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 2,224 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $52.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
337,418
shares
|
$63.2 Million
10.35% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
335,850
shares
|
$62.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
330,615
shares
|
$61.9 Million
0.31% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
329,913
shares
|
$61.8 Million
0.49% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Southern Farm Bureau Life Insurance
|
Oct 14, 2025 Q3 2025 |
328,428
shares
|
$61.5 Million
7.35% of portfolio
|
Q3 2023
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
324,606
shares
|
$60.8 Million
0.8% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
323,481
shares
|
$60.6 Million
12.18% of portfolio
|
Q2 2022
Reduced 0.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
303,014
shares
|
$56.8 Million
5.23% of portfolio
|
Q2 2023
Reduced 2.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
302,943
shares
|
$56.8 Million
2.19% of portfolio
|
Q2 2023
Added 1026.31%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
302,240
shares
|
$56.6 Million
4.43% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
301,266
shares
|
$56.4 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
301,060
shares
|
$56.4 Million
0.55% of portfolio
|
Q3 2025
Added 59.66%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
300,530
shares
|
$56.3 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
292,284
shares
|
$54.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 71.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
291,699
shares
|
$54.6 Million
0.04% of portfolio
|
Q3 2025
Added 23.97%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
290,541
shares
|
$54.4 Million
2.4% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
289,582
shares
|
$54.3 Million
9.67% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
286,558
shares
|
$53.7 Million
2.34% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
282,337
shares
|
$52.9 Million
6.33% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
276,768
shares
|
$51.8 Million
0.69% of portfolio
|
Q3 2025
Added 3964.74%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
276,709
shares
|
$51.8 Million
8.52% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
271,819
shares
|
$50.9 Million
0.51% of portfolio
|
Q3 2025
Added 41.5%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
270,574
shares
|
$50.7 Million
4.35% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
269,276
shares
|
$50.4 Million
0.09% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
265,995
shares
|
$49.8 Million
1.28% of portfolio
|
Q3 2025
Added 107.0%
|
|