DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
189
Reporting holders
$329.0M
Reported value
0.0%
Calls
0.0%
Puts
+6
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 | $44.2M | 1,332,257 | 0.00% | 33q | +96.7%+$21.7M |
| Summit Trail Advisors, LLC | $21.4M | 645,280 | 0.27% | new | NEW |
| JPMORGAN CHASE & CO | $21.0M | 627,768 | 0.00% | 31q | +89.1%+$9.9M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $15.1M | 455,121 | 3.81% | 16q | +3.3%+$488.8K |
| BANK OF AMERICA CORP /DE/ | $13.3M | 401,114 | 0.00% | 31q | -6.7%-$962.1K |
| LPL Financial LLC | $12.2M | 366,785 | 0.00% | 31q | -2.4%-$299.6K |
| RAYMOND JAMES FINANCIAL INC | $11.1M | 333,942 | 0.00% | 7q | HELD |
| MAI Capital Management | $10.7M | 323,015 | 0.04% | 31q | HELD |
| Cresset Asset Management, LLC | $10.1M | 305,433 | 0.04% | 2q | +29.6%+$2.3M |
| ROYAL BANK OF CANADA | $9.2M | 277,231 | 0.00% | 31q | -20.8%-$2.4M |
| OSAIC HOLDINGS, INC. | $7.7M | 233,436 | 0.01% | 26q | +26.8%+$1.6M |
| Federation des caisses Desjardins du Quebec | $6.3M | 188,470 | 0.02% | 33q | -13.0%-$932.3K |
| Cetera Investment Advisers | $5.7M | 172,814 | 0.01% | 10q | +12.6%+$640.5K |
| BANK OF MONTREAL /CAN/ | $5.7M | 172,597 | 0.00% | 31q | HELD |
| HighTower Advisors, LLC | $5.2M | 156,104 | 0.00% | 23q | -92.7%-$65.7M |
| WELLS FARGO & COMPANY/MN | $5.1M | 154,993 | 0.00% | 31q | -2.9%-$151.8K |
| FCA CORP /TX | $5.0M | 152,116 | 1.24% | 31q | +3.0%+$147.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 141,855 | 0.01% | 31q | +64.7%+$1.8M |
| NATIONAL BANK OF CANADA /FI/ | $4.6M | 137,579 | 0.00% | 19q | +16.2%+$636.2K |
| Friedenthal Financial | $4.4M | 131,197 | 2.01% | 19q | +6.9%+$281.6K |
| Farther Finance Advisors, LLC | $4.2M | 127,480 | 0.03% | 8q | HELD |
| Focus Financial Network, Inc. | $4.2M | 126,116 | 0.13% | 17q | +1.7%+$69.0K |
| PGIM Custom Harvest LLC | $3.8M | 114,215 | 0.05% | 19q | -1.1%-$44.0K |
| Joseph P. Lucia & Associates, LLC | $3.7M | 112,545 | 1.12% | 30q | HELD |
| AMERIPRISE FINANCIAL INC | $3.7M | 111,310 | 0.00% | 31q | -39.4%-$2.4M |
| UBS Group AG | $3.7M | 111,153 | 0.00% | 31q | +33.9%+$933.7K |
| Stelac Advisory Services LLC | $3.0M | 90,287 | 0.56% | 29q | -26.9%-$1.1M |
| Creative Planning | $2.7M | 81,064 | 0.00% | 14q | -14.0%-$436.8K |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 76,402 | 0.00% | 31q | +105.5%+$1.3M |
| CAHILL FINANCIAL ADVISORS INC | $2.5M | 75,587 | 0.24% | 28q | HELD |
| Yoder Wealth Management, Inc. | $2.4M | 71,741 | 0.93% | 14q | +1.3%+$29.7K |
| Cornerstone Advisory, LLC | $2.3M | 69,287 | 0.19% | 31q | HELD |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $2.3M | 68,203 | 0.32% | 24q | -9.0%-$223.6K |
| Coastal Bridge Advisors, LLC | $2.0M | 60,682 | 0.12% | 5q | HELD |
| Berger Financial Group, Inc | $2.0M | 59,353 | 0.10% | 10q | -1.8%-$36.7K |
| Peak Financial Management, Inc. | $1.9M | 55,886 | 0.43% | 31q | -1.2%-$22.7K |
| Hartford Financial Management Inc. | $1.9M | 55,788 | 0.41% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 51,399 | 0.00% | 9q | +6.0%+$97.0K |
| Hills Bank & Trust Co | $1.6M | 48,696 | 0.07% | 3q | -33.9%-$828.6K |
| Ironsides Asset Advisors, LLC | $1.5M | 45,806 | 0.36% | 12q | -0.9%-$13.5K |
| Walker Asset Management, LLC | $1.5M | 45,577 | 0.76% | 18q | +4.9%+$70.8K |
| BNP PARIBAS FINANCIAL MARKETS | $1.4M | 42,122 | 0.00% | 12q | -41.6%-$995.7K |
| SANDLER CAPITAL MANAGEMENT | $1.4M | 41,000 | 0.68% | new | NEW |
| Arax Advisory Partners | $1.2M | 37,266 | 0.01% | new | NEW |
| Biltmore Family Office, LLC | $1.2M | 37,200 | 0.16% | 31q | HELD |
| Lido Advisors, LLC | $1.2M | 36,249 | 0.00% | 23q | +15.2%+$159.0K |
| Beacon Pointe Advisors, LLC | $1.2M | 35,320 | 0.01% | 2q | HELD |
| Ausdal Financial Partners, Inc. | $1.2M | 35,172 | 0.05% | 7q | -44.3%-$929.3K |
| CITIGROUP INC | $1.1M | 33,729 | 0.00% | 3q | +3372800.0%+$1.1M |
| Optas, LLC | $1.0M | 30,154 | 0.14% | 27q | -50.0%-$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $989.6K | 29,815 | 0.00% | 31q | -12.8%-$145.8K |
| LM Advisors LLC | $969.0K | 29,189 | 0.11% | 8q | +3143.2%+$939.1K |
| Red Mountain Financial, LLC | $936.4K | 28,212 | 0.79% | 10q | +0.5%+$5.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $924.7K | 27,860 | 0.01% | 31q | -1.2%-$11.2K |
| Empirical Asset Management, LLC | $923.7K | 27,830 | 0.21% | 10q | -3.7%-$35.3K |
| Clearstead Advisors, LLC | $896.5K | 27,010 | 0.01% | 22q | +50.5%+$300.9K |
| Merit Financial Group, LLC | $877.0K | 26,423 | 0.01% | 3q | -29.5%-$367.6K |
| Quantinno Capital Management LP | $863.7K | 26,022 | 0.00% | 9q | +4.7%+$38.6K |
| Corient Private Wealth LP | $857.3K | 25,831 | 0.00% | 14q | -5.3%-$47.9K |
| &PARTNERS | $839.6K | 25,296 | 0.00% | 31q | -3.5%-$30.3K |
| UMB Bank, n.a. | $824.2K | 24,832 | 0.01% | 19q | -14.4%-$138.3K |
| HHM Wealth Advisors, LLC | $793.7K | 23,915 | 0.08% | 27q | +3.5%+$26.6K |
| CHOREO, LLC | $756.1K | 22,780 | 0.01% | 14q | HELD |
| Private Advisor Group, LLC | $746.7K | 22,498 | 0.00% | 14q | +144.9%+$441.8K |
| Asset Dedication, LLC | $724.4K | 21,825 | 0.05% | 31q | HELD |
| Sensible Money, LLC | $724.4K | 21,825 | 0.19% | 15q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $704.4K | 21,223 | 0.00% | 21q | HELD |
| Rockefeller Capital Management L.P. | $701.9K | 21,149 | 0.00% | 10q | -17.7%-$150.6K |
| Mariner, LLC | $665.4K | 20,049 | 0.00% | 16q | -3.0%-$20.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $643.9K | 19,400 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $641.1K | 19,317 | 0.01% | 25q | +1.4%+$8.8K |
| FMR LLC | $638.2K | 19,228 | 0.00% | 30q | -9.4%-$66.5K |
| First Heartland Consultants, Inc. | $629.9K | 18,979 | 0.04% | 20q | -3.0%-$19.8K |
| PRINCIPAL SECURITIES, INC. | $629.5K | 18,966 | 0.01% | 11q | +7.8%+$45.4K |
| Janney Montgomery Scott LLC | $533.0K | 16,070 | 0.00% | 31q | HELD |
| Harbor Asset Planning, Inc. | $526.7K | 15,870 | 0.40% | 5q | -15.5%-$96.4K |
| Avidian Wealth Enterprises, LLC | $519.1K | 15,640 | 0.01% | 19q | HELD |
| Kovack Advisors, Inc. | $512.2K | 15,213 | 0.02% | 9q | -8.3%-$46.2K |
| Kestra Advisory Services, LLC | $509.9K | 15,364 | 0.00% | 16q | -3.2%-$17.1K |
| Allworth Financial LP | $507.7K | 15,297 | 0.00% | 13q | -43.2%-$386.1K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $491.5K | 14,808 | 0.07% | 3q | -14.5%-$83.1K |
| DHJJ Financial Advisors, Ltd. | $483.2K | 14,560 | 0.14% | 23q | HELD |
| CRA Financial Services, LLC | $472.7K | 14,241 | 0.05% | 31q | -1.7%-$8.1K |
| StoneX Group Inc. | $456.4K | 13,851 | 0.02% | 25q | +19.2%+$73.6K |
| SILVER OAK SECURITIES, INCORPORATED | $444.2K | 13,385 | 0.03% | 5q | -5.7%-$27.1K |
| Blue Sky Capital Consultants Group, Inc. | $443.2K | 13,354 | 0.19% | 7q | -12.3%-$61.9K |
| Hilltop Holdings Inc. | $434.3K | 13,085 | 0.03% | 25q | -0.8%-$3.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $428.1K | 12,597 | 0.00% | 12q | +3.1%+$12.9K |
| Koshinski Asset Management, Inc. | $424.2K | 12,781 | 0.02% | 27q | +0.6%+$2.5K |
| Ellis Investment Partners, LLC | $420.9K | 12,680 | 0.06% | 3q | HELD |
| Elmwood Wealth Management, Inc. | $402.4K | 12,126 | 0.10% | 3q | -3.9%-$16.3K |
| Cooper Financial Group | $381.4K | 11,492 | 0.03% | 17q | HELD |
| STIFEL FINANCIAL CORP | $378.4K | 11,400 | 0.00% | 31q | HELD |
| McAdam, LLC | $373.7K | 11,259 | 0.01% | 31q | -6.9%-$27.5K |
| HUNTINGTON NATIONAL BANK | $363.1K | 10,940 | 0.00% | 21q | HELD |
| Perissos Private Wealth Management, LLC | $348.1K | 10,488 | 0.23% | 10q | HELD |
| Sequoia Financial Advisors, LLC | $337.7K | 10,176 | 0.00% | 4q | -11.9%-$45.5K |
| Leo H. Evart, Inc. | $324.2K | 9,768 | 0.26% | 10q | HELD |
| OneDigital Investment Advisors LLC | $309.6K | 9,327 | 0.00% | 15q | -10.9%-$37.9K |
| Equitable Holdings, Inc. | $308.8K | 9,303 | 0.00% | 26q | +8.8%+$25.0K |
Showing the largest 100 of 189 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 | 59 | $66.5M | 1,796,305 | 9 | 9 | 17 | 0.0% |
| Q2 2026 | 189 | $329.0M | 9,906,356 | 23 | 35 | 54 | 0.0% |
| Q1 2026 | 183 | $312.3M | 10,349,987 | 14 | 45 | 49 | 0.0% |
| Q4 2025 | 186 | $324.5M | 10,175,905 | 26 | 30 | 57 | 0.0% |
| Q3 2025 | 167 | $304.8M | 10,372,584 | 10 | 29 | 63 | 0.0% |
| Q2 2025 | 166 | $312.1M | 10,688,185 | 6 | 32 | 60 | 0.1% |
| Q1 2025 | 187 | $330.4M | 11,114,742 | 13 | 39 | 67 | 0.0% |
| Q4 2024 | 193 | $337.0M | 11,495,410 | 17 | 27 | 70 | 0.0% |
| Q3 2024 | 188 | $391.9M | 12,159,458 | 13 | 25 | 67 | 0.0% |
| Q2 2024 | 189 | $395.8M | 13,140,640 | 11 | 36 | 66 | 0.0% |
| Q1 2024 | 191 | $509.1M | 16,011,203 | 15 | 37 | 55 | 0.0% |
| Q4 2023 | 195 | $449.9M | 15,079,722 | 23 | 34 | 65 | 0.0% |
| Q3 2023 | 185 | $424.4M | 15,490,939 | 15 | 35 | 59 | 0.0% |
| Q2 2023 | 188 | $443.3M | 1,487,504 | 18 | 42 | 52 | 0.1% |
| Q1 2023 | 184 | $432.7M | 1,485,135 | 16 | 39 | 50 | 0.1% |
| Q4 2022 | 191 | $441.9M | 1,529,510 | 21 | 35 | 53 | 0.1% |
| Q3 2022 | 177 | $12.5B | 49,865,296 | 18 | 42 | 37 | 0.0% |
| Q2 2022 | 180 | $12.9B | 48,127,168 | 13 | 43 | 53 | 0.0% |
| Q1 2022 | 182 | $8.7B | 28,510,731 | 18 | 49 | 40 | 0.0% |
| Q4 2021 | 180 | $6.2B | 19,409,483 | 11 | 48 | 38 | 0.0% |
| Q3 2021 | 171 | $2.8B | 9,403,439 | 18 | 38 | 44 | 0.0% |
| Q2 2021 | 161 | $2.0B | 6,707,283 | 10 | 35 | 51 | 0.0% |
| Q1 2021 | 165 | $2.1B | 7,949,960 | 16 | 39 | 48 | 0.0% |
| Q4 2020 | 163 | $3.3B | 12,676,916 | 13 | 30 | 55 | 0.0% |
| Q3 2020 | 152 | $8.0B | 33,880,220 | 10 | 39 | 50 | 0.0% |
| Q2 2020 | 153 | $11.0B | 65,823,326 | 16 | 41 | 45 | 0.0% |
| Q1 2020 | 147 | $12.7B | 67,193,871 | 16 | 38 | 50 | 0.0% |
| Q4 2019 | 157 | $18.5B | 83,668,299 | 22 | 37 | 40 | 0.0% |
| Q3 2019 | 129 | $17.2B | 87,725,561 | 12 | 25 | 49 | 0.0% |
| Q2 2019 | 137 | $18.1B | 89,553,966 | 16 | 39 | 39 | 0.0% |
| Q1 2019 | 137 | $16.8B | 84,869,226 | 20 | 29 | 44 | 0.0% |
| Q4 2018 | 122 | $9.2B | 52,006,802 | 1 | 3 | 2 | 0.0% |