Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q1 2026 (March 31)413holders +20
43new positions
22sold out
1famous investor
$45.77avg. 13F price*
At the end of Q1 2026, 413 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 20 from Q4 2025. 43 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($236.7M), Morgan Stanley ($116.4M) and Wells Fargo & Company ($109.4M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $113.3M |
| Exits | 22 | $7.6M |
All 13F filers, Q4 2025 → Q1 2026: 5,447,735 shares bought and 2,131,504 shares sold, net +3,316,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| Bank of America Corp. | 0.02% | Add +26.7% | 5,230,024 | $236.7M |
| Morgan Stanley | 0.01% | Add +21.0% | 2,571,242 | $116.4M |
| Wells Fargo & Company | 0.02% | Reduce -12.0% | 2,418,069 | $109.4M |
| LPL Financial LLC | 0.02% | Add +1.7% | 1,993,742 | $90.2M |
| RMG Wealth Management LLC | 9.98% | New | 1,467,902 | $86.5M |
| Baltimore-Washington Financial Advisors, Inc. | 3.33% | Add +2.4% | 1,696,302 | $76.8M |
| UBS Group AG | 0.01% | Add +0.9% | 1,503,174 | $68.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 1,274,550 | $57.7M |
| Royal Bank of Canada | 0.01% | Reduce -5.0% | 1,261,214 | $57.1M |
| Davis Investment Partners, LLC | 20.05% | Reduce -3.3% | 1,253,783 | $56.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 1,154,015 | $50.2M |
| Osaic Holdings, Inc. | 0.05% | Add +2.9% | 792,682 | $35.9M |
| Captrust Financial Advisors | 0.06% | Reduce -0.9% | 719,795 | $32.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.5% | 638,910 | $28.9M |
| Baker Avenue Asset Management, LP | 0.62% | Add +3.6% | 605,362 | $27.4M |
| Summit Trail Advisors, LLC | 0.37% | Add +29.7% | 568,887 | $25.7M |
| Independent Advisor Alliance | 0.27% | Add +10815.1% | 545,754 | $24.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -35.5% | 520,400 | $23.6M |
| Bouchey Financial Group, Ltd. | 1.67% | Reduce -0.8% | 473,778 | $22.7M |
| StoneX Group Inc. | 1.09% | Reduce -1.1% | 449,252 | $20.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.1% | 417,361 | $18.9M |
| PGIM Custom Harvest LLC | 0.29% | Reduce -3.7% | 412,510 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.0% | 386,191 | $17.5M |
| Cetera Investment Advisers | 0.02% | Add +54.6% | 341,701 | $15.5M |
| Compass Wealth Management, LLC | 6.53% | Add +6.5% | 338,008 | $15.3M |
| Prasad Wealth Partners, LLC | 4.09% | Add +1.8% | 331,655 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.5% | 293,155 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 280,724 | $12.7M |
| Mariner, LLC | 0.01% | Reduce -7.5% | 255,806 | $11.6M |
| Rockport Wealth LLC | 2.00% | Add +33.8% | 242,380 | $11.0M |
| Condor Capital Management | 0.86% | Reduce -0.8% | 228,153 | $10.3M |
| Aventus Investment Advisors, Inc. | 7.91% | Reduce -0.9% | 206,531 | $9.3M |
| AQR Capital Management | 0.00% | Add +1967.9% | 202,720 | $9.2M |
| Neville Rodie & Shaw Inc. | 0.66% | Add +6.6% | 201,350 | $9.1M |
| FRG Family Wealth Advisors LLC | 1.49% | Reduce -7.4% | 200,900 | $9.1M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -2.8% | 195,621 | $9.0M |
| Stifel Financial Corp. | 0.01% | Add +1.7% | 191,433 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -1.4% | 185,636 | $8.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -0.7% | 182,152 | $8.2M |
| Patten & Patten Inc. | 0.50% | Reduce -7.4% | 181,795 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.4% | 180,485 | $8.2M |
| Cascade Wealth Advisors, Inc | 3.39% | Reduce -4.5% | 132,813 | $7.7M |
| Yoder Wealth Management, Inc. | 3.25% | Add +2.5% | 157,369 | $7.1M |
| Graham Capital Wealth Management, LLC | 6.05% | Reduce -16.6% | 150,424 | $6.8M |
| Activest Wealth Management | 1.19% | Add +245.7% | 149,805 | $6.8M |
| HB Wealth Management, LLC | 0.04% | Add +0.0% | 148,313 | $6.7M |
| Joseph P. Lucia & Associates, LLC | 2.35% | Reduce -1.5% | 145,513 | $6.6M |
| Atlas Capital Advisors Inc. | 0.75% | Reduce -23.8% | 144,207 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.2% | 144,066 | $6.5M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 138,198 | $6.3M |
| Allworth Financial LP | 0.02% | Reduce -7.6% | 134,829 | $6.1M |
| Destination Wealth Management | 0.15% | Reduce -2.6% | 130,356 | $5.9M |
| Fifth Third Securities, Inc. | 0.38% | Add +7.3% | 129,355 | $5.9M |
| Walled Lake Planning & Wealth Management, LLC | 1.71% | Reduce -34.3% | 128,256 | $5.8M |
| Advisory Services Network, LLC | 0.08% | Reduce -5.5% | 126,430 | $5.7M |
| Lido Advisors, LLC | 0.02% | Reduce -9.8% | 126,366 | $5.7M |
| Vista Investment Management | 1.90% | Add +5.9% | 125,322 | $5.7M |
| Sage Rhino Capital LLC | 1.04% | Reduce -2.7% | 122,599 | $5.5M |
| Redhawk Wealth Advisors, Inc. | 0.61% | Reduce -0.8% | 122,298 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +174.1% | 119,093 | $5.4M |
| Legacy Private Trust Co. | 0.32% | Reduce -7.5% | 114,614 | $5.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.6% | 114,396 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +176.2% | 111,562 | $5.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -3.1% | 110,851 | $5.0M |
| Live Oak Investment Partners | 2.72% | New | 101,871 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 100,946 | $4.6M |
| Islay Capital Management, LLC | 2.29% | Reduce -28.9% | 99,203 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +12.7% | 98,130 | $4.4M |
| Detalus Advisors, LLC | 1.01% | Reduce -1.0% | 97,816 | $4.4M |
| Arch Global Advisors, LLC | 2.24% | — | 94,770 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -31.3% | 89,132 | $4.0M |
| Climber Capital SA | 2.60% | Reduce -23.1% | 95,170 | $4.0M |
| Walker Asset Management, LLC | 2.14% | Add +5.3% | 87,368 | $4.0M |
| Creative Planning | 0.00% | Add +5.1% | 86,733 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -43.5% | 86,659 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.6% | 83,979 | $3.8M |
| PW Nova Financial Services LLC | 1.02% | Reduce -0.0% | 82,979 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -10.4% | 93,367 | $3.7M |
| Stephens Inc. | 0.04% | Reduce -0.1% | 79,243 | $3.6M |
| Hartford Financial Management Inc. | 0.90% | Reduce -0.2% | 78,121 | $3.5M |
| Bfsg, LLC | 0.33% | Add +8.7% | 75,784 | $3.4M |
| Apriem Advisors | 0.31% | Add +0.0% | 71,554 | $3.2M |
| Empirical Asset Management, LLC | 0.82% | Add +0.0% | 68,612 | $3.1M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -1.8% | 68,406 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +6.0% | 67,502 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +13.3% | 67,555 | $3.0M |
| Patten Group, Inc. | 0.51% | Add +7.9% | 65,058 | $2.9M |
| Bullock Wealth Management Group | 1.48% | Reduce -3.1% | 64,072 | $2.9M |
| Bawa N Mallick Trust | 1.19% | No change | 64,080 | $2.9M |
| Allen Capital Group, LLC | 0.26% | Reduce -1.2% | 63,416 | $2.9M |
| Biltmore Family Office, LLC | 0.40% | No change | 63,380 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Reduce -0.4% | 61,691 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -1.0% | 61,210 | $2.8M |
| FMR LLC | 0.00% | Add +10.8% | 60,659 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -1.9% | 59,722 | $2.7M |
| Hills Bank & Trust Co | 0.13% | Add +116.0% | 59,329 | $2.7M |
| Gateway Wealth Partners, LLC | 0.10% | New | 58,756 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +68.5% | 58,708 | $2.7M |
| Kennicott Capital Management LLC | 1.42% | Reduce -19.7% | 57,354 | $2.6M |
| Valicenti Advisory Services Inc. | 0.55% | Reduce -0.1% | 56,054 | $2.5M |
| DHJJ Financial Advisors, Ltd. | 0.82% | Add +0.3% | 54,871 | $2.5M |
| Paller Financial Services Inc | 2.05% | Reduce -0.7% | 54,821 | $2.5M |
| Portus Wealth Advisors, LLC | 2.22% | Reduce -14.3% | 52,034 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +15.7% | 47,317 | $2.1M |
| Valley National Advisers Inc. | 0.27% | No change | 46,879 | $2.1M |
| Secure Asset Management, LLC | 0.32% | Reduce -0.0% | 44,818 | $2.0M |
| HHM Wealth Advisors, LLC | 0.23% | Reduce -11.0% | 43,550 | $2.0M |
| McGuire Investment Group, LLC | 0.22% | No change | 43,032 | $1.9M |
| First National Bank of Omaha | 0.06% | Reduce -3.0% | 42,879 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +2.3% | 40,918 | $1.9M |
| Friedenthal Financial | 0.92% | Add +1.0% | 40,424 | $1.8M |
| Perryman Financial Advisory Inc. | 0.27% | Add +3.8% | 40,043 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | New | 40,000 | $1.8M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.93% | Reduce -3.1% | 39,221 | $1.8M |
| Abbot Financial Management, Inc. | 0.74% | Reduce -0.9% | 38,528 | $1.7M |
| Carnegie Investment Counsel | 0.03% | Reduce -28.6% | 38,080 | $1.7M |
| Tradition Wealth Management, LLC | 0.12% | Reduce -7.7% | 37,299 | $1.7M |
| Optas, LLC | 0.25% | Add +99.8% | 37,114 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.9% | 36,557 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3385.3% | 36,491 | $1.7M |
| American Financial Advisors, LLC | 0.22% | Reduce -0.6% | 36,432 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +45.8% | 36,268 | $1.6M |
| Bramshill Investments, LLC | 0.14% | New | 35,000 | $1.6M |
| Blair William & Co. | 0.00% | No change | 34,881 | $1.6M |
| Crane Advisory, LLC | 0.24% | No change | 31,040 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -17.0% | 34,704 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +89.0% | 34,681 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.5% | 34,078 | $1.5M |
| Prostatis Group LLC | 0.39% | Reduce -7.3% | 33,855 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Add +9.5% | 32,983 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -2.1% | 32,749 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.45% | Add +1.6% | 32,449 | $1.5M |
| Monument Capital Management | 0.36% | Reduce -0.1% | 31,972 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.4% | 31,407 | $1.4M |
| Melfa Wealth Management, Inc. | 0.81% | No change | 31,318 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.35% | Reduce -7.9% | 31,011 | $1.4M |
| &partners | 0.01% | Reduce -2.2% | 30,527 | $1.4M |
| Halter Ferguson Financial Inc. | 0.30% | Reduce -3.9% | 30,299 | $1.4M |
| Astoria Portfolio Advisors LLC. | 0.29% | Add +0.8% | 25,877 | $1.4M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -1.0% | 30,013 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -4.3% | 30,003 | $1.4M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 28,647 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 28,537 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +43.9% | 27,885 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -2.9% | 27,125 | $1.2M |
| Fifth Third Bancorp | 0.00% | New | 26,694 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.33% | Add +11.9% | 26,185 | $1.2M |
| CMH Wealth Management LLC | 0.20% | New | 26,165 | $1.2M |
| Advisory Alpha, LLC | 0.03% | Add +0.4% | 26,028 | $1.2M |
| Goldstein Advisors, LLC | 0.13% | Add +0.4% | 25,432 | $1.2M |
| MAI Capital Management | 0.01% | Add +8.5% | 25,343 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +5.8% | 23,683 | $1.1M |
| Kapstone Financial Advisors LLC | 0.52% | Add +36.2% | 23,540 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +7.9% | 22,767 | $1.0M |
| BigSur Wealth Management LLC | 0.29% | No change | 22,500 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +35.3% | 21,985 | $995K |
| Zacks Investment Management | 0.01% | Reduce -0.7% | 21,859 | $989K |
| Pacific Sun Financial Corp | 0.47% | Reduce -0.4% | 21,450 | $971K |
| National Bank of Canada | 0.00% | Add +138.4% | 21,298 | $963K |
| Everest Financial Group LLC | 0.16% | New | 21,191 | $959K |
| Fca Corp. | 0.27% | Reduce -2.3% | 20,776 | $940K |
| Three Magnolias Financial Advisors, LLC | 0.58% | No change | 20,050 | $907K |
| Kaizen Financial Strategies | 0.38% | Add +9.0% | 17,869 | $905K |
| Mission Wealth Management, LP | 0.02% | No change | 19,912 | $901K |
| Reicon Wealth Advisors, LLC | 0.68% | Add +10.0% | 19,555 | $885K |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 19,539 | $884K |
| Ethos Capital Management, Inc. | 0.74% | Reduce -22.1% | 19,130 | $866K |
| Retirement Planning Group, LLC | 0.03% | No change | 18,941 | $857K |
| Hilltop Partners LLC | 0.22% | Reduce -1.5% | 18,897 | $855K |
| Commerce Bank | 0.00% | Add +298.7% | 18,767 | $849K |
| CIBC Bancorp USA Inc. | 0.00% | — | 18,761 | $849K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.9% | 18,600 | $842K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.64% | Reduce -1.1% | 18,550 | $840K |
| Kovack Advisors, Inc. | 0.04% | No change | 17,222 | $790K |
| Brown Advisory Inc. | 0.00% | Add +103.4% | 17,347 | $785K |
| CX Institutional | 0.02% | Add +978.9% | 16,539 | $749K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.4% | 16,289 | $737K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $724K |
| Summit Place Financial Advisors, LLC | 0.35% | Reduce -5.3% | 15,925 | $721K |
| Waverly Advisors, LLC | 0.01% | Add +91.8% | 15,773 | $714K |
| Wealth Management Associates, Inc. | 0.25% | Reduce -0.5% | 15,749 | $713K |
| Royal Fund Management, LLC | 0.07% | Reduce -16.4% | 15,571 | $705K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +0.1% | 15,543 | $703K |
| First Trust Advisors LP | 0.00% | Add +0.6% | 15,357 | $695K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.5% | 14,811 | $670K |
| Choreo, LLC | 0.01% | No change | 14,688 | $665K |
| BXM Wealth LLC | 0.51% | Reduce -11.8% | 14,500 | $656K |
| SFE Investment Counsel | 0.10% | Reduce -2.7% | 14,271 | $646K |
| Cwm, LLC | 0.00% | Add +8.5% | 14,071 | $637K |
| Kathmere Capital Management, LLC | 0.04% | No change | 14,000 | $634K |
| TCFG Wealth Management, LLC | 0.24% | Add +39.4% | 13,989 | $633K |
| TCFG Investment Advisors, LLC | 0.24% | — | 13,989 | $633K |
| Private Trust Co. NA | 0.06% | Add +2.4% | 13,957 | $632K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.0% | 13,662 | $618K |
| Clearwater Capital Advisors, LLC | 0.05% | No change | 13,590 | $615K |
| World Investment Advisors | 0.01% | Add +20.4% | 13,389 | $606K |
| Calamos Wealth Management LLC | 0.02% | No change | 13,270 | $601K |
| Calamos Advisors LLC | 0.00% | New | 13,270 | $601K |
| Rockland Trust Co. | 0.02% | New | 13,072 | $592K |
| Citigroup Inc. | 0.00% | Add +4.4% | 13,058 | $591K |
| Orographic Financial Advisors, LLC | 0.41% | — | 12,756 | $577K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 12,597 | $570K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.0% | 12,485 | $565K |
| Castle Wealth Management LLC | 0.18% | No change | 12,370 | $560K |
| Kaydan Wealth Management, Inc. | 0.19% | Reduce -7.5% | 12,233 | $554K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +88.5% | 11,980 | $542K |
| Greenleaf Trust | 0.01% | No change | 11,840 | $536K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 11,758 | $532K |
| Kintra Wealth, LLC | 0.04% | New | 11,685 | $529K |
| Savvy Advisors, Inc. | 0.01% | New | 11,650 | $527K |
| Aviance Capital Partners, LLC | 0.06% | No change | 11,550 | $523K |
| Mitchell Sinkler & Starr | 0.24% | No change | 11,400 | $516K |
| Briggs Wealth Management, Inc | 0.55% | Add +0.0% | 11,374 | $515K |
| Focus Partners Wealth | 0.00% | Reduce -2.0% | 11,324 | $513K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.1% | 11,124 | $503K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 11,090 | $502K |
| Zhang Financial LLC | 0.02% | No change | 10,890 | $493K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,670 | $483K |
| PFG Advisors | 0.02% | Reduce -8.1% | 10,647 | $482K |
| Y.D. More Investments Ltd | 0.02% | Reduce -12.5% | 10,540 | $473K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 10,399 | $471K |
| Hilltop Holdings Inc. | 0.04% | Reduce -0.2% | 10,254 | $464K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.0% | 10,139 | $459K |
| Oakworth Capital, Inc. | 0.02% | No change | 10,000 | $453K |
| Atria Investments, Inc | 0.01% | Reduce -21.1% | 9,950 | $450K |
| Principal Securities, Inc. | 0.01% | Reduce -82.3% | 9,840 | $445K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | No change | 9,762 | $442K |
| Bank of Montreal | 0.00% | Reduce -0.5% | 9,701 | $439K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $439K |
| Addison Advisors LLC | 0.10% | No change | 9,662 | $437K |
| NewEdge Wealth, LLC | 0.01% | Reduce -44.9% | 9,600 | $434K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.9% | 9,962 | $433K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 9,409 | $426K |
| VestGen Advisors, LLC | 0.01% | No change | 7,310 | $423K |
| Independent Financial Group, LLC | 0.01% | Add +9.3% | 9,295 | $421K |
| IPG Investment Advisors LLC | 0.07% | No change | 9,250 | $419K |
| Pursuit Wealth Strategies, LLC | 0.57% | New | 9,100 | $412K |
| Fulton Bank, N.A. | 0.01% | No change | 9,000 | $407K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,638 | $402K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -19.0% | 8,817 | $399K |
| HRT Financial LP | 0.00% | New | 8,817 | $399K |
| PKS Advisory Services, LLC | 0.09% | Reduce -5.3% | 8,740 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 8,733 | $395K |
| Sage Capital Management, LLC | 0.18% | Reduce -6.4% | 8,691 | $393K |
| Advisor OS, LLC | 0.03% | Reduce -0.3% | 8,598 | $389K |
| Dakota Wealth Management | 0.01% | Reduce -1.2% | 8,580 | $388K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.5% | 8,489 | $384K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $384K |
| NorthRock Partners, LLC | 0.01% | Add +3.5% | 8,467 | $383K |
| BlackRock, Inc. | 0.00% | Add +0.0% | 8,314 | $376K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.5% | 8,300 | $376K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -1.5% | 6,435 | $374K |
| Beck Capital Management, LLC | 0.08% | Reduce -1.8% | 8,054 | $365K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.2% | 7,962 | $360K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -29.3% | 7,961 | $360K |
| Tiller Private Wealth, Inc. | 0.13% | No change | 7,890 | $357K |
| Disciplined Investors, L.L.C. | 0.21% | No change | 7,850 | $355K |
| Crescent Sterling, Ltd. | 0.34% | Add +1.3% | 7,817 | $354K |
| First National Trust Co | 0.01% | No change | 7,640 | $346K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.9% | 7,629 | $345K |
| BSW Wealth Partners | 0.04% | Add +0.1% | 7,619 | $345K |
| Money Concepts Capital Corp. | 0.02% | No change | 7,580 | $343K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -4.2% | 7,567 | $342K |
| Gryphon Financial Partners LLC | 0.04% | No change | 7,500 | $339K |
| Oak Harvest Investment Services | 0.04% | No change | 7,500 | $339K |
| New Wave Wealth Advisors LLC | 0.12% | Reduce -8.3% | 7,360 | $333K |
| Deutsche Bank AG | 0.00% | Reduce -5.6% | 7,337 | $332K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,200 | $330K |
| Guilbault Capital LLC | 0.36% | Add +1.3% | 7,251 | $328K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 7,184 | $325K |
| WBH Advisory Inc. | 0.02% | No change | 7,000 | $321K |
| Pathstone Holdings, LLC | 0.00% | No change | 7,000 | $317K |
| Aurora Private Wealth, Inc. | 0.22% | No change | 6,941 | $316K |
| Van Diest Capital, LLC | 0.25% | New | 6,970 | $315K |
| Strategic Financial Concepts, LLC | 0.08% | New | 6,942 | $314K |
| Summit Financial, LLC | 0.00% | Add +19.0% | 6,940 | $314K |
| Chicago Wealth Management, Inc. | 0.13% | Reduce -96.8% | 6,935 | $314K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 6,870 | $311K |
| GM Advisory Group, LLC | 0.01% | Add +0.1% | 6,756 | $306K |
| Seven Mile Advisory | 0.22% | No change | 6,750 | $306K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -9.0% | 6,636 | $300K |
| Purkiss Capital Advisors LLC | 0.13% | Add +10.4% | 6,622 | $300K |
| Arkadios Wealth Advisors | 0.00% | New | 6,567 | $297K |
| ATX Financial Planning, LLC | 0.22% | Add +0.0% | 6,515 | $295K |
| Purus Wealth Management, LLC | 0.09% | No change | 6,331 | $287K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 6,300 | $285K |
| Mgo One Seven LLC | 0.01% | No change | 6,294 | $285K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,189 | $280K |
| NWF Advisory Services Inc. | 0.03% | Add +3.4% | 6,050 | $274K |
| Kiley Juergens Wealth Management, LLC | 0.05% | New | 5,951 | $269K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 5,891 | $267K |
| Harbour Investments, Inc. | 0.00% | Add +70.0% | 5,836 | $264K |
| Transcend Capital Advisors, LLC | 0.02% | Add +7.8% | 5,822 | $264K |
| PFG Investments, LLC | 0.01% | New | 5,819 | $263K |
| LexAurum Advisors, LLC | 0.03% | — | 5,746 | $260K |
| Elevation Wealth Partners, LLC | 0.09% | Reduce -26.8% | 5,706 | $258K |
| Blackston Financial Advisory Group, LLC | 0.16% | Add +0.2% | 5,705 | $258K |
| Modera Wealth Management, LLC | 0.00% | Reduce -1.2% | 5,681 | $257K |
| Williams & Novak, LLC | 0.19% | No change | 5,570 | $256K |
| Raab & Moskowitz Asset Management LLC | 0.06% | Add +12.2% | 5,597 | $253K |
| Krilogy Financial LLC | 0.01% | No change | 5,000 | $253K |
| Lodestar Private Asset Management LLC | 0.03% | New | 5,592 | $253K |
| Williamson Legacy Group, LLC | 0.19% | Reduce -3.7% | 5,514 | $250K |
| High Point Wealth Management, LLC | 0.24% | Reduce -23.5% | 5,485 | $248K |
| Lazari Capital Management, Inc. | 0.09% | No change | 5,460 | $247K |
| Main Street Group, LTD | 0.08% | No change | 5,453 | $247K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -86.1% | 5,421 | $245K |
| Godsey & Gibb, Inc. | 0.02% | No change | 5,360 | $243K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +2.2% | 5,355 | $242K |
| Composition Wealth, LLC | 0.00% | No change | 5,256 | $238K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 5,234 | $237K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -61.7% | 5,198 | $235K |
| Allred Capital Management, LLC | 0.08% | New | 5,076 | $230K |
| Debussy Capital Management LP | 0.03% | No change | 5,040 | $228K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -6.8% | 5,030 | $228K |
| Albion Financial Group | 0.01% | No change | 5,020 | $227K |
| Sovereign Financial Group, Inc. | 0.04% | Add +0.0% | 5,001 | $226K |
| Clayton Financial Group LLC | 0.12% | No change | 5,000 | $226K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.1% | 4,987 | $226K |
| Aspiriant, LLC | 0.01% | No change | 4,986 | $226K |
| First National Advisers, LLC | 0.03% | No change | 4,970 | $225K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| OLIO Financial Planning | 0.06% | No change | 4,937 | $223K |
| Brighton Jones LLC | 0.00% | New | 4,934 | $223K |
| Essex Financial Services, Inc. | 0.01% | No change | 4,852 | $220K |
| Signal Advisors Wealth, LLC | 0.01% | New | 4,797 | $217K |
| GLR Partners, LLC | 0.12% | — | 4,750 | $215K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.5% | 4,708 | $213K |
| Headinvest, LLC | 0.04% | Reduce -3.1% | 4,617 | $209K |
| Polaris Investment Advisors, LLC | 0.15% | No change | 4,600 | $208K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -25.5% | 4,537 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,513 | $204K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 4,505 | $204K |
| Sigma Planning Corp | 0.01% | New | 4,425 | $200K |
| Salem Investment Counselors Inc. | 0.01% | New | 4,041 | $183K |
| Manchester Capital Management LLC | 0.03% | No change | 4,000 | $181K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,900 | $177K |
| Arax Advisory Partners | 0.00% | No change | 3,659 | $166K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,438 | $159K |
| Franklin Resources Inc. | 0.00% | No change | 3,325 | $150K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $137K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,000 | $136K |
| Sankala Group LLC | 0.10% | Add +14.7% | 2,801 | $125K |
| International Assets Investment Management, LLC | 0.01% | Reduce -5.7% | 2,696 | $123K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 2,728 | $123K |
| Atlantic Private Wealth, LLC | 0.08% | No change | 2,652 | $120K |
| Harbor Asset Planning, Inc. | 0.10% | Add +0.0% | 2,534 | $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 |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,720 | $78K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,620 | $70K |
| Founders Capital Management | 0.03% | No change | 1,540 | $70K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,510 | $68K |
| SRH Advisors, LLC | 0.02% | No change | 1,431 | $65K |
| Seal Cove Capital, LLC | 0.06% | No change | 1,408 | $64K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.1% | 1,354 | $61K |
| Walsh & Associates, LLC | 0.06% | No change | 1,300 | $59K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,280 | $58K |
| Collier Financial | 0.04% | Add +0.1% | 1,213 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,177 | $53K |
| Banque Transatlantique SA | 0.00% | New | 1,173 | $53K |
| Qube Research & Technologies Ltd | 0.00% | Add +1116.7% | 1,168 | $53K |
| FAS Wealth Partners, Inc. | 0.00% | New | 1,061 | $48K |
| IFG Advisory, LLC | 0.13% | Reduce -82.5% | 1,000 | $45K |
| Private Wealth Asset Management, LLC | 0.00% | New | 1,000 | $45K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 955 | $43K |
| Front Row Advisors LLC | 0.01% | No change | 900 | $41K |
| Parallel Advisors, LLC | 0.00% | No change | 883 | $40K |
| Hickory Point Bank & Trust | 0.03% | New | 869 | $39K |
| Lanark Financial, Inc. | 0.00% | No change | 840 | $38K |
| New Republic Capital, LLC | 0.01% | New | 790 | $36K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 769 | $35K |
| Root Financial Partners, LLC | 0.00% | New | 738 | $33K |
| Caldwell Trust Co | 0.00% | No change | 690 | $31K |
| Nemes Rush Group LLC | 0.00% | No change | 680 | $31K |
| HM Payson & Co. | 0.00% | No change | 600 | $27K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 500 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $22K |
| Sound Income Strategies, LLC | 0.00% | No change | 451 | $21K |
| AlphaCore Capital LLC | 0.00% | Reduce -8.1% | 456 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 401 | $18K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 362 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -22.1% | 360 | $16K |
| Ssa Swiss Advisors AG | 0.01% | No change | 350 | $16K |
| MCF Advisors LLC | 0.00% | No change | 340 | $15K |
| US Bancorp \de | 0.00% | Reduce -58.8% | 320 | $14K |
| Ancora Advisors LLC | 0.00% | No change | 273 | $12K |
| Mather Group, Llc. | 0.00% | New | 230 | $10K |
| Gill Capital Partners, LLC | 0.00% | New | 218 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 212 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +45.1% | 209 | $9K |
| SYM FINANCIAL Corp | 0.00% | New | 200 | $9K |
| Investment Counsel Co. of Nevada | 0.02% | New | 197 | $9K |
| Synergy Investment Management, LLC | 0.00% | New | 175 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $8K |
| WealthShield Partners, LLC | 0.00% | Add +142.9% | 170 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 166 | $8K |
| Lodestone Wealth Management LLC | 0.00% | No change | 161 | $7K |
| Trust Co. of Toledo NA | 0.00% | No change | 134 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 120 | $5K |
| Simplex Trading, LLC | 0.00% | New | 113 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $5K |
| Financial Consulate, Inc. | 0.00% | No change | 95 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 89 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 75 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 70 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 70 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $3K |
| City State Bank | 0.00% | New | 60 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 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.