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 2,236 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 $52.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,591
shares
|
$298,057
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,587
shares
|
$297,308
0.08% of portfolio
|
Q4 2025
Reduced 39.13%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
1,577
shares
|
$295,435
0.03% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,576
shares
|
$295,247
0.05% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
1,573
shares
|
$294,685
0.09% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,566
shares
|
$293,374
0.23% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,560
shares
|
$292,250
0.01% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
1,552
shares
|
$290,751
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
1,551
shares
|
$290,564
0.01% of portfolio
|
Q4 2025
Added 20.23%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,546
shares
|
$289,627
0.29% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
1,545
shares
|
$289,440
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
1,540
shares
|
$288,503
0.02% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
1,539
shares
|
$288,316
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
1,534
shares
|
$287,379
0.04% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
1,530
shares
|
$286,630
0.17% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,528
shares
|
$286,255
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2026 Q4 2025 |
1,517
shares
|
$284,194
0.16% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,514
shares
|
$283,632
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,513
shares
|
$283,445
0.03% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
1,510
shares
|
$282,883
0.14% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
1,508
shares
|
$282,508
0.14% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
1,507
shares
|
$282,321
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
1,505
shares
|
$281,946
0.13% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,501
shares
|
$281,197
0.03% of portfolio
|
Q2 2025
Reduced 88.88%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$281,010
0.0% of portfolio
|
Q3 2025
New holding
|
|