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 |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
28,122
shares
|
$5.27 Million
2.51% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
28,110
shares
|
$5.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 43.22%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
28,075
shares
|
$5.26 Million
2.09% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
28,031
shares
|
$5.25 Million
1.98% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
27,867
shares
|
$5.22 Million
0.39% of portfolio
|
Q4 2025
Added 12.41%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
27,769
shares
|
$5.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
27,765
shares
|
$5.2 Million
0.03% of portfolio
|
Q3 2025
Added 30.57%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
27,671
shares
|
$5.18 Million
0.96% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
27,647
shares
|
$5.18 Million
0.37% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
27,616
shares
|
$5.17 Million
2.15% of portfolio
|
Q3 2025
Added 44.81%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
27,561
shares
|
$5.16 Million
1.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
27,525
shares
|
$5.16 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
27,493
shares
|
$5.15 Million
2.44% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
27,480
shares
|
$5.15 Million
6.06% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
27,319
shares
|
$5.12 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,204
shares
|
$5.1 Million
0.15% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
27,147
shares
|
$5.09 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
26,968
shares
|
$5.05 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
26,891
shares
|
$5.04 Million
2.4% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,813
shares
|
$5.02 Million
3.22% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
26,791
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
26,749
shares
|
$5.01 Million
4.9% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
26,713
shares
|
$5 Million
1.59% of portfolio
|
Q4 2025
Added 5.52%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
26,697
shares
|
$5 Million
1.94% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
26,585
shares
|
$4.98 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.76%
|
|