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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
170,829
shares
|
$32 Million
1.25% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
170,159
shares
|
$31.9 Million
0.9% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
167,470
shares
|
$31.4 Million
0.8% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
166,007
shares
|
$31.1 Million
10.77% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
165,247
shares
|
$31 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
164,763
shares
|
$30.9 Million
8.35% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
164,508
shares
|
$30.8 Million
0.42% of portfolio
|
Q3 2025
Reduced 20.46%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
164,397
shares
|
$30.8 Million
2.62% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
164,156
shares
|
$30.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
162,477
shares
|
$30.4 Million
7.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
162,176
shares
|
$30.4 Million
0.46% of portfolio
|
Q3 2025
Added 68.99%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
160,917
shares
|
$30.1 Million
0.31% of portfolio
|
Q1 2024
Added 56.69%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
159,735
shares
|
$29.9 Million
0.42% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
159,713
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2025
Added 70.56%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
157,539
shares
|
$29.5 Million
6.13% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
157,445
shares
|
$29.5 Million
3.32% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
156,916
shares
|
$29.4 Million
7.52% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
156,766
shares
|
$29.4 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
155,901
shares
|
$29.2 Million
9.56% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
154,298
shares
|
$28.9 Million
1.37% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
153,283
shares
|
$28.7 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
152,849
shares
|
$28.6 Million
9.84% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
152,669
shares
|
$28.6 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
152,610
shares
|
$28.6 Million
3.0% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
151,029
shares
|
$28.3 Million
0.09% of portfolio
|
Q3 2025
Added 1.13%
|
|