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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
6,391
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
6,389
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,351
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
6,339
shares
|
$1.19 Million
0.83% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
6,297
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
6,293
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
6,271
shares
|
$1.17 Million
0.39% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
6,250
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
6,245
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2025
Added 35.29%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
6,238
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
6,234
shares
|
$1.17 Million
0.9% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,217
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
6,216
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2025
Reduced 96.05%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
6,200
shares
|
$1.16 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
6,171
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
6,170
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
6,154
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,143
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
6,141
shares
|
$1.15 Million
0.82% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
6,122
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
6,108
shares
|
$1.14 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
6,098
shares
|
$1.14 Million
0.29% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
6,083
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
6,080
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,074
shares
|
$1.14 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.82%
|
|