DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
155
Reporting holders
$314.9M
Reported value
0.0%
Calls
0.0%
Puts
-7
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $33.9M | 345,657 | 0.00% | 33q | +1.2%+$412.9K |
| MATAURO, LLC | $30.5M | 311,503 | 4.03% | 7q | +6.6%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $23.8M | 242,859 | 0.00% | 31q | -33.1%-$11.8M |
| Modern Wealth Management, LLC | $21.6M | 220,963 | 0.26% | new | NEW |
| UBS Group AG | $19.4M | 197,562 | 0.00% | 31q | -48.7%-$18.4M |
| LPL Financial LLC | $14.4M | 146,920 | 0.00% | 31q | -22.9%-$4.3M |
| Cresset Asset Management, LLC | $12.0M | 122,886 | 0.04% | 2q | +29.9%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $10.7M | 108,806 | 0.00% | 7q | -20.5%-$2.7M |
| Farther Finance Advisors, LLC | $7.0M | 71,506 | 0.05% | 6q | HELD |
| Stonebridge Financial Group, LLC | $6.9M | 70,793 | 0.53% | 7q | +6.0%+$391.6K |
| Arkfeld Wealth Strategies, L.L.C. | $6.7M | 69,392 | 2.02% | 7q | -31.2%-$3.1M |
| Guild Investment Management, Inc. | $5.8M | 58,760 | 3.93% | 4q | +0.6%+$34.3K |
| OARSMAN CAPITAL, INC. | $5.5M | 56,517 | 0.59% | 22q | +0.9%+$49.9K |
| WELLS FARGO & COMPANY/MN | $4.9M | 49,545 | 0.00% | 31q | +30.1%+$1.1M |
| Sanctuary Advisors, LLC | $4.1M | 41,717 | 0.02% | 9q | +173.2%+$2.6M |
| JPMORGAN CHASE & CO | $3.9M | 39,268 | 0.00% | 15q | +128.7%+$2.2M |
| Private Advisory Group LLC | $3.7M | 37,376 | 0.20% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.4M | 34,792 | 0.00% | 26q | -2.3%-$80.3K |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 33,000 | 0.00% | 31q | +95.9%+$1.6M |
| Aptus Capital Advisors, LLC | $3.1M | 32,074 | 0.02% | 5q | +2.2%+$68.4K |
| Financial Guidance Group, Inc. | $3.1M | 32,024 | 1.17% | 5q | +2.2%+$68.4K |
| BNP PARIBAS FINANCIAL MARKETS | $3.0M | 30,842 | 0.00% | 8q | -76.4%-$9.8M |
| Davis Investment Partners, LLC | $2.9M | 30,053 | 0.90% | 12q | HELD |
| Cetera Investment Advisers | $2.9M | 29,975 | 0.00% | 10q | +42.8%+$880.4K |
| Ethos Financial Group, LLC | $2.9M | 29,921 | 0.20% | 7q | +56.7%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 28,922 | 0.00% | 4q | +64.3%+$1.1M |
| Baird Financial Group, Inc. | $2.8M | 28,414 | 0.00% | 22q | -4.6%-$135.3K |
| ROYAL BANK OF CANADA | $2.7M | 27,185 | 0.00% | 31q | -34.1%-$1.4M |
| Joseph P. Lucia & Associates, LLC | $2.5M | 25,677 | 0.76% | 30q | -1.8%-$45.8K |
| Kestra Advisory Services, LLC | $2.4M | 24,341 | 0.01% | 17q | -8.7%-$228.4K |
| IHT Wealth Management, LLC | $2.4M | 23,993 | 0.05% | 18q | -11.5%-$305.1K |
| HighTower Advisors, LLC | $2.3M | 23,858 | 0.00% | 22q | -4.8%-$117.7K |
| TABLEAUX LLC | $2.2M | 22,800 | 0.94% | 2q | +10.0%+$203.9K |
| Courage Miller Partners, LLC | $2.0M | 20,472 | 0.53% | 2q | -2.8%-$56.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 20,326 | 0.00% | 23q | -17.8%-$430.4K |
| GOLDMAN SACHS GROUP INC | $2.0M | 20,008 | 0.00% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 18,500 | 0.00% | new | NEW |
| SHAKER INVESTMENTS LLC/OH | $1.8M | 18,110 | 0.64% | 2q | -0.7%-$12.9K |
| Keating Financial Advisory Services, Inc. | $1.6M | 16,395 | 0.21% | 3q | HELD |
| Flaharty Asset Management, LLC | $1.6M | 16,436 | 2.29% | 15q | -93.2%-$22.1M |
| Somerset Trust Co | $1.4M | 13,982 | 0.39% | 13q | +1.2%+$16.2K |
| Lane Generational LLC | $1.3M | 13,586 | 1.17% | new | NEW |
| PGIM Custom Harvest LLC | $1.3M | 13,317 | 0.02% | 16q | -3.6%-$48.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 12,931 | 0.00% | 9q | +40.1%+$364.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 12,814 | 0.00% | 22q | +65.2%+$495.3K |
| Hills Bank & Trust Co | $1.2M | 12,659 | 0.05% | 3q | +14.0%+$152.0K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 11,781 | 0.02% | 18q | -14.9%-$201.8K |
| Vanguard Capital Wealth Advisors | $1.1M | 11,242 | 0.75% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.0M | 10,542 | 0.00% | 22q | +120.7%+$565.0K |
| STEPHENS INC /AR/ | $944.1K | 9,638 | 0.01% | 6q | -1.0%-$9.4K |
| HOWARD FINANCIAL SERVICES, LTD. | $934.0K | 9,534 | 0.05% | 6q | +181.4%+$602.1K |
| PEAPACK GLADSTONE FINANCIAL CORP | $867.0K | 8,850 | 0.01% | new | NEW |
| HRT FINANCIAL LP | $818.0K | 8,351 | 0.00% | 2q | +30.6%+$191.5K |
| Gotham Asset Management, LLC | $809.0K | 8,258 | 0.00% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $753.0K | 7,483 | 0.00% | 12q | -4.8%-$37.6K |
| Northwest Wealth Advisors, LLC | $750.5K | 7,662 | 0.43% | 3q | -17.2%-$155.9K |
| ROTHSCHILD INVESTMENT LLC | $725.7K | 7,408 | 0.03% | 11q | HELD |
| Rockefeller Capital Management L.P. | $715.6K | 7,305 | 0.00% | 4q | +3.4%+$23.3K |
| Arkadios Wealth Advisors | $702.3K | 7,169 | 0.01% | 5q | -0.8%-$6.0K |
| Walker Asset Management, LLC | $656.1K | 6,698 | 0.33% | 18q | +2.0%+$12.7K |
| Friedenthal Financial | $628.5K | 6,416 | 0.29% | 27q | -9.5%-$66.2K |
| FLOW TRADERS U.S. LLC | $599.0K | 6,111 | 0.02% | new | NEW |
| Longview Financial Advisors, Inc. | $591.6K | 6,039 | 0.35% | 11q | +4.3%+$24.6K |
| XTX Topco Ltd | $577.1K | 5,891 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $574.3K | 5,862 | 0.00% | 19q | +2.3%+$12.7K |
| McKinley Carter Wealth Services, Inc. | $557.8K | 5,694 | 0.03% | 5q | -2.8%-$16.4K |
| Private Advisor Group, LLC | $537.9K | 5,491 | 0.00% | 22q | +58.2%+$197.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $533.2K | 5,443 | 0.00% | 3q | -2.5%-$13.9K |
| Pinnacle Financial Partners, Inc. | $529.4K | 5,404 | 0.00% | 3q | -1.4%-$7.4K |
| D. E. Shaw & Co., Inc. | $527.7K | 5,387 | 0.00% | new | NEW |
| StoneX Group Inc. | $524.2K | 5,326 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $518.0K | 5,288 | 0.00% | 17q | HELD |
| VISTA INVESTMENT MANAGEMENT | $513.3K | 5,240 | 0.15% | 23q | -0.6%-$2.9K |
| Tower Research Capital LLC (TRC) | $511.3K | 5,219 | 0.01% | 9q | -36.9%-$299.4K |
| FMR LLC | $496.5K | 5,068 | 0.00% | 19q | -4.0%-$20.6K |
| Centurion Wealth Management LLC | $450.6K | 4,600 | 0.11% | 4q | HELD |
| Capital Wealth Alliance, LLC | $441.6K | 4,508 | 0.20% | 18q | HELD |
| MAI Capital Management | $438.0K | 4,471 | 0.00% | 7q | -2.2%-$9.9K |
| Summit Financial, LLC | $429.3K | 4,382 | 0.00% | 9q | +55.3%+$152.9K |
| EQ WEALTH ADVISORS, LLC | $426.6K | 4,355 | 0.23% | 7q | +20.1%+$71.5K |
| SFMG, LLC | $412.5K | 4,211 | 0.02% | 15q | -13.3%-$63.4K |
| WealthPlan Investment Management, LLC | $389.0K | 3,971 | 0.02% | 2q | -0.6%-$2.3K |
| CITIGROUP INC | $385.7K | 3,937 | 0.00% | new | NEW |
| NWAM LLC | $376.4K | 3,842 | 0.02% | 5q | -0.5%-$2.0K |
| Allied Private Wealth LLC | $368.8K | 3,621 | 0.24% | new | FIRST |
| Indivisible Partners | $365.3K | 3,729 | 0.02% | 3q | -14.7%-$62.9K |
| Geneos Wealth Management Inc. | $365.2K | 3,728 | 0.01% | 33q | -20.9%-$96.4K |
| Integrated Wealth Concepts LLC | $355.5K | 3,629 | 0.00% | 2q | HELD |
| CIBC WORLD MARKET INC. | $347.8K | 3,550 | 0.00% | 2q | -20.4%-$89.1K |
| Advisory Services Network, LLC | $341.8K | 3,489 | 0.00% | 6q | -8.4%-$31.5K |
| Lido Advisors, LLC | $338.9K | 3,460 | 0.00% | 14q | +15.6%+$45.8K |
| Wealthcare Advisory Partners LLC | $327.4K | 3,342 | 0.01% | 11q | HELD |
| &PARTNERS | $322.5K | 3,292 | 0.00% | 10q | -15.0%-$57.0K |
| BANK OF MONTREAL /CAN/ | $315.0K | 3,216 | 0.00% | 25q | HELD |
| AMJ Financial Wealth Management | $301.2K | 2,751 | 0.07% | 2q | HELD |
| LM Advisors LLC | $300.0K | 3,066 | 0.03% | 5q | +812.5%+$267.1K |
| CAPITAL ADVISORS INC/OK | $299.8K | 3,060 | 0.00% | 3q | HELD |
| Essex Financial Services, Inc. | $295.1K | 3,012 | 0.01% | 17q | HELD |
| CIBC Bancorp USA Inc. | $293.9K | 3,000 | 0.00% | 2q | HELD |
| Strategic Advisors LLC | $292.5K | 2,986 | 0.06% | 17q | -21.7%-$81.1K |
Showing the largest 100 of 155 reported holders.
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 | 34 | $44.5M | 412,246 | 4 | 7 | 12 | 0.0% |
| Q2 2026 | 155 | $314.9M | 3,214,165 | 15 | 39 | 51 | 0.0% |
| Q1 2026 | 162 | $407.6M | 3,733,828 | 45 | 38 | 47 | 0.0% |
| Q4 2025 | 132 | $269.4M | 3,382,093 | 17 | 27 | 49 | 0.0% |
| Q3 2025 | 122 | $257.1M | 3,230,327 | 8 | 28 | 51 | 0.0% |
| Q2 2025 | 125 | $261.8M | 3,509,379 | 15 | 31 | 48 | 0.0% |
| Q1 2025 | 135 | $298.5M | 3,654,984 | 18 | 39 | 49 | 0.0% |
| Q4 2024 | 136 | $309.3M | 4,044,034 | 14 | 36 | 46 | 0.0% |
| Q3 2024 | 133 | $280.7M | 3,657,713 | 16 | 32 | 58 | 0.0% |
| Q2 2024 | 137 | $317.0M | 3,927,997 | 21 | 31 | 45 | 0.0% |
| Q1 2024 | 141 | $368.5M | 4,433,318 | 16 | 39 | 51 | 0.0% |
| Q4 2023 | 147 | $353.9M | 4,800,926 | 21 | 53 | 40 | 0.0% |
| Q3 2023 | 142 | $312.5M | 4,061,099 | 28 | 39 | 43 | 0.3% |
| Q2 2023 | 125 | $258.8M | 3,774,405 | 11 | 34 | 50 | 0.2% |
| Q1 2023 | 128 | $287.7M | 4,203,601 | 20 | 46 | 41 | 0.1% |
| Q4 2022 | 127 | $321.0M | 4,414,641 | 19 | 50 | 38 | 0.1% |
| Q3 2022 | 112 | $2.6B | 43,391,317 | 8 | 41 | 42 | 0.0% |
| Q2 2022 | 124 | $2.8B | 46,318,812 | 23 | 48 | 36 | 0.0% |
| Q1 2022 | 117 | $431.4M | 6,332,803 | 36 | 35 | 30 | 0.0% |
| Q4 2021 | 88 | $247.9M | 5,174,212 | 21 | 32 | 15 | 0.0% |
| Q3 2021 | 65 | $190.5M | 4,220,634 | 12 | 16 | 27 | 0.0% |
| Q2 2021 | 61 | $167.2M | 3,691,521 | 12 | 23 | 13 | 0.0% |
| Q1 2021 | 59 | $121.5M | 3,016,619 | 18 | 12 | 11 | 0.0% |
| Q4 2020 | 44 | $43.5M | 1,399,556 | 6 | 6 | 15 | 0.0% |
| Q3 2020 | 35 | $304.5M | 13,527,273 | 3 | 9 | 13 | 0.0% |
| Q2 2020 | 45 | $289.6M | 10,320,497 | 11 | 14 | 8 | 0.0% |
| Q1 2020 | 42 | $42.3M | 2,115,701 | 10 | 10 | 9 | 0.0% |
| Q4 2019 | 59 | $84.9M | 1,776,786 | 10 | 16 | 17 | 0.0% |
| Q3 2019 | 51 | $69.4M | 1,563,202 | 3 | 8 | 27 | 0.0% |
| Q2 2019 | 55 | $102.6M | 2,112,451 | 4 | 13 | 24 | 0.0% |
| Q1 2019 | 62 | $898.3M | 18,396,142 | 9 | 17 | 19 | 0.0% |
| Q4 2018 | 66 | $349.5M | 8,084,317 | 2 | 0 | 4 | 0.0% |