Vault-13

INVESCO EXCHANGE TRADED FD T RSPF

S&P500 EQL FIN · ETP · CUSIP 46137V340

107 institutional holders +11 vs Q1 2026
1,748,9811.7m shares reported held*
$135.8mreported value*
16 new 30 added 34 reduced 5 sold out net bought ≈ $6.1m (+78.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $77.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 112Q1 23: 110Q2 23: 100Q3 23: 94Q4 23: 102Q1 24: 101Q2 24: 100Q3 24: 96Q4 24: 102Q1 25: 105Q2 25: 104Q3 25: 103Q4 25: 100Q1 26: 96Q2 26: 107107Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022101
Q4 2022112
Q1 2023110
Q2 2023100
Q3 202394
Q4 2023102
Q1 2024101
Q2 2024100
Q3 202496
Q4 2024102
Q1 2025105
Q2 2025104
Q3 2025103
Q4 2025100
Q1 202696
Q2 2026107

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 31 bought or addedQ3 24: 48 cut or sold outQ4 24: 38 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 46 cut or sold outQ2 25: 46 bought or addedQ2 25: 42 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 44 cut or sold outQ4 25: 33 bought or addedQ4 25: 57 cut or sold outQ4 25Q1 26: 40 bought or addedQ1 26: 46 cut or sold outQ2 26: 46 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243148
Q4 20243842
Q1 20253846
Q2 20254642
Q3 20254544
Q4 20253357
Q1 20264046
Q2 20264639

Biggest buyers

MORGAN STANLEY Added +88,062+88.1k
Blue Chip Partners, LLC New +65,648+65.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +17,633+17.6k
MISSION WEALTH MANAGEMENT, LP New +12,912+12.9k
MAI Capital Management Added +9,895+9.9k
Cambridge Investment Research Advisors, Inc. Added +6,253+6.3k
Geneos Wealth Management Inc. Added +4,594+4.6k
OSAIC HOLDINGS, INC. Added +3,887+3.9k
Integrated Wealth Concepts LLC New +3,262+3.3k
Beacon Pointe Advisors, LLC New +3,253+3.3k

Biggest sellers

LPL Financial LLC Reduced -35,410-35.4k
AMERIPRISE FINANCIAL INC Reduced -27,593-27.6k
NewEdge Advisors, LLC Reduced -13,261-13.3k
WELLS FARGO & COMPANY/MN Reduced -11,997-12.0k
EVOKE WEALTH, LLC Sold out -10,029-10.0k
Ausdal Financial Partners, Inc. Reduced -9,120-9.1k
Private Advisor Group, LLC Reduced -8,783-8.8k
Cetera Investment Advisers Reduced -8,482-8.5k
ROYAL BANK OF CANADA Reduced -6,268-6.3k
CX Institutional Reduced -5,144-5.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 247,166247.2k $19.2m $19.2m 0.00% Reduced -5.0k -4,951
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 187,386187.4k $14.5m $14.5m 0.00% Added +88.1k +88,062
3 Joseph Group Capital Management 1.77% of their portfolio COLUMBUS, OH 108,498108.5k $8.4m $8.4m 1.77% Added +515 +515
4 Joseph P. Lucia & Associates, LLC 1.84% of their portfolio Yorktown Heights, NY 78,99279.0k $6.1m $6.1m 1.84% Added +167 +167
5 Davis Investment Partners, LLC 1.58% of their portfolio CHARLOTTE, NC 66,72466.7k $5.2m $5.2m 1.58% Added +400 +400
6 Blue Chip Partners, LLC 0.32% of their portfolio FARMINGTON HILLS, MI 65,64865.6k $5.1m $5.1m 0.32% New
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 63,98864.0k $5.0m $5.0m 0.00% Added +1.2k +1,240
8 Allen Capital Group, LLC 0.32% of their portfolio GRAND ISLAND, NE 50,83950.8k $3.9m $3.9m 0.32% Reduced -248 -248
9 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 50,11850.1k $3.9m $3.9m 0.03% Added +13 +13
10 Yoder Wealth Management, Inc. 1.38% of their portfolio WALNUT CREEK, CA 45,64945.6k $3.5m $3.5m 1.38% Added +1.1k +1,147
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 45,36745.4k $3.5m $3.5m 0.00% Reduced -8.5k -8,482
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,06741.1k $3.2m $3.2m 0.00% Reduced -221 -221
13 PGIM Custom Harvest LLC 0.04% of their portfolio NEWARK, NJ 39,66839.7k $3.1m $3.1m 0.04% Added +460 +460
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,84037.8k $2.9m $2.9m 0.00% Added +415 +415
15 ARKANSAS FINANCIAL GROUP, INC. 0.37% of their portfolio LITTLE ROCK, AR 36,35636.4k $2.8m $2.8m 0.37% Added +245 +245
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 32,43432.4k $2.5m $2.5m 0.00% Reduced -12.0k -11,997
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 30,51430.5k $2.4m $2.4m 0.00% Reduced -35.4k -35,410
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 25,92025.9k $2.0m $2.0m 0.00% Reduced -274 -274
19 Walker Asset Management, LLC 0.89% of their portfolio SPRINGFIELD, MO 22,71222.7k $1.8m $1.8m 0.89% Added +947 +947
20 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 20,74120.7k $1.6m $1.6m 0.01% Added +9.9k +9,895
21 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,77718.8k $1.5m $1.5m 0.00% Reduced -13.3k -13,261
22 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 18,57318.6k $1.4m $1.4m 0.02% Reduced -699 -699
23 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 18,21018.2k $1.4m $1.4m 0.00% Added +1.2k +1,210
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,63317.6k $1.4m $1.4m 0.00% New
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,57317.6k $1.4m $1.4m 0.00% Reduced -337 -337
26 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 16,69716.7k $1.3m $1.3m 0.02% Reduced -200 -200
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,43215.4k $1.2m $1.2m 0.00% Added +3.9k +3,887
28 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 14,19514.2k $1.1m $1.1m 0.07% Reduced -37 -37
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,12114.1k $1.1m $1.1m 0.00% Added +63 +63
30 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 14,09314.1k $1.1m $1.1m 0.00% Added +2.6k +2,567
31 Hills Bank & Trust Co 0.05% of their portfolio North Liberty, IA 13,99714.0k $1.1m $1.1m 0.05% Reduced -2.9k -2,901
32 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 13,62013.6k $1.1m $1.1m 0.04% Reduced -9.1k -9,120
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,06513.1k $1.0m $1.0m 0.00% Added +6 +6
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,06213.1k $1.0m $1.0m 0.00% Added +6.3k +6,253
35 MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio Santa Barbara, CA 12,91212.9k $1.0m $1.0m 0.01% New
36 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,70112.7k $986.3k $986.3k 0.00% Added +230 +230
37 Pacific Sun Financial Corp 0.40% of their portfolio LOS ANGELES, CA 12,52012.5k $970.9k $970.9k 0.40% Reduced -330 -330
38 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 12,21712.2k $947.4k $947.4k 0.02% Added +4.6k +4,594
39 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.21% of their portfolio PRINCETON, NJ 11,98612.0k $929.5k $929.5k 0.21% Added +172 +172
40 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 11,51311.5k $892.8k $892.8k 0.03% Reduced -3.4k -3,353
41 PERRYMAN FINANCIAL ADVISORY INC /AD 0.10% of their portfolio DALLAS, TX 9,2729.3k $719.0k $719.0k 0.10% Reduced -1.1k -1,142
42 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,1669.2k $710.8k $710.8k 0.00% Reduced -8.8k -8,783
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,2998.3k $643.6k $643.6k 0.00% Added +380 +380
44 Friedenthal Financial 0.27% of their portfolio MARLTON, NJ 7,6637.7k $594.3k $594.3k 0.27% Reduced -145 -145
45 Empirical Asset Management, LLC 0.12% of their portfolio WELLESLEY, MA 6,9857.0k $541.7k $541.7k 0.12% Reduced -217 -217
46 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 6,6806.7k $518.1k $518.1k 0.03% Unchanged
47 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,5476.5k $507.7k $507.7k 0.00% Reduced -1.4k -1,369
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,3476.3k $492.2k $492.2k 0.00% Reduced -744 -744
49 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,3226.3k $490.3k $490.3k 0.00% Reduced -66 -66
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,4065.4k $419.2k $419.2k 0.00% Added +139 +139
51 BIP Wealth, LLC 0.01% of their portfolio ATLANTA, GA 5,2985.3k $410.9k $410.9k 0.01% Reduced -600 -600
52 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 5,0255.0k $389.7k $389.7k 0.02% Unchanged
53 Asset One Wealth Management LLC 0.04% of their portfolio BELLEVUE, WA 4,9354.9k $406.1k $406.1k 0.04% Added +700 +700
54 Harbor Asset Planning, Inc. 0.28% of their portfolio BELMONT, MA 4,7764.8k $370.5k $370.5k 0.28% Added +17 +17
55 One Charles Private Wealth Services, LLC 0.08% of their portfolio HINGHAM, MA 4,7184.7k $365.9k $365.9k 0.08% Unchanged
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,2754.3k $331.0k $331.0k 0.00% Reduced -6.3k -6,268
57 IMA Advisory Services, Inc. 0.02% of their portfolio DENVER, CO 3,9854.0k $309.0k $309.0k 0.02% Unchanged
58 FMR LLC 0.00% of their portfolio BOSTON, MA 3,7033.7k $287.2k $287.2k 0.00% Reduced -1.0k -1,029
59 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,2623.3k $253.0k $253.0k 0.00% New
60 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 3,2533.3k $252.2k $252.2k 0.00% New
61 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 3,1613.2k $245.1k $245.1k 0.00% Reduced -230 -230
62 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 3,1433.1k $240.5k $240.5k 0.01% New
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,1423.1k $243.7k $243.7k 0.00% Reduced -27.6k -27,593
64 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 2,9833.0k $231.3k $231.3k 0.00% Reduced -742 -742
65 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 2,8732.9k $222.8k $222.8k 0.01% New
66 VAQUERO PRIVATE WEALTH, LTD 0.04% of their portfolio DALLAS, TX 2,8162.8k $218.4k $218.4k 0.04% First filing
67 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 2,7182.7k $210.8k $210.8k 0.01% New
68 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 2,5972.6k $201.4k $201.4k 0.00% New
69 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,8911.9k $146.6k $146.6k 0.00% Added +24 +24
70 HHM Wealth Advisors, LLC 0.01% of their portfolio CHATTANOOGA, TN 1,8001.8k $139.6k $139.6k 0.01% Unchanged
71 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,6911.7k $131.2k $131.2k 0.00% Added +899 +899
72 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,6251.6k $126.0k $126.0k 0.00% Unchanged
73 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,2001.2k $93.1k $93.1k 0.00% Reduced -1.0k -1,000
74 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,2001.2k $93.1k $93.1k 0.00% Unchanged
75 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,1681.2k $90.6k $90.6k 0.00% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1631.2k $90.2k $90.2k 0.00% Unchanged
77 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 798798 $61.9k $61.9k 0.00% Unchanged
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 777777 $60.3k $60.3k 0.00% Reduced -324 -324
79 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 708708 $54.9k $54.9k 0.00% Added +1 +1
80 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 681681 $52.8k $52.8k 0.00% Added +3 +3
81 Banque Transatlantique SA 0.00% of their portfolio PARIS, I0 572572 $44.4k $44.4k 0.00% Unchanged
82 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 564564 $43.7k $43.7k 0.00% Reduced -2.6k -2,558
83 CX Institutional 0.00% of their portfolio AUBURN, IN 514514 $40.0k $40.0k 0.00% Reduced -5.1k -5,144
84 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 491491 $39.1k $39.1k 0.00% New
85 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 449449 $34.8k $34.8k 0.00% Unchanged
86 Regatta Research & Money Management 0.03% of their portfolio METAIRIE, LA 395395 $30.6k $30.6k 0.03% First filing
87 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 372372 $28.9k $28.9k 0.01% Added +1 +1
88 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 371371 $28.8k $28.8k 0.00% Unchanged
89 REICON WEALTH ADVISORS, LLC 0.02% of their portfolio ATLANTA, GA 344344 $26.7k $26.7k 0.02% Unchanged
90 MCDONALD PARTNERS LLC 0.01% of their portfolio CLEVELAND, OH 314314 $24.4k $24.4k 0.01% New
91 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 270270 $20.9k $20.9k 0.01% Unchanged
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 243243 $18.8k $18.8k 0.00% Unchanged
93 Measured Wealth Private Client Group, LLC 0.00% of their portfolio PORTSMOUTH, NH 232232 $18.0k $18.0k 0.00% Unchanged
94 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 224224 $17.4k $17.4k 0.00% Unchanged
95 Mondrian Investment Partners LTD 0.00% of their portfolio LONDON, X0 177177 $13.7k $13.7k 0.00% New
96 Princeton Global Asset Management LLC 0.00% of their portfolio PRINCETON, NJ 136136 $10.6k $10.6k 0.00% Unchanged
97 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 131131 $10.2k $10.2k 0.00% New
98 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 125125 $9.7k $9.7k 0.00% Unchanged
99 Comprehensive Financial Planning, Inc./PA 0.00% of their portfolio EAST PETERSBURG, PA 108108 $8.4k $8.4k 0.00% Unchanged
100 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 8282 $6.4k $6.4k 0.00% Unchanged