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 2,242 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 $52.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
13,996
shares
|
$2.62 Million
0.12% of portfolio
|
Q3 2025
Reduced 46.49%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,983
shares
|
$2.62 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
13,961
shares
|
$2.62 Million
0.1% of portfolio
|
Q3 2025
Added 30.28%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
13,928
shares
|
$2.61 Million
0.91% of portfolio
|
Q3 2025
Added 1727.82%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
13,925
shares
|
$2.61 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
13,923
shares
|
$2.61 Million
2.19% of portfolio
|
Q4 2025
Added 6.94%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
13,864
shares
|
$2.6 Million
0.19% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
13,846
shares
|
$2.59 Million
0.44% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
13,825
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,819
shares
|
$2.59 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,810
shares
|
$2.59 Million
1.97% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
13,784
shares
|
$2.58 Million
0.2% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
13,779
shares
|
$2.58 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
13,776
shares
|
$2.58 Million
0.64% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
13,766
shares
|
$2.58 Million
1.41% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
13,729
shares
|
$2.57 Million
0.23% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
13,670
shares
|
$2.56 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,618
shares
|
$2.55 Million
0.23% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
13,608
shares
|
$2.55 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
13,503
shares
|
$2.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
13,497
shares
|
$2.53 Million
1.3% of portfolio
|
Q3 2025
Added 24.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
13,352
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
13,344
shares
|
$2.5 Million
0.13% of portfolio
|
Q3 2025
Added 163.72%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
13,324
shares
|
$2.5 Million
0.28% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
13,313
shares
|
$2.49 Million
1.0% of portfolio
|
Q4 2025
New holding
|
|