DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
168
Reporting holders
$909.2M
Reported value
0.0%
Calls
0.0%
Puts
+9
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $210.4M | 3,317,862 | 0.01% | 12q | +145165.4%+$210.2M |
| GOLDMAN SACHS GROUP INC | $125.6M | 1,963,284 | 0.01% | 16q | +42.7%+$37.6M |
| BANK OF AMERICA CORP /DE/ | $69.1M | 1,079,727 | 0.00% | 31q | +10.9%+$6.8M |
| AFFINITY WEALTH MANAGEMENT LLC | $40.3M | 629,151 | 5.19% | 14q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $38.2M | 596,431 | 0.26% | 13q | HELD |
| Annex Advisory Services, LLC | $33.8M | 528,466 | 0.58% | new | NEW |
| MORGAN STANLEY | $32.3M | 505,243 | 0.00% | 33q | +4.0%+$1.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $27.6M | 430,937 | 1.13% | 13q | HELD |
| LPL Financial LLC | $24.1M | 375,853 | 0.01% | 31q | +3.1%+$724.7K |
| AMERIPRISE FINANCIAL INC | $21.0M | 328,052 | 0.00% | 31q | +3.0%+$610.9K |
| ROYAL BANK OF CANADA | $20.4M | 318,668 | 0.00% | 31q | -32.2%-$9.7M |
| Davis Investment Partners, LLC | $17.3M | 270,403 | 5.27% | 15q | HELD |
| WELLS FARGO & COMPANY/MN | $15.8M | 247,284 | 0.00% | 31q | -17.4%-$3.3M |
| RAYMOND JAMES FINANCIAL INC | $15.7M | 244,788 | 0.00% | 7q | -7.4%-$1.3M |
| Wealthcare Advisory Partners LLC | $11.3M | 175,887 | 0.21% | 18q | +1.3%+$144.4K |
| NewEdge Advisors, LLC | $11.2M | 175,472 | 0.03% | 10q | +1.1%+$118.3K |
| Carmel Capital Management L.L.C. | $11.1M | 173,445 | 2.43% | 19q | +0.7%+$78.4K |
| Strategic Wealth Partners, Ltd. | $10.4M | 162,003 | 0.64% | 6q | +2.1%+$212.3K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $9.9M | 154,563 | 1.22% | 13q | HELD |
| UBS Group AG | $9.1M | 141,607 | 0.00% | 31q | +2.5%+$216.9K |
| Bank of New York Mellon Corp | $8.6M | 134,457 | 0.00% | 2q | -45.9%-$7.3M |
| TigerOak Management, L.L.C. | $7.1M | 110,743 | 1.99% | 7q | -2.2%-$157.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 102,046 | 0.00% | 31q | -16.4%-$1.3M |
| Cetera Investment Advisers | $5.5M | 86,312 | 0.01% | 10q | -10.4%-$638.9K |
| Blue Chip Partners, LLC | $5.3M | 83,176 | 0.34% | 2q | +482.4%+$4.4M |
| Cambridge Investment Research Advisors, Inc. | $5.0M | 77,948 | 0.01% | 31q | +84.7%+$2.3M |
| Kestra Advisory Services, LLC | $4.8M | 75,233 | 0.02% | 23q | -17.7%-$1.0M |
| TKG Advisors, LLC | $4.7M | 74,188 | 1.65% | 11q | +3.7%+$170.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 67,623 | 0.01% | 5q | -5.3%-$240.9K |
| Sage Advisory Services, Ltd.Co. | $4.3M | 66,585 | 2.10% | 2q | -38.4%-$2.7M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $4.1M | 64,765 | 3.20% | 3q | -10.1%-$465.0K |
| Farther Finance Advisors, LLC | $3.8M | 58,826 | 0.03% | 6q | HELD |
| Harbor Asset Planning, Inc. | $3.6M | 55,570 | 2.67% | 5q | HELD |
| Evernest Financial Advisors, LLC | $3.6M | 55,497 | 0.74% | 12q | HELD |
| G&S Capital LLC | $3.5M | 54,724 | 1.01% | 11q | +2.6%+$89.8K |
| Joseph P. Lucia & Associates, LLC | $3.0M | 47,088 | 0.91% | 30q | -1.1%-$32.0K |
| Hills Bank & Trust Co | $2.8M | 44,386 | 0.12% | 3q | +9.3%+$242.5K |
| Treasure Coast Financial Planning | $2.7M | 41,755 | 1.30% | 5q | +5.1%+$128.8K |
| Choice Wealth Advisors LLC | $2.6M | 40,303 | 0.91% | 16q | HELD |
| OSAIC HOLDINGS, INC. | $2.5M | 38,328 | 0.00% | 26q | -8.0%-$214.6K |
| NATIONAL BANK OF CANADA /FI/ | $2.4M | 37,858 | 0.00% | 19q | +4.8%+$110.7K |
| STIFEL FINANCIAL CORP | $2.4M | 37,127 | 0.00% | 23q | +1.2%+$27.1K |
| Equitable Holdings, Inc. | $2.3M | 36,302 | 0.01% | 21q | +3.0%+$68.2K |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 34,823 | 0.00% | 10q | +19.1%+$352.4K |
| PGIM Custom Harvest LLC | $2.1M | 32,901 | 0.03% | 15q | -7.5%-$171.3K |
| ACCESS FINANCIAL SERVICES, INC. | $2.0M | 30,975 | 0.65% | 24q | -0.9%-$17.1K |
| FDx Advisors, Inc. | $1.9M | 29,959 | 0.58% | 2q | -37.0%-$1.1M |
| Global Retirement Partners, LLC | $1.9M | 29,801 | 0.03% | 9q | +10.3%+$177.7K |
| Friedenthal Financial | $1.8M | 27,621 | 0.82% | 27q | +1.5%+$26.6K |
| Live Oak Investment Partners | $1.7M | 27,285 | 0.94% | 14q | +25.4%+$354.0K |
| FMR LLC | $1.7M | 26,220 | 0.00% | 28q | HELD |
| Walker Asset Management, LLC | $1.6M | 24,572 | 0.79% | 18q | +2.9%+$44.4K |
| Burns Matteson Capital Management, LLC | $1.5M | 24,044 | 0.48% | 23q | -3.5%-$56.3K |
| Stratos Wealth Partners, LTD. | $1.5M | 23,754 | 0.02% | 7q | +3.9%+$57.7K |
| Nova Wealth Management, Inc. | $1.5M | 22,846 | 0.81% | 7q | -1.1%-$16.3K |
| Lido Advisors, LLC | $1.4M | 21,645 | 0.00% | 23q | +1.0%+$13.4K |
| Hilltop Holdings Inc. | $1.3M | 20,365 | 0.10% | 25q | HELD |
| Orion Porfolio Solutions, LLC | $1.3M | 19,566 | 0.01% | 3q | +43.4%+$378.7K |
| Clear Creek Financial Management, LLC | $1.2M | 19,464 | 0.08% | 7q | +0.8%+$10.2K |
| Brick & Kyle, Associates | $1.2M | 20,241 | 0.38% | 10q | HELD |
| BROWN ADVISORY INC | $1.0M | 15,750 | 0.00% | 10q | HELD |
| IFG Advisory, LLC | $891.4K | 13,929 | 0.03% | new | NEW |
| TRUIST FINANCIAL CORP | $866.9K | 13,546 | 0.00% | 14q | -25.5%-$296.2K |
| MML INVESTORS SERVICES, LLC | $859.6K | 13,433 | 0.00% | 11q | +8.2%+$65.0K |
| BRIAN LOW FINANCIAL GROUP, LLC | $849.9K | 13,280 | 0.50% | 2q | +8.6%+$67.6K |
| Brown Miller Wealth Management, LLC | $833.4K | 13,023 | 0.21% | new | NEW |
| CIBC WORLD MARKET INC. | $771.5K | 12,056 | 0.00% | 5q | -3.4%-$26.9K |
| Gladstone Institutional Advisory LLC | $746.4K | 11,663 | 0.02% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $727.8K | 11,373 | 0.00% | 31q | HELD |
| First Heartland Consultants, Inc. | $723.1K | 11,300 | 0.05% | 13q | +2.6%+$18.2K |
| CreativeOne Wealth, LLC | $695.9K | 10,875 | 0.02% | 8q | HELD |
| Traction Financial Partners, LLC | $695.4K | 10,867 | 0.37% | 11q | -2.9%-$21.1K |
| Kingsview Wealth Management, LLC | $651.9K | 10,186 | 0.01% | 10q | +6.1%+$37.6K |
| &PARTNERS | $648.3K | 10,130 | 0.00% | 9q | +2.1%+$13.1K |
| SILVER OAK SECURITIES, INCORPORATED | $636.5K | 9,946 | 0.04% | 5q | HELD |
| Capital Wealth Alliance, LLC | $604.3K | 9,443 | 0.28% | 21q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $603.5K | 9,430 | 0.01% | 9q | -24.9%-$199.9K |
| Focus Financial Network, Inc. | $593.5K | 9,274 | 0.02% | 17q | -0.8%-$4.7K |
| Corient Private Wealth LP | $562.9K | 8,796 | 0.00% | 15q | HELD |
| Diversify Advisory Services, LLC | $517.2K | 8,081 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $517.2K | 8,081 | 0.01% | new | NEW |
| Private Advisor Group, LLC | $513.1K | 8,017 | 0.00% | 14q | -35.9%-$286.8K |
| McAdam, LLC | $505.9K | 7,905 | 0.02% | 24q | HELD |
| Janney Montgomery Scott LLC | $484.0K | 7,566 | 0.00% | 4q | HELD |
| Western Wealth Management, LLC | $483.5K | 7,556 | 0.02% | 30q | +1.3%+$6.4K |
| Geneos Wealth Management Inc. | $462.7K | 7,230 | 0.01% | 30q | +5.6%+$24.7K |
| Vanguard Capital Wealth Advisors | $455.1K | 7,112 | 0.31% | new | NEW |
| Interchange Capital Partners, LLC | $433.1K | 6,768 | 0.08% | 12q | -47.5%-$391.2K |
| PRIVATE TRUST CO NA | $428.9K | 6,702 | 0.03% | 14q | HELD |
| Rockefeller Capital Management L.P. | $409.1K | 6,392 | 0.00% | 4q | +52.7%+$141.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $406.4K | 6,351 | 0.00% | 18q | -11.5%-$52.9K |
| World Investment Advisors | $403.1K | 7,000 | 0.01% | 10q | HELD |
| Colonial River Investments, LLC | $385.6K | 6,026 | 0.11% | 4q | -10.0%-$42.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $376.0K | 5,875 | 0.00% | 3q | +0.9%+$3.5K |
| Ausdal Financial Partners, Inc. | $363.4K | 5,679 | 0.01% | 2q | +54.4%+$128.1K |
| MAI Capital Management | $362.7K | 5,668 | 0.00% | 7q | HELD |
| YHB Investment Advisors, Inc. | $350.8K | 5,481 | 0.02% | 4q | +10.0%+$32.0K |
| Jacobi Capital Management LLC | $346.6K | 5,416 | 0.02% | 20q | -9.6%-$36.7K |
| Simplicity Wealth,LLC | $341.4K | 5,335 | 0.01% | new | NEW |
| Mariner, LLC | $337.2K | 5,269 | 0.00% | 11q | -2.9%-$10.0K |
Showing the largest 100 of 168 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 | 51 | $77.4M | 1,335,239 | 4 | 15 | 14 | 0.0% |
| Q2 2026 | 168 | $909.2M | 14,241,593 | 22 | 45 | 44 | 0.0% |
| Q1 2026 | 159 | $577.1M | 10,021,695 | 28 | 41 | 45 | 0.0% |
| Q4 2025 | 145 | $750.9M | 13,242,647 | 12 | 38 | 44 | 0.0% |
| Q3 2025 | 144 | $487.7M | 8,696,352 | 13 | 44 | 41 | 0.0% |
| Q2 2025 | 142 | $435.5M | 8,126,712 | 13 | 36 | 48 | 0.0% |
| Q1 2025 | 133 | $424.3M | 8,683,298 | 10 | 38 | 42 | 0.0% |
| Q4 2024 | 137 | $429.8M | 8,554,841 | 9 | 31 | 42 | 0.0% |
| Q3 2024 | 132 | $421.0M | 8,223,700 | 9 | 42 | 41 | 0.0% |
| Q2 2024 | 140 | $408.4M | 8,986,378 | 15 | 29 | 51 | 0.0% |
| Q1 2024 | 137 | $493.0M | 10,336,955 | 17 | 42 | 33 | 0.0% |
| Q4 2023 | 133 | $408.6M | 9,481,106 | 13 | 38 | 40 | 0.0% |
| Q3 2023 | 122 | $323.1M | 8,427,322 | 13 | 41 | 29 | 0.0% |
| Q2 2023 | 121 | $346.2M | 1,877,899 | 18 | 36 | 33 | 0.0% |
| Q1 2023 | 112 | $200.2M | 1,068,585 | 22 | 36 | 26 | 0.0% |
| Q4 2022 | 103 | $164.5M | 918,882 | 16 | 21 | 35 | 0.0% |
| Q3 2022 | 89 | $6.8B | 44,213,369 | 8 | 23 | 32 | 0.0% |
| Q2 2022 | 94 | $7.1B | 44,028,456 | 9 | 18 | 39 | 0.0% |
| Q1 2022 | 101 | $3.1B | 16,271,254 | 17 | 27 | 27 | 0.0% |
| Q4 2021 | 105 | $2.4B | 11,964,913 | 7 | 35 | 28 | 0.0% |
| Q3 2021 | 105 | $2.7B | 14,625,257 | 12 | 32 | 27 | 0.0% |
| Q2 2021 | 110 | $2.6B | 13,870,304 | 30 | 36 | 16 | 0.0% |
| Q1 2021 | 83 | $2.0B | 11,251,516 | 16 | 29 | 18 | 0.0% |
| Q4 2020 | 72 | $3.2B | 20,292,532 | 17 | 20 | 18 | 0.0% |
| Q3 2020 | 56 | $239.6M | 1,777,949 | 9 | 15 | 14 | 0.0% |
| Q2 2020 | 53 | $162.6M | 1,357,690 | 6 | 8 | 27 | 0.0% |
| Q1 2020 | 60 | $136.2M | 1,388,321 | 6 | 9 | 28 | 0.0% |
| Q4 2019 | 78 | $285.1M | 2,101,983 | 18 | 15 | 21 | 0.0% |
| Q3 2019 | 58 | $263.6M | 2,084,992 | 6 | 15 | 21 | 0.0% |
| Q2 2019 | 60 | $263.9M | 2,094,016 | 8 | 17 | 17 | 0.0% |
| Q1 2019 | 54 | $301.5M | 2,507,574 | 9 | 8 | 20 | 0.0% |
| Q4 2018 | 55 | $250.2M | 2,422,046 | 1 | 0 | 3 | 0.0% |