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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,262
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 85.85%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
12,250
shares
|
$2.29 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
12,236
shares
|
$2.29 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
12,221
shares
|
$2.29 Million
0.16% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
12,187
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
12,174
shares
|
$2.28 Million
1.27% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
12,144
shares
|
$2.28 Million
1.5% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
12,088
shares
|
$2.26 Million
1.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
12,047
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2025
Added 44.28%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
12,036
shares
|
$2.25 Million
1.09% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
12,020
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
12,015
shares
|
$2.25 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
12,000
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
11,994
shares
|
$2.25 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
11,924
shares
|
$2.23 Million
3.37% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11,923
shares
|
$2.23 Million
1.37% of portfolio
|
Q3 2025
Added 146.19%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
11,903
shares
|
$2.23 Million
0.57% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,872
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
11,833
shares
|
$2.22 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
11,772
shares
|
$2.21 Million
0.13% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
11,771
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2025
Reduced 47.95%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
11,769
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
11,759
shares
|
$2.2 Million
0.55% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
11,726
shares
|
$2.2 Million
0.5% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
11,725
shares
|
$2.2 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.13%
|
|