DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
89
Reporting holders
$165.4M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | $56.6M | 1,010,429 | 0.28% | 18q | +15.9%+$7.8M |
| ALTFEST L J & CO INC | $14.4M | 257,074 | 1.40% | 2q | +119.3%+$7.8M |
| RAYMOND JAMES FINANCIAL INC | $8.7M | 155,251 | 0.00% | 7q | -1.1%-$96.7K |
| MORGAN STANLEY | $8.2M | 146,373 | 0.00% | 33q | +1.9%+$152.1K |
| WELLS FARGO & COMPANY/MN | $6.9M | 123,970 | 0.00% | 31q | +11.5%+$718.0K |
| GOLDMAN SACHS GROUP INC | $6.1M | 109,450 | 0.00% | 31q | +149.9%+$3.7M |
| HighTower Advisors, LLC | $6.0M | 106,385 | 0.01% | 22q | -12.4%-$839.8K |
| LPL Financial LLC | $5.1M | 91,049 | 0.00% | 25q | +31.9%+$1.2M |
| ROYAL BANK OF CANADA | $4.1M | 73,846 | 0.00% | 31q | +233.5%+$2.9M |
| JPMORGAN CHASE & CO | $4.0M | 71,652 | 0.00% | 11q | +36.7%+$1.1M |
| SCOTIA CAPITAL INC. | $3.1M | 55,709 | 0.01% | 13q | +4.5%+$133.1K |
| LEUTHOLD GROUP, LLC | $3.0M | 53,392 | 0.30% | 6q | -4.9%-$154.3K |
| Farther Finance Advisors, LLC | $3.0M | 53,049 | 0.02% | 7q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $2.5M | 44,502 | 0.41% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.3M | 41,575 | 0.00% | 31q | -5.4%-$134.1K |
| TD Waterhouse Canada Inc. | $2.3M | 40,443 | 0.01% | 3q | +66.9%+$908.3K |
| Yoder Wealth Management, Inc. | $1.9M | 34,456 | 0.75% | 14q | +4.4%+$81.6K |
| UBS Group AG | $1.9M | 33,590 | 0.00% | 31q | -1.3%-$24.9K |
| VISTA INVESTMENT MANAGEMENT | $1.8M | 32,679 | 0.55% | 18q | +0.9%+$16.8K |
| Carnegie Investment Counsel | $1.6M | 28,187 | 0.03% | 22q | -2.7%-$43.8K |
| Friedenthal Financial | $1.6M | 28,111 | 0.73% | 27q | +5.2%+$77.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 27,144 | 0.00% | 3q | +73.6%+$644.3K |
| Legacy Private Trust Co. | $1.5M | 26,883 | 0.08% | 12q | -14.7%-$258.8K |
| Joseph P. Lucia & Associates, LLC | $1.3M | 23,199 | 0.39% | 30q | HELD |
| Walker Asset Management, LLC | $1.3M | 22,875 | 0.65% | 18q | +4.7%+$57.9K |
| Hills Bank & Trust Co | $1.3M | 22,623 | 0.05% | 3q | -36.3%-$720.7K |
| PINNACLE ASSOCIATES LTD | $1.2M | 22,070 | 0.01% | 14q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.1M | 20,000 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $1.0M | 17,980 | 0.00% | 2q | +259.4%+$726.8K |
| Davis Investment Partners, LLC | $952.2K | 17,002 | 0.29% | 15q | HELD |
| Lido Advisors, LLC | $760.1K | 13,572 | 0.00% | 24q | +23.3%+$143.7K |
| PARK AVENUE SECURITIES LLC | $682.0K | 12,169 | 0.00% | 2q | -82.6%-$3.2M |
| Sanctuary Advisors, LLC | $567.1K | 10,126 | 0.00% | 9q | -2.7%-$16.0K |
| PGIM Custom Harvest LLC | $505.8K | 9,032 | 0.01% | 15q | HELD |
| JANE STREET GROUP, LLC | $376.7K | 6,727 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $342.0K | 6,106 | 0.01% | 2q | -1.5%-$5.3K |
| Strategic Wealth Partners, Ltd. | $300.3K | 5,362 | 0.02% | 6q | -35.1%-$162.2K |
| Private Advisor Group, LLC | $296.6K | 5,297 | 0.00% | 14q | -65.3%-$557.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $294.1K | 5,252 | 0.00% | 9q | +15815.2%+$292.3K |
| Range Advisory, LLC | $293.4K | 5,239 | 0.03% | 3q | HELD |
| Corient Private Wealth LP | $288.2K | 5,145 | 0.00% | 15q | HELD |
| AMERIPRISE FINANCIAL INC | $287.8K | 5,139 | 0.00% | 23q | +16.1%+$39.9K |
| Empirical Asset Management, LLC | $272.1K | 4,858 | 0.06% | 10q | -5.0%-$14.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | $262.0K | 4,684 | 0.00% | 17q | -27.4%-$98.7K |
| MML INVESTORS SERVICES, LLC | $257.7K | 4,601 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $257.7K | 4,601 | 0.00% | 23q | -2.5%-$6.6K |
| Waverly Advisors, LLC | $250.8K | 4,479 | 0.00% | 5q | -12.0%-$34.2K |
| JAMES INVESTMENT RESEARCH, INC. | $249.4K | 4,454 | 0.03% | 23q | HELD |
| Advisory Services Network, LLC | $233.7K | 4,173 | 0.00% | 31q | -58.1%-$324.1K |
| ENVESTNET ASSET MANAGEMENT INC | $231.0K | 4,125 | 0.00% | new | NEW |
| Ausdal Financial Partners, Inc. | $230.8K | 4,121 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $223.4K | 3,964 | 0.00% | 9q | +31.7%+$53.7K |
| Tradewinds Capital Management, LLC | $186.5K | 3,330 | 0.03% | 27q | HELD |
| CoreCap Advisors, LLC | $169.4K | 3,025 | 0.00% | 7q | -9.5%-$17.9K |
| Winthrop Capital Management, LLC | $166.0K | 2,969 | 0.04% | 7q | -9.0%-$16.5K |
| Global Retirement Partners, LLC | $128.2K | 2,289 | 0.00% | 5q | HELD |
| Rockefeller Capital Management L.P. | $116.8K | 2,085 | 0.00% | 4q | -1.7%-$2.1K |
| OSAIC HOLDINGS, INC. | $111.2K | 1,985 | 0.00% | 26q | +18.6%+$17.5K |
| BANK OF MONTREAL /CAN/ | $89.4K | 1,597 | 0.00% | 27q | -3.3%-$3.0K |
| GLENMEDE TRUST CO NA | $75.6K | 1,350 | 0.00% | 27q | HELD |
| CX Institutional | $71.0K | 1,264 | 0.00% | 6q | -86.0%-$436.3K |
| NATIONAL BANK OF CANADA /FI/ | $56.6K | 1,011 | 0.00% | 17q | -14.5%-$9.6K |
| Collier Financial | $45.0K | 804 | 0.03% | 6q | HELD |
| Allworth Financial LP | $34.0K | 608 | 0.00% | 6q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $33.6K | 600 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $30.2K | 540 | 0.00% | 22q | HELD |
| US BANCORP \DE\ | $28.4K | 507 | 0.00% | 22q | HELD |
| NFSG Corp | $28.0K | 500 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $26.9K | 481 | 0.00% | 2q | -1.4% |
| Banque Transatlantique SA | $26.0K | 465 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $23.4K | 417 | 0.00% | 2q | -9.0%-$2.3K |
| Allspring Global Investments Holdings, LLC | $16.5K | 294 | 0.00% | new | NEW |
| FMR LLC | $16.3K | 291 | 0.00% | 23q | +51.6%+$5.6K |
| LAZARD ASSET MANAGEMENT LLC | $14.3K | 256 | 0.00% | new | NEW |
| Front Row Advisors LLC | $13.1K | 225 | 0.00% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.4K | 186 | 0.00% | 4q | HELD |
| MCF Advisors LLC | $7.9K | 141 | 0.00% | 12q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6.1K | 109 | 0.00% | 9q | HELD |
| Fourth Dimension Wealth, LLC | $5.9K | 105 | 0.00% | 7q | HELD |
| Oakmont Advisory Group, LLC | $5.8K | 103 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $5.4K | 97 | 0.00% | 2q | +340.9%+$4.2K |
| VALLEY NATIONAL ADVISERS INC | $5.0K | 90 | 0.00% | 31q | -63.3%-$8.7K |
| AlphaCore Capital LLC | $5.0K | 90 | 0.00% | 6q | HELD |
| HUNTINGTON NATIONAL BANK | $4.8K | 86 | 0.00% | 5q | HELD |
| Copeland Capital Management, LLC | $3.5K | 63 | 0.00% | new | NEW |
| Aristotle Capital Management, LLC | $2.7K | 49 | 0.00% | new | NEW |
| Financial Gravity Companies, Inc. | $2.6K | 46 | 0.00% | 5q | -62.6%-$4.3K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.9K | 34 | 0.00% | 3q | -51.4%-$2.0K |
| TRUST CO OF TOLEDO NA /OH/ | $952 | 17 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $27.4M | 529,087 | 7 | 3 | 6 | 0.0% |
| Q2 2026 | 89 | $165.4M | 2,952,283 | 9 | 23 | 29 | 0.0% |
| Q1 2026 | 88 | $138.4M | 2,586,867 | 12 | 19 | 26 | 0.0% |
| Q4 2025 | 88 | $149.1M | 2,619,578 | 10 | 17 | 34 | 0.0% |
| Q3 2025 | 88 | $164.3M | 2,857,152 | 9 | 21 | 32 | 0.0% |
| Q2 2025 | 83 | $132.2M | 2,489,558 | 9 | 11 | 38 | 0.0% |
| Q1 2025 | 80 | $127.1M | 2,550,666 | 6 | 18 | 35 | 0.0% |
| Q4 2024 | 96 | $273.5M | 5,112,394 | 22 | 27 | 25 | 0.0% |
| Q3 2024 | 78 | $226.9M | 4,353,780 | 4 | 26 | 34 | 0.0% |
| Q2 2024 | 100 | $309.9M | 6,439,936 | 12 | 18 | 49 | 0.0% |
| Q1 2024 | 94 | $353.1M | 6,925,641 | 8 | 32 | 37 | 0.0% |
| Q4 2023 | 106 | $340.6M | 7,165,407 | 21 | 23 | 37 | 0.0% |
| Q3 2023 | 99 | $646.1M | 15,350,953 | 26 | 22 | 31 | 0.0% |
| Q2 2023 | 91 | $440.1M | 2,976,038 | 15 | 18 | 32 | 0.0% |
| Q1 2023 | 88 | $377.1M | 2,945,554 | 18 | 28 | 21 | 0.1% |
| Q4 2022 | 82 | $368.3M | 3,124,999 | 17 | 18 | 22 | 0.0% |
| Q3 2022 | 65 | $4.6B | 43,971,697 | 5 | 15 | 25 | 0.0% |
| Q2 2022 | 73 | $4.5B | 42,210,009 | 6 | 19 | 29 | 0.0% |
| Q1 2022 | 92 | $2.7B | 19,865,724 | 9 | 19 | 39 | 0.0% |
| Q4 2021 | 108 | $993.9M | 6,345,719 | 17 | 25 | 30 | 0.0% |
| Q3 2021 | 99 | $770.6M | 5,338,383 | 7 | 22 | 37 | 0.0% |
| Q2 2021 | 102 | $727.9M | 4,914,723 | 19 | 27 | 29 | 0.0% |
| Q1 2021 | 96 | $1.0B | 7,291,702 | 47 | 25 | 9 | 0.0% |
| Q4 2020 | 49 | $234.2M | 1,912,385 | 16 | 13 | 7 | 0.0% |
| Q3 2020 | 36 | $96.6M | 938,370 | 7 | 12 | 6 | 0.0% |
| Q2 2020 | 36 | $35.5M | 400,183 | 6 | 6 | 15 | 0.0% |
| Q1 2020 | 37 | $25.6M | 382,054 | 2 | 8 | 17 | 0.0% |
| Q4 2019 | 50 | $504.0M | 4,531,021 | 12 | 5 | 13 | 0.0% |
| Q3 2019 | 40 | $63.6M | 608,432 | 4 | 4 | 14 | 0.0% |
| Q2 2019 | 44 | $69.6M | 664,718 | 5 | 10 | 16 | 0.0% |
| Q1 2019 | 44 | $66.9M | 643,117 | 11 | 9 | 9 | 0.0% |
| Q4 2018 | 39 | $25.9M | 287,094 | 1 | 1 | 0 | 0.0% |