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 2,236 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $52.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
41,650
shares
|
$7.8 Million
0.01% of portfolio
|
Q3 2025
Added 86.59%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
41,633
shares
|
$7.8 Million
5.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
41,449
shares
|
$7.77 Million
3.06% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,275
shares
|
$7.73 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
41,156
shares
|
$7.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
41,011
shares
|
$7.68 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
40,677
shares
|
$7.62 Million
5.35% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
40,600
shares
|
$7.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 54.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
40,597
shares
|
$7.61 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
40,400
shares
|
$7.57 Million
0.12% of portfolio
|
Q4 2025
Added 216.32%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
40,400
shares
|
$7.57 Million
0.09% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
40,229
shares
|
$7.54 Million
2.04% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
39,821
shares
|
$7.46 Million
0.25% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
39,711
shares
|
$7.44 Million
3.91% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
39,680
shares
|
$7.43 Million
0.23% of portfolio
|
Q3 2025
Added 35.52%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
39,609
shares
|
$7.42 Million
3.98% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
39,588
shares
|
$7.42 Million
0.63% of portfolio
|
Q4 2025
Added 6.04%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
39,554
shares
|
$7.41 Million
2.32% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
39,487
shares
|
$7.4 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
39,462
shares
|
$7.39 Million
0.2% of portfolio
|
Q4 2023
Added 123.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
39,442
shares
|
$7.39 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
39,380
shares
|
$7.38 Million
6.54% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
39,379
shares
|
$7.38 Million
0.77% of portfolio
|
Q3 2025
Reduced 18.45%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
39,327
shares
|
$7.37 Million
1.27% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
38,789
shares
|
$7.27 Million
2.78% of portfolio
|
Q4 2025
New holding
|
|