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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
90,207
shares
|
$16.9 Million
1.6% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
90,157
shares
|
$16.9 Million
4.77% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
89,472
shares
|
$16.8 Million
1.83% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
89,321
shares
|
$16.7 Million
9.67% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
89,309
shares
|
$16.7 Million
0.36% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,741
shares
|
$16.6 Million
0.39% of portfolio
|
Q4 2023
Reduced 12.3%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
88,630
shares
|
$16.6 Million
0.87% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
88,078
shares
|
$16.5 Million
1.02% of portfolio
|
Q4 2022
Added 32.03%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
87,389
shares
|
$16.4 Million
0.5% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
87,203
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2025
Added 89.43%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
86,784
shares
|
$16.3 Million
2.11% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
86,768
shares
|
$16.3 Million
6.37% of portfolio
|
Q4 2023
Added 98.8%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
86,529
shares
|
$16.2 Million
1.27% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
86,122
shares
|
$16.1 Million
7.69% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
85,160
shares
|
$16 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
84,924
shares
|
$15.9 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
84,622
shares
|
$15.9 Million
4.47% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
84,245
shares
|
$15.8 Million
0.35% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
82,882
shares
|
$15.5 Million
4.95% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
82,678
shares
|
$15.5 Million
0.39% of portfolio
|
Q3 2025
Added 59.52%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
82,263
shares
|
$15.4 Million
1.01% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
82,258
shares
|
$15.4 Million
2.28% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
82,257
shares
|
$15.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 53.07%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
82,186
shares
|
$15.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.88%
|
|