DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
505
Reporting holders
$2.7B
Reported value
0.0%
Calls
0.0%
Puts
+89
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $260.5M | 4,038,596 | 0.02% | 31q | -22.8%-$76.8M |
| MORGAN STANLEY | $185.2M | 2,871,608 | 0.01% | 33q | +11.7%+$19.4M |
| WELLS FARGO & COMPANY/MN | $164.7M | 2,553,416 | 0.03% | 31q | +5.6%+$8.7M |
| LPL Financial LLC | $128.6M | 1,993,202 | 0.03% | 31q | HELD |
| Baltimore-Washington Financial Advisors, Inc. | $112.4M | 1,742,550 | 4.20% | 31q | +2.7%+$3.0M |
| UBS Group AG | $94.3M | 1,462,261 | 0.01% | 31q | -2.7%-$2.6M |
| Davis Investment Partners, LLC | $80.7M | 1,251,606 | 24.58% | 15q | HELD |
| ROYAL BANK OF CANADA | $78.9M | 1,223,031 | 0.01% | 31q | -3.0%-$2.5M |
| RAYMOND JAMES FINANCIAL INC | $77.2M | 1,197,136 | 0.02% | 7q | -6.1%-$5.0M |
| JPMORGAN CHASE & CO | $72.4M | 1,145,221 | 0.00% | 31q | -0.8%-$556.3K |
| HighTower Advisors, LLC | $60.1M | 932,392 | 0.06% | 31q | +141.4%+$35.2M |
| OSAIC HOLDINGS, INC. | $55.0M | 852,226 | 0.06% | 26q | +7.5%+$3.8M |
| TWO SIGMA INVESTMENTS, LP | $53.5M | 829,900 | 0.04% | 3q | +59.5%+$20.0M |
| GOLDMAN SACHS GROUP INC | $49.6M | 768,805 | 0.00% | 31q | +20.3%+$8.4M |
| CAPTRUST FINANCIAL ADVISORS | $45.0M | 697,411 | 0.07% | 28q | -3.1%-$1.4M |
| Baker Avenue Asset Management, LP | $41.1M | 637,078 | 0.78% | 25q | +5.2%+$2.0M |
| Summit Trail Advisors, LLC | $39.1M | 605,866 | 0.49% | 6q | +6.5%+$2.4M |
| Bouchey Financial Group, Ltd. | $30.4M | 471,353 | 1.96% | 31q | -0.5%-$156.4K |
| Quadrature Capital Ltd | $26.2M | 406,259 | 0.22% | new | NEW |
| StoneX Group Inc. | $25.5M | 395,236 | 1.03% | 10q | -12.0%-$3.5M |
| PGIM Custom Harvest LLC | $25.1M | 388,662 | 0.31% | 16q | -5.8%-$1.5M |
| Cetera Investment Advisers | $24.6M | 380,847 | 0.02% | 21q | +11.5%+$2.5M |
| AMERIPRISE FINANCIAL INC | $23.9M | 370,034 | 0.00% | 31q | -11.3%-$3.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 337,546 | 0.03% | 31q | +15.1%+$2.9M |
| RFP Financial Group LLC | $20.4M | 315,619 | 9.12% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $19.1M | 296,357 | 0.00% | 31q | +5.6%+$1.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3M | 268,901 | 0.01% | 31q | +842.3%+$15.5M |
| Rockport Wealth LLC | $17.3M | 267,458 | 2.90% | 10q | +10.3%+$1.6M |
| Mariner, LLC | $16.1M | 249,025 | 0.02% | 16q | -2.7%-$437.4K |
| MISSION WEALTH MANAGEMENT, LP | $14.8M | 230,180 | 0.18% | 30q | +1056.0%+$13.6M |
| CONDOR CAPITAL MANAGEMENT | $14.3M | 221,316 | 1.07% | 31q | -3.0%-$441.0K |
| Prasad Wealth Partners, LLC | $14.2M | 219,860 | 3.41% | 7q | -33.7%-$7.2M |
| AQR CAPITAL MANAGEMENT LLC | $13.1M | 202,720 | 0.00% | 3q | HELD |
| NEVILLE RODIE & SHAW INC | $13.1M | 202,650 | 0.85% | 31q | +0.6%+$83.9K |
| PATTEN & PATTEN INC/TN | $12.9M | 199,968 | 0.68% | 4q | +10.0%+$1.2M |
| Cambridge Investment Research Advisors, Inc. | $12.7M | 197,196 | 0.01% | 31q | +95.3%+$6.2M |
| Farther Finance Advisors, LLC | $12.1M | 187,823 | 0.09% | 15q | -4.0%-$503.0K |
| Aventus Investment Advisors, Inc. | $11.8M | 182,929 | 8.65% | 5q | -11.4%-$1.5M |
| Janney Montgomery Scott LLC | $11.7M | 181,296 | 0.02% | 11q | HELD |
| Arax Advisory Partners | $11.7M | 180,768 | 0.08% | 3q | +4840.4%+$11.4M |
| STIFEL FINANCIAL CORP | $11.3M | 174,796 | 0.01% | 31q | -8.7%-$1.1M |
| ATLAS CAPITAL ADVISORS INC. | $11.0M | 170,871 | 1.21% | 28q | +18.5%+$1.7M |
| Federation des caisses Desjardins du Quebec | $10.8M | 167,548 | 0.03% | 33q | -8.0%-$942.0K |
| Yoder Wealth Management, Inc. | $10.4M | 161,659 | 4.08% | 14q | +2.7%+$276.7K |
| HB Wealth Management, LLC | $9.6M | 148,202 | 0.05% | 19q | HELD |
| Activest Wealth Management | $9.3M | 143,952 | 1.79% | 12q | -3.9%-$377.5K |
| Joseph P. Lucia & Associates, LLC | $9.2M | 143,025 | 2.77% | 30q | -1.7%-$160.5K |
| Vestmark Advisory Solutions, Inc. | $8.9M | 138,010 | 0.08% | 2q | HELD |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $8.7M | 134,444 | 2.19% | 15q | +4.8%+$399.1K |
| Cascade Wealth Advisors, Inc | $8.5M | 131,869 | 3.43% | 10q | -0.7%-$61.0K |
| Kestra Advisory Services, LLC | $8.5M | 131,012 | 0.03% | 24q | -9.1%-$842.0K |
| VISTA INVESTMENT MANAGEMENT | $8.2M | 126,534 | 2.45% | 25q | +1.0%+$78.2K |
| Advisory Services Network, LLC | $8.1M | 126,321 | 0.09% | 31q | HELD |
| Destination Wealth Management | $8.1M | 125,175 | 0.19% | 31q | -4.0%-$334.2K |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $7.8M | 121,585 | 6.06% | 4q | -19.2%-$1.9M |
| ISLAY CAPITAL MANAGEMENT, LLC | $7.6M | 118,157 | 3.52% | 27q | +19.1%+$1.2M |
| Allworth Financial LP | $7.6M | 118,100 | 0.03% | 11q | -12.4%-$1.1M |
| Fifth Third Securities, Inc. | $7.1M | 110,326 | 0.41% | 17q | -14.7%-$1.2M |
| Corient Private Wealth LP | $7.1M | 109,572 | 0.01% | 15q | +17.4%+$1.0M |
| Lido Advisors, LLC | $7.0M | 108,439 | 0.02% | 23q | -14.2%-$1.2M |
| Legacy Private Trust Co. | $6.9M | 107,296 | 0.38% | 12q | -6.4%-$472.0K |
| TRUIST FINANCIAL CORP | $6.9M | 106,900 | 0.01% | 25q | -6.6%-$483.5K |
| Live Oak Investment Partners | $6.5M | 101,226 | 3.51% | 2q | -0.6%-$41.6K |
| MML INVESTORS SERVICES, LLC | $6.5M | 101,135 | 0.01% | 31q | +208.8%+$4.4M |
| Thrivent Financial for Lutherans | $6.4M | 98,774 | 0.01% | 3q | -17.1%-$1.3M |
| Sage Capital Advisors,llc | $6.3M | 97,770 | 1.31% | new | NEW |
| Private Advisory Group LLC | $6.2M | 95,424 | 0.33% | new | NEW |
| Quantinno Capital Management LP | $6.0M | 93,508 | 0.01% | 10q | -15.6%-$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.0M | 95,883 | 0.01% | 12q | -14.1%-$984.8K |
| Arch Global Advisors, LLC | $6.0M | 93,320 | 2.66% | 2q | -1.5%-$93.5K |
| Rockefeller Capital Management L.P. | $5.8M | 90,337 | 0.01% | 12q | -7.9%-$502.7K |
| Detalus Advisors, LLC | $5.8M | 90,010 | 1.13% | 14q | -8.0%-$503.5K |
| Creative Planning | $5.7M | 88,210 | 0.00% | 31q | +1.7%+$95.3K |
| PW Nova Financial Services LLC | $5.5M | 85,848 | 1.19% | 3q | +3.5%+$185.0K |
| Walker Asset Management, LLC | $5.5M | 85,430 | 2.78% | 18q | -2.2%-$125.0K |
| PARK AVENUE SECURITIES LLC | $5.5M | 85,384 | 0.03% | 12q | -4.2%-$241.7K |
| Focus Financial Network, Inc. | $5.5M | 84,835 | 0.17% | 17q | +144.5%+$3.2M |
| COMPASS FINANCIAL MANAGEMENT LLC | $5.4M | 84,186 | 0.66% | new | FIRST |
| Climber Capital SA | $5.4M | 91,216 | 3.29% | 6q | -4.2%-$233.3K |
| Chicago Wealth Management, Inc. | $5.3M | 82,101 | 1.88% | 3q | +1083.9%+$4.8M |
| SAGE RHINO CAPITAL LLC | $5.3M | 81,436 | 0.85% | 30q | -33.6%-$2.7M |
| STEPHENS INC /AR/ | $5.1M | 78,716 | 0.06% | 31q | -0.7%-$34.0K |
| Hartford Financial Management Inc. | $5.0M | 78,121 | 1.12% | 31q | HELD |
| SYKON CAPITAL LLC | $5.0M | 76,957 | 1.53% | new | NEW |
| BFSG, LLC | $5.0M | 76,898 | 0.44% | 6q | +1.5%+$71.9K |
| NewEdge Advisors, LLC | $4.9M | 75,790 | 0.01% | 17q | +12.3%+$534.6K |
| JONES FINANCIAL COMPANIES LLLP | $4.9M | 78,640 | 0.00% | 9q | +16.4%+$685.5K |
| Apriem Advisors | $4.7M | 72,565 | 0.41% | 22q | +1.4%+$65.2K |
| Patten Group, Inc. | $4.6M | 72,033 | 0.72% | 15q | +10.7%+$449.9K |
| Redhawk Wealth Advisors, Inc. | $4.6M | 70,585 | 0.45% | 11q | -42.3%-$3.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $4.5M | 70,513 | 0.01% | 30q | -18.6%-$1.0M |
| Koshinski Asset Management, Inc. | $4.4M | 68,100 | 0.23% | 27q | HELD |
| Bawa N Mallick Trust | $4.1M | 64,080 | 1.34% | 7q | HELD |
| FMR LLC | $4.1M | 63,969 | 0.00% | 29q | +5.5%+$213.5K |
| Biltmore Family Office, LLC | $4.1M | 63,325 | 0.54% | 31q | HELD |
| Allen Capital Group, LLC | $4.1M | 62,890 | 0.33% | 14q | -0.8%-$33.9K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $4.0M | 62,717 | 0.45% | 18q | +1.7%+$66.2K |
| Empirical Asset Management, LLC | $4.0M | 62,304 | 0.91% | 10q | -9.2%-$406.9K |
| Bullock Wealth Management Group | $3.8M | 59,731 | 1.64% | 10q | -6.8%-$275.1K |
| Cerity Partners LLC | $3.8M | 58,527 | 0.00% | 15q | -4.4%-$173.1K |
Showing the largest 100 of 505 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 | 203 | $471.4M | 7,206,780 | 13 | 44 | 47 | 0.0% |
| Q2 2026 | 505 | $2.7B | 41,596,620 | 109 | 91 | 132 | 0.0% |
| Q1 2026 | 416 | $1.9B | 42,113,820 | 46 | 86 | 123 | 0.0% |
| Q4 2025 | 394 | $1.8B | 38,854,245 | 40 | 75 | 131 | 0.0% |
| Q3 2025 | 367 | $2.0B | 44,218,176 | 31 | 83 | 106 | 0.0% |
| Q2 2025 | 370 | $1.8B | 45,063,608 | 40 | 66 | 117 | 0.0% |
| Q1 2025 | 355 | $1.3B | 39,479,931 | 25 | 75 | 126 | 0.0% |
| Q4 2024 | 372 | $1.6B | 42,479,274 | 15 | 89 | 114 | 0.0% |
| Q3 2024 | 372 | $1.6B | 42,460,614 | 25 | 83 | 121 | 0.1% |
| Q2 2024 | 386 | $2.3B | 62,512,349 | 34 | 93 | 105 | 0.0% |
| Q1 2024 | 380 | $2.5B | 69,711,374 | 44 | 91 | 113 | 0.1% |
| Q4 2023 | 355 | $2.1B | 63,723,927 | 53 | 78 | 106 | 0.0% |
| Q3 2023 | 312 | $1.6B | 60,268,820 | 26 | 92 | 87 | 0.0% |
| Q2 2023 | 321 | $2.8B | 8,600,510 | 46 | 83 | 76 | 0.0% |
| Q1 2023 | 296 | $1.0B | 3,894,233 | 40 | 79 | 91 | 0.2% |
| Q4 2022 | 284 | $20.0B | 220,543,550 | 34 | 64 | 86 | 0.0% |
| Q3 2022 | 260 | $16.0B | 70,558,760 | 18 | 52 | 94 | 0.0% |
| Q2 2022 | 265 | $16.9B | 71,317,124 | 30 | 46 | 104 | 0.0% |
| Q1 2022 | 276 | $13.6B | 47,008,521 | 13 | 65 | 105 | 0.0% |
| Q4 2021 | 301 | $9.3B | 28,740,222 | 24 | 63 | 91 | 0.0% |
| Q3 2021 | 270 | $8.4B | 29,300,406 | 27 | 68 | 79 | 0.0% |
| Q2 2021 | 254 | $3.1B | 10,558,668 | 22 | 63 | 68 | 0.0% |
| Q1 2021 | 242 | $2.9B | 10,831,867 | 18 | 64 | 81 | 0.0% |
| Q4 2020 | 249 | $9.6B | 37,753,854 | 31 | 60 | 77 | 0.0% |
| Q3 2020 | 224 | $12.5B | 59,168,591 | 29 | 53 | 65 | 0.0% |
| Q2 2020 | 208 | $11.5B | 57,682,331 | 20 | 44 | 75 | 0.0% |
| Q1 2020 | 208 | $14.4B | 90,189,087 | 23 | 54 | 71 | 0.0% |
| Q4 2019 | 223 | $21.1B | 106,784,979 | 20 | 50 | 67 | 0.0% |
| Q3 2019 | 189 | $15.8B | 88,356,518 | 21 | 48 | 59 | 0.0% |
| Q2 2019 | 188 | $15.9B | 89,821,134 | 32 | 51 | 51 | 0.0% |
| Q1 2019 | 176 | $18.1B | 106,152,500 | 25 | 35 | 65 | 0.0% |
| Q4 2018 | 160 | $8.7B | 61,423,222 | 3 | 2 | 6 | 0.0% |