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 2,174 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 |
|---|---|---|---|---|---|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
43,529
shares
|
$7.97 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
43,302
shares
|
$7.93 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
43,292
shares
|
$7.93 Million
0.1% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
43,078
shares
|
$7.89 Million
0.59% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
42,874
shares
|
$7.85 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
42,717
shares
|
$7.82 Million
1.48% of portfolio
|
Q2 2025
Added 156.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
42,546
shares
|
$7.79 Million
0.31% of portfolio
|
Q2 2025
Reduced 34.87%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
42,134
shares
|
$7.71 Million
4.21% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
41,952
shares
|
$7.68 Million
0.48% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
41,885
shares
|
$7.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
41,840
shares
|
$7.66 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
41,695
shares
|
$7.63 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
41,492
shares
|
$7.6 Million
5.09% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,275
shares
|
$7.56 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
40,911
shares
|
$7.49 Million
6.75% of portfolio
|
Q1 2025
Added 818.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
40,682
shares
|
$7.45 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
40,400
shares
|
$7.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
40,388
shares
|
$7.39 Million
2.66% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
40,351
shares
|
$7.39 Million
2.95% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
40,305
shares
|
$7.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
40,091
shares
|
$7.34 Million
4.34% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
39,905
shares
|
$7.31 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
39,696
shares
|
$7.27 Million
1.58% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
39,682
shares
|
$7.26 Million
2.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
39,462
shares
|
$7.22 Million
0.2% of portfolio
|
Q4 2023
Added 123.29%
|