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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
19,498
shares
|
$3.65 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
19,488
shares
|
$3.65 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
19,414
shares
|
$3.64 Million
2.62% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
19,387
shares
|
$3.63 Million
0.95% of portfolio
|
Q3 2025
Reduced 91.95%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,367
shares
|
$3.63 Million
0.58% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
19,266
shares
|
$3.61 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
19,104
shares
|
$3.58 Million
0.13% of portfolio
|
Q3 2025
Added 304.83%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
19,027
shares
|
$3.56 Million
0.05% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
19,013
shares
|
$3.56 Million
4.19% of portfolio
|
Q3 2025
Added 65.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
18,913
shares
|
$3.54 Million
0.46% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
18,833
shares
|
$3.53 Million
0.29% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
18,647
shares
|
$3.49 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
18,610
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
18,598
shares
|
$3.48 Million
0.19% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
18,501
shares
|
$3.47 Million
0.12% of portfolio
|
Q4 2025
Added 66.93%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,470
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
18,273
shares
|
$3.42 Million
1.16% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
18,240
shares
|
$3.42 Million
0.9% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
18,143
shares
|
$3.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
18,032
shares
|
$3.38 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
18,031
shares
|
$3.38 Million
0.6% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
17,931
shares
|
$3.36 Million
1.11% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
17,891
shares
|
$3.35 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
17,684
shares
|
$3.31 Million
1.09% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
17,673
shares
|
$3.31 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.61%
|
|