Who Owns INV SP E/WT INCM AD ETF (RSPA)? -- Institutional Holders (2026-06-30)

87 institutions reported holding $613.8M of INV SP E/WT INCM AD ETF (RSPA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Invesco Ltd. ($220.7M), LPL Financial LLC ($77.2M), CX Institutional ($49.5M), MORGAN STANLEY ($33.9M), WELLS FARGO & COMPANY/MN ($33.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Invesco Ltd.$220.7M4.1MTrimmed
2LPL Financial LLC$77.2M1.4MAdded
3CX Institutional$49.5M927,556Trimmed
4MORGAN STANLEY$33.9M636,052Added
5WELLS FARGO & COMPANY/MN$33.0M618,978Added
6JONES FINANCIAL COMPANIES LLLP$29.5M550,723Added
7UBS Group AG$21.7M407,224Added
8OSAIC HOLDINGS, INC.$12.0M225,675Added
9Cetera Investment Advisers$11.3M212,536Added
10RETIREMENT FINANCIAL SOLUTIONS, LLC$10.4M195,187Added
11PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$9.0M169,378Added
12Brookstone Capital Management$8.9M166,836New
13RAYMOND JAMES FINANCIAL INC$8.5M160,175Added
14LANE BROTHERS & CO INC$8.0M149,447Added
15Royal Bank of Canada$5.0M94,471Added
16FLAGSHIP HARBOR ADVISORS, LLC$4.8M89,116Added
17SageGuard Financial Group, LLC$4.7M89,000Added
18COMMONWEALTH EQUITY SERVICES, LLC$4.6M87,030Added
19Advisor OS, LLC$4.2M78,670Added
20MJP ASSOCIATES INC /ADV$4.2M78,670Added
21Compass Financial Services Inc$3.4M63,380Trimmed
22Prospera Financial Services Inc$3.2M60,377Added
23NATIXIS ADVISORS, LLC$2.9M55,127Added
24STIFEL FINANCIAL CORP$2.9M54,132Added
25Perigon Wealth Management, LLC$2.5M47,347Added

Source: SEC Form 13F filings · as of 2026-06-30