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 2,173 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
98,200
shares
|
$18 Million
9.9% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
98,025
shares
|
$17.9 Million
9.32% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
97,977
shares
|
$17.9 Million
2.9% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
97,770
shares
|
$17.9 Million
8.13% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
97,750
shares
|
$17.9 Million
0.4% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
97,695
shares
|
$17.9 Million
4.61% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
97,477
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
96,971
shares
|
$17.8 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
96,755
shares
|
$17.7 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
96,749
shares
|
$17.7 Million
4.92% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
96,386
shares
|
$17.6 Million
0.2% of portfolio
|
Q1 2025
Added 259.43%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
96,322
shares
|
$17.6 Million
4.35% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
96,204
shares
|
$17.6 Million
0.42% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
95,969
shares
|
$17.6 Million
0.35% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
95,720
shares
|
$17.5 Million
10.18% of portfolio
|
Q1 2023
Added 1.13%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
95,662
shares
|
$17.5 Million
2.18% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
95,250
shares
|
$17.4 Million
5.97% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
95,159
shares
|
$17.4 Million
3.77% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
93,639
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 72.1%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
93,084
shares
|
$17 Million
2.97% of portfolio
|
Q2 2025
Added 39.07%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
92,814
shares
|
$17 Million
1.67% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
92,337
shares
|
$16.9 Million
3.32% of portfolio
|
Q2 2025
Added 146.23%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
92,278
shares
|
$16.9 Million
2.3% of portfolio
|
Q2 2025
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
91,878
shares
|
$16.8 Million
3.12% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
91,163
shares
|
$16.7 Million
1.47% of portfolio
|
Q2 2025
Reduced 2.0%
|