INVESCO EXCHANGE TRADED FD T (RSPG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
146
Reporting holders
$308.0M
Reported value
0.0%
Held as options
-9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $33.9M | 345,657 | 0.00% | 33q | +1.2%+$412.9K |
| MATAURO, LLC | $30.5M | 311,503 | 4.03% | 7q | +6.6%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $23.8M | 242,859 | 0.00% | 31q | -33.1%-$11.8M |
| Modern Wealth Management, LLC | $21.6M | 220,963 | 0.26% | new | NEW |
| UBS Group AG | $19.4M | 197,562 | 0.00% | 31q | -48.7%-$18.4M |
| LPL Financial LLC | $14.4M | 146,920 | 0.00% | 31q | -22.9%-$4.3M |
| Cresset Asset Management, LLC | $12.0M | 122,886 | 0.04% | 2q | +29.9%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $10.7M | 108,806 | 0.00% | 7q | -20.5%-$2.7M |
| Farther Finance Advisors, LLC | $7.0M | 71,506 | 0.05% | 6q | HELD |
| Stonebridge Financial Group, LLC | $6.9M | 70,793 | 0.53% | 7q | +6.0%+$391.6K |
| Arkfeld Wealth Strategies, L.L.C. | $6.7M | 69,392 | 2.02% | 7q | -31.2%-$3.1M |
| Guild Investment Management, Inc. | $5.8M | 58,760 | 3.93% | 4q | +0.6%+$34.3K |
| OARSMAN CAPITAL, INC. | $5.5M | 56,517 | 0.59% | 22q | +0.9%+$49.9K |
| WELLS FARGO & COMPANY/MN | $4.9M | 49,545 | 0.00% | 31q | -35.0%-$2.6M |
| Sanctuary Advisors, LLC | $4.1M | 41,717 | 0.02% | 9q | +173.2%+$2.6M |
| JPMORGAN CHASE & CO | $3.9M | 39,268 | 0.00% | 15q | +128.7%+$2.2M |
| Private Advisory Group LLC | $3.7M | 37,376 | 0.20% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.4M | 34,792 | 0.00% | 26q | -2.3%-$80.3K |
| Aptus Capital Advisors, LLC | $3.1M | 32,074 | 0.02% | 5q | +2.2%+$68.4K |
| Financial Guidance Group, Inc. | $3.1M | 32,024 | 1.17% | 5q | +2.2%+$68.4K |
| BNP PARIBAS FINANCIAL MARKETS | $3.0M | 30,842 | 0.00% | 8q | -76.4%-$9.8M |
| Davis Investment Partners, LLC | $2.9M | 30,053 | 0.90% | 12q | HELD |
| Cetera Investment Advisers | $2.9M | 29,975 | 0.00% | 10q | +42.8%+$880.4K |
| Ethos Financial Group, LLC | $2.9M | 29,921 | 0.20% | 7q | +56.7%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 28,922 | 0.00% | 4q | +64.3%+$1.1M |
| Baird Financial Group, Inc. | $2.8M | 28,414 | 0.00% | 22q | -4.6%-$135.3K |
| ROYAL BANK OF CANADA | $2.7M | 27,185 | 0.00% | 31q | -34.1%-$1.4M |
| Joseph P. Lucia & Associates, LLC | $2.5M | 25,677 | 0.76% | 30q | -1.8%-$45.8K |
| Kestra Advisory Services, LLC | $2.4M | 24,341 | 0.01% | 17q | -8.7%-$228.4K |
| IHT Wealth Management, LLC | $2.4M | 23,993 | 0.05% | 18q | -11.5%-$305.1K |
| HighTower Advisors, LLC | $2.3M | 23,858 | 0.00% | 22q | -4.8%-$117.7K |
| TABLEAUX LLC | $2.2M | 22,800 | 0.94% | 2q | +10.0%+$203.9K |
| Courage Miller Partners, LLC | $2.0M | 20,472 | 0.53% | 2q | -2.8%-$56.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 20,326 | 0.00% | 23q | -17.8%-$430.4K |
| GOLDMAN SACHS GROUP INC | $2.0M | 20,008 | 0.00% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $1.8M | 18,500 | 0.00% | new | NEW |
| SHAKER INVESTMENTS LLC/OH | $1.8M | 18,110 | 0.64% | 2q | -0.7%-$12.9K |
| Keating Financial Advisory Services, Inc. | $1.6M | 16,395 | 0.21% | 3q | HELD |
| Flaharty Asset Management, LLC | $1.6M | 16,436 | 2.29% | 15q | -93.2%-$22.1M |
| Somerset Trust Co | $1.4M | 13,982 | 0.39% | 13q | +1.2%+$16.2K |
| Lane Generational LLC | $1.3M | 13,586 | 1.17% | new | NEW |
| PGIM Custom Harvest LLC | $1.3M | 13,317 | 0.02% | 16q | -3.6%-$48.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 12,931 | 0.00% | 9q | +40.1%+$364.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 12,814 | 0.00% | 22q | +65.2%+$495.3K |
| Hills Bank & Trust Co | $1.2M | 12,659 | 0.05% | 3q | +14.0%+$152.0K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 11,781 | 0.02% | 18q | -14.9%-$201.8K |
| Vanguard Capital Wealth Advisors | $1.1M | 11,242 | 0.75% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.0M | 10,542 | 0.00% | 22q | +10.3%+$96.8K |
| STEPHENS INC /AR/ | $944.1K | 9,638 | 0.01% | 6q | -1.0%-$9.4K |
| Gotham Asset Management, LLC | $809.0K | 8,258 | 0.00% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $753.0K | 7,483 | 0.00% | 12q | -4.8%-$37.6K |
| Northwest Wealth Advisors, LLC | $750.5K | 7,662 | 0.43% | 3q | -17.2%-$155.9K |
| ROTHSCHILD INVESTMENT LLC | $725.7K | 7,408 | 0.03% | 11q | HELD |
| Rockefeller Capital Management L.P. | $715.6K | 7,305 | 0.00% | 4q | +3.4%+$23.3K |
| Arkadios Wealth Advisors | $702.3K | 7,169 | 0.01% | 5q | -0.8%-$6.0K |
| Walker Asset Management, LLC | $656.1K | 6,698 | 0.33% | 18q | +2.0%+$12.7K |
| Friedenthal Financial | $628.5K | 6,416 | 0.29% | 27q | -9.5%-$66.2K |
| Longview Financial Advisors, Inc. | $591.6K | 6,039 | 0.35% | 11q | +4.3%+$24.6K |
| XTX Topco Ltd | $577.1K | 5,891 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $574.3K | 5,862 | 0.00% | 19q | +2.3%+$12.7K |
| McKinley Carter Wealth Services, Inc. | $557.8K | 5,694 | 0.03% | 5q | -2.8%-$16.4K |
| Private Advisor Group, LLC | $537.9K | 5,491 | 0.00% | 22q | +58.2%+$197.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $533.2K | 5,443 | 0.00% | 3q | -2.5%-$13.9K |
| Pinnacle Financial Partners, Inc. | $529.4K | 5,404 | 0.00% | 3q | -1.4%-$7.4K |
| D. E. Shaw & Co., Inc. | $527.7K | 5,387 | 0.00% | new | NEW |
| StoneX Group Inc. | $524.2K | 5,326 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $518.0K | 5,288 | 0.00% | 17q | +6.8%+$33.1K |
| VISTA INVESTMENT MANAGEMENT | $513.3K | 5,240 | 0.15% | 23q | -0.6%-$2.9K |
| Tower Research Capital LLC (TRC) | $511.3K | 5,219 | 0.01% | 9q | -36.9%-$299.4K |
| FMR LLC | $496.5K | 5,068 | 0.00% | 19q | -4.0%-$20.6K |
| HOWARD FINANCIAL SERVICES, LTD. | $467.0K | 4,767 | 0.05% | 6q | +40.7%+$135.1K |
| Centurion Wealth Management LLC | $450.6K | 4,600 | 0.11% | 4q | HELD |
| Capital Wealth Alliance, LLC | $441.6K | 4,508 | 0.20% | 18q | HELD |
| MAI Capital Management | $438.0K | 4,471 | 0.00% | 7q | -2.2%-$9.9K |
| Summit Financial, LLC | $429.3K | 4,382 | 0.00% | 9q | +55.3%+$152.9K |
| EQ WEALTH ADVISORS, LLC | $426.6K | 4,355 | 0.23% | 7q | +20.1%+$71.5K |
| SFMG, LLC | $412.5K | 4,211 | 0.02% | 15q | -13.3%-$63.4K |
| WealthPlan Investment Management, LLC | $389.0K | 3,971 | 0.02% | 2q | -0.6%-$2.3K |
| CITIGROUP INC | $385.7K | 3,937 | 0.00% | new | NEW |
| NWAM LLC | $376.4K | 3,842 | 0.02% | 5q | -0.5%-$2.0K |
| Allied Private Wealth LLC | $368.8K | 3,621 | 0.24% | new | FIRST |
| Indivisible Partners | $365.3K | 3,729 | 0.02% | 3q | -14.7%-$62.9K |
| Geneos Wealth Management Inc. | $365.2K | 3,728 | 0.01% | 33q | -20.9%-$96.4K |
| Integrated Wealth Concepts LLC | $362.3K | 3,699 | 0.00% | 2q | +2.0%+$7.2K |
| CIBC WORLD MARKET INC. | $347.8K | 3,550 | 0.00% | 2q | -20.4%-$89.1K |
| Advisory Services Network, LLC | $341.8K | 3,489 | 0.00% | 6q | -8.4%-$31.5K |
| Lido Advisors, LLC | $338.9K | 3,460 | 0.00% | 14q | +15.6%+$45.8K |
| Wealthcare Advisory Partners LLC | $327.4K | 3,342 | 0.01% | 11q | HELD |
| &PARTNERS | $322.5K | 3,292 | 0.00% | 10q | -15.0%-$57.0K |
| BANK OF MONTREAL /CAN/ | $315.0K | 3,216 | 0.00% | 25q | HELD |
| AMJ Financial Wealth Management | $301.2K | 2,751 | 0.07% | 2q | HELD |
| CAPITAL ADVISORS INC/OK | $299.8K | 3,060 | 0.00% | 3q | HELD |
| Essex Financial Services, Inc. | $295.1K | 3,012 | 0.01% | 17q | HELD |
| CIBC Bancorp USA Inc. | $293.9K | 3,000 | 0.00% | 2q | HELD |
| Strategic Advisors LLC | $292.5K | 2,986 | 0.06% | 17q | -21.7%-$81.1K |
| Yoder Wealth Management, Inc. | $283.9K | 2,898 | 0.11% | 3q | +0.7%+$2.0K |
| STIFEL FINANCIAL CORP | $259.9K | 2,654 | 0.00% | 2q | -7.8%-$21.8K |
| HARBOUR INVESTMENT MANAGEMENT LLC | $251.9K | 2,571 | 0.13% | 4q | HELD |
| Qube Research & Technologies Ltd | $245.8K | 2,509 | 0.00% | new | NEW |
| First Heartland Consultants, Inc. | $245.0K | 2,501 | 0.02% | 2q | +29.2%+$55.3K |
Showing the largest 100 of 155 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 146 | $308.0M | 3,143,573 | 14 | 37 | 51 | 0.0% |
| Q1 2026 | 155 | $408.5M | 3,741,922 | 43 | 37 | 44 | 0.0% |
| Q4 2025 | 126 | $267.1M | 3,353,582 | 16 | 27 | 46 | 0.0% |
| Q3 2025 | 114 | $252.4M | 3,170,797 | 8 | 27 | 47 | 0.0% |
| Q2 2025 | 115 | $252.3M | 3,382,006 | 12 | 29 | 44 | 0.0% |
| Q1 2025 | 126 | $287.5M | 3,520,037 | 15 | 37 | 45 | 0.0% |
| Q4 2024 | 129 | $294.9M | 3,855,992 | 12 | 33 | 44 | 0.0% |
| Q3 2024 | 125 | $267.2M | 3,481,785 | 15 | 31 | 53 | 0.0% |
| Q2 2024 | 129 | $307.9M | 3,815,392 | 19 | 29 | 42 | 0.0% |
| Q1 2024 | 130 | $356.7M | 4,290,767 | 15 | 35 | 46 | 0.0% |
| Q4 2023 | 134 | $343.2M | 4,655,453 | 17 | 47 | 38 | 0.0% |
| Q3 2023 | 131 | $302.3M | 3,928,416 | 27 | 33 | 40 | 0.3% |
| Q2 2023 | 114 | $250.9M | 3,658,652 | 8 | 29 | 48 | 0.2% |
| Q1 2023 | 116 | $271.8M | 3,970,023 | 18 | 40 | 39 | 0.1% |
| Q4 2022 | 105 | $296.0M | 4,069,598 | 16 | 44 | 28 | 0.1% |
| Q3 2022 | 113 | $242.5M | 3,965,572 | 9 | 41 | 42 | 0.2% |
| Q2 2022 | 124 | $307.4M | 5,048,124 | 23 | 46 | 37 | 0.2% |
| Q1 2022 | 117 | $297.0M | 4,337,800 | 36 | 35 | 30 | 0.0% |
| Q4 2021 | 88 | $160.8M | 3,350,038 | 21 | 32 | 15 | 0.0% |
| Q3 2021 | 65 | $101.4M | 2,246,610 | 12 | 16 | 27 | 0.0% |
| Q2 2021 | 61 | $111.7M | 2,464,749 | 12 | 23 | 13 | 0.0% |
| Q1 2021 | 60 | $80.8M | 2,006,711 | 19 | 12 | 11 | 0.0% |
| Q4 2020 | 44 | $19.5M | 625,331 | 6 | 6 | 15 | 0.0% |
| Q3 2020 | 35 | $47.8M | 2,123,688 | 3 | 9 | 13 | 0.0% |
| Q2 2020 | 45 | $53.3M | 1,900,925 | 11 | 14 | 8 | 0.0% |
| Q1 2020 | 42 | $29.3M | 1,466,351 | 10 | 10 | 9 | 0.0% |
| Q4 2019 | 59 | $65.8M | 1,377,186 | 10 | 16 | 17 | 0.0% |
| Q3 2019 | 51 | $52.8M | 1,188,577 | 3 | 8 | 27 | 0.0% |
| Q2 2019 | 55 | $74.3M | 1,530,034 | 4 | 13 | 24 | 0.0% |
| Q1 2019 | 62 | $102.0M | 2,674,879 | 9 | 17 | 19 | 0.0% |
| Q4 2018 | 66 | $80.8M | 1,856,551 | 2 | 0 | 4 | 0.0% |