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 2,140 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
102,881
shares
|
$18.3 Million
4.26% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
102,849
shares
|
$18.3 Million
0.02% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
102,515
shares
|
$18.2 Million
1.32% of portfolio
|
Q1 2025
Reduced 34.26%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
101,765
shares
|
$18.1 Million
7.87% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
101,714
shares
|
$18.1 Million
4.21% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
101,356
shares
|
$18 Million
13.87% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
101,093
shares
|
$18 Million
0.7% of portfolio
|
Q1 2025
Added 79.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
101,050
shares
|
$18 Million
8.2% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
100,599
shares
|
$17.9 Million
12.21% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
100,557
shares
|
$17.9 Million
0.55% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
99,943
shares
|
$17.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
98,992
shares
|
$17.6 Million
2.07% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
98,599
shares
|
$17.5 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
98,526
shares
|
$17.5 Million
6.74% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
97,766
shares
|
$17.4 Million
5.44% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
97,460
shares
|
$17.3 Million
3.26% of portfolio
|
Q2 2024
Added 20.32%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
97,200
shares
|
$17.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
96,486
shares
|
$17.1 Million
9.27% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
96,386
shares
|
$17.1 Million
0.2% of portfolio
|
Q1 2025
Added 259.43%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
95,720
shares
|
$17 Million
10.18% of portfolio
|
Q1 2023
Added 1.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
95,501
shares
|
$17 Million
2.95% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
94,319
shares
|
$16.8 Million
4.49% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
94,250
shares
|
$16.7 Million
5.98% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
93,741
shares
|
$16.7 Million
4.83% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
93,736
shares
|
$16.7 Million
0.39% of portfolio
|
Q1 2025
Added 3.07%
|