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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
6,053
shares
|
$1.13 Million
0.46% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
6,043
shares
|
$1.13 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
6,021
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,020
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
6,008
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
6,001
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
5,995
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,987
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
5,983
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
5,981
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2025
Added 6003.06%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,980
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2023
Added 6.44%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
5,980
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5,979
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 35.56%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
5,956
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,954
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,950
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
5,943
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
5,942
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
5,935
shares
|
$1.11 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
5,935
shares
|
$1.11 Million
0.61% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
5,931
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
5,919
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
5,914
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,899
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2025
Reduced 3.71%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
5,877
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 4.33%
|
|