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 2,183 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
90,713
shares
|
$17 Million
0.93% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
90,157
shares
|
$16.9 Million
4.77% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
89,400
shares
|
$16.7 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
89,321
shares
|
$16.7 Million
9.67% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
88,932
shares
|
$16.6 Million
1.66% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
88,741
shares
|
$16.6 Million
0.39% of portfolio
|
Q4 2023
Reduced 12.3%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
88,482
shares
|
$16.6 Million
0.61% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
88,078
shares
|
$16.5 Million
1.02% of portfolio
|
Q4 2022
Added 32.03%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
87,951
shares
|
$16.5 Million
0.85% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
87,633
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
87,554
shares
|
$16.4 Million
0.1% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
87,389
shares
|
$16.3 Million
0.5% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
86,970
shares
|
$16.3 Million
4.63% of portfolio
|
Q2 2025
Added 91.89%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
86,921
shares
|
$16.3 Million
7.79% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
86,768
shares
|
$16.2 Million
6.37% of portfolio
|
Q4 2023
Added 98.8%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
86,736
shares
|
$16.2 Million
8.75% of portfolio
|
Q2 2025
Reduced 36.26%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
86,529
shares
|
$16.2 Million
1.27% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
85,874
shares
|
$16.1 Million
1.09% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
85,503
shares
|
$16 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
85,160
shares
|
$15.9 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
83,826
shares
|
$15.7 Million
6.07% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
82,258
shares
|
$15.4 Million
2.28% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
82,257
shares
|
$15.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 53.07%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
82,170
shares
|
$15.4 Million
11.23% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
81,880
shares
|
$15.3 Million
3.25% of portfolio
|
Q2 2025
Reduced 49.86%
|