred, LLC | 0.10% | Add +571.1% | 14,100 | $645K |
| FineMark National Bank & Trust | 0.02% | No change | 14,060 | $640K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 14,043 | $639K |
| Fortis Advisors, LLC | 0.35% | Reduce -13.4% | 14,021 | $638K |
| Kathmere Capital Management, LLC | 0.04% | No change | 14,000 | $637K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.0% | 13,661 | $630K |
| Private Trust Co. NA | 0.05% | Reduce -19.6% | 13,631 | $620K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 13,590 | $618K |
| EP Wealth Advisors, LLC | 0.00% | — | 13,574 | $618K |
| Calamos Wealth Management LLC | 0.02% | No change | 13,270 | $604K |
| Kaydan Wealth Management, Inc. | 0.17% | Reduce -6.0% | 13,228 | $602K |
| Cwm, LLC | 0.00% | Add +18.2% | 12,965 | $590K |
| Global Assets Advisory, LLC | 0.17% | New | 12,918 | $588K |
| Atria Investments, Inc | 0.01% | Reduce -8.8% | 12,604 | $574K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 12,597 | $573K |
| Citigroup Inc. | 0.00% | Reduce -19.6% | 12,505 | $569K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.0% | 12,483 | $568K |
| Castle Wealth Management LLC | 0.19% | Reduce -1.9% | 12,370 | $563K |
| Y.D. More Investments Ltd | 0.03% | No change | 12,040 | $553K |
| Greenleaf Trust | 0.00% | No change | 11,840 | $539K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 11,748 | $535K |
| PFG Advisors | 0.03% | Reduce -3.9% | 11,586 | $527K |
| Focus Partners Wealth | 0.00% | Add +46.5% | 11,550 | $526K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $526K |
| Mitchell Sinkler & Starr | 0.23% | No change | 11,400 | $519K |
| Briggs Wealth Management, Inc | 0.56% | — | 11,372 | $518K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +136.9% | 11,258 | $512K |
| World Investment Advisors | 0.01% | Add +65.7% | 11,119 | $506K |
| Prosperity Consulting Group, LLC | 0.02% | New | 11,090 | $505K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.8% | 10,997 | $500K |
| Richard Bernstein Advisors LLC | 0.01% | No change | 10,890 | $496K |
| Zhang Financial LLC | 0.02% | No change | 10,890 | $496K |
| Renaissance Technologies | 0.00% | Add +80.0% | 10,800 | $492K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.3% | 10,670 | $486K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 10,399 | $473K |
| Hilltop Holdings Inc. | 0.03% | Add +1.6% | 10,274 | $468K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.1% | 10,258 | $467K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.0% | 10,136 | $461K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -24.2% | 10,034 | $457K |
| Oakworth Capital, Inc. | 0.02% | No change | 10,000 | $455K |
| AQR Capital Management | 0.00% | New | 9,803 | $446K |
| Wealth Enhancement Trust Services, Inc. | 0.06% | — | 9,762 | $444K |
| Bank of Montreal | 0.00% | Reduce -59.6% | 9,751 | $444K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $441K |
| Addison Advisors LLC | 0.10% | Reduce -0.6% | 9,662 | $440K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 9,456 | $430K |
| Sage Capital Management, LLC | 0.20% | No change | 9,286 | $423K |
| IPG Investment Advisors LLC | 0.07% | New | 9,250 | $421K |
| PKS Advisory Services, LLC | 0.10% | Add +2.1% | 9,224 | $420K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 9,183 | $418K |
| Fulton Bank, N.A. | 0.01% | New | 9,000 | $410K |
| National Bank of Canada | 0.00% | Reduce -9.2% | 8,933 | $406K |
| Aptus Capital Advisors, LLC | 0.00% | Add +63.3% | 8,787 | $400K |
| Dakota Wealth Management | 0.01% | Add +59.8% | 8,687 | $395K |
| Advisor OS, LLC | 0.03% | Reduce -0.8% | 8,622 | $392K |
| Venture Visionary Partners LLC | 0.01% | Reduce -38.1% | 8,533 | $388K |
| Brown Advisory Inc. | 0.00% | No change | 8,527 | $388K |
| Independent Financial Group, LLC | 0.01% | No change | 8,500 | $387K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $386K |
| BlackRock, Inc. | 0.00% | Add +5.6% | 8,313 | $378K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 8,281 | $377K |
| Waverly Advisors, LLC | 0.00% | Add +9.4% | 8,226 | $374K |
| Beck Capital Management, LLC | 0.09% | Add +0.1% | 8,205 | $373K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.5% | 8,180 | $372K |
| Flputnam Investment Management Co. | 0.01% | Add +1.3% | 8,062 | $367K |
| New Wave Wealth Advisors LLC | 0.13% | Add +8.1% | 8,024 | $365K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 7,638 | $361K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 7,895 | $359K |
| Tiller Private Wealth, Inc. | 0.13% | Add +2.6% | 7,890 | $359K |
| Disciplined Investors, L.L.C. | 0.23% | No change | 7,850 | $357K |
| Rovin Capital /Ut/ | 0.09% | Reduce -0.2% | 7,853 | $357K |
| Elevation Wealth Partners, LLC | 0.13% | Reduce -56.8% | 7,794 | $355K |
| Deutsche Bank AG | 0.00% | No change | 7,772 | $354K |
| Crescent Sterling, Ltd. | 0.36% | Reduce -1.3% | 7,717 | $351K |
| First National Trust Co | 0.01% | No change | 7,640 | $348K |
| BSW Wealth Partners | 0.04% | Add +0.1% | 7,615 | $347K |
| Money Concepts Capital Corp. | 0.02% | New | 7,580 | $345K |
| Pure Portfolios Holdings LLC | 0.10% | Reduce -10.9% | 7,547 | $343K |
| Gryphon Financial Partners LLC | 0.04% | No change | 7,500 | $341K |
| Oak Harvest Investment Services | 0.04% | No change | 7,500 | $341K |
| VestGen Advisors, LLC | 0.01% | Reduce -6.2% | 7,310 | $333K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -27.5% | 7,290 | $332K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,200 | $327K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -2.7% | 7,184 | $327K |
| High Point Wealth Management, LLC | 0.31% | — | 7,169 | $326K |
| Guilbault Capital LLC | 0.36% | — | 7,156 | $326K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.8% | 6,966 | $321K |
| WBH Advisory Inc. | 0.02% | New | 7,000 | $319K |
| Pathstone Holdings, LLC | 0.00% | No change | 7,000 | $319K |
| Aurora Private Wealth, Inc. | 0.21% | — | 6,941 | $316K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,870 | $313K |
| Seven Mile Advisory | 0.05% | No change | 6,750 | $307K |
| GM Advisory Group, LLC | 0.01% | New | 6,750 | $307K |
| Laurel Wealth Advisors LLC | 0.04% | New | 6,535 | $297K |
| ATX Financial Planning, LLC | 0.23% | — | 6,513 | $296K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +5.4% | 6,355 | $289K |
| Purus Wealth Management, LLC | 0.09% | No change | 6,331 | $288K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $287K |
| Mgo One Seven LLC | 0.01% | No change | 6,294 | $286K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.3% | 6,087 | $277K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -52.5% | 6,037 | $275K |
| Purkiss Capital Advisors LLC | 0.13% | No change | 6,000 | $273K |
| IFG Advisors, LLC | 0.05% | Reduce -11.8% | 5,962 | $271K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 5,940 | $270K |
| Fidelis Capital Partners, LLC | 0.02% | Add +29.2% | 5,891 | $268K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,850 | $266K |
| Summit Financial, LLC | 0.00% | Add +5.1% | 5,831 | $265K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,749 | $262K |
| IFG Advisory, LLC | 0.01% | Reduce -3.6% | 5,726 | $261K |
| Williamson Legacy Group, LLC | 0.20% | Add +0.5% | 5,725 | $261K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -7.1% | 5,693 | $259K |
| Williams & Novak, LLC | 0.19% | No change | 5,570 | $253K |
| Lazari Capital Management, Inc. | 0.08% | No change | 5,460 | $248K |
| Main Street Group, LTD | 0.09% | No change | 5,453 | $248K |
| Transcend Capital Advisors, LLC | 0.02% | Add +14.8% | 5,401 | $246K |
| Nicolet Bankshares Inc. | 0.04% | New | 5,400 | $246K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $244K |
| Composition Wealth, LLC | 0.00% | No change | 5,256 | $239K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 5,240 | $238K |
| HBW Advisory Services LLC | 0.03% | New | 5,237 | $238K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 5,234 | $238K |
| Krilogy Financial LLC | 0.01% | No change | 5,000 | $238K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,188 | $230K |
| Debussy Capital Management LP | 0.03% | No change | 5,040 | $229K |
| Albion Financial Group | 0.01% | No change | 5,020 | $228K |
| Global Retirement Partners, LLC | 0.00% | Add +1920.2% | 5,010 | $228K |
| Clayton Financial Group LLC | 0.12% | New | 5,000 | $228K |
| Sovereign Financial Group, Inc. | 0.04% | No change | 5,000 | $228K |
| Independent Advisor Alliance | 0.01% | No change | 5,000 | $228K |
| Raab & Moskowitz Asset Management LLC | 0.05% | Reduce -1.1% | 4,987 | $227K |
| Aspiriant, LLC | 0.01% | New | 4,986 | $227K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,984 | $227K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,982 | $227K |
| First National Advisers, LLC | 0.03% | No change | 4,970 | $226K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| DMC Group, LLC | 0.15% | New | 4,938 | $225K |
| OLIO Financial Planning | 0.06% | No change | 4,937 | $225K |
| Bluedoor Private Wealth, LLC | 0.10% | — | 4,880 | $222K |
| Essex Financial Services, Inc. | 0.01% | No change | 4,852 | $221K |
| Headinvest, LLC | 0.04% | Reduce -2.0% | 4,767 | $217K |
| Commerce Bank | 0.00% | No change | 4,707 | $214K |
| Polaris Investment Advisors, LLC | 0.15% | — | 4,600 | $209K |
| AE Wealth Management LLC | 0.00% | Reduce -48.1% | 4,518 | $206K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 4,481 | $204K |
| Triangle Securities Wealth Management | 0.04% | New | 4,405 | $200K |
| Rede Wealth, LLC | 0.07% | New | 4,400 | $200K |
| Manchester Capital Management LLC | 0.02% | No change | 4,000 | $182K |
| Glenmede Trust Co. NA | 0.00% | — | 3,900 | $177K |
| Arax Advisory Partners | 0.00% | New | 3,659 | $167K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,438 | $160K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.2% | 3,434 | $156K |
| Franklin Resources Inc. | 0.00% | Reduce -24.7% | 3,325 | $151K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $138K |
| International Assets Investment Management, LLC | 0.01% | New | 2,859 | $130K |
| Signaturefd, LLC | 0.00% | Add +12.7% | 2,676 | $122K |
| Atlantic Private Wealth, LLC | 0.08% | No change | 2,652 | $121K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.1% | 2,533 | $115K |
| Sankala Group LLC | 0.09% | — | 2,442 | $115K |
| Hollencrest Capital Management | 0.00% | No change | 2,250 | $102K |
| Realta Investment Advisors | 0.03% | No change | 2,000 | $91K |
| Balentine LLC | 0.00% | No change | 1,870 | $85K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,799 | $82K |
| TCTC Holdings, LLC | 0.00% | No change | 1,759 | $80K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,720 | $78K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,620 | $75K |
| Founders Capital Management | 0.04% | No change | 1,540 | $70K |
| CX Institutional | 0.00% | Reduce -81.9% | 1,533 | $70K |
| TFC Financial Management, Inc. | 0.01% | Reduce -67.4% | 1,510 | $69K |
| SRH Advisors, LLC | 0.02% | No change | 1,431 | $65K |
| Seal Cove Capital, LLC | 0.06% | — | 1,408 | $64K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 1,352 | $62K |
| Walsh & Associates, LLC | 0.06% | — | 1,300 | $59K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,280 | $58K |
| Collier Financial | 0.04% | Reduce -12.6% | 1,212 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,177 | $54K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,047 | $48K |
| FWL Investment Management, LLC | 0.01% | No change | 1,000 | $46K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 955 | $43K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $41K |
| Parallel Advisors, LLC | 0.00% | No change | 883 | $40K |
| Lanark Financial, Inc. | 0.00% | Reduce -17.2% | 840 | $38K |
| US Bancorp \de | 0.00% | Reduce -76.9% | 776 | $35K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +32.6% | 769 | $35K |
| Caldwell Trust Co | 0.00% | No change | 690 | $31K |
| Nemes Rush Group LLC | 0.00% | No change | 680 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 677 | $31K |
| HM Payson & Co. | 0.00% | No change | 600 | $27K |
| AlphaCore Capital LLC | 0.00% | Reduce -4.4% | 496 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $22K |
| Sound Income Strategies, LLC | 0.00% | No change | 451 | $21K |
| Assetmark, Inc. | 0.00% | Add +28.3% | 462 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 401 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 362 | $16K |
| Ssa Swiss Advisors AG | 0.01% | No change | 350 | $16K |
| MCF Advisors LLC | 0.00% | New | 340 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 273 | $12K |
| Roxbury Financial LLC | 0.01% | No change | 212 | $10K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $8K |
| Blue Trust, Inc. | 0.00% | New | 168 | $8K |
| Lodestone Wealth Management LLC | 0.00% | New | 161 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Add +650.0% | 150 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -61.0% | 144 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 134 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | New | 120 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Add +1500.0% | 96 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 95 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -6.3% | 89 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 75 | $3K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -58.8% | 70 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 70 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 66 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 51 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 51 | $2K |
"% 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.