DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCHANGE TRADED FD T (RSPU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
133
Reporting holders
$261.3M
Reported value
0.3%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $48.2M | 593,610 | 0.01% | 31q | +1.7%+$815.1K |
| BANK OF AMERICA CORP /DE/ | $34.1M | 420,124 | 0.00% | 31q | -1.6%-$552.3K |
| MORGAN STANLEY | $17.8M | 219,208 | 0.00% | 33q | +22.4%+$3.3M |
| Cambridge Investment Research Advisors, Inc. | $13.7M | 168,764 | 0.02% | 31q | +96.6%+$6.7M |
| RAYMOND JAMES FINANCIAL INC | $13.3M | 164,273 | 0.00% | 7q | +7.7%+$954.7K |
| OSAIC HOLDINGS, INC. | $10.0M | 122,710 | 0.01% | 26q | -1.6%-$166.6K |
| Kestra Advisory Services, LLC | $9.2M | 112,864 | 0.03% | 21q | -3.8%-$364.8K |
| DENVER WEALTH MANAGEMENT, INC. | $8.5M | 105,068 | 2.44% | 15q | +12.3%+$932.3K |
| STUDIO INVESTMENT MANAGEMENT LLC | $8.1M | 99,554 | 1.37% | 12q | +3.0%+$237.4K |
| AMERIPRISE FINANCIAL INC | $5.3M | 64,966 | 0.00% | 19q | +19.7%+$864.9K |
| REDSTONE WEALTH MANAGEMENT, LLC | $4.5M | 55,141 | 2.92% | 3q | +50.0%+$1.5M |
| RM Financial Services, LLC | $4.1M | 50,927 | 3.07% | 3q | +1.1%+$43.3K |
| WealthCare Investment Partners, LLC | $4.1M | 50,249 | 0.99% | 17q | +2.6%+$104.4K |
| UBS Group AG | $4.0M | 49,511 | 0.00% | 31q | -1.7%-$70.3K |
| JONES FINANCIAL COMPANIES LLLP | $3.4M | 41,286 | 0.00% | 10q | +72.2%+$1.4M |
| Friedenthal Financial | $3.4M | 41,873 | 1.57% | 27q | +2.8%+$91.0K |
| Advisory Services Network, LLC | $3.2M | 39,555 | 0.04% | 12q | -3.1%-$101.6K |
| Marshall & Sterling Wealth Advisors Inc. | $3.1M | 37,648 | 1.81% | 7q | -3.9%-$122.4K |
| JPMORGAN CHASE & CO | $2.9M | 34,748 | 0.00% | 8q | +36.5%+$764.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.7M | 33,107 | 0.00% | 17q | +15.2%+$354.8K |
| WELLS FARGO & COMPANY/MN | $2.6M | 32,496 | 0.00% | 31q | +4.3%+$109.8K |
| HARBOUR INVESTMENTS, INC. | $2.6M | 32,313 | 0.04% | 21q | +5.0%+$125.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 31,345 | 0.00% | 22q | +10.1%+$232.9K |
| Dakota Wealth Management | $2.4M | 29,201 | 0.05% | 12q | -7.6%-$195.1K |
| Farther Finance Advisors, LLC | $2.3M | 28,039 | 0.02% | 8q | +7.2%+$153.1K |
| Cetera Investment Advisers | $1.9M | 23,395 | 0.00% | 16q | +6.4%+$113.8K |
| NewEdge Advisors, LLC | $1.9M | 23,390 | 0.01% | 8q | -2.1%-$40.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 23,370 | 0.00% | 31q | +2.1%+$39.3K |
| Orographic Financial Advisors, LLC | $1.7M | 21,446 | 1.10% | 2q | HELD |
| Geneos Wealth Management Inc. | $1.6M | 20,212 | 0.03% | 33q | +3.0%+$48.3K |
| MFA Wealth Services | $1.6M | 19,868 | 0.96% | 7q | +6.9%+$104.6K |
| World Investment Advisors | $1.5M | 18,777 | 0.03% | 3q | -1.1%-$16.9K |
| Modern Wealth Management, LLC | $1.5M | 18,386 | 0.02% | new | NEW |
| STIFEL FINANCIAL CORP | $1.5M | 18,187 | 0.00% | 17q | -36.0%-$828.4K |
| ROYAL BANK OF CANADA | $1.5M | 17,920 | 0.00% | 31q | -17.2%-$303.0K |
| Ausdal Financial Partners, Inc. | $1.4M | 17,492 | 0.06% | 13q | -4.2%-$62.7K |
| FIRST TRUST ADVISORS LP | $1.1M | 13,697 | 0.00% | new | NEW |
| SCOTIA CAPITAL INC. | $1.1M | 13,177 | 0.00% | 8q | -7.9%-$91.7K |
| Waverly Advisors, LLC | $993.4K | 12,245 | 0.01% | 9q | +0.8%+$8.0K |
| BLUEDOOR PRIVATE WEALTH, LLC | $958.1K | 11,809 | 0.40% | 3q | +10.1%+$88.1K |
| Pacific Sun Financial Corp | $945.7K | 11,656 | 0.39% | 25q | -0.7%-$6.5K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $932.3K | 11,492 | 0.02% | 9q | -4.4%-$42.9K |
| STEPHENS INC /AR/ | $913.4K | 11,258 | 0.01% | 6q | -0.8%-$7.2K |
| CITADEL ADVISORS LLC | $835.6K CALL | options only | 0.00% | new | OPTIONS |
| Berger Financial Group, Inc | $797.7K | 9,833 | 0.04% | 10q | HELD |
| Private Advisor Group, LLC | $712.3K | 8,780 | 0.00% | 14q | +5.9%+$39.5K |
| Concurrent Investment Advisors, LLC | $709.9K | 8,750 | 0.01% | 3q | +26.4%+$148.2K |
| Simplicity Wealth,LLC | $693.5K | 8,549 | 0.02% | new | NEW |
| Focus Partners Wealth | $673.4K | 8,300 | 0.00% | 4q | -10.6%-$79.4K |
| Perigon Wealth Management, LLC | $659.4K | 8,128 | 0.01% | 4q | +7.9%+$48.5K |
| INTEGRITY ALLIANCE, LLC. | $625.8K | 7,713 | 0.02% | 3q | +12.0%+$66.9K |
| Sage Capital Management, LLC | $579.7K | 7,145 | 0.23% | 11q | -3.7%-$22.1K |
| Joseph P. Lucia & Associates, LLC | $568.9K | 7,012 | 0.17% | 30q | -1.5%-$8.9K |
| Gladstone Institutional Advisory LLC | $561.7K | 6,924 | 0.02% | new | NEW |
| Walker Asset Management, LLC | $560.9K | 6,913 | 0.28% | 18q | +5.0%+$26.9K |
| MML INVESTORS SERVICES, LLC | $532.3K | 6,561 | 0.00% | 3q | HELD |
| Lido Advisors, LLC | $528.9K | 6,519 | 0.00% | 20q | +21.3%+$92.9K |
| HighTower Advisors, LLC | $495.1K | 6,103 | 0.00% | 9q | HELD |
| D. E. Shaw & Co., Inc. | $491.1K | 6,053 | 0.00% | 2q | +132.1%+$279.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $431.0K | 5,312 | 0.00% | 7q | +97.0%+$212.2K |
| Ameritas Advisory Services, LLC | $425.1K | 5,240 | 0.01% | 2q | +730.4%+$373.9K |
| Financial Freedom, LLC | $418.5K | 5,159 | 0.19% | 5q | -34.0%-$215.7K |
| Global Retirement Partners, LLC | $410.7K | 5,062 | 0.01% | 16q | -10.7%-$49.0K |
| Equitable Holdings, Inc. | $398.6K | 4,913 | 0.00% | 9q | +6.4%+$23.9K |
| MONEY CONCEPTS CAPITAL CORP | $396.8K | 4,891 | 0.02% | 5q | +5.5%+$20.8K |
| Nova Wealth Management, Inc. | $381.1K | 4,697 | 0.21% | 7q | +7.2%+$25.5K |
| Wakefield Asset Management LLLP | $359.0K | 4,425 | 0.08% | new | NEW |
| Snowden Capital Advisors LLC | $348.5K | 4,296 | 0.01% | new | NEW |
| Flaharty Asset Management, LLC | $334.2K | 4,079 | 0.48% | 17q | -77.7%-$1.2M |
| Janney Montgomery Scott LLC | $328.0K | 4,044 | 0.00% | 5q | HELD |
| WEDBUSH SECURITIES INC | $325.0K | 4,000 | 0.01% | 7q | HELD |
| Allen Capital Group, LLC | $319.2K | 3,934 | 0.03% | 14q | HELD |
| Fearless Solutions, LLC dba Best Invest | $272.0K | 3,353 | 0.14% | 7q | HELD |
| Jacobi Capital Management LLC | $253.1K | 3,119 | 0.01% | 8q | HELD |
| Advisory Alpha, LLC | $244.8K | 3,016 | 0.01% | 19q | -73.3%-$672.0K |
| Jackson Wealth Management, LLC | $240.0K | 2,956 | 0.14% | 16q | -91.2%-$2.5M |
| Retirement Planning Group, LLC | $231.1K | 2,848 | 0.01% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $220.1K | 2,713 | 0.00% | 18q | +76.1%+$95.1K |
| First Heartland Consultants, Inc. | $216.6K | 2,669 | 0.01% | 2q | +0.6%+$1.3K |
| CARLSON FINANCIAL, INC. | $215.3K | 2,658 | 0.11% | 2q | +3.0%+$6.3K |
| PLANNING DIRECTIONS INC | $212.1K | 2,614 | 0.10% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210.6K | 2,595 | 0.00% | 8q | -94.8%-$3.8M |
| Focus Financial Network, Inc. | $209.2K | 2,579 | 0.01% | 9q | HELD |
| Creative Planning | $205.3K | 2,531 | 0.00% | 2q | -7.4%-$16.5K |
| Sigma Planning Corp | $205.2K | 2,529 | 0.01% | 2q | -1.2%-$2.4K |
| Mutual Advisors, LLC | $204.4K | 2,520 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $203.8K | 2,512 | 0.00% | 3q | -57.7%-$277.8K |
| XTX Topco Ltd | $201.2K | 2,480 | 0.00% | new | NEW |
| Stelac Advisory Services LLC | $174.0K | 2,145 | 0.03% | 29q | -72.2%-$451.7K |
| Financial Perspectives, Inc | $171.3K | 2,112 | 0.04% | 27q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $157.2K | 1,938 | 0.02% | new | FIRST |
| Tower Research Capital LLC (TRC) | $156.2K | 1,925 | 0.00% | new | NEW |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $142.2K | 1,753 | 0.01% | 27q | -94.0%-$2.2M |
| Tradewinds Capital Management, LLC | $138.1K | 1,702 | 0.02% | 31q | +0.7% |
| FMR LLC | $133.1K | 1,640 | 0.00% | 24q | +1.3%+$1.7K |
| Allworth Financial LP | $103.3K | 1,273 | 0.00% | 6q | +90.0%+$48.9K |
| Capital Analysts, LLC | $94.0K | 1,154 | 0.00% | 31q | HELD |
| FIFTH THIRD BANCORP | $85.7K | 1,056 | 0.00% | 2q | -3.2%-$2.8K |
| Anchor Investment Management, LLC | $73.8K | 910 | 0.01% | 13q | HELD |
| IFP Advisors, Inc | $64.9K | 800 | 0.00% | 9q | HELD |
Showing the largest 100 of 133 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 | 23 | $24.0M | 341,719 | 1 | 10 | 3 | 0.0% |
| Q2 2026 | 133 | $261.3M | 3,210,073 | 18 | 46 | 34 | 0.3% |
| Q1 2026 | 127 | $263.6M | 3,250,089 | 20 | 54 | 25 | 0.0% |
| Q4 2025 | 116 | $241.2M | 3,201,763 | 18 | 42 | 28 | 0.0% |
| Q3 2025 | 110 | $229.3M | 2,994,109 | 9 | 42 | 27 | 0.0% |
| Q2 2025 | 109 | $214.9M | 3,018,775 | 9 | 31 | 35 | 0.0% |
| Q1 2025 | 106 | $183.6M | 2,637,259 | 14 | 35 | 32 | 0.0% |
| Q4 2024 | 110 | $164.2M | 2,497,596 | 13 | 36 | 23 | 0.0% |
| Q3 2024 | 102 | $154.8M | 2,260,134 | 15 | 29 | 31 | 0.0% |
| Q2 2024 | 96 | $117.0M | 2,015,245 | 13 | 25 | 36 | 0.0% |
| Q1 2024 | 96 | $137.7M | 2,432,688 | 12 | 25 | 38 | 0.0% |
| Q4 2023 | 90 | $141.1M | 2,584,192 | 8 | 23 | 34 | 0.0% |
| Q3 2023 | 98 | $149.1M | 2,967,357 | 11 | 24 | 38 | 0.0% |
| Q2 2023 | 103 | $181.4M | 1,630,073 | 11 | 33 | 28 | 0.7% |
| Q1 2023 | 104 | $207.1M | 2,207,186 | 16 | 27 | 44 | 0.1% |
| Q4 2022 | 110 | $233.0M | 1,997,573 | 14 | 29 | 51 | 0.0% |
| Q3 2022 | 105 | $4.9B | 45,588,462 | 12 | 44 | 25 | 0.0% |
| Q2 2022 | 107 | $5.0B | 43,747,741 | 23 | 35 | 21 | 0.0% |
| Q1 2022 | 90 | $2.6B | 21,756,665 | 16 | 29 | 21 | 0.0% |
| Q4 2021 | 80 | $2.1B | 18,171,195 | 16 | 20 | 23 | 0.0% |
| Q3 2021 | 69 | $1.8B | 17,469,944 | 6 | 23 | 21 | 0.0% |
| Q2 2021 | 69 | $1.4B | 13,646,122 | 10 | 20 | 20 | 0.0% |
| Q1 2021 | 68 | $1.5B | 14,619,732 | 6 | 18 | 25 | 0.0% |
| Q4 2020 | 69 | $1.6B | 16,197,127 | 4 | 16 | 28 | 0.0% |
| Q3 2020 | 67 | $2.0B | 21,464,050 | 4 | 12 | 33 | 0.0% |
| Q2 2020 | 74 | $4.4B | 48,906,441 | 3 | 12 | 35 | 0.0% |
| Q1 2020 | 84 | $7.8B | 87,792,160 | 9 | 24 | 31 | 0.0% |
| Q4 2019 | 99 | $6.2B | 58,522,390 | 12 | 31 | 30 | 0.0% |
| Q3 2019 | 82 | $5.6B | 52,141,045 | 9 | 40 | 18 | 0.0% |
| Q2 2019 | 83 | $4.8B | 48,648,067 | 14 | 31 | 18 | 0.0% |
| Q1 2019 | 77 | $4.2B | 43,998,010 | 20 | 23 | 15 | 0.0% |
| Q4 2018 | 60 | $103.8M | 1,169,500 | 1 | 2 | 2 | 0.0% |