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 2,225 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 |
|---|---|---|---|---|---|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
99,950
shares
|
$18.7 Million
9.08% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
99,774
shares
|
$18.7 Million
2.23% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
99,428
shares
|
$18.6 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
98,879
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
98,862
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
98,698
shares
|
$18.5 Million
0.49% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
98,561
shares
|
$18.5 Million
4.47% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
98,350
shares
|
$18.4 Million
8.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
97,915
shares
|
$18.3 Million
0.4% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
97,397
shares
|
$18.2 Million
2.6% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
96,251
shares
|
$18 Million
5.22% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
95,720
shares
|
$17.9 Million
10.18% of portfolio
|
Q1 2023
Added 1.13%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
95,300
shares
|
$17.9 Million
5.74% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
95,292
shares
|
$17.9 Million
2.67% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
94,481
shares
|
$17.7 Million
3.54% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
93,245
shares
|
$17.5 Million
1.47% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
93,092
shares
|
$17.4 Million
11.7% of portfolio
|
Q3 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
93,000
shares
|
$17.4 Million
0.08% of portfolio
|
Q3 2025
Added 644.0%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
92,901
shares
|
$17.4 Million
3.95% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
92,774
shares
|
$17.4 Million
7.53% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
91,721
shares
|
$17.2 Million
4.23% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
91,642
shares
|
$17.2 Million
0.76% of portfolio
|
Q3 2025
Added 42.39%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
91,200
shares
|
$17.1 Million
1.01% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
90,913
shares
|
$17 Million
0.82% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
90,294
shares
|
$16.9 Million
3.06% of portfolio
|
Q3 2025
Reduced 1.72%
|
|