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 2,226 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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
81,252
shares
|
$15.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
81,041
shares
|
$15.2 Million
0.32% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
80,803
shares
|
$15.1 Million
12.18% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Granby Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
80,000
shares
|
$15 Million
8.09% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
79,919
shares
|
$15 Million
1.87% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
79,565
shares
|
$14.9 Million
8.42% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
79,556
shares
|
$14.9 Million
0.76% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
79,505
shares
|
$14.9 Million
10.1% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
78,937
shares
|
$14.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
78,788
shares
|
$14.8 Million
0.07% of portfolio
|
Q3 2025
Added 41.3%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
78,485
shares
|
$14.7 Million
11.04% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
78,090
shares
|
$14.6 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,082
shares
|
$14.6 Million
2.59% of portfolio
|
Q4 2022
Added 19.44%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
77,962
shares
|
$14.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
77,947
shares
|
$14.6 Million
1.04% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
77,904
shares
|
$14.6 Million
21.52% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
77,634
shares
|
$14.5 Million
1.95% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
77,577
shares
|
$14.5 Million
0.1% of portfolio
|
Q3 2022
Added 2.33%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
77,545
shares
|
$14.5 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
76,938
shares
|
$14.4 Million
3.29% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
76,073
shares
|
$14.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
75,273
shares
|
$14.1 Million
1.2% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
74,971
shares
|
$14 Million
2.46% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
74,392
shares
|
$13.9 Million
2.45% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
74,293
shares
|
$13.9 Million
0.56% of portfolio
|
Q3 2025
Reduced 11.65%
|
|