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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
206,892
shares
|
$38.8 Million
4.77% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
203,126
shares
|
$38.1 Million
0.26% of portfolio
|
Q3 2025
Added 23.9%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
199,917
shares
|
$37.5 Million
5.37% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
199,301
shares
|
$37.3 Million
10.1% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
198,585
shares
|
$37.2 Million
6.2% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
198,404
shares
|
$37.2 Million
8.12% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
196,402
shares
|
$36.8 Million
4.65% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
194,853
shares
|
$36.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 39.1%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
194,774
shares
|
$36.5 Million
16.81% of portfolio
|
Q3 2025
Added 781.41%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
193,976
shares
|
$36.3 Million
2.8% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
189,835
shares
|
$35.6 Million
2.81% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
189,509
shares
|
$35.5 Million
1.59% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
186,773
shares
|
$35 Million
7.27% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
186,648
shares
|
$35 Million
2.22% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
186,495
shares
|
$34.9 Million
3.48% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
183,410
shares
|
$34.4 Million
1.99% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
180,468
shares
|
$33.8 Million
1.9% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
180,128
shares
|
$33.7 Million
21.35% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
178,712
shares
|
$33.5 Million
2.48% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
177,696
shares
|
$33.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
177,324
shares
|
$33.2 Million
0.56% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
176,216
shares
|
$33 Million
2.79% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
175,389
shares
|
$32.9 Million
0.71% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
173,328
shares
|
$32.5 Million
0.86% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
171,764
shares
|
$32.2 Million
0.15% of portfolio
|
Q3 2025
Added 12.85%
|
|