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 |
|---|---|---|---|---|---|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
55,251
shares
|
$10.4 Million
4.86% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
55,250
shares
|
$10.4 Million
3.94% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
54,961
shares
|
$10.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
54,410
shares
|
$10.2 Million
3.86% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
54,263
shares
|
$10.2 Million
2.71% of portfolio
|
Q3 2025
Reduced 62.99%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
54,136
shares
|
$10.1 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
53,986
shares
|
$10.1 Million
1.14% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
53,760
shares
|
$10.1 Million
5.24% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
53,668
shares
|
$10.1 Million
2.78% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
53,250
shares
|
$9.98 Million
1.38% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
53,219
shares
|
$9.97 Million
0.07% of portfolio
|
Q2 2025
Added 97.97%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
53,197
shares
|
$9.97 Million
0.7% of portfolio
|
Q3 2025
Reduced 28.14%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
53,151
shares
|
$9.96 Million
0.01% of portfolio
|
Q3 2025
Added 36.64%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
53,002
shares
|
$9.93 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
52,280
shares
|
$9.79 Million
1.36% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
52,225
shares
|
$9.78 Million
2.76% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
52,089
shares
|
$9.76 Million
3.45% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
51,442
shares
|
$9.64 Million
2.2% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
51,112
shares
|
$9.58 Million
0.8% of portfolio
|
Q4 2025
Added 3.51%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
50,887
shares
|
$9.53 Million
1.58% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
50,819
shares
|
$9.52 Million
0.71% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
50,788
shares
|
$9.51 Million
1.86% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
50,764
shares
|
$9.51 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
50,763
shares
|
$9.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
50,502
shares
|
$9.46 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.69%
|
|