DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
114
Reporting holders
$99.4M
Reported value
0.0%
Calls
0.0%
Puts
-4
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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | $10.3M | 343,084 | 0.04% | 2q | +30.4%+$2.4M |
| GOLDMAN SACHS GROUP INC | $9.6M | 320,537 | 0.00% | 2q | +1433.8%+$9.0M |
| BANK OF AMERICA CORP /DE/ | $8.9M | 295,487 | 0.00% | 31q | -0.9%-$84.3K |
| Cetera Investment Advisers | $5.8M | 194,133 | 0.01% | 18q | -3.4%-$205.1K |
| MORGAN STANLEY | $5.5M | 183,405 | 0.00% | 33q | -29.0%-$2.2M |
| LPL Financial LLC | $4.8M | 159,074 | 0.00% | 31q | -2.7%-$131.8K |
| First International Bank of Israel Ltd. | $3.8M | 126,500 | 1.03% | 5q | HELD |
| HighTower Advisors, LLC | $3.0M | 99,024 | 0.00% | 12q | -10.4%-$344.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 93,139 | 0.00% | 31q | +5.1%+$134.7K |
| AMERIPRISE FINANCIAL INC | $2.8M | 92,585 | 0.00% | 31q | -3.9%-$112.8K |
| Cambridge Investment Research Advisors, Inc. | $2.3M | 77,404 | 0.00% | 31q | +46.9%+$740.7K |
| UBS Group AG | $2.2M | 73,588 | 0.00% | 31q | -18.3%-$495.7K |
| BNP PARIBAS FINANCIAL MARKETS | $2.1M | 70,000 | 0.00% | new | NEW |
| Friedenthal Financial | $1.8M | 60,761 | 0.84% | 27q | +5.6%+$97.3K |
| TRUIST FINANCIAL CORP | $1.7M | 58,049 | 0.00% | 21q | +9.3%+$148.5K |
| JPMORGAN CHASE & CO | $1.7M | 55,488 | 0.00% | 23q | -41.6%-$1.2M |
| WealthBridge Capital Management, LLC | $1.7M | 55,700 | 0.33% | 26q | -5.1%-$89.6K |
| Joseph P. Lucia & Associates, LLC | $1.5M | 50,550 | 0.46% | 30q | HELD |
| Farther Finance Advisors, LLC | $1.4M | 45,268 | 0.01% | 6q | HELD |
| Pacific Sun Financial Corp | $1.3M | 43,680 | 0.54% | 25q | -20.2%-$331.1K |
| Stelac Advisory Services LLC | $1.2M | 38,635 | 0.22% | 29q | -26.2%-$411.4K |
| CAHILL FINANCIAL ADVISORS INC | $1.1M | 38,355 | 0.11% | 28q | -6.8%-$84.2K |
| Yoder Wealth Management, Inc. | $877.5K | 29,270 | 0.34% | 14q | -11.0%-$108.4K |
| DHJJ Financial Advisors, Ltd. | $876.1K | 29,221 | 0.25% | 23q | -7.9%-$74.9K |
| OSAIC HOLDINGS, INC. | $866.8K | 28,908 | 0.00% | 26q | -3.5%-$31.4K |
| Hills Bank & Trust Co | $861.7K | 28,744 | 0.04% | 3q | +12.0%+$92.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $809.0K | 26,986 | 0.00% | 31q | -2.0%-$16.4K |
| Clearstead Advisors, LLC | $704.2K | 23,489 | 0.01% | 3q | +41.1%+$205.0K |
| Quantinno Capital Management LP | $633.0K | 21,114 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $617.6K | 20,600 | 0.00% | 31q | -23.6%-$190.9K |
| Walker Asset Management, LLC | $586.8K | 19,574 | 0.30% | 18q | +5.6%+$30.9K |
| Lido Advisors, LLC | $545.3K | 18,189 | 0.00% | 23q | +23.1%+$102.3K |
| Sunbeam Capital Management, LLC | $536.5K | 17,895 | 0.25% | 2q | -20.2%-$135.8K |
| PLANNING DIRECTIONS INC | $515.3K | 17,188 | 0.24% | 25q | -20.5%-$132.6K |
| First Heartland Consultants, Inc. | $507.3K | 16,922 | 0.03% | 28q | -2.2%-$11.4K |
| SILVER OAK SECURITIES, INCORPORATED | $484.2K | 16,150 | 0.03% | 6q | HELD |
| STIFEL FINANCIAL CORP | $483.5K | 16,128 | 0.00% | 3q | -15.3%-$87.1K |
| ROYAL BANK OF CANADA | $464.0K | 15,496 | 0.00% | 31q | -25.4%-$158.3K |
| PGIM Custom Harvest LLC | $457.4K | 15,257 | 0.01% | 19q | -1.4%-$6.4K |
| TSFG, LLC | $422.0K | 14,079 | 0.05% | 23q | HELD |
| Brookwood Investment Group LLC | $419.8K | 14,004 | 0.05% | 6q | -30.5%-$184.3K |
| Cedrus Wealth Group LLC | $409.2K | 13,648 | 0.36% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $391.4K | 12,751 | 0.00% | 10q | +31.4%+$93.6K |
| Arax Advisory Partners | $374.7K | 12,497 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $372.5K | 12,423 | 0.00% | 14q | -63.6%-$650.3K |
| Royal Fund Management, LLC | $365.0K | 12,173 | 0.03% | 3q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $358.0K | 11,970 | 0.02% | 28q | HELD |
| D. E. Shaw & Co., Inc. | $351.2K | 11,716 | 0.00% | 2q | +21.6%+$62.4K |
| Kestra Advisory Services, LLC | $348.7K | 11,631 | 0.00% | 24q | -33.5%-$175.4K |
| Private Wealth Group, LLC | $329.7K | 10,997 | 0.13% | 24q | -22.1%-$93.6K |
| Fortune Financial Group, Inc. | $324.7K | 10,829 | 0.25% | 3q | -38.2%-$200.4K |
| Focus Financial Network, Inc. | $324.3K | 10,817 | 0.01% | 17q | -2.0%-$6.5K |
| RAYMOND JAMES FINANCIAL INC | $318.0K | 10,606 | 0.00% | 7q | -2.7%-$8.8K |
| Fearless Solutions, LLC dba Best Invest | $314.8K | 10,500 | 0.17% | 7q | HELD |
| QTR Family Wealth, LLC | $314.0K | 10,474 | 0.11% | 6q | -4.6%-$15.1K |
| Apollon Wealth Management, LLC | $304.6K | 10,160 | 0.00% | 2q | -37.5%-$182.9K |
| Strive Financial Group ,LLC | $301.0K | 10,040 | 0.13% | 3q | +7.2%+$20.3K |
| Stonebridge Financial Planning Group, LLC | $291.7K | 9,730 | 0.09% | 27q | -22.0%-$82.4K |
| VISTA INVESTMENT MANAGEMENT | $280.9K | 9,371 | 0.08% | 31q | +6.7%+$17.7K |
| Kovack Advisors, Inc. | $279.5K | 9,230 | 0.01% | 9q | -12.1%-$38.4K |
| Aristotle Capital Management, LLC | $270.7K | 9,028 | 0.00% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $270.3K | 9,017 | 0.01% | 5q | HELD |
| Envestnet Portfolio Solutions, Inc. | $268.0K | 8,938 | 0.00% | new | NEW |
| Optas, LLC | $261.8K | 8,734 | 0.04% | 27q | -43.8%-$204.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $255.4K | 8,520 | 0.00% | 20q | -13.8%-$40.8K |
| PNC Financial Services Group, Inc. | $252.1K | 8,410 | 0.00% | 31q | HELD |
| REDSTONE WEALTH MANAGEMENT, LLC | $234.3K | 7,815 | 0.15% | 3q | -63.4%-$406.4K |
| Sage Capital Management, LLC | $228.4K | 7,618 | 0.09% | 11q | -27.6%-$87.2K |
| Mondrian Investment Partners LTD | $212.4K | 7,085 | 0.00% | new | NEW |
| Empirical Asset Management, LLC | $210.5K | 7,020 | 0.05% | 10q | -4.6%-$10.2K |
| Weaver Capital Management LLC | $203.1K | 6,884 | 0.04% | 11q | HELD |
| Allworth Financial LP | $174.0K | 5,805 | 0.00% | 20q | -11.4%-$22.5K |
| Global Retirement Partners, LLC | $171.0K | 5,704 | 0.00% | 4q | +1.4%+$2.3K |
| FMR LLC | $155.3K | 5,179 | 0.00% | 30q | +8.5%+$12.2K |
| LAZARD ASSET MANAGEMENT LLC | $102.2K | 3,408 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $98.0K | 3,270 | 0.00% | 10q | HELD |
| HARBOUR INVESTMENTS, INC. | $94.5K | 3,153 | 0.00% | 21q | -69.3%-$213.1K |
| CX Institutional | $94.0K | 3,124 | 0.00% | 7q | -73.6%-$262.3K |
| MONETARY MANAGEMENT GROUP INC | $89.9K | 3,000 | 0.02% | new | NEW |
| HOWE & RUSLING INC | $54.5K | 1,817 | 0.00% | 31q | -13.2%-$8.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.8K | 1,761 | 0.00% | 31q | -28.0%-$20.6K |
| Geneos Wealth Management Inc. | $52.5K | 1,750 | 0.00% | 30q | -36.4%-$30.0K |
| AE Wealth Management LLC | $37.0K | 1,235 | 0.00% | 7q | HELD |
| Costello Asset Management, INC | $35.8K | 1,193 | 0.01% | 6q | +0.8% |
| JFS WEALTH ADVISORS, LLC | $24.8K | 827 | 0.00% | 20q | +0.7% |
| NewEdge Advisors, LLC | $21.3K | 710 | 0.00% | 15q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $20.8K | 695 | 0.00% | 17q | -72.5%-$55.0K |
| Bogart Wealth, LLC | $19.2K | 641 | 0.00% | 22q | +0.8% |
| Capital Analysts, LLC | $16.0K | 520 | 0.00% | 31q | HELD |
| Capital Investment Advisory Services, LLC | $15.0K | 500 | 0.00% | 5q | HELD |
| Walsh & Associates, LLC | $15.0K | 500 | 0.01% | 3q | HELD |
| Banque Transatlantique SA | $13.9K | 464 | 0.00% | 2q | HELD |
| Qube Research & Technologies Ltd | $13.4K | 448 | 0.00% | 15q | +77.8%+$5.9K |
| FIFTH THIRD BANCORP | $12.9K | 430 | 0.00% | 21q | -11.3%-$1.6K |
| GLENMEDE TRUST CO NA | $12.0K | 400 | 0.00% | 3q | HELD |
| Planning Strategies Inc. | $8.8K | 294 | 0.01% | new | FIRST |
| COMPASS FINANCIAL MANAGEMENT LLC | $7.9K | 255 | 0.00% | new | FIRST |
| Founders Financial Alliance, LLC | $7.3K | 242 | 0.00% | 7q | HELD |
| FRANKLIN RESOURCES INC | $7.1K | 237 | 0.00% | new | NEW |
| Dunhill Financial, LLC | $6.4K | 215 | 0.00% | 5q | HELD |
Showing the largest 100 of 114 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 | 24 | $11.7M | 408,637 | 3 | 3 | 9 | 0.0% |
| Q2 2026 | 114 | $99.4M | 3,313,356 | 11 | 21 | 48 | 0.0% |
| Q1 2026 | 118 | $110.6M | 3,749,071 | 18 | 32 | 34 | 0.0% |
| Q4 2025 | 111 | $90.3M | 3,108,634 | 12 | 24 | 36 | 0.0% |
| Q3 2025 | 108 | $94.9M | 3,244,469 | 7 | 21 | 47 | 0.0% |
| Q2 2025 | 117 | $100.5M | 3,353,625 | 8 | 21 | 48 | 0.0% |
| Q1 2025 | 120 | $99.0M | 3,212,722 | 10 | 24 | 53 | 0.0% |
| Q4 2024 | 119 | $107.7M | 3,577,556 | 11 | 21 | 50 | 0.0% |
| Q3 2024 | 113 | $174.0M | 5,375,482 | 4 | 24 | 52 | 0.0% |
| Q2 2024 | 119 | $182.4M | 5,956,452 | 8 | 20 | 54 | 0.0% |
| Q1 2024 | 125 | $272.1M | 8,263,232 | 12 | 25 | 59 | 0.0% |
| Q4 2023 | 129 | $365.9M | 11,168,605 | 9 | 27 | 60 | 0.0% |
| Q3 2023 | 126 | $476.4M | 15,856,315 | 9 | 30 | 54 | 0.0% |
| Q2 2023 | 132 | $468.5M | 2,810,438 | 9 | 34 | 58 | 0.0% |
| Q1 2023 | 136 | $471.1M | 2,766,174 | 14 | 36 | 51 | 0.0% |
| Q4 2022 | 135 | $353.5M | 2,073,219 | 13 | 39 | 46 | 0.0% |
| Q3 2022 | 129 | $10.2B | 66,304,987 | 14 | 41 | 37 | 0.0% |
| Q2 2022 | 134 | $12.1B | 72,748,904 | 16 | 50 | 27 | 0.0% |
| Q1 2022 | 124 | $8.4B | 49,804,566 | 13 | 39 | 29 | 0.0% |
| Q4 2021 | 125 | $1.2B | 6,963,565 | 14 | 31 | 38 | 0.0% |
| Q3 2021 | 116 | $893.0M | 5,787,834 | 8 | 35 | 34 | 0.0% |
| Q2 2021 | 115 | $331.6M | 2,050,641 | 8 | 36 | 34 | 0.0% |
| Q1 2021 | 111 | $231.0M | 1,457,595 | 9 | 19 | 52 | 0.0% |
| Q4 2020 | 112 | $5.3B | 35,123,720 | 13 | 28 | 39 | 0.0% |
| Q3 2020 | 103 | $5.0B | 35,189,894 | 13 | 30 | 33 | 0.0% |
| Q2 2020 | 102 | $8.6B | 63,491,845 | 12 | 33 | 32 | 0.0% |
| Q1 2020 | 104 | $8.3B | 67,105,478 | 13 | 33 | 35 | 0.0% |
| Q4 2019 | 118 | $8.6B | 59,244,876 | 15 | 28 | 40 | 0.0% |
| Q3 2019 | 98 | $8.0B | 56,975,890 | 16 | 26 | 28 | 0.0% |
| Q2 2019 | 92 | $7.2B | 54,135,651 | 22 | 31 | 17 | 0.0% |
| Q1 2019 | 80 | $3.3B | 25,197,182 | 17 | 18 | 24 | 0.0% |
| Q4 2018 | 73 | $123.3M | 1,060,338 | 1 | 2 | 2 | 0.0% |