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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
2,680
shares
|
$502,071
0.23% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,680
shares
|
$502,071
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,679
shares
|
$501,883
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,678
shares
|
$501,696
0.04% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
2,655
shares
|
$497,387
0.2% of portfolio
|
Q3 2025
Reduced 56.18%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
2,643
shares
|
$495,139
0.12% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,630
shares
|
$492,704
0.06% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,612
shares
|
$489,332
0.05% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
2,609
shares
|
$488,770
0.04% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
2,606
shares
|
$488,208
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
2,604
shares
|
$487,833
0.1% of portfolio
|
Q4 2025
Added 131.88%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,600
shares
|
$487,084
0.01% of portfolio
|
Q3 2025
Added 73.68%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
2,594
shares
|
$485,959
0.03% of portfolio
|
Q4 2025
Added 16.48%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,594
shares
|
$485,959
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,589
shares
|
$485,023
0.23% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,585
shares
|
$484,273
0.06% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
2,583
shares
|
$483,899
0.04% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,564
shares
|
$480,339
0.09% of portfolio
|
Q4 2024
Added 23.63%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
2,560
shares
|
$479,590
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,550
shares
|
$477,717
0.08% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,541
shares
|
$476,030
0.15% of portfolio
|
Q4 2025
Reduced 7.63%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
2,539
shares
|
$475,656
0.01% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,522
shares
|
$472,471
0.04% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
2,516
shares
|
$471,347
0.38% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
2,509
shares
|
$470,036
0.13% of portfolio
|
Q4 2024
New holding
|
|