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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
59,627
shares
|
$11.2 Million
4.52% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
59,616
shares
|
$11.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
59,421
shares
|
$11.1 Million
3.39% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
59,326
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
58,514
shares
|
$11 Million
0.37% of portfolio
|
Q3 2025
Reduced 89.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
58,465
shares
|
$11 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
58,183
shares
|
$10.9 Million
2.51% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
58,150
shares
|
$10.9 Million
0.37% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
58,001
shares
|
$10.9 Million
4.03% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
57,949
shares
|
$10.9 Million
1.58% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
57,874
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
57,841
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 69.39%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
57,461
shares
|
$10.8 Million
3.37% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
57,092
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
56,810
shares
|
$10.6 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
56,701
shares
|
$10.6 Million
5.95% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
56,658
shares
|
$10.6 Million
7.89% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
56,572
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
56,512
shares
|
$10.6 Million
0.75% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
56,467
shares
|
$10.6 Million
8.25% of portfolio
|
Q3 2025
Added 55.5%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
56,379
shares
|
$10.6 Million
2.54% of portfolio
|
Q3 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
55,849
shares
|
$10.5 Million
7.91% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
55,790
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
55,659
shares
|
$10.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
55,327
shares
|
$10.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.77%
|
|