Institutional Ownership Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP). We have compiled data on the 2,224 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $52.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
129,108
shares
|
$24.2 Million
14.07% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
128,760
shares
|
$24.1 Million
11.08% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
128,169
shares
|
$24 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
127,737
shares
|
$23.9 Million
5.64% of portfolio
|
Q3 2025
Added 32.03%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
127,623
shares
|
$23.9 Million
0.31% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
127,277
shares
|
$23.8 Million
1.56% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
127,161
shares
|
$23.8 Million
8.46% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
125,300
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
125,107
shares
|
$23.4 Million
15.85% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
124,601
shares
|
$23.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
124,414
shares
|
$23.3 Million
14.47% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
124,043
shares
|
$23.2 Million
8.39% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
123,995
shares
|
$23.2 Million
4.53% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
123,693
shares
|
$23.2 Million
5.24% of portfolio
|
Q3 2025
Added 17931.05%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
123,087
shares
|
$23.1 Million
8.55% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
122,848
shares
|
$23 Million
3.7% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
120,881
shares
|
$22.6 Million
2.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2025 Q3 2025 |
120,850
shares
|
$22.6 Million
2.82% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
120,741
shares
|
$22.6 Million
3.33% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
120,649
shares
|
$22.6 Million
7.23% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
119,761
shares
|
$22.4 Million
5.17% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
118,973
shares
|
$22.3 Million
1.18% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
117,654
shares
|
$22 Million
2.53% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
115,845
shares
|
$21.7 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
115,735
shares
|
$21.7 Million
4.7% of portfolio
|
Q1 2023
Reduced 7.18%
|
|