INVESCO EXCHANGE TRADED FD T (RSP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
131
Reporting holders
$1.1B
Reported value
0.3%
Calls
0.0%
Puts
-2,197
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 |
|---|---|---|---|---|---|
| EASTERN BANK | $155.4M | 747,281 | 2.36% | 3q | +2.2%+$3.3M |
| CoreCap Advisors, LLC | $119.7M | 575,518 | 3.44% | 19q | +23.7%+$22.9M |
| Valeo Financial Advisors, LLC | $118.8M | 571,324 | 2.51% | 32q | -2.1%-$2.6M |
| Venture Visionary Partners LLC | $80.0M | 384,586 | 2.09% | 28q | +1.6%+$1.2M |
| Bangor Savings Bank | $58.3M | 280,264 | 4.44% | 14q | HELD |
| SAPIENT CAPITAL LLC | $57.6M | 276,775 | 0.77% | 9q | -47.5%-$52.0M |
| FSA Investment Group, LLC | $49.0M | 235,434 | 15.59% | 6q | +3.4%+$1.6M |
| ARMSTRONG ADVISORY GROUP, INC | $46.9M | 225,453 | 2.82% | 16q | +61.5%+$17.9M |
| Farther Finance Advisors, LLC | $37.5M | 180,397 | 0.26% | 16q | +7.7%+$2.7M |
| PartnerRe Asset Management CORP | $29.1M | 139,696 | 17.98% | 4q | HELD |
| Invariant Investment Management | $26.3M | 125,414 | 15.20% | 4q | +1.8%+$460.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $25.4M | 122,271 | 1.64% | 15q | -4.3%-$1.2M |
| Roth Financial Partners LLC | $23.0M | 110,735 | 6.88% | 24q | -2.4%-$570.5K |
| Partnership Wealth Management, LLC | $23.0M | 110,500 | 16.40% | 12q | -7.0%-$1.7M |
| Breakwater Capital Group | $20.4M | 98,246 | 2.42% | 16q | HELD |
| Kaydan Wealth Management, Inc. | $19.8M | 95,179 | 6.79% | 20q | -2.2%-$446.0K |
| Echo45 Advisors LLC | $19.0M | 91,504 | 8.67% | 10q | +4.6%+$843.3K |
| JUNCTURE WEALTH STRATEGIES, LLC | $14.8M | 71,026 | 3.79% | 3q | +1.8%+$255.4K |
| CYPRESS FINANCIAL PLANNING LLC | $12.8M | 61,719 | 3.44% | new | NEW |
| FIRST FINANCIAL BANK - TRUST DIVISION | $12.1M | 58,044 | 0.87% | 12q | +1.8%+$212.6K |
| Prism Advisors, Inc. | $11.8M | 55,913 | 2.97% | 11q | -6.6%-$839.6K |
| ACIMA PRIVATE WEALTH, LLC | $10.2M | 49,209 | 2.97% | 25q | -1.2%-$124.2K |
| RIVERSEDGE ADVISORS, LLC | $9.0M | 43,193 | 1.11% | 23q | HELD |
| Financial Enhancement Group LLC | $8.7M | 41,116 | 0.99% | 10q | +2.6%+$216.5K |
| RVW Wealth, LLC | $8.4M | 40,428 | 0.54% | 31q | -4.3%-$378.2K |
| Gainplan LLC | $7.9M | 37,990 | 3.07% | 3q | +11.0%+$782.6K |
| DIVERSIFIED MANAGEMENT INC | $7.9M | 37,962 | 1.38% | 4q | +6.6%+$487.8K |
| ATWOOD & PALMER INC | $6.8M | 32,781 | 0.35% | 32q | +9.6%+$594.9K |
| CapWealth Advisors, LLC | $6.7M | 32,374 | 0.51% | 27q | -2.2%-$155.0K |
| Central Pacific Bank - Trust Division | $5.8M | 27,795 | 0.61% | 7q | +32.4%+$1.4M |
| Delta Wealth Advisors LLC | $5.8M | 27,705 | 3.96% | 11q | HELD |
| Balefire, LLC | $5.2M | 24,901 | 0.81% | 6q | -16.0%-$987.7K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $5.1M | 24,741 | 0.73% | 32q | -1.1%-$55.1K |
| Crumly & Associates Inc. | $4.8M | 23,206 | 0.86% | 4q | -12.5%-$689.6K |
| Taylor & Morgan Wealth Management, LLC | $4.8M | 23,203 | 2.32% | 20q | -3.3%-$165.6K |
| Mendota Financial Group, LLC | $4.7M | 22,616 | 2.92% | 14q | -29.9%-$2.0M |
| Sincerus Advisory, LLC | $3.4M | 16,507 | 2.24% | 8q | +12.3%+$375.3K |
| CenterStar Asset Management, LLC | $3.1M | options only | 0.73% | 2q | OPTIONS |
| PRIVATE CLIENT SERVICES, LLC | $3.1M | 14,664 | 0.82% | 12q | HELD |
| Monument Capital Management | $3.0M | 14,505 | 0.63% | 32q | HELD |
| Retireful, LLC | $2.8M | 13,639 | 2.44% | 4q | -70.4%-$6.7M |
| First Heartland Consultants, Inc. | $2.8M | 13,271 | 0.18% | 25q | +229.5%+$1.9M |
| EPIQ PARTNERS, LLC | $2.7M | 12,988 | 1.16% | 11q | -5.4%-$155.6K |
| Worth Asset Management, LLC | $2.7M | 12,857 | 0.78% | 3q | +45.3%+$833.3K |
| Wedmont Private Capital | $2.5M | 11,924 | 0.06% | 19q | +14.4%+$317.8K |
| TILIA FIDUCIARY PARTNERS, INC. | $2.0M | 9,784 | 0.47% | 20q | +103.2%+$1.0M |
| Elm3 Financial Group, LLC | $2.0M | 9,379 | 1.30% | 6q | +2.4%+$45.1K |
| Grove Bank & Trust | $2.0M | 9,379 | 0.19% | 14q | +2.3%+$43.7K |
| Noble Wealth Management PBC | $1.9M | 9,123 | 0.85% | 7q | +6.4%+$114.2K |
| Avidian Wealth Enterprises, LLC | $1.9M | 9,044 | 0.05% | 29q | -11.8%-$252.1K |
| Cadent Capital Advisors, LLC | $1.7M | 8,062 | 0.36% | 13q | -58.1%-$2.3M |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.6M | 7,620 | 0.31% | 11q | -4.4%-$72.4K |
| Dupree Financial Group, LLC | $1.5M | 7,354 | 0.55% | 12q | -1.6%-$24.8K |
| Legacy Private Trust Co. | $1.4M | 6,854 | 0.08% | 32q | -3.3%-$49.1K |
| GAMMA Investing LLC | $1.4M | 6,560 | 0.05% | 12q | +24.4%+$267.9K |
| BENEDICT FINANCIAL ADVISORS INC | $1.2M | 5,802 | 0.24% | 3q | HELD |
| Atlas Brown,Inc. | $1.1M | 5,375 | 0.29% | 12q | +2.8%+$30.2K |
| ROCKLAND TRUST CO | $1.1M | 5,104 | 0.04% | 3q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $1.0M | 4,961 | 0.15% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $1.0M | 4,888 | 0.10% | 11q | -2.2%-$23.3K |
| TrueWealth Advisors, LLC | $1.0M | 4,850 | 0.23% | 15q | +28.2%+$222.2K |
| Capital Advisors Wealth Management, LLC | $996.1K | 4,788 | 0.11% | 12q | +12.7%+$112.3K |
| ELEVATION WEALTH PARTNERS, LLC | $985.0K | 4,735 | 0.28% | 12q | +32.4%+$241.1K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $936.9K | 4,504 | 0.60% | 8q | +18.2%+$143.9K |
| COLLECTIVE FAMILY OFFICE LLC | $800.9K | 3,850 | 0.17% | 10q | -6.8%-$58.9K |
| RHODES INVESTMENT ADVISORS INC /ADV | $794.0K | 3,817 | 0.56% | 4q | +0.8%+$6.4K |
| YHB Investment Advisors, Inc. | $777.6K | 3,738 | 0.05% | 13q | +2.4%+$18.3K |
| Dale Q Rice Investment Management Ltd | $767.2K | 3,688 | 0.42% | 8q | HELD |
| Plan A Wealth LLC | $763.1K | 3,668 | 0.27% | 5q | +33.1%+$189.7K |
| Horizons Wealth Management | $732.0K | 3,519 | 0.46% | 17q | HELD |
| Castleview Partners, LLC | $728.3K | 3,501 | 0.32% | 21q | +31.5%+$174.3K |
| Mirador Capital Partners LP | $722.5K | 3,473 | 0.08% | 12q | +3.3%+$23.1K |
| Montz Harcus Wealth Management LLC | $718.5K | 3,454 | 0.25% | 20q | HELD |
| Weaver Consulting Group | $669.1K | 3,217 | 0.13% | 23q | +1.5%+$10.0K |
| Apella Capital, LLC | $668.9K | 3,176 | 0.01% | 4q | +37.3%+$181.8K |
| Strong Retirement Solutions LLC | $658.4K | 3,165 | 0.37% | 4q | +49.6%+$218.4K |
| Independence Financial Advisors, LLC | $646.7K | 3,109 | 0.16% | 7q | HELD |
| DAVIDSON TRUST CO | $638.2K | 3,068 | 0.25% | 3q | HELD |
| Sound Income Strategies, LLC | $625.6K | 2,953 | 0.03% | 28q | +5.2%+$30.9K |
| KFA Private Wealth Group, LLC | $623.3K | 2,996 | 0.15% | 8q | +3.4%+$20.6K |
| Rosenberg Matthew Hamilton | $613.8K | 2,951 | 0.11% | 26q | -3.3%-$21.2K |
| Nautilus Advisors LLC | $581.3K | 2,794 | 0.35% | 8q | -0.7%-$4.4K |
| Galvin, Gaustad & Stein, LLC | $539.4K | 2,593 | 0.04% | 14q | +1.8%+$9.4K |
| Peterson Wealth Advisors, LLC | $518.5K | 2,493 | 0.06% | 32q | HELD |
| Planning Strategies Inc. | $497.2K | 2,390 | 0.29% | 2q | +60.8%+$188.1K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $478.9K | 2,302 | 0.11% | 30q | -7.9%-$41.0K |
| FIRST COMMUNITY TRUST NA | $463.5K | 2,228 | 0.15% | new | NEW |
| Longview Financial Advisors, Inc. | $457.7K | 2,200 | 0.26% | 12q | -2.1%-$10.0K |
| Greenfield Savings Bank | $449.3K | 2,160 | 0.17% | 13q | -4.4%-$20.8K |
| Bank of New Hampshire | $429.8K | 2,066 | 0.09% | 11q | HELD |
| Stokes Capital Advisors, LLC | $429.3K | 2,064 | 0.09% | 2q | HELD |
| Boston Standard Wealth Management, LLC | $419.8K | 2,018 | 0.06% | 11q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $383.0K | 1,826 | 0.11% | 14q | +4.3%+$15.9K |
| Paragon Capital Management Ltd | $383.0K | 1,841 | 0.07% | 16q | +13.2%+$44.5K |
| STABLEFORD CAPITAL II LLC | $381.7K | 1,835 | 0.13% | 4q | -11.5%-$49.7K |
| Emergent Wealth Advisors, LLC | $372.4K | 1,790 | 0.19% | 12q | HELD |
| Shulman DeMeo Asset Management LLC | $369.7K | 1,751 | 0.07% | new | NEW |
| Cooper Financial Group | $332.8K | 1,600 | 0.03% | 9q | +21.1%+$58.0K |
| Castle Rock Wealth Management, LLC | $327.0K | 1,540 | 0.06% | 17q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $316.8K | 1,523 | 0.04% | new | NEW |
Showing the largest 100 of 134 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 | 131 | $1.1B | 5,462,371 | 8 | 47 | 41 | 0.3% |
| Q2 2026 | 2,328 | $73.3B | 310,360,055 | 196 | 879 | 688 | 9.5% |
| Q1 2026 | 2,227 | $65.9B | 313,301,565 | 219 | 945 | 556 | 9.1% |
| Q4 2025 | 2,148 | $60.8B | 294,293,335 | 174 | 786 | 594 | 7.7% |
| Q3 2025 | 1,963 | $57.1B | 276,299,070 | 129 | 630 | 678 | 8.7% |
| Q2 2025 | 1,965 | $54.3B | 286,318,725 | 144 | 665 | 689 | 4.6% |
| Q1 2025 | 1,955 | $53.5B | 283,807,855 | 159 | 808 | 578 | 8.8% |
| Q4 2024 | 1,926 | $155.3B | 861,799,170 | 172 | 735 | 466 | 2.9% |
| Q3 2024 | 1,706 | $149.5B | 823,579,927 | 187 | 681 | 435 | 1.5% |
| Q2 2024 | 1,618 | $147.0B | 860,939,223 | 135 | 576 | 532 | 1.2% |
| Q1 2024 | 1,591 | $45.6B | 258,496,173 | 173 | 615 | 458 | 4.5% |
| Q4 2023 | 1,520 | $38.3B | 224,580,541 | 192 | 535 | 405 | 8.2% |
| Q3 2023 | 1,336 | $25.4B | 177,750,724 | 134 | 489 | 376 | 1.6% |
| Q2 2023 | 1,298 | $25.1B | 160,589,069 | 162 | 410 | 421 | 4.1% |
| Q1 2023 | 1,216 | $19.9B | 136,613,524 | 107 | 439 | 363 | 0.9% |
| Q4 2022 | 1,188 | $108.2B | 764,698,094 | 136 | 412 | 327 | 0.2% |
| Q3 2022 | 1,073 | $15.9B | 124,013,192 | 50 | 375 | 364 | 0.7% |
| Q2 2022 | 1,114 | $16.8B | 124,145,639 | 64 | 394 | 367 | 0.7% |
| Q1 2022 | 1,169 | $20.3B | 127,670,487 | 96 | 418 | 337 | 0.9% |
| Q4 2021 | 1,143 | $19.5B | 116,985,001 | 90 | 382 | 283 | 2.2% |
| Q3 2021 | 993 | $17.1B | 111,734,913 | 58 | 353 | 295 | 1.7% |
| Q2 2021 | 983 | $17.6B | 115,069,291 | 93 | 396 | 231 | 1.4% |
| Q1 2021 | 923 | $15.2B | 105,251,883 | 117 | 357 | 226 | 2.1% |
| Q4 2020 | 849 | $9.8B | 74,430,910 | 129 | 262 | 210 | 2.9% |
| Q3 2020 | 688 | $7.0B | 63,436,625 | 73 | 164 | 272 | 1.9% |
| Q2 2020 | 665 | $5.8B | 55,999,697 | 81 | 121 | 312 | 1.1% |
| Q1 2020 | 657 | $4.5B | 53,218,151 | 53 | 168 | 312 | 0.2% |
| Q4 2019 | 723 | $7.8B | 67,177,808 | 46 | 199 | 207 | 0.4% |
| Q3 2019 | 644 | $7.2B | 66,550,383 | 47 | 171 | 222 | 0.4% |
| Q2 2019 | 644 | $7.5B | 69,165,346 | 53 | 188 | 208 | 0.3% |
| Q1 2019 | 635 | $7.3B | 69,387,823 | 60 | 202 | 220 | 0.4% |
| Q4 2018 | 615 | $6.0B | 65,222,623 | 7 | 15 | 9 | 0.2% |