13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
RSPH

INVSC SP 500 EQL WGHT HLTH CAR

194 institutions still hold INVSC SP 500 EQL WGHT HLTH CAR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137v332·194 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.6%
vs prior quarter
13F value held
$221M
71.0% inst. owned
of float
Holders
194
-48 QoQ
filers reporting
Activity
+8 / −20
+865 added · −829 reduced
this quarter
Concentration
29.16%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

194 institutions reported RSPH in Q1 2026. HighTower Advisors, LLC leads at 29.2% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$64M2.1M0.07%Q1 202602
MORGAN STANLEY
CIK 0000895421
$20M677K0.00%Q1 202603
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$13M440K3.91%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M430K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$11M376K0.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$11M350K0.00%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M334K0.00%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$10M332K0.00%Q1 202609
MAI Capital Management
CIK 0001040197
$10M323K0.06%Q1 202610
Cresset Asset Management, LLC
CIK 0001761013
$7M236K0.03%Q1 202611
Focus Partners Wealth
CIK 0001542153
$7M214K0.01%Q4 202512
Federation des caisses Desjardins du Quebec
CIK 0002022297
$7M217K0.02%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M184K0.01%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M184K0.00%Q1 202615
BANK OF MONTREAL /CAN/
CIK 0000927971
$5M173K0.00%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M160K0.00%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$5M154K0.00%Q1 202618
FCA CORP /TX
CIK 0001166402
$4M148K1.26%Q1 202619
Farther Finance Advisors, LLC
CIK 0001992825
$4M128K0.04%Q1 202620
Focus Financial Network, Inc.
CIK 0002010942
$4M124K0.13%Q1 2026
Page 1 of 10
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