RSPH institutional holders

Invesco S&P 500 Equal Weight Health Care ETF · 199 reporting institutions · $326.3M reported value

Funds that can replace RSPH · RSPH return decomposition

Institutional holdings

Institutions reporting RSPH, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$44.2M23,1852026-06-30
Summit Trail Advisors, LLC$21.4M272026-06-30
Jpmorgan Chase & Co$21M02026-06-30
Walled Lake Planning & Wealth Management, LLC$15.1M52026-06-30
Bank of America Corp /de$13.3M02026-06-30
Lpl Financial LLC$12.2M23,4582026-06-30
Raymond James Financial Inc$11.1M02026-06-30
Mai Capital Management$10.7M3082026-06-30
Cresset Asset Management, LLC$10.1M2122026-06-30
Royal Bank of Canada$9.2M02026-06-30
Osaic Holdings, Inc.$7.7M02026-06-30
Federation Des Caisses Desjardins Du Quebec$6.3M02026-06-30
Cetera Investment Advisers$5.7M10,3702026-06-30
Bank of Montreal /can$5.7M02026-06-30
Hightower Advisors, LLC$5.2M1,0462026-06-30
Wells Fargo & Company/mn$5.1M02026-06-30
Fca Corp /tx$5M122026-06-30
Commonwealth Equity Services, LLC$4.7M2,8632026-06-30
National Bank of Canada /fi$4.6M02026-06-30
Friedenthal Financial, LLC$4.4M42026-06-30
Farther Finance Advisors, LLC$4.2M3342026-06-30
Focus Financial$4.2M1212026-06-30
Pgim Custom Harvest LLC$3.8M02026-06-30
Joseph P. Lucia & Associates, LLC$3.7M32026-06-30
Ameriprise Financial Inc$3.7M02026-06-30
UBS Group AG$3.7M02026-06-30
Stelac Advisory Services LLC$3M12026-06-30
Creative Planning$2.7M1,1712026-06-30
Cahill Financial Advisors, Inc.$2.5M122026-06-30
Yoder Wealth Management, Inc.$2.4M22026-06-30
Cornerstone Advisory, LLC$2.3M102026-06-30
Rainey & Randall Wealth Advisors Inc.$2.3M42026-06-30
Coastal Bridge Advisors, LLC$2M392026-06-30
Berger Financial Group, Inc$2M512026-06-30
Peak Financial Management, Inc.$1.9M72026-06-30
Hartford Financial Management Inc.$1.9M72026-06-30
Jones Financial Companies LLLP$1.7M02026-06-30
Hills Bank & Trust Co$1.6M02026-06-30
Ironsides Asset Advisors, LLC$1.5M32026-06-30
Walker Asset Management, LLC$1.5M32026-06-30
Bnp Paribas Financial Markets$1.4M02026-06-30
Sandler Capital Management$1.4M02026-06-30
Arax Advisory Partners$1.2M2322026-06-30
Biltmore Family Office, LLC$1.2M162026-06-30
Lido Advisors, LLC$1.2M3202026-06-30
Beacon Pointe Advisors, LLC$1.2M4662026-06-30
Ausdal Financial Partners, Inc.$1.2M1892026-06-30
Citigroup Inc$1.1M02026-06-30
U.S. Capital Wealth Advisors, LLC$1.1M02026-03-31
Optas, LLC$1M52026-06-30
Envestnet Pmc$989.6K602026-06-30
Red Mountain Financial, LLC$936.4K02026-06-30
Great Valley Advisor Group, LLC$924.7K2052026-06-30
Empirical Asset Management, LLC$923.7K122026-06-30
Clearstead; Clearstead Advisory Solutions$896.5K642026-06-30
Merit Financial Group, LLC$877K2952026-06-30
Quantinno Capital Management LP$863.7K02026-06-30
Corient Private Wealth LP$857.3K6742026-06-30
&partners$839.6K5552026-06-30
Umb Bank, N.A.$824.2K02026-06-30
Hhm Wealth Advisors, LLC$793.7K122026-06-30
Choreo, LLC$756.1K1482026-06-30
Private Advisor Group, LLC$746.7K9272026-06-30
Asset Dedication, LLC$724.4K112026-06-30
Sensible Money, LLC$724.4K132026-06-30
Mercer Global Advisors Inc /adv$704.4K02026-06-30
Rockefeller Capital Management LP$701.9K3462026-06-30
Mariner, LLC$665.4K02026-06-30
Susquehanna International Group, LLP$643.9K02026-06-30
Oppenheimer & Co. Inc.$641.1K1,1662026-06-30
Fmr LLC$638.2K02026-06-30
First Heartland Consultants, Inc.$629.9K992026-06-30
Principal Securities, Inc.$629.5K1,4632026-06-30
Harbor Asset Planning, Inc.$526.7K22026-06-30
Avidian Wealth Enterprises, LLC$519.1K432026-06-30
Kovack Advisors, Inc.$512.2K2582026-06-30
Kestra Advisory Services, LLC$509.9K1,4792026-06-30
Allworth Financial, LP$507.7K3172026-06-30
Perryman Financial Advisory Inc /ad$491.5K82026-06-30
Dhjj Financial Advisors, Ltd.$483.2K72026-06-30
Cra Financial Services, LLC$472.7K122026-06-30
Stonex Group Inc.$456.4K02026-06-30
Silver Oak Securities, Incorporated$444.2K1172026-06-30
Blue Sky Capital Consultants Group, Inc.$443.2K72026-06-30
Hilltop Holdings Inc.$434.3K02026-06-30
Wealth Enhancement Advisory Services, LLC$428.1K1,0262026-06-30
Koshinski Asset Management, Inc.$424.2K692026-06-30
Ellis Investment Partners, LLC$420.9K182026-06-30
Elmwood Wealth Management, Inc.$402.4K42026-06-30
Cooper McManus$381.4K632026-06-30
Stifel Financial Corp$378.4K02026-06-30
McAdam LLC$373.7K1352026-06-30
Huntington National Bank$363.1K02026-06-30
Perissos Private Wealth Management, LLC$348.1K22026-06-30
Sequoia Financial Group, LLC$337.7K2582026-06-30
Leo H. Evart, Inc.$324.2K22026-06-30
Onedigital Investment Advisors LLC$309.6K3862026-06-30
Equitable Holdings, Inc.$308.8K02026-06-30
Shorepoint Capital Partners LLC$302.7K02025-09-30
Advisory Services Network$295.6K2532026-06-30
D. E. Shaw & Co., LP$294.8K02026-06-30
Cerity Partners LLC$294.4K7772026-06-30
Envestnet Portfolio Solutions, Inc.$290.3K32026-06-30
Linscomb Wealth, Inc.$286.5K212026-06-30
Wagner Wealth Management, LLC$278.8K52026-06-30
United Capital Financial Advisors, LLC$265.4K1662026-06-30
Geneos Wealth Management, Inc.$265K1932026-06-30
Bank Ozk$258.9K02026-06-30
First National Bank of Omaha$251K02026-06-30
Laird Norton Wetherby Trust Company, LLC$247.6K02026-06-30
Davenport & Co LLC$245.8K3392026-06-30
Gladstone Institutional Advisory LLC$236.1K1082026-06-30
Pettinga Financial Advisors LLC$232.3K82026-06-30
Segment Wealth Management, LLC$232.3K32026-06-30
Gunpowder Capital Management, LLC Dba Oliver Wealth Management$232.2K02026-06-30
Procore Advisors, LLC$231.3K32026-06-30
Zhang Financial LLC$229K202026-06-30
Snowden Capital Advisors LLC$228K1222026-06-30
Trinity Financial Advisors LLC$227.1K62026-06-30
Targeted Financial Services LLC$226.3K42026-06-30
Blair William & Co/il$221.2K3292026-06-30
Seia$218.4K1412026-06-30
Country Club Bank$216.3K02025-09-30
International Private Wealth Advisors LLC$214.8K32026-06-30
S&A Financial Services, Inc.$207.2K42026-06-30
Pacific Sun Financial Corp$204K32026-06-30
Bogart Wealth, LLC$191.3K242026-06-30
Harbor Investment Advisory, LLC$175.9K312026-06-30
Legacy Bridge, LLC$172.9K22026-06-30
Global Retirement Partners LLC$167.6K4912026-06-30
Northwestern Mutual Wealth Management Co$156.1K02026-06-30
Steward Partners Investment Advisory, LLC$145.7K4812026-06-30
Silver Grove Financial Group, Inc.$135.4K172026-06-30
Bayban$132.8K02026-06-30
Harbour Investments, Inc.$129K2472026-06-30
Soa Wealth Advisors, Llc.$127.4K102026-06-30
Newedge Advisors$127.2K6012026-06-30
Advisornet Wealth Partners$121.5K582026-06-30
Ep Wealth Advisors, LLC$120.5K3382026-06-30
The Joseph Group Capital Management$109K92026-06-30
Valley National Advisers Inc$100.2K142026-06-30
Parkside Financial Bank & Trust$87.9K02026-03-31
Ifp Advisors, Inc$86.4K3182026-06-30
Montag$80.8K92026-06-30
Blackrock, Inc.$76.3K02026-06-30
Allied Private Wealth LLC$66.2K32026-06-30
Integrated Wealth Concepts LLC$65.1K4802026-06-30
Corecap Advisors, LLC$51.1K1182026-06-30
Ae Wealth Management LLC$47.4K4712026-06-30
Hollencrest Capital Management$47.1K152026-06-30
Cwm, LLC$46.8K6672026-03-31
Bokf, NA$45.3K02026-06-30
Clearstead Trust, LLC$41.5K02026-06-30
Banque Transatlantique SA$39.1K02026-06-30
Raleigh Capital Management Inc.$36.6K132026-06-30
Lavaca Capital, LLC$36.5K42026-06-30
Assetmark, Inc$35.9K2202026-06-30
CIBC Private Wealth Group LLC$35.4K02025-12-31
Mather Group, Llc.$33.2K1102026-06-30
US Bancorp$30.5K02026-06-30
Lodestone Wealth Management LLC$29K32026-06-30
Compass Financial Management LLC$29K462026-06-30
Alphacore Capital LLC$25.9K692026-06-30
O'Shaughnessy Asset Management, LLC$25.5K582026-06-30
Continuum Advisory, LLC$25.3K402026-06-30
Pacific Center for Financial Services$23.4K52026-06-30
Rothschild Investment LLC$23.2K182026-06-30
First Bancorp, Inc /me$21.9K02026-06-30
Front Row Advisors LLC$19.8K72026-06-30
Franklin Resources Inc$18.3K02026-06-30
Medallion Wealth Advisors, LLC$16.6K62026-06-30
Lanark Financial, Inc.$16.6K692026-06-30
Signature Equity Partners, LLC$15.7K342026-06-30
Steigerwald, Gordon & Koch Inc.$9.5K92026-06-30
Lowe Brockenbrough & Co Inc$8.3K152026-06-30
Parallel Advisors, LLC$6.3K752026-06-30
Institute for Wealth Management, Llc.$5K132026-06-30
Fifth Third Bancorp$4.9K02026-06-30
Comerica Bank$4.8K02025-12-31
Ancora Advisors LLC$4.5K102026-06-30
Physician Wealth Advisors, Inc.$4.3K92026-06-30
Howe & Rusling Inc$4.2K102026-06-30
Qube Research & Technologies Ltd$3.4K02026-06-30
Financial Gravity Companies, Inc.$3.1K02026-06-30
Silicon Valley Capital Partners$3.1K52026-03-31
Financial Gravity Asset Management, Inc.$2.8K12026-03-31
Sunbelt Securities, Inc.$2.4K632026-03-31
Aptus Capital Advisors, LLC$2K212026-06-30
Simplex Trading, LLC$1.8K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.1K3,9402026-03-31
Lm Advisors LLC$96952026-06-30
Janney Montgomery Scott LLC$5331,3422026-06-30
Orographic Financial Advisors$20222026-06-30
Cx Institutional$158802026-06-30
Sankala Group LLC$3642026-06-30
Hazlett, Burt & Watson, Inc.$34202026-06-30
Pin Oak Investment Advisors Inc$1762026-06-30
Centerpoint Advisors, LLC$1192026-06-30
Commonwealth Retirement Investments LLC$132026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30