Invesco S&P 500 Equal WeightRSPTETF
13F holders, Q2 2026 (June 30)501holders +88
108new positions
17sold out
1famous investor
$64.42avg. 13F price*
At the end of Q2 2026, 501 institutions reported holding Invesco S&P 500 Equal Weight (RSPT) in their 13F filings, up 88 from Q1 2026. 108 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($260.5M), Morgan Stanley ($185.2M) and Wells Fargo & Company ($164.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $108.3M |
| Exits | 17 | $107.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,585,755 shares bought and 4,870,480 shares sold, net −284,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 501 holders
| Bank of America Corp. | 0.02% | Reduce -22.8% | 4,038,596 | $260.5M |
| Morgan Stanley | 0.01% | Add +11.7% | 2,871,608 | $185.2M |
| Wells Fargo & Company | 0.03% | Add +5.6% | 2,553,416 | $164.7M |
| LPL Financial LLC | 0.03% | Reduce -0.0% | 1,993,202 | $128.6M |
| Baltimore-Washington Financial Advisors, Inc. | 4.22% | Add +2.7% | 1,742,550 | $112.4M |
| UBS Group AG | 0.01% | Reduce -2.7% | 1,462,261 | $94.3M |
| Davis Investment Partners, LLC | 24.58% | Reduce -0.2% | 1,251,606 | $80.7M |
| Royal Bank of Canada | 0.01% | Reduce -3.0% | 1,223,031 | $78.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.1% | 1,197,136 | $77.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 1,145,221 | $72.4M |
| HighTower Advisors, LLC | 0.06% | Add +141.4% | 932,392 | $60.1M |
| Osaic Holdings, Inc. | 0.06% | Add +7.5% | 852,226 | $55.0M |
| Two Sigma Investments, LP | 0.04% | Add +59.5% | 829,900 | $53.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.3% | 768,805 | $49.6M |
| Captrust Financial Advisors | 0.07% | Reduce -3.1% | 697,411 | $45.0M |
| Baker Avenue Asset Management, LP | 0.78% | Add +5.2% | 637,078 | $41.1M |
| Summit Trail Advisors, LLC | 0.49% | Add +6.5% | 605,866 | $39.1M |
| Bouchey Financial Group, Ltd. | 1.96% | Reduce -0.5% | 471,353 | $30.4M |
| Quadrature Capital Ltd | 0.22% | New | 406,259 | $26.2M |
| StoneX Group Inc. | 1.03% | Reduce -12.0% | 395,236 | $25.5M |
| PGIM Custom Harvest LLC | 0.31% | Reduce -5.8% | 388,662 | $25.1M |
| Cetera Investment Advisers | 0.02% | Add +11.5% | 380,847 | $24.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 370,034 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.1% | 337,546 | $21.8M |
| RFP Financial Group LLC | 9.12% | New | 315,619 | $20.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 296,357 | $19.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +842.3% | 268,901 | $17.3M |
| Rockport Wealth LLC | 2.90% | Add +10.3% | 267,458 | $17.3M |
| Mariner, LLC | 0.02% | Reduce -2.6% | 249,025 | $16.1M |
| Mission Wealth Management, LP | 0.18% | Add +1056.0% | 230,180 | $14.8M |
| Condor Capital Management | 1.07% | Reduce -3.0% | 221,316 | $14.3M |
| Prasad Wealth Partners, LLC | 3.41% | Reduce -33.7% | 219,860 | $14.2M |
| AQR Capital Management | 0.00% | No change | 202,720 | $13.1M |
| Neville Rodie & Shaw Inc. | 0.85% | Add +0.7% | 202,650 | $13.1M |
| Patten & Patten Inc. | 0.68% | Add +10.0% | 199,968 | $12.9M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -4.0% | 187,823 | $12.1M |
| Aventus Investment Advisors, Inc. | 8.64% | Reduce -11.4% | 182,929 | $11.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 181,296 | $11.7M |
| Arax Advisory Partners | 0.08% | Add +4840.4% | 180,768 | $11.7M |
| Stifel Financial Corp. | 0.01% | Reduce -8.7% | 174,796 | $11.3M |
| Atlas Capital Advisors Inc. | 1.21% | Add +18.5% | 170,871 | $11.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -8.0% | 167,548 | $10.8M |
| Yoder Wealth Management, Inc. | 4.08% | Add +2.7% | 161,659 | $10.4M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.1% | 148,202 | $9.6M |
| Activest Wealth Management | 1.79% | Reduce -3.9% | 143,952 | $9.3M |
| Joseph P. Lucia & Associates, LLC | 2.77% | Reduce -1.7% | 143,025 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -0.1% | 138,010 | $8.9M |
| Walled Lake Planning & Wealth Management, LLC | 2.19% | Add +4.8% | 134,444 | $8.7M |
| Cascade Wealth Advisors, Inc | 3.43% | Reduce -0.7% | 131,869 | $8.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -9.1% | 131,012 | $8.5M |
| Vista Investment Management | 2.46% | Add +1.0% | 126,534 | $8.2M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.1% | 126,321 | $8.1M |
| Destination Wealth Management | 0.19% | Reduce -4.0% | 125,175 | $8.1M |
| Graham Capital Wealth Management, LLC | 6.06% | Reduce -19.2% | 121,585 | $7.8M |
| Islay Capital Management, LLC | 3.60% | Add +19.1% | 118,157 | $7.6M |
| Allworth Financial LP | 0.03% | Reduce -12.4% | 118,100 | $7.6M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -14.7% | 110,326 | $7.1M |
| Corient Private Wealth LP | 0.01% | Add +17.4% | 109,572 | $7.1M |
| Lido Advisors, LLC | 0.03% | Reduce -14.2% | 108,439 | $7.0M |
| Legacy Private Trust Co. | 0.39% | Reduce -6.4% | 107,296 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -6.5% | 106,900 | $6.9M |
| Live Oak Investment Partners | 3.51% | Reduce -0.6% | 101,226 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +208.8% | 101,135 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.1% | 98,774 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.3% | 98,598 | $6.4M |
| Sage Capital Advisors,llc | 1.31% | New | 97,770 | $6.3M |
| Private Advisory Group LLC | 0.34% | New | 95,424 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -15.7% | 93,508 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.1% | 95,883 | $6.0M |
| Arch Global Advisors, LLC | 2.66% | Reduce -1.5% | 93,320 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.9% | 90,337 | $5.8M |
| Detalus Advisors, LLC | 1.13% | Reduce -8.0% | 90,010 | $5.8M |
| Creative Planning | 0.00% | Add +1.7% | 88,210 | $5.7M |
| PW Nova Financial Services LLC | 1.19% | Add +3.5% | 85,848 | $5.5M |
| Walker Asset Management, LLC | 2.78% | Reduce -2.2% | 85,430 | $5.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -4.2% | 85,384 | $5.5M |
| Focus Financial Network, Inc. | 0.17% | Add +144.4% | 84,835 | $5.5M |
| Compass Financial Management LLC | 0.66% | — | 84,186 | $5.4M |
| Climber Capital SA | 3.29% | Reduce -4.2% | 91,216 | $5.4M |
| Chicago Wealth Management, Inc. | 1.88% | Add +1083.9% | 82,101 | $5.3M |
| Sage Rhino Capital LLC | 0.86% | Reduce -33.6% | 81,436 | $5.3M |
| Stephens Inc. | 0.06% | Reduce -0.7% | 78,716 | $5.1M |
| Hartford Financial Management Inc. | 1.12% | No change | 78,121 | $5.0M |
| Sykon Capital LLC | 1.53% | New | 76,957 | $5.0M |
| Bfsg, LLC | 0.44% | Add +1.5% | 76,898 | $5.0M |
| NewEdge Advisors, LLC | 0.01% | Add +12.3% | 75,790 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +16.4% | 78,640 | $4.9M |
| Apriem Advisors | 0.41% | Add +1.4% | 72,565 | $4.7M |
| Patten Group, Inc. | 0.72% | Add +10.7% | 72,033 | $4.6M |
| Redhawk Wealth Advisors, Inc. | 0.45% | Reduce -42.3% | 70,585 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -18.6% | 70,513 | $4.5M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -0.5% | 68,100 | $4.4M |
| Bawa N Mallick Trust | 1.34% | No change | 64,080 | $4.1M |
| FMR LLC | 0.00% | Add +5.5% | 63,969 | $4.1M |
| Biltmore Family Office, LLC | 0.54% | Reduce -0.1% | 63,325 | $4.1M |
| Allen Capital Group, LLC | 0.33% | Reduce -0.8% | 62,890 | $4.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | Add +1.7% | 62,717 | $4.0M |
| Empirical Asset Management, LLC | 0.91% | Reduce -9.2% | 62,304 | $4.0M |
| Bullock Wealth Management Group | 1.64% | Reduce -6.8% | 59,731 | $3.8M |
| Cerity Partners LLC | 0.00% | Reduce -4.4% | 58,527 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.5% | 57,829 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -31.7% | 57,339 | $3.7M |
| Investor's Fiduciary Advisor Network, LLC | 1.23% | Add +73.6% | 56,334 | $3.6M |
| Hills Bank & Trust Co | 0.15% | Reduce -5.5% | 56,098 | $3.6M |
| Valicenti Advisory Services Inc. | 0.68% | No change | 56,054 | $3.6M |
| DHJJ Financial Advisors, Ltd. | 1.02% | Reduce -0.3% | 54,721 | $3.5M |
| Portus Wealth Advisors, LLC | 2.77% | Add +0.4% | 52,241 | $3.4M |
| Geneos Wealth Management Inc. | 0.07% | Add +66.0% | 52,147 | $3.4M |
| James Investment Research, Inc. | 0.34% | New | 51,747 | $3.3M |
| Paller Financial Services Inc | 2.49% | Reduce -6.0% | 51,558 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +327.7% | 51,236 | $3.3M |
| Kennicott Capital Management LLC | 1.44% | Reduce -16.1% | 48,104 | $3.1M |
| Valley National Advisers Inc. | 0.34% | No change | 46,879 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +13.2% | 46,319 | $3.0M |
| GeoWealth Management, LLC | 0.09% | New | 46,120 | $3.0M |
| Secure Asset Management, LLC | 0.41% | Reduce -0.1% | 44,756 | $2.9M |
| Scotia Capital Inc. | 0.01% | New | 43,941 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -26.7% | 43,776 | $2.8M |
| HHM Wealth Advisors, LLC | 0.28% | No change | 43,550 | $2.8M |
| McGuire Investment Group, LLC | 0.24% | No change | 43,032 | $2.8M |
| First National Bank of Omaha | 0.08% | No change | 42,879 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.6% | 40,892 | $2.6M |
| Abbot Financial Management, Inc. | 0.90% | Reduce -1.5% | 37,944 | $2.4M |
| Perryman Financial Advisory Inc. | 0.32% | Reduce -7.1% | 37,197 | $2.4M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -1.0% | 36,935 | $2.4M |
| Clearstead Advisors, LLC | 0.02% | Add +11.3% | 36,715 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 36,491 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +2973.0% | 35,893 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.2% | 35,766 | $2.3M |
| Carnegie Investment Counsel | 0.05% | Reduce -7.7% | 35,163 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 34,078 | $2.2M |
| Prostatis Group LLC | 0.51% | No change | 33,855 | $2.2M |
| BigSur Wealth Management LLC | 0.50% | Add +43.6% | 32,300 | $2.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.96% | Reduce -19.3% | 31,661 | $2.0M |
| American Financial Advisors, LLC | 0.25% | Reduce -13.2% | 31,641 | $2.0M |
| Friedenthal Financial | 0.94% | Reduce -22.2% | 31,446 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +3.0% | 30,897 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 33,290 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | New | 33,290 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.3% | 30,746 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.3% | 30,214 | $1.9M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -0.1% | 29,981 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +10.1% | 29,382 | $1.9M |
| Monument Capital Management | 0.38% | Reduce -8.7% | 29,199 | $1.9M |
| Crane Advisory, LLC | 0.27% | No change | 31,040 | $1.9M |
| &partners | 0.01% | Reduce -8.8% | 27,855 | $1.8M |
| Astoria Portfolio Advisors LLC. | 0.30% | Add +6.0% | 27,442 | $1.8M |
| Elmwood Wealth Management, Inc. | 0.42% | Reduce -1.2% | 25,873 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -5.8% | 25,538 | $1.6M |
| CMH Wealth Management LLC | 0.25% | Reduce -3.7% | 25,203 | $1.6M |
| Goldstein Advisors, LLC | 0.15% | Reduce -1.6% | 25,022 | $1.6M |
| Bramshill Investments, LLC | 0.12% | Reduce -28.6% | 25,000 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +4.8% | 24,812 | $1.6M |
| Halter Ferguson Financial Inc. | 0.26% | Reduce -18.6% | 24,648 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -4.9% | 24,103 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +140.6% | 23,673 | $1.5M |
| Kapstone Financial Advisors LLC | 0.64% | No change | 23,540 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +0.5% | 22,872 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +3.1% | 22,670 | $1.5M |
| Reicon Wealth Advisors, LLC | 0.91% | Add +15.6% | 22,612 | $1.5M |
| Zacks Investment Management | 0.01% | Add +0.1% | 21,870 | $1.4M |
| Fca Corp. | 0.35% | Add +5.2% | 21,860 | $1.4M |
| National Bank of Canada | 0.00% | Add +2.4% | 21,801 | $1.4M |
| Everest Financial Group LLC | 0.19% | Add +0.0% | 21,192 | $1.4M |
| Global Wealth Strategies & Associates | 0.25% | New | 20,547 | $1.3M |
| Citigroup Inc. | 0.00% | Add +55.0% | 20,244 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.29% | Reduce -37.5% | 19,376 | $1.2M |
| Vise Technologies, Inc. | 0.01% | New | 19,305 | $1.2M |
| Three Magnolias Financial Advisors, LLC | 0.69% | Reduce -4.0% | 19,250 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 19,182 | $1.2M |
| Creative Financial Designs Inc. | 0.06% | New | 19,148 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | No change | 18,941 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,600 | $1.2M |
| Optas, LLC | 0.17% | Reduce -50.3% | 18,448 | $1.2M |
| Commerce Bank | 0.01% | Reduce -2.7% | 18,267 | $1.2M |
| Hilltop Partners LLC | 0.28% | Reduce -4.3% | 18,081 | $1.2M |
| Simplicity Wealth,LLC | 0.04% | New | 17,721 | $1.1M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.79% | Reduce -5.8% | 17,473 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 17,353 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +47.1% | 16,661 | $1.1M |
| Global Assets Advisory, LLC | 0.23% | New | 16,733 | $1.1M |
| Berger Financial Group, Inc | 0.05% | Reduce -0.4% | 16,230 | $1.0M |
| Pacific Sun Financial Corp | 0.43% | Reduce -24.5% | 16,200 | $1.0M |
| Kaizen Financial Strategies | 0.41% | Reduce -8.2% | 16,400 | $1.0M |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 16,000 | $1.0M |
| Summit Place Financial Advisors, LLC | 0.44% | Reduce -2.2% | 15,570 | $1.0M |
| Acorn Wealth Advisors, LLC | 0.24% | Add +0.1% | 15,554 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Reduce -8.1% | 15,820 | $1.0M |
| Royal Fund Management, LLC | 0.08% | Reduce -0.3% | 15,528 | $1.0M |
| Wealth Management Associates, Inc. | 0.27% | Reduce -2.1% | 15,425 | $995K |
| First Trust Advisors LP | 0.00% | No change | 15,357 | $991K |
| Axxcess Wealth Management, LLC | 0.02% | New | 15,078 | $973K |
| BlackRock, Inc. | 0.00% | Add +78.8% | 14,864 | $959K |
| Choreo, LLC | 0.01% | No change | 14,688 | $947K |
| Kingsview Wealth Management, LLC | 0.01% | New | 14,598 | $942K |
| BXM Wealth LLC | 0.51% | No change | 14,500 | $935K |
| Moulton Wealth Management, Inc. | 0.61% | New | 14,615 | $933K |
| Kathmere Capital Management, LLC | 0.05% | No change | 14,000 | $903K |
| TCFG Investment Advisors, LLC | 0.30% | Reduce -0.5% | 13,920 | $898K |
| SFE Investment Counsel | 0.12% | Reduce -2.9% | 13,852 | $893K |
| Ethos Capital Management, Inc. | 0.63% | Reduce -27.8% | 13,822 | $892K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.3% | 13,646 | $880K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 13,590 | $877K |
| Waverly Advisors, LLC | 0.01% | Reduce -13.9% | 13,578 | $876K |
| NewEdge Wealth, LLC | 0.01% | Add +40.1% | 13,453 | $868K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -2.5% | 13,325 | $859K |
| Calamos Wealth Management LLC | 0.03% | No change | 13,270 | $856K |
| Rockland Trust Co. | 0.03% | No change | 13,072 | $843K |
| Orographic Financial Advisors, LLC | 0.55% | Add +0.0% | 12,760 | $836K |
| Bogart Wealth, LLC | 0.03% | Add +8.6% | 12,766 | $823K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -32.4% | 12,684 | $818K |
| Financial Sense Advisors, Inc. | 0.18% | New | 12,567 | $811K |
| Tidal Investments LLC | 0.00% | New | 12,535 | $809K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.0% | 12,486 | $805K |
| Kaydan Wealth Management, Inc. | 0.24% | Add +1.7% | 12,437 | $802K |
| Castle Wealth Management LLC | 0.24% | No change | 12,370 | $798K |
| PFG Advisors | 0.04% | Add +13.9% | 12,125 | $782K |
| Kintra Wealth, LLC | 0.04% | Add +0.1% | 11,693 | $779K |
| Sage Capital Management, LLC | 0.30% | Add +37.4% | 11,945 | $771K |
| Greenleaf Trust | 0.01% | No change | 11,840 | $764K |
| Briggs Wealth Management, Inc | 0.69% | Add +2.5% | 11,663 | $752K |
| Savvy Advisors, Inc. | 0.02% | No change | 11,650 | $751K |
| Aviance Capital Partners, LLC | 0.08% | No change | 11,550 | $745K |
| PKS Advisory Services, LLC | 0.12% | Add +28.1% | 11,200 | $723K |
| Bank of Montreal | 0.00% | Add +14.3% | 11,090 | $715K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 11,090 | $715K |
| Mitchell Sinkler & Starr | 0.29% | Reduce -4.1% | 10,935 | $705K |
| Zhang Financial LLC | 0.02% | No change | 10,890 | $702K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 10,670 | $688K |
| Fiduciary Financial Advisors | 0.07% | New | 10,622 | $685K |
| Y.D. More Investments Ltd | 0.02% | No change | 10,540 | $680K |
| Cibc World Market Inc. | 0.00% | New | 10,535 | $680K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -1.4% | 10,248 | $661K |
| Hilltop Holdings Inc. | 0.05% | Reduce -1.8% | 10,065 | $649K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,000 | $645K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.1% | 9,967 | $631K |
| Capital Advisors Inc. | 0.01% | No change | 9,697 | $625K |
| Van Diest Capital, LLC | 0.56% | Add +38.6% | 9,660 | $623K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,630 | $621K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 13,259 | $612K |
| Jupiter Topco LLC | 0.00% | — | 9,483 | $606K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.2% | 9,394 | $606K |
| IPG Investment Advisors LLC | 0.09% | No change | 9,250 | $597K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.9% | 9,248 | $596K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -54.7% | 12,987 | $588K |
| Fulton Bank, N.A. | 0.02% | No change | 9,000 | $581K |
| Wealth Enhancement Trust Services, Inc. | 0.06% | Reduce -8.8% | 8,908 | $575K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.9% | 8,840 | $570K |
| New Wave Wealth Advisors LLC | 0.16% | Add +20.0% | 8,831 | $570K |
| Advisory Alpha, LLC | 0.01% | Reduce -66.3% | 8,763 | $565K |
| Pursuit Wealth Strategies, LLC | 0.73% | Reduce -4.4% | 8,700 | $561K |
| Advisor OS, LLC | 0.04% | Add +0.0% | 8,601 | $555K |
| Dakota Wealth Management | 0.01% | No change | 8,580 | $553K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 8,480 | $547K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 8,300 | $535K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.2% | 8,295 | $535K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,254 | $532K |
| Signal Advisors Wealth, LLC | 0.03% | Add +71.7% | 8,237 | $531K |
| Sunbeam Capital Management, LLC | 0.24% | New | 8,165 | $527K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.2% | 8,114 | $523K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -27.6% | 8,056 | $520K |
| Beck Capital Management, LLC | 0.10% | Reduce -0.6% | 8,005 | $516K |
| Crescent Sterling, Ltd. | 0.46% | Add +1.8% | 7,957 | $513K |
| Disciplined Investors, L.L.C. | 0.25% | No change | 7,850 | $506K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.4% | 7,838 | $506K |
| Sigma Planning Corp | 0.01% | Add +72.7% | 7,642 | $493K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 7,628 | $492K |
| BSW Wealth Partners | 0.05% | Add +0.0% | 7,622 | $492K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.6% | 7,597 | $490K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -0.3% | 7,541 | $486K |
| Tiller Private Wealth, Inc. | 0.15% | Reduce -4.5% | 7,537 | $486K |
| Melfa Wealth Management, Inc. | 0.26% | Reduce -76.0% | 7,500 | $484K |
| Gryphon Financial Partners LLC | 0.04% | No change | 7,500 | $484K |
| Marex Group Ltd | 0.00% | New | 7,500 | $484K |
| Oak Harvest Investment Services | 0.05% | No change | 7,500 | $484K |
| Money Concepts Capital Corp. | 0.02% | Reduce -1.3% | 7,480 | $482K |
| Savant Capital, LLC | 0.00% | New | 7,392 | $477K |
| First National Trust Co | 0.02% | Reduce -3.9% | 7,340 | $473K |
| Deutsche Bank AG | 0.00% | No change | 7,337 | $473K |
| EP Wealth Advisors, LLC | 0.00% | Add +40.9% | 7,323 | $472K |
| VestGen Advisors, LLC | 0.01% | No change | 7,310 | $471K |
| Venture Visionary Partners LLC | 0.01% | Reduce -14.7% | 7,240 | $467K |
| Value Investment Professionals, LLC | 0.39% | New | 7,238 | $467K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -0.0% | 7,183 | $463K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.4% | 7,746 | $463K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,200 | $456K |
| NWF Advisory Services Inc. | 0.04% | Add +16.3% | 7,034 | $454K |
| Atria Investments, Inc | 0.00% | Reduce -29.6% | 7,009 | $452K |
| Pathstone Holdings, LLC | 0.00% | No change | 7,000 | $452K |
| Absolute Capital Management, LLC | 0.11% | New | 6,997 | $451K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,980 | $450K |
| Strategic Financial Concepts, LLC | 0.13% | Add +0.1% | 6,947 | $448K |
| Aurora Private Wealth, Inc. | 0.28% | Add +0.1% | 6,951 | $448K |
| Transcend Capital Advisors, LLC | 0.03% | Add +18.6% | 6,906 | $445K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 6,870 | $443K |
| Guilbault Capital LLC | 0.44% | Reduce -6.0% | 6,815 | $440K |
| Seven Mile Advisory | 0.29% | No change | 6,750 | $435K |
| WBH Advisory Inc. | 0.03% | Reduce -3.6% | 6,750 | $435K |
| IFG Advisory, LLC | 0.02% | Add +572.7% | 6,727 | $434K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +0.1% | 6,641 | $428K |
| Purkiss Capital Advisors LLC | 0.16% | No change | 6,622 | $427K |
| Sharp Wealth Advisory, LLC | 0.20% | New | 6,579 | $424K |
| Mgo One Seven LLC | 0.01% | Add +4.4% | 6,572 | $424K |
| ATX Financial Planning, LLC | 0.28% | Add +0.0% | 6,517 | $420K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 6,435 | $415K |
| Elevation Wealth Partners, LLC | 0.12% | Add +11.0% | 6,336 | $409K |
| Purus Wealth Management, LLC | 0.11% | No change | 6,331 | $408K |
| Summit Financial, LLC | 0.00% | Reduce -8.9% | 6,319 | $408K |
| Peddock Capital Advisors, LLC | 0.08% | No change | 6,300 | $406K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 6,190 | $399K |
| LexAurum Advisors, LLC | 0.05% | Add +6.3% | 6,109 | $394K |
| Private Trust Co. NA | 0.03% | Reduce -57.3% | 5,965 | $385K |
| Allred Capital Management, LLC | 0.13% | Add +17.3% | 5,955 | $384K |
| Kiley Juergens Wealth Management, LLC | 0.06% | No change | 5,951 | $384K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 5,891 | $380K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +6.5% | 5,775 | $373K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 5,723 | $369K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,681 | $366K |
| Williams & Novak, LLC | 0.24% | No change | 5,570 | $359K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Reduce -0.7% | 5,559 | $359K |
| Blackston Financial Advisory Group, LLC | 0.20% | Reduce -2.6% | 5,557 | $358K |
| High Point Wealth Management, LLC | 0.30% | No change | 5,485 | $354K |
| Lazari Capital Management, Inc. | 0.11% | No change | 5,460 | $352K |
| Main Street Group, LTD | 0.09% | No change | 5,453 | $352K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -2.7% | 5,442 | $351K |
| PFG Investments, LLC | 0.01% | Reduce -6.9% | 5,415 | $349K |
| Godsey & Gibb, Inc. | 0.03% | No change | 5,360 | $346K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 5,355 | $345K |
| Composition Wealth, LLC | 0.00% | No change | 5,256 | $339K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 5,234 | $338K |
| Headinvest, LLC | 0.06% | Add +10.8% | 5,117 | $330K |
| Nicolet Bankshares Inc. | 0.01% | No change | 5,030 | $324K |
| Albion Financial Group | 0.02% | No change | 5,020 | $324K |
| Global Retirement Partners, LLC | 0.00% | — | 5,010 | $323K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 5,001 | $323K |
| Clayton Financial Group LLC | 0.18% | No change | 5,000 | $323K |
| Krilogy Financial LLC | 0.01% | No change | 5,000 | $323K |
| Independent Advisor Alliance | 0.01% | Reduce -99.1% | 5,000 | $323K |
| Wagner Wealth Management, LLC | 0.06% | Add +0.1% | 4,990 | $322K |
| Aspiriant, LLC | 0.01% | No change | 4,986 | $322K |
| First National Advisers, LLC | 0.04% | No change | 4,970 | $321K |
| OLIO Financial Planning | 0.08% | No change | 4,937 | $318K |
| Brighton Jones LLC | 0.01% | Add +0.0% | 4,935 | $318K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,852 | $313K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,792 | $309K |
| GLR Partners, LLC | 0.14% | No change | 4,750 | $306K |
| Sankala Group LLC | 0.20% | Add +68.2% | 4,710 | $304K |
| Polaris Investment Advisors, LLC | 0.19% | No change | 4,600 | $297K |
| XTX Topco Ltd | 0.00% | New | 4,590 | $296K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 4,537 | $293K |
| CX Institutional | 0.01% | Reduce -72.6% | 4,525 | $292K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.0% | 4,514 | $291K |
| Ballentine Partners, LLC | 0.00% | New | 4,421 | $285K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 4,410 | $284K |
| Triangle Securities Wealth Management | 0.06% | New | 4,405 | $284K |
| Rede Wealth, LLC | 0.09% | New | 4,400 | $284K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +33.5% | 4,588 | $283K |
| Factor Wealth Management LTD | 0.04% | New | 4,326 | $279K |
| 71 West Capital Partners | 0.01% | New | 4,300 | $277K |
| Valmark Advisers, Inc. | 0.00% | New | 4,277 | $276K |
| Associated Banc-Corp | 0.01% | New | 4,268 | $275K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -10.0% | 4,237 | $273K |
| Williamson Legacy Group, LLC | 0.14% | Reduce -23.3% | 4,232 | $273K |
| Berkshire Asset Management LLC | 0.01% | New | 4,200 | $271K |
| Canvas Wealth Advisors, LLC | 0.04% | New | 4,141 | $267K |
| Romano Brothers and Company | 0.03% | New | 4,100 | $264K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 4,082 | $263K |
| Cornerstone Advisory, LLC | 0.02% | New | 4,060 | $262K |
| Salem Investment Counselors Inc. | 0.01% | No change | 4,041 | $261K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,026 | $260K |
| TAGStone Capital, Inc. | 0.08% | New | 4,000 | $258K |
| Clear Trail Advisors, LLC | 0.04% | New | 4,000 | $258K |
| Manchester Capital Management LLC | 0.03% | No change | 4,000 | $258K |
| MJP Associates Inc. | 0.03% | New | 4,000 | $258K |
| Appleton Partners Inc. | 0.02% | New | 3,950 | $255K |
| First Foundation Advisors | 0.01% | New | 3,913 | $252K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,900 | $252K |
| Strategic Advisors LLC | 0.05% | New | 3,835 | $247K |
| One Day In July LLC | 0.02% | New | 3,830 | $247K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 3,810 | $246K |
| Redwood Financial Network Corp | 0.14% | New | 3,807 | $246K |
| Indivisible Partners | 0.01% | New | 3,799 | $245K |
| Smith, Moore & Co. | 0.02% | New | 3,753 | $242K |
| Clarity Financial LLC | 0.02% | New | 3,700 | $239K |
| CCG Wealth Management, LLC | 0.06% | New | 3,683 | $238K |
| AE Wealth Management LLC | 0.00% | Reduce -19.8% | 3,615 | $233K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 3,600 | $232K |
| Plan A Wealth LLC | 0.10% | New | 3,575 | $231K |
| Alhambra Investment Management LLC | 0.10% | New | 3,555 | $229K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 3,552 | $229K |
| Blair William & Co. | 0.00% | Reduce -89.9% | 3,526 | $227K |
| CAP Partners, LLC | 0.11% | New | 3,511 | $226K |
| Bluedoor Private Wealth, LLC | 0.10% | New | 3,500 | $226K |
| Keystone Financial Group | 0.01% | New | 3,500 | $226K |
| Smith Salley Wealth Management | 0.01% | No change | 801 | $225K |
| Venturi Wealth Management, LLC | 0.01% | New | 3,442 | $222K |
| Montz Harcus Wealth Management LLC | 0.08% | New | 3,423 | $221K |
| Pinnacle Associates Ltd. | 0.00% | New | 3,400 | $219K |
| ABLE Financial Group, LLC | 0.04% | New | 3,361 | $217K |
| Vident Advisory, LLC | 0.00% | New | 3,360 | $217K |
| Perigon Wealth Management, LLC | 0.00% | New | 3,350 | $216K |
| Franklin Resources Inc. | 0.00% | No change | 3,325 | $214K |
| Clarus Group, Inc. | 0.07% | New | 3,300 | $213K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,271 | $211K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 3,250 | $210K |
| Evolution Wealth Advisors, LLC | 0.02% | New | 3,252 | $210K |
| KCM Investment Advisors LLC | 0.01% | New | 3,246 | $209K |
| CRA Financial Services, LLC | 0.02% | New | 3,245 | $209K |
| Patrick M Sweeney & Associates, Inc. | 0.12% | New | 3,215 | $207K |
| TRB Wealth Management, LLC | 0.03% | New | 3,201 | $206K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,201 | $206K |
| Kornitzer Capital Management Inc. | 0.00% | New | 3,200 | $206K |
| CFO4Life Group, LLC | 0.03% | New | 3,167 | $204K |
| Peak Retirement Planning, Inc. | 0.03% | New | 3,167 | $204K |
| Coyle Financial Counsel LLC | 0.04% | New | 3,160 | $204K |
| Balboa Wealth Partners | 0.03% | New | 3,104 | $200K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,030 | $195K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 3,000 | $194K |
| Signaturefd, LLC | 0.00% | Add +0.0% | 2,729 | $176K |
| Atlantic Private Wealth, LLC | 0.10% | No change | 2,652 | $171K |
| Bessemer Group Inc. | 0.00% | New | 2,550 | $164K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.1% | 2,536 | $164K |
| Webster Bank, N. A. | 0.01% | New | 2,521 | $163K |
| McDonald Partners LLC | 0.04% | New | 2,350 | $152K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,350 | $152K |
| Hollencrest Capital Management | 0.01% | No change | 2,250 | $145K |
| Realta Investment Advisors | 0.04% | No change | 2,000 | $129K |
| Montag A & Associates Inc. | 0.01% | New | 1,999 | $129K |
| Balentine LLC | 0.00% | No change | 1,870 | $121K |
| Centaurus Financial, Inc. | 0.00% | New | 1,822 | $118K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,818 | $117K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,720 | $111K |
| Finley Financial, LLC | 0.04% | New | 1,600 | $103K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,620 | $102K |
| Parallel Advisors, LLC | 0.00% | Add +79.3% | 1,583 | $102K |
| Founders Capital Management | 0.04% | No change | 1,540 | $99K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,510 | $97K |
| SRH Advisors, LLC | 0.02% | No change | 1,431 | $92K |
| Comprehensive Financial Planning, Inc. | 0.05% | Add +0.1% | 1,355 | $87K |
| Walsh & Associates, LLC | 0.07% | No change | 1,300 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | New | 1,300 | $84K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,280 | $83K |
| Collier Financial | 0.05% | No change | 1,213 | $78K |
| Private Wealth Asset Management, LLC | 0.01% | Add +17.5% | 1,175 | $76K |
| Banque Transatlantique SA | 0.00% | No change | 1,173 | $76K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 1,140 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -8.5% | 1,077 | $69K |
| Markowski Investments | 0.01% | — | 1,000 | $65K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 955 | $62K |
| Global Trust Asset Management, LLC | 0.02% | Add +1200.0% | 910 | $59K |
| Front Row Advisors LLC | 0.02% | No change | 900 | $58K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -18.9% | 861 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 840 | $54K |
| Caldwell Trust Co | 0.00% | No change | 690 | $45K |
| Nemes Rush Group LLC | 0.00% | No change | 680 | $44K |
| HM Payson & Co. | 0.00% | No change | 600 | $39K |
| Assetmark, Inc. | 0.00% | Add +54.4% | 556 | $36K |
| West Branch Capital LLC | 0.01% | New | 543 | $35K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -33.8% | 509 | $33K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 490 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 482 | $31K |
| International Assets Investment Management, LLC | 0.00% | Reduce -82.3% | 476 | $31K |
| AlphaCore Capital LLC | 0.00% | Reduce -7.0% | 424 | $27K |
| Russell Investments Group, Ltd. | 0.00% | New | 417 | $27K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 402 | $26K |
| Highland Investment Advisors LLC | 0.01% | — | 369 | $24K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 362 | $23K |
| Ssa Swiss Advisors AG | 0.01% | No change | 350 | $23K |
| MCF Advisors LLC | 0.00% | No change | 340 | $22K |
| JPL Wealth Management, LLC | 0.00% | New | 323 | $21K |
| US Bancorp \de | 0.00% | No change | 320 | $21K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 274 | $18K |
| Mather Group, Llc. | 0.00% | No change | 230 | $15K |
| Gill Capital Partners, LLC | 0.00% | Add +0.5% | 219 | $14K |
| Roxbury Financial LLC | 0.01% | No change | 212 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | — | 209 | $13K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $13K |
| Synergy Investment Management, LLC | 0.00% | No change | 175 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 173 | $11K |
| Lodestone Wealth Management LLC | 0.00% | No change | 161 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | New | 150 | $10K |
| Trust Co. of Toledo NA | 0.00% | No change | 134 | $9K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 120 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 110 | $7K |
| Abound Wealth Management | 0.00% | New | 110 | $7K |
| Financial Consulate, Inc. | 0.00% | No change | 95 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 89 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | New | 76 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 75 | $5K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 70 | $5K |
| WealthShield Partners, LLC | 0.00% | Reduce -58.8% | 70 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 70 | $5K |
| City State Bank | 0.00% | No change | 60 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $4K |
| Evermay Wealth Management LLC | 0.00% | No change | 51 | $3K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 44 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 20 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -92.2% | 13 | $839 |
| Dunhill Financial, LLC | 0.00% | New | 12 | $774 |
| Go Invest LLC | 0.00% | New | 5 | $296 |
| Networth Advisors, LLC | 0.00% | New | 1 | $57 |
"% 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.