Institutional Ownership Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT). We have compiled data on the 424 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,840
shares
|
$0
0.73% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
7,794
shares
|
$0
0.13% of portfolio
|
Q4 2025
Reduced 56.83%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,791
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
7,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
7,717
shares
|
$0
0.36% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,640
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,636
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
7,615
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,519
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
7,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
7,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
7,232
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
7,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 87.79%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
7,184
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,048
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,972
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,972
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
6,966
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,937
shares
|
$0
0.21% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
6,926
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,870
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
6,750
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
6,712
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|